flasinet

The market is philosophy. Philosophy is the market.

[flasinet @flasinet]

@SailorManCrypto 1, please

[Venu @Venu_7_]

$ISRG - Intuitive Surgical

The future of robotics extends far beyond humanoids.

Surgical robotics is one of the highest-quality secular growth themes, and $ISRG remains the clear leader.

The 200-week moving average has been a great place to pay attention historically.

[flasinet @flasinet]

@TraderMercury yes, please!

[CryptoCondom @crypto_condom]

The biggest physical AI trade not being talked about is $BB:

-QNX is already in 275m cars world wide (CEO at q2 earnings call: cars are just robots on wheels”)

-QNX is the deterministic OS for everything from satellites to robots
- $BB’s status as a Canadian company means it can be sourced by both east and west robotic supply chains, including @UnitreeRobotics, @BYDCompany, @Bombardier & @BostonDynamics

- $BB’s secure, quantum resistant comms are used by the US senate, the Bank of France, the Secret Seevice and the @WhiteHouse comms office

[🐧 @Pentosh1]

$BB

Directly mentioned in NVDA's last report btw. Good thread below. There will eventually be more robots than humans (just not all in the human shape and form)

So they have government contract, defense contracts, NVDA's AI safety layer, medical robots, strong balance sheet

I'm less interested in this weeks earnings and more interested in what they have to say about the future

[Jeff Sun, CFTe @jfsrev]

These 34 leading names finished the session with positive intraday closes against the market backdrop.

$HIVE — Internet Services & Infrastructure
$MARA — Internet Services & Infrastructure
$RIOT — Internet Services & Infrastructure
$VIAV — Communication Equipment
$DELL — Computer Hardware
$STX — Computer Hardware
$KSS — Department Stores
$BE — Electrical Equipment & Parts
$FCEL — Electrical Equipment & Parts
$TE — Electrical Equipment & Parts
$VRT — Electrical Equipment & Parts
$FLEX — Electronic Components
$GLW — Electronic Components
$OUST — Electronic Components
$RSI — Gambling
$OSCR — Healthcare Plans
$KEEL — Information Technology Services
$DHT — Oil & Gas Midstream
$FRO — Oil & Gas Midstream
$COHR — Scientific & Technical Instruments
$ENTG — Semiconductor Equipment & Materials
$KLAC — Semiconductor Equipment & Materials
$TER — Semiconductor Equipment & Materials
$ALAB — Semiconductors
$AMD — Semiconductors
$CRDO — Semiconductors
$INTC — Semiconductors
$MU — Semiconductors
$MXL — Semiconductors
$ON — Semiconductors
$SMTC — Semiconductors
$TSEM — Semiconductors
$INIO — Specialty Industrial Machinery
$FLNC — Renewable Utilities

[Mercury @TraderMercury]

Bitcoin is dead. We have never seen it underperform traditional markets like this before.

all you crypto dorks should throw in the towel while you still can

it's over.

[Krugman @krugman87]

What the Saylor cultists don't understand is that the market doesn't find assurance in a USD denominated yield paid with an asset that not only has an 80% annualized vol, but its very price being impacted by the paying of dividend with said asset.

The market will accept an 11.5% yield when there are years of dividend runway saved *IN CASH*. What the market (clearly) will not accept is an 11.5% yield paid via BTC, therefor $STRC price will keep adjusting until it finds an equilibrium between yield and risk, with the adjustment knob being price.

The lower BTC price goes the lower the USD via BTC runway gets, the stronger the death spiral flywheel gets, and the higher yield (and therefor lower price) that $STRC market participants will demand.

It's really not that difficult to puzzle out.

[Popeye @SailorManCrypto]

BTC

I am interested in shorting at around 64 and 65 if given the chance. Key support/resistance, fibs and 1-hour trend are there.

Also, an in-depth explanation of the liquidity being played and why I believe that for any bearish continuation, price has no business going above 66.433. Explanation on the chart.

