StackYourBread

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[Wall Street Memes @wallstmemes]

Hey! There's a bubble. Yep Oracle's risk of default is higher than the Lehman brothers in 2008 and everyone's acting like it's normal

[Crypto Rover @cryptorover]

BREAKING: 🚨 The U.S. stock market (S&P 500) is now at its most overvalued level in history, overtaking the 2008 peak.

[Mike Investing @MrMikeInvesting]

I’ve said this before, but I’ll say it again…

$SPCX in retrospect is quite literally one of the easiest buys.

There’s only one way to play $SPCX & that is:

Buy at $100.

Buy even more at $80.

& finally load the house at $60.

Hold for 2/3 years & sell for $240-$320 a share…

[TRIGGER TRADES @TriggerTrades]

$SPX — the triangle is COMPLETE.

Wave 4 ended at Friday's low. Wave 5 is underway.

Price crossed the July 15th B-wave high, which is the confirmation.

A new bullish Daily FVG formed underneath as support.

Shallow pullbacks get bought. All-time highs are next.

[The Kobeissi Letter @KobeissiLetter]

The relationship between stocks and bonds has completely flipped:

The 90-day correlation between the 10Y Treasury Yield and the S&P 500 is down to -0.48, its most negative reading since 1999.

This means that rising Treasury yields have recently been associated with weaker stock market performance, while falling yields have supported equities.

The current reading is even more negative than the 2022 bear market low of -0.42.

For context, before the 2020 pandemic, the correlation was positive for over a decade, with Treasury yields and equities often rising together as higher yields reflected stronger economic growth.

Currently, the negative correlation suggests investors are viewing higher yields less as a sign of economic strength and more as a result of inflation uncertainty and fiscal concerns.

All eyes are on the bond market.

[winkle. @w1nklerr]

🚨Be careful, SpaceX unlocks could trigger a massive dump

Since the IPO, $SPCX has already dropped almost 50%.

But guys, this is just the beginning.

Here's how I see the next unlocks playing out:

Aug 11: $145 → $130 → $120
Sep 24: $130 → $133 → $111
Oct 25: $125 → $135 → $119
Nov 7: $120 → $113 → $105

Even so...

With the right entry, $SPCX could be one of the best plays of 2026.

I'm not buying just yet.

The moment I make my first buy, I'll post it HERE.

You'll see it here first. Turn notifications on.

[StackYourBread @StackYourBread]

@milkyfilky Milky IWM QUEEN 📈📈📈

[philarekt @philarekt]

PRICE IS GOING UP, VOLUME IS NOT, THAT'S THE TELL.

15 years of trading and I've never seen the S&P 500 push this aggressively into all-time highs on volume this weak

Everyone is watching price almost nobody is watching what's underneath it

Low volume rallies don't have real buyers behind them they have price being pushed on thin liquidity

We saw this exact setup in early 2025 low volume grind higher, no real demand, then the selloff came

Now add the macro backdrop:

1990 → oil shock → S&P 500 -20%
2008 → oil hit $147 → S&P 500 -57%
2022 → oil surged 70% → S&P 500 -28%

The market is grinding higher into the exact conditions that have historically broken it

When volume finally returns to this market it won't be buyers

It will be sellers

I've called every major top and bottom for 15 years, including the $16K bottom and the $126K top both publicly, both before they happened

When I exit the markets completely, this account posts it first

Turn notifications on if you're not following yet, you'll understand why that was a mistake later

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

110 years, two lines, one pattern almost nobody trades on.

The S&P 500 and commodities take turns. When one is in a bull market, the other stagnates. Look at the alternation:

– 1929-1949: stocks dead. Commodities bull.
– 1949-1966: stocks bull. Commodities asleep.
– 1966-1982: stocks go nowhere. Commodities triple.
– 1982-2000: the great equity bull. Commodities in a 20-year bear.
– 2000-2008: stocks flat. Commodities double.
– 2009-today: the everything equity rally. Commodities in a bear until 2020.

There is always a bull market: either for the commodity consumer or the commodity producer. Never both at once.

