M T

Public Markets • Private Equity • AI •
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Community of sharing ideas & learning together.
Views are my own, NOT A FINANCIAL ADVICE

[M T @mtaaafm]

Never test the depth of the water with both feet

[M T @mtaaafm]

Hey,
new swing trade set up on board..

[M T @mtaaafm]

Not buying anything until Thursday sessions, looked like markets are pricing volatility.

[M T @mtaaafm]

$ELF
Fell in love with beauty sector. Showed a huge demand. It was meant for a short term swing, changed the perspective, thinking to keep it as a long term holding.

[M T @mtaaafm]

$ELF looked very interesting.
Loaded the boat.

[M T @mtaaafm]

US housing data came in weaker than expected today.

• Building Permits: 1.413M vs 1.420M expected (1.423M prior)
• Housing Starts: 1.177M vs 1.430M expected (1.392M prior)

The biggest miss was Housing Starts, signaling a meaningful slowdown in residential construction activity.

Markets may interpret this as another sign that economic growth is cooling, potentially increasing pressure on the Fed to maintain a dovish stance later this year.

📈 Bullish for rate-sensitive growth stocks if lower rates become more likely.
📉 Bearish for the housing sector and a warning sign for broader economic momentum.

Tomorrow’s Fed statement and Dot Plot just became even more important. #Fed #Stocks #SPY #QQQ #HousingMarket #Markets

[M T @mtaaafm]

Whats up with $BLSH anyone knows anything about it ?

[M T @mtaaafm]

Tomorrow’s Fed meeting isn’t about the rate decision.
The market already expects no change.

What matters is:
• The Dot Plot
• Kevin Warsh’s tone on inflation
• Oil, energy, and geopolitical risks

A lot of growth and AI valuations are still supported by expectations that rates eventually move lower.

If Warsh sounds more hawkish than expected, growth stocks could feel it first.

If he stays balanced and keeps the door open for future cuts, the rally may have more room to run.

Tomorrow is all about the message, not the decision.

[M T @mtaaafm]

$SPCX keeps adding 20% on top of 20% almost every day.

At this pace, a move toward $600 feels like a matter of time.

The question is: are investors simply pricing in a massive future valuation, or is the underlying business already generating revenue growth strong enough to justify this run?

Either way, the market is telling us demand is far exceeding supply.

[M T @mtaaafm]

@Oliver_Night_ Heared a collab deal

[M T @mtaaafm]

Is the $OPTT deal is happening for real?

[M T @mtaaafm]

@NOUF_ALTHANI_00 اصول كرستيانو رنالدو ترجع للرأس الاخضر

[M T @mtaaafm]

The deal has to be signed otherwise volatility may still be on the table.

[M T @mtaaafm]

$INUV

Everyone is focused on what Inuvo was.

I’m focused on what it could become.

At roughly a $25M market cap, the market is pricing in very little success.

If IntentKey continues gaining adoption and management executes, a $100M-$250M valuation isn’t a crazy outcome.

That’s the asymmetry I’m watching.

[M T @mtaaafm]

The more I look at $NOK , the more interesting it gets.

While everyone is chasing the next AI headline, Nokia is quietly sitting at the intersection of telecom infrastructure, defense, data centers, and AI network demand.

Not saying it’s a moonshot.

But risk/reward is starting to look very attractive here.

[M T @mtaaafm]

Everyone is chasing what’s already obvious.

I’m focused on what could look completely different 6 months from now:

$GRRR
$HIMS
$GRAB
$INUV
$BMNR

High risk?
Sure.

But the biggest gains rarely come from buying what’s comfortable.

They come from buying before the crowd sees the full picture.

[M T @mtaaafm]

In 5 years, people will say you were lucky.

They won’t see the nights you spent researching.
They won’t see the drawdowns.
They won’t see the doubt.

They’ll only see the result.

Stay focused.

[M T @mtaaafm]

@MsVeilMoney 80-90$ yes otherwise,,, nahhh

[M T @mtaaafm]

Markets are closed Friday ( Juneteenth ).

Never underestimate the impact of a shortened trading week.

Less liquidity.
Less time to reposition.
Bigger moves when surprises hit.

And this week has a Fed decision.

Stay alert.

[M T @mtaaafm]

This Week Will Decide The Market’s Next Big Move

Forget the noise.

This week is all about one thing: interest rates.

Retail Sales
Industrial Production
Housing Starts
Fed Rate Decision
Kevin Warsh’s first meeting as Fed Chair

The market has rallied hard.

Now investors need confirmation that:
• The economy remains strong
• Inflation stays under control
• The Fed won’t surprise with a hawkish tone

A dovish Fed + resilient economic data could send stocks, crypto, and risk assets significantly higher.

A hawkish Fed + weakening consumer data could trigger a sharp pullback.

Adding to the setup:

Shortened trading week
Lower liquidity
Higher volatility

The biggest mistake investors can make this week is underestimating Wednesday.

Everything else is just noise.

$SPY $QQQ $IWM bitcoin:native $NVDA $TSLA $AMZN $META $MSFT

[M T @mtaaafm]

The market may be focusing on the headlines.

I’m focusing on the message.

Trump is openly talking about peace, restraint, and a deal with Iran.

If diplomacy wins, the biggest trade won’t be oil.

It will be the repricing of risk across the entire market.

Fear leaves.
Liquidity returns.
Assets rerate.

Watch what happens next.

[M T @mtaaafm]

The market doesn’t pay you for being right.

It pays you for being right before everyone else.

If your investment thesis is already on every podcast, every TV channel, and every social media feed…

You’re probably late.

Fortunes are built in uncertainty.
Not in consensus.