Strait of Hormuz ship traffic — latest public daily series.
Latest reading: 2026-05-25: 9 crossings (-7 vs prior reported day).
Still far below the pre-war normal zone (~140/day).
Source: Windward Daily Intelligence.
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West Block Capital, LLC
335 posts
West Block Capital, LLC
@WestBlockCapit1
Swing trades, mean-reversion, trend/momentum, options. Daily timeframe. No day-trades.
Alameda, CA Katılım Mayıs 2021
1.5K Takip Edilen249 Takipçiler
PAAS trade setup
Buy stop: 55.65
Stop loss: 50.45
Risk: 9.3%
Targets: 60.85 / 66.05 / 71.25
Channel-support reversal attempt. Research only — not financial advice.
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Strait of Hormuz ship traffic — latest public daily series.
Latest reading: 2026-05-24: 16 crossings (-5 vs prior reported day).
Still far below the pre-war normal zone (~140/day).
Source: Windward Daily Intelligence.
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@MichaelMOTTCM There is no deal, and there isn’t going to be a deal.
Fade “the deal”
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So there is still no deal, and yet oil is down, and futures are up.
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And he just sat there
Buying fertilizer stocks
Like a psychopath
PiQ@PiQSuite
US Fertiliser Crisis 2026 — Facts & Figures *All facts verified against AFBF primary source
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@aleabitoreddit What about $LEU for nuclear fuel in the u.s.? Would/could be a long term hold.
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All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade.
Especially given $NVDA pushing shift to 800 VDC.
Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world.
What's your pick?
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$LEU closed at $179.36, sitting below its 50-day and longer averages.
Recent chart show lower highs and lows with the momentum line negative. RSI around 43 no strong rebound signal yet. Volume stayed near average.
More downside ahead or reversal brewing? Drop your take below 👇
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LEU swing trade setup
Buy stop: 185.16
Stop: 163.27
Risk: 11.8%
Research only — not financial advice.
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🧬 PACKAGING IP
🟢 $ADEA - Hybrid bonding IP - every HBM chip in NVIDIA Blackwell, AMD MI300, and every AI accelerator uses it. AMD $437M backlog. 60% adj. EBITDA margin. Just renewed Google IP license (May 12). 14 named pipeline counterparties per Roth Capital.
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🚨 $NVDA just said it: “Physical AI is here.”
The trade isn’t $NVDA at $221 anymore.
It’s the entire stack $NVDA needs to build it:
🏗️ Substrates: 🟢 $SIVE (lasers), 🟡 $AXTI (InP)
💡 Optics: 🟠 $GLW, 🟠 $LITE, 🟠 $COHR
🧬 Packaging IP: 🟢 $ADEA (every HBM chip uses it)
🧊 Cooling: 🟠 $VRT, 🟠 $MOD
🤖 Embodiment: 🟢 $KRKNF (underwater), 🟠 $SYM (warehouse)
🔬 Validation: 🔵 $AEHR (photonics burn-in monopoly)
$NVDA earnings tomorrow at 5pm ET.
Physical AI is a 10-year buildout. We’re in year 2.
The mega-caps protect you. The small caps make you (and can break you).
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$ADEA will be a big mover in 2H 2026. Just needs some more eyes on it and the next break of $30 sends it.
Rosanna Prestia, MBA@RosannaInvests
🧬 PACKAGING IP 🟢 $ADEA - Hybrid bonding IP - every HBM chip in NVIDIA Blackwell, AMD MI300, and every AI accelerator uses it. AMD $437M backlog. 60% adj. EBITDA margin. Just renewed Google IP license (May 12). 14 named pipeline counterparties per Roth Capital.
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SEC Form 4: Insider activity just showed up. Size and direction are worth a look.
Fawcett John J. (Director) bought 698 shares avg $86.43; now holds 11K.
Source: SEC
$BFH #SEC #Stocks
sec.gov/Archives/edgar…
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$NOW these targets I shared in my Deep Dive a while back...
They still stand.
$NOW to $185.
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$NOW Conditions are finally met.
Price has pushed right into the downtrend line with momentum, RSI has flipped back into a bullish regime, and the higher / low structure from $88.20 is intact. Compression + momentum = breakout window.
Next week is the first real shot at a clean BO. (Breakout)
Trigger = daily close > $103.20–104
Confirm = hold above it
Invalidate = < $98.80
If it breaks:
$108.50
$112–115 gap zone
$122–125 measured move
AI panic repricing is fading. SaaS is re‑rating. $NOW is positioned to lead.
Breakout attempt loading.
PtsP@ptsp86
Conditions are met $now BO next week?
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$NOW still looks very interesting to me long-term 👀
Deep corrections in strong software companies often create the best opportunities.
TheWaveCount@TheWaveCount
$NOW down ~60% from ATH📉 - Trading well below the 2-week 200 EMA - Sitting in a relevant higher-timeframe Fibonacci zone Very similar setup to what we saw with $NVO. This is a zone where big long-term reversals often start to form. not financial advice
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BFH swing trade setup
Buy stop: 89.14
Stop: 84.00
Risk: 5.8%
Research only — not financial advice.
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ADEA swing trade setup
Buy stop: 27.34
Stop: 25.66
Risk: 6.1%
Research only — not financial advice.
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NOW swing trade setup
Buy stop: 104.70
Stop: 91.96
Risk: 12.2%
Research only — not financial advice.
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PBF swing trade setup
Buy stop: 43.64
Stop: 40.40
Risk: 7.4%
Research only — not financial advice.
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