BeatTheBotz

7.1K posts

BeatTheBotz

@BeatTheBotz

Build Income Streams AI Can't Replace High Yield ETFs • Portfolio Blueprints Free Research Library ↓ Patreon

USA Katılım Temmuz 2021

5.6K Takip Edilen8.1K Takipçiler

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BeatTheBotz@BeatTheBotz·1 Tem

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BeatTheBotz@BeatTheBotz·3h

@Barchart Higher oil, renewed geopolitical risk, inflation data this week, and stocks near all-time highs. That's a lot of headwinds for a market trading like nothing can go wrong.

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Barchart@Barchart·3h

Crude Oil getting sent 📈 📈

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BeatTheBotz@BeatTheBotz·3h

@coinbureau If oil stays elevated, inflation expectations rise, the higher for longer rate narrative gets stronger, and risk assets could face more pressure.

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Coin Bureau@coinbureau·3h

🚨NOW: Brent crude jumps over 4% at the open as the U.S. and Iran return to direct conflict, escalating the ongoing war.

Coin Bureau@coinbureau

🚨BREAKING: U.S. LAUNCHES NEW WAVE OF AIRSTRIKES ACROSS IRAN The United States is currently carrying out airstrikes across Iran, with a U.S. official telling the NYT that a “bigger wave” of attacks is expected today than in previous days. The strikes have reportedly continued for more than two hours, primarily targeting Khuzestan Province, Iran’s main oil-producing region.

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BeatTheBotz@BeatTheBotz·16h

📊 Total Return vs. Share Price Growth Max Chart Comparison 🥇 $IDVO: +53.21% TR | +36.51% Price 🥈 $QDVO: +46.86% TR | +21.98% Price 🥉 $DIVO: +29.87% TR | +16.35% Price All 3 have delivered share price growth and strong total returns, with $IDVO outperforming the group.

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BeatTheBotz@BeatTheBotz·13h

@Kalshi He didn't hint at buying Bitcoin, he said that orange dots only tell part of the story. My guess is more "financial engineering", not accumulation.

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Kalshi@Kalshi·13h

JUST IN: Michael Saylor hints at buying more Bitcoin

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BeatTheBotz@BeatTheBotz·13h

@DefiWimar Despite U.S. claims that the Strait of Hormuz remains open, it may take more than tweets to calm markets this time. If ships are being attacked, oil and broader risk assets could react quickly.

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Wimar.X@DefiWimar·13h

🚨 BREAKING 🇮🇷🇺🇸 IRAN JUST ATTACKED SEVERAL U.S. SHIPS ATTEMPTING TO PASS THROUGH THE STRAIT OF HORMUZ! NO RESPONSE FROM THE U.S. YET. THIS IS A DIRECT ESCALATION BETWEEN IRAN AND THE UNITED STATES. THIS IS EXTREMELY BAD FOR MARKETS...

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BeatTheBotz@BeatTheBotz·13h

@elonmusk @beffjezos A good reminder that energy isn't the only scarce resource. Raw materials ultimately determine how much real world infrastructure we can actually build.

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Elon Musk@elonmusk·13h

@beffjezos I say both energy and mass, as they are separate scarcities for practical purposes, despite being technically “equivalent”, as described by Einstein’s famous equation. Our solar system has only a tiny percentage of non-solar atoms with which to build things.

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Elon Musk@elonmusk·2d

If solar power in space is harnessed for useful work at scale, the value of that will far exceed the Earth economy, because all of Earth civilization uses much less than a trillionth of our Sun’s power

Brivael Le Pogam@brivael

Si A, la richesse suit l'énergie captée, et si B, SpaceX ouvre seule un réservoir un milliard de fois supérieur, alors la conclusion tombe d'elle-même : comparer SpaceX à la richesse terrestre est une erreur de catégorie. La Terre cesse d'être le dénominateur. « Plus que le reste de la Terre » n'est pas une hyperbole. C'est un arrondi à l'inférieur.

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BeatTheBotz@BeatTheBotz·14h

@coinbureau Energy prices may have cooled, but the inflation impact hasn't fully faded. Another surge in oil from renewed Middle East tensions could force the Fed to stay higher for longer, or even consider additional hikes.

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Coin Bureau@coinbureau·14h

📊WSJ SURVEY: Inflation projections rise as Fed rate cuts are now off the table for 2026 Economists surveyed by the Wall Street Journal raised their CPI forecast from 3.2% to 3.4% by December as the Iran war left inflation more persistent than expected. The Fed is expected to hold rates at 3.5% to 3.75% through year end with only 15% of economists seeing a hike as probable. Oil hit $112.95 at the peak of the conflict and has since fallen back to $71 after the June ceasefire, per WSJ.

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BeatTheBotz@BeatTheBotz·16h

@KobeissiLetter If oil prices spike from the Strait of Hormuz situation, it could complicate the inflation outlook just as CPI and PPI are released.

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The Kobeissi Letter@KobeissiLetter·16h

Key Events This Week: 1. Markets React to Strait of Hormuz Closure - Today, 6 PM ET 2. June CPI Inflation data - Tuesday 3. June PPI Inflation data - Wednesday 4. June Retail Sales data - Thursday 5. July Philly Fed Manufacturing Index - Thursday 6. July MI Inflation Expectations data - Friday 7. July MI Consumer Sentiment data - Friday 8. ~10% of S&P 500 Companies Report Earnings We have a highly eventful week ahead of us.

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BeatTheBotz@BeatTheBotz·16h

@coinbureau More conflicting signals. The U.S. says the Strait of Hormuz is open to all shipping, while Iran claims passage is not possible. The uncertainty alone could keep energy markets on edge.