The logic is simple. Cheap raw materials are a subsidy for corporate margins; expensive ones are a tax. Twenty years of underinvestment in supply builds the next commodity bull, and the equity boom itself creates the demand that ignites it.

Commodities bottomed in 2020 and the trend is pointing up. Equities are in year 17 of their run, at record valuations.

If a century of taking turns still holds, you know whose turn is next.

The last three times this handoff happened, the index went sideways for a decade while the "boring" producers tripled. Almost nobody positioned for it, because the previous regime had lasted long enough to feel permanent.

It always does.

[Coinvo Trading @CoinvoTrading]

🇺🇸 The U.S. stock market is forming a classic Wyckoff Distribution pattern.

The problem is simple:

We've hit the final stage before a brutal crash towards weakness.

If this is accurate, which it historically is, then the S&P-500 will bottom around $3,600.

Burry, Buffet, and other experts are already short.

This is not looking good.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US consumer credit fell -$182 million in May, the first monthly decline since November 2024.

This was significantly below expectations of a +$17.5 billion increase and followed a +$20.8 billion increase in April.

The decline was driven by revolving credit, which includes credit cards, plunging -$5.3 billion, the 2nd-largest monthly drop since November 2020.

This comes after a +$11.5 billion and +$10.7 billion increase in April and March.

At the same time, non-revolving credit, which includes auto and student loans, jumped +$5.1 billion, the smallest monthly increase since February.

Meanwhile, the average interest rate on credit cards rose to 22.15%, near the highest on record.

Is consumer borrowing reaching a tipping point?

[Financelot @FinanceLancelot]

The U.S. 3 month treasury yield has begun breaking upward this week.

[kache @yacineMTB]

SpaceXAI now has a legitimate frontier model that competes with opus 4.8. Also, Anthropic is completely reliant on the compute rented from SpaceXAI

If Elon wanted to kill anthropic, he could. Iirc the compute lease was short term, 6 months from May without renewal promise. GG

[Rekt Fencer @rektfencer]

Bitcoin NEVER drops below the production cost.

Current electrical cost is around $60,000.

[NoName @WhaleNoName]

🚨 SPX KEEPS DYING AT THE SAME SPOT 🚨

Four times at the same level - Fib 0.5

Here's why this keeps happening:

The 0.5 Fibonacci retracement is where the market separates real recoveries from dead cat bounces

And $SPX has showed that pattern three times in a row

Pandemic top (2020)

COVID shutdowns wiped out earnings expectations overnight

Price peaked here and dropped 34% in 33 days

Rate hike top (2022)

Fed hiked aggressively, liquidity collapsed across every sector

Price peaked here and fell 27% over the next year

Geopolitical top (2025)

Trade war escalation pushed institutions to the exit

Price peaked here for the third time and sold off hard

Three different crises

One identical level where they all began

Now we're back here for the fourth time in 2026

Is there anyone here who still disagrees with this?

Let me know in the comments

[Bull Theory @BullTheoryio]

BREAKING: President Trump says $19.2 trillion has been committed to US manufacturing investment.

"Not billion, not million. Trillion with a T."

He also said AI will require more energy than the entire country currently produces.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The top 10 US stocks now account for 43% of the S&P 500’s market cap, near the highest on record.

This percentage has been at or above 40% for the last 12 months.

Over the last 10 years, the top 10's weighting in the S&P 500 has more than DOUBLED.

At the same time, the proportion of the 250 smallest companies has halved, to ~7%, the lowest since at least 2014.

To put this differently, the top 10 now account for more than 6 times the market cap of the smallest 250 firms in the S&P 500 index.

A handful of stocks continue to effectively drive the entire market.

[Financelot @FinanceLancelot]

Uh oh... Bloomberg is spilling the beans that the memory industry is notoriously boom and bust because of double or triple ordering.

Customers cancel those orders when prices begin to fall.

I discussed that below. Don't tell anyone 👇🤫

[Barchart @Barchart]

Hedge Funds have now built the largest Japanese Yen short position since the run-up to the Global Financial Crisis 🚨 🚨 Dear God 🤯