J Kulp

[Jordan Roy-Byrne CMT, MFTA ⛏⛏ @TheDailyGold]

@MacroCharts 4) Gold Best Fit Analog

The current “best fit” for this breakout maps as a weighted composite: 75% of the 1972 breakout and 25% of the 2005 breakout, time-shifted forward by 6.5 months.

Do the bears have enough juice to drive Gold lower by another by 10%?

[J Kulp @jonathan_kulp]

$Copper $COPX $FCX $SCCO - Long
price levels- copper blew through 6.50 last night. Will be buying hourly pullbacks at support levels.

[J Kulp @jonathan_kulp]

$MSFT Target 500.00 + Long
Nvidia and Microsoft team up to turn Windows PCs into AI Powered Personal Assistants

NVIDIA today unveiled NVIDIA RTX Spark™, a new superchip that reinvents Windows PCs for the era of personal AI agents — offering a new class of computer that moves from tool to teammate.
Designed for AI, creating and gaming, RTX Spark brings together 30 years of NVIDIA innovation — including NVIDIA CUDA®, NVIDIA RTX™, DLSS, FP4, NVIDIA TensorRT™, NVIDIA OptiX™, Reflex and G-SYNC® — to slim Windows laptops with all-day battery life and small, ultraefficient desktop PCs.
"The PC is being reinvented," said Jensen Huang, founder and CEO of NVIDIA. "For forty years, you launched apps. Click. Type. With RTX Spark and Microsoft Windows, you ask — and the PC does the work. RTX Spark brings everything NVIDIA has built — CUDA, RTX, our AI platform — into a single superchip. Local agents. Frontier models. Creative workflows. RTX games. All on a laptop. This is the new PC. The personal AI computer."
The RTX Spark superchip features an NVIDIA Blackwell RTX GPU with 6,144 CUDA cores and fifth-generation Tensor Cores with FP4 precision, connected via the NVIDIA NVLink®-C2C chip-to-chip interconnect to a high-performance, 20-core NVIDIA Grace™ CPU.
MediaTek, a market leader in Arm-based system-on-a-chip designs, collaborated with NVIDIA on the custom CPU design, contributing to its best-in-class power efficiency, performance and connectivity.

[J Kulp @jonathan_kulp]

@ViralNewsNYC Why would New Yorkers even use these mailboxes after seeing these crooks steal every day?

[Serenity @aleabitoreddit]

$SIVE basically took their entire revenue pipeline.

In the entire company’s history.

Then grew that by 77% in the first 3 months.

Thats by far the clearest indication of the inflection of the CPO supercycle.

It’s probably going to look exponential from here on out.

[J Kulp @jonathan_kulp]

@DefiantLs Fake news. Nobody shops at Aldis

[J Kulp @jonathan_kulp]

@cantonmeow That quote was aktually very funny 😂😂😂

[J Kulp @jonathan_kulp]

$RH might be sniffing out lower interest rates with this possible bottoming formation. I’ll be keeping it on the radar as well as $LOW $HD and $NAIL - might try some put option sales to dip the toes in first!

[J Kulp @jonathan_kulp]

$SIVEF Nasdaq listing coming soon- my biggest winner of the year so far. My first buy was 1.70/ share. Thanks to @aleabitoreddit ! Could double from here eventually

[J Kulp @jonathan_kulp]

Bought $SMR I might be a little early but chart is looking like $RGTI and other quantum’s a few weeks ago. First resistance is 14.00 area. My first sell target is 22.00 which should come very quickly after 14.00 is taken out.

[J Kulp @jonathan_kulp]

@TJTheWheelDeal $SOFI is still under the 55 SMA while a lot of the market is ripping into ATH’s. Seems like opportunity loss to me but whatever floats your boat!

[J Kulp @jonathan_kulp]

@ClownWorld No thanks

[J Kulp @jonathan_kulp]

Hmm

[Christian Fromhertz 🇺🇸 @cfromhertz]

Hedge Funds Reverse Course on US Tech Stocks (Bloomberg)

🔹Hedge funds turned net buyers of US information technology stocks last week at the fastest pace in two months, according to Goldman Sachs’ Prime desk, reversing a stretch of selling that had been concentrated in the semiconductor space.

🔹The gross and net exposures on info tech as a percentage of the total US Prime book both ended the week at or near five-year highs, and in the 100th percentile, the Goldman team writes in its weekly recap.

🔹Single stocks were net bought overall for a third straight week, with long buys outpacing short sales by 1.2 to 1. Every US sector saw increased gross trading activity.

🔹Information technology, consumer discretionary and real estate were the most net-bought sectors in dollar terms, while staples, materials and energy were the most net-sold. Macro products were marginally net bought, with US-listed ETF short positions falling 4% — the first such decline in three weeks — led by covering in large-cap equity and tech ETFs.

[J Kulp @jonathan_kulp]

#Ethereum $ETHU
long

[Shhh.. @ShhhhhCalm]

$ENVX

The deeper I go into ENVX, the more I think the market still underestimates how important energy density could become in the AI device era ..

Most people think about AI through chips, models, and data centers ..

But if AI keeps moving closer to the edge , into phones, smart glasses, wearables, drones, sensors, and defense electronics , then battery density becomes one of the real bottlenecks ..

That’s where Enovix becomes interesting.
This is not just a “battery story.”
It is a bet that next-generation devices will need more power in smaller, lighter, thinner form factors ..

And Enovix is trying to solve that with a 3D silicon-anode architecture designed to push energy density beyond conventional lithium-ion cells ..

The smart eyewear angle is especially important ..

AI glasses may be one of the hardest products to build at scale because every gram, millimeter, and watt matters ..
A better battery does not just improve the product ..
It may enable the product ..
That said, this is still a prove-it story ..
The technology looks promising ..
The AI-device tailwind is real ..

The management team is stronger than most early-stage battery companies ..
And Fab2 in Malaysia could become the inflection point ..
But execution risk is still the entire game ..

Sampling is not the same as volume production ..
A development agreement is not the same as a mass-market design win ..
And higher energy density only matters if it can be manufactured safely, consistently, and economically ..

That is why $ENVX is so interesting right now ..
If Fab2 scales, customer qualifications convert, and AI wearables/phones become real volume markets, the company could be viewed very differently ..

If not, it risks becoming another impressive battery technology that never fully crossed the manufacturing valley of death ..

For me, the core thesis is simple :
AI may not only need better chips ..
It may also need better batteries ..

🔋

[J Kulp @jonathan_kulp]

@optionscjp I lost my shirt last year selling tsla weekly puts with an account that was too small for that kind of leverage. It worked until it didnt

[J Kulp @jonathan_kulp]

$FCX $SCCO $COPX #COPPER
are you paying attention yet?