Blieel - DB invseting.
76 posts
SaaS is inverse semi which makes no sense. Tech sector use to go up in unison
Can’t wait for the day SaaS & Semis go up together
Sam Badawi@Sam_Badawi
The software $IGV carnage continues. $KVYO -7.09% $TTAN -6.89% $IOT -6.49% $NOW -5.58% $TEAM -4.87% $PLTR -4.81% $WDAY -4.48% $ZETA -4.44% $CRM -3.68% $ZS -3.34% $GTLB -3.07% $DDOG -3.05% $DT -2.99% $RBRK -2.98% $PAYC -2.89% $S -2.87% $OKTA -2.53% $ADBE -2.28% $PANW -2.24% $CRWD -1.83% $FTNT -1.73% $NET -1.28% $MDB -1.17% $SNOW -0.84%
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My first time adding to $RKLB after buying under $8 in 2024.
I trimmed majority this year with a whopping 1500% gain but I’m ready to load up 🚀
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Data centre demand to 4x by 2035
This is bullish for memory , compute & connectivity
Memory : $MU $DRAM $DISK
Compute : $NBIS $IREN
Connectivity: $CRDO $AAOI $LAZR
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$SLV Silver Trust Forecast — July 17, 2026
You may not need another silver forecast after this.
This video presents a comprehensive geometric analysis of $SLV, outlining the key structures, levels, and potential path forward.
🎥 Watch the full analysis:
youtu.be/diHv2WYdQ4k
📺 For the clearest view of the TradingView charts:
Set the YouTube player quality to 1440p (HD). Click the ⚙️ Settings icon → Quality → 1440p.
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$SPY $QQQ $IWM $MDY $RUT $DIA $SDOW $SOXX $SOXS $SMH $NVDA $TSLA $YINN $VIX $VXX $TLT $BTC $GLD $SLV $SVXY
YouTube
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$IBM: This Single Stock Bubble Burst Is Different
Greed is fragmented. Panic is synchronized.
That distinction may explain the dramatic difference between $IBM’s ascent and its recent decline.
On the way up, the large blue gap-ups were generally not backfilled. However, they were also significantly smaller than the most recent gap-down—a true vacuum implosion.
Why?
Greed takes time. Panic does not.
IBM Price target is shown below.
--- If you prefer, please continue reading with better formatting here, no login, free access:
astrozan.substack.com/p/ibm-bubble-b…
During an advance, buying tends to arrive in fragmented waves. Different participants enter at different times, and capital gradually chases price higher. The result is more like an escalator up.
During a panic, however, selling can become synchronized. Multiple participants rush for the exits simultaneously, creating a sudden vacuum in liquidity. That is the elevator down.
In the chart:
Yellow marks = gap-ups
Aqua marks = gap-downs
The magnitude of the latest blue gap-down is notable. My expectation is that this gap will not be filled anytime soon. Those who bought near the highs may have been caught in a significant distribution event.
My current geometric projection points toward approximately $175 by early September. The early-September time window is also appearing across multiple tickers as a potentially important period for reversals and/or price confluence.
The chart may be telling us that $IBM’s bubble did not simply deflate—it experienced a synchronized liquidity vacuum, like Silver / Gold end of January. KOSPI / SOX collapsed slower under their own weight, a different burst style; Heavy Weight Gravity Fall.
Note the wedge has a future extension I do not discuss here to a lower price that will erase the entire mountain of froth from 2024.
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US Oil Spot Price #WTI $USO Forecast. 07/20/26
Oil this evening closed the small gap it had overhead from before by jumping above the gap itself, go figure! See the rectangle in the picture.
Tonight’s candle rejection level opened the door for defining the oil target. See the blue wedge in the picture.
#WTI target: $90.50 between July 28–31 on CL1!.
I think it safe to buy oil until then.
At $90.50, there is a massive geometric wall. Must drop then and there exactly end of July for a while into early August, before the oil price can continue higher. Maybe some temporary positive news early August.
The final higher target for oil is known, do you see the .....
Only members will see the final higher geometric target, a different more detailed version of this post is here:
astrozan.substack.com/p/oil-spot-wti…
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If this deal goes through, based on the latest MS report, the share of NVIDIA compute at @AnthropicAI will be meaningfully over 50%, up from ~0% earlier this year 🫣
*Walter Bloomberg@DeItaone
META IN TALKS TO LEASE COMPUTING POWER TO ANTHROPIC IN POTENTIAL $10 BILLION DEAL - NYT
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This decline is no different than all the others. Bubble bears will be in shambles again when we’re making new ATHs
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$AAPL being priced like nothings wrong- margins intact, no demand destruction
>I think the market is *delusional*. There will be margin impact AND demand destruction
The price increases they passed thru do not protect their margins, they only lessened the damage. And more price hikes are likely coming
Market is whistling past the graveyard
BuccoCapital Bloke@buccocapital
$MU -30% lol
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Scanning for leading stocks (outperforming at least 85% of the $SPY) near the 50SMA... ⬇️👀
Texas Instruments $TXN
Seagate $STX
Western Digital $WDC
GE Vernova $GEV
Corning $GLW
Warner Bros Discovery $WBD
Nucor $NUE
Franklin Resources $BEN
Cummins $CMI
FedEx $FDX
Caterpillar $CAT
Viatris $VTRS
Cisco $CSCO
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