The Higher Falutin

NOBODY IS TELLING YOU HOW FUCKED THE FARMERS ARE IN AMERICA RIGHT NOW. The Agriculture Secretary just confirmed it publicly. 1 in 4 American farmers has NO fertilizer secured for spring planting. No fertilizer. No crops. No food. Farm bankruptcies are up 46% in 2025. 160,000 farms closed since 2017. Less than half of all farmers will even turn a profit this year. They're not struggling. They're being wiped out. And the media is busy covering everything else. The real story behind this hasn't been told yet.. follow me because i'm about to tell it 🚨

I’ve seen this pattern too many times to call it a coincidence. Friday, someone placed a massive call bet on EBAY. Hours later, reports dropped that GameStop is exploring an acquisition of eBay. Some people just know stuff.

@fthegurus New world order industrial revolution 3.0

We’re watching the US dollar collapse in real time, right in front of our eyes

My guess for next few weeks pending any serious war escalation: Market moves up overall but not as aggressively. Slow melt with red days speckled in until 20sma catches up. What Im watching: ROKU, GME, NVO. And NIO could rip on a strong reversal.

@ColletPier96354 Gotta get the plebs worshipping the billionaires one way or another

And this after 8 years. Cult following?

@tradinglao Haha its so funny how often “winners tilt” is discussed in poker and how little it is in trading. Nice post.

nobody warns you about winning streaks. everyone warns you about losing streaks. "don't revenge trade after a loss." "reduce size when you're down." "take a break after 3 losses." all true. all important. but here's what actually blows most accounts: a winning streak. here's what happens: you win monday. +$150. you win tuesday. +$180. you win wednesday. +$200. now your brain thinks you've figured it out. the rules feel unnecessary. you start sizing up. you start taking setups you'd normally skip. you start holding past your target. "just this once." then thursday comes. and the market doesn't care about your streak. what took 3 days to build gets erased in one session. because winning breeds overconfidence. and overconfidence breaks rules. and broken rules are where accounts go to die. and the market didn't get easier. you just got lucky enough to be in sync with it for a few days. stay humble. stay sized. stay consistent. because this happened to me trading $spy 0dte. rules: • winning streak = same size. always. • overconfidence is the consistency killer nobody talks about. • the rules exist for good days too. not just bad ones. practice this.

@DoDataThings @KobeissiLetter I gotta say… if i was managing that much money and looking at these charts.. It would be tough to not take some profit here, even if you thought there is 70% chance we move up this week

@KobeissiLetter Interesting. Hedge funds ringing the de-risking alarm yet $QQQ is still within spitting distance of all-time highs. Positioning and price are telling two very different stories right now.

Hedge funds are rushing to reduce tech exposure: Hedge funds just posted their largest 2-week reduction in US information technology exposure over the last decade, excluding the meme stock frenzy in early 2021. This was driven by long sales outpacing short covers at a ratio of 1.5 to 1. Nearly every subsector saw exposure cuts, led by Semiconductors and Semi Equipment via long sales. Furthermore, hedge funds sold Magnificent 7 stocks in 4 of the last 5 trading sessions. Hedge funds are cashing-in massive profits in tech.

@ChaRNenGI This will likely be one of those really obvious plays in hindsight and a money maker for those with foresight. $6?! I dont think people have seen the cars theyre making…

$NIO -8% on April deliveries. Shorts are missing the plot. 45% of volume is ES8 at RMB 400K+. ES9 at RMB 420K–658K hasn't delivered a single unit yet — that starts June 1. ONVO looks soft because buyers are waiting for the L90shenji & L80, not walking away.

@NoRiskNoPremium Its schrodingers cat until serious bad news or lack there of tells us next week. My bet is bullish but any big bad news can change that quickly. I think they want to take this ER to pump as much as possible.

Be honest...what do you see here? Shooting star or just a wick? Drop your answer below 👇 1. Shooting star — reversal incoming 2. Just a wick — bulls still in control 3. Too early to call

@itsmichaelluu lol if youre still doing this.. GME

Post your ticker of choice and I'll provide buy zone and price target for next week: (if you get the bottom you can swing it)

@thetechlao 💪🧠🧊

new chapter. starting monday. the $5k → $10k challenge. here's why i'm doing this and what it means. after everything i shared this week — the $7k loss, the honest post, the conversations with people i trust — i made a decision. i withdrew $15k from my trading account. i'm keeping $5k to trade with. not because i can't handle more. because i've proven to myself that i can't handle more responsibly yet. and that's an important distinction. the problem was never the system. the problem was me deploying my entire buying power every chance i got. i have a tendency to deploy my full buying power. when i have $20k available, my brain finds a way to use it. even when the rules say not to. the campaigns stay the same. the levels stay the same. the rules stay the same. but now the ceiling is real and it's low enough that i have to be selective. the challenge: → trade $5k account only → when it hits $10k — withdraw $5k profit into long term portfolio → start from $5k again → repeat one of the most important things i've learned is that every trader needs to know what kind of trader they are. and when the data tells you something about yourself — you have to listen. my data told me i have a tendency to overuse buying power. this is my answer to that. if you struggle with the same thing — oversizing, deploying too much, going all in when conviction is high — maybe this challenge is for you too. it’s about proving i can follow the rules consistently at a size that doesn’t destroy me when i don’t. starting monday. building in public. same transparency as always. same $spy 0dte. let's go.

@thetechlao Youll come back!! Theres always money to be made. If you find yourself breaking your rules or your heart pumping too hard, walk away and save money. Wait for the good pitches; dont swing at the crap.

@thetechlao Dang… Yea, trading your entire bankroll on one trade and averaging down on losers hoping for a swing is an excellent way to smoke your account. You either bet small, or bet big with tight stops. People are too often cutting Ws short and letting Ls run.

i lost $7,091 in less than 25 minutes. and i need to share this with you because i've taken you through this journey every single day since april. here's exactly what happened: april 30. 6:31am. i bought 130 calls on $714C. $18,791 deployed. my entire account.

@alphaticaio Taco headline will come. Gotta use the ER momentum from this week to keep ripping

🚨🚨🚨ALERT | SPY CLOSE | Friday May 1 $720.65. Shooting star on the daily. Here's what the structure and the pattern say together. The candle: 4/5 shooting star. Long upper wick (3.62 vs 0.60 body), close in the lower 4.1% of the range. Price hit $724.37 and reversed hard into the close. The one miss: no confirmed uptrend over 3% in the prior 5 bars, which keeps it at moderate rather than strong. The history: 33 prior shooting stars on SPY. 75.8% resulted in a decline of 2% or more. Average decline: -6.52%. Average time to max decline: 15 days. Three COVID patterns excluded. The structure confirms the warning: GEX dropped from +$960M at 2 PM to +$263M at the close. The gamma blanket lost 73% of its strength in the final two hours. Near-term GEX is barely positive at +$79M. Dealers short 124.8M shares. Was 151.8M at 2 PM. Dealers sold 27M shares into the close. The engine shrank 18% in two hours. Daily flow flipped: -15.7M shares. Was +25.2M at 2 PM. The afternoon session reversed the morning entirely. Net premium flipped: -$185M into puts. Was +$532M at 2 PM. A $717M swing in two hours. Composite dropped from +26.7 to -9.1. A 36-point intraday collapse. On the first day of May. GEX flip: $713. Only 1.1% below. The thinnest cushion since the rally started. Our read for early next week: The shooting star says lower. The flow confirms it. The gamma confirms it. The pattern's historical average is -6.52% over 15 days. From $720.65, that targets $673-$675, right at the GEX flip zone. We're not predicting a 6.5% decline. We're saying the pattern, the flow reversal, the gamma drain, and the dealer selling all point the same direction for the first time since the April 21 ceasefire scare. $713 is the first test. If it breaks, $700 accelerator at -$115M is the next stop. The magnets at $725 and $730 need a headline to pull price back up. The structure won't do it alone from here. Defensive into Monday. Let the pattern confirm or fail before adding exposure. $SPY $QQQ $VIX

@BullCall101 @gy_jf29870 @unusual_whales People that work get paid more silly. You want extra stuff? Work. You dont, collect ibi.

So, hypothetically, if you're getting $100k a year from the government and everything you want and need only comes out to $80k, why would you dig a ditch in 100 degree weather for $20 an hour? It's not like the employer suddenly has a million more dollars to increase payroll. The city still needs the ditch dug to continue positive development, which is up to the developer, but it's work no one does unless forced into it via debt burdes, i.e. bills. The fact is, I don't see a robot troubleshooting and problem solving certain things for at least a generation but no one is saying how employers will be able to compete with unemployment. Does a plumber suddenly become a luxury? Charging $10k an hour?

Elon Musk has said: Universal high income via checks issued by the Federal government is the best way to deal with unemployment caused by AI.

@MarkWatchw9zq @unusual_whales 🤣

@unusual_whales Bullish 🚀🚀

Gulf crude production has dropped by 14.5 million barrels per day, 57% below pre-war levels, per Goldman Sachs

@DCDOWORK This company at this price is so overlooked. Theyre crushing byd in terms of battery tech. auto swap in 3 min already avail at 3k stations. BYDs megawatt charger infrastructure is all empty promises at this point. BaaS is genius to sell vehicles.

$NIO I am convinced. Most people stop believing, and caring. Many were burned and still hold a grudge. But I honestly believe if $NIO reports another profitable Quarter, then again, then again and a full year 2026 profitable year. It's going to be what I am here for, life changing gains.

@DarioCpx Bubba-approved. 👍😎👍🎷🎶

If they call the new operation "Final Blow", the whole X will explode even more than what happened with the fake JPM lady story

@MisterMarket0 @edzitron Also, im new to twitty and dont jnow how people are typing so much without hitting the limit lol. Apologies for the multiple responses

I sometimes run a dozen or more Claude code and codex panes at a time, which are also calling subagents. This requires a lot of GPUs and CPUs, RAM. I have a very high end Mac and can run some local LLMs but it can’t run anything near opus 4.7 or gpt 5.5 in quality - and the higher quality models have low tokens per second. Running multiple threads would not be possible. Now imagine every employee doing that - it won’t make sense to run it on prem Companies don’t want to have to manage on prem servers, have to guess how much demand they will have and order servers ahead of time, do patching and updates, etc The cloud providers have the NSA, healthcare firms, financial institutions running workloads in their DCs - I think lawyers will trust the cloud. If there are multiple orders of magnitude efficiency gains then maybe - I do not have a good read on what will be possible at the end state. It’s possible fine tuned, distilled small language models become good for discrete tasks that are repeatedly done. Do you have a different read? Open to being convinced

This is really bad. Amazon spent $52bn (normalized for inflation) in capex between 2002 and 2017 to create one of the single-most profitable businesses in the world. Now it's spending $300bn+ with 75%+ of that revenue coming from Anthropic, who it's fed $13bn+ to keep alive.