PermaBull

Business Administration & IS at Copenhagen Business School. Macro researcher and fulltime Swing/Daytrader. Not a financial adviser. Do your own DD❕❗

[PermaBull @stockcycle123]

🇨🇳 China's PMI rose to 52.6. Highest print since 2012. According to a model from the FED of St. Louis corresponds this PMI figure to an economic growth rate of ~10%. It is favorable for China, commodities, and emerging markets in general and unfavorable for the 💲

$YINN $DXY

[BACH @CyclesWithBach]

Trump:

“The Deal with Iran is now complete”

PAMP IT

[BACH @CyclesWithBach]

BREAKING 🚨

TRUMP:

“WE JUST MADE A GREAT SETTLEMENT OF WAR WITH IRAN.”

[BACH @CyclesWithBach]

$USAR +$30 and 150% YTD🚀

Some news today again here for this sector:

"USA Rare Earth Selected for DOE Funding to Advance REE Capacity"

ATH is base case here in the everyhting melt up - Thesis in post below from April 2026

[BACH @CyclesWithBach]

BIG BREAKING IF TRUE 🚨

The final draft of the US-Iran agreement has been reached with the mediation of Pakistan, which is expected to be announced within the next few hours - Al-Arabiya

- This draft includes an immediate and comprehensive ceasefire on all fronts

- The Parties mutually undertake to refrain from targeting infrastructure

- Freedom of navigation in the Persian Gulf and the Strait of Hormuz is guaranteed under a joint monitoring mechanism

- Sanctions will be gradually lifted in exchange for Iran's compliance with the terms of the deal

- Negotiations on outstanding issues shall begin within a maximum of seven days

#BTC $SPX

[GURGAVIN @gurgavin]

🚨 TRUMP’S GOVERNMENT TO INVEST $2 BILLION INTO QUANTUM COMPUTING COMPANIES — WSJ

INVESTMENTS INCLUDE:

▪️ $1B → IBM
▪️ $375M → GLOBALFOUNDRIES
▪️ $100M → D-WAVE QUANTUM
▪️ $100M → RIGETTI COMPUTING
▪️ $100M → INFLEQTION
▪️ $38M → DIRAQ

$IBM $GFS $QBTS $RGTI

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump's administration to invest $2 billion in quantum computing companies in exchange for equity stakes, WSJ reports.

[BACH @CyclesWithBach]

@StichL83 @DrProfitCrypto Everything melt up up ain’t over

Foolish to short the market here when the potential for 9,000 is there

All depends on credit spreads, but buffoons don’t pay attention to that

[PermaBull @stockcycle123]

@CyclesWithBach Amazing call BACH🥳🥳🥳

[BACH @CyclesWithBach]

$NBIS with one of the craziest growth numbers I’ve seen this earnings season👀

Revenue up 684% YoY!!!

AI infra theme continues to deliver!

[BACH @CyclesWithBach]

🚨BREAKING - US INFLATION DATA RELEASED!

YoY Growth:

🇺🇸 CPI (Apr), 3.8% Vs. 3.7% Est. (prev. 3.3%)

🇺🇸 Core CPI, 2.8% Vs. 2.7% Est. (prev. 2.6%)

MoM Growth:

🇺🇸 CPI (Apr), 0.6% Vs. 0.6% Est. (prev. 0.9%)

🇺🇸 Core CPI, 0.4% Vs. 0.3% Est. (prev. 0.2%)

$MACRO $SPY $QQQ

[BACH @CyclesWithBach]

$IREN

No change for $IREN

Last week we notified members that the Z score had reached +2 STD DEV. That means adding stops or trimming begins depending on your strategy

We have now reset on a Z score basis given today’s news on convertibles and we are back down at 1.0 STD DEV!

The target remain +3 STD DEV and thereby ATH ✅

Context in the post above🚀

Opportunity today✅

[Kunal e/acc---EA @the_kunal]

@CyclesWithBach Yes you have a very high hit rate 🙂

[PermaBull @stockcycle123]

@CyclesWithBach Nice Call Bach💪😍

[BACH @CyclesWithBach]

$SPY $QQQ $IWM

Back on April 17th we highlighted the rare “Three White Soldiers” pattern on $SPY $QQQ and $IWM and said our melt-up thesis was still alive and well 🚀

Since that post, all 3 indices have continued trending higher… Short-term pullbacks are part of every Bull Market, but the bigger trend still looks extremely bullish despite all the noise along the way….

Credit markets also continue to look relatively supportive overall, which is something we continue to track closely together with our broader macro framework (Recession Barometer) inside the group..✅

[BACH @CyclesWithBach]

$IREN

As mentioned in early April, when the buffoons started being loud with nonsensical BS regarding a 6bn ATM👇🏻

“On a relative basis the argument from bears regarding IREN's $6bn offering "Recently" is incredible low quality. On a "ATM as % of Market Cap" the offering were not outrageous.”

$IREN is up almost 100% since this tweet

On a technical level you know the saying - WE ALWAYS RETURN TO A +2 STD DEV 😉

CONGRATS ALL, BIG DAY!

[PermaBull @stockcycle123]

@CyclesWithBach Wow. Great call BACH😍🚀

[BACH @CyclesWithBach]

OH MY FUCKING GOD! 🚀

NVIDIA AND IREN ANNOUNCE STRATEGIC PARTNERSHIP TO ACCELERATE DEPLOYMENT OF UP TO 5 GIGAWATTS OF AI INFRASTRUCTURE

$IREN 20%

[BACH @CyclesWithBach]

$IREN

We have reached 2.0 on the STD DEV scale

Last two highs were +3 STD DEV, so should still be plenty of room here, but a lot of you have asked about a score update ✅

WGMI is getting updated through X subscription, while all HPC tickers are updated continuously in Patreon

Congrats to all so far - We tuned out the noise 🚀🥰

[PermaBull @stockcycle123]

@CyclesWithBach Long and strong💪😍

[BACH @CyclesWithBach]

$USAR $MP $CRML

87% over the last month - Absolutely fantastic run so far🚀

As mentioned in the post:

“This needs to change for the US - So the natural conclusion is that long term we’re in the early inning of theme.” (Check out the thread)

The Dark horse in this race is $CRML which “hold” the only REE “Exploitation License” on Greenland through the Tanbreez project - Noteworthy that it’s +30% shorted as well (No technical breakout yet though)