Jason

I’m fully aligned with this. If we’re ranking the AI sub-sectors by their ability to "break the cycle" and decouple from traditional semi-seasonality, here’s my hierarchy: ATE (Testing) > Optical > Memory. > Market’s feeling heavy right now. We just saw the $SPY 9/21 EMA cross—historically, that’s a sell signal every single time. Now is the time to build your shopping list. If the floor drops, what are you buying? At what levels are you scaling in? If you can't sleep with your current exposure during a drawdown, you’re over-leveraged. Period

A favourite scene captured at a blissfull moment

Who did this lmao

Is this normal or is OSHA calling right now.

Iran is preparing for a potential US ground attack by laying traps around Kharg Island in the Persian Gulf, sources say. cnn.it/4t8GvpN

A whale has opened a $41,000,000 $BTC short with 40x leverage. Liquidation Price: $72,249

BREAKING: Oman Oil has crashed 46% in just 6 trading days When the U.S. attacked Iran on February 28, Oman crude pumped +143%, from $66.9 to a peak of $173.19. It is now trading at $93.22. The market is pricing in a U.S.-Iran ceasefire.

JP Morgan has launched a basket of credit default swaps designed to let hedge funds bet against the debt of $GOOGL, $AMZN, $ORCL, $META, and $MSFT 🚨🚨 Big Short 2 Coming? 🤔

I want you to understand how unusual this is. 6:49 AM on Monday: A sudden surge in oil futures trading, approximately $580 million in volume, no news, no announcement, nothing public. 7:05 AM: Trump announces a pause on Iran strikes. Markets move immediately. Roughly $580 million in contracts were placed about 16 minutes ahead of the news. Unusual.

@2778jim Exactly Regulatory uncertainty is the biggest risk. The market can handle volatility but not endless rule changes

@patrickjwitt The legislative branch is the FUD source.

Plenty of uninformed FUD circulating on social media this week. It’s all going to work out. Bullish.

@CBvids Well, that escalated quickly

@patrickjwitt Plenty of informed fuck you. Yield or death to the bill.

@Led_Base_Saint_ Fair point Too much frosting not enough baking

@patrickjwitt - I do know one thing crypto isn’t doing as any damn good if it’s just sitting on the sidelines and your piddling around with rewards- you guys are more concerned about the icing and sprinkles on the cake then you are actually putting it in the oven to bake- Get with it!!!!!

@bryanfish63 "But the banks have really good lobbyists so

@patrickjwitt We the People did not elect COINBASE nor the BANKS to represent us! Do what's best for the average American.

@Bpilk35 Nothing burger with a side of higher prices. The usual special

@thepigeontoady Agreed. No more banker bailouts while everyone else gets crumbs

@patrickjwitt @SenLummis Let’s make it happen and NOT continue the inequality the banks are pushing for!

Slovenia becomes first EU country to introduce fuel rationing bbc.in/3PjyYWV

BREAKING: Traders placed $580 million worth of oil trades 15 minutes prior to President Trump’s post about a potential peace deal with Iran this morning, per FT. Details include: 1. 6,200 Brent and WTI futures contracts were traded between 6:49 AM ET and 6:50 AM ET today 2. $1.5 billion in notional value worth of S&P 500 futures were traded at the same exact time 3. It is not known whether one entity or several entities were behind these trades These trades likely generated over $100 million worth of profit in ~20 minutes.

@MaxAgorist Different players different edges

@KobeissiLetter Corruption is not a bug its a feature. Some trading firms pay for speed and proximity to the market, the smart ones pay for information.

@gabrielpio22824 At this point… it’s almost expected

@KobeissiLetter Quelle suprise! 🍊

@JessicaVT78 Yeah the timing looks wild… but markets are usually already positioned for some kind of headline

@KobeissiLetter Trump has been manipulating the stock markets since his on again, off again tariffs! Now it's the war is won, we're going to bomb Iran's electricity grids, to we've accomplished our objectives. People in Trump's inner circles are insider trading. UNPRECEDENTED CORRUPTION !

Holding a tiny clone in the palm of my hand