CashFlowConversations

@ProblemSniper Why

$MU shares to go away this week. 👋🏽 What a ride it’s been. Will add back if we get 620. Willing to sit with cash on the sidelines.

@itsmichaelluu Stop using ai slop. Your followers deserve better

2 years ago, $POET was $0.90. It hit $21 this year, up 2300% so far. There's only 5 stocks under $20 like $POET: 1. $TE ~$8.08 Solar manufacturer powering AI data centers. Leopold Aschenbrenner's $13.7B Situational Awareness fund just bought 10M shares. AI infrastructure is starving for domestic power TE builds it. 2000% potential if they land hyperscaler contracts. 2. $KEEL ~$4.81 Former Bitcoin miner that pivoted HARD into AI & HPC infrastructure. Controls 2+ GW of power capacity across North American sites. Chardan just initiated with a Buy. Power is the #1 bottleneck for AI $KEEL owns it. 3. $LAES ~$3.38 SEALSQ builds post-quantum security chips. Revenue up 66% in 2025. $200M+ commercial pipeline through 2029. AI needs unhackable hardware quantum-safe chips are the next arms race nobody is talking about yet. 4. $EOSE ~$8.00 Eos Energy makes zinc-based battery storage for AI data centers. Just signed a joint development deal with Turbine-X Energy targeting 2 GWh of AI data center power over 3 years. Analysts have a $10.94 price target — but that's before a big hyperscaler deal lands. 5. $CLSK ~$15.97 They mine Bitcoin but is sitting on 1.8 GW of contracted power in cheap energy grids. In "advanced discussions" with a direct investment-grade hyperscaler customer. If that deal closes, this re-rates from Bitcoin miner to AI infrastructure play overnight. I have 1 more from the lows at $30 already. I think it can 10x still (to be honest). ♻️ RESHARE this post and make 1 comment, I'll DM you the ticker to review.

@MandoTrading @edgeful Gets broken during regular trading hours?

This is a crazy stat from @Edgeful... Do you know how often the overnight range gets broken on $NQ? Over the last 3 months, NQ has broken one side of the overnight range 90% of the time... As long as the draw on liquidity can be identified, this can set you up for some big moves to take out range highs and lows.

@commonsenseplay Might be better than TLT

My Full Thoughts and Thesis on the Recent U.S. Government Investment in Quantum Stocks $ionq $rgti $qbts $qubt $ibm

@vguniverse2020 @itsmichaelluu @SuperLuckeee Don’t fall for that man… this jack ass is lying to you lol

@itsmichaelluu @SuperLuckeee Bro.. is that really your handwriting?!! Or AI generated pictures

I called out $ASTS at $2 and it spiked to $130 in 2 years. $ASTS will eventually hit $400+ when $SPCX launches. Right now, $LAES has a partnership with $SPCX. It's the only one trading under $5.

@adcock_brett @grok what company made the robot in this video

Guys - it's time. It's been 9 days of F.03 running 24/7, fully autonomous, with no downtime It's clear humanoids will be incredibly useful with high runtime I'm going to let the team get to 200 hours and I'm going to shut this puppy down - tune in at 6pm PT for the close out!

@CryptoMikli @markminervini what you think ??

Kevin O’Leary says almost nobody can beat the S&P 500 by picking individual stocks “If you think you’re so good that you can pick stocks and beat the index, give it a try and learn the hard way. Virtually nobody beats the index” “What you should do is make it easy for yourself. Maybe put $1,000 into one account where you pick stocks, and another $1,000 into SPY, the ETF that tracks the entire S&P 500” “And then you’ll find out the hard way that you’re not that good. 90% of the time, you can’t beat it, so you might as well join it and stop trying to pick stocks”

@ProblemSniper Open ai isn’t avgo’s biggest customer

I think $ORCL $MSFT $AVGO biggest problem is Open AI being their biggest customer for future revenue. That’s why they not moving well. Rates going bonkers and Open AI finance issue is what is holding them back I think.

