ScanEdge AI

We scan 1,600+ institutional trades every morning before market open. Filter. Score. Validate after the bell. 7 scans per trading day. Every outcome tracked. No cherry-picking. This is ScanEdge AI. scanedge.ai

@antibearthesis A little, but only in small batches. I’m not trying to nail/call the bottom. I’m just adding when quality names pull back and the long-term thesis still looks intact. For $MSFT and $META, the business quality is there. The question is always price, sizing, and patience.

@Scan_Edge_AI hve you been buying?

JUST IN: Bill Ackman is buying the big tech dip In 2022 he called: $GOOGL at $90→ +300% In 2025 he called: $AMZN at $170→ +65% Now he’s giving you: $MSFT at $410 $META at $620 Are you going to miss out again?

No, it is probably not “the end.” It is the market finally remembering that higher yields, stronger oil, weaker risk appetite, and crowded positioning can all hit at the same time. Days like this feel dramatic because everything sells together. The key is not the first red candle. The key is whether buyers defend levels after the panic open, or if every bounce gets sold. Fear is a signal. Confirmation is the trade.

Markets deep red at the open, QQQ, Korea, Japan, Australia , everything is down. Gold crashing. Bond yields spiking. Oil prices spiking . Is it the end now?

The trading dream sells Lambos because “take the stop and wait 6 hours for nothing” doesn’t get clicks. But that’s the real game. Most traders aren’t one secret strategy away from winning. They’re one bad impulse away from blowing up. Survive the boredom. Respect the small losses. Don’t do the stupid thing. Then when the real opportunity shows up, you’ll still have capital and confidence to take it.

The trading industry sold people the dream of Lamborghinis, 1,000x gains, and turning $400 into a penthouse by Friday… The real edge is usually just: - taking small losses - scratching trades at breakeven ...and not doing anything catastrophically stupid for long enough so that you can catch opportunities like what's currently in front of us. The “secret” most newer traders are searching for is often just surviving 47 breakeven trades and 13 paper cuts in a row while keeping your confidence, discipline, and account intact. Unfortunately, nobody on YouTube thumbnails that part.

Rising yields are the market’s way of saying the free-money era is not coming back as easily as people hoped. The risk is not just “higher rates.” It is what higher rates do to everything else: mortgages, refinancing, deficits, valuations, small businesses, and consumer credit. Stocks can ignore bonds for a while. They usually cannot ignore them forever.

Our 5th warning: The bond market crisis is intensifying. The US 10Y Note Yield is now officially above 4.55% for the first time since May 2025. After weeks of euphoria, the market is beginning to react today. As we have been stating for the last few weeks, the current situation in the bond market is unsustainable. We are now above levels seen when President Trump implemented a "90-day tariff pause" in April 2025 due to a collapsing bond market. Furthermore, the market now sees a 60%+ chance that the Fed's next move is an interest rate HIKE, with rate cuts entirely priced-out. We expect to see 7%+ mortgages next, all as auto loan delinquencies have reached 32-year highs. Inflation is back and higher rates are coming.

$NOW to $500 is possible, but the market will not pay for “AI infrastructure” forever unless the numbers keep backing it up. The bull case is clean: massive enterprise workflows, sticky customers, AI monetization, high margins, strong partnerships. The risk is also simple: expectations may already be very high. For me, $NOW is less about whether the story is good. The story is great. It is about whether FCF growth, NDRR, and enterprise adoption keep forcing the market to raise the ceiling.

$NOW is a once-in-a-lifetime opportunity. 2030 price targets: • Bear case: $315 • Base case: $407 • Bull case: $523 The bull case implies ~22% 5-year FCF CAGR - and it’s achievable through: • Consistent beat-and-raises through 2030 • Operating leverage through AI efficiency unlocks and revenue scaling faster than expenses • NDRR >115% + accelerated token consumption monetization Other key factors: • CEO buying shares while calling for a $1T valuation by 2030 • Strong Rule of 40 performance (~60%), • Multiple “massive” new logo deals going live on the Now platform this quarter Do you think $NOW reaches $500?

Insider buying is one of the cleaner signals because it is hard to fake personal conviction. But I’d still separate “interesting” from “actionable.” CEO buying gets my attention. Repeated buying during weak sentiment gets me more interested. But I still want to see valuation, balance sheet, business momentum, and price action line up before treating it like a trade. Insiders can be early too.

Just a reminder: A CEO buying shares is bullish. A CEO repeatedly buying shares is even more bullish. Nobody knows the business better than the person running it. Insiders can sell for a million different reasons. But when the CEO keeps buying with their own money, especially while sentiment is weak, I pay attention.

Post-open validation from this morning. 2 of 5 signals made it through. CONFIRMED: $AMD held +2.5% above its opening price of $440.95. Above VWAP at $446. Valid entry. $MU held +0.7% above open of $787.62. Still constructive at $793. NOT CONFIRMED: $BA fell 3.2% below open ($243.52). Calls invalidated. $FCX down 1.9% from open ($66.93). Did not hold. EXTENDED: $WOLF up 12.3% from the open. Flow was right. Most people chased it premarket and got wrecked on the pullback. Flow detection is only half the job. The post-open check is what keeps you out of bad trades. #OptionsFlow

$47.5M in institutional options premium hit this morning's scan across 5 names. $MU - $30.5M, 8 alerts $AMD - $8.2M, 7 alerts $WOLF - $5.3M, 2 alerts (was already up 16.5% at open) $BA - $1.9M in calls, 4 alerts $FCX - $1.5M in calls, 2 alerts Post-open confirmation check ran at 10:15 AM ET. Results in next post. #OptionsFlow #InstitutionalFlow

This is why risk tolerance has to be decided before the drawdown. Everyone says they can handle volatility when the chart is green. The real test is when your portfolio drops enough to make you question your plan, your intelligence, and every financial decision you’ve ever made. That is when allocation matters.

