BACH

@StichL83 @DrProfitCrypto You know where my cyclical thesis stands 😜 We not there yet, actually far from it

@CyclesWithBach @DrProfitCrypto The two things got me, 7009 average and expecting a 50% fall...

$SPX doomers are back. Oh my... They'll be running winning circles when there's an even slight pullback, that's going to be crazy. @DrProfitCrypto 🤣

@CirqueNagato I am 😃 If you want you can listen to Marco rubio interview from two days ago on board air force one, where he mentions rare earths etc and the disconnect US needs to do from China regardless of these talks 😃

@CyclesWithBach Hi, most of these REE stocks have had ugly pullbacks over the last 2 weeks. Are you still optimistic as of the future of the sector? It's also not clear whether REE have been discussed during US-China meeting. Thanks.

The Rare Earth Basket is probably one of the best setups out there right now with this potential bull flag/wedge breakout All Time Highs for the high beta names like $USAR $CRML and $MP is the target US Gov have stakes in both MP and USAR. Investments toward the sector should also continue "En Masse" as the US can't accept being that dependent on China for REE Disclosure: We are long $USAR and $CRML

@TheTechInvest Indeed - They are cooking The no dilution part before 110 is telling imo I don’t know what they are cooking though, but I Think it’s pretty freaking awesome 😅

@CyclesWithBach No put option + No dilution before $110.30 + 1% coupon + Extra $400M exercised immediately. The best offering I can imagine. Incredible confidence in the company

🚨 BREAKING: $IREN CLOSES 1% $3B CONVERTIBLE NOTES OFFERING No dilution before $110.30 This insane capital raise doesn’t make sense unless something huge is coming

@zcamp27 Post coming shortly with some data 😃😃

@CyclesWithBach @CyclesWithBach help plz sir... anything new here?

$BMNR #ETH A weekly peekaboo 😉 Potential falling wedge breakout🚀 Next resistance at $24.37 (50dma) Road to $100

$CIFR - A return to +2σ is inevitable Same setup as IREN

@PhilipFemo Bingo ✅

@CyclesWithBach We are only at the beginning of the demand for human-driven inference with adoption of AI tools. Now imagine when hardware-driven AI from robotics, self-driving and humanoids start picking up the pace. Inference demand will go absolute off the chart.

$NBIS with one of the craziest growth numbers I’ve seen this earnings season👀 Revenue up 684% YoY!!! AI infra theme continues to deliver!

Big part of the upside surprise came from goods inflation rebounding again, especially energy-related components and transportation. Core services also stayed relatively sticky, which is important because that part tends to be watched closely by the Fed. So it wasn’t just one small category skewing the number imo, inflation pressures were relatively broad this time. That’s also why the market reacted a bit negatively initially, because it pushes back a bit against the whole “inflation is cooling again” narrative...

@CyclesWithBach Thoughts on PPI this morning BACH?

@MANISHG74393976 Yeah!💪💪

@CyclesWithBach Nice 👍

$NBIS NBIS is doing something very interesting here! Strong impulse. Tight consolidation. Holding the 0.618. Break the trendline and this could move fast. *Not financial advice

🚨BREAKING - US INFLATION DATA RELEASED! YoY Growth: 🇺🇸 CPI (Apr), 3.8% Vs. 3.7% Est. (prev. 3.3%) 🇺🇸 Core CPI, 2.8% Vs. 2.7% Est. (prev. 2.6%) MoM Growth: 🇺🇸 CPI (Apr), 0.6% Vs. 0.6% Est. (prev. 0.9%) 🇺🇸 Core CPI, 0.4% Vs. 0.3% Est. (prev. 0.2%) $MACRO $SPY $QQQ

Totally different 😂 But on a serious note as long as spread traders in credit markets continue to price risk this low then the everything melt up will continue Every prior melt up in history gets followed up by a prolonged secular bear market and that’s coming after this. Just gotta keep watching spreads ✅

It’s different this time

@mr01_x Possibly in the 2030s but not in this current decade. Bitcoin as an asset in itself still needs to prove itself through a collapse which is coming when spread markets are telling us it’s coming

@CyclesWithBach Hi Bach, u think it is possible Mstr will once become the biggest enterprise on planet earth? I think it does. I that will be the case, price will be sitting around 10.000$.y most reliable position since

$IREN $CIFR $WULF $HUT Always returns to a ≈3σ std dev, which historically has meant new ATH - They like to bottom between -1.5 to -2.0σ On a relative basis the argument from bears regarding IREN's $6bn offering "Recently" is incredible low quality. On a "ATM as % of Market Cap" the offering were not outrageous. New ATH for WGMI top holdings looks very reasonable in 2026 - NFA

@jad14219655 Haha nice!!

@CyclesWithBach There was a change. I double up this morning. 😉