Still bullish mid term
tis bumpy because of the midterms & politics
Trump is telling Warsh to cut rates
threatening to stop trading with countries that have a trade deficit unless the Fed cuts rates
WH also is feeling the pressure of the Mag7 and the spend $$, so they want Warsh to cut too
very politicalized fed meeting
(hence, there is no way in hell they are going to raise rates🤦♂️)
Watch the mag7, they have been range bound,
they are the signal here over the noise
moments of volatility -> be ready to lean in & add
Ai is still supercharging the economy
GDP growth + jobs good
George Carlin once said:
“When you’re born in this world you’re given a ticket to the Freak Show. And when you’re born in America, you’re given a front row seat.”
The older I get, the more I understand exactly what he meant.
market thinks rates are going to go up w/ sept hike odds up from 35% to 58%
market is getting it wrong
his inflation remarks were essentially word for word repeats of what he said after his last 2 FOMC meetings
both of which ended with no hike
Still bullish mid term
tis bumpy because of the midterms & politics
Trump is telling Warsh to cut rates
threatening to stop trading with countries that have a trade deficit unless the Fed cuts rates
WH also is feeling the pressure of the Mag7 and the spend $$, so they want Warsh to cut too
very politicalized fed meeting
(hence, there is no way in hell they are going to raise rates🤦♂️)
Watch the mag7, they have been range bound,
they are the signal here over the noise
moments of volatility -> be ready to lean in & add
Ai is still supercharging the economy
GDP growth + jobs good
Mag 7 = some of the largest companies / most influential CEOs in the world
roughly a third of the S&P 500 as we know
How much of the GDP is linked to AI (trade) ?
AI-linked goods = ~15% of global goods trade / ~42% of its growth in the first half of 2025
What projected scenario for GDP growth did Anthropic and Elon agree on yesterday? reaching 15% a year?
BREAKING: Michael Burry says he is covering part of his short positions and reducing the size of his bearish bets on Nvidia, $NVDA, and CoreWeave, $CRWV.
Incredible growth expected for $LITE, $COHR, and $AAOI with new GS optical transceiver forecasts.
- Global optical transceiver TAM revised up by 33% / 81% / 115% in 2026-28E.
- In 2026/27/28E: optical transceiver market to reach $68B/131B/148B.
- Driven by (1) higher rack-level AI server and ASIC AI server shipments and (2) higher estimates on the usage of optical transceivers per Nvidia GPU in rack-level AI servers.
- 800G and above segment to increase at a +69% CAGR to reach $45B/108B/130B.
- 800G/1.6T shipment volumes at 45M/33M units in 2026E, growing to 49M/71M in 2027E, with 3.2T shipment ramping up to 23M/68M in 2027/28E.
- Silicon photonics will account for 60%/80%/80% of 800G/1.6T/3.2T optical transceivers.
Just insane growth on top of what most people had forecasted a few months ago.
BREAKING: @DIU_x and Honeywell have successfully flown an aircraft for more than four hours from Seattle to Alaska over the Pacific without GPS, using quantum magnetic navigation.
A major step toward GPS-independent navigation in jammed environments, with plans to demonstrate the technology on a U.S. military C-17 Globemaster III later this year.
A market without conviction often shows up as elevated short interest, as shown in the quoted post.
That same lack of conviction tends to push potential upside higher. We measure it by aggregating distance-to-call-wall across major sector ETFs.
Originally this was a sell signal: when the distance is too low, upside is capped. Flip the rule and treat a 1-standard-deviation high reading as the trigger, and it becomes a useful buy signal, with a caveat: the distance also widens during selloffs.
Overlaying a positive weekly MACD filters those periods out. With that filter, the signal has been surprisingly effective.
It just triggered this week. 3,6 and 12 month win rates are 89%, 95% and 100%.
The study shows sell signals by default, but you can activate the buy signal by clicking its own bubble: https://t.co/eUvXw1rlJk
Defeat the three enemies which reside inside
the perfectionist kills dreams by making you think you're imperfect. breeds inaction
the doubter holds you back
the ego, part of you that chooses comfort over growth, thinking you've learned enough, belief that your achievements are you