Xprsgigs111

Global market publisher.

[The Kobeissi Letter @KobeissiLetter]

US semiconductor stocks just saw another historic day:

The semiconductor sector outperformed the software sector by +8.4 percentage points on Thursday, the biggest one-day outperformance on record.

Since April 2025, the ratio of semiconductor stocks relative to software stocks has fallen -70 points, to the lowest in history.

This comes as the Semiconductor Index, $SOX, has rallied +183% over this period.

At the same time, software stocks are up just +5%.

$SOX, has now closed higher for 17 consecutive trading sessions, the longest streak in history.

Investors are rotating from software to semiconductor names at an unprecedented rate.

[The Kobeissi Letter @KobeissiLetter]

ANNOUNCEMENT:

We are excited to present The Kobeissi Letter’s 2025 performance report.

Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%.

Since 2020, our investment strategy has now returned +516.3%, significantly outperforming the S&P 500’s +111.9% return over the same period.

Our 2025 return builds on +8.1% in 2024, +15.5% in 2023, +92.8% in 2022, +35.3% in 2021, and +44.8% in 2020.

Since 2020, our analysis has delivered a Compound Annual Growth Rate (CAGR) of +35.4%, outperforming the S&P 500’s +13.3% CAGR.

Read the full annual report here:

https://t.co/p5CVL5ZckU

[Xprsgigs111 @prsgigs]

@JasonL_Capital Leap

[Xprsgigs111 @prsgigs]

@stamatoudism @stamatoudlsm_ @chartfanatics @Wordsofrizdom @stamatoudlsm_ what do you say about CAR’s current chart, it looks like a textbook pattern but may not be the perfect one, it does have a base and 100x price raised.

[Xprsgigs111 @prsgigs]

@stamatoudism @stamatoudlsm_ @chartfanatics @Wordsofrizdom Very nice session, he is very transparent and honest in his teachings.

[Xprsgigs111 @prsgigs]

@Ravindra_PE @mahajanh My trading view - oakops111
Thanks!

[Lone @lonextrades]

Qullamaggie on Trading Coaches and Don’t Spend Time Solving Problems You Don’t Have

“Is a trading coach a good idea? No, it’s a waste of time. Trading coach—who the hell is there such a thing? It’s all a waste of time guys, guys stop it. You don’t need a fucking trading psychologist. You don’t need a stupid fucking trading coach. Fuck off, no, guys stop it bullshit.

No, your problems stem from not having a setup. That’s what your problems are. If you have discipline problems or this or that, it comes from you not having a setup. You don’t know how to implement a setup. You don’t know when to trade it and when not to trade it. That’s what your focus should be on, okay?

Your focus should be on studying setups and owning a setup like, let’s say you have watched my streams for a while and you’re like oh, this breakout setup he keeps talking about a lot and recommending, maybe I should study this thing, maybe I should spend a couple of hundred hours going back looking at hundreds of stocks, go back a few decades and then you look for all of these variations of that setup, like you confirm it.

Is this a real thing okay? And then you look at it, what should I do, where should I put my stop, what kind of exit rules should I have? Like I know Kristjan recommends a 10 and 20 but if I use maybe the exponential moving average, this and that, maybe I oh I think this works a bit better than what Kristjan recommends. Hey I’ll use this instead or hey I think the 10 and 20 work fine.

And then you start looking at okay what type of market environments do most of these setups happen? When do these things break out and have the best follow through? I know Kristjan has been talking about trying to you know avoiding buying breakouts when the 10 days sloping lower, the 20 days sloping lower, and the 10 days below the 20 day.

Most of the time when the 10 day if you look at the major index like Nasdaq when the 10 days sloping lower, the 20 days sloping lower and the 10 days below the 20 days most of that time you don’t get many setups and if you get them they usually fail. Hey okay so now I know what setup to trade, where to put my stop, where to exit, where to take profits, I know what kind of market environments to trade this setup.

Hey look at that, I don’t need to pay that scammy trading coach or trading psychologist a bunch of money to help me solve issues I didn’t have to begin with. Look at that.”

[Wall St Engine @wallstengine]

Stan Druckenmiller Interview:

> The US economy is strong
> Don’t think the Fed will hike rates
> Valuations are toward the top range
> A lot of disruptions going to happen
> Portfolio not concentrated in AI anymore
> Bearish on U.S. Dollar
> Short Bonds
> Long Gold
> Long Copper
> Long Korea + Japan
> The macro matters
> More Stimulus

[Morgan Stanley @MorganStanley]

Watch Hard Lessons, as legendary investor Stan Druckenmiller sits down with Morgan Stanley’s Iliana Bouzali, sharing how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.

[Xprsgigs111 @prsgigs]

@shivaji_1983 Hello Shivaji, I am hoping you are from Karnataka, i am from Mysore. Do you have a min to talk to you or your staff? Swalpa questions kelbeku if you are available. i am in CST timezone.

[Xprsgigs111 @prsgigs]

@shivaji_1983 I came across your education site today and was wondering if I could still enroll despite missing two classes that have already taken place.

[Xprsgigs111 @prsgigs]

DM ?

[Xprsgigs111 @prsgigs]

@shivaji_1983

Hello Shivaji, I know I am late to signup. Can I still join the session ?

[Xprsgigs111 @prsgigs]

Let's get real!! those huge price spikes that happen after a massive sell-off are usually just a flash in the pan. What's left is either a bunch of volatility or a big ol' period of consolidation. And if there's no fresh news to spice things up, it's back to the same old same old

[Xprsgigs111 @prsgigs]

@iim_trader I appreciate your response. I'll definitely be back with more questions. With nearly a decade of on-and-off experience in the market, I'm now more serious than ever about finding my niche.