Charlie

@mikefutia META

Meta just shipped the official Ads CLI 🤯 The first time you can plug Claude Code directly into your Meta ad account without a third-party connector or (allegedly) getting your account banned. Plug it into Claude Code and Claude can pull live performance data, build dashboards, and analyze creative fatigue, all from one prompt. Here's what's possible inside Claude Code: → Pull last 30 days of campaign performance into a styled HTML dashboard → Find every ad with frequency over 3.0 or CTR drops over 20% week-over-week → Generate weekly client reports written in your brand voice → Run anomaly detection on spend, CPM, and conversions → Build creative fatigue alerts that flag dying ads before CPAs blow up The biggest difference from every third-party Meta MCP that's been floating around: This one is built and maintained by Meta themselves. Most folks running Meta ads won't touch third-party connectors because the ban risk is real. The official CLI (mostly) eliminates that. It's your token, your app, your direct connection to Meta's API. I put together the complete playbook: → The exact 15-minute setup: Meta Developer App, system user, asset assignment, token generation → 20+ prompt templates for reporting, fatigue detection, opportunity scoring, and anomaly analysis → A weekly operating cadence: Monday performance pull, Wednesday creative review, Friday exec brief → Rate limit guardrails so you don't trip Meta's automated enforcement → The 5 prompts to run first Want it for free? > Like this post > Comment "META" And I'll send it over (must be following so I can DM)

@iRango0 Any updates on $qqq or $spx?

Some of you keep asking me if there is any change to the plan. No change. $BTC is ranging as expected. If there is a significant breakdown of the levels, then we can review. For now, BTC is on magnet mode to the originally predicted pattern. See below:

@realalexvieira Hey @realalexvieira just recently followed you! Are you long in some names now or just fully cash?

Unloaded numerous positions today. Not coming back anytime soon. Have a great weekend! $SPY $QQQ $TSLA $NVDA $INTC $SOXX x.com/realalexvieira…

@piratestocks100 Is $UNG or $VG still a good bet now?

Your Furu telling you to buy $ANNA over $10 but I was telling you to buy in the $3’s 🫡

@piratestocks100 Are you not expecting oil to head towards $200 in the near future?

@exponentialsoul Short June $OXY contracts

Reason for the massive positions short oil? $USO $OXY $SPX

@themarketradar Not trying to be rude, but I remember you were bullish on the markets before the Iran situation, just curious

Checkout the latest LNMS episode We had a great chat about how the markets been slowing before Iran even started, and why that means a resolution doesn’t equal a full market reversal

@nicktheriot_ BRAIN

I'm going to delete this post in 48 hrs... Because I just dropped the most BRAIN-DEAD creative strategy for scaling Facebook ads in 2026. This is the exact TOP-TIER system we use to find winning ads at scale just by copying proven concepts from other industries and let AI do the job for us. We charge $10,000/mo to do this for clients… But today, I'm giving it away 100% FREE. Like + Comment "BRAIN" and I'll send it to you.

@singhman2689 into all of the names in the picture?

Deploying cash today into AI names.

My current holdings by position size: $SNDK (biggest because leading, 10k+ shares) $MU $SOXL (leading sector) $FTAI (small size) $LITE (tiny after I took profits last week)

@Staticether Thanks! I'm curious, how do you see the 4300 scenario playing out? Are you assuming the US loses ai play to China, or something bigger like a broader economic setback?

I think there is a decent chance it reaches that 5200 level, but it might take longer. I am confident it reaches 5900 this year, which is the trade I have on. Less confident but still see the possibility of trading all the way to like 4300 within the next several years , but I don’t currently have a trade on for that leg because it’s so far out. It would be a long process with tons of big rallies along the way, if it were to get all the way there.

It remains my view that stocks are not done and will continue lower this year, and I am positioned for $SPX to reach $5900 by fall. While the Iran war is certainly a short term catalyst weighing on stocks, I believe they would be struggling anyways. Obviously with war the path was different than it would’ve been without, but I have thought and still think this is the start of a much larger bear market. The most important thing to watch in the short term will be the $vix. The obvious thinking will be that it “should” get destroyed over the next few days/weeks as we now have a seemingly detailed outline for a deal. However, I am thinking it will continue to remain elevated over the 20 level because of the deterioration of AI, specifically $GOOG and $NVDA weakness. I think much of what is being attributed to Iran when it comes to stocks dumping is actually AI bubble deflation and the start of a broader risk off cycle (bad vibes), which I expect to continue over time. I am short both and think nvda trades 150 and goog mid/low 200s in a few months. Remember, these markets are more reflexive than ever and price drives narratives. This price action would have looked very different if this war happened in 2024. Retail and short term traders are a tremendously force in these markets. People laugh but these markets run on “vibes” more than ever before. When vibes are good every tiny pullback is bought. I would not want to be long when the vibes sour, and they are now getting to that point.

