ZYRA

인생에서 가장 멋진 건
하룻밤 사이의 성공이 아니라🎀
묵묵히 노력하다가 어느 순간 빛나는 거야🌟

[ZYRA @ZYRAWXC]

아시아 최남단에서 적도의 바람을 느끼며 🌴
여기 생태 환경은 정말 최고인 것 같아요

[ZYRA @ZYRAWXC]

침침해지고, 각질 일고, 다크서클 생기고, 야근 3종 세트 완성이다. 오늘 밤 팩으로 하나씩 해결한다 😌

[ZYRA @ZYRAWXC]

펄어비스는 게임이 아니라 세상을 만들었다. #붉은사막

[ZYRA @ZYRAWXC]

거친 물살을 가르며 나아가는 매 순간은 나 자신을 ��한 무언의 도전이죠

[Evan | Investments @NotA_Bull]

Friendly reminder that…

• The war will END.
• Gas prices will go DOWN.
• Stocks will go UP.
• All time HIGHS are coming.

Bookmark this and come back.

[Lukas Ekwueme @ekwufinance]

Bessent must be furious... Rates keep rising as he triples Treasury buybacks.

Bessent is issuing short-term USTs to buy back long-term Treasuries...

And Warsh is printing money to buy short-term Treasuries at a faster pace than during Covid.

Technically, this isn't QE because the Fed isn't buying the long-term Treasuries directly...

But effectively, the goal is the same: print money to suppress yields

And with yields RISING on the news, the market is telling us that 3x buybacks aren't nearly enough...

We don't own enough hard assets for what's coming.

[Lisa Abramowicz @lisaabramowicz1]

Yields on 30-year Treasuries just hit new post-2007 highs.

[The Analyst @MMatters22596]

I think the software sector still has some nasty surprises in store:

$ADBE
I still expect new lows around $150.

As long as we don’t see a break above the green invalidation line at $433, this outlook won’t change.

$PANW
The recent surge should cool down.

I expect a pullback toward $246–$199 next.

As long as $PANW doesn’t break above its ATH, my view remains unchanged.

$SNOW
I expect a pullback toward $251–$175.

But to be clear: for me, that would be an insane opportunity.

As long as we don’t see new highs above the recent high at $384.56, this outlook won’t change.

And these three won’t be the only software names facing pressure...

[Ash Crypto @AshCrypto]

BREAKING:

🇺🇸 US PPI came in at 5.4%

Expectations: 5.3%

Highest level in 2 months.

[squawksquare @squawksquare]

Futures plummeting as yields go higher and fuk the markets. $TSLA $SNDK $MU $SPCX

[Oguz Erkan @oguzerkan]

$GOOG: Advertising + frontier AI lab + AI infrastructure. Trading at 22x 2027 earnings.

$META: Advertising + frontier AI lab + AI infrastructure optionality. Trading at 22x 2027 earnings.

$GOOG commands a premium valuation despite declining search thanks to its AI lab and compute infrastructure.

Meanwhile $META’s AI lab and compute optionality are valued at literally 0.

This will correct at some point.

[Banana3 @Banana3Stocks]

$SPY $QQQ

The PPI Report

The key numbers which is the CORE (ex food and energy) Year Over Year (YOY) came in as expected at 4.6%

The CORE Month Over Month (MOM) came in slightly lighter at 0.2% on expected 0.3%

However… it’s all kind of meaningless as Oil and it’s real-time prices are whipping interest rates around - higher

WTI had just crossed over $100 per barrel and the 10yr just matched its 20 year high at 4.9%… when that occurred the Fedwatch probability for a rate hike jumped up to 70% from around 58% - that triggered algos to sell futures

The President tried Jawboning last night that he will end the war and get gas prices down after the election and that he even had good talks with Putin, but it did not bring down Oil prices, in fact they are higher today

The market wants to see factual evidence of deescalation and the war (Iran conflict) ending and potentially the Russian - Ukrainian war ending in order to cool off Oil which in turn cools off yields/interest rates

[Peter DiCarlo @pdicarlotrader]

$NVDA still can't hold above Smart Money Sell Zone

Looks like we could fill the downside gap before a strong support at $212

[*Walter Bloomberg @DeItaone]

ECB HIKES RATES 25 BPS AS INFLATION RISKS RISE

The ECB raised rates by 25 basis points, taking the deposit rate to 2.50%, as the Middle East conflict keeps inflation pressures elevated.

The ECB now sees inflation averaging 3.0% in 2026, 2.5% in 2027 and 2.1% in 2028, with the latter two forecasts revised higher.

Growth forecasts were also upgraded, while the ECB stressed that future rate decisions remain data-dependent with no pre-set path.

[Jake Wujastyk @Jake__Wujastyk]

PPI hot and some individual high beta names start to flip green.

Lol wild market.

[슈뢰딩거🚀🛰 @LoganKi04925170]

지수 뜨자마자 급락이네.
6월 피크 찍고 하락국면이라 생각한걸
모두 뒤집고 다시 고개쳐드네.

미친 트럼프.
유가로 그 난리피우더니
결국 금리인상 해야겠네.

[Heisenberg @Mr_Derivatives]

$TNX $USO $SPX

🤔

[The Long Investor @TheLongInvest]

Prepare your portfolios for the next 6-9 months:

- Hold at LEAST 10% Cash
- Have at LEAST 30% of your portfolio in Safe Havens/Hedges
- Crypto positions should be MAX 15% of your portfolio
- 30% MAX should be allocated in high beta, growth, pre revenue companies.
- Bonds are not considered safe right now
- Emerging markets should not be ignored
- Protect your portfolio with high FCF companies, Dividends and companies that have already completed an ABC correction with improving fundamentals
- Health is safe.
- DO NOT USE LEVERAGE

[Sarah Go @GONOGO_US]

상황이 계속 점진적으로 악화되고 있는게,

옛날엔 금리가 오르고 유가가 오르면
투자가 줄고 소비가 감소했는데

요즘 뭐 어떤 새끼가
금리 높다고 주식 안 사고
기름 값 비싸다며 차 안끌고 다니냐

걍 부러지기 전 까지는 계속 돈 쓰는거임
수령님이 자꾸 주니까

나중엔 다 함께 부러지겠지

[Jonborica @jonborica]

내일이
주식 시장 조정 진입 여부를 가르는
운명의 날

[후감독 @directorhoo0917]

우리같은 개미들은

특정 기간은 사기만 하고
특정기간은 팔기만 하는게

수익률이 좋습니다.

지금은 살때라고 생각합니다.

최근 한달간 매도자체를 안했습니다.
매수만 했습니다.

여기서 더 눌린다?
더살겁니다