Vii

@cryptomanran imo w bitcoin price declines it a time bomb. as long as it goes up its not a problem

I have a serious question. What happens if STRC doesn't go back to $100? The way I see it is a follows: - Holders of STRC receive the dividend regardless of the price. - If STRC doesn't go back to $100m then Saylor can't sell more to buy BTC. - That is bad for BTC because the market will realize that the biggest buyer can't raise cash. -If STRC has one or 2 months where it doesn't hit $100 the market realizes that its not actually worth $100, it could be worth $70, $50, who knows... - As soon as that happen we get a death spiral of sorts where Saylor has to keep raising the yield to try get it back to $100. The only problem is that the more he raises the yield , the more BTC he may need to sell... What am I missing? Serious comments only please.

$NVDA - Dump on liquidity after ER. Then boost it after this week’s opex? would be cute

@Mr_Derivatives whats better to be long SW or short semis?

Today will be the 4th straight day $IGV is outperforming the $SOXX etf.. When rubber bands are so stretched….

@kpak82 is it really that bad to trade without stops?

$ES_F Everyone that was riding short got stopped out, unless your stop was more than 50 points. Crazy.

@TheJudgeCNBC @HalftimeReport @CNBCClosingBell gotta be Tom Lee?

A rate HIKE in July? One of the biggest bulls on Wall Street making that call today... @HalftimeReport @CNBCClosingBell

$CBRS I would be a buyer at 150

@VolSignals where is this news posted? curious

UBS’s Early Warning Signal Flashing RED, signaling a high probability of a -5% move in SPX over the next month. On average, when UBS’s Early Warning Tactical Indicator flashes -1 st deviation, 1M forward returns average -3.5%; The current signal is at -3.7 st deviations... the lowest reading since COVID. Importantly, all 13 sub-components that go into generating this signal have worsened over the past week aside from Corp HY spreads, with equity positioning the biggest driver of the change in signal. -UBS this AM

@MarketDecodeHQ @MikeZaccardi @yardeni they want retails other 50% at least ridiculous ath prices

@MikeZaccardi @yardeni This 21% LTEG is a consensus trap. Wall Street is dangerously extrapolating a cyclical tech CapEx boom into a permanent economic baseline. When forward estimates detach this violently from actual GDP growth, a brutal macro repricing is inevitable.

Analysts expect S&P 500 earnings to grow at a 21% annual clip over the next 5 years... above the dot-com boom peak @yardeni Will the 'expected earnings' bubble pop?

@KobeissiLetter these are the worst deal makers in history - both sides

BREAKING: Iran has responded to the US' list of "conditions" to reach a peace deal to end the war. Iran's conditions include: 1. Ending the war on all fronts across the Middle East 2. Lifting of US sanctions on Iran 3. Releasing of all Iranian frozen funds 4. Compensation for war damages 5. Recognition of Iran’s sovereignty over the Strait of Hormuz The US explicitly lists two of Iran's five conditions as NOT occurring in their "pre-conditions" for a deal.

@conksresearch this is just like the government saying we must have insider trading. they don’t even care to dance around things anymore. might as well just say were going to inflate because debt is to high and we want to avoid recession before midterms

Inflation data is highly manipulated and out of touch with reality, which is why we’re switching to a 12-month trimmed mean that agrees with our bias

@TJTheWheelDeal so dont buy $chipy then?

I remember sooooo many dividend flex posts with $MSTY. Is this still a thing or nah??

@HedgeVision twlo? where

Druckenmiller files his Q1 13F with new positions in $SNDK $TWLO $HUM, exits $GOOGL $DASH Top 5 Positions: 1. $NTRA, 18.14% 2. $INSM, 5.59% 3. $TSM, 4.96% 4. $EWZ calls, 4.81% 5. $RSP calls, 4.67% -Top Buys: $RSP calls $YPF $NTRA $STM $AVGO -Top Sales: $XLF $RSP $AMZN $WWD $TEVA -Top New Positions: $RSP calls $AVGO $ARGT $CAI $RVMD -Top Exited Positions: $FLUT $Z $WOLF $XLF $RH Top 25 positions ⬇️

@kpak82 doubt they drop anything while markets open - everything been coming ah/pm or futures

$SPY (15min) bear flag

@HodlMagoo trump is 100/100 for taco so

There are essentially 2 options from here. 1) Yield curve control 2) Taco on Iran

@TheBTCTherapist Jim in the morning is always so animated!

Michael Saylor bought a billion dollars in BTC today and another billion in BTC earlier this week. This clip of Jim Cramer really sums it up. “This man is not to be trifled with — by any means necessary Michael Saylor will defeat the shorts.” MSTR bears should be trembling.

@1769_alex ah great idea i have been missing all overnight moves. i thought that was good risk aversion but miss out on all the action.

This is why you must trade $SPX so you can get out overnight 😉

@PeterSchiff It sounds like the Feds going to do what they have to do right? So if they do send inflation soaring then we get higher market and higher prices. If they don't then we get a recession. That the gist of it? What does everyone think is most likely. Warsh seem to be for inflation.

The yield on the 30-year Treasury is now 5.1%, the highest since 2007. The 10-year Treasury yield is 4.55%, the highest since the Liberation Day selloff. This may set off a major bond market collapse that will send yields soaring unless the Fed sends inflation soaring instead.

@Barchart i bought

BREAKING 🚨: Nike $NKE falls to its lowest price in almost 12 years 📉📉

@zerohedge mstr calls?

Four Signs That Bitcoin Has Recovered To 'Full' Bullish Momentum zerohedge.com/crypto/four-si…

@Barchart almost 4% risk free is nice

$8.2 Trillion is now sitting in money market funds, an all-time high 🚨🤑