@Namzes_G @WalshSRCM Which levels are you seeing for this cycle? Is 2200 on SPX actually realistic, or would that be bear cope territory?

@WalshSRCM SPX 2200 around 2030 is possible.

7000 $SPX was promised to me 3 years ago 😂 On Jan 28, 2026, 7002 reached intraday and rejected hard so far. If you don’t take profits and ride it back down, what’s the point of investing/trading? Try to capture 80-90% of gains and sidestep 80% of big losses. It’s a marathon.

@exponentialsoul Still on the cards. We are down about 10% from high 6900s since that tweet. I'm expecting at least 5700 on probability.

@iRango0 Got you, makes sense. And how far do you think this kind of move can really go? Is smth deeper (4300) even on the table, or does that start getting into bear cope territory?

$BTC Bitcoin babies are finally quiet on X. Ironically this drop was the time to dabble back into crypto. $SPX short is next. I don't short markets, but it's the obvious play. We might see a short rally up before close to a 25% slap down to around 5200ish.

@D27357 Thanks for sharing! What do you think of $FMC?

I still think the market is complacent here - it seems to expect another TACO, but it won't be as easy in this case as in a trade war. Inflation print was bad today, clearly tariff inflationary effects are kicking in and Iran war will lead to a major inflationary boost - and all that into a weakening labor market and struggling private credit market. This is also troubling for AI infra imo. Thus I even trimmedong time very high conviction long SK Hynix. Unless they get the strait opened quickly this bull market is over imo, or at least we'll see a serious correction. Therefore I positioned myself for this war and the strait of Hormuz closure lasting months. Iran has a vested interest in pushing up oil/gas prices & causing as much harm to the global and especially Western & gulf economies as it can. Mind you, the Houthis haven't been activated and they can close the Bab-El Mandeb Strait. The Houthis have also successfully targeted Saudi oil facilities in the past. So the war can still escalate further and in fact I expect that to happen. That said there are possible off-ramps, for instance if China believes that the harm to the global economy outweighs its geopolitical gains, I could see a situation where Trump stops and China then pressures Iran to stop as well. In that case I will adjust my portfolio accordingly. Currently I nonetheless expect the war to continue for a few months. Due to the Iran war and closure of strait of Hormuz I am Long defense, oil, gas, fertilizer and aluminium. Growth stocks will be hit hard in such an environment, even defense growth stocks. I'm still keeping $VELO though for instance, since I think it will benefit significantly from defense spending and it's a high conviction holding. But major sell-off in defense growth stocks including $VELO wouldn't surprise me at all. In such an environment the market typically prices first and foremost based on FCF, and less projections and potential. Specifically I: -Trimmed $FIGR and SK Hynix -Closed $PATH -Defense: long $VELO, $IRDM, $CVU, $EOS, $BOSC, ELS.ASX, $FLT.V, $EXA.SBF, $VVX, $AVAV, $NPK -Gas/oil: long $VG, $LNG, $WDS, $YPF, $SSLZY, $OXY -Fertilizer: long $CF & some $LXU -Aluminium: long $AA -Otherwise still long $LGCY and $YB -Also reopened a position in HSBK.L (Halyk Bank) Long term I really like $FIGR and can see myself making it my largest position at some point in the next few months if it gets cheap enough as a result of macro environment. Nfa

FMC LYB

@nicktheriot_ AUDIT

How to identify the ONE bottleneck burning 60-80% of your ad spend in under 10 minutes Most brands waste $50K+ testing the wrong thing because they can't tell if their creative sucks, their offer sucks, or their strategy sucks. I built the exact scaling audit framework we use to diagnose this in under 10 minutes This is the same diagnostic we charge $10K+ to run for clients. Like + comment "AUDIT" and I'll DM it to you.

adnans?