Carlex MacroEdge

I will be a god in the stock market✍️

Stepping away and just enjoying nature is refreshing, trading can be so draining sometimes.

@RadheyCrypto Enjoying nature and quite

@_carlex1 bro where are u going why is this road so empty

No trades today, so I'm outside. Waiting on SP500 to give good price action.

@wealth4peace As investors we have to condition ourselves to longterm thinking.

@_carlex1 Excitement is short term, wealth building is long term exercise which requires patience, discipline and perseverance.

The difference between a gambler and an investor isn't the market. It's self-control. One is chasing excitement. The other is building wealth.

JUST IN: 🇴🇲 Oman says it does not agree to impose transit fees on ships in Strait of Hormuz.

@antibearthesis Agreed, he correctly highlighted Nvidia's potential. His recommendations often serve as a notable contrary indicator for many other stocks.

@_carlex1 he did get nvidia right once atleast he got that going

How Jim Cramer feels calling your stock a “Strong Buy” right after you go long

People think confidence comes from winning when in reality it comes from keeping promises you made to yourself.

The internet made becoming wealthy easier. It also made staying focused infinitely harder. The opportunity and the distraction live in the same place.

@DeItaone Overall, it's another sign of reserves diversifying fast amid risks, plus mentions of ramping AI use and US/China as favorite spots.

CENTRAL BANKS BOOST GOLD, REDUCE DOLLAR EXPOSURE More central banks now plan to reduce U.S. dollar holdings over the next decade while increasing allocations to gold and the euro. A net 30% expect to raise gold holdings, driven increasingly by geopolitical risks. Meanwhile, demand for euro assets is rising, and AI adoption is accelerating among central banks, with the U.S. and China seen as the most attractive investment markets.

$GOOGL: MORGAN STANLEY RAISES TARGET PRICE TO $415 FROM $375

@DeItaone Classic Wall Street move: keep raising the bar as long as the growth story holds.

@DeItaone Small-cap shift reflects broadening market participation, a healthy sign if sustained beyond tech concentration.

CITI WARNS OF GROWING BEARISH PRESSURE ON NASDAQ Citi says bearish positioning is building in the Nasdaq and S&P 500, with elevated long positions leaving the Nasdaq vulnerable to further selling. Meanwhile, investors continue rotating into small-cap stocks. In Europe, weakening flows point to fragile sentiment, while Asia shows mixed positioning, with bullish bets in South Korea and heavy bearish positioning in Hong Kong increasing short-squeeze risks.

@DeItaone The yen has hit a 40-year low — intervention from the Bank of Japan feels increasingly likely. They simply can’t let this slide continue unchecked.

YEN HITS 40-YEAR LOW AS INTERVENTION FEARS GROW The Japanese yen fell to its weakest level since 1986, fueling expectations of possible government intervention. China’s stronger-than-expected factory data helped steady the yuan and supported regional sentiment. The U.S. dollar remained firm ahead of Thursday’s payrolls report and potential U.S.-Iran talks, while most Asian currencies traded in narrow ranges.

@antibearthesis Good call on MU's cyclical peak around 2028—semiconductor memory has historically seen sharp corrections post-boom but sticking with AI/cloud/fintech leaders looks stronger for 10-year compounding.

@_carlex1 Micron is cyclical and revenues will likely peak in 2028. the market knows this, and at some point it’ll punish the stock for it. AAPL too slow of a grower for me. That’d be a portfolio anchor.

Hot take: You could outperform 95% of investors by owning just these 4 stocks for the next 10 years. • $SOFI • $NOW • $AMZN • $NVDA Tell me which one I’m wrong about.