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CXL_LAB
28.9K posts
CXL_LAB
@CXL_LAB
#FinTwit | Finance & Macro News Publisher Building Crypto/Stocks L(earning) App Space Host/Co-host Weekly
Toronto, Ontario Katılım Nisan 2025
1.9K Takip Edilen4.5K Takipçiler
#Crypto
• BTC $70,5K -1.1%, ETH $2,15K -2.4%
• Total MCap ~$2.39T -1.3%
• Futures OI $105,9B -1.8%
• 24h Liqs ~$404M -14%
• BTC Dominance 58.4%
• Fear & Greed ~23, AltSeason Index ~49
Next:
• US Baker Hughes, CA Retail/NHPI Mar 20
• DE PPI, EU C/A & Trade, CN LPR Mar 20
CXL_LAB@CXL_LAB
#Crypto • BTC $71,3K -4.61%, ETH $2,2K -6.1% • Total MCap ~$2.422T -3.28% • Futures OI $107,5B -5.72% • 24h Liqs ~$465M +44% • BTC Dominance 58.32% • Fear & Greed ~26, AltSeason Index ~53 Next: • ECB/BoE/BoJ/RB/SNB Rates Mar 19 • US/UK/AU Housing/Jobs, Philly Fed Mar 19
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#Geopolitics
• Iran hit Ras Laffan, Qatar LNG cut 17%/3-5y
• Trump/Israel: no more Iran gas hits; destroy South Pars if allies hit again
• EU/Japan ready to escort Strait
• Pentagon ~$200B for Iran ops
• UA-RU talks paused; EU €90B blocked
• Israel hit Lebanon substation
CXL_LAB@CXL_LAB
#Geopolitics • EU: “Iran not our war” • US: China unlikely to invade Taiwan • Qatar: Iranian embassy military out in 1d • Hezbollah pauses embassy hits • Israel hit South Pars, Iran largest gas field • Iran hit Ras Laffan, Qatar largest LNG • US/Venezuela sanctions waiver
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@moving_markets Stay locked in with navy escort transit news, if it happens be ready for it
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@CXL_LAB every day i want to close my oil position and every day they do something for me to continue
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@Shan_Specter Alibaba got both hard misses, the price of stock is a bit overreacting, but Temu and others now sharing same customers and it shows up on sales etc.. let’s see
And of course China-US summit rescheduled and tensions keep same levels, don’t stand out for Baba as well
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#Earnings
• FedEx $FDX Q3 ‘26 — EPS $5.25 (beat $4.17); Rev ~$24B (beat $23,5B); +2%
• Alibaba $BABA Q3 ‘26 — EPS ~$1 (miss $1.59); Rev ~$40,1B (miss $41,3B); -7%
• Accenture $ACN Q2 ‘26 — EPS $2.93 (beat $2.86); Rev $18,04B (beat $17,8B); +4%
Next:
• MNSO, XPEV, DIA Mar 20
CXL_LAB@CXL_LAB
#Earnings • Micron $MU Q2 ‘26 — EPS $12.2 (beat $8.79); Rev $23,9B (beat $19,19B); 0% • Macy’s $M Q4 ‘25 — EPS $1.67 (beat $1.56); Rev $7,64B (beat $7,52B); +5% • General Mills $GIS Q3 ‘26 — EPS $0.64 (miss $0.74); Rev $4,44B (miss $4,49B); -3% Next: • FDX, BABA, ACN Mar 19
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@EvilsReturns Just like @TheStockSurgeon said, it tells a lot about recent situation
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#FundFlows
• Total long-term funds -$5.81B
• Equity funds -$6.42B
↳ US -$5.63B, World -$0.79B
• Hybrid funds -$2.57B
• Bond funds +$3.18B
↳ Taxable +$2.4B, Muni +$0.78B
(week ending Mar 11, released Mar 18)
Next:
• EPFR Mar 20
• CoT (Mar 10-17) Mar 20
• ICI Mar 25
CXL_LAB@CXL_LAB
#FundFlows • Total ETF net +$22.76B • Equity ETFs +$11.86B ↳ US +$4.29B, World +$7.57B • Bond ETFs +$12.44B ↳ Tax +$11.54B, Muni +$903M • Commodity ETFs -$1.63B • Hybrid ETFs +$88M (w/e Mar 11, released Mar 17) Next: • EPFR Mar 20 • CoT (Mar 10-17) Mar 20 • ICI Mar 25
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@TheStockSurgeon @nikitabier I think it’s all about compounding community members and active people
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Your energy is an investment.
Stop putting it into people who give you negative returns.
