ByzantineCaptain
1K posts
From my own short 6 year career and talking to people who have been in the markets for decades, this is some of the most bifurcated action between indexes and leading stocks.
$SPX closed below the 200-day today.
Meanwhile we have memory $SNDK $MU Optics $TSEM $CIEN $LITE $COHR $GLW $VIAV acting the way they are.
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@PatternProfits Need Netflix series on this.. or a 30 for 30 on espn ;)
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@mattshumer_ Wait, so who is paying the Ai Agent or a human paying the person doing the jobs? Not following. Sorry
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@CaptByzantine I think it’s likely to go well beyond just delivery.
Imagine an AI agent in the very near future paying someone to test a physical product, hang up flyers around town for a business it’s working on, etc.
Think of it like a tool an AI can use, akin to web search.
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DoorDash is laying the groundwork for a crazy move here.
Agents will be able to 'hire' humans to do tasks for them in the real world.
And this will collect insane amounts of training data for robotics.
Kind of genius, kind of terrifying.
Andy Fang@andyfang
Introducing Dasher Tasks Dashers can now get paid to do general tasks. We think this will be huge for building the frontier of physical intelligence. Look forward to seeing where this goes!
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@PatternProfits @Mc5calpAfee Picking up so many tips and tricks.. thank you Ben!!!
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I've said this many times before & I'm reminded again this morning. I often feel no need to press with a subpar IB setup because the 15min ORB often delivers so cleanly ahead of IB. It's a monster weapon!
Hat tip to @Mc5calpAfee for the original idea.
tradingview.com/x/wlpuLb0I/
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Back in January, when I was heckled for this tweet on selling $SLV, it only convinced me more that my analysis—and bearish view—was right. Today, bottom fishers are getting slammed as we hit fresh new lows down over 11% this morning and over 44% since my Tweet.
Mark Minervini@markminervini
For those fortunate enough to own $SLV, it’s time to start selling into strength. Could it go higher? Maybe. But it’s clearly gone parabolic and is entering a climax run. That’s your best opportunity to sell into strength and avoid the sharp volatility that always follows.
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@JayWoods3 Never own a stock under its 200 day. Bad things usually happen
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To clarify - the S&P 500 has closed above its 200-day for 212 straight days. There have been 28 other such streaks. In 71% of the cases when it broke below the average after a streak this long it regained the mark within 10 days.
Watch 6540 (Oct/Nov) lows as support. H/t @LouisSpectorCMT
CNBC Pro@CNBCPro
Two tech stocks to watch this week other than Nvidia, according to NYSE insider Jay Woods cnbc.com/2026/03/16/two…
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@RyanDetrick @sonusvarghese Shampoo and conditioner prices are soaring
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It isn't just about higher crude anymore , as various petroleum based products are soaring.
We discussed this on the latest Facts vs Feelings, complete with St Patrick's Day gear and some I'm Shipping Up To Boston 🎶 🎵
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@JonahLupton Anyone know why they are taking this one to the woodshed? Ouch
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Coming into $MU earnings (yesterday)... the sell side was looking for approximately $36 of EPS in FY2026 (ends in August 2026) and $57 of EPS in FY2027 (ends in August 2027).
As of this morning, I'm already seeing analysts raise their FY2027 EPS estimates to $100+
Coming into this earnings report, $MU was trading at 10x NTM EPS... now the question is where does that multiple go over the next 18-24 months? and when to memory prices top out?
If anyone says they know the answers to those two questions they are full of shit... we're all just making educated guesses based on the data we have because none of us have ever seen a memory super-cycle of this magnitude.
Jonah Lupton@JonahLupton
$MU aka Micron just smashed FY2026 Q2 earnings: investors.micron.com/news-releases/… Revenues of $23.9B vs $19.5B (est) Revenues up +197% YoY and +75% QoQ Net income of $14.02B vs $10.2B (est) Net income up +684% YoY and +155% QoQ Gross margins of 75% vs 69% (est) FY2026 Q3 guidance is absolutely insane... Revenues of $33.5B vs $23.2B (est) Revenue guidance implies +260% YoY growth Gross margins of 81% vs 71% (est) EPS of $19.15 vs $10.77 (est) EPS guidance implies 903% YoY growth Coming into this earnings report $MU was trading at 10x NTM EPS Now with this earnings report in the rearview mirror... the street was looking for $48 of EPS over the next 4 quarters... but now those estimates are clearly going higher... maybe to $60... maybe to $70... maybe to $80 Which means $MU might be trading at less than 6x NTM EPS with $MU guiding next quarter at 260% revenue growth, 900% EPS growth, 81% gross margins and 64% net income margins. Meanwhile the stock is flat in AH trading. NFA. DYOR. **We have a position in $MU at @FirstWaveFund
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@PatternProfits Study this post everyoneZ could be gold!
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Thank you to all that participated in the poll. I've only ever marked my 1st FVGs in one way from the get go. I then found an indicator to highlight them for me, so I'm consistent & never miss any. I view the 1st 5min FVG after 2pm today on $NQ as... green! 🟢
tradingview.com/x/SDR38Ss7/
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That's a deep Prime Cut.
Senator John Cornyn@JohnCornyn
Vote Republican this November. The steaks couldn’t be higher.
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It’s not the news but the reaction to the news…
Za@ZaStocks
Past few days: $MU had arguably the greatest earnings report we’ve seen in years. $NVDA projected $1T in revenue by the end of 2027 while providing very bullish commentary. Market didn’t care. Something to be cognizant of in the days and weeks ahead, is good news good enough?
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@RyanDetrick Feels like a flush is coming. Maybe Tommorow
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@AmeetRai Got into FSLY on the dip last week at 19+.. over 27 today. It’s a TML
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Here is a breakdown of $FSLY and $CRCL trades I made few weeks ago.
Winning Characteristics: The High Volume Edge | FSLY Trade Breakdown
youtu.be/IA96Q7IOLc8
Winning Characteristics: The High Volume Edge | CRCL Trade Breakdown
youtu.be/OP2Eam2R3wM
YouTube
YouTube
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@LeifSoreide Looks like the next bear trend may be here
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When trading breakouts becomes increasingly more difficult it is often one of the earliest leading indicators of an impending market downturn.
If your go-to setups suddenly stop paying and start failing, it's usually a clear signal to tighten up risk, reduce size, or go to cash.
I've worked with many top-performing traders over the years, guys who crush it year after year, and this is one signal they all respect without exception. Breakouts don't randomly become more difficult. The market's telling you something's shifting beneath the surface.
Ignore it at your peril! Respect it and survive to trade another cycle.
What are you seeing in your own setups right now? 📊
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