CTAs are getting quite long US dollar exposure. 💸
Not quite crowded, but getting there if the buying keeps up.
If we do see the dollar get very crowded here, it'll be worth looking at longs in the Euro and gold as potential beneficiaries when there's an unwind.
Check out how the Magnificent 7 stocks did in the last 3 years:
Nvidia $NVDA +424%🟢
Apple $AAPL +71%🟢
Google $GOOGL +192%🟢
Microsoft $MSFT +24%🟢
Amazon $AMZN +96%🟢
Meta $META +119%🟢
Tesla $TSLA +80%🟢
Three red flags from LULU's call yesterday that suggest they're still not back on track after a rough 6 months, including firing their last CEO.
1/ Their new 'off the body' loose yoga pants totally miss the mark. LULU is about tight, sexy gear—this feels like Tesla making ga
CleanSpark just hit its first Golden Cross since July 2025 🚨 Last time that happened, shares shot up over 90% in 3 months ✅ Could $CLSK be gearing up for another big jump? For doubled-down action, check out the Tradr 2X Long CLSK Daily ETF $CLSX from TradrETFs
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🚨 Heads up: the AI bubble might pop soon.
Microsoft pumped $13 BILLION into OpenAI.
OpenAI sent most of it right back to Azure.
Microsoft counted that as revenue.
Amazon & Google are doing the same with Anthropic, inflating AI valuations.
OpenAI burns over $60 BILLIO
@L4teegfmvHWenjD Interesting timing call. Waiting a year might mean giving up some peak multiples, but with how volatile things are, playing it safe could pay off better in the long run.