DjWhatchya

@snorlax_uw $AMD

What's on your watchlist for this week?

The Bank of Korea published a report today on the semiconductor market outlook, stating that the memory semiconductor boom is likely to continue through the first half of next year, but that the outlook beyond that remains fluid depending on how conditions evolve. * The BOK is generally conservative in its baseline stance.

@FirstSquawk Short squeeze coming with warsh cutting rates

HEDGE FUND POSITIONING REMAINS EXTREMELY BEARISH LONG/SHORT RATIO AT 1.61 — NEAR 5-YEAR LOWS INDICATES HEAVY SHORT EXPOSURE VS LONGS SUGGESTS WEAK CONVICTION IN UPSIDE AND CAUTIOUS MARKET SENTIMENT

@FirstSquawk @BillGates

U.S. FERTILITY RATE HITS RECORD LOW NOW WELL BELOW REPLACEMENT LEVEL (~2.1) SIGNALS STRUCTURAL DEMOGRAPHIC DECLINE

$AMD This remains to be a $300 dollar name as the market continues. Accumulation was held at $190, $200. Two fails break outs, and the third worked. Watch this and add on dips, fundamentals remain in tact, and memory cycle demand remains strong. I don’t see anything changing.

@morgan__trades Here for it

I'm about to triple my net worth again haha

@DeItaone @TheRealNasa00 You called this over a month ago

TRUMP EYES IRAN OIL POWER PLAY Donald Trump is considering a bold idea: seizing Iran’s oil to boost U.S. energy dominance and gain leverage over China. He openly suggested the move, arguing the U.S. could profit and strengthen its global position—though he acknowledged Americans are wary of deeper involvement in the Middle East. The strategy reflects Trump’s belief that controlling oil equals geopolitical power. His thinking is that limiting Iran’s exports—especially to China—could weaken Beijing’s position in trade and supply chains. But the plan faces major obstacles. Taking control of Iran’s energy sector would require significant military commitment, raise legal concerns, and likely face public opposition at home. Meanwhile, China may be less vulnerable than expected. It has built reserves, expanded domestic energy production, and invested heavily in renewables, giving it resilience against supply shocks. For now, no formal plan exists. Trump’s idea remains speculative—part strategy, part signal—as tensions, oil prices, and global power dynamics continue to shift.

BREAKING: The US military is preparing for potential strikes on energy targets in Iran as President Trump sets a "final" deadline of 8 PM ET Tuesday for a peace deal, per WSJ. Details include: 1. Military planners are preparing lists of potential targets to provide Trump with options if he decides to attack energy infrastructure, US officials say 2. Trump said he would destroy all of Iran’s power plants if Iran does not agree to reopen the Strait of Hormuz by Tuesday 3. There are many energy targets in Iran with a "military nexus," US officials say 4. An energy source could be considered a "legitimate military target" if it has been used for military purposes, US officials say, such as if it is being used to provide fuel for rocket launchers Trump's deadline is 31 hours away.

🚨 TRUMP: IRAN CAN BE TAKEN OUT IN ONE NIGHT, MIGHT BE TUESDAY NIGHT

@unusual_whales Don’t ask

How did your portfolio do in March?

BREAKING: Trump says they will hit Iran extremely strong in the next 2-3 weeks, and we will put them back into "the Stone Age."

The President of Iran just made it clear in English. Iran is fighting against the Epstein regime holding us hostage, NOT the American People.

@aleabitoreddit He’s taking Hormuz control that’s the whole purpose, and it’s to choke China. Not saying this was the right move at all, but that’s something I think he’s trying

Does Trump know… He just blew up the world’s energy supply chains for attempting wack-a-mole with Iranian leadership? It’s not just about “US is fine”. Guess where all the upstream precursors, advanced semiconductors, and others are made? Almost nothing is actually “Made in America” yet. We completely rely on all our partners from Japan, Taiwan, Malaysia, Korea for rare earths to foundries. The clear beneficiaries of this War: 1. Israel 2. Russia Maybe even Iran long term since they can use China to rebuild infrastructure and they’re richer from oil / tariffs on the strait. We’re supposed to be strengthening all our allies, not ******* them over to help Russia and Israel. Harsh reality is “America First” policy also includes securing America’s global supply chains. It’s still not too late: But you can’t just blow up the rest of the world’s energy trade, then just go out and say US alone is fine.

@Geiger_Capital Headline good 👍

*IRAN'S PRESIDENT PEZESHKIAN STATES THEY ARE PREPARED TO END THE WAR IF THEY RECEIVE GUARANTEES Send it. 🚀

@0xNeothon @Notalktome_pls @zerohedge He might’ve been sarcastic on Iran’s good headline, Iran’s headline might’ve been a tact delay

@Notalktome_pls @zerohedge nah, i think he retweeted the wrong tweet in a hurry. x.com/KobeissiLetter…

Oil crashing on this potential de-escalation

@TheRealNasa00 The best of his class. Thank you for your work, sincerely.

White House is optimistic that Iranian negotiations are progressing, per CBS

It’s official: The current world order has broken down. In my parlance, we are in the Stage 6 part of the Big Cycle in which there is great disorder arising from being in a period in which there are no rules, might is right, and there is a clash of great powers. How Stage 6 works is explained in detail in Chapter 6, “The Big Cycle of External Order and Disorder,” in my book Principles for Dealing with the Changing World Order. If you can, I think it would be worth your time to read.

30% of Taiwan’s LNG comes from Qatar. It ships through Hormuz. 11 days of LNG reserves. That’s all. If disrupted electricity prices spike , semi production constrained etc. If by any means Taiwan strait blockade trillion dollar shakeup as they produce majority of advanced chips. Would be 1000x more impactful then what we are seeing in the strait of Hormuz Hormuz isn’t great but China advancement into Taiwan via blockade could turn into a crisis. We all know America is going after Iran and Venezuela to get at China oil indirectly. If they retaliate via Taiwan strait massive problems. One to ponder imo. $Tsm