Flash Finance

Charts, News, and whatever else. Not financial advice.

[Flash Finance @FinanceFlashes]

⚡️
Why the Fed will likely cut 50bps, a thread 🧵:

1. Economic Slowdown:

GDP growth has slowed to 1.5% annually, down from 3% in early 2023, signaling a need for economic stimulus.

[Flash Finance @FinanceFlashes]

Duality of tech, $SMH $IGV

[Christian Fromhertz 🇺🇸 @cfromhertz]

Semis $SMH & Software $IGV after hours

[Tanner @TannersTrades]

The Photonics Ecosystem: Explained

Every segment, group, and notable stock within below. you'll want to bookmark this...

UPSTREAM

- Materials: $GLW $AXTI $ALMU $LWLG
- Wafer: $TSM $GFS $TSEM $SKWT

MIDSTREAM

- Optical Components: $HIMX $LPTH $OPTX $MTSI
- Lasers & Light: $LITE $IPGP $COHR $LASR
- Transceivers: $AAOI (+ others)
- Packaging: $FN $AMKR $POET

DOWNSTREAM

- Switch & Interconnect: $AVGO $MRVL $CRDO $NVDA
- Networking: $JNPR $CIEN $CSCO $ANET
- Testing: $AEHR $ONTO $VIAV $FORM

I made this tool to help me understand the segmentation of the photonics world. I am not a photonics expert. If I missed anything, or need to move something around, let me know!

[Flash Finance @FinanceFlashes]

⚡️Duality of man $SPY $QQQ

[Flash Finance @FinanceFlashes]

@LoschbourStev Framing this and telling my kids Walt Whitman wrote it.

[Flash Finance @FinanceFlashes]

@TommyBeer @cfromhertz GBR 🔴🌽

[Flash Finance @FinanceFlashes]

⚡️ $AMD Staying alive above the 200sma.

[Flash Finance @FinanceFlashes]

⚡️ $UBER Ride the driver less 21 EMA to 83 pls ty

[Flash Finance @FinanceFlashes]

⚡️ $INTU Taxes, Death, and this chart resolving higher

[Flash Finance @FinanceFlashes]

⚡️ $SMCI ready to bust this wedge

[Flash Finance @FinanceFlashes]

@TrendSpider @elonmusk buying $PYPL to integrate into @x ?

[Geiger Capital @Geiger_Capital]

TRUMP: I’m sorry Zohran, but we can’t make exceptions for illegal immigration.

MAMDANI: *shows picture*

TRUMP: She can stay.

[Flash Finance @FinanceFlashes]

@StockMarketNerd AI propaganda

[Flash Finance @FinanceFlashes]

⚡️ Me too Scott, me too.

[*Walter Bloomberg @DeItaone]

BESSENT, ASKED ABOUT EUROPE AND INDIA TRADE DEAL: FIND EUROPEANS DISAPPOINTING

[Flash Finance @FinanceFlashes]

⚡️ $SI $NG Silver and Nat gas BOOMING today Silver is +15.75% and nat gas is+ 30%. INSANE moves in commodities today.

[Flash Finance @FinanceFlashes]

LFG 🔥🔥🔥

[Flash Finance @FinanceFlashes]

⚡️ #UFC324 What a great fight, cant believe it went the distance. Justin 3-2 IMO.

[Flash Finance @FinanceFlashes]

⚡️ $SBUX turning a corner

[Flash Finance @FinanceFlashes]

⚡️ $MOH $UNH Healthcare looking to make a turn

[Flash Finance @FinanceFlashes]

⚡️ $CLSK Lot of volume this past week, could be some accumulation before earnings

[Flash Finance @FinanceFlashes]

⚡️ $PLTR Earnings in about a week, watch for support here.