Ali Hanif
483 posts
@Finahmenal @DeItaone He really wants you to ignore your own eyes? Tough sell when $UGA is breaking out right in front of everyone.
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BESSENT: GAS PRICES MAY GET EVEN LOWER THAN BEFORE IRAN WAR
BESSENT: THINK IRAN CONFLICT WILL END, GAS PRICES WILL DROP
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The fact that you tweeted this after market close means you really are all working together. Is it time for #Oil wave 3? 🤔
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محمدباقر قالیباف | MB Ghalibaf@mb_ghalibaf
۱- رئیس جمهور آمریکا در یک ساعت هفت ادعا مطرح کرد که هر هفت ادعا کذب است. ۲- با این دروغگوییها در جنگ پیروز نشدند و حتما در مذاکره هم راه به جایی نخواهند برد. ۳- با ادامهٔ محاصره، تنگهٔ هرمز باز نخواهد ماند.
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@TradeWitPhil @HormuzLetter Trusting the plan. Closed my eyes and bought $CVX July calls on this dip!
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BREAKING: Iran's Foreign Minister Araghchi declares the Strait of Hormuz "completely open" for all commercial vessels for the remaining period of the ceasefire, explicitly linking it to the Lebanon ceasefire.
Vessels will use the coordinated route via Larak Island, Iran's military-controlled transit corridor.
Oil is down 8% on this statement.
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Sentiment flip: In 2025, people saw risks where there weren't any. Today, genuine risks are staring us in the face and being treated as noise.
The complacency is the signal.
Stay alert while the rest of the arena sleeps. 🚩
#Contrarian #MarketCycle
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Cluseau Investments@blondesnmoney
This year is such a 2025 re run
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That’s usually how tops are made — when every dip gets hardwired as “buyable” and people stop pricing in actual risk. V-shape reflex works until it doesn’t, and when that muscle memory breaks, the unwind tends to be a lot nastier than anyone expects.
#Trading #Investing $SPX $SPY $QQQ
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Citrini@citrini
The violent V-shaped recovery is now burned into the psyche of investors. At least for the remainder of Trump’s presidency, even a genuine, undeniable catastrophe won’t get sold off. Nuclear war? Just waiting in the fallout for the rip back to all time highs.
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Are you thinking what I'm thinking? 💀
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Kalshi@Kalshi
BREAKING: Odds of a recession this year drop to 20% — a new low.
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@KobeissiLetter @EWFTaha you dont say... June huh. Right when XLE is peaking, oil is peaking... the straight will magically open and war will be "over".
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Talk about a turn of events:
President Trump just announced that the US itself will now begin blocking the Strait of Hormuz.
Effectively immediately, the US Navy has begun the process of "blockading" the Strait of Hormuz.
In other words, the US and Iran will now be competing on blocking this crucial waterway.
It appears that Trump's long-term plan is to blockade Hormuz, gain control, then begin letting traffic flow freely.
However, if this is possible to fully obtain, it will be a long process that would further restrict the flow of traffic for at least another 2 months, according to our analysis.
As diplomacy appears to have failed, the US' top priority in the Iran War now appears to be reopening the Strait of Hormuz.
We expect a volatile week ahead.
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@EWFTaha @soakedcrumpets What's going on with $Cenx though?? Aluminum still a play?
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@EWFTaha @soakedcrumpets Rotation is how you make generational wealth. Precious metals to metal miners to oil and energy to ung/coal/uranium. Rotate-rotate-rotate.
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@soakedcrumpets @Finahmenal The #Oil rally was the opening act. As this supply shock phase matures, the rotation into #NaturalGas, #Coal and pre-production #Uranium is becoming the clear structural play.
Positioning for the next leg of the #Energy cycle as the macro backdrop tightens. 📈
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@EWFTaha I was ready for you to start your session with the hook from this.
youtube.com/watch?v=uB1D9w…
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When you’ve been pounding the table on #Energy while the crowd was looking elsewhere, days like today feel like a structural win. Discipline > Hype. See you in the live room.
$USO $UGA $XLE $XOM $UNG $FCG $SD
EWF Taha@EWFTaha
POV: Me walking into today's live session after sounding like a doomer the last few weeks. (I’m NOT, but confidence is key). #Trading #Stocks $SPY $SPX $QQQ $NVDA $PLTR $TSLA
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@Finahmenal Cramer’s point is that the U.S. is most secure in #NaturalGas, and that is broadly consistent with the data.
So in the “inverse Cramer” logic, if he’s brushing past #natgas or not leaning hard enough into it, the joke trade would be: There's going to be a #natgas crisis 😂
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$MU Down 25% since the tweet. 250 is first support and could see 150-200 next 3-6 months.
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EWF Taha@EWFTaha
@TrendSpider Hockey Stick pattern 🏒 which almost always returns to the mean #BuyerBeware
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JUST IN: 🇺🇸 President Trump says "I thought oil prices would go up more and the stock market would go down more."
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@EWFTaha @TradeWitPhil They gonna send boots on the ground to the island
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Doubt it. Get ready for boots on the ground. #Oil 🆙 to 150-200 next 3 months and equities ⬇️
$USO $SPY $SPX $Stocks
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Polymarket@Polymarket
JUST IN: Trump reportedly planning for peace talks that would pause Iran’s missile program for 5 years & reopen the Strait of Hormuz.
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