supplyshocks

Own the companies that cause the disruption, and own the assets that benefit from the policy response to the disruption

[Eli Lilly and Company @EliLillyandCo]

NEW Phase 3 data today at #ADA2026: Lilly's investigational triple agonist met all primary endpoints in TRIUMPH-1. Patients on the 12 mg dose lost an avg of 70 pounds (28.3%) over 80 weeks. Read more: https://t.co/NCnsqwktI7

[supplyshocks @supplyshocks]

@baskinen2 Heard the same shit by know it alls when I went all in, in 2020 and Bitcoin a few years earlier.
Have fun staying scared.

[supplyshocks @supplyshocks]

First $MSTR add in my retierment account in years.

Is this the bottom in $MSTR? Possibly not.

In a few years, will this be seens as another gift from the heavens? Probably yes.

Bitcoin at 200W MA✅
Buy MSTR✅

[supplyshocks @supplyshocks]

Bitcoin at the 200 Week moving average. Has only fallen to here 3 times previously. Each time the max subsequent fall has been 30% and there is no guarantee that it will even go there this time.

If you can't handle a potential 30% DD from here, then Bitcoin isn't the asset for you.

[supplyshocks @supplyshocks]

@josephwang

[supplyshocks @supplyshocks]

I guess @saylor just wanted to add some colour 🤷🏻‍♂️

[supplyshocks @supplyshocks]

AI is sucking liquidity out of everything including Bitcoin.

A dynastic wealth buy point for Bitcoin coming.

[supplyshocks @supplyshocks]

$MRVL That’s nasty.
They marked it up for retail to FOMO and dumped their bags onto them.

Whenever you see that kind of volume and a narrow range after an extended move - many a bag holder is created.

[supplyshocks @supplyshocks]

Not really sure what $MRVL does but it was in an uptrend and Jensen said it was going to be the next $1T ($1000) company so I bought in the overnight session

Buy the leaders. Go where the money is.

Price pays.

[Samson Mow @Excellion]

.@SpaceX mNAV at IPO will be 1,346x with 157 Sats per share.

[supplyshocks @supplyshocks]

@Rory_Johnston Labor Day 2027

[supplyshocks @supplyshocks]

@ChrisWeston_PS They’re coming

[supplyshocks @supplyshocks]

$BE - Bloom Energy $302.85.
Data Centre fuel cells.
Another AI play on the launchpad after wringing out profit takers after a 2x move up.

[supplyshocks @supplyshocks]

Investing in AI

[supplyshocks @supplyshocks]

AI is sucking liquidity out of everything including Bitcoin.

A dynastic wealth buy point for Bitcoin coming.

[supplyshocks @supplyshocks]

@amitisinvesting Yay!

[supplyshocks @supplyshocks]

Not really sure what $MRVL does but it was in an uptrend and Jensen said it was going to be the next $1T ($1000) company so I bought in the overnight session

Buy the leaders. Go where the money is.

Price pays.

[supplyshocks @supplyshocks]

NEVER FADE TOM LEE.

He has predicted 36 of the last 4 bull markets (900% success rate).

[Tom Lee Tracker (Not actually Tom) @TomLeeTracker]

TOM LEE SAYS 2027 COULD BE ONE OF THE BEST YEARS OF RETURNS IN OUR LIFETIME

- Sees S&P pushing to 7,700 before a bear-market-feel pullback into October
- Pressure points: new Fed chair, energy shock, SpaceX and OpenAI IPO unlocks
- Post-midterms sets up a strong rally into 2027

[supplyshocks @supplyshocks]

@LacknerReinhold @BitcoinAIGuy Hyperscaler capex slowdown. But going by the Google news a few hours ago, we're some way off. It's an existential fight to the death for them.

[supplyshocks @supplyshocks]

$IREN $200+

A 6 month+ saucer pattern after a big move up is as good as it gets. The saucer is just digestion of profit takers from the previous run.

Watch $68.13

[supplyshocks @supplyshocks]

$IREN $65.19
Approaching key pivot at $68.13

Break that it and it will be yet another AI infra play that moons.

[supplyshocks @supplyshocks]

Life comes at you 18 months fast.

[Bloomberg @business]

Andrew Left, one of the world’s most prominent short sellers, was found guilty of securities fraud by a US federal jury after a landmark trial that scrutinized his use of social media to move the price of stocks. More here: https://t.co/dgG4caKEO0

📷: Eric Thayer/Bloomberg