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Coin Bureau@coinbureau·16h

⚡️UPDATE: IRAN'S STRAIT AUTHORITY SAYS PASSAGE IS NOT POSSIBLE DUE TO US MILITARY ACTIVITY The authority says permits will only resume once stability is restored.

Coin Bureau@coinbureau

🚨JUST NOW: Strait of Hormuz southern route is still open despite Iran declaring the waterway closed, per the Joint Maritime Information Center. The path along the Omani coastline remains available for transit as the US struck Iran for a third time in a week overnight.

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BeatTheBotz@BeatTheBotz·17h

@coinbureau "Orange dots tell only part of the story" doesn't read like a $BTC purchase. It could be hinting at another Bitcoin sale or another capital allocation move.

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Coin Bureau@coinbureau·17h

⚡️JUST NOW: SAYLOR POSTS A FRESH ORANGE TRACKER Michael Saylor posts a fresh orange dot chart hinting Strategy may be buying more Bitcoin. "Orange dots tell only part of the story"

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BeatTheBotz retweetledi

BeatTheBotz@BeatTheBotz·1d

📊 Total Return vs. Share Price Growth Max Chart Returns 🟠 $TDAQ: +27.00% TR | +11.75% Price 🟣 $GPIQ: +26.33% TR | +15.72% Price 🔵 $QQQI: +20.19% TR | +6.86% Price TDAQ delivered the strongest total return, GPIQ led in share price growth, while QQQI trailed both.

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BeatTheBotz@BeatTheBotz·1d

@Cryptotea Until the U.S. removes capital gains taxes on Bitcoin, it doesn't make sense as an everyday currency. Right now, spending or exchanging Bitcoin is generally a taxable event.

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Crypto Tea@Cryptotea·1d

What if we all use bitcoin as a currency instead of just holding it

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BeatTheBotz@BeatTheBotz·1d

@KobeissiLetter That's an incredible amount of capital chasing one theme in just a few months. Great while the AI memory trade is working, but crowded trades can unwind just as fast.

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The Kobeissi Letter@KobeissiLetter·1d

Shocking stat of the day: The Memory ETF, $DRAM, has surpassed $25 billion in assets under management (AUM) for the first time, officially overtaking the 26-year-old South Korea ETF, $EWY, despite launching on April 2nd. This comes as $DRAM has attracted a record +$22 billion in inflows since its debut. Over the same period, $EWY has posted -$2 billion in outflows. To put this into perspective, before $DRAM launched, $EWY had attracted +$6 billion in inflows in 2026. Prior to $DRAM, investors largely used $EWY as the international proxy for memory stocks. Today, these two ETFs still carry a 46% overlap in underlying holdings. The memory trade has never been more popular.

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BeatTheBotz@BeatTheBotz·1d

@NoLimitGains A 0.61 put/call ratio means traders are piling into calls and barely buying protection. That's peak optimism. Doesn't guarantee a top, but historically this is where complacency gets expensive.

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NoLimit@NoLimitGains·1d

Do you realize how INSANE this is?

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BeatTheBotz@BeatTheBotz·1d

@coinbureau Bitcoin has overcome plenty of challenges, but these long term questions around security and miner incentives shouldn't be ignored.

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Coin Bureau@coinbureau·1d

🔥FORMER META ENGINEER: BITCOIN HAS TWO TICKING TIME BOMBS He says quantum computers could one day break Bitcoin wallet security, with no cohesive plan to migrate the network. The second: 95% of all Bitcoin is already minted and the fee economy that was supposed to replace block rewards never materialized. "A slow death spiral could trigger."

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BeatTheBotz@BeatTheBotz·1d

@KobeissiLetter Record inflows are bullish, but they also mean expectations are getting higher. Earnings season will need to justify the optimism.

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The Kobeissi Letter@KobeissiLetter·1d

BREAKING: Global equity funds attracted +$56.4 billion in inflows in the week ending Wednesday, July 8th, the 4th-largest weekly inflow this year. This brings the 4-week average of total equity fund inflows up to +$40.0 billion, the 2nd-largest on record. The weekly surge was driven by technology funds that posted +$18.8 billion in inflows, the 2nd-largest on record. As a result, the 4-week average of inflows into tech funds are up to +$11.0 billion, an all-time high. Technology funds are now also on track for a record +$183 billion in total annual inflows in 2026. Investors are rushing into tech stocks like never before.

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BeatTheBotz@BeatTheBotz·1d

@CoinMarketCap Standard Chartered has a growing crypto business, so they have an incentive to be bullish. Doesn't mean they're wrong, just something investors should keep in mind.

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CoinMarketCap@CoinMarketCap·1d

LATEST: 📈 Standard Chartered's Geoff Kendrick predicts Bitcoin will hit $100K by the end of 2026 and $200K by the end of 2027, with a fresh ATH next year.

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BeatTheBotz@BeatTheBotz·1d

📉 $MSFT is down over 20% YTD. Meanwhile: 📈 Revenue: +17.9% 📈 Net Income: +29.6% 📈 EPS: +29.8% 56 analysts have a consensus rating of Strong Buy with an average analyst price target of $559.86, implying 45%+ upside from current levels.

The Assembly@InTheAssembly

$MSFT is expected to grow earnings 64% over the next 3 years. The stock is down 23% this year. Prices follow earnings eventually. The gap in between is called opportunity.

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BeatTheBotz@BeatTheBotz·1d

@InTheAssembly $MSFT is a reminder that stock prices can diverge from fundamentals in the short term. Over time, earnings tend to matter most.

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The Assembly@InTheAssembly·1d

$MSFT is expected to grow earnings 64% over the next 3 years. The stock is down 23% this year. Prices follow earnings eventually. The gap in between is called opportunity.

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Keşfet

@Barchart @coinbureau @Kalshi @DefiWimar @elonmusk @beffjezos @KobeissiLetter @BarackObama