edy gianez

@DVSignals Thks for answer, btw 😉

@DVSignals You see we going through an stagflation scenario, not a deflation one?

For anyone convinced oil will never see new all-time highs again.. Think again. $USOIL just gave us a clean macro backtest from the 2022 high to the recent low - right around the 0.5 Fib zone - and bounced hard from exactly where it needed to. In my view, this is not about "war headlines".. Oil had plenty of reasons to go higher before. It didn’t. It needed the structural backtest first. Now the map is simple: Reclaim the top of the weekly channel / recent high, and the next Fib zones open up fast. 129.. Then the big extensions: 198 / 311+ / 423 / 492 Most are still treating oil like it’s exhausted. The chart says the bigger move has not even have started...

@NorthstarCharts You're doing right in life, mate.ngod bless you

A promise to my followers: I will always present the unbiased weight of evidence from the technical charts, regardless the prevailing views/narratives at the time. My comments will never be turned off and I have never/will never delete old posts. Respectful criticism welcome.

@DVSignals @DVSignals , an ETF like $coal can be a good way to participate in this cycle? Thanks in advance

#Coal vs #Gold Or better said: black diamonds vs yellow metal. Last quarter, the chart gave you a clean chance to buy coal on the cheap versus gold. We’re still very early in this cycle... I’m not saying this ratio has to go all the way back to 0.45.. that would be an extreme move. But even a move back toward 0.15 is very much within reach. That would imply roughly a 3x relative outperformance move for coal versus gold from here. It’s the ratio nobody is watching...

@DVSignals If it is possible, Could you explain if gold leaves the weak region already, @DVSignals ? I mean, does it ends the correction?

$SILVER Busy day, so quick one. A few people asked where the backtest level was. Fair question but exact intraday levels are mainly for Discord, since that is where I treat this more like a trading service... Anyway: silver just did a perfect textbook backtest of the broken structure. People got excited by the bounce. I even had a large silver account DM me basically saying “haha told you so” But this was literally the point. Breakdown → backtest → confirmation or failure. The channel was already there. The backtest area was already there. Price tagged it almost to the tick. Nothing is invalidated yet. End-of-week close still matters most. Do not confuse a backtest with a failed breakdown.

@felixprehn What do you think about Jedi ETF in this case?

Intelligence sources say Cuba has lined up 300 attack drones within range of US soil. The US is now wide open to a drone strike, so Trump is about to fund defense companies that can build the protection against it. 8 stocks I believe positioned to win those contracts:🧵

@CKCapitalxx @CKCapitalxx , you've very interesting analysis. I'd like to know where do you find your research material. thks

Opened a long position in $HLIT today. This is the most interesting monopoly setup I have seen in a long time. Every cable and internet provider in the world has the same problem. Physical hardware. Cable access boxes sitting in facilities and in homes. Each node costs thousands of dollars to deploy. Every 3 to 5 years that hardware becomes obsolete and has to be physically replaced. Trucks rolled. Technicians dispatched. Hardware swapped. Over and over forever. The capex never stops. For a large cable operator running millions of nodes that is a multi billion dollar recurring cost that never goes away. $HLIT built the solution and it is so obviously better that I genuinely do not see how this does not become the standard for the entire industry. Their cOS platform virtualizes the entire cable access network in software. The operator buys the platform once and runs it on standard off the shelf cloud hardware. No proprietary boxes. No truck rolls for upgrades. No hardware replacement cycles. Capacity scales with a software update. New features deploy remotely overnight. Maintenance becomes a predictable annual subscription instead of a massive unpredictable capital expenditure. The economics for every operator on earth are impossible to argue with. Buy expensive hardware every 3 to 5 years forever. Or buy software once and pay a fraction of that in annual maintenance. The answer is obvious. Every operator that runs the numbers converts. And once they convert they never leave because ripping out the software layer running your entire broadband network is not something any sane operator does. That is the monopoly. Not a monopoly imposed by regulation. A monopoly created by switching costs so high that once you are in the ecosystem you are in permanently. And the market they are going after is enormous. Every cable operator. Every internet service provider. Every telecom running broadband infrastructure globally. All of them facing the same hardware problem. All of them needing the same solution. The numbers are already showing the conversion is happening. Q1 2026 broadband revenue up 43% year over year. Beat guidance by nearly 20%. Operating profit up 115% year over year. 150 customers already on the platform serving 45.7 million cable modems. Rest of market bookings up 78% meaning this is expanding well beyond the initial tier one deployments. Backlog and deferred revenue sitting at $582 million up 87% year over year. Full year 2026 guidance raised to $475 to $495 million. Gross margins at 52% and expanding as the software mix grows. They just sold the video business for $145 million. Pure play broadband software company. One focus. Clean balance sheet. Now think about the ceiling. There are hundreds of cable and broadband operators globally who have not yet converted. Every single one of them is a future customer. The platform is cheaper. The economics are better. The switching costs lock them in permanently. There is no logical reason for any operator to choose hardware over this. If $HLIT captures even half the global broadband infrastructure market the revenue numbers look nothing like what they do today. 52% gross margins on a sticky recurring software business with a massive untapped global market and switching costs that make churn nearly impossible. This is one of those setups that in five years people will look back on and ask why it was not more obvious. Long $HLIT. Not financial advice. DYOR.

