Cole Smith, Pharm.D, BCPS

Emergency medicine clinical pharmacist, professional photographer, travel vlogger, cycling enthusiast, and sometimes I post stock ideas (not financial advice)

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

Next few weeks for the market are likely to be a chop fest. Expected range for $SPY: $740-$760

Lots of negative gamma has been building at $740. My guess is we tag that level before trying to break that $760 call wall.

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

@TradableAstro $TSLA

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

“Stocks don’t go straight up”

$MU:

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Micron, $MU, extends gains to rise above $1,000/share for the first time in history, now worth nearly $1.2 trillion.

This stock was worth $60 billion just 13 months ago.

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

@TradableAstro IMO this is one of the best setups that people are sleeping on! Thanks for confirming my view as well ☺️

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

@alphaticaio Gotta be one of the best market commentary accounts out there. Thanks for what you do!

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

Insiders have sold $125M of $PLTR over the past week with notable sales from:

- Alexander Karp (CEO) - $54M
- Stephen Cohen (President) - $43M
- Shyam Sankar (CTO) - $22M

src: https://t.co/seB8pzrbZK

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

How Girl Scout cookies look at my diabetic patient who has already had 3 toes amputated.

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

Orthopedic surgeons when the people who wear these blow out their ankle taking a turn too fast.

[Trung Phan @TrungTPhan]

Great look at $500 Adidas Adizero Adios Pro Evo 3.

They pushed innovation so far (nitrogen injection to expand billions of microscopic cells) the foam is so huge…and firm, it doesn’t need full carbon plate (helping make first legal race day shoe <100g).

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

@rickjeff78 More likely that Trump pumps it to 7800 or higher first. The pullback needs to be steep and catastrophic for him to have fuel to start yelling for rate cuts.

[Tradable Astronaut @TradableAstro]

$TSLA is it time yet?👀

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

$TSLA lots of gamma building at $500. Should see a run here over the next week.

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

Before throwing it away, check out chapter 2, “The Investor and Inflation." The author explains when the dollar’s purchasing power declines due to inflation, stockholders can offset this loss through rising share prices and higher dividends 😉 $SPY $QQQ $DXY

[Heisenberg @Mr_Derivatives]

$SPX You would think with the CPI/PPI data these last two days, stocks would be down 3-4%.

Instead we are right at ATH’s still…

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

Inflation running hot - good for $GLD and $SLV

Increased chance of rate hikes - bad for $GLD and $SLV

Metals not sure where to go on this news. Probably down if Warsh comes in this Friday with hawkish tone.

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

Usually a sign that money will rotate back into individual stocks. Expect $SPY to take a break after this vertical rally from the pullback in March. Money was super concentrated, so this is a sign rotation is about to begin.

[The Kobeissi Letter @KobeissiLetter]

Market breadth is deteriorating:

Only 22% of stocks in the S&P 500 have outperformed the index over the last 30 days, the 3rd-lowest reading since 1996.

This is down from 65% recorded in February, the highest percentage in 8 months and less than half of the long-term average of 50%.

Over the last 30 years, there have been only 2 brief periods when market breadth was weaker, in 2024 and 2025.

This comes as the Magnificent 7 now accounts for a near-record 35% of the S&P 500’s market cap, while the top 10% account for ~40%, also shy of an all-time high.

As a result, Information Technology and Communication Services sectors represent 46% of the S&P 500’s market value.

Big tech is all that matters.

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

@TradableAstro Incredible call. You not only have the tools, but the wisdom to follow them. People who didn’t fight the tape made a lot of money on the way up.

Question now is, where do we go from here? Please keep us posted!

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

This call really paid. I bought $AMD with a $99 cost average. Yesterday I finally took some profits when we hit $450. I am still holding 25% of my position, but I'm moving some of the cash to other stocks. Specifically, $SOFI and $HOOD.

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

I'm taking a sizeable position in $AMD. The stock is down 50% over the past year while:

- Data center revenue grew 69% Y/Y
- Client revenue was up 58% Y/Y
- Free cash flow grew +350% Y/Y
- Overall revenue is up 24% Y/Y

AI continues to rely on chips. The growth is stable.

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

Your discussion doesn’t include that the VA had very strict criteria for who could receive a GLP-1 during the timeframe of your study. Individuals had to have an uncontrolled A1c and be on at least two oral diabetic medications (one of which had to be metformin) before they could be prescribed a GLP-1. We were using SGLT-2 inhibitors before we would start a GLP-1. In other words, SGLT-2 medications were being used second or third line, and GLP-1s were being used fourth line. Thus, your study actually compared severe diabetics vs non-severe diabetics. I appreciate that you capture average A1c, but you did not capture the duration of uncontrolled A1c which is the more important factor for development of NAION. Someone on a GLP-1 who had an A1c >10% for several years should not be compared to someone on a GLP-1 who has never had an A1c >10%.

Another recent trial did a meta analysis of RCTs with GLP-1s and found no difference in NAION rates.
https://t.co/icnBjfjxgZ

At the very least, I think you do your readers an injustice by not mentioning the VA’s strict nonformulary criteria.

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

Never forget kids:

- Red on black, you’re ok Jack
- Red on yellow, you’re a dead fellow

Get to a hospital and you’ll be fine. Very rare to die from a snake bite these days with medical care and antivenin.

[Joshua @JFreerz]

I got bit by a coral snake on Sunday. med flighted to the ER. Spent almost 3 days in the ICU & bout died lmfao. First pic is me holding it thinking it was a king snake. The rest are the affects. Still rocking nerve damage. But wild getting bit by the most venomous snake in the US

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

@Mindset4Money_X All time great post right here 😂

[Cole Smith, Pharm.D, BCPS @iamcrsmith]

Same people dismantling the EPA and dumping glyphosates over heavily wooded areas will tell you wind turbines ruin nature.

[Molly Pitcher @AmericanMama]

WAKE UP, AMERICA!

This so-called “green” wind energy scam is robbing your wallet, wrecking the countryside, and killing animals while pretending to save the planet.

It’s all a big fat lie pushed by companies and politicians who use your tax money to make themselves rich. The power is unreliable junk that only works when the wind blows, and it causes way more problems than it solves.

Taxpayers are getting ripped off pretty bad. Wind power has already sucked up $65 billion in government handouts since 2010 — that’s way more than oil and gas get. These turbines only make full power about a third of the time, so we still need regular power plants running as backup, which wastes money and jacks up everyone’s electric bills.

Look at Germany and how they spent hundreds of billions and now they have some of the highest power prices in Europe plus constant grid problems. Without tax dollars holding it up, the whole thing falls apart.

Regular families and the land get destroyed. People living near these giant turbines deal with constant noise, gives them headaches, and tanks their home values. When the wind stops, blackouts can happen.

The huge machines, concrete bases, and new roads tear up beautiful farmland and woods, turning peaceful areas into ugly industrial zones that ruin the land for good.

Nature is getting slaughtered because these turbines kill hundreds of thousands to over a million birds every year in the U.S. like the American bald eagle.

Bats get hit even harder, with tens or hundreds of thousands dying. The roads and spinning blades wreck animal homes and scare everything away. This bloodbath is total hypocrisy from the “save the Earth” crowd.

Basically, it’s a massive scam that helps cronies get rich while hurting people, animals, and the land.

It’s all a grift Elizabeth.