Moyen Pierre

@King0ftheCharts But why is the equity market so strong? Would like to get some opportunities ! Regards

. CENTCOM prepares 'short and powerful' wave of strikes on Iran, Trump to be briefed on plan US Central Command (CENTCOM) has prepared a plan for a “short and powerful” wave of strikes on Iran, likely including infrastructure targets, according to a report by Axios. #war #Iran #Trump $SPY $SPX #SP500 $NDX $QQQ #NASDAQ100 $NQ #stockmarketcrash #oil #Powell $DJIA $DJI $DIA $IWM $RUT $VIX $BTC #BTC #Bitcoin $BTCUSD #BTCUSD

@RaphaelVignes Attention aux transferts...

$GTT GTT va concevoir un réservoir terrestre innovant pour une usine de liquéfaction de GNL en Chine GTT a annoncé avoir remporté un contrat majeur pour la conception d’un réservoir onshore de 10 000 m³ de GNL destiné à l’usine de liquéfaction de Yangjiawan, située à Yan’an, dans la province du Shaanxi. Pour la première fois, la technologie de membrane de GTT sera déployée aux côtés d’une unité de liquéfaction de GNL onshore. Cette innovation marque une avancée significative pour les infrastructures de GNL à petite échelle, où l’optimisation de l’empreinte foncière et des performances énergétiques est primordiale. Le réservoir sera équipé de la technologie de confinement total GST® de GTT, qui offre une isolation thermique jusqu’à deux fois supérieure à celle des réservoirs conventionnels. Cette performance permet de répondre efficacement aux contraintes d’espace et d’efficacité énergétique du site. Un système de monitoring intégré viendra par ailleurs renforcer la sécurité du stockage. La livraison du réservoir est prévue au quatrième trimestre 2027.Ce projet illustre la volonté de GTT d’étendre sa technologie de pointe, initialement développée pour le maritime, vers les applications terrestres de nouvelle génération.

@joecarlsonshow Can we get the data in Excel?

30 years of financials, on a quarterly basis, all at a glance. Hundreds of key KPI's for each major company. Advanced chart-building that's easy to use. A full weekly earnings calendar, earnings call summaries, Simple DCF Calculator, much more, all for $8/month. Thanks to the 13,000+ paying members! The scale of members has allowed us to grow with zero outside investment. This has been a self funded project from day 1. Now the snowball is rolling quickly. We have huge features coming out soon that you can't get anywhere else.

@King0ftheCharts Incredibly accurate The best !

. Stock Market CRASH Now in Progress Markets Everywhere are CRASHING - VIDEO BELOW WARNING AS I SAID LAST WEEK, IT'S OVER!!! The S&P 500 Has Topped STOCK MARKET CRASH VIDEO HERE youtube.com/watch?v=E2fvbg… . $SPX $SPY #SP500 $ES_F $QQQ $NDX #NASDAQ100 $NQ $NQ_F $NVDA #Trump $VIX #stockmarketcrash #stockmarket #BullMarket #Powell #Warsh #AIBubble

@Loris_Dalleau Ils sortent des Capex monstrueux au ROI totalement incertain... en effet favoriser les gpt de ce monde va créer Un chômage massif et une demande qui finira par disparaître

Capex 2026 $AMZN $GOOG $MSFT Amazon : 200 milliards Alphabet : 180 milliards Microsoft : 105 milliards C'est fou..

@tommydouziech Magnifique dose d'espoir dans ce contexte de "jobpocalypse". Merci @tommydouziech

L'IA peut être vu comme un collaborateur qui vous aide à accomplir vos tâches à votre place ou alors comme un outil qui vous permet de le faire mieux et plus efficacement. Cette seconde vision est celle de Steve Jobs sur l'ordinateur vu comme un "vélo de l'esprit" car il décuple la créativité et les capacités humaines. C'est à vous de choisir si l'IA sera un collaborateur ou un outil dans votre vie. Mais ce choix à des conséquences. youtu.be/NjIhmzU0Y8Y?si…

@karpathy I think, as a beginner who tries to get the best of both the old world (learning by hand, writing code manually) and the new world (ai agents, code snippets made by AI) you are the only one I should listen. The rest is useless

