Breaking Clout

399 posts

Breaking Clout

Breaking Clout

@CLOUTZENTRAL

Katılım Eylül 2023
717 Takip Edilen108 Takipçiler
Sean trades
Sean trades@SRxTrades·
$QQQ Undercut and reclaim of the tight range and 200 SMA No sign of capitulation yet but some bullish divergence between breadth and the index today All pullbacks, specifically gap downs continue to provide opportunity to get into the best names Use weakness to enter into relative strength names.
Sean trades tweet media
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Breaking Clout
Breaking Clout@CLOUTZENTRAL·
@traderhc Thank u. I think we are looking at the same thing. What u think about m2 global?
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TraderHC
TraderHC@traderhc·
FRED has everything you need. Three series: WALCL (Fed balance sheet), WTREGEN (Treasury General Account), RRPONTSYD (Reverse Repo). Net liquidity = WALCL minus TGA minus RRP. Right now that's $6.66T - $853B - basically zero RRP = ~$5.8T. That's the number that actually moves $SPX. Plot it against the S&P and you'll see why nothing else matters as much.
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TraderHC
TraderHC@traderhc·
Okay then. Everyone's staring at the $VIX, the headlines, the tariff noise. Wrong screen. The only chart that matters right now is net liquidity. It just hit $5.8 trillion and it's accelerating. RRP is effectively zero. Drained. Every dollar the Treasury spends now goes straight into the financial system. That's roughly $300B in projected liquidity expansion over the next three months. No buffer left to absorb it. $QQQ sitting at 594 while the liquidity engine underneath it is running the hottest it has in months. I think we're looking at SPX 6800 to 6900 before the month's out. The plumbing doesn't care about the mood. When's the last time expanding liquidity lost to sentiment for more than a few weeks?
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Labeltrader
Labeltrader@labeltrader1122·
$uso you need oil to die for bullish $spy confirmation
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Silver Wolf 🐺
Silver Wolf 🐺@SilverWolfAG·
Silver is in oversold territory and very close to bottoming out.
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Beardo
Beardo@BeardoTrader·
Volume never lies. Still waiting for capitulation. $SPY
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Michael Weiss
Michael Weiss@michaeldweiss·
After a year of threatening to go to war with one NATO ally, a boorish campaign to treat another as a colony of the U.S., and the denigration of all who fought and died for America in Afghanistan, he has the gall to say this.
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Breaking Clout
Breaking Clout@CLOUTZENTRAL·
@JonBryant421 Dont buy the stock then. 1.7 trillion sounds crazy, but I have to see the numbers first.
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Jon Bryant
Jon Bryant@JonBryant421·
The financials are a joke.
Nothing To See Here@TylerHardt

@BradMunchen SpaceX IPO will be another WeWork. The S-1 will make it obvious to everyone how he screwed SpaceX shareholders with the xAI deal, and the financials won’t come anywhere near justifying a $100 billion value for SpaceX let alone a $1.7 trillion value.

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Keith Weiner
Keith Weiner@RealKeithWeiner·
I took a taxi in Oman. Driver didn't accept credit cards. I said I did not have any rials. Offered him dirhams from neighboring UAE. "Dollars," he said. Folks, at the same time that everybody on X is saying "dedollarization", every cabbie in the world is saying "dollars".
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Breaking Clout
Breaking Clout@CLOUTZENTRAL·
@Zac_Markovich Why are u trying to long when the fundamentals for now sucks? That is the problem with chart people.
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Zachary Markovich
Zachary Markovich@Zac_Markovich·
$TSLA Im ready to get hurt again.
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Aes🇺🇸
Aes🇺🇸@AesPolitics1·
Tucker Carlson for all my life up to early 2026 has been despicable. For him to suddenly see the light on some things is fucking bullshit. People like him are why we are in this mess.
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Rashad Hajiyev
Rashad Hajiyev@hajiyev_rashad·
Silver broke out from a week-long formation and most likely headed towards a triple digit figure...
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Breaking Clout
Breaking Clout@CLOUTZENTRAL·
@TeslaAlien @TheLongInvest how much R&D do u need? at same point you will have everything you need to make a good car. This is positive, not some sort of cut to hit profits.
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The Long Investor
The Long Investor@TheLongInvest·
$NIO Up +11% today But that EPS beat was ridiculous $NIO has officially turned a corner and now profitable
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Breaking Clout
Breaking Clout@CLOUTZENTRAL·
@AuditTheHerd I have been pounding the table on Reddit for over a year. Glad people are coming along. 37% net margin last quarter and it’s just the beginning.
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Audit The Herd
Audit The Herd@AuditTheHerd·
Say what you want about $RDDT as a business but financially, they’re operating extremely well. Revenue +69% from 2024-2025, but costs went down from $1.86B → $1.76B. When revenue grows that much and your total cost base shrinks, every incremental dollar drops almost straight to the bottom line. That’s legit textbook operating leverage on steroids. Most companies would have seen costs rise at least 30-40% with that kind of top line growth.
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