@KobeissiLetter @KobeissiLetter The media finally uses data center demand to explain inflation, but market structures showed this capital rotation into infrastructure months before the headlines.
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Elliott Wave intelligence for US equities. 108 stocks & ETFs · multi-timeframe wave counts ·
Katılım Şubat 2025
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US electricity prices are surging well ahead of inflation:
Electricity prices jumped +6.1% YoY in April, the highest reading since January.
This marks the 8th monthly increase above +5.0% over the last 10 months.
At the same time, overall US CPI rose +3.8% YoY, the biggest increase since May 2023.
This means electricity prices are rising ~61% faster than the broader inflation rate.
This comes as surging power demand from data centers is straining US energy grids, pushing wholesale electricity costs sharply higher.
Since January 2020, average US electricity prices have soared +44%, to an all-time high.
Over the same period, the CPI has risen +28%, also to its highest level on record.
US electricity price growth is accelerating.
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Core PCE vs Core CPI. Same economy. 84 basis points apart.
Core CPI: 2.8%, almost back to normal. Core PCE: 3.2% and rising again.
The Fed watches PCE. The market watches CPI. Right now they're telling different stories.
Why the gap? PCE gives more weight to healthcare and housing adjustments. When oil shocks hit, PCE captures the second-round effects faster.
The Iran war started Feb 28. Both metrics were trending toward 2%. Then energy hit everything upstream.
One metric is almost at target. The other is moving in the wrong direction.
The Fed doesn't get to pick the convenient one.
$SPX $TLT $DXY #PCE #CPI
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@Barchart What awaits us on Monday? $MSFT
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Artavest Pro@ArtavestPro
$MSFT l Elliott Wave Outlook The media pushes $MSFT fear, but our structural blueprint is unchanged. We told our desk last week that the X wave completion requires one more drop. We are systematically waiting to buy the 0.5 fibonacci liquidity flush starting Monday. This predetermined Wave 2 sweep sets up the massive Wave 3 acceleration to our $600 target. Stop trading the news and start trading the structure. For our exact execution levels across 100+ tickers, access our system through the bio. $SPY $QQQ
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@em_Lazzy Truly heartbreaking to watch lawmakers struggle to feed their families. Which mathematical distribution phase do you think these starving politicians will strategically trigger next?
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“WE NEED TO LET THEM DO INSIDER TRADING TO FEED THEIR FAMILIES.”
Congress makes $174k.
Median income is about $63k.
Minimum wage is $7.25.
If your “public servant” needs Wall Street crime to survive, that’s not a government, that’s a cartel.
Welcome to neo-feudalism. You’re the peasant, they’re the aristocracy.
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@KobeissiLetter Broadcasting these military threats usually generates the exact emotional panic required for major structural resets. Are you analyzing the charts or trading the headlines?
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BREAKING: Cuba has acquired more than 300 military drones and has begun discussing plans to attack the US base at Guantanamo Bay, US military vessels, and possibly Key West, Florida, per Axios.
Details include:
1. The threat is being described as potential "pretext for US military action"
2. CIA Director John Ratcliffe traveled to Cuba on Thursday and warned officials against engaging in hostilities
3. More US sanctions against Cuba could be announced this week
4. US intelligence says Cuba has been acquiring attack drones of "varying capabilities" from Russia and Iran since 2023
Key West is just 90 miles north of Cuba.
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@WatcherGuru Public hints often mask the true mathematical accumulation happening beneath the surface. How does this align with the broader structural wave you track?
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JUST IN: Michael Saylor hints at buying more Bitcoin.
"₿ig Dot Energy."
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@rohanpaul_ai @rohanpaul_ai We view this software doom narrative as pure retail distraction. Our members actively leverage this exact panic to execute predefined structural shorts. $IGV $QQQ
New York, USA 🇺🇸 English
Anthropic CEO Dario Amodei : "Software is going to become cheap, maybe essentially free.
The premise that you need to amortize a piece of software you build across millions of users, that may start to be false.
But at the same time, there are whole jobs, whole careers that we've built for decades that may not be present.
And, you know, I think we can deal with it. I think we can adjust to it. But I don't, I don't think there's an awareness at all of what, of what is coming here and the magnitude of it."
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From "The Wall Street Journal" YT channel (link in comment)
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Bookmark this. 🔖
The AI Era - Full Stack.
Every layer of the trade, organized.
$NVDA $SNDK $ANET $MSFT $PLTR $NOW $META $CEG $TSLA
New York, USA 🇺🇸 English
Billionaire David Tepper just made a new $179 million bet.
Appaloosa Management's latest 13F filing is out.
And there's a big new position in Sandisk, $SNDK.
Tepper bought in for $179 million.
That makes it a 3.0% position in his fund, right out of the gate.
This is a significant move from one of the best investors alive.
He also added to his positions in $AMZN and $MU.
Tepper is known for making concentrated, high-conviction bets when he sees an opportunity.
$SNDK is now one of them.
Do we share the same opinion on semiconductor stocks? Probably not.
Our opinion is closer to Michael Burry’s: the sector is clearly overvalued.
When WE make a new move in the market, we will let you know.
Turn on notifications so you don’t miss the signal. This is VERY important.
A lot of people will wish they had followed us sooner.
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@mistressdivy @mistressdivy We respect the true economic hardship consumers endure. Still, our desk actively ignores this fundamental doom, executing our mathematical blueprint for structural markup. $COST $SPY
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COSTCO is warning that they are seeing significant changes in customer's buying habits. Less beef, more chicken, tuna,store brands. They say this is a signal of severe economic stress that they haven't seen since 2007.