@JaymeSimao @JaymeSimao , qual seria sua análise, dos fundos de debêntures incentivadas, neste caso?

O spread de crédito corporativo americano está em 0,76%, próximo da mínima histórica. O mercado precificando cenário perfeito, sem espaço para erro. O mesmo movimento acontece no Brasil. Spreads do crédito privado doméstico em patamares comprimidos, apetite ainda existente, prêmios historicamente baixos. Em ambiente assim, diligência na análise pesa mais do que nunca.

@ografista Pdf

Se a inflação subir por 2 anos Você sabe o que comprar para lucrar com isso? Comenta PDF e te passo tudo

@roberto_ruarte Latam

Hay tres variables que casi nadie está conectando hoy. Y cuando se alinean, el flujo global cambia de dirección. Dólar débil. Commodities en tendencia alcista. Y Wall Street empezando a mostrar signos de sobrevaluación. No es teoría. Ya pasó antes. Cada vez que este combo aparece, el capital rota. Y no lo hace lento. Va directo a donde hay valor real. Latinoamérica. Esto no suele pasar seguido. Pero cuando pasa, hay una ventana de oportunidad. Por eso armé un análisis completo de la región. No es contenido superficial ni una opinión más. Es un trabajo pensado para entender exactamente cómo se está moviendo el capital en este momento… y cómo anticiparte antes de que el movimiento sea evidente para todos. Es, literalmente, el tipo de información por la que los grandes inversores pagan. Hoy está disponible. Responder “LATAM” y te lo mando.

@strobel_gustavo Pizzaria el quarto, locais curtem. E da pra tomar um Fernet c coca 😉

Vou passar a tarde e a noite de amanhã em BUE, me recomendem restaurantes e lugares para ir =)

@roberto_ruarte Ebook. Obrigado desde já :)

Tengo un regalo para los que me siguen acá. Durante 39 años analicé ciclos, techos, pisos y oportunidades históricas en los mercados. Y todo ese conocimiento lo empaqueté en un solo lugar Mi libro: El poder de los mercados No es mi autobiografía. Es un mapa que te enseña a pensar y entender cómo se comportan los mercados. Cuenta con +8000 copias vendidas pero solo por hoy se los quiero regalar. Comentame "EBOOK" y te envío una copia por privado.

@DVSignals @DVSignals, does lithium following the same path?

$PLATINUM $PPLT Rejecting right where it should and still following the roadmap I mentioned earlier...

@fabionestrader Mt obrigado pela resposta! 😃

@edygianez Claro que sim. Depois de alguma boa realização de lucros no ativo que estiver em tendencia é a melhor hora. A hora da retomada de tendencia é sempre a melhor entrada. A relação de stop/gain fica sempre atrativa. Rascunhei o raciocinio pra vc em amarelo nesse grafico da imagem.

@OptionsBuffett Trade

I'm officially restarting the $1k to $100k Account Challenge for 2026 Tomorrow🚨 This challenge is going to retire dozens and will change lives💰 Like & comment "Trade" to join!❤️ (Notifications must be on🔔)

@vulturetrades $Spy

Tomorrow morning I’m loading up $200,000 in call options on a single ticker. My biggest play since $GME $OPEN $TSLA $NVDA $AMD Mark my words 99% of traders will miss this next $OPEN type mover. I WILL NOT and my my followers won’t either. I’m only sending this ticker to those who hit the “❤️” and comment “$SPY” (Must be following in order to DM)

@vulturetrades Trade

I’ve only seen this setup 1 time in 6 years 👀 I’m putting $250k in this SINGLE stock Very similar to $BIRD that made millionaires $100 → $100,000 overnight $300 → $300,000 in a single day This is the third time. Comment “Trade” and I’ll send it. (Must be following to DM)

@NorthstarCharts Hi, @NorthstarCharts ! How are you?With CPI data from today, $rinf is still playing accordingly?

Inflation expectations setting up for an explosive move up. Technical analysis has been telling us to prepare for this for a long time now.