stephanec707

[Mr. T @MrTinvests]

mark this post.

june 3 i called the top of $QQQ at 748. it topped at 748.
june 9 i called the bottom at 688. it bottomed at 688 hours after i posted.

both timestamped. both public. both with the chart attached.

two calls. two exact numbers. two perfect hits.

while everyone else was telling you to "wait for the signal" and "dont trust the bounce", i was telling you the EXACT LEVELS. up to the dollar.

that's the difference between vague calls and real calls.

now here's the next leg. and this is the big one.

the bottom of this cycle is IN. the bounce off 688 is the start of the next leg up. not a relief rally. not a dead cat. the real thing.

$QQQ rallies 7% from here. $SPY rallies 5%. new all time highs are coming.

after that - the next weakness window is july 10 through early august. mark it. that's when i raise cash again.

right now im positioned heavy. names ive been adding into the weakness - $AEVA $DRAM $AAOI $RKLB $APP $INTC $OUST $AXTI $UMAC etccc- all setting up to lead this leg.

ill teach u everything i know from A to Z.... never miss out on anothr cycle again

[BraVoCycles Newsletter @BraVoCycles]

SpaceX ($SPCX) soars 28% on debut 🚀
• Jumped during Nasdaq debut after a record $75B IPO
• Valuation surpasses $2.25T
• Shares opened at $150, up 11%, later hitting $172
• IPO was 10x oversubscribed; retail demand huge
• Experts warn early gains may mainly reward initial investors, volatility may continue

Aside from being the largest and most hyped ever, will $SPCX follow the path of other IPOs?

[BraVoCycles Newsletter @BraVoCycles]

Semiconductor Index ($SOX) Long Cycles

The three dominant long swing cycles have turned down.

I do not want to be long $SOX.

[Prof @TheProfInvestor]

Uranium Theme is getting overlooked.

#15 $URNM

If there was ever a time to look at Uranium - it is now.

Uranium ETF tested $50 support line- HELD.

#16 People know I have $CCJ in long term account. That also tested support and held.

#17 You have $URA which where we nailed a 80% move and its going thru normal long term consolidation.

#18 And the last one $UEC just did something which everyone should be watching and jumping off the chair for

Tested previous all time highs. 😳

I expect Uranium stocks to be 100-150% higher. Thats not even up for debate.

And you can trade Uranium but make sure you have room for it in your Long term account as well.

[Prof @TheProfInvestor]

#5 $OKLO

I strongly suggest everyone to learn about stage analysis.

Stage 1- Accumulation
Stage 2- Mark-Up
Stage 3- Distribution
Stage 4- Mark-Down

Repeat.

Oklo is between Stage 4 & 1.

Save this one. Every stock does this.

[OddStats @OddStats]

The only thing this SPX chart is missing:
▪ Soul music
▪ Something comfortable to slip in to

I give you...the sexiest chart ever.

I should be doing 30 to Life for this.

[Mac10 @SuburbanDrone]

Ok everybody, wake the fuck up. I know there's a lot of spectacle to watch.

A Hindenburg Omen is a technical indicator in which there are significant (>100) highs and lows occurring at the same time on an index. It points to a bifurcating market that is heading to rollover.

Here we see the five day Nasdaq H.O. called ALL THREE tops in the past five years.

In Elliott Wave terminology, there are Hindenburg Omens at waves 1, 3, and 5 of the rally.

Perfect.

[JCS-Charting @JoeChartingStar]

$NDX DAILY: THE POP GUN SCRIPT 🍾

The Macro Sequence:
📉 The 9-Count Impact: The 9-count sequence we flagged previously has already delivered a massive -𝟖.𝟓% collapse so far off the high.
��️ The Support: Last Tuesday's flush caught perfect structural support right at the EMA 50, triggering the current relief bounce.

The Road Ahead for Next Week:
1️⃣ The Target Trap: Expect the immediate pop to extend slightly higher into the Golden Pocket retracement zone early next week.
2️⃣ The Next Flush: Once that bear-market rally exhausts, the sequence dictates another hard selloff straight down into our primary 100% duplication target, where a massive liquidity magnet is sitting at 𝟐𝟔,𝟓𝟕𝟕.

Play the bounce into resistance, then prepare for the next leg down

$NDX $QQQ #JCSCharting #FinTwit #PopGun #TechnicalAnalysis

[Le Trône Crypto ⚡ @LeTroneFr]

ALERTE 🚨
Il vient de se passer une dinguerie sur les options du SP500 !

Le DEX est passé de -21B à +1050B 🚨

Le SP500 est généralement très chargé en puts.