A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now, a bit sheepishly telling the LLM what code to write... in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful, especially once you adapt to it, configure it, learn to use it, and wrap your head around what it can and cannot do. This is easily the biggest change to my basic coding workflow in ~2 decades of programming and it happened over the course of a few weeks. I'd expect something similar to be happening to well into double digit percent of engineers out there, while the awareness of it in the general population feels well into low single digit percent. IDEs/agent swarms/fallability. Both the "no need for IDE anymore" hype and the "agent swarm" hype is imo too much for right now. The models definitely still make mistakes and if you have any code you actually care about I would watch them like a hawk, in a nice large IDE on the side. The mistakes have changed a lot - they are not simple syntax errors anymore, they are subtle conceptual errors that a slightly sloppy, hasty junior dev might do. The most common category is that the models make wrong assumptions on your behalf and just run along with them without checking. They also don't manage their confusion, they don't seek clarifications, they don't surface inconsistencies, they don't present tradeoffs, they don't push back when they should, and they are still a little too sycophantic. Things get better in plan mode, but there is some need for a lightweight inline plan mode. They also really like to overcomplicate code and APIs, they bloat abstractions, they don't clean up dead code after themselves, etc. They will implement an inefficient, bloated, brittle construction over 1000 lines of code and it's up to you to be like "umm couldn't you just do this instead?" and they will be like "of course!" and immediately cut it down to 100 lines. They still sometimes change/remove comments and code they don't like or don't sufficiently understand as side effects, even if it is orthogonal to the task at hand. All of this happens despite a few simple attempts to fix it via instructions in CLAUDE . md. Despite all these issues, it is still a net huge improvement and it's very difficult to imagine going back to manual coding. TLDR everyone has their developing flow, my current is a small few CC sessions on the left in ghostty windows/tabs and an IDE on the right for viewing the code + manual edits. Tenacity. It's so interesting to watch an agent relentlessly work at something. They never get tired, they never get demoralized, they just keep going and trying things where a person would have given up long ago to fight another day. It's a "feel the AGI" moment to watch it struggle with something for a long time just to come out victorious 30 minutes later. You realize that stamina is a core bottleneck to work and that with LLMs in hand it has been dramatically increased. Speedups. It's not clear how to measure the "speedup" of LLM assistance. Certainly I feel net way faster at what I was going to do, but the main effect is that I do a lot more than I was going to do because 1) I can code up all kinds of things that just wouldn't have been worth coding before and 2) I can approach code that I couldn't work on before because of knowledge/skill issue. So certainly it's speedup, but it's possibly a lot more an expansion. Leverage. LLMs are exceptionally good at looping until they meet specific goals and this is where most of the "feel the AGI" magic is to be found. Don't tell it what to do, give it success criteria and watch it go. Get it to write tests first and then pass them. Put it in the loop with a browser MCP. Write the naive algorithm that is very likely correct first, then ask it to optimize it while preserving correctness. Change your approach from imperative to declarative to get the agents looping longer and gain leverage. Fun. I didn't anticipate that with agents programming feels *more* fun because a lot of the fill in the blanks drudgery is removed and what remains is the creative part. I also feel less blocked/stuck (which is not fun) and I experience a lot more courage because there's almost always a way to work hand in hand with it to make some positive progress. I have seen the opposite sentiment from other people too; LLM coding will split up engineers based on those who primarily liked coding and those who primarily liked building. Atrophy. I've already noticed that I am slowly starting to atrophy my ability to write code manually. Generation (writing code) and discrimination (reading code) are different capabilities in the brain. Largely due to all the little mostly syntactic details involved in programming, you can review code just fine even if you struggle to write it. Slopacolypse. I am bracing for 2026 as the year of the slopacolypse across all of github, substack, arxiv, X/instagram, and generally all digital media. We're also going to see a lot more AI hype productivity theater (is that even possible?), on the side of actual, real improvements. Questions. A few of the questions on my mind: - What happens to the "10X engineer" - the ratio of productivity between the mean and the max engineer? It's quite possible that this grows *a lot*. - Armed with LLMs, do generalists increasingly outperform specialists? LLMs are a lot better at fill in the blanks (the micro) than grand strategy (the macro). - What does LLM coding feel like in the future? Is it like playing StarCraft? Playing Factorio? Playing music? - How much of society is bottlenecked by digital knowledge work? TLDR Where does this leave us? LLM agent capabilities (Claude & Codex especially) have crossed some kind of threshold of coherence around December 2025 and caused a phase shift in software engineering and closely related. The intelligence part suddenly feels quite a bit ahead of all the rest of it - integrations (tools, knowledge), the necessity for new organizational workflows, processes, diffusion more generally. 2026 is going to be a high energy year as the industry metabolizes the new capability.