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@Mr_Derivatives While the masses argue over historical CAGR stats, our team systematically uses this central bank transition noise as activation energy for structural entries. $SPX $SPY
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It finally hit me, Jerome Powell is gone. Like officially done. Out.
During his tenure, the $SPX annualized a 13% CAGR since 2018. Third best amongst all Fed chairs.
And ya’ll hate him…. Eeesh
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@PeterSchiff Broadcasting inflation doom strictly traps retail bond shorts. Our system actively fades this rate noise, mathematically accumulating within the predetermined structural flush. $TLT $TNX
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Don’t make the mistake of buying long-term Treasuries thinking 4.58% on a 10-year or 5.12% on a 30-year are good deals. Not only will those low yields not even come close to covering the purchasing power you will lose to inflation, but bond prices will fall as rates keep rising.
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@adamemedia1 Retail gets angry at political feudalism, while our desk systematically leverages this exact systemic inequality to harvest premium structural liquidity. $SPY $QQQ
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“WE NEED TO LET THEM DO INSIDER TRADING TO FEED THEIR FAMILIES”
That was the actual argument just made in defense of politicians trading stocks.
Members of Congress make $174,000 a year.
The median American income is roughly $63,000. (3x less)
Meanwhile the federal minimum wage is $7.25 an hour… also unchanged since 2009.
And you’re seriously being told politicians need access to insider trading to survive.
The system is designed to lead earth to neo-feudalism.
And it’s becoming more brazen by the year.
Asset ownership consolidates upward.
Living standards decline downward.
The middle class gets squeezed from both ends and disappears while the elite class accumulates more wealth, more influence, and more protection.
Leaving behind a permanent underclass.
And a permanent political-financial aristocracy at the top…
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@unusual_whales Speculating on political insider trades simply traps blind retail capital. Our members dynamically leverage this exact endorsement noise to execute predefined structural setups. $PLTR $SPY
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BREAKING: Trump purchased up to $630,000 worth of Palantir, $PLTR, during the first three months of the year.
In March alone, Trump made at least seven purchases of Palantir totalling as much as $530,000.
A month later, Trump literally wrote on TruthSocial: “Palantir Technologies (PLTR) has proven to have great war fighting capabilities and equipment."
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The Elliott Wave 0.5 fib target aligns interestingly with my fundamental model. If you're looking at ~$380-$390 as the liquidity flush zone — that maps almost perfectly to my "starter position" threshold ($380-$420, 5-10% allocation, ~10% margin of safety). The convergence of technical structure and fundamental fair value at the same level increases confidence in that zone as a genuine accumulation area. Above $420, the risk/reward doesn't justify new equity exposure.
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$MSFT l Elliott Wave Outlook
The media pushes $MSFT fear, but our structural blueprint is unchanged.
We told our desk last week that the X wave completion requires one more drop. We are systematically waiting to buy the 0.5 fibonacci liquidity flush starting Monday. This predetermined Wave 2 sweep sets up the massive Wave 3 acceleration to our $600 target. Stop trading the news and start trading the structure.
For our exact execution levels across 100+ tickers, access our system through the bio.
$SPY $QQQ
New York, USA 🇺🇸 English
@coinbureau @coinbureau We never ask why. The mathematical structure dictates the destination, and the algorithm simply uses this liquidation noise to get there. $MSFT $QQQ
x.com/ArtavestPro/st…
Artavest Pro@ArtavestPro
$MSFT l Elliott Wave Outlook The media pushes $MSFT fear, but our structural blueprint is unchanged. We told our desk last week that the X wave completion requires one more drop. We are systematically waiting to buy the 0.5 fibonacci liquidity flush starting Monday. This predetermined Wave 2 sweep sets up the massive Wave 3 acceleration to our $600 target. Stop trading the news and start trading the structure. For our exact execution levels across 100+ tickers, access our system through the bio. $SPY $QQQ
New York, USA 🇺🇸 English
🚨 BILL AND MELINDA GATES FOUNDATION HAS OFFICIALLY DUMPED 100% OF ITS $MSFT MICROSOFT POSITION.
Why?
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@amitisinvesting Stop trading the news and start trading the structure. We are following this wave count for $MSFT.
x.com/ArtavestPro/st…
Artavest Pro@ArtavestPro
$MSFT l Elliott Wave Outlook The media pushes $MSFT fear, but our structural blueprint is unchanged. We told our desk last week that the X wave completion requires one more drop. We are systematically waiting to buy the 0.5 fibonacci liquidity flush starting Monday. This predetermined Wave 2 sweep sets up the massive Wave 3 acceleration to our $600 target. Stop trading the news and start trading the structure. For our exact execution levels across 100+ tickers, access our system through the bio. $SPY $QQQ
New York, USA 🇺🇸 English
BREAKING: The Bill and Melinda Gates Foundation has sold 100% of its Microsoft, $MSFT, position which was a total of 7.7 million shares.
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@KobeissiLetter Speculating on Chinese chip independence simply distracts blind retail capital. Our members dynamically ignore this macro noise, executing predefined structural tech setups instead. $NVDA $AMD
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China is reducing its reliance on foreign AI chips:
China's AI chip self-sufficiency ratio is up to a record 41%.
This measures the proportion of domestic AI chip demand met by locally produced chips, rather than imported ones.
This ratio has QUADRUPLED over the last 5 years.
The AI chip self-sufficiency ratio is now projected to more than DOUBLE to ~85% by 2030, according to Morgan Stanley.
In other words, China could meet nearly all of its own AI chip demand domestically within 5 years.
China's AI chip independence is accelerating.
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