@stocktalkweekly This is relevant to anyone bragging about percentage gains without showing amount.
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beroccan
868 posts
Anyone doing "small account challenges" is an amateur or a charlatan. No real trader would even consider it.
Why on earth would a consistently profitable trader, with millions of dollars in capital, spend time & effort trying to turn $10K into $100K? Makes absolutely no sense.
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@Investingcom Your apps after hours price action in watchlist stopped working today. Device: iphone
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*NETANYAHU: ISRAEL ACTED ALONE AGAINST SOUTH PARS; PRESIDENT TRUMP ASKED US TO HOLD OFF ON FUTURE SUCH ATTACKS
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@alc2022 At the same time you are saying this
x.com/alc2022/status…
Antonio Linares@alc2022
I'm pretty much fully invested in 7 stocks: 1. $PLTR 2. $SPOT 3. $AMD 4. $TSLA 5. $HIMS 6, $DUOL 7. $IBRX
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I can’t really see the scenario where stocks don’t go lower in the near term. Maybe that’s s bull case?
Market has been so desperate for a taco people have been making their own and forgot that in an actual war both sides have to agree to end it (or one has to surrender). They’re going to figure that out eventually.
The Fed’s cutting cycle is on its way to being completely priced out. 2 weeks ago, SOFR Z7 was 75bps lower than March 2026. Now it’s down to 25bps and IOR is comfortably above 2yr (meaning reserve managers are not buying the dip on the expectation the cutting cycle continues). If NFP is strong, it’ll wreck rates (at a time when financing has become increasingly important for the largest companies in the world) while if it’s weak I don’t think equities respond positively either.
And this all is coming at a time when AI is maybe not good enough to convince companies to replace workers with machines while business goes along as usual, but certainly is good enough to have companies attempt to use it for roles they had to cut because of economic pressure and potentially find out they don’t need to hire that role back.
It’s one thing to see some bearish scenarios and brush them off as priced in, that’s been a good strategy (most years have drawdowns of 10-15% routinely). But SPX is ~5% off all time highs…
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@Bluekurtic The Qatar LNG damage headline came out while Powell was live so this is quite irrelevant
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Highlights of Fed Chair Powell FOMC press conference:
He’ll stay on as Chair if a successor isn’t confirmed, and hasn’t decided on remaining on Board post his term.
He also says AI may boost productivity long term, but data center buildout is adding to near term inflation $SPY
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@NickTimiraos Would love to see the expectation forecast you usually post. Where is core PCE MoM avg estimate sitting at?
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Even though PPI in February printed high, the components that filter into PCE (including downward revisions for December) came in a bit lower than the sharp-pencils anticipated. February PCE is still expected to be firm, but a touch less so than anticipated before.
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@kryptoshillz @ShardiB2 Here you go. Just an FYI it’s a horrible low liquidity indicator that is always wrong. But twitter people still like to post it so they can get engagement 🤦♂️
ig.com/en/indices/mar…
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Oil coming down, weekend futures coming up and $BTC coming up
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Discover@0x_Discover
At 3:04 AM my trading system woke me up. "Signal detected. $50K opportunity. Execute?" I typed yes and went back to sleep. 11 seconds later the trade was placed. By morning: +$38,200 profit. The system is simple on paper: A Mac mini running four Claude agents. Each agent has a role: • Sentinel scans thousands of Polymarket markets • Oracle collects real-world signals from news and data feeds • Ghost executes trades quietly in small slices • Overseer monitors risk and stops bad trades But something strange happened recently. I found a log entry where one agent requested a paid API subscription. Another agent approved the purchase using trading profits. No prompt from me. Copytrade →t.me/PolyGunSniperB… No confirmation. I discovered it only after seeing the charge on my credit card. At this point I don’t really control the system. I mostly watch it run.
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@farzyness It’s clickbait and you fell for it hahahaha
I guess that proves your point. AI will win 🥇
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This is why AI will simply win everything.
Humans cannot compete.
ZER@zerqfer
my OpenClaw woke me up at 3:47 AM with one message: "found 6 markets resolving in next 90 minutes while US is asleep, need approval for $12K deployment" i typed "yes" and went back to sleep woke up to +$43,800 been running an agent that hunts timezone arbitrage for 9 days never thought it would actually wake me up the setup: gave OpenClaw access to global news feeds in different timezones: > Japanese government RSS > European parliament calendars > Australian financial wires > Middle East flight trackers > Asian central bank announcements told it: "find markets that will resolve during US sleep hours (2 AM - 6 AM EST), alert me if edge exceeds 30%" what happened at 3:47 AM: agent detected 6 markets resolving between 4 AM - 6 AM across different timezones all had same pattern: > crowd priced them like normal markets > but resolution would happen while americans sleep > official sources in those countries already showing signals the alert: > "Japan rate decision - 68% YES per BOJ leak, polymarket at 23¢" > "EU emergency vote - live stream shows YES winning, polymarket at 31¢" > "South Korea policy - government RSS confirmed, polymarket at 19¢" > "Australia trade deal - minister quoted 2 hours ago, polymarket at 27¢" > "UAE production cut - OPEC meeting notes public, polymarket at 15¢" > "Singapore regulation - parliament session live, polymarket at 22¢" - total edge detected: $43K potential - window: 90 minutes before -capital needed: $12,000 my phone buzzed i opened telegram half asleep saw "approve or miss" typed "yes" closed my eyes 7:30 AM - woke up to notifications: all 6 markets resolved during asian/european morning > US traders woke up to already-closed markets > my positions entered at 15¢-31¢ > all resolved at 95¢-100¢ profit breakdown: - Japan: $8,200 - EU: $6,900 - Korea: $11,400 - Australia: $7,100 - UAE: $5,800 - Singapore: $4,400 - total: +$43,800 checked the logs: agent had been watching these markets for 8-14 hours tracking official sources in real-time waiting for US to go to sleep then finding the moment when: > outcome is basically confirmed overseas > but US crowd hasn't updated prices > resolution is imminent the edge is stupid simple: polymarket is 70% american traders world events don't care about EST timezone while you sleep, markets resolve if you want to copy wallets running this 24/7: thetradefox.com/?ref=AUTOCOPY am i the only one making money while literally unconscious?
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IEA TO ANNOUNCE RECOMMENDATION ON RESERVE RELEASE 1PM GMT: RTRS
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@amitisinvesting @amktparticipant That is not what moved the market. The mines headline is what moved it. Check timelines to bloomberg and you will see
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@amktparticipant yesterday one tweet moved the market up trillions, today the opposite
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The past 30 minutes have been wild.
US Energy Secretary Chris Wright posted that a US Ship had officially gone through the Strait of Hormuz.
Markets loved it, oil tanked, the idea that war was coming to an end started to have some legitimacy.
Then, he deleted the tweet, which got markets to think things aren't actually going well.
Now, Karoline Levitt confirms that a US Ship has NOT gone through the Strait and oil is now pumping again:
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@zephyr_z9 On the other hand x.com/deitaone/statu…
*Walter Bloomberg@DeItaone
🚨U.S. ASKS ISRAEL TO STOP ENERGY STRIKES The U.S. government has urged Israel not to carry out further strikes on Iran’s energy and oil infrastructure, marking the first time it has restrained Israeli action since their joint operations began. Washington’s concerns include civilian harm, post‑war cooperation with Iran’s oil sector, and risks of broader regional retaliation that could disrupt global energy markets
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SUPERTANKER SAILS THROUGH STRAIT OF HORMUZ WITH 2 MILLION BBLS OF IRANIAN OIL, ADDING TO AT LEAST 5 OTHER IRAN OIL SHIPMENTS SINCE FEB. 28 - SHIP TRACKERS
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The redesigned SK hynix HBM4 should be fine. It will pass qualification testing.
What’s more interesting is that the 2Q DDR4 list price has collapsed. Does that mean CXMT ramped up production?
Aaron@Arronwei3n
Some updates about HBM4 from SH Hynix and memory related news. _ 1. SK Hynix has completed the redesign of its HBM4 and sent it off to $TSM. 2. There is hope that the previous overclocking issues will be resolved. If it fails again this time, the "mass production" timeline for Rubin will effectively be delayed by a total of more than six months. 3. Samsung could technically help fill the supply gap, but currently, the gross margins Samsung earns on Server RDIMM are higher than those for HBM. There is essentially zero incentive for Samsung to increase HBM4 production. 4. Wistron has cut its Q3 Strata board orders by 30% compared to the forecast issued in February. 5. (Side note) DDR4 price quotes for Q2 are looking terrible! For Nanya Technology and Winbond, anything borrowed should be returned.
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In today’s pre-mkt summary for Subscribers: Stocks are extending yesterday’s late-session gains after President Trump signaled significant progress toward ending the Iran conflict “very soon,” with US Navy escorts ensuring steady oil flows through the Strait of Hormuz, and Saudi oil giant Aramco poised to ramp up its bypass pipeline. Brent crude plunged -8% to $91/bbl, easing inflation fears reminiscent of the short-lived 2022 Russia-Ukraine oil spike. 10-year Treasury yields rose modestly while gold, silver, and #btc moved higher as investors’ risk appetites returned. Today's Feb CPI (pre-conflict) is due, but focus remains on next week's FOMC (Mar 17-18) for commentary about future monetary policy, an updated dot plot amid softer payrolls and higher oil prices. We continue to expect equities to reclaim new highs once the Middle East conflict resolves, oil retreats, and slowing jobs growth leads the Fed to cut rates 1-2 times by year-end. 2026 S&P EPS $310 implies a fair 21.7x P/E = 4.6% earnings yield ~50bp premium to 10yrTYs, in
line with normal spreads in non-recessionary times.
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🚨UPDATE: CLARITY Act Hangs on ONE Vote — Key Senator May Force Coinbase & Banks Into Face-to-Face Meeting 🤯🇺🇸
According to new reports, @SenThomTillis — a key Republican voice & “moderator” of CLARITY Act negotiations, MET with crypto industry leaders and White House officials MULTIPLE TIMES last week and reviewed the NEWEST version of the bill. 👀
Sources say talks are “moving in the right direction” — but they are NOT THERE yet. 😳
⚠️However, BIG DEVELOPMENT:
Tillis is considering bringing @Coinbase and MAJOR banking groups into the same room so each side can argue directly before he decides. 😵
“He wants to have each make their case before deciding.” 👀
👉 If Democrats don’t fully back the bill, Tillis’ vote could decide EVERYTHING. 🚨
More to come. I'll keep updating.
Diana@InvestWithD
🚨UPDATE: CLARITY Act Could Still PASS WITHOUT Democrats — Senate Expects LATE-MARCH MARKUP 🤯🔥 New reporting suggests the CLARITY Act may move forward in the Senate Banking Committee (@BankingGOP) even if no Democrats vote “yes.” 👀🇺🇸 Sources say the bill could pass along party lines, but Senator Tillis’ (@SenThomTillis) vote remains CRITICAL if there’s no bipartisan support. 😳 Negotiations are focused heavily on stablecoin yield and rewards — the main issue that stalled earlier progress. Industry sources describe talks as “moving in the right direction.” 🔥 If progress is made over the next three weeks, the Senate Banking Committee is expected to SCHEDULE a MARKUP in late MARCH. 📅 More to come. I'll keep updating.
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@beroccan @javiermartin66 @IGSquawk No specific ET time has been announced. Reports say the Treasury could release the measures "as soon as Thursday" (today), likely during business hours, but nothing more precise is out yet. Check Treasury.gov or Reuters for updates as they come.
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The US Treasury plans to announce steps today to tackle surging energy/gas prices. Oil has spiked (Brent ~$85/barrel) due to the US-Israel conflict with Iran disrupting Middle East supplies and shipping.
They're considering trades in the oil futures market (financial contracts betting on future prices) to push costs down—an unusual financial-market tactic instead of tapping physical oil reserves.
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@Citrini7 @TShirtnJeans2 What about SK Hynix after this smaller correction?
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Oracle at $155 is almost as obvious a buy as it was a sell at $350.
Citrini@Citrini7
Oracle dip finally seems buyable.
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