Get married. Have children. Build a legacy. Pass down your values. Pursue the eternal. Seek true joy. Eventually, we will replace the nihilists. FREEDOM
$AVGO Pulling back to the ~$420 region for another consolidation → breakout?
"[In 2026] we expect to achieve AI semi rev. of $56B, up 180. We reiterate our AI semi rev. guidance to be in excess of $100B [in 2027]" -CEO
300+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq
$NOW
ServiceNow and other software companies are trying to find a low here.
It made a higher-HIGH for the first time. This signals a potential trend shift (from downtrend to uptrend).
There's also strong volume which is a good sign.
This is now the RETEST. This phase tests people's conviction.
The next few weeks will be critical for $NOW and other software to defend its low support.
If they do, a new uptrend begins.
🚨BREAKING: Hampshire police claim they felt controlled and manipulated to "think a certain way" after mandatory DEI training, the Times have exposed
It's confirmed: they're brainwashing the police to discriminate against natives.
Yeah… I think all your upstream semi supply chain companies are going much higher.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers $GOOGL / $META / MSFT / $AMZN from 2025 to 2030.
Revised up from $4.5T from Q1 earnings.
“Aggregate capex est. $7.6 trillion between 2026 and 2031.”
And it flows upward to these tiny chokepoints like $SIVE for CPO lasers/ $SOI for Silicon Photonics substrates. Leaderdrive/Harmonic for Humanoids components.
And so on…
Ai names don’t move in a straight line up,
but is just the beginning of the next Industrial Revolution as we move from R&D/compute buildout into commercialization from Agents -> Physical AI -> discovery.
WE ARE MORE THAN HALFWAY THROUGH THE BEAR MARKET.
And most people are still too scared to see it.
The cycle doesn't lie.
1 year down. 3 years up.
Halfway point already passed.
The bottom is getting closer.
Every week that passes is another week closer to the most explosive bull run of your life.
The people loading right now…
Will be the ones telling stories in 2027.
Time is the edge most people completely ignore.
🚨 TILLIS TO BESSENT: Did you tell Director Pulte you’d punch him in the face?
BESSENT: “No sir — I actually said I was going to kick his ASS!”
LMAOOOO ☠️
🚨 BREAKING: In a jaw-dropping announcement, President Trump disclosed that George Soros and Reid Hoffman are funding Antifa and the left-wing violence against ICE. Trump vows to launch a RICO investigation into George Soros.
Trump stated, "They're going to have some problems."
Plausible path:
Bitcoin forms a low in June (like it did in June 2018 and June 2022).
BTC rallies in July
SPX correction later in year which allows Bitcoin to finally bottom (most likely October)
Four year cycle wins again
"Weekly RSI has only been oversold four times in history. The previous three were the dead bottoms of every cycle"
"We hit oversold in this cycle recently when Bitcoin bottomed around 40k. The first cycle from halving to the bottom took 777 days. The second took 889 days. The third took 924 days"
"We are now 770 days past the April 2024 halving. So that is really interesting because we're now within the zone of how long it's generally taken to bottom on these charts"
This is why $CRWV, $CRDO, $BE and $IREN could EXPLODE over the summer.
On June 26 the Russell 1000 gets rebalanced.
New additions trigger forced buying by ETFs — creating strong upward pressure.
Historically, newly added names have often rallied 20–30%+ around the rebalance window.
Last year, examples included:
$MU: +31%
$SMCI: +28%
$PLTR: +24%
$RDDT: +22%
This year, names like $CRWV, $CRDO, $BE and $IREN are set to join the index.
And don't overlook $SYM.
Its inclusion could mark the beginning of a long-awaited trend reversal.
Which of the new additions will run the hardest this summer?
If we were actually in a euphoric AI bubble we’d see $IREN repriced to $500+ TODAY, based on its secured power’s revenue *potential* — yes in 2026. That’s what euphoria and real bubble looks like.
Today’s prices tell me it’s still early days for $IREN and it’s still misunderstood; the stock is still building momentum and the business is still proving itself as both a developer of AI data centers and as a Cloud Service Provider… with the potential to be a leader in the market.
The stock seems to have many years to run… and multiple periods of euphoria to look forward to… but if $IREN magically reprices to $500 in 2026… would I take profits… yes.
Wake me up when the bubble accelerates 🥱
Or should I say: A C C E C E L E R E R A T E
$AVGO was very clear in its earnings call that compute demand continues to soar as AI consumption continues to scale. Regardless of price action there was nothing in this report that negates the AI bull thesis. 💪🏻
$AVGO is down over 13% after management kept its AI targets at 10GW in 2027 and $100B+ long term instead of raising guidance like prior quarters.
The pressure is also margin-related with $GOOGL TPU growth carrying lower gross margins than networking and software.
I still think high-margin AI networking can help offset that mix over time so this feels more like an expectations reset than thesis damage.