@itsmichaelluu Tom Lee wrong

Tom Lee says $SPY will crash 15%-20% this summer. Then $SPY rallies for 2 years straight back to $1000+ Here's my favorite 12 stocks to buy on this dip: 1. $MU +1350% ($62 → $820) BUY ZONE: $550–$600 | HBM4 memory supercycle, AI data center demand exploding 2. $SNDK +5900% ($27 → $1600) BUY ZONE: $700–$800 | AI optical engine contracts, $50M Lumilens order, redomicile vote June 26 3. $GOOG +300% ($142 → $400) BUY ZONE: $280–$300 | Google Cloud AI revenue accelerating, Gemini monetization kicking in 4. $AMD +610% ($77 → $470) BUY ZONE: $260–$270 | MI450 GPU cycle incoming, hyperscaler commitments locked 5. $NVDA +1800% ($13 → $236) BUY ZONE: $165–$180 | Blackwell demand unrelenting, every dip gets bought 6. $ASTS +6400% ($2 → $129) BUY ZONE: $55–$75 | Space-based cellular buildout, telecom JV catalyst brewing 7. $IONQ +1400% ($6 → $84) BUY ZONE: $20–$30 | Quantum computing first-mover, gov contracts expanding 8. $BE +3100% ($10 → $310) BUY ZONE: $140–$160 | Oracle 2.8GW deal, AI data center power play, revenue +130% YoY 9. $INTC +800% ($17 → $132) BUY ZONE: $70–$80 | Foundry turnaround underway, AI product ramp catalyst 10. $QCOM +210% ($120 → $248) BUY ZONE: $150–$170 | Data center chip launch, AI edge computing dominance 11. $ENLT +700% ($14 → $96) BUY ZONE: $28–$40 | Renewable power for AI data centers, 20GW project pipeline 12. $LITE — +3100% ($35 → $1,085) BUY ZONE: $650–$700 | AI optical networking beast, photonics infrastructure supercycle These are the strongest stocks to buy and hold until 2030. I'm adding shares and for $SPY January 2028 $800 calls. ♻️ RESHARE this post and make 1 comment. I'll DM you a list of stocks to add for SMALL ACCOUNTS.

@itsmichaelluu When we don’t crash 20% please come back and apologize to people on here!!

BIG WARNING 2026 is Trump's midterm year. The last 13 midterm years, $SPY crashed 20% on average. $SPY hit $750 last week so sell off would take it towards $650 then $600. DON'T MISS YOUR CHANCE to buy the dip. Remember, $SPY always bounces back towards all time highs. 3 obvious reasons why market would crash in May/June: 1. Kevin Warsh starts his FOMC chair position and the market sells off usually.Warsh confirmed May 13 in the most divisive Fed vote in history (54–45). His first meeting is June 16–17. Markets historically sell off during Fed leadership transitions and wholesale inflation just printed 6% YoY, the highest since 2023, handing him a nightmare first act. 2. Inflation is climbing and is higher. Interest rates are climbing right now.April CPI hit 3.8% YoY a 3-year high. Rate cut odds for 2026 have collapsed to near zero. The market is now pricing a 20–30% chance of a rate HIKE by year end. Higher for longer just got longer. 3. The market is the 2nd most expensive in 155 years.The Shiller PE just hit ~42x only seen once before in history: December 1999, right before $SPY dropped 50% in the dot-com crash. When you're priced for perfection, there's no margin for error. The bottom will come. It always does. The question is: will you still be invested when $SPY rips 30%+ back to all-time highs?

