tim ngo

[tim ngo @timngo03]

What's CAPEX?
It stands for "Capital Expenditures." 💸

[tim ngo @timngo03]

Heads up.

$165 billion in stock selling is about to hit global markets next week.

Big pension funds and sovereign wealth funds are rebalancing. It's mechanical, end-of-quarter stuff. June 30.

Stocks got too hot, bonds lagged. Portfolios are overweight equities, so they

[tim ngo @timngo03]

Crude inventories dropped by 8.26 million barrels, way bigger than the expected 3.69 million drawdown 📉

[tim ngo @timngo03]

Is ASML making an announcement? Elon's placing an order tonight..

[tim ngo @timngo03]

Whoever claimed Wemby is better than MJ or LeBron needs to say sorry. That take is wild 🤦‍♂️

[tim ngo @timngo03]

Just in: gold just lost over a trillion dollars today. 💸 Crazy ride.

[tim ngo @timngo03]

CPI day is here. Expectations are for another rise in headline inflation, with core staying relatively quiet. 📈 May's headline CPI is expected at 0.5% month-on-month, a bit down from April, with annual inflation at 4.2%. Core CPI might dip to 0.3% monthly, keeping annual core a

[tim ngo @timngo03]

Just went all in on puts for $SPY 📉

[tim ngo @timngo03]

$DCTH 12.5 Call expiring 6/18 for just 0.50 🚨

[tim ngo @timngo03]

@clintoptions Gotta admit I’ve been watching this one sideways for a bit. Summer target feels optimistic unless volume picks up soon.

[Clint Awana @clintoptions]

$IREN one of the best names to buy into in this dip. $80 by end of summer 🎯

[tim ngo @timngo03]

Beer, rockets, deadlines, and chaos. 🍻🚀⏰💣 Just another week, right?

[tim ngo @timngo03]

Here’s how I play it:

✅ Sell puts on stocks you’d actually want
✅ Stick with low delta to keep it steady
✅ Grab LEAPS calls on solid stocks when they’re cheap and oversold
✅ Just keep buying shares

I’m selling puts on stuff like $NVDA $AMZN $GOOGL $TSLA $AMD $HO

[tim ngo @timngo03]

UN food agency says the ongoing war in Iran is pushing millions more into hunger. Things are getting worse for regular people.

https://t.co/Q1HtkHAiNu

[tim ngo @timngo03]

Trump. Jensen. Elon.

Three totally different people.

But they’re all pouring money, attention, and resources into the same thing:
•AI infrastructure
•Semiconductors
•Memory
•Power
•Data centers
•Compute

Jensen says AI demand is speeding up.
Elon says memor

[tim ngo @timngo03]

Looks like the Bank of Japan is stepping in to rescue the Yen once more 🚨🚨

[tim ngo @timngo03]

AI suppliers are set to rake in huge profits over the next three years:

• $NVDA ~$1.1T
• Samsung ~$807B
• SK Hynix ~$611B
• $MU ~$356B
• $TSM ~$354B
• $AVGO ~$342B
• $AMD ~$74B
• $ASML ~$63B
• $AMAT ~$42B
• $QCOM ~$41B
• $INTC ~$31B
• $MRVL ~$21B

[tim ngo @timngo03]

Precious metals are getting crushed hard right now. Every time they try to rally, they get shut down. But this won't last much longer…

[tim ngo @timngo03]

• Quantinuum shares jumped on IPO day 🚀
• $IBM and $GOOGL teamed up to push agentic AI forward.
• $AVGO dropped on weak AI chip sales forecast.
• $TSM sees steady AI chip demand despite supply limits.
• $AMZN landed a $4B cloud AI deal with $PINS.
• Liftoff’s IPO pu

[tim ngo @timngo03]

7000% 0DTE TRADE TOMORROW ✅

Last time I spotted this setup, I flipped $200 into $28,000 in just an hour… 💸

Like & comment “$NKE” for the #1 pick ❤️

$SPY $RDDT $SPX