JP

$ES_f The pain trade is UP! Don’t fall for the usual red futures price action designed to trap shorts and bears. #VIX melt-down to $18 and below is inevitable, while $SPX $QQQ $IWM keep grinding up! #SOXL $SVIX $TQQQ $TNA $AMDL $TSLL $NVDL are EASY and QUICK money bets. #BTFD

@ozzy_livin @market_sleuth $SPX $SOXX $QQQ Melt-UP on Sunday evening with the Iran Peace Deal news will be an epic one. $SOXL will be up at least 30% by Friday’s close. #bookmark it

June 17, 1998 The last time this happened the market went off the rails

@TravisBiziorek Another bear dooming on a random weekend. Keep shorting $SMH $SOXX, and stay POOR 😂😂😂😂

I don't want to ruin anyone's weekend but here's what I'm thinking about in terms of a potential liquidation cascade because there's a big part of me that doesn't believe this is over yet. What if the Korean degens were simply the first act, Leopold was act number two and now we're waiting for the grand finale? Could it be the Yen carry trade unwind? Last week we watched two very visible, high-leverage pockets get completely cleaned out. First the Korean retail crowd... margin debt and those crazy single-stock leveraged ETFs on SK Hynix and Samsung got force-liquidated in a matter of days, taking the Kospi down 30-40% from the highs with multiple circuit breakers. Then Leopold’s Situational Awareness, which was heavily levered into the exact same AI/memory names, hit margin calls and had to fire-sale its entire public book to Citadel. We got the relief bounce once that forced seller was absorbed. And now everyone expects we'll just continue higher? Honestly, that seems way too easy to me. Meanwhile, in the background is Japan. USDJPY just dropped roughly 4% in three trading days on what looks like coordinated intervention (Japan buying yen, possible US rate checks). That’s a pretty classic trigger for the much larger, quieter positions: the global yen carry trade. For years people have been borrowing cheap yen to fund long risk assets, especially US tech and AI. When the yen suddenly strengthens, those positions start getting squeezed and the selling can cascade into the same names that just got hit in Korea and at Situational Awareness. If you were around in August 2024 you probably have PTSD from this. A sharp USDJPY drop (from the 160s toward 145) lined up almost perfectly with a 10-13% Nasdaq drawdown as carry trades unwound. The correlation between big yen moves and tech liquidations isn’t new, but it’s just been quiet for a while because the carry has been working so well. Maybe I'm overthinking the whole thing but it's worth keeping an eye on IMO.

#VIX crash Friday after noon $SPY $SMH $QQQ rallies. Nothing new. Enjoy the mine $SOXL $TQQQ $SPXL $AMDL $TSLL melt-UP into the close.

$SOXL to $129 by the $SPY $SPX cash close. #bookmark it.

$SPY Here comes PASSIVE flows to pump $SMH $QQQ stonks. Got enough $SOXL $TQQQ

@dampedspring $7980 SPX I hope 🤞. I went long $SMH $MU $INTC this morning for a snap back rally. So far so good. Fingers crossed. 🤞

I'm betting one of these two is going to hit this time. Don't care which.

@BergMilton Thanka for sharing it. So glad to see you turn $SPY $SMH $QQQ bullish, Milton. I covered my $QQQ short this morning, and went long $SMH $SOXL for the melt-UP rally next few days. Fingers crossed.

July 29, 2026 SOX 5-day rate of change below -14% or more NASDAQ 8/10 negative breadth days. 3 Precedents S&P 500 +12.18% within 30 days +35.32% within 1 year +18.92% within 30 days +33.84% within 1 year +13.24% within 30 days +54.74% within 1 year

Thursday’s $SOXL $TQQQ $AMDL GAP UPs will be epic. $SOXX $SMH $QQQ are rallying big time after hours. #VIX crash is coming. Got enough $SVIX for easy money Thursday? $UVIX $UVXY $SOXS will be smoked big time. 😂

$SPY RELIEF RALLY is next. Got enough $TQQQ $SOXL $NVDL $AMD $SPXL?

$SOXX $480 coming. $SOXL $NVDL $AMD $SPY $QQQ $SOXS

$SPX will close abovr $7535 GREEN DAY. $SMH $QQQ recovery MELT-UP continues today. Do not get squeezed by bears. $TQQQ $SOXL $AMDL $SVIX are all EASY money.

@Crowded_Mkt_Rpt Hence, the usual “bear trap” and short squeeze of $SPY $SMH $QQQ puts. $SPX 7535 gap fill melt-UP tomorrow is very likely.

that did not look good to me today

$SOXL $154 coming.

@traderhc $SPY $753 by Monday’s close to fill the gap. #bookmark it.

$SPY closed Friday at $742.80, dead on the gamma flip. Dealers are short gamma, which meant they had to sell into the IP miss and amplify every downtick. Monday the OpEx pin ends. The growth scare and Energy leadership don't. Hold 742-745 and we retest the range higher. Break it with VIX pushing toward 20 and 730-735 is next. What's your level for Monday?

@VIXandMore Another painful day for $SPX $SMH shorts are brewing?!? Massive bullish $SPY $NDX reversal 30 minute to the $SPX open and $SMH $QQQ $IWM all recovered more than half of their losses. #VIX $17 looks very like.

Half an hour in and $VIX is down over a point from where it was when the market opened

$SPX Algos want #SPX $7520 to fill the gap. $SPXL $SPY $QQQ $SOXX $IWN

Imagine the hopium $MSOS bagholders hear for the last 4 years who bought it @ $45 and above. #MSOS is now $4.70. They are down like 90% and I am sure “descheduling” or “uplisting” or “bank act” will EVENTUALLY come thru and they will all get rich 😂🤡😂 #YOLO $TLRY $TRLV $GLAS

$ES_f Front-running END OF MONTH / QUARTER MARK-UPs by hedge funds. $SVIX $SOXL $MSFU $TQQQ are all easy on Monday and Tuesday. $SPY $VIX $IWM $XLE $XLF

@Chartfest1 $SPX Here we go again. Ton of put/call ratio, bubble, and exuberance tweets on my feed. This feels so much like early 2021. Enjoy the $QQQ $IWM $SPX MELT-UP! next several months while doomers are getting rek’td again. 😂

Friday's put/call ratio was .64. Lowest since early 2021

@jfr3shco @FredVanVleet I see your point, but have you seen the recent Stone and Udoka interviews? They treat FVV like he is D Fox, J Brunson, or some other younger and arguably better PGs. Kyrie is and will always be much better PG than FVV. I would rather pay Kyrie $35 mil than FVV $20 mil or more.

@dpdp1979 @FredVanVleet Both Kyrie and Fred are recovering for a season ending injury. I’m towards just restructuring Fred contract and bring in talent to better help the bench than making a huge splash like that and hurting the our depth.