@itsmichaelluu @JP_Money_95630 You got to wait for the first meeting bud

@JP_Money_95630 I think after May 15 when Kevin Warsh comes in the market will not be as bullish..I want to see how he is as the chair

The AI supercycle is year 3 of 15. You're still super early! Millionaires will be made by knowing whats coming and being patient. This is buy and hold market. Pay attention, we just finished Phase 1 2023-2025 $NVDA → AI GPU king powering training, inference, and hyperscaler demand. $MU → High-bandwidth memory critical for AI servers and massive compute. $COHR → Photonics and optical connectivity enabling ultra-fast AI data transfer. $MRVL → Custom AI networking chips powering cloud and hyperscale infrastructure. PHASE 2 transititioning into in 2026–2027 $IREN → AI-focused data centers securing scalable power for compute expansion. $WULF → Energy-efficient infrastructure supporting massive AI compute requirements globally. $VRT → Cooling and power systems preventing AI data center bottlenecks. $ETN → Electrical infrastructure backbone powering hyperscale AI facility growth worldwide. $CEG → Nuclear and clean energy demand exploding from AI power consumption. $ANET → High-speed networking moving enormous AI workloads between GPU clusters. $MRVL → AI networking silicon connecting compute, memory, and cloud infrastructure. PHASE 3 (this is massive bottleneck from 2027-2029) $MP → Rare earth materials essential for robotics, EVs, and defense systems. $USAR → Domestic critical mineral supply chain supporting future AI manufacturing. $ASTS → Space-based connectivity enabling global autonomous and AI communication networks. $RKLB → Affordable launch infrastructure supporting defense, satellites, and AI expansion. $KTOS → Autonomous warfare and AI-driven military systems entering mass adoption. $TSLA → Real-world AI robotics, autonomy, manufacturing, and autonomous transportation leader. $SYM → Warehouse robotics automating global logistics with AI-powered machine systems. PHASE 4 — Full automation (2030+) $MSFT → AI operating layer integrating agents into enterprise software ecosystems. $GOOGL → Search, infrastructure, and AI distribution dominance across the internet. $META → Consumer AI ecosystem integrating assistants, commerce, and social platforms. Quantum plays → Next-generation computing unlocking exponential AI capability breakthroughs. The pattern is simple: Infrastructure → Expansion → Domination. We are only in Year 3 of 15.

@itsmichaelluu Wrong

HISTORY WILL REPEAT: When Jerome Powell became the NEW FED CHAIR in February 2018, SPY crash 4%. Kevin Warsh is the NEW FED CHAIR on May 15, 2026. He does his first FOMC on June 17. History shows the average max drawdown under a new Fed Chair is -20%. SPY has NEVER been kind to regime change at the Fed.

@itsmichaelluu Wrong. We’ll be lucky to get a 10% that’s a stretch

The 10%-20% SPY crash will push it from $750 back under $675 towards $600. Here's 5 big reasons why it starts NOW: 1. Kevin Warsh just became Fed Chair. June 17 is his first FOMC. The Senate confirmed Warsh 54-45 the most partisan Fed chair vote in history. He inherits an institution deeply divided on rates: April's FOMC saw four members dissent the most policy disagreement since 1992. Markets are giving him zero honeymoon: CME FedWatch puts a 97% chance of no rate cut at June's meeting, with expectations the Fed holds at 3.50%-3.75% for all of 2026. 2. Treasury yields across the curve are signaling no relief. The 30-year Treasury yield already topped 5% earlier this month, and the 10-year just hit a new year-to-date high after the hot PPI print. The bond market is now pricing in the Fed as behind the curve on inflation as Warsh takes over rising yields compress equity multiples and make the risk-free alternative increasingly attractive vs. stocks trading near all-time highs. 3. CPI and PPI just obliterated expectations. CPI hit 3.8% year-over-year in April the highest since May 2023 driven by energy costs surging 17.9% annually, the steepest since September 2022. PPI was worse: wholesale prices rose 1.4% for the month the largest single-month jump since March 2022 and 6% annually, the biggest annual gain since December 2022. This isn't just oil. The services index accelerated 1.2%, confirming the inflation is structural, not just energy-driven. 4. Crude oil is still above $100. The Strait of Hormuz isn't reopened. Iran's Strait of Hormuz closure disrupted 20% of global oil supply the IEA called it the largest supply disruption in the history of the global oil market. Brent was still trading around $100/barrel this week, and even a ceasefire won't fix this fast: economists warn that even if tankers start moving again, it could take two to nine months for the supply chain to normalize. Every dollar above $85 is an inflation tax on every household and every corporate margin. 5. $NVDA earnings on May 20 are a sell-the-news trap and $SPY needs a reset. NVDA has fallen on 4 of its last 5 earnings reports despite beating revenue estimates by 3-4% each time. The options market is pricing a ±12.9% expected move, which means the setup is already priced. Historically, major cap events like NVDA earnings act as a peak of optimism the exhaust valve. $SPY has run from the Iran war lows and needs to digest a toxic macro backdrop. The pullback doesn't need a catalyst. It just needs the bid to step away.

