shah

This country cannot even copy paste a tweet from Americans 😂. @realDonaldTrump should have sided with @narendramodi and led geopolitics, instead squandered it all by getting @CMShehbaz these 🤡 on the team

@JonahLupton @alphacharts365 @crackr @RealSimpleAriel

@alphacharts365 @crackr @RealSimpleAriel If it happens it probably means $QQQ is down at least -40% from the highs, probably -50% or more. I’d say 1-2% chance of that happening.

I have no idea when this war ends or where oil prices will be in 3-4 weeks or 3-4 months... however, I believe we're seeing some the biggest dislocations between fundamentals and valuations... and therefore some the best buying opportunities we've had in the past 3+ years. 12 charts that caught my attention today... 1) $MU down -32% since earnings, now trading at 3.5x NTM eps, trying to bounce off trendline 2) $ONDS down -48% from January highs, trading at 9x NTM revs, revenues expected to grow at triple digit CAGR for next few years, bouncing off the 200d ema 3) $TMDX down -40% from highs, trading at 4x NTM revs, trying to bounce off VWAP from 2022 lows 4) $NVDA down -22% from highs, trading at 20x NTM EPS, trying to bounce off VWAP from April 2025 lows

@BigCheds More equities please and less crypto except the main ones like $BTC

How can I improve my feed? What would you like to see more or less of? Don’t hold back Be honest and harsh if needed

I see it as miner capitulation. Bears also seem to get exhausted. Everyone and their mother calling for $40k $BTC. Maybe we reverse course here

@SenSanders @RepAOC $IREN has been put on notice! 📉

It's time for a moratorium on the construction of new AI data centers. My press conference with @RepAOC. twitter.com/i/broadcasts/1…

@willywoo @TedHZhang Load up on $CRCL $USDC

Musk hiring Benji is a hint that X as it extends into a finance app will include crypto.

@RealSimpleAriel Yeah, I was surprised to see how low its Market cap is relative to Revenue and earnings. PEG 0.6. Bought in full position. Positional trader like me will now just sit and chill on it

@barejayogi acts like it!

Market is possible shaping up for a follow through day as soon as tomorrow and we have massive strength in Space names $ASTS $PL $RKLB and we have data center stocks coming to life as well $NBIS $WULF $HUT $CIFR. $SMH also on the verge of reclaiming the 50sma and we know how much of a lift that would be for the markets. $AMD $ASML $KLAC $LRCS $ARM $NVDA $INTC. Still a long day but these are positive developments.

@RealSimpleAriel I agree with your take and happy to sit this one out. Plenty of other opportunities that will come when the market is ready. The market is not even close to ready right now.

@barejayogi Better. But you still don’t need it yet. If you’re thinking it can do what you want it to do, it’ll establish itself above the 200sma for weeks or months. Look at a name like $MRVL for example

Bear markets are a breeding ground for fresh opportunities and new leadership. Embrace the pullbacks because they don’t last forever.

@RealSimpleAriel What do you think now? 😉

@RealSimpleAriel Watching if it can close above the 52 week high. $ARM usually lags the $NVDA and other leaders. Lets see, I am still not convinced given the sky high valuation too

@TraderJohnny_ You did get a big push out today! 😆

$CRCL looks amazing here. Will be looking to add to my position today if we get a push out of this flag.

@taradaktyll I doubt that happens because $COIN and ripple tried that before the IPO and it did not work. Jeremy still holds significant shares as a founder and with the help of investors like blackrock should avoid a takeover

@barejayogi I think a major financial institution probably acquires $CRCL before it hits a $1 T mkt cap, but who knows - we are certainly living in interesting times

Why the Tokenization of Assets Will Create a Perma-Renter Class 🧵 Right now, the US government funds itself by issuing Treasuries. Foreign governments, pension funds, banks, and investors buy them. The dollar’s reserve status is sustained by the fact that everyone needs Treasuries as collateral, as reserves, as the “risk-free” asset. The entire global financial system is built on this. Stablecoins flip the funding mechanism. Instead of the government issuing debt that pays interest to bondholders, stablecoin issuers (Circle, Tether, eventually BlackRock) hold Treasuries as reserves backing the coins — but the users of the stablecoins don’t earn that yield. The issuer does. So the government still sells Treasuries, but now the buyer is a stablecoin issuer who captures the spread between the yield they earn and the zero they pay users. The government gets funded. The issuer gets rich. The user gets a “dollar” on their phone that earns nothing and is fully traceable. First order effects: The demand base for Treasuries shifts from sovereign buyers and institutional investors to stablecoin reserve managers. This actually solves the “who buys our debt” problem — if ordinary people are holding dollar stablecoins on their phones (per Fink’s 2026 letter), the issuers backing those coins need trillions in Treasuries as reserves. That’s a captive buyer base that — unlike sovereigns — doesn’t care about yield, doesn’t threaten to dump on grievance, and can be regulated into compliance. The Treasury gets reliable demand. The Fed gets a transmission mechanism that reaches every phone on earth. The surveillance state gets a complete transaction record of every dollar that moves. Second order effects: Savings get destroyed. In the current system, if you hold dollars in a bank, you at least theoretically earn interest. In a stablecoin system, you hold a token that’s worth $1 but earns nothing — the yield goes to the issuer. This is a silent transfer of wealth from holders to issuers. Multiply that by billions of users and you’re talking about the largest rent extraction in financial history, dressed up as “financial inclusion.” (cont’d below)

@taradaktyll I subscribe to this vision of the world too. In this future, I refuse to believe a company like $CRCL which will likely become the financial OS of the world will be valued less than a trillion dollar (market cap)

“Views expressed are my own and do not constitute investment advice or a solicitation to buy or sell any security. They do not reflect the views of my employer.”

@wsfoxley $IREN team 😆

Bitcoin miners buidling Tier 3 data centers

@bvrrkin @mikealfred No, Its trading around $40, I can see it around $5 in a few months

@barejayogi @mikealfred Don’t u think ur a little late lol

Most can't see it yet but I am watching up close as IREN positions itself to make a run at being one of the largest companies on the planet. There are no guarantees of anything in life but IREN has all the right ingredients. Let's freaking go.

@LEAPTRADER_ Yeah that is already priced in. They are going to dilute shareholders into oblivion while the energy prices rise. Thanks, ofcourse have my stop losses are in place if I am wrong. All the best 🤝

@barejayogi Be careful, they’re solving the bottleneck of AI

Here are 5 strong-conviction names I’m closely watching through the current market fear and volatility: $NVDA trading near $172 right now. I’m targeting well north of $400 by 2028. $AVGO sitting around $310. Looking for $600+ heading into 2028. $IREN currently ~$41. I see a realistic path to $100+ over the next few years. $HOOD hovering near $71. My longer-term goal is $150+ by 2028. The market is full of hesitation and selling pressure at the moment, but time and again these sharp pullbacks end up being the “obvious in hindsight” entry points. Patience tends to reward the prepared.

@TheCryptoCPA Taxes and sorry but @cointracker_cs wasn't helpful. Had put everything in google gemini before filing

What's your biggest pain point when dealing with crypto?