ChiX

Astro Finance | Momentum | Behavioral Finance Analyst

[StockMarket.News @_Investinq]

Jeff Currie thinks we are sleepwalking into one of the biggest commodity shocks since Covid and the market is still pricing it like a headline risk instead of a physical crisis (Save this).

He calls it molecular contagion and last week, jet fuel shortages were concentrated in Singapore, where prices spiked to roughly 230 dollars a barrel.

This week the same pattern has shown up in Rotterdam at around 220 dollars and in Thailand, the Philippines, New Zealand, and Australia which means the dislocation has gone intercontinental.

In his words, there is no longer any meaningful spread between Singapore and Rotterdam, no spare barrels to re route, and no policy lever that can solve the problem in the short term.

Currie’s core point is brutally simple, you can print money, but you cannot print molecules.

The futures curve, the paper market is still trading around 100 dollars a barrel.

The physical market on the other side of the Strait of Hormuz is telling a completely different story, with Oman crude spiking to 173 dollars and Asia bound blends effectively clearing around 130 dollars a barrel.

Refined products like jet fuel and diesel are already spiraling north of 200 dollars a barrel in multiple hubs.

That is the tale of two markets he is talking about.

On one side you have screen prices that look volatile but manageable, helped by algorithmic trading, cross commodity hedging and the lingering belief that high prices fix high prices before anything breaks.

On the other side you have physical supply chains that are already breaking, tankers being diverted, refineries bidding against each other for the last uncommitted barrels, and regional shortages that cannot be solved with central bank liquidity.

[ChiX @StChixinc]

@LeopoldATracker ORCL

[Stocks World @anandchokshi19]

Trump's stock portfolio:

[ChiX @StChixinc]

@everytimeicash The group could be great, only if people would stop with the racist rhetoric

[NoLimit @NoLimitGains]

🚨 Donald Trump just revealed which stocks he’s buying in 2026

FULL LIST:

VOO
IWB
NOW
NVDA
RSP
ADBE
WDAY
ORCL
MSFT
AVGO
SNPS
CDW
PG
CDNS
TT
TXN
FIS
MSI
ETN
XLI
TDG
AMZN
JBL
COST
AXON
COMT
KRUS
DELL
BA
UBER
IEMG
AAPL
XLK
NVR
SMCI
GOVT
ICE
KLAC
FFIV
AVB
XEL
ARES
WM
EFA
CRM
PNC
DVA
GOOGL
NWSA
WST
HD
CVNA
IEX
NFLX
VTI

TOMORROW, every fund over $100M must legally disclose their Q1 2026 trades to the SEC.

Every major filing will be posted on @InTheAssembly so follow them with notifications.

If you don’t follow them, you will regret it.

[Market Rebellion @RebellioMarket]

JESSE LIVERMORE’S TRADING CODE:(1877-1940)

[Michael | Hypermarkets @itsmichaelluu]

1 year ago, SNDK was under $30, its up 5200% at $1560.

SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.

Right now, there's 7 companies under $30 exactly like SNDK:

1. $POET — $11.19 🎯 PT: $80
Optical interconnects that replace copper inside AI data centers.

Customers: Lite-On, $SMTC, NTT now targeting Marvell's ecosystem

Catalyst: Malaysia plant ramping 30,000+ Infinity optical engines in 2026

2. $NOK — $12.82 🎯 PT: $15
5G + optical networking backbone for every hyperscaler buildout.

Customers: Amazon, Google, Microsoft €1B in orders from them in Q1 alone

Catalyst: Raised optical network growth outlook to 18–20% on exploding AI demand

3. $EOSE — $8.70 🎯 PT: $30
American-made zinc batteries powering the grid AI data centers drain.

Customers: Utilities, IPPs, CAISO & ERCOT grid operators

Catalyst: $303.5M DOE loan finalized — funds 8 GWh annual production by 2027

4. $DGXX — $6.45 🎯 PT: $30
Building GPU data centers to rent compute directly to AI companies.

Customers: Cerebras Systems (AI chip maker)

Catalyst: $1.1B, 10-year colocation deal signed $2.5B potential with expansion

5. $LWLG — $16.41 PT: $120
Electro-optic polymers that make AI fiber speeds physically possible.

Customers: Tower Semiconductor, GlobalFoundries, 4 Fortune 500 companies in Stage 3

Catalyst: PDK 1.1 ready for high-volume foundry transfer tape-outs begin H2 2026

6. FLNC — $24.50 🎯 PT: $28
Battery storage that keeps AI data centers powered without grid failure.

Customers: Two major hyperscalers (MSAs just signed), utilities globally

Catalyst: Record $5.6B backlog + first hyperscaler order converting Q3 2026

7. $PLAB — $49.50 🎯 PT: $55
Photomasks for every advanced AI chip no mask, no chip, period.

Customers: $TSM, $INTC, Samsung, UMC the entire chip foundry food chain

Catalyst: Record high-end IC revenue driven by AI chip packaging and advanced logic nodes

Remember, these have 1000%–2000% potential like $SNDK. My favorite is POET, but I like PLAB too since it makes photomasks which is needed in every chip on earth.

