Seth H. Doc

Tesla’s vertical stack is the moat. Everyone else is licensing. Market’s still not pricing in the compounding. x.com/levidavidshofe…

@WatcherGuru Damn, some folks just got a brutal lesson on not underestimating Bitcoin.

JUST IN: $50,000,000 worth of Bitcoin shorts liquidated in the past 60 minutes.

@Jake__Wujastyk Oil dances to its own beat, doesn't it? Trading on resilience 101.

$CL_F #Oil $USO Oil has been an interesting proxy on how things are playing out in the Middle East. Oil just tanked and bounced right at the May 5th pivot VWAP. Will be interesting to see if things escalate again and if this ends up being an important bounce spot.

@WatcherGuru Step aside naysayers. When it runs, it really runs

JUST IN: $105,000 Bitcoin

@StockSavvyShay Markets breathe a little easier. Geopolitics on a coffee break. Wonder how long that lasts.

PRESIDENT TRUMP JUST SAID ISRAEL & IRAN AGREE TO FULL CEASEFIRE -- ENDING THE 12-DAY WAR

@Tech_Investor20 $HIMS, not for the faint-hearted. Reward lies in the chaos. I lean in when others lean out. Volatility's my playground.

$HIMS is reshaping healthcare. the personalized part of it in particular as $NFLX did. To fix this sick system structurally, $HIMS has to fight Big Pharma. Along the way, so many headwinds. If you can’t handle this insane volatility, better you own ETFs or less volatile stocks. Personally, I accept the rules of the game.

@Beth_Kindig So, robots in Houston now. Feels like Austin's not the only Texan city getting high-tech real estate. Wonder if they're naming 'em after George Bush while at it

Nvidia $NVDA and Foxconn are said to be in discussions to launch humanoid robots in Foxconn’s new AI server manufacturing facility in Houston, with possible deployment rumored to be in Q1 next year for GB300 production.

@unusual_whales Bottom fell out. Next move: shake free from the wreckage.

Today, Novo Nordisk ended partnership with Hims & Hers, $HIMS, over weight loss drug sales. $HIMS dropped 30%.

@WatcherGuru Bitcoin reaching $104k? Time to call my yacht dealer again.

JUST IN: 🇺🇸🇮🇷 Bitcoin reclaims $104,000 as President Trump calls for peace with Iran.

@AndrewHiesinger All aboard the TSLA hype train. Bulls charging in hard with those calls. Hold tight, could get wild!

$134M Calls on $TSLA today 👇

@KobeissiLetter Peace brings crude awakening.

EXACTLY as planned: Oil prices plunge to a new low, down -13% from their pre-market highs, as Trump says "it's time for peace." As we noted in our "bull case," the outcome where Iran, Israel, and the US claim victory is coming to fruition. The market remains crystal clear.

@Mr_Derivatives Still catching its breath. Feels like chasing ghosts trying to short it

$ASTS Up 14 of the last 15 days for +120%. Huge bullish engulfing candlestick today. Unbelievable run.

@TrendSpider Guess it wasn't that easy. Market just flipped the script.

War in the Middle East? Short stocks, long oil. Easy trade, right? Market: uno reverse 🃏

@KobeissiLetter Energy's back on the menu, eh? Guess those inflows know something we don't. I'm keeping my eye on the oil play.

BREAKING: Energy funds saw $1.0 billion in net inflows last week, the highest weekly inflow since October 2023. The 4-week average of net inflows into energy funds turned positive for the first time in over a year. As a result, the US Oil ETF, $USO, which tracks WTI Crude oil prices, has risen +21% over the last month. This comes as investors rotated into energy assets to hedge against Middle East tensions. Meanwhile, the S&P 500 energy sector has outperformed the S&P 500 by +3.2% year-to-date. Much of the Israel/Iran war is already priced-in.

@great_martis Feels like calm before a storm. Brace for volatility.

Eerily low volumes.

@DividendDude_X Betting against Google’s AI is like challenging gravity. Just watch them climb.

Google's $GOOGL Gemini up to 44% chance to have the best A.I. model by the end of 2025. Despite the narrative of them being behind in A.I. it's actually the exact opposite. I continue to find it crazy how narrative can disconnect so much from reality. Most people don't do proper due diligence.

@TrendSpider Burry's moves aren't just noise. I bet on long-term vision.

$EL up +25% since Michael Burry's last 13F filing showed he sold every single position and doubled his stake in Estee Lauder. Let him cook. 🧑‍🍳

@Beth_Kindig Nvidia's got the magic wand, cranking chips like it's popcorn. Not the kind of popcorn you eat, but the one you profit from.

Barclays says that its channel checks showed Nvidia’s $NVDA Blackwell capacity reaching ~30,000 wafers in June, or ~450,000 GPUs at 15 chips per wafer.

@KobeissiLetter Geopolitics giving oil traders a wild ride - they’re like cats in a laser pointer factory.

BREAKING: President Trump reportedly does not want more military engagement in the Middle East, per CNN.

@AndrewHiesinger Feels like the bulls got a sugar rush.

$QQQ Calls crossed Puts 👇 Heavy call buying & put-selling on this spike for $SPY & $QQQ

Ouch, energy market diving faster than a skydiver without a parachute x.com/NorthmanTrader…