TradingPulse X

Cheers @alc2022 70 grand booked now in $DUOL puts The turkeys are slaughtered and served early this year

@BullTheoryio x.com/TradingPulseX/… Buckle up because CPI is coming.

BREAKING: WTI Crude Oil reached $115.75, up 72% since the war started on February 28th. Imagine it. Every barrel of oil that powers a plane, moves a truck, heats a home or runs a factory costs 72% more than it did five weeks ago. Trump’s deadline to Iran is 20 hours away. If Tuesday ends with a deal oil drops fast. If it ends with strikes oil goes higher. Both outcomes will move every market on earth simultaneously.

@stockswithtom Trump saved the day.

With all the news I thought we would go down today but in the end it was a pretty solid day. My portfolio: +0.5% How did you do today? $SPY $QQQ $VOO

@KobeissiLetter x.com/TradingPulseX/… Potent Crude + ISM Prices = FUN and we also have more reading coming up ….

BREAKING: US oil prices extend gains to $115.50/barrel, now up +110% since the December 2025 low. Inflation expectations are rising.

CPI would make for fun reading this week with ISM Services Prices at 70.

Lumentum $LITE still looking good despite today’s 6% drop. No violation of trend.

$AEHR looking good too on the chart. Breaking out.

@yianisz x.com/TradingPulseX/… Chart looking good.

$AAOI just forced the market to rethink the entire narrative again.. In less than a month, the company stacked $324M+ in orders from a single hyperscaler, moving from 1.6T down to 800G in parallel and now confirming shipments to a second customer. The part most people missed is the cadence. This wasn’t one headline deal. It was follow-on orders within weeks, which tells you the customer isn’t testing they’re locking supply ahead of a much larger rollout. That’s how real infrastructure cycles behave when capacity becomes the bottleneck. And this is exactly why the dilution panic looks misplaced. Management didn’t raise capital because they had to, they raised it because they saw this demand coming and needed to fund production ahead of it. The market punished the funding mechanism while ignoring the demand signal. I’m not buying the “overvalued and done” narrative here. When orders start compounding like this, the risk isn’t that the cycle is peaking, it’s that you’re still early and underestimating the scale of what’s coming.

$AAOI on an absolute tear here. Bullish Bull Flag Forming. There is more upside to come.

@FirstSquawk The cycle of Trump going angry and then appeasement are coming up again. Are you guys not bored of it already?

Hopes Fade for Deal With Iran Ahead of Tuesday-Night Deadline-WSJ

@algotradingdesk This narrative is running on repeat and is tiring. Even Trump himself will probably get bored of this.

New Lego Movie: 48 Hours Ultimatum ⏳🔥 #Ceasefire #Trump #Iranwar

@equity_by_mp $AVGO literally acting as the master of pick and shovels.

Market is pricing $AVGO like the AI cycle is peaking. Order book says otherwise. • AI revenue +106% YoY • 6 hyperscalers locked in • $100B chip target for 2027 • Supply secured through 2028 Doesn’t even need to beat Nvidia — every AI cluster runs on Broadcom’s Ethernet anyway. PEG at 0.53x. Stock at $314. The dip is a gift.

@JSCapitalCFA We have a K-shaped consumer and now: The job market has fractured into two worlds: service workers holding on for dear life, and white-collar knowledge workers facing a brutal "reverse recruiting" reality.

The job market narrative hasn’t caught up to the data just yet. Continuing claims are pushing 1.9M, hiring rates have rolled over to ~3.5%, and temp jobs have been falling for 2 years. More people are working multiple jobs just to keep up. White-collar trouble around the corner?

The Age of AI is upon us

@Quest4Great Thank you for the add.

Whenever a quality verified account follows me, they are added to my list of Great People! This list is a free resource for all of you to use to find other verified accounts who follow or follow back! It's still pretty small, but will continue to grow as I find more verified followers! x.com/i/lists/201991…

@JinJung It has gone nowhere. It’s just a more excited Beta at this point in time. Maybe not even that.

$BTC dropped below $69,000 again. At this point, you can’t deny that Crypto is attached to the overall market. Will it ever detach itself as a stand-alone asset? Probably not. Is it a good thing? Yes and No, What is your take?

@investedempire @JohnToThePoint Perhaps people do understand it but it’s a matter of breaking the habit.

@JohnToThePoint Lifestyle inflation is the single biggest wealth destroyer among the high earners. ✅ Spending money to tell people how much money you have is the fastest way to have less. Few understand this.

Lifestyle inflation is the silent wealth killer. If you get an increase, or a bonus, invest more! Don't spend more.

@investedempire @thejustinwelsh It’s not the only trait. Marry someone who is positive about life otherwise no matter how low the expectations, they can still make you feel miserable.

@thejustinwelsh I tend to follow a lot of Warren Buffet. His marriage advice is right in line with this: ✅ Marry someone with low expectations. This is the only trait you should look for in a potential spouse. Sounds like sound advice.

A very underrated life decision is marrying someone who wants a simple life.

@NoMorePicking It’s a human cognitive bias to feel losses more than gains. We place more importance to it.

the stocks that made you money sit quietly in your portfolio. the ones that lost you money? you can't stop talking about them. that's why most people remember their mistakes better than their wins.

@JohnToThePoint keep rate of return > rate of spend as old as gold

@JohnToThePoint good idea to pit them against each other

Negotiate bills: Cable, insurance, phone — ask for a discount, and compare your package. You might be surprised how hard they will fight to keep you! 📞