Sam Mencer

Market slayer 📈 | 8 years Exp | Investment Broker

[TrendSpider @TrendSpider]

X has begun rolling out a feature allowing users to trade stocks directly on the platform through connected brokerages.

SpaceX $SPCX is officially the first stock enrolled.

[Barchart @Barchart]

Nvidia $NVDA has been a big laggard this year compared to other U.S. chip stocks

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Hedge funds posted their largest weekly sale of US equities last week since the week of “Liberation Day” in April 2025.

This marks a sharp reversal after 3 consecutive weekly purchases.

Single stocks accounted for ~53% of total sales, one of the highest readings over the last year.

9 of 11 sectors were sold, led by Information Technology, Industrials, Utilities, Health Care, and Materials.

Only Energy and, to a lesser extent, Consumer Discretionary saw purchases.

Meanwhile, macro products, such as index futures and ETFs, accounted for ~47% of total sales, with US-listed ETF shorts modestly increasing last week, and snapping a 6-week streak of short covering.

Hedge funds are rapidly unwinding their bullish bets on US equities.

[Leshka.eth ⛩ @leshka_eth]

🚨 BREAKING

🇺🇸 JPMORGAN WILL DUMP $205 BILLION IN U.S. STOCKS WHEN MARKETS REOPEN AFTER THE WEEKEND

THIS COMES AS THE U.S. TREASURY PREPARES AN EMERGENCY BOND PURCHASE

LOOKS LIKE SOMETHING VERY BAD IS ABOUT TO HAPPEN ON MONDAY

[🇺🇸 Ronald Carter @USronaldcarter]

Bitcoin crashed from $126,000 to $60,000.

And while crypto traders were getting murdered:

Gold went from roughly $2,000 to a $5,595 ATH.

Micron TRIPLED this year.

Sandisk went up 500%+ this year.

AI stocks printed fortunes.

The S&P kept making records.

SpaceX walked into the market and raised $75 BILLION at a $1.77 TRILLION valuation.

Investor demand?

MORE THAN $250 BILLION.

Do you understand what that tells you?

THERE IS MONEY EVERYWHERE.

U.S. household wealth is above $181 TRILLION.

Stocks have become one of the biggest wealth machines in America.

Everyone who caught AI, chips, gold and stocks is sitting on profits.

And Bitcoin spent months getting completely fucking destroyed.

Perfect.

Because now the rotation has started.

BTC:

$60K → $70K → almost $80K.

More than 20% in two days.

Bitcoin ETFs just took in roughly $1.6 BILLION in four days.

Trump is openly pushing crypto legislation.

The SEC is opening the door to a friendlier crypto framework.

M2 is above $23 TRILLION.

Yet bears are telling me:

“Bitcoin will need six months.”

“Bitcoin will need a year.”

A YEAR FOR WHAT?

It does not need six months to hit $125,000.

I think it can happen in 30 DAYS.

$125,000 BITCOIN.

WITHIN A MONTH.

YOU ARE STILL NOT BULLISH ENOUGH.

[Crypto Rover @cryptorover]

CRASH IN JAPAN 🚨

¥18.8 TRILLION ($120 billion) wiped from Japanese stocks today.

It's happening.

[Bull Theory @BullTheoryio]

🚨 $420 billion has been wiped out from US stocks at the open as the US bond crisis deepens.

[Gordon 🐂 @GordonGekko]

ETH downtrend is now over.

Any dip will be for buying.

[Investing With Brandon @Invest_Brandon]

THESE 8 STOCKS ARE ABOUT TO MAKE "AVERAGE JOES" MILLIONS

[Crypto Rover @cryptorover]

HUGE: 🇺🇸 The SEC is preparing to bring U.S. stocks on-chain for 24/7 trading.

This week, SEC Chair Paul Atkins is expected to meet with President Trump, CFTC Chair Michael Selig, the NYSE, CME Group, DTCC, and leading crypto companies.

[Crypto Rover @cryptorover]

Average Bitcoin bear market: 365 days.

Current bear market: 315 days.

Bear market progress: ▓▓▓▓▓▓▓▓▓░ 86.3%

[Bull Theory @BullTheoryio]

🚨 CHINESE 5 YEAR BOND YIELD JUST CRASHED 7% IN ONE DAY.

This is a move you rarely see in government bonds.

The yield fell to around 1.339%. It was 2.52% at the start of 2024.

Money is piling into government bonds because there is nowhere else to put it. Property is still broken and demand is weak.

Its stock market is still down 36% from the 2007 peak.

Investors are locking in 1.339% for five years because they expect things to get worse, not better.

[The Macro Paper @macropaperr]

BREAKING:

🇨🇳 China's 5Y bond yield crashed 7% today and hit a 20-month low.

The 5Y yield is now just 2.5 bps away from hitting a record low.

While other bond markets are selling off, investors are pouring money into Chinese bonds.

[Barchart @Barchart]

JUST IN 🚨: CBOE Volatility Index $VIX closes at lowest level this year 📉 No fear left in the market!!

[Rashad Hajiyev @hajiyev_rashad]

Over the past 2 weeks gold gains 7%, senior gold miners GDX 22%. Miners made 3x vs gold. Very good…

[Robert Kiyosaki @theRealKiyosaki]

$40 TRILLION US NATIONAL soon!!

Q: What are you doing about it?

Friends who are much smarter than me, such as Jim Rickards are predicting $200 an ounce for silver and $10,000 an ounce gold soon.

Of the two…. I think silver is the best choice in August 2026.

Q: What do you think….or more importantly what are you doing ?

Actions speak louder than words!!!

Take care:

Remember: Savers of cash are the BIGGEST LOSERS!!!!

[Sam Mencer @mencer_sam]

@hairiidham20 Good Analysis, I think we could use a great mind like yours in our community of Forex traders, a community where traders share ideas, it's an open group for traders, let me know if your interested, we would be happy to have you. @hairiidham20

[Sam Mencer @mencer_sam]

@lam196325 I think we could use a great mind like yours in our community of Forex traders, a community where traders share ideas, it's an open group for traders, let me know if your interested @lam196325

[Sam Mencer @mencer_sam]

@marketTrader92 Nice analysis

I think we could use a great mind like yours in our community of Forex traders, a community where traders share ideas, it's an open group for traders, let me know if your interested @marketTrader92

[Ohio State Football @OhioStateFB]

A Saturday FULL of Scoring.

#GoBucks