iamindy_iamS❤️NE

[iamindy_iamS❤️NE @iamindy408]

Alex Karp went on CNBC and ripped into Anthropic & OpenAI.

He's definitely biased, but not totally off base.

Lots of companies jumped on AI tokens thinking more usage = success.

But the real question is still:

What actually changed in workflows?
How much did it cost

[iamindy_iamS❤️NE @iamindy408]

Credit spreads are still looking pretty calm overall—both high-yield and investment-grade—but they've been creeping up a bit lately.

Full story: https://t.co/hA7buh7uM5

[iamindy_iamS❤️NE @iamindy408]

Big moves need a solid foundation. Build up energy to expand.

After a big run, markets need time to digest before trending again.

Chop kills most traders. After that easy dollar move, overtrading eats your profits just when you should be doubling down.

It’s easier said

[iamindy_iamS❤️NE @iamindy408]

https://t.co/6jxXHRV888
We're live right now!

[iamindy_iamS❤️NE @iamindy408]

Weird, after the $BB 15c got opened and closed, looks like they're opening it back up again 🤔

[iamindy_iamS❤️NE @iamindy408]

Really feeling bullish on $ZETA and $NOW right now 🚀

[iamindy_iamS❤️NE @iamindy408]

TWI Morning Report ☕

SPX Gameplan 🎯
📈 7500 → 7540
🛡️ 7465 pivot
📉 7435 → 7400

Trend is positive with support gamma. Holding 7435 means we push toward 7500+. Playbook: buy the dips.

Focus:
$META above 593/609
New quarter, Mag7 rotation. No clear pm structure

[iamindy_iamS❤️NE @iamindy408]

I've been saying this ever since I bought $META.

Their ad game is solid.

If the AI assistant flops, just offload the extra capacity.

That's real flexibility, way more than the metaverse ever had.

[iamindy_iamS❤️NE @iamindy408]

$SPY had a big put fly open up midday — 100k on the Sept $615 puts, 200k on the $515 and $415. Pretty aggressive move 🧐

[iamindy_iamS❤️NE @iamindy408]

Even if you've got tons of proof against an idea, don't count out the chance you could be wrong. There's always room for a 'black swan moment'. If you've never thought one could show up, you could end up shocked one day.

[iamindy_iamS❤️NE @iamindy408]

The retail frenzy is going full insane mode again 😳

The gap between high-beta sectors' 3x leveraged ETFs (long vs inverse) is back to "all in" levels.

Semis, Nasdaq 100, and Tech are leading the charge.

[iamindy_iamS❤️NE @iamindy408]

Just vibing in Wales, around 850 AD, when 40,000 of these dudes roll in outta nowhere.

[iamindy_iamS❤️NE @iamindy408]

$ABEO
solid breakout and a ton of shorts getting squeezed 🚀

[iamindy_iamS❤️NE @iamindy408]

Checking $QQQ $SPY $IWM daily and monthly levels for tomorrow and July. Here's what I'm watching 📊

[iamindy_iamS❤️NE @iamindy408]

$APP looks solid for a long position right now 🎯
Two strong support levels at $500 and $497.85 backing it up 📉

[iamindy_iamS❤️NE @iamindy408]

Caught that $SPX 7500c for a quick 111% gain 🚀

This open house has been amazing so far! So many solid trades and completely FREE 💯

[iamindy_iamS❤️NE @iamindy408]

Everyone I know who's really successful uses their downtime to stay ahead.

That's the real "secret."

[iamindy_iamS❤️NE @iamindy408]

The more we look at things as chances, the less any single result takes over who we are.

[iamindy_iamS❤️NE @iamindy408]

End of quarter and June today.. could be a rough one with choppy moves in the final hour. But I'd buy any dip ahead of those typical early July boosts, and hey, they'll want a green week before America's 250th bday 🇺🇸