Lowell

@thestockwhale Perhaps some long needed rotation within tech?

We finished a cycle for memory, and now we're looking for red (4). Buy the dips and can add to memory stocks at the moving averages. Expect tech to remain weaker until the end of the year. 1. Micron $MU 2. Sandisk $SNDK 3. RoundHill Memory ETF $DRAM Make sure you position yourself on these larger red weeks/months ahead so you can make millions on the next bull-run after October. All my buy and sell signals in Discord @ stockwhale.vip.

@TechCharts The second shoulder hasn’t played out yet, right? Don’t a lot of reversal attempts initially look like a head and shoulders pattern?

This is not a prediction. This is Bayesian Thinking based on the rules of classical charting. $MSTR

@PrimeTrading_ Very fair. This is just a side thing for me, and I made some big mistakes early in this rally. If I was holding more profit, I might follow your lead. Obviously possible that I’m lightening up way too early.

I generally appreciate your posts and perspective. But this sounds a little too rosy. Indices are flattening out a the top, vix continuing to move lower feels like a compressed spring, and the moves up late today don’t seem real — late Friday, so naturally light volume. I lightened up a lot today.

PORTFOLIO UPDATE 5/29 $GLW $NVDA $APLD $COHR $COHR $TSLA $TSLA $MU $ARM $ARM $ARM $BE $BE $BE $BE $CAT $CAT $NBIS $NBIS $NBIS Hey guys — closing the month out strong, and what a month. We rode it right, and today was more of the same: still constructive up at the highs, so I used it to keep adding into strength. Market pictur Price pushed to fresh all-time highs again, holding well above its rising 21dma. We've had mixed tape digestion up here all week and that carried into today — normal, healthy stuff after the run off the lows. Breadth keeps expanding underneath. Leaders are the tell, and they're acting well. Software stepped up with super strong action and took the lead while the recent AI and semis names took a day off — healthy internal rotation, not a problem. The names that ran hard off the lows are just resting in good shape, still holding their rising structure while software steps up. Internals all risk-on — credit spreads tight, VIX subdued, XLK/XLP still pointing risk-on. Nothing flashing. So all in all — this is digestion, not distribution. Uptrend intact, breadth expanding, leaders rotating through healthy. No red flags, so I'm leaning on the trend and staying positioned in the top merchandise. On my book NER's at -1.15%, so there's New Exposure Risk open on the new adds. Open Heat at -17.24%. Today was about getting on the right side of the pullback, not chasing it. GLW gave a clean shakeout in a still-top-leading group (photonics/optics) — core GLW bounced hard off its rising 21dma right in its base, so I took the right side and then derisked into the close, locking 1/3 at 2R to hold that group exposure cheap. Added to BE too. With leaders holding their structure and software popping, the relative strength's there to lean in. I'm pushing a bit harder on margin here — got the YTD cushion to allow it. Good luck guys ✌️ Today's action NEW: GLW ADDED: BE TRIMMED: GLW

@RUINA0807 @ARKInvest Agreed. Feels very watered down to not speak to this.

@Lowell @ARKInvest Great point,this is the most fundamental debate in autonomy right now. The camera-only vs. sensor-fusion tradeoff isn’t just technical, it’s about how you define ‘safe enough’ for mass deployment. ARK’s take on this would be really interesting to hear

Director of Research, Autonomous Tech & Robotics / Director of Investment Analysis @TashaARK takes us through the Autonomous Vehicles section of Big Ideas 2026. Watch now!

@Analysistock @TheSwingTraderr You're already jumping to say another leg down has been invalidated? Seems more likely than not we trade back down to at least fill the gap, if not a final corrective move. Either way, we're close to levels he said we would get to, and not a bad short at this AM's highs.

@TheSwingTraderr Your scenario has been invalidated.

$SPY Classic breakout, hold the retest, then continuation to the upside. Now we wait for the lower high.

@ARKInvest The biggest question for me here is sensor assisted versus camera only, which I don’t think you touched on. The advantages of autonomy more generally and Tesla’s cost advantage don’t seem controversial. a point of view on tech efficacy and safety would be valued here.

@TheLongInvest Have you been in a Nike store recently? It’s garbage.

$NKE - THE IMPOSSIBLE RANGE TO IGNORE - Between $26 - $39 $NKE does not need to drop into this range to be considered undervalued as it is already -30% below its 200 MONTHLY MA But there is: - A bullish wedge apex - VWAP mean - And Fib support levels All in this range, while being technically extremely oversold. Risk is effectively zero at this point.

@RealSimpleAriel Wouldn’t be suprised if that downtrend just completed. ABC.

@Lowell Financials are in a downtrend

When I see $GLW $SNDK $MU and prior leaders selling off and sitting near lows, and then we see $MSFT $CRM hanging near highs, institutions are clearly deleveraging their books. Not much of a reason to be super bullish with this action

@RealSimpleAriel Mags and financials maybe? Both have been struggling for a while now.,,

@Lowell what is going to lead the market higher? oversold software?

@_coenen @RamonDarioIT @theallinpod To be fair, they are not midwits. all pretty smart and accomplished. But clearly biased as all hell towards the administration, at least two of them. Friedberg and calcanis are more palatable, but castrated, along with most of the middle, afraid of rocking the boat too much.

@RamonDarioIT @theallinpod where else can I hear the opinions of a bunch of midwit billionaires?

can’t wait to hear what insane nonsense justification @theallinpod has for this

@SixSigmaCapital Yes, being a doomer No thoughtful analysis whatsoever.

Not being a doomer but seeing the way $NVDA has reacted to the print, tomorrow has the potential to be very ugly for the market. Hope I am wrong.

@patrickc Minimal value. For the moment at least..

I gave OpenClaw an export of my Apple Health data and asked it for some interesting analysis of heart rate vs travel data. It figured out that it could approximate my location from workout GPS annotations plus time zone stamps from other logged datapoints and then produced a bunch of interesting charts.

@BillAckman This post is incredibly fucked up. Protecting business interests or dirt?

What is it about Minneapolis that the two tragic ICE shootings took place there within two or so weeks of each other? Could it really be a coincidence? It is almost as if the governor of Minnesota called for protestors to intervene in ICE enforcements in an incendiary manner? Inciting the people to rise up against law enforcement is guaranteed to end badly, and now we have seen the tragic consequences. @GovTimWalz and those that emulate him, it is time to take the temperature down before more lives are lost.

@felixleezd @ADPList I didn’t receive.

@felixleezd @ADPList 👋🏼

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@badgerbarstool We were the first visit. No surprise it went well. I’m tempering expectations.

Hearing great things about Colton Joseph’s visit in Madison Could very well receive a commitment soon 😁

@AllenFrancesMD Lots of extreme in your posts.

@anuatluru I disagree. People are generally very concerned about themselves and don’t have much insight into others. And a lot of their opinions are full of bias and projections. Figuring out what is holding you back takes a lot more soul searching.

people you already know possess infinite insight about what’s keeping you or your product or business or relationship from its max potential, but most of them avoid giving unsolicited advice and hence it is solely your job to pry it out of their minds