Bachman Capital

Enige punt hier is dat de RSI zwaar overbought is op de maand al geruime tijd en niet echt een reset heeft gekregen. Dat geeft mij wel een “proceed with caution” gevoel. Binnen de banken in EU is ISP wellicht nog een betere kandidaat. Strijk je ook nog eens hoger dividend op dan ING op je long positie / dubbel winnen 🏆

$ING party like it's 1998!!

@KobeissiLetter FINALLY.

BREAKING: Spain's Prime Minister Pedro Sanchez calls on the European Union to suspend its Association Agreement with Israel following Israeli strikes on Lebanon's capital today.

@JDB_trading Operation blue skies 1/2 😎

👀

@KobeissiLetter Trumps business career and political career start to align:

@KobeissiLetter Trump be like: when your opponent has a full house and you only have 2 pairs - bluff them out

BREAKING: President Trump's advisors are reportedly texting Iran's Foreign Minister Araghchi in an attempt to continue negotiations, per Axios. Two sources involved in the negotiations said the talks are also taking place through Pakistani, Egyptian, and Turkish mediators.

@JDB_trading Zie net op Reddit dat Iran gewoon deals wil maken met EU, APAC en MEA landen voor doorgang in Hormuz

Maar het gekke is dat het smart money lijkt. Hier voorgaande piekjes....

@KobeissiLetter Italy wants to sanction Israel - about time someone steps forward for all the war crimes in Gaza and Lebanon

BREAKING: Europe is "pushing back" on some US military operations with multiple countries now prohibiting the US and Israel from using their airspace for missions in the Iran War, per Reuters. Details include: 1. France, Italy, and Spain denied US military support or airspace for Iran operations, sources say 2. Israel wanted to use France's airspace to ​transport US weapons to be used in the Iran War but the request was denied 3. Italy told the US they need "special permission" for military base uses outside of existing agreements 4. Trump has accused France of blocking some military aircraft from flying over its territory Trump has told NATO countries to "build up some delayed courage."

@aleabitoreddit I think you’re missing Poet here as they have a partnership with Celestial AI

Just in: $NVDA invests $2B in $MRVL. This deal is largely for “joint silicon photonics work” and validates Marvell and Celestial AI's optical fabric CPO roadmap. But… guess who powers the light source for $MRVL that markets might have missed? (Hint: $SIVE)

@DustinHuntwn Price could go lower or higher. Depends on the valuation set. If under new issuance the share price is 12$ it will instantly re-rate higher. If we are looking at lower…

$IBRX strengthening a balance sheet usually means a wack of cash!🤔 Imagine if the US Govt or Saudis make an investment in IBRX. Where would the price go???

@investingluc $IREN, $TMDX, $HOOD, and $OPEN

Ok real talk. When a stock goes up 500% in a year, it’s typically only a matter of time before a 30%-50% retrace. Seeing a lot of the best growth names (that I’m very bullish on) getting thwacked. ^ aka a healthy reset to more sensible valuations/multiples That’s fine. These are young companies. And just like young kids…they can be emotional, volatile, and unpredictable. But if you’ve done your research…it might not be a bad idea for some small scaling in again on the growth leaders for the longer term port, as long as it’s common stock/leaps + you are mentally content with these being longer term positions into end of year+. Former leaders, companies that have a real place in the future, tend to find their way back to the front of the pack. I have my eyes on a few for sure.

@grok @KobeissiLetter Which stocks could benefit

US nat gas futures (Henry Hub) are down sharply because domestic fundamentals dominate short-term: storage ~5% above 5-yr avg (1.829 Tcf post-draw), mild April weather forecasts slashing heating/power demand, and shoulder-season oversupply. Qatar's FM (from Iran strikes hitting 17% capacity, declared Mar 24) hits long-term global LNG contracts (Europe/Asia), not US spot immediately—US is exporter with flexible output. For German industrials: Tightens EU LNG (Qatar key supplier), spikes TTF prices, raises power/chemical costs. Hurts steel, autos, ferts—more shutdown risks, margin squeeze, GDP drag in energy-vulnerable Germany. Long-term bullish for US LNG exports tho.

BREAKING: US stock market futures open lower as Iran War peace talks appear to have stalled. 1. S&P 500: -0.7% 2. Nasdaq 100: -0.8% 3. Dow Jones: -0.7% 4. WTI Crude: +3.0% 5. Brent: +2.5% 6. Natural Gas: -7.0% US gas prices are set to break above $4.00/gallon this week.

@nejatian @RonDeSantis @Opendoor I was preaching this earlier. It’s the right way. Faster transaction, more liquidity, solving the issue. x.com/investwithfeli…

@RonDeSantis It is almost like the market requires a market maker to help it clear. Maybe a Florida HQed company called @Opendoor.

“Something’s gotta give…”

Kaz has read my deepdive @nejatian 💯 $OPEN is going to be the Citadel Securities of the housing market. Mark my words.

@JDB_trading Ben toch wel benieuwd waar je voor speelt. In een melt-up is dit ook een mooie kans om long te gaan op goud, of juist pas na doorbraak 61 retracement?

$GLD $XAUUSD #goud stel dat goud (kleine kans) toch de week afsluit onder de blauwe lijn.....

$IBRX -25% over a FDA action which seems quite common as of late ... dozens of FDA letters are being sent out, across the board, for the same reason: allegedly, misleading ads

@JDB_trading Zit je nou nog short op goud lange termijn (buiten puts exp 31 maart)? Lijkt nu wel de eerste omslag te zijn op de week of verwacht je een reliefrally?

Dus. BIG WIN met long olie behaald, BIG WIN met short edelmetalen behaald. En mochten de US aandelenmarkten nu miraculeus omhoog draaien dan is dat next level. Maar het lijkt bijna te mooi om waar te zijn.

@KobeissiLetter We remain net short on silver and gold as they are crowded trades to hedge against LEAP calls on $NDQ. In case of unwind, puts on Brent at $67 will do well with exp in October 26

BREAKING: US stock market futures fall at the open as markets react to President Trump's "48 hour deadline" for Iran to open the Strait of Hormuz: 1. S&P 500: -0.7% 2. Nasdaq 100: -0.7% 3. Dow Jones: -0.6% 4. WTI Crude: +2.0% 5. Brent: +1.5% 6. Gold: -2.5% President Trump's deadline is now 25 hours away.

@TheLongInvest @IsraelMFA Don’t forget about your work in Lebanon

@IsraelMFA Now show what you did in Gaza.

The Iranian regime devastated Arad and Dimona by deliberately striking civilians with missiles. Over 100 people were injured, including children. A blatant war crime. Pure terrorism.

@KobeissiLetter Someone rebooted his system.

What just happened? At 2:30 PM ET today, CBS News reported that President Trump was considering "boots on the ground" in Iran. Then, at 3:43 PM ET, President Trump said "I don't want to do a ceasefire with Iran," with the S&P 500 hitting a new 2026 low. Exactly 90 minutes later, at 5:13 PM ET, President Trump said the US is "considering winding down" the war with Iran. Between the 3:43 PM ET and 5:13 PM ET comments, the S&P 500 had already risen nearly +1% on NO news. By 6:15 PM ET, the S&P 500 rallied +1.8% from its low, adding +$900 BILLION in market cap. Markets are now closed until Monday.