Raleigh Beach Capital Management

Market commentary, methodologies & research. Affiliate links may earn us a commission. We do not provide financial advice.

[Raleigh Beach Capital Management @raleigh_beach]

Raleigh Beach Capital Management is live.

We cover:

- Trading tools
- Market research
- Options and swing trading
- Long-term investment research
- Practical risk management

We currently use and promote @PeloSwing products.

Two ways to access them below, depending on how you invest.

[Raleigh Beach Capital Management @raleigh_beach]

The "less than a year" part is the key.

[Oklo @oklo]

WE HAVE CRITICALITY!

Oklo has completed first criticality at its Groves Isotope Test Reactor.

Built in less than a year under the @ENERGY’s Reactor Pilot Program, Groves offers a concrete blueprint for future advanced nuclear deployment as the fastest fully privately financed and built reactor project of its kind.

Today, Oklo proves that advanced reactors can be built, started, and operated faster than anyone thought possible and shows the world that America can build nuclear again.

https://t.co/7pPFBtljLJ

[Raleigh Beach Capital Management @raleigh_beach]

@QC_Capitals No

[Raleigh Beach Capital Management @raleigh_beach]

@Hedgeye So much talk about the yen carry trade, will we all forge the kimchi premium?

[Raleigh Beach Capital Management @raleigh_beach]

@jimcramer Tell 'em Jimbo!

[Raleigh Beach Capital Management @raleigh_beach]

A new term we're coining for heavy 0dte index option trading:

SPXMAXXING

[Raleigh Beach Capital Management @raleigh_beach]

A lot of hedge words here, but the market won't like it regardless.

[unusual_whales @unusual_whales]

BREAKING: Fed Chair Kevin Warsh is reportedly prepared to support a rate hike in September, per FT

[Raleigh Beach Capital Management @raleigh_beach]

@SawyerMerritt Am I trippin or is this Darth Vaders tie fighter from above? @elonmusk can confirm?

[Raleigh Beach Capital Management @raleigh_beach]

New rendering of the @SpaceX @Tesla Terafab

[Raleigh Beach Capital Management @raleigh_beach]

@satymahajan Pretty good considering

[Jurrien Timmer @TimmerFidelity]

A reasonable person would have assumed that the recent shakeout in the AI momentum and semiconductor space would have sent speculators running for the hills, but that has not been the case. In fact, per the chart below it appears that the fast money in South Korea and the US is doubling down.

[Raleigh Beach Capital Management @raleigh_beach]

@leonid_zador We like both!

[Raleigh Beach Capital Management @raleigh_beach]

@BlackMambaMilli Back in our day the weed budget outlay was greater

[Raleigh Beach Capital Management @raleigh_beach]

@optionscjp Maybe today 🤷‍♂️

[Raleigh Beach Capital Management @raleigh_beach]

@BillBrooklyn10 Ooo $INTC doubling - bold call!

[Raleigh Beach Capital Management @raleigh_beach]

@Mr_Derivatives We will ponder this today.

[Raleigh Beach Capital Management @raleigh_beach]

Who did he sell to? @CathieDWood ?

[unusual_whales @unusual_whales]

BREAKING: Jeff Bezos disclosed the sale of 1,209,649 Amazon, $AMZN, shares at $286.41 each, generating approximately $346.5 million in pre-tax proceeds.

[Raleigh Beach Capital Management @raleigh_beach]

Decent valuation

[unusual_whales @unusual_whales]

Deutsche Bank has said gold’s fair market value is $4,700

[Raleigh Beach Capital Management @raleigh_beach]

$APP we got us a bloodbath out here

[Ted @TedPillows]

🇺🇸 Senator Cynthia Lummis expects a vote on the Clarity Act in the next 2 days.

Do it.

[Raleigh Beach Capital Management @raleigh_beach]

@clintoptions For Lambo money?