faye

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[faye @luckytmro]

这个财报后的鸡贼走势完美预判XDD一股没动看他表演

[faye @luckytmro]

@DoctorMbitcoin 老老实实炒币啥事没有，所有卖币买存的hoder这回都遭到了天罚🌝

[faye @luckytmro]

事到如今最对不起的就是

[faye @luckytmro]

搓手 （赌一把死了算了🌚

[The Earnings Correspondent @earnings_guy]

$INTU (Intuit) chart review before earnings today after close:

[faye @luckytmro]

@yefan1014 @Xiaoniu6161 女的也爱看 谢谢

[faye @luckytmro]

纳指这一段像不像去年比特币启动到冲顶那一段，按照这个剧本那纳指该冲到36000以后腰斩回18000，参照2008年的崩盘级别各种指标都挺相似的，嗯…

[faye @luckytmro]

事到如今最对不起的…

[The Earnings Correspondent @earnings_guy]

$INTU (Intuit) #earnings are out:

[faye @luckytmro]

@YceYre @williamlab 我真服你了哈哈哈

[faye @luckytmro]

@chenreason 是他，还是把口罩戴上吧😹

[faye @luckytmro]

@Liuqqqi 我胡说的🤪

[faye @luckytmro]

说个预言，2027～2028会大炒一轮量子计算，再给比特币留大半年时间启动B浪到接近前高，同期谷歌、IBM等宣布量子技术取得大突破，英伟达预计量子芯片2年内量产，所有量子股一瞬间就如今日的存储开始疯狂10倍上涨，另一边比特币正好C浪下跌归零，合上了🤣这是目前我唯一能想象出来的AI牛市继续的剧本哈哈

[faye @luckytmro]

@sunyuchentron …想吐槽还是算了，孙哥胜在年轻还有的是机会和时间折腾几轮😂

[faye @luckytmro]

@jackkcaj513 @justinsuntron 哈哈哈哈哈

[faye @luckytmro]

@PhyrexNi @qinbafrank @TJ_Research 一天哪来那么多事p大个简中股圈就这么几个人逼都让你们装完了🙄

[faye @luckytmro]

@TJ_Research 多进去死了算了（大厂版）

[faye @luckytmro]

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[Neil Sethi NEW account, please refollow @neilsethinew]

BofA: Tech saw its 2nd biggest inflow week of all time (26th biggest/97th percentile week when normalized by S&P 500 Tech mkt. cap).

Consumer sectors continue to see inflows (6th/3rd straight week for Discretionary/Staples).

[faye @luckytmro]

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[Neil Sethi NEW account, please refollow @neilsethinew]

In that regard, they see support and resistance levels keeping the SPX in its trading range:

"For now, we are not directionally biased either way and will rely on our PV bands as the guide for the week. Currently, our upper band is showing resistance at the 7550 strike, while support has shifted higher to 7300.

"Again, these levels should be very familiar by now, as they remain broadly within the same strike range SPX has been stuck in since the end of April."

[faye @luckytmro]

全部应验了，正确，哈哈

[faye @luckytmro]

@bboczeng 回头看真是汗流浃背了…感谢知行合一的自己，也感谢那时候在勃勃评论区采集到的fomo情绪让我做了正确判断，所以你别走啊😅你走了我的上哪儿找指标

[faye @luckytmro]

@bboczeng 回头看真是汗流浃背了…感谢知行合一的自己，也感谢那时候在勃勃评论区采集到的fomo情绪让我做了正确判断，所以你别走啊😅你走了我的上哪儿找指标

[faye @luckytmro]

Rotation isn’t over yet.use volatility to reposition

[Neil Sethi NEW account, please refollow @neilsethinew]

BBG: While momentum had its biggest four-day plunge since 2020 (to be followed by its largest one-day gain since then Thursday), the rotation out of momentum has been going on since June 22nd when it went from an over 20% YTD gain to a slight loss on Wednesday.

During that time low volatility has gone from a -25.6% YTD loss to -13.5% before falling back Thursday and Friday.

“Recent momentum weakness looks more like a rotation than a crash or even a correction,” said Wai Lee, head of systematic equity research at Allspring Global Investments. “Now the market is rewarding those stocks which are showing better return on the investments, free cash flows and the like.”

Momentum exposure remains high among fundamental long-short funds at the 89th percentile of the past five years, but among systematic funds it dropped to the 34th percentile.

“A sharp reversal after such gains is common, and often it’s not about any single catalyst as it is fear-of-missing-out giving way to vertigo,” said Lewis Grant, senior portfolio manager at Federated Hermes. “Given the sharp drawdown in high momentum names and the valuation of many AI-winners now less stretched, I expect the worst of the rotation is behind us.”

In contrast, JPMorgan strategists reckon the rotation has further to run. In a note recommending the quality factor, the quant team led by Khuram Chaudhry cited worsening sentiment and peaking money supply growth. While momentum reversals have been frequent over the past year, “this month felt different,” they wrote Friday.

https://t.co/EumNEu3ppK