@King0ftheCharts High respect for your work and your commitment though, would be glad to hear your arguments on the economic side. Regards ;)

@King0ftheCharts I really cannot see how the sp500 is gonna crash. The economy is improving, inflation down, goods and services other than AI improving, lowest trade deficit in years, inflows. The minor sign might be unemployment and other labour data, but this is not powerful enough.

. S&P 500 Double Top Pattern Nearly Done Again, as talked about earlier this week, the S&P 500 will likely reach the upper boundary of the bearish Rising Wedge. A new high will form triple bearish divergence on the 60 minute charts on both the RSI & MACD. That would also complete multiple points of bearish divergence on the daily chart on the RSI & MACD. . $SPX $SPY #SP500 #tomlee #elliottwave $ES_F $QQQ $NDX #NASDAQ100 $NQ $NQ_F $NVDA #Trump #FOMC #Powell #blowofftop $AAPL $VIX #stockmarketcrash #stockmarket #Nvidia #Bullrun2025 #BullMarket

@ChartingProdigy You are the boss 🙏👏

. Bitcoin Will Likely Bottom This Week Probably Today or Tomorrow Bitcoin will likely put in a short term bottom today or tomorrow based on my indicators. My indicators called the day of the top correctly and predicted this crash. If BTC puts in a short term bottom, the Herd will become convinced that their leader's target of BTC $200K by the end of the year, by permabull Tom Lee will be reached. It will not be reached. BTC has already topped and is about to get a countrend rally. The long term timeframes for BTC are bearish. BTC is over due for a bounce and we'll likely get another countertrend rally to dupe Tom Lee, the Moonboys and the Herd. The same people that never saw the top or selloff coming. BTC has now dropped 29% since I called the day of the top and it's dropped 15% in the last 2 weeks. BTC is very over sold and it will likely bottom today or tomorrow and get a bounce for a countertrend rally. The bounce will be another BULL TRAP. Tom Lee is proclaiming Bitcoin will bottom this week, which he has already suggested before. However, BTC will probably put in a short term bottom this week and the Herd will become convinced that permabull Tom Lee that never saw the selloff coming and never saw the top is a genius in calling the bottom and the rally to $200K. When in fact he was blindsided by the top and this crash. I predict that when Tom Lee's $200K to $250K BTC target isn't reached by the end of 2025, that he'll move it forward into 2026. I think my Tom Lee prediction has much greater odds of playing out than permabull Tom Lee's $200K to $250K BTC prediction. Lee has already lowered exceptions as BTC is doing the opposite of what he said it would do and he has started to talk about BTC reaching $150K to $200K by the end of the year. Lee will be proven wrong as he was the last time he predicted BTC would rise to $200K by the end of 2022 in Dec of 2021 and BTC collapsed 78% and dropped to $15K by the end of 2022, not Lee's target of $200K. Bitcoin will likely put in a short term bottom today or tomorrow based on my indicators. The Herd will become convinced that their leader's target of BTC $200K by permabull Tom Lee will be reached by the end of 2025. It will not. BTC has already topped and is about to get a countrend rally. . $BTC #BTC #BTCNews #Bitcoin #TomLee #CryptoNews #crypto #trump #ALTSEASON $BTC_F $NVDA $AAPL $MARA $MSTR #BitcoinCrash $NVDA $IBIT #ETH $ETH #Ethereum @saylor

@ValentinAufrand Tu es un des seuls analystes raisonnable et sans biais (bear ou bull) en t'appuyant sur des critères bien étayés. Solide !

De nouveaux signaux baissiers provenant de mon indicateur ont émergé ces derniers jours. Il semblerait que ce soit le moment idéal pour redoubler de prudence, à mon humble avis...

@AndreasSteno Yes so cool. Lets buy the sp500 at 22 > P/E 0 risk involved

If the Fed keeps easing into this, you are waaaaaaaaaay too bearish still

@JesseCohenInv The economy is so great isn'it

🚨 $CMG -9.2% After Earnings

@ABaradez Exception faite de 2022, les marchés montent sur des rythmes bien rapides qu'autrefois. La liquidité , les algos, l'IA font que les marchés ne peuvent pas baisser

...et le Fut Nasdaq100 qui ne se replie que de 30 pts après ces stats 🙃 Si elles avaient été dans l'autre sens, on serait déjà 200 points plus haut #complaisance

@ABaradez Coup tactique pour faire baisser les taux ?

🔥VIX +20%

@ChartingProdigy Truly impressive. One of the most reliable. Given the progress in trade, would you still maintain a recession forecast ? It looks avoidable after all, don't you think ?

Happy Mother's Day to All the Moms on X De-escalation Day or Disappointment Day? cnbc.com/2025/05/11/us-… I've been proven correct again. We got the meeting between the US and China that I predicted would happen. The media, the Bears & the Herd all told us this would never happen. I was brutally attacked and called all kinds of names for predicting this would happen, yet I was right again. Now what happens from here.? The stock market is getting a rally with futures on the announcement of a US-China trade deal. Bitcoin hasn't rallied on the news yet. Again, while I predicted this meeting would happen and De-escalation Day would come and negations would happen, we don't know the details of the deal reached over the weekend. It may only the first step of de-escalation rather than a longer term trade deal. In other words, a deal may have been reached to de-escalate things as trade negations start. The deal could end up disappointing markets and end up selling off after the details are revealed. So we could see a rally followed by a selloff if that is the case. So it is possible we see a pop and drop as I spoke about over the weekend with the stock market and with Bitcoin. We could see a pop that is followed by a pullback with both the stock market and Bitcoin. If the two countries actually came to a longer term agreement, then we could see a powerful rally on S&P 500 and NASDAQ to soar above their 200 MAs. I think that is unlikely. Again, this meeting was likely more about de-escalation than a long term trade deal. So markets could be disappointed. So while we could get a pop higher, the market might be disappointed in the details, if it is just an agreement to de-escalate the situation with tariffs still remaining elevated. We just simply don't know until it is announced tomorrow by the President and/or the Trump Administration. Even if it is just about de-escalation, it is a step in the right direction in resolving trade tension between the US and China. I'm just saying, the progress so far could possibly fail to meet Wall Street's expectations. $SPX $SPY #SP500 #Bitcoin #BTC $BTC #elliottwave $ES_F $QQQ $NDX #NASDAQ100 $NQ $NQ_F #Tariffs #inflation #tradewar #Trump #FOMC $DXY #Powell #blowofftop $NVDA $AAPL $VIX #stockmarketcrash #StockMarket

@ABaradez Bonjour Alexandre Finalement Main Street passe derrière Wall Street ! Nouveaux ATH bientôt sur le sp500 non ?

📈D’après nos cotations week-end, on est parti pour un gap haussier sur les indices US (Futures) à l’ouverture à minuit. 👇 (…personnellement, je pense que ce gap sera comblé ensuite) ig.com/fr/trading-le-…

@finchat_io Is this included in the Finchat Plus subscription ?

Starting today, all FinChat subscribers now get access to Morningstar reports. With our new "Research" tab, we're helping users get up to speed on a business faster than ever before! ⚡ ⚡

@ABaradez La liquidité remonte... c'est ce qui drive les marchés et non plus les fondamentaux

Sentiment d’inconfort ce soir à voir les indices US s’envoler de 3% à 4% par rapport aux points bas intraday, s’éloigner rapidement des moyennes de prix mensuelles en quelques jours seulement, retrouver des valorisations généreuses après les chiffres macro US de l’après-midi, alors qu’aucun accord commercial n’a encore été signé…

@ChartingProdigy Do you maintain your views on the upcoming recession ?

. NASDAQ 100 Breaking Out! Don't Look Bears! It's Too Painful! It's Called a Short Squeeze! The Rally the Bears Told US Wouldn't happen is Now Happening. NDX is Clearing the Downward Trendline From the February High. All kinds of bullish signals on the S&P 500 and NASDAQ 100 today. Could Today or Tomorrow be De-escalation Day? It's Coming and when it does the stock market will soar. The Herd continues to tell us there is no way China comes to the negotiating table and no way Trump pauses or reduces tariffs on China. Both are about to happen. The Bears told us that the rally we are witnessing this week wasn't going to happen. Now they are telling us it's over! I've been mercilessly attack by the Bears and the Herd for daring to even suggest these things are possible and called a boatload of filthy names for believing this is about to happen. The Bears will eventually throw in the towel once we start making new all time highs. The stock market is about to get a bigger rally, a rally the Bears are telling us won't happen. When it does, they'll yell countertrend rally. The stock market will start to pullback and the Bears will say "told ya so," then the market will soar to new highs and totally destroy the Bears with another massive short squeeze. $SPX $SPY #SP500 #elliottwave $ES_F $QQQ $NDX #NASDAQ100 $NQ $NQ_F #Tariffs #inflation #tradewar #Trump #FOMC $DXY #Powell #blowofftop $NVDA $AAPL $VIX #stockmarketcrash #stockmarket