♻️ RESHARE this post and share 1 comment, and I'll DM you my BUY ZONES for each of these.

[kathrine @kathrin18843562]

The Only Rapper Who Retired Rich By Doing The Opposite Of Everyone

[Market Rebellion @RebellioMarket]

TRADING IN THE ZONE A must-watch to truly understand market psychology. This video explains how the market really works. It helped me become profitable and grow a small account. A full course by Mark Douglas. ENJOY ❤️
$SPY

[Charlie Garcia @charliepgarcia]

A 25-year-old just sold $5.5B of Wall Street's most crowded trades.

Your advisor is still holding all five.

Eleven minutes. 🧵👇

[Market Rebellion @RebellioMarket]

The Two Timeframes: 4H &1H:
Jesse Livermore

[The Kobeissi Letter @KobeissiLetter]

You can't make this up:

Iran's Speaker of the Parliament just commented on "vibe-trading" digital crude oil prices and US Treasuries.

He concludes with the Bloomberg Terminal command "EUCRBRDT Index GP <GO>."

This is the command for Dated Brent oil prices, as shown below.

On Friday, $760 million worth of oil shorts were mysteriously placed just 21 minutes before Iran reopened the Strait of Hormuz.

What is happening here?

[The Kobeissi Letter @KobeissiLetter]

What just happened?

Yesterday, at 8:45 AM ET, Iran's Foreign Minister Araghchi announced that the Strait of Hormuz was "completely open" for all commercial vessels.

At 9:06 AM ET, President Trump thanked Iran for reopening the Strait.

Then, at 10:20 AM ET, Trump said Iran and the US were working together to remove all mines from the Strait of Hormuz.

Between 10:40 AM ET and 12:00 PM ET, President Trump said Iran agreed to "never close the Strait again" and to "suspend its nuclear program indefinitely."

Suddenly, at 6:14 PM ET, Iran's Speaker of the Parliament said Trump made "seven claims in one hour, all seven of which were false."

Now, Iran has CLOSED the Strait of Hormuz again and oil tankers are being struck.

What just happened behind the scenes?

[Autopilot @joinautopilot]

New: Leopold Aschenbrenner is going viral right now for Bloom Energy $BE making him $300,000,000* today alone

We launched his tracker on Autopilot & in just two months it's already up 29%

"What else does he own?" Here's your answer:

1. Sandisk $SNDK: +62%

"Designs NAND flash storage chips and SSDs used across data centers and AI computing workloads."

2. IREN $IREN: +18.8%

"Bitcoin mining company that also provides AI cloud computing services from energy-efficient data centers."

3. Bloom Energy $BE: +36.5%

"Manufactures fuel cell systems that generate clean electricity from natural gas or hydrogen for data centers."

4. Core Scientific $CORZ: +24.1%

"Bitcoin miner turned AI data center host, converting facilities for high-performance computing."

5. Applied Digital $APLD: +12.8%

"Builds and operates next-generation data centers purpose-built for AI and high-performance computing."

6. Cipher Mining $CIFR: +25.8%

"Large-scale, low-cost Bitcoin mining operations based entirely in the United States."

7. CoreWeave $CRWV: +56.0%

"GPU cloud infrastructure purpose-built for AI, supplying compute to major AI labs and enterprises."

8. Tower Semiconductor $TSEM: +76.3%

"Specialty analog chip foundry manufacturing silicon photonics and power chips for AI hardware."

9. EQT Corp $EQT: -7.4%

"Largest natural gas producer in the US, supplying the fuel powering data center and AI infrastructure buildout."

10. Solaris Energy $SEI: +37.4%

"Provides modular power and water management infrastructure for data centers and remote industrial operations."

11. Coherent $COHR: +24.3%

"Makes lasers and optical components used in data center interconnects and AI networking."

12. Intel $INTC: +40.9%

"US-based semiconductor manufacturer producing CPUs, AI accelerators, and data center chips."

13. Riot Platforms $RIOT: +20.8%

"One of the largest publicly traded Bitcoin miners in the US, operating industrial-scale facilities in Texas."

14. Lumentum $LITE: +36.8%

"Produces optical and photonic products including lasers critical for cloud networking and AI data center infrastructure."

Full breakdown + performance found in next tweet

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 SEC officially approves ending Pattern Day Trader rule, eliminating the $25,000 minimum for day trading.

[unusual_whales @unusual_whales]

BREAKING: The Securities and Exchange Commission is preparing a proposal to eliminate the quarterly earnings report requirement and instead give companies the option to share results twice a year, per WSJ

[JenOakie42💫 @OakieJs]

The Astrological Chart of the United States, from 1776 to 2141, published in 1976.

Here's our current outlook, which seems crazily on point, along with the prediction for the next couple of years.

It notes similar astrological indicators at corresponding times in the past, and correlates those events with this time period.