Jim Benson

[Jim Benson @JimDBenson]

Thank You 1,000 followers. Great information and ideas exchange. It’s an honor to be connected with some of the finest people on twitter❤️

[Jim Benson @JimDBenson]

@TradingThomas3 https://t.co/9SaP6AkuOj

Fed expects to " hike rates this year " 🔻aka higher-for-longer

Parabola double-top-bubble pop🔻
$sox $soxx $soxl $qqq $tqqq $nvda

[Jim Benson @JimDBenson]

@TradingThomas3 https://t.co/9SaP6AkuOj

Fed expects to " hike rates this year " 🔻aka higher-for-longer

Parabola double-top-bubble pop🔻
$sox $soxx $soxl $qqq $tqqq $nvda

[Jim Benson @JimDBenson]

@TheAroraReport Past 2.5 mo parabola watch
$koru has been up 314% = 92,000 % AGR
$sndk " 268% = 59,000 %
$mrvl 250 = 32,000 %
$mrvl 188 = 26,000
$mu $intc 172 = 19,000
$amd 150 = 10,600
$lrcx 96 = 2,100
$amat 88 = 2,000
$amat $klac 80 = 1,400

Unsustainable ⚠️ $soxx $smh $soxl $qqq
Demark Wk⚠️

[Jim Benson @JimDBenson]

@TheAroraReport Past 2.5 mo parabola watch
$koru has been up 314% = 92,000 % AGR
$sndk " 268% = 59,000 %
$mrvl 250 = 32,000 %
$mrvl 188 = 26,000
$mu $intc 172 = 19,000
$amd 150 = 10,600
$lrcx 96 = 2,100
$amat 88 = 2,000
$amat $klac 80 = 1,400

Unsustainable ⚠️ $soxx $smh $soxl $qqq
Demark Wk⚠️

[Jim Benson @JimDBenson]

@QuintenFrancois Unsustainable parabola❌
$sndk $soxx $smh

[Steve Hanke @steve_hanke]

Brent crude oil has now dropped below $80/bbl.

Yet global oil inventories continue to decline rapidly. Barclays still expects Brent to average $100/bbl in 2026 and projects a supply deficit in Q3.

STAY LONG OIL.

[Jim Benson @JimDBenson]

@elliotrades “Is” ?

[Open Source Intel @Osint613]

JUST IN 🔴

A provision passed by Congress in 2024 could complicate parts of the Iran MOU.

After the Trump administration formally determined that the IRGC was involved in drone attacks on Americans, the law effectively blocks removing the IRGC from the FTO list for 4 years.

Trump can waive the restriction on national security grounds, but convincing Republicans to support removing the IRGC from the terror list would be a major political challenge.

@AndrewDesiderio/ Punchbowl

[Steve Lookner @lookner]

NBC News: "Iran has fired multiple drones toward commercial ships in the Strait of Hormuz since the U.S. and Iran agreed to a memorandum of understanding Sunday...The IRGC has fired multiple drones each night since the MOU was digitally signed Sunday, the official said."
https://t.co/THFjRxe4ig

[World Source News @Worldsource24]

The Islamic State claims to hit an oil tanker belonging to the Iraqi government passing through Syria in Manbij.

[Barchart @Barchart]

Semiconductor Stocks are now outperforming the rest of the Stock Market by the largest margin in history, double what it was at the Peak of the Dot Com Bubble 🚨🚨🚨

[Charlie Bilello @charliebilello]

Only times in history where the Semiconductor Index gained more than 230% in a 14-month span:

1) December 1998 - February 2000
2) April 2025 - Today

That's the entire list.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Every great market collapse came from one of four things.

Look at the last fifty years of S&P 500 drawdowns. The big ones all have a name.

– 1973: Inflation. -43%
– 1987: Liquidity. -30%
– 2000: Tech. -47%
– 2008: Credit. -55%

Four causes. Inflation, liquidity, tech, credit. That's the whole list.

Notice what they have in common. None of them announced themselves. Inflation was "transitory." The 1987 plumbing looked fine until the morning it didn't. Tech was a new paradigm. Credit was AAA-rated right up to the default.

The damage was never in the thing everyone was watching. It was in the thing everyone assumed was safe.

So the only useful question in a bull market is simple.

Which of the four is quietly breaking this time?

Right now, one of them is starting to.

[Barchart @Barchart]

Sandisk $SNDK hits a 99.13 on the Monthly RSI, the most overbought level for any stock in history 🚨🚨

[Jim Benson @JimDBenson]

@charliebilello @CoryLVenable Past 2.5 month parabola watch
$koru has been up 314% = 92,000 % annual growth rate
$sndk " 268% = 59,000 % "
$mrvl " 188 = 26,000 %
$mu $intc 172 = 19,000 %
$amd 150 = 10,600
$lrcx " 88 = 2,000
$amat 79 = 1,400

Unsustainable ⚠️ $soxx $smh $soxl $qqq $tqqq
Demark Weekly⚠️Sells❌

[Charlie Bilello @charliebilello]

One of the biggest mistakes investors make is assuming a low forward P/E means a stock is cheap.

Micron traded at a low forward multiple in 2000 because earnings were nearing a cyclical peak.

Then DRAM prices collapsed, earnings evaporated, and the stock lost over 98%.

Today, Micron once again looks inexpensive relative to its expected earnings.

The key question: are those earnings cyclical or structural?

[Jim Benson @JimDBenson]

@TradingThomas3 Until it dumps as most ipos do
$spcx

[Jim Benson @JimDBenson]

@Mr_Derivatives Demark Weekly sell signals galore
$spy $spyl $tqqq $soxl

[Jim Benson @JimDBenson]

@mitchellvii You spelled IRGC wrong

[Jim Benson @JimDBenson]

@JesseBWatters Money to IRGC emboldens terrorism by them and proxies