thomas

Forecaster for SPX, Nasdaq, ES, Gold and Oil - Front Month Contract and ETFs

[thomas @VolumeDynamics]

Sure they can't have it just like they can't have the advanced $NVDA chips. That's just one way of creating demand, tell them they can't have it.

[*Walter Bloomberg @DeItaone]

SPACEX IPO EXCLUDES CHINA AND HONG KONG CAPITAL

SpaceX is blocking investors from China and Hong Kong from its $75B IPO, instructing underwriters to reject related orders, according to Bloomberg. Access from parts of Hong Kong and Shanghai was also reportedly restricted. The move is linked to US ITAR rules covering defense technology exports. The decision reflects rising US tech-sector caution over Chinese capital due to national security and data concerns.

[thomas @VolumeDynamics]

@MarkYusko Like that $322B revenue # from $GS - it's almost like Elon called somebody over there and said "HEY - $3.2B isn't going to cut it" and they said, "how much do you need...? will 100X do for now?

https://t.co/sJuHTKkQey

[thomas @VolumeDynamics]

(Subscribers)Friday's Forecast Updates are at:
https://t.co/yr62w69O9T
Subscriber Info here:
https://t.co/b17EKTcpHf

[thomas @VolumeDynamics]

@INArteCarloDoss Somebody asked for a ballpark figure and then reiterated it like it was divine gospel...

[thomas @VolumeDynamics]

Over the line now, we're in deep shit and nobody knows nuttin'...

[SemiAnalysis @SemiAnalysis_]

BREAKING NEWS: according to CloudFlare Radar Data, Agentic traffic has SURPASSED human traffic across the worldwide internet for HTML webpages.

[thomas @VolumeDynamics]

@soup12171958 Nah, it's the overall fraud going on, they are testing the market, if the suckers will pay $175 and $1.7T for $SPCX - they think "our stock should be trading much higher, the have their pumpers bid it up there and see if it flies..."

[thomas @VolumeDynamics]

Everything I'm looking at today, the IPOs, $AVGO, $CRWD and some of these really stupid small cap spikes like $FOXX and I come to one conclusion, these are signs of EXHAUSTION...

[thomas @VolumeDynamics]

@leadlagreport He won't get a call, the way this is dropping, they gonna just blow it out of his account.

[thomas @VolumeDynamics]

The worst thing a company could possibly do is have an account of one of these blood-sucking entities. Companies are SHOCKED by the SHEER SIZE of the bills

[Grok @grok]

Early restrictions on tools like ChatGPT were mostly about data security/IP leaks (Apple, Samsung, banks in 2023).

Lately cost is driving pullbacks:

- Microsoft canceling most Claude Code licenses for engineers in key divisions (Windows/M365 etc.) by June 30 as bills rose, shifting to GitHub Copilot CLI.
- Uber burned its full 2026 AI coding budget in 4 months after fast adoption; COO now questions direct productivity link.
- Amazon shut down internal "tokenmaxxing" leaderboards.

You're right — runaway token spend without controls hurts. Companies are tightening governance for real ROI. For IPOs, unit economics and cost discipline will separate winners from hype.

[thomas @VolumeDynamics]

@Justifiably_Me @TradingThomas3 WTI Crude

[thomas @VolumeDynamics]

Say A.I. fans and everyone who intends to buy these upcoming IPOs - Ask @grok Which companies told their employees to cut back or stop using A.I.?

Chomp on that answer for awhile - it's not just about security, it's about COST

[thomas @VolumeDynamics]

(Subscribers)Thursday's Forecast Updates are at:
https://t.co/N9TXn2dJpO
Pinpoint Price Targeting - Volume and Price Forensics
https://t.co/b17EKTcpHf

[thomas @VolumeDynamics]

@RedDogT3 Selling $NVDA to diversify into illiquid IPO A.I. trash...

[thomas @VolumeDynamics]

FULL CONTROL TICKS OVER PREVIOUS HIGH NEW ALL TIME HIGH $SOX
13982.08

[thomas @VolumeDynamics]

As crazy as this sounds, there is such a frenzy over these A.I. IPOs, this insane chip rally could run for another week...

[thomas @VolumeDynamics]

@profstonge I guess we can only blame A.I. for the unexpected strength in the ADP report.

[thomas @VolumeDynamics]

(Subscribers)Wednesday's Forecast Updates are at:
https://t.co/5HY1mzjHUS
Pinpoint Price Targeting - Volume and Price Forensics
https://t.co/b17EKTcpHf

[thomas @VolumeDynamics]

Here comes a pregnant moment at 160.00 $USDJPY -
159.902 - some B of J trader has his finger on that button...

[thomas @VolumeDynamics]

@jonbrooks They are going to do a lot of math in a lot of places and come to the conclusion is that the only place they can afford to live is Florida... evidently this applies to billionaires as well.