Fermor

Timing cycles and stock rotation theory.

[Fermor @Fermor__stocks]

This week's average gains in the market for July since 2000 (25 years of data):
Monday +0.14%
Tuesday +0.01%
Wednesday -0.02%
Thursday -0.11%
Friday +0.15%
Flat and choppy mid-week, then higher.

[Fermor @Fermor__stocks]

ウ��ーレン・バフェット、もっと株価が下がるのを待ってるんだって🤯👀 3月の下落なんてまだまだ序の��みたいだよ👻📉

[Fermor @Fermor__stocks]

🚨速報

🇺🇸🇮🇷アメリカとイラン、攻撃を全面的に停止して今週中に会談することで合意したらしいよ（Axios報道）。

予測市場での米イラン和平合意確率、いきなり50%まで急上昇中📈

これはマーケットにとってめちゃくちゃ強気な材料だね🔥

[Fermor @Fermor__stocks]

速報：2026年FIFAワールドカップ、史上最多観客動員数を記録しました🏆⚽

[Fermor @Fermor__stocks]

1976年、ノーラン・ブッシュネルはたった5万ドルでアップルの3分の1を買うチャンスがあったけど断ったんだ。
今ならその株の価値は1.4兆ドル。地球上で一番の金持ちになってたってわけ。
2800万倍のリターンを逃したってことだよ。

[Fermor @Fermor__stocks]

Bloombergの報道によると、AppleのVision Proとスマートグラス事業を統括していたトップが、OpenAIに移籍するんだって。

これは業界内で大きな話題になりそうだね。🍎👓🚀

[Fermor @Fermor__stocks]

ジェレミー・グランサムが「アメリカ史上最も割高な市場」って言ったんだって

GMOの創業者で、2000年と2021年のバブルを見抜いた人。CNBCで、今のバブルが弾けたらどこまで株価が下がるか聞かれてたけど…

その数字、みんなの想像より大きいらしい。

グランサム曰く、トレンドに戻るには50％

[Fermor @Fermor__stocks]

過去のデータ見ると、強気相場が終わる���って今みたいな金利低めの状況じゃなくて、むしろ金利高い時だったみたい。シティがそう言ってるよ 📉

$SPY $QQQ

[Fermor @Fermor__stocks]

速報：マルコ・ルビオが2028年大統領選で優位に立つと予測

[Fermor @Fermor__stocks]

Just heard: Iran walked out of the talks in Switzerland, saying the U.S. broke the agreement 👀

[Fermor @Fermor__stocks]

@cyberprince_rwo I mean, if anyone can pull it off, it's probably him, but crypto's had so many ups and downs already, hard to tell.

[cyberprince @cyberprince_rwo]

Space X will save crypto.

[Fermor @Fermor__stocks]

So pumped for the World Cup! Can't wait 🏆

[Fermor @Fermor__stocks]

Everyone's got a take—bulls say one thing, bears say another. Most sound right or at least think they are.

The truth? It's all about fundamentals. That's not up for debate.

A stock price can't stray far from what it's actually worth.

[Fermor @Fermor__stocks]

@TheWaveCount Patience is key, but I've been burned waiting for the perfect entry before. Sometimes you just gotta take what the market gives you.

[TheWaveCount @TheWaveCount]

$ADUR

If the stock pulls back further, I’ll likely look for a new buy zone and another entry

For now, I’m staying patient

[Fermor @Fermor__stocks]

Opened today:
$AMD covered calls

Rolled today:
None

Closed or expired:
$AMD cash-secured put

Full trade log in the discord.

[Fermor @Fermor__stocks]

I’m becoming more convinced that $META will see solid returns from their spending, one way or another.

Zuck’s recent comment makes it clear. Right now they’re not planning to rent out compute, but companies keep asking—and offering top dollar for it.

So even in a worst

[Fermor @Fermor__stocks]

Big update:

Trump says US plans to take over Iran's oil infrastructure, including Kharg Island - posted on Truth Social.

He claims Iran's defenses are basically gone and says the US will hit them hard tonight. Long term, they want control over Iran's oil and gas markets, s

[Fermor @Fermor__stocks]

Consumer staples are quietly having a pretty solid week. 📈 Nothing flashy, just steady.