Rick van der Huigeens

$NDX is at 29,000. Based on its historical performance it should be around 26,000. The market needs to correct -10% to be reasonable. #StockPortfolio #stockmarket #stocks #economy #semiconductors #nvidia $mu $sndk $amd $nvda $intc $nbis $iren

@zerohedge @grok what does this mean ? Impact on stocks ?

Empire manufacturing 19.6, Exp. 7.2, Last 11.0

Cerebras IPO #cbrs will mark the market top and then we'll have 2-3 weeks of AI stocks correction.

@StockSavvyShay This will mark the top of this stage. Starting tomorrow the markets will crash over the next 2-3 weeks.

The long-awaited $CBRS IPO is here. I’ll be tracking it closely because Cerebras is attacking one of the biggest AI infrastructure bottlenecks by running massive models faster, cheaper and more efficiently as the market shifts from training to deployment. The biggest validation point is OpenAI agreeing to buy up to 750 MW of Cerebras compute capacity over three years with capacity rolling out through 2028. That is a serious demand signal from one of the largest compute buyers in the world.

@firstadopter The whole market feels very fragile at this point. Got a feeling we'll see a big dip in the next 2-3 weeks.

Looks like I nailed the top for Qualcomm stock after a parabolic move up. After being the worst-performing stock two days ago, it's the second worst-performing stock in the entire stock market so far today. $QCOM is all hat, no cattle

@ptuomov @dampedspring @grok which stage are we in now ?

THE LIFE CYCLE OF A BUBBLE 1. A genuine advancement creates real productivity gains. A real technological or economic improvement increases productivity and leads to genuine revenue and earnings growth. 2. Stock prices leak into reported profitability. Rising stock prices improve reported earnings, financing conditions, collateral values, and perceived business performance. 3. Reported profitability drives real investment. Companies increase hiring, capital spending, construction, expansion, and speculative investment because of their own or their customers’ reported profitability. 4. Bubble beliefs and abandonment of present-value discipline. Investors stop focusing on discounted cash flows and begin relying on continuing gains from the greater fool theory, believing they can sell later at a higher price. 5. Inflows from sideline investors. Previously cautious investors enter the market in large numbers. New money from existing and new investors participation drive prices higher. 6. Extreme overvaluation. Prices rise far above historical normal multiples of reported fundamentals, even ignoring the fact that reported fundamentals have been driven by rising stock prices. 7. Issuance. Companies take advantage of high valuations through IPOs, secondary offerings, stock-based acquisitions, SPACs, and insider selling. 8. Exhaustion of inflows. The flow of new investors starts shrinking while existing investors approach their risk and leverage limits. Volatility and dispersion grow and gains become less uniform across stocks. 9. Earnings disappointments from slowing price appreciation. As stock prices stop rising rapidly, the earlier boost from higher valuations into earnings weakens or reverses. Companies begin missing expectations. 10. Stock-price collapse with high volatility. Confidence in both the fundamental growth and in the greater fool theory break down and prices fall sharply. Volatility rises further as leverage unwinds. 11. Bear-market rallies and progressively greater exhaustion. Bargain hunters and frustrated latecomers repeatedly buy the dips, creating violent temporary rallies that fail. Markets make lower highs and lower lows. 12. Capitulation, abandonment, and normalization. Bubble participants eventually give up in disgust or exhaustion. Volatility falls, valuations normalize, and the market returns to more ordinary behavior.

@firstadopter @jrichlive @grok what could possibly happen next ?

YOU'RE NEVER GONNA BELIEVE WHAT HAPPENED NEXT

@GavinSBaker @grok based on this statement provide a list of 10 stocks that will do extremely well going forward.

Interesting that datacenter semis, which are super leveraged to this given high compute intensity, are trading at their biggest discount to industrial semis in the last 5 years with more derisked estimates. Positioning in semis also at 5 yr lows per GS. nytimes.com/2023/01/07/tec…

@kakashiii111 @grok verify this information.

Any company that thinks we are short on GPUs, SMCI would be happy to sell you some. They have billions worth of racks sitting around waiting for clients.

@unusual_whales Israel assets like Gorka shouldn't be in the American administration.

@DeItaone Again Jewish propagandists pushing America to war with Iran to triple the gas price and destroy US economy.

IRAN “FRIGHTENINGLY CLOSE” TO NUCLEAR WEAPON, US OFFICIAL WARNS Energy Secretary Chris Wright told lawmakers that Iran is “frighteningly close” to producing weapons-grade uranium. He said Iran could be “weeks away” from reaching weapons-grade enrichment, noting that while weaponization would still be required afterward, the country is nearing a critical threshold. Wright added that Iran’s uranium enrichment at 60% places it much closer to the 90% level needed for weapons-grade material, calling the situation “very concerning.”

@InTheAssembly Aschenbrenner might disclose a position in $MRAM ?

This Friday May 15, every fund over $100M legally discloses Q1 2026 trades to the SEC. Including: – Leopold Aschenbrenner – Warren Buffett – Stanley Druckenmiller – Bill Ackman And more. We will break down every major filing the moment it drops. Follow with notifications on.

@unusual_whales This is what America fighting Israel's wars brought us - double gas prices! You can't hate Jewish Supremacy enough.

Iran has said that controlling Hormuz will double oil revenues.

@charliebilello @SecScottBessent is a ducking imbecile phaghott.

The US collected a record $327 billion in customs duties over the last 12 months, which was over 3x higher than what was collected in the 12 months prior ($94 billion). Who is bearing the cost of this additional tax? Mostly US consumers via higher prices.

@IvanTheK Imbecile @SecScottBessent and @GOP do you get it? Elections will be a bloodbath for treasonous Republicans who destroy America's economy for Israel's wars and supremacy.

@mikeharrisNY The country is called Israel.

Don't worry about the CPI and hot PPI. It's for the good of the country and the world.

@financialjuice Hey imbecile @SecScottBessent how do you like your PPI print this morning? You fking phaghott traitors pimped by Israel and Jewish Supremacy would rather destroy US economy for Israel's wars.

⚠️🔴 US PPI YoY Actual 6% (Forecast 4.8%, Previous 4.0%, Revised 4.3%) US PPI MoM Actual 1.4% (Forecast 0.5%, Previous 0.5%, Revised 0.7%) US Core PPI YoY Actual 5.2% (Forecast 4.3%, Previous 3.8%, Revised 4%) US Core PPI MoM Actual 1% (Forecast 0.3%, Previous 0.1%, Revised 0.2%)

@lisaabramowicz1 @StanphylCap Hey imbecile @SecScottBessent how do you like your PPI print this morning? You fking phaghott traitors pimped by Israel and Jewish Supremacy would rather destroy US economy for Israel's wars.

When you strip out food, energy and trade, US producer prices surged the most in April in five years on a year over year basis.

@StockSavvyShay Hey imbecile @SecScottBessent how do you like your PPI print this morning? You fking phaghott traitors pimped by Israel and Jewish Supremacy would rather destroy US economy for Israel's wars.

MACRO DATA JUST DROPPED • PPI 6.0% YoY vs. Est. 4.9% • PPI 1.4% MoM vs. Est. 0.5% • PPI Core 5.2% YoY vs. Est. 4.3% • PPI Core 1.0% MoM vs. Est. 0.3%

@wallstengine Hey imbecile @SecScottBessent how do you like your PPI print this morning? You fking phaghott traitors pimped by Israel and Jewish Supremacy would rather destroy US economy for Israel's wars.

PPI 6% YoY, Est. 4.9% PPI 1.4% MoM, Est. 0.5% PPI Core 5.2% YoY, Est. 4.3% PPI Core 1% MoM, Est. 0.3%