C’est normal, les institutions utilisent énormément le marché options pour se couvrir ou prendre des paris baissiers.

Mais là ce qu’on voit est assez violent :
on dirait qu’une grosse partie de ces positions de hedge vient d’être clôturée.
Et honnêtement, à part un gros événement en approche, je vois mal ce qui pousserait autant d’institutions à fermer leurs puts aussi brutalement.

Le DEX qui passe de -21B à +1050B, c’est pas un petit ajustement.
C’est un retournement massif du flux options.

Donc la vraie question c’est :
qu’est-ce que le marché commence à pricer avant tout le monde ?
Accord USA / Iran déjà bouclé ?
Grosse détente géopolitique ?
Autre ?

Je ne dis pas que c’est certain.
Mais ce genre de mouvement sur les options arrive rarement sans raison.

Je sais pas encore.
Mais clairement le marché options vient d’envoyer un signal que je ne peux pas ignorer.

[･ Ice ･  Ⅹ ･ @IceXTruths]

O engenheiro que criou o Claude Code acaba de lançar um vídeo de 28 minutos onde te ensina a escrever prompts que realmente funcionam.

Já vi cursos de 300 dólares que não chegam nem à metade do que ele explica nos primeiros 10 minutos.

Arquivos CLAUDE.md, atalhos de memória, sessões paralelas e padrões de prompting que mudam o jogo.

Tudo em um único vídeo e completamente grátis.

Não importa se você é desenvolvedor, iniciante ou já usa o Claude há meses. Isso vai explodir sua cabeça.

[John Mihaljevic @mihaljevic]

The clearest 11 minutes I have heard on why the AI capex boom may not pay off. @ChrisBloomstran at the Zurich Project on the depreciation wall, ~$650B of off-balance-sheet SPV debt, and the circular financing between Nvidia, OpenAI, and the hyperscalers.

[Michael | Hypermarkets @itsmichaelluu]

When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.

Without them there is no AI:

$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand floor, prior ATH breakout retest, massive volume base

$NVDA — NVIDIA
Current: ~$200 | Buy Zone: $165–$180
200-day MA confluence, prior multi-month consolidation base reclaim

$AVGO — Broadcom
Current: ~$372 | Buy Zone: $320–$330
Custom ASIC demand floor, prior breakout level acting as support

$MRVL — Marvell Technology
Current: ~$245 | Buy Zone: $180–$200
S&P 500 inclusion tailwind, optical interconnect breakout retrace zone

$ASML — ASML Holding
Current: ~$1735 | Buy Zone: $1300–$1400
EUV monopoly moat, prior breakout ceiling flipped to support

$AMAT — Applied Materials
Current: ~$489 | Buy Zone: $390–$400
Chipmaking equipment leader, prior resistance turned demand zone

$TSM — TSMC
Current: ~$407 | Buy Zone: $350–$360
Foundry monopoly, 30% YoY revenue surge, institutional demand base

$ANET — Arista Networks
Current: ~$149 | Buy Zone: $125–$135
AI networking leadership, demand cluster at prior consolidation zone

$CIEN — Ciena Corp
Current: ~$429 | Buy Zone: $300–$320
Optical supply crunch through 2029, post-earnings gap fill support zone

$LITE — Lumentum
Current: ~$835 | Buy Zone: $600–$700
800G/1.6T backlog exploding, $1,000 psychological level holds as base

$COHR — Coherent Corp
Current: ~$402 | Buy Zone: $340–$360
NVDA $2B investment partner, indium phosphide ramp ahead of schedule

$AAOI — Applied Optoelectronics
Current: ~$174 | Buy Zone: $100–$120
800G hyperscale shipments just began, prior breakout base — high beta

$VRT — Vertiv Holdings
Current: ~$280 | Buy Zone: $230–$240
Liquid cooling backbone, ATH pullback to Q4 2025 breakout base level

$NBIS — Nebius Group
Current: ~$218 | Buy Zone: $160–$170
$46B Microsoft + Meta contracts, 684% revenue growth, EMA200 support

$CRWV — CoreWeave
Current: ~$95 | Buy Zone: $70–$80
$99.4B revenue backlog, near 52-week lows, high beta AI cloud floor

$IREN — Iris Energy
Current: ~$55 | Buy Zone: $30–$35
5GW NVDA partnership, $3.65B financing closed, renewable GPU compute

♻️ RESHARE this post and make 1 comment, I'll DM you my top 3 to get next week (sell off will continue more this week).