@nikitabier is that the secret to monetisation?😜
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@TheStockSurgeon Exactly, total risk off.. Hopefully inflation won’t get to hard with oil spike, time will tell
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@CXL_LAB money rotating out of equities into bonds tells you exactly what institutional sentiment looks like right now
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@Crypto__Haris Hopefully we rebound, some stocks today dipped like 7-25% 🫠
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#Stocks Snapshot
• HANGSENG -0.29% — HK softens
• NIKKEI +0.04% — Japan muted
• STOXX50 +0.01% — EU recovers
• DOW +0.01% — cyclicals mixed flat
• NASDAQ -0.09% — tech mild red
• S&P 500 -0.28% — US drifting lower
CXL_LAB@CXL_LAB
#Stocks Snapshot • HANGSENG +0.36% — HK back to green • NIKKEI -0.16% — Japan stabilizes • STOXX50 -1.99% — EU heavy selloff • DOW +0.14% — cyclicals modest bid • NASDAQ +0.04% — tech mixed flat • S&P 500 -1.36% — US broad riskoff
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🇺🇸 PRE-MARKET OPENS FLAT PRE-BH
DOW +0.13%, S&P +0.05%, NASDAQ -0.03%
CXL_LAB@CXL_LAB
#Stocks Snapshot • HANGSENG -0.29% — HK softens • NIKKEI +0.04% — Japan muted • STOXX50 +0.01% — EU recovers • DOW +0.01% — cyclicals mixed flat • NASDAQ -0.09% — tech mild red • S&P 500 -0.28% — US drifting lower
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🚨 BITCOIN IS BEING MANIPULATED AND I'VE GOT PROOF.
$BTC just dumped from $75K to $71K in 2 hours with no news.
And they do it every single day.
$67K → $75K → $71K
$85K → $89K → $84K
That's a LIQUIDITY HUNT.
Most people saw a random move, but this is how the trap works. Price pumps fast, sentiment flips bullish, breakout calls everywhere, and retail starts opening longs as leverage builds and funding rises.
Then the move reverses. Sell pressure hits, price dumps, late longs get liquidated after shorts were already squeezed. Both sides lose. This is not random, it’s a liquidity hunt. If you only watch candles, you miss it. Smart money watches where traders are trapped.
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🔔🔔🔔 Market Closed 🔔🔔🔔
Portfolio : ⬇️ 0.32 %
Best Performer: $ZSL ⬆️ 11.80 %
Worst Performer: $CSIQ ⬇️ 26.62 % 😬
Closed $ZSL for 21.74 % profit.
Stopped out of $MOS today for 15.23 % profit.
Added $CANE via call options and $SCO today.
Have a great evening 😀
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looking through some old stuff, found some treasure
first edition Dark magician Yugioh card
Michael Jordan metal universe
Kobe bryant Metal Universe
and a michael Jordan In Your Face
ive never gotten any cards graded, these might be worth it
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#BigTech
• NVDA/AMZN: ~1M AI chips by 2027
• META: AI moderation (less humans)
• GOOGL: power deals (Entergy, MP, DTE)
• MSFT: CISA warns on Iran-linked vulns
• MSFT/ACN: “forward-deployed” engineers
• GOOGL/META/MSFT/AMZN anti-scam deal
Next:
• RSA 2026 Mar 23-26
CXL_LAB@CXL_LAB
#BigTech • MSFT: “Wave 1” AI agents rollout; vs AMZN/OpenAI ~$50B cloud deal • Samsung/AMD AI deal • NVDA: CN chip line restart • GOOGL/Intersect finalized $4,75B buy • DOJ: “acquihires” as antitrust risk • X: global outage (~30K users) Next: • NVIDIA GTC 2026 Mar 16-19
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#Trading
• US10Y 4.249 -0.38% — yields easing
• DXY 99.162 -1.07% — dollar weakens
• VIX 24.05 -4.11% — volatility cooling
• Apr 29: no change ~96%
• Jun 17: rate cut odds ~13% (-25bp)
Next:
• US Baker Hughes, CA Retail/NHPI Mar 20
• DE PPI, EU C/A & Trade, CN LPR Mar 20
CXL_LAB@CXL_LAB
#Crypto • BTC $70,5K -1.1%, ETH $2,15K -2.4% • Total MCap ~$2.39T -1.3% • Futures OI $105,9B -1.8% • 24h Liqs ~$404M -14% • BTC Dominance 58.4% • Fear & Greed ~23, AltSeason Index ~49 Next: • US Baker Hughes, CA Retail/NHPI Mar 20 • DE PPI, EU C/A & Trade, CN LPR Mar 20
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@steady_profits They cannot sleep on the giant like NVIDIA, next cycle is all about agentic AI, their chips are probably the best in the world so it’s all about NVDA too
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New Street Research have just added $NVDA to their best ideas list for 2026, alongside $AMD and $TSM.
This is largely because they believe that their order trajectory could reach $1 trillion by the end of 2027, and based on this, they could potentially generate EPS of $20+ next year.
This would put them on a valuation of approximately 9x next year's earnings.
This is a bold prediction considering the average analyst EPS forecast is $10.82 for next year, but it is based on comments from CEO Jensen Huang that suggest that their order trajectory has doubled from $500 billion to $1 trillion in just 5 months.
Even if they are completely wrong and the average analyst forecast EPS of $10.82 turns out to be correct, they are still only valued at 16.63x next year's earnings, which still seems too low for a company that is at the forefront of the AI industry.
However if they are correct and Nvidia do manage to generate $20 EPS next year, then there could be huge upside from here, possibly as much as 100% or more.
A doubling of the share price would still only put them on 18x earnings, which would be very reasonable considering the growth rate.
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