[JACKIS @i_am_jackis]

Imagine buying $STRC at 100$ to get a 10% PA dividend but the underlaying asset is down -9% (so far)

This is the biggest risk in the market right now & very badly reminds me of UST de-peg and what it led to with the crash of LUNA & bitcoin:native sell-off from 38K in May to 18K in June (-50% in a single month after being down already -50%)

Market might be wanting to get rid of this product before it will want to restart

What is also interesting is that about the time that this product was launched, is about a time when BTC/crypto really diverged from all other macro assets & 10/10th followed closely after

Might just be a correlation, or?

In any regards worth observing the STRC price & knowing about the risk

Your thoughts on this situation & do you think Saylor can bounce back from this? ✍️

[Tom Capital @Tom__Capital]

$COH

Rare value play or structural trap?

At ~19.9x forward earnings, Cochlear is trading at multi-year valuation lows. We are talking about the undisputed global leader in hearing tech with a 60% market share and an ironclad wide moat.

I lean toward this being an overreaction and have positioned accordingly, but the bleeding has to stop first. Management must land FY26 results within their revised guidance range to restore market trust. August 14-18 on the calendar for the preliminary & full-year data drop, worth keeping an eye on.

Historically cheap, but execution is everything from here

[IncomeSharks @IncomeSharks]

$TEM - Early detection for patients at an increased risk of atrial fibrillation/flutter. Multiple FDA approvals and clearances from tumors to tools for cardiovascular care. The most impactful impact of AI will be in the health sector, even if it's a slower moving one.

[George @George1Trader]

Was initially looking to buy stock ETF's much lower down but I'm not getting it so got in on the dip last week with one of three clips. Looking to buy more if I get a retest of the blue areas, if not so be it I'll look to allocate elsewhere.

[Popeye @SailorManCrypto]

Many alts are clearly forming some HTF power of three schematics, or range deviation, or AMD.

I can see them popping up somehow, but the way they have formed the "bottom" is super suspicious to me.

Usually, you would like to see a proper liquidity hunt going down, like three drives, an impulsive move that forms demand, and following bullish price action.

Most altcoins are trading in a completely different fashion, leaving tons of liquidity below and moving higher in a sort of mechanical accumulation.

If I smell it right, higher for now, but sooner or later lower again.

Here as examples: DOGE and LINK.

[OptimusDelta @OptimusDelta]

Some fun facts (plus a bit of dot joining and speculation)

SpaceX Starlink has 10,000+ satellites in orbit.

The vast majority (all satellites launched since 2021) have laser terminals to communicate directly with other satellites.

That's well over 9,000 laser links already flying, adding thousands every year.

Those terminals need precision lenses to focus the laser beam.

$LPTH CEO @skrubin confirmed on earnings call Feb 2026

1. "We already have a strong business in free space optical communication between satellites"

2. "A pretty dominant position in that market"

3. In active talks with "the customer" to increase capacity

SpaceX now sells these laser terminals to third parties; Muon Space, Starcloud, and Vast have all signed contracts.

Every new satellite that buys in = more lenses.

$LPTH $SPCX

[Horse @TheFlowHorse]

SpaceX IPO Friday.🧵

3% float initially. 75B raise. No price history.

Here are the details you need, and how I'm actually trading it, not as a fan, not as a hater but as someone who respects the auction.

[Reuters @Reuters]

Reuters examined the Trumps' four main crypto ventures, thousands of filings and investor data. The finding: the family made $2.3 billion with little-to-no downside risk, while other investors lost $2.3 billion, including paper losses, as of end-April https://t.co/uwOb68ycRW @specialreports

[flasinet @flasinet]

@SailorManCrypto I longed the same idea..

[flasinet @flasinet]

@SailorManCrypto 3, Hello Popeye

[Crypto Tony @CryptoTony__]

George Soros had taught Ron Baron one lesson that made him over $20 billion

"If you have identified and done the work on a business that can grow tremendously - you can't own enough of the greatest idea you've ever had"

Baron put $400 million into Tesla and made $7 billion - then put $2 billion into SpaceX and made $13 billion - 54% compounded per year for 9 years

He then just placed a $1 billion order at the SpaceX IPO - "I'm 83 years old - I can't imagine ever selling a single share in my lifetime"

BOOKMARK AND WATCH NOW