[Michael | Hypermarkets @itsmichaelluu]

When $SPY crashes 10%-20% this summer, everything will be on sale.

Add these 16 stocks for the reversal of a lifetime:

1. $NOW — AI automates every enterprise workflow at scale
Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating

2. $BE — Fuel cells powering AI data centers off the grid
Buy zone: $200–$220 | $ORCL deal de-risks demand story

3. $ASTS — Satellite broadband direct to your phone, globally
Buy zone: $65–$70 | Post-earnings flush, thesis intact

4. $GOOG — Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300–$320 | Key support, 52-week low area

5. $LITE — Optical switches are the nervous system of AI
Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY

6. $MU — HBM memory is the oxygen inside every AI server
Buy zone: $700–$750 | Key support after Broadcom-induced selloff

7. $SNDK — NAND flash storage exploding on AI inference demand
Buy zone: $1,100–$1,200 | Bull flag on the weekly chart

8. $TE — Data center power infrastructure, critical AI backbone
Buy zone: $6–$7 | Oversold, government energy tailwinds building

9. $RKLB — Launch provider + space systems for AI-connected satellites
Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact

10. $AAOI — 800G transceivers shipping to hyperscalers at scale
Buy zone: $120–$130 | Volatile beta, best entry on deep dips

11. $NVDA — Designs the GPUs that run every AI model on earth
Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact

12. $ONDS — Drones + autonomous rail powering AI-enabled defense
Buy zone: $7–$8 | Near prior base breakout level

13. $IONQ — Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27–$40 | 52-week range low, government funding tailwind

14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350–$360 | Key technical support from prior consolidation

15. $ARM — Architecture inside every AI chip ever designed
Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever

16. $ORCL — Cloud infra + AI database layer for the enterprise
Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst

Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.

♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY contract I'm getting for 1000% winner

[Brivael Le Pogam @brivael]

Je vais t'expliquer un truc énorme sur l'IA. Pourquoi OpenAI et Anthropic, qui valent presque 1000 milliards de dollars chacun, pourraient un jour se faire racheter pour trois fois rien. Et pourquoi Elon pourrait tout rafler. Avec des mots qu'un enfant de 8 ans comprend.

Imagine un grand concours dans la cour de récré. Tout le monde doit construire un robot qui répond à toutes les questions. Le robot le plus malin gagne des bonbons. Plein de bonbons.

Au début c'est génial. Chaque semaine, quelqu'un rend son robot un peu plus malin, et il rafle tous les bonbons. Du coup tout le monde dépense une fortune pour avoir le robot le plus malin de la semaine.

OpenAI et Anthropic sont les champions de ce concours. Les gens leur ont donné des milliards en se disant : ces robots vont devenir tellement malins qu'ils gagneront tous les bonbons pour toujours.

Mais voilà le problème. Un jour, tous les robots deviennent malins. Vraiment malins. Tellement malins qu'ils savent déjà répondre à presque tout.

Et quand tout le monde sait déjà presque tout faire, être un tout petit peu plus malin que le voisin ne sert plus à rien. C'est comme savoir lire. Si tout le monde sait lire, lire deux mots plus vite ne te rend pas riche.

Donc la course au robot le plus malin s'arrête. Plus personne ne paie pour un robot un poil plus malin, parce que le sien fait déjà le boulot.

Sauf qu'un robot, pour réfléchir, a besoin d'électricité. Beaucoup d'électricité. Autant qu'une ville entière.

Alors une nouvelle course commence. Ce n'est plus "qui a le robot le plus malin". C'est "qui peut faire réfléchir son robot pour le moins cher". Et comme réfléchir coûte de l'électricité, c'est devenu une course à l'électricité pas chère.

Et là, gros souci pour OpenAI et Anthropic. Ils n'ont pas leur propre centrale électrique. Ils n'ont même pas leurs propres gros ordinateurs. Ils les louent.

OpenAI loue chez Microsoft. Anthropic loue chez Amazon. C'est comme un enfant qui vend de la limonade, mais le stand, les citrons et l'eau, il les loue au monsieur d'à côté.

Et tu ne peux jamais vendre ta limonade moins chère que le monsieur qui te loue tout. Parce que toi, tu paies le prix du monsieur PLUS le loyer. Tu perds toujours contre ton propriétaire.

Donc quand être malin ne suffit plus, et que tout devient une course à l'électricité pas chère, les locataires ne peuvent pas gagner. Et leur énorme valeur, les presque 1000 milliards, commence à fondre.

Et le pire : plus ils avaient promis d'acheter d'électricité au propriétaire pour gagner la course, plus ils étaient coincés.

Et là, devine quoi. Microsoft et Amazon, les propriétaires, n'ont qu'à les racheter. Pour pas cher. Ils possèdent déjà l'électricité, les ordinateurs et presque tout le reste. Pourquoi payer le prix fort pour un robot que tout le monde sait copier ?

Maintenant, Elon. Lui, il ne loue rien. Il a construit sa propre centrale électrique, juste à côté de ses propres ordinateurs. Et très très vite. Là où les autres mettent quatre ans, lui a mis quelques mois.

Il a aussi son propre mégaphone pour parler à tout le monde (X), et ses propres robots et voitures (Tesla). Il n'est le locataire de personne. Il est son propre propriétaire.

Donc dans la course à l'électricité pas chère, celle qui décide vraiment qui gagne à la fin, Elon part avec une longueur d'avance que les autres ne peuvent pas rattraper. Échec et mat.

Mais attention, et c'est important. Toute cette histoire ne marche QUE si les robots arrêtent vraiment de devenir plus utiles.

Si les robots continuent de devenir bien meilleurs, d'une façon que les gens veulent payer, alors la course au robot le plus malin ne s'arrête jamais. Et toute l'histoire change.

Donc la vraie question, la seule qui compte, c'est celle-là : est-ce que les robots ont fini de devenir plus utiles, ou pas encore ? Tout dépend de la réponse.

Voilà. Une course aux bonbons qui devient une course à l'électricité. Des locataires rachetés par leurs propriétaires. Et un type qui possède déjà tout.

[Kyle @kyletrades_]

If you want to simplify your screen universe you really don't need anything other than ADR and dollar volume. I use an ADR*DolVol filter to find the highest momentum, super liquid stocks. Just one glance at this list and you can see these are all the hottest stocks in the market. This list has been unchanged for weeks and weeks. Throw a recent catalyst or theme into the mix and your odds of being in a huge winner is significantly increased. It really is that simple.

Institutions cannot hide their purchases- stop hunting for a picture perfect chart or a picture perfect setup.

What you buy > How you buy it

[Prof @TheProfInvestor]

I have been saying it for a while, and I will repeat it again for all my new friends:

Uranium ( $CCJ $DNN $URA $UEC $NXE )
Nuclear ( $LEU $OKLO $NNE $SMR )
Solar ( $FSLR $TAN $SEDG $CSIQ $ARRY $TE )
Softwares ( $MSFT $IGV $PANW $CRWD $NOW $TEAM $SNOW $DDOG $DOCN )
Drones ( $UMAC $RCAT $RDW $ONDS $KTOS )

If you dont have exposure to them, start considering.

Everyone who follows me makes money by being in the right stocks at the right time.

[Guilherme Tavares @i3_invest]

Make or break moment for Bitcoin.

[𝒮𝒶𝓇𝒶𝒽 𝕏 @SarahHRakM4]

Elle s’est tellement battue pour les autres …

Elle a tellement souffert

Elle a fait ses choix …

CHRISTINE…

[George Noble @gnoble79]

John Hussman just published one of the most important pieces of market analysis I have read this year and every serious investor needs to read it.

His warning flag system just triggered at levels only seen THREE other times since 1992.

One of those times was March 24, 2000, the exact peak of the tech bubble. The other clusters preceded significant market drawdowns as well. We are now seeing daily tallies of overextension signals that rival or exceed every prior extreme in the data.

But here's what's really scary:

The S&P 500 Information Technology sector trades at a P/E of 45 on operating profit margins of 30% which is more than THREE TIMES the historical norm. If you normalize those margins to anything resembling what competition and creative destruction have produced in every prior cycle, the effective P/E is north of 135.

And people are calling this a buying opportunity.

10 companies now make up 40% of the S&P 500. Bank of America's latest fund manager survey shows the highest jump in equity exposure on record. This is the same level of crowding we saw right before the market gave up a third of its value in 2022.

The script never changes. Only the names of the stocks and the narrative used to justify paying any price for them.

In the late 1990s it was the internet. In 2007 it was structured credit. Today it is AI.

Every single time the crowd convinces itself that valuations do not matter because THIS TIME the technology is transformational. And every single time the math eventually wins.

Read Hussman's full piece, then look at your portfolio and ask yourself honestly whether you are positioned for what history says comes next:

https://t.co/rSuMhqDjof

[kpak @kpak82]

$VIX daily RSI is at FAFO oversold level.
Last 5 times RSI hit current oversold level, we bottomed followed by rallies of: +48% +123% +36% +27% +23%.