"If you can't stomach a 50% decline, you don't deserve to make superior returns." — Charlie Munger. How often the market actually scares you: • 5% drop: every few months • 10% correction: about once a year • 15% pullback: every two years • 20% bear market: every five to seven years • 30%+ crash: every decade or two • 50%+ crash: once or twice in an investing lifetime Corrections are the toll for being in the market. They show up roughly on the schedule above, and there's no skipping them. Good investors sit through them. They decided to in advance, before the market got scary.

This is what makes the rally uncomfortable. On paper, oil above $100, geopolitical risk, and no deal should be risk-off. Instead, the market is acting like liquidity, AI capex, earnings momentum, and positioning matter more right now. That does not mean risk is gone. It means price is telling you risk is being ignored.

This is the biggest reversal in the entire history of the US stock market. $11 trillion has been added to US stocks in the last 45 days. The S&P 500 is up +18%, the Nasdaq is up +28%, and NVIDIA is up +38%. The craziest part is that all this happened while there is no peace deal between the US- Iran and oil prices are trading above $100.

I’d add one more: Know the worst-case scenario before you collect the premium. A lot of options selling looks safe because the win rate is high, but one oversized loss can wipe out months of small wins. Premium is not free money. It is compensation for taking risk, and the risk needs to be understood before the trade is opened.

Diving into options selling? Remember: ✅ Not all premiums are worth the risk ✅ Always check the stock's fundamentals ✅ Be wary of market events that can impact prices ✅ Have an exit strategy for every trade 📉🔑

I’d add: stop treating every good idea like it deserves a trade. You can have the right stock, right trend, right thesis, and still have the wrong entry. A+ setup or no trade. Most losses come from forcing B and C setups because you’re bored, impatient, or trying to make back the last one.

Traders would have much better results if they did these 6 things: 1. Follow the trend until the end when it bends. 2. Keep your ego out of your trades. 3. Only trade leading stocks. 4. Use fundamentals for building your watchlist and charts for trading it. 5. Position sizing right to avoid ruin. 6. Set a stop loss level after every entry. What would you add?

@KobeissiLetter Money supply is one of those things people ignore until asset prices stop making sense. Your portfolio can hit ATHs while groceries, rent, insurance, and housing still make you feel poorer. Sometimes inflation does not look like panic. Sometimes it looks like a bull market.

Money supply is skyrocketing: Global money supply is now up to a record $121.9 trillion. Over the last 2 years, money supply has soared +$17.1 trillion, or +16%. This also marks a +$27 trillion increase, or +28%, since the 2022 low. This means that global money supply is surging +7% to +8% a year. Meanwhile, US M2 money supply jumped +$1 trillion YoY, or +4.6%, to a record $22.7 trillion. Money supply growth is accelerating.

That’s the part people keep missing. Our parents got “buy and wait” wealth creation. A lot of younger people got “optimize subscriptions and skip coffee” while rent, housing, healthcare, and food outran their paychecks. Budgeting matters, but you can’t coupon-code your way out of a broken affordability gap.

my boomer mom’s house appreciated $600,000 in 22 years. she did basically nothing to it. she didn’t invest. she didn’t grind. she didn’t “build multiple income streams.” she just bought a house in 1998 and waited. last week she sent me a Dave Ramsey video about cutting subscriptions. then i cancelled Netflix. my rent went up $300 the same week.

This is how FOMO gets dressed up as long-term thinking. Yes, great companies can look expensive and still 5x over 10 years. But “just buy it” only works if you know what you own, can survive a 40% drawdown, and won’t panic when the story gets tested. Conviction first. Entry second. Regret last.

You know that stock that you have been thinking about buying lately? Just do it. Do not worry about thinking that is "overvalued", because guess what? 10 years from now, it could be 5x the price and you will regret it...

Fair point, I didn’t meant you framed it as failure. Honestly though, making $1M is already a massive win. The hard part with markets is that even a great exit can feel painful when the stock keeps running after you sell. That’s the weird psychology of investing. You can make life-changing money and still feel like you “missed” something because the chart kept going. Been there done that.

@Scan_Edge_AI never said it was failure

This guy made $1M on $NVDA. Then missed another $1M by selling one year too early.

I’d choose the option that lets me sleep at night, not the one that looks best in a spreadsheet. The FHA route frees up $100k, but it costs about $683 more per month. That is real monthly pressure. The question is: can you reliably invest that freed-up $100k at a return high enough to beat the higher payment, mortgage insurance impact, and extra risk? If yes, FHA could make sense. If not, 20% down buys you lower payment, more equity, less stress, and more breathing room. Liquidity matters, but so does monthly freedom.

I’m looking to buy a house this fall for ~$600k. My lender gave me two options: • A 20% down conventional loan requires $134,579 to close with a monthly payment of $3,723. • A 3.5% down FHA loan requires $34,607 to close with a monthly payment of $4,406, freeing up $100k to invest. Which would you choose?

“Don’t miss out” is usually the most expensive sentence in IPO season. Great company, huge AI narrative, big customers, fast growth. Still does not automatically mean great entry on day one. IPO price, lockups, float, valuation, hype, and post-open demand matter. Amazing businesses can still be bad trades if everyone rushes in at the same door.

The new $NVDA rival officially IPO’s tomorrow… $CBRS will price itself at $185 per share which is much higher than the $150 marketed range. Cerebras has grown sales +76% YoY to $510M, & has a $20B OpenAI deal with $AMZN as a hyperscale customer. This will be the most successful IPO of 2026. Don’t miss out on it…