OrderFlowQueen

Every thing Rippy Chippy data centers Omg. Milly milly

Unpopular opinion: a stock market correction begins the moment the Strait of Hormuz reopens.

Today’s office $MU $SNDK

✨ 🖤

THE FED IS ABOUT TO CUT WHILE THE ECONOMY BOOMS. 🇺🇸 New Fed Chair Kevin Warsh: AI is "structurally disinflationary." Per his WSJ op-ed. Same pattern. Different decade. 1995: Greenspan saw the productivity boom. Let the economy run hot. Cut rates anyway. Result: 7 years of risk-on. Nasdaq up 1,132%. Musk, Altman, Bezos, Druckenmiller all agree: AI is deflationary. Warsh just took the chair. June 16: his first FOMC. The next few years are going to be insane.

Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, @DivesTech said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.

$MU $DRAM $SNDK Holy Shit 625x More Memory Demand by 2028 vs 2022 That is Dell's CEO projecting memory demand growth His warning: supply takes years to expand. Demand is not slowing.

Jensen Huang closed the earnings call by saying “demand has gone parabolic” driven by agentic AI and profitable token generation. $NVDA sits at the center because it runs every frontier AI model and “compute capacity is revenue and profits.”

He just set a stop loss. Hit it & then run it 100%

🚨 Canadian expat in Florida just nailed the culture shock we’ve talked about a million times: “I’m a Canadian who moved to the USA… here’s one of the biggest differences between Canadians and Americans.” He’s in Naples at sunset explaining how American retirees always say their kids are scattered across the country — one in Connecticut, one in Chicago, one in Iowa. And the parents? Totally chill about it. “It’s just normal for the American spirit — kids leave the nest for better opportunities.” Meanwhile, if a Canadian moves from Kitchener-Waterloo to anywhere outside a 2-hour drive… family loses it. Mom cries. Uncle’s like “How am I ever gonna see you?!” My wife (who has family all over the US) and I have had this exact conversation endlessly. Americans treat moving state-to-state like it’s Tuesday. Canadians? “You can’t move that far” is basically law. OG Canadians especially — most stay within a couple cities max from where they were born. Why do you think that is? Is it: •Stronger family/clan culture up here? •Fewer economic “pull” cities? •Just the Canadian “stay put and complain” vibe? •Or something else? Drop your thoughts below 👇 #CanadaVsUSA #CanadianExpat #AmericanDream #FamilyMobility #MoveForOpportunity #cdnpoli #Ontario #Toronto #ExpatLife

BREAKING: Donald Trump executed 3,642 securities transactions during the first quarter, averaging nearly 58 trades for every U.S. trading day. This translates to roughly nine trades every hour or about one trade every seven minutes during market hours, per YF

@flowtrader8 Thank you - it’s CAD. It was just cut off with the screen shot.

@SarachkaG I know you are too good at options buy trades.

Warsh has signaled he wants to change the Fed’s preferred inflation gauge. The Fed has used Core PCE, which excludes food and energy, as its benchmark since 2000. Warsh favors Trimmed Mean PCE, which removes the most extreme price movements each month instead of excluding whole categories. The practical difference: Trimmed Mean PCE currently reads 2.36%, well below the 3.20% reading on Core PCE. Depending on which measure the Fed follows, the case for rate cuts looks very different. This is not a minor procedural change. The metric the Fed uses to gauge inflation directly determines when it judges the economy to be at target. If Warsh moves the committee toward Trimmed Mean PCE, he is mathematically moving the Fed closer to a declared victory on inflation, which creates runway for rate cuts even as headline readings stay elevated. You’d think with 400+ Ph.D. economists and 500+ researchers on the payroll, the Fed would run the most sophisticated macro forecasting operation on the planet, leaving Bloomberg and every major hedge fund in the dust. Not even close. When the data doesn’t cooperate, just change the data. Same thing I saw in the Army when time or weather worked against higher leadership, and we would quietly move the goalposts rather than admit the standard couldn’t be met. Can you tell why I didn’t stick around for the full 20 years?

When the world’s biggest quant, biggest macro, biggest contrarian, AND Steve Cohen all pile into the SAME stock in the SAME quarter - pay attention. $MU $MU Q4 2025 13Fs: 🔹 Renaissance Technologies: +$520M (+50% stake, ~1.81M shares) → ~$859M total, top-5 holding 🔹 Bridgewater (Dalio): +$253M, re-entered after 1-yr gap (+5,200% from Q3) 🔹 Appaloosa (Tepper): +1M shares (+200%) → $428M, now ~6% of fund 🔹 Point72 (Cohen): +$371M Four completely different strategies. One trade. HBM demand: $35B → $100B by 2028. Follow the money -> $MU

@flowtrader8 @flowtrader8 Mine. I funded it some time during the last week of March.

@SarachkaG Whose account is this Sara?

$INTC here we go again

Waiting for Nokia’s Kodak moment. 📸 $NOK $KODK

Current portfolio holdings: $NOK $KWEB $TSLA $NVDA $QCOM $MU $DGXX $PLTR

The Korean stock market $KOSPI down last night was a good tell how semis would