Ripper⚡

Momentum • Swing • Thematic • Market Commentary • High conviction setups • Stock ideas Journal • NFA

[Ripper⚡ @parabolicoption]

$MP
Earnings beat, CEO buying in the open market, Pentagon equity stake, Apple deal already inked.

Every AI data center, humanoid robot, and drone program runs on rare earth magnets... and there's basically one scaled domestic

Question is how quickly this breaks??

[Ripper⚡ @parabolicoption]

$MP $USAR
Beijing just sanctioned the exact two firms Washington funded to break its monopoly.
That's not a threat. That's a confirmation.
The reprice doesn't come from the mine. It comes from the day the West stops asking China for anything. Getting closer than the tape thinks…

[Ripper⚡ @parabolicoption]

US wins and going for knockout next .. quarterfinal seems possible!!

[Ripper⚡ @parabolicoption]

$MP

Robotics needs magnets. drones need magnets. AI cooling needs magnets. and the government already bought in.

you can keep building your spreadsheet on why it might not work

or you can notice the whole future runs through one supplier

not complicated. the trade just isn't for people who need permission to believe it is actually very simple long term bet..

[Ripper⚡ @parabolicoption]

$SPCX sucking up all liquidity with options gamma adding pressure on $SOXX $TSLA etc..

[Ripper⚡ @parabolicoption]

$SPCX crossed $AMZN and $MSFT tonight confirmed that they are undervalued at current levels..especially $AMZN

Wouldn't be surprised if $AMZN start to run towards $300!!

[Ripper⚡ @parabolicoption]

You dont want to see $SPCX do massive gapup and relentlessly run tomorrow. That would invite crash.

Consolidation within $100 - $135 range would be ideal to gain long term market confidence..

[Ripper⚡ @parabolicoption]

@Bitcoin_Teddy This is why he is worth $1T @elonmusk

[Ripper⚡ @parabolicoption]

$TSLA over $400 now.. that didn't take long

[Ripper⚡ @parabolicoption]

$TSLA could get a huge pump off $SPCX . Rumors could swirl again about merger!!

[Ripper⚡ @parabolicoption]

@kunal00 Damn that was actually best entry of the day..also in TSLA 400 c lotto

[Ripper⚡ @parabolicoption]

$HOOD froze lol... classic

[Ripper⚡ @parabolicoption]

$SPCX who was supposed to be tailwind today for $RKLB $RDW and $NASA is hurting by not getting ready in the AM which has allowed the bids to drop before it opens..Lets see how this one turns out..

[Ripper⚡ @parabolicoption]

Feels like watching the impact of $SPACX on the market, OpenAI and Anthropic would rush to listing in order to grab as much premium as possible..

[Ripper⚡ @parabolicoption]

$BTC $ETH sentiment at its worst, wouldn't be surprised if this marks local bottom into the Mid term elections this November...

When the administration is a tail wind , its hard to stick to bear thesis over the long term!!

[Ripper⚡ @parabolicoption]

Watch $META make U-turn on Capex next week and then watch AI selling off...

[Ripper⚡ @parabolicoption]

$META wtf??

[Ripper⚡ @parabolicoption]

$AMZN absolute stud today!! not budging at all..

[Ripper⚡ @parabolicoption]

$ISRG $SYK $MDT

Money has to go somewhere when the AI trade gets too crowded to chase
Medtech's been the forgotten corner for two years. That neglect is the setup. Procedure volume keeps compounding while these trade like tired industrials
$ISRG is the one I keep coming back to. Razor-and-blade economics most software companies would envy, and the installed base keeps widening while nobody watches
The tape calls them boring right up until they're not

[Ripper⚡ @parabolicoption]

$GOOGL

Watching $AVGO into earnings but the real read is on $GOOGL

strong custom ASIC demand means the TPU buildout is already working, not coming

the Street keeps modeling Google like that line item doesn't exist but A/H $AVGO print might force the update!!