Fluxus

Full time thematic swing trader. Live in Japan. Long/short every tick. Apprentice of mathematics and friend of volatility. 纪律专注耐心果敢 NFA.

[Fluxus @Fluxus_Z]

Mark was right about this one. Gotta shut the mouth and do the work. In doing so, you will silence any doubt that throws upon you.

[Mark Minervini @markminervini]

Everyone seems to have all the answers, but few have the money and success. Many years ago, I woke up one morning; I looked into the mirror and I ask myself a very important question: if you're so smart, why aren't you rich? That was the day I started shutting my mouth and listening carefully to those who had more success than me. Because the truth was - at that point - I wasn't that smart yet. But I had to get my ego out of the equation. Then my life changed profoundly.

[stockbee @PradeepBonde]

To change your trading behavior, you need to change your beliefs. No amount of discipline or ra-ra motivational books or slogans can do that. We change beliefs when we gain new insights or information, are shocked out of our current beliefs, or reflect. Study the psychology of belief change if you are having recurring trading problems.

[Fluxus @Fluxus_Z]

Meaning they will continue to be the funding short, while cash cows and those that receive capex checks go higher.

[Citrini @citrini]

I believe hyperscalers will issue more than double current issuance expectations for 27-28. Beyond the potential for IG spreads to widen, I don’t really know what the implications will be.

[Gavin Baker @GavinSBaker]

Really fun to interview my old friend Bret Johnsen in Mission Control.

Three parts of the @SpaceX story that I wish were more widely discussed:

SpaceX has created thousands of good blue-collar jobs: welders, machinists, electricians. Everyone talks about the need to bring high-paying, blue-collar jobs back to America. SpaceX and Tesla are making that happen. To the best of my knowledge, they have created more manufacturing jobs in the US than just about any other American company over the last ten years. It’s hard to imagine our nascent industrial renaissance succeeding without these companies.

SpaceX was started with the goal of putting humans on Mars. And along the way, they have massively improved life for many humans on Earth. Mars may be a starter planet, but Earth is our planet, and the technologies developed at SpaceX are already in use today connecting and safeguarding the people of Earth. Starlink is a really efficient way to bring internet to low-income countries. In Kenya’s remote Murang’a County, Starlink has made it possible for patients in rural villages to consult with medical specialists via telemedicine. In the rainforests of Brazil, Starlink has connected schools to reliable high-speed internet that will provide more educational opportunities to students. Here in America, Starlink has proven vital to emergency teams responding to natural disasters. During Hurricane Helene, the Starlink hubs dropped into North Carolina and East Tennessee were often the only contact point between cut-off towns and the outside world. Literally life-saving.

This IPO will be a big milestone for the company. It’s important to celebrate this, while also remembering that making humanity multi-planetary is the ultimate goal. Going to Mars is really hard. There have been many setbacks thus far, ranging from fiery explosions to failed landings. There will be many more. Ad Astra Per Aspera. But SpaceX is at its best *after* a setback imo. Their first 3 launches were “failures”. Had the 4th not succeeded, there might not be a SpaceX today. The company’s success in the face of such daunting odds is a testament to the resilience of the culture and absolute commitment to the mission shared by every employee I’ve ever spoken with. Some of the world’s most talented engineers have chosen to live in Airstreams at Starbase away from their families for weeks on end in service of this goal. I will never forget the welders who told me they signed every weld because they wanted to be accountable if they were responsible for a failure. True missionaries, all of them.

I am grateful to every single person at SpaceX for helping to make the future as inspirational as possible. And I will be even more grateful if I get to see a blue sunset on Mars!

More info on https://t.co/dLOPlKr0Un

[Fluxus @Fluxus_Z]

Hourly gives you clean structure to long before the news AH. $ONDS

[Fluxus @Fluxus_Z]

ONDS working very well, I expect it rip like other shitco into July. We bought today before the news came out: Trump consider investing in drone companies. Overnight currently it’s at my 2nd buy point.

[Fluxus @Fluxus_Z]

$APP weekly reversal and super clean. What appears to be failed breakdown on weekly is simply a pullback of 20ma on monthly.

[Fluxus @Fluxus_Z]

$MU If you see it green today, that is not a blowoff top. More upside will come. It means sellers suck!

[Fluxus @Fluxus_Z]

Last week was a bond capitulation in case people are still wondering. Look at the monthly charts of KRE, XLRE, JETS, etc. The macro experts know these are the most rate sensitive areas.

The longest legg of melt-up is coming.

[Fluxus @Fluxus_Z]

Let’s say, you missed the semi chips rally, then the memory rally, then phonics rally, then CPU rally, then agent ai and and physical ai are the last two you need to grab for the so called financial freedom?

Then you get worried: what about war? What about rates, what about inflation?
Oh did you worry about recession last year too?

[Fluxus @Fluxus_Z]

Just to name a few: solar, finance, trucking, airline

[Fluxus @Fluxus_Z]

The point here is not to create fomo. But to understand if your emotion is creating positive feedback loop into your trade/investment

[Nebius @nebiusai]

Today, we announced our Q1 2026 financial results. Here are the highlights:

- ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion.
- Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%.
- Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026.

We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven.

Read more in our press release: https://t.co/GJkNTg8RGG

[THE SHORT BEAR @TheShortBear]

I think one of the funniest things to happen in my career was to meet the people I did at specific times in my life.

Half of the market wizards in this new book were friends before the book, almost all of them wouldn't have qualified for the book when we met each other.

Some were close friends, others friends of friends, when there was no success at all (vs now), talking sub 7fig at the time.

That said all of them were hardest working people I knew at the time, doing what others weren't ready to do either through working long, better or using tools others weren't using yet at the time. (data, sec, tools, brokers, strategies...).

All of them were and are still deep thinkers and love to think about what they do and how they live, how they are different vs the crowd. Original thinkers.

Just funny how the world has its ways to put you with the right people when you act according to the standard needed to match their efforts.

All of them achieved more than they thought and went through more stress too.

Part of this dynamic I will blame on continuously trying to one up each other and create better tools and processes than the best.

[Fluxus @Fluxus_Z]

$NVTS long since 18.95. also options deep itm

[Fluxus @Fluxus_Z]

This past month and half has been nothing short of excitement. It aint easy but the process of trading leaders and trading explosive stocks reminds me why i love this game so much. My personal account is up 44% YTD, 34% win rate, Profit Factor 1.6. I only trade 2 hours a day! Some members are near 100% YTD.

We teach low risk setups (risk per trade <0.3% total capital), real time entry, risk management and position sizing.

The system is simple:
Trade leaders, day trade your entries, swing trade your positions, position trade your winners.

A few winners from last few weeks members have taken and still going:
$INTC +358.32%
$BE +102.7%
$NBIS +51.81%
$DOCN +78.18%
$CIFR +20.01%
$ARM +41.3%
$MRVL +36.74%
$PL +32.42%

We attune ourselves to hot rotating themes and leaders in every market cycle so the next time we can be in better sync with market.

One month of trading can change life.

[Fluxus @Fluxus_Z]

A Life-changing month, we have more cooking:

$QCOM 5/8 190c 8x
$MRAM 6/18 35c 10x
$CRWV 5/15 115c 7x
$RKLB 5/15 97c 4x

[Fluxus @Fluxus_Z]

But citrini, tell me “is it bullish or bearish” lol 😂 many will never get it.

[Citrini @citrini]

If you’re not a “go with the flow” type of person, I strongly believe the next 3-6 months may drive you insane.

[Fluxus @Fluxus_Z]

I am not in this. But pre-market after I wrote this, it's already up 4%. Notice several weeks ago, buyers went for Dec 190c call.

[Fluxus @Fluxus_Z]

$RKLB we help traders analyze trades and find best low risk entry setups. Yesterday RKLB less than 2% risk entry. This is the start of the rally into Space X ipo. $RKLB has the business closest to SpaceX.