Top Tweets for #stonkdata
McElligott 6/26 Note:
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BofA $SPX technicals….
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BofA says Gold < 4k is a good entry point
$GLD
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Hedge fund crowding.
Hedge funds have raised their exposure to US tech back to five year highs. However their positioning in the Magnificent Seven has fallen to a one year low.
via Goldman
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$SMH Call Vs. Put Skew
via McElligott of Nomura
Certainly looks like there is a lot of positioning left to unwind if semis don't find their footing
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Most crowded trade.
The latest fund manager survey from BofA found that semiconductors are the most crowded most-crowded trade since the survey started.
-John Authers BofA
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$SOX 5% Up days
“SOX has logged an unusually high number of 5% up days…9 in the last 60 sessions. That’s something we have only seen at major tops or the depths of bear markets. We can probably agree we are not in a bear market.”
Via BTIG
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Retail piling into Semis Stocks
Semis monthly inflows reached a new high
Via Bloomberg
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First Half of July Seasonality
The market is entering one of its strongest seasonal periods of the year.
We just gotta get through end of month, quarter and mid year rebalancing then things are lookin nice
Chart Via Citadel
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BofA Bull & Bear Indicator rises to 9.2 from 8.9 on surging equity inflows & tighter spreads in risky bonds and “extreme bull” positioning.
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Most crowded trade.
The latest fund manager survey from BofA found that semiconductors are the most crowded most-crowded trade since the survey started.
-John Authers BofA
#stonkdata
Hedge funds vs. Financials.
Hedge funds net bought US Financials stocks for a 3rd straight week (5 of last 6) ... Financials Gross and Net exposures are still very low vs. history
via Goldman
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CTA Corner via Goldman
Key pivot levels for $SPX :
-Short term: 7322
-Med term: 7038
-Long term: 6618
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Software shorts.
The late May squeeze triggered a wave of panic short covering, but shorts are still elevated.
If software summer continues people will be forced to chase.
Via JPM
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AAII Sentiment.
Bearish sentiment rose over the past week and bullish responses dropped to the lowest since Sep'25
More fuel for the most hated rally 🤝
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$BTC drawdowns via BCA research
The chart below shows the past percentage drawdowns as well as length of drawdown days and shows where we currently compare this cycle.
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Net call volume by sector.
Again, all the heat is in mega cap growth and tech.
Again imho pointing to rotation rather than just a down only selloff
Via DB
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Software vs Semis positioning
Via Goldman Prime
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Overall equity positioning remains just slightly above neutral with the exception of mega cap growth and tech
Positioning continues to point to rotation
Via DB
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