@RealMattMoney Facts, little margin right

If you want to know if I’m selling… No. Why sell when one can borrow? 😈

@SamurayTamilan @QuiverQuant I wonder why it is

@QuiverQuant $NOW is his biggest holding - $200 easy

BREAKING: President Trump just filed thousands of personal trades. Most of them were made months ago. Some of the buys include: - Dell, $DELL - Intel, $INTC - NVIDIA, $NVDA - Palantir, $PLTR - GE Aerospace, $GE - Sandisk, $SNDK - Bloom Energy, $BE Full trade list below.

There are a lot of reasons for concern in this market and it is great to be aware of them but each stock should be managed on its own merits. Breadth is narrowing- ok, this is why you get stopped out of the stocks not working and continue to hold the ones that work Volume is declining as stocks rally- Only Price Pays! Inflation is up- cool, you looking to pass an economics test or make $ in the market? Oil remains bid- equities don't seem to care. Bond yields are up- do you trade bonds? The market climbs a wall of worry. Focus on risk management and when the market is extended and you have reasons for concern then be on your toes but don't throw your stocks away. Sit on hands or smaller size on new positions. Dont buy dips, buy strength after. Focus on trends and market structure.

@aaronbasile Aaron, noticing IYR is consolidating tightly below resistance looking like it wants a breakout while 2 and 10 year also looking like wants higher… lol what you think big dawg?

I don't see anything worth major concern on this dip FWIW. $SPY $SPX $QQQ

@itsmichaelluu Wrong… gamma flip for SPX is at 7193

SPY GEX ANALYSIS: Spot: 737.14 Total Net GEX: -8.30B → Strong Negative Gamma STRUCTURE & READ Market has shifted into a negative gamma environment, meaning: Dealers are no longer suppressing volatility Price moves can expand quickly in both directions Momentum and news flow now matter much more Largest concentration sits around 737–740 → this is the major volatility pivot zone. Unlike prior sessions, dips are less likely to get automatically bought and breakdowns can accelerate faster. KEY LEVELS 737–740 → Major Pivot / Resistance Zone Main battlefield controlling short-term direction 740–745 → Bullish Expansion Zone Hold above 740 → opens room for stronger squeeze higher 733–735 → First Support Zone Bulls need to defend this area aggressively 730–732 → Breakdown Zone Lose this → volatility likely expands sharply lower POSITIONING INSIGHT Negative gamma means dealers hedge with price, amplifying movement Expect larger intraday swings and less controlled price action Trend continuation moves become more powerful once key levels break SENTIMENT Neutral → Volatile / Directional Market is no longer pinned tightly Higher probability of trend days and emotional moves SCENARIOS Bull Case Reclaim and hold above 740 Momentum squeeze toward 742–745 possible Bear Case Lose 735 → 733 Fast move toward 732 → 730 likely Below 730 could trigger heavier downside volatility Base Case (Most Likely) Wide chop between 735–740 Increased volatility with sharper reversals intraday BOTTOM LINE This is a major shift from prior sessions. Market has moved into negative gamma Expect more volatility, less pinning, and faster directional movement 737–740 is now the key pivot zone Real momentum expansion likely comes above 740 or below 733–735

Should’ve known to buy $TSLA after this tweet 📈

@kevinxu Biggest thing to mention should be the alignment of 2021 market and that euphoria. Can’t leave that out

must read x.com/kevinxu/status…

> invest 10% in a stock > stock doubles > "damnit should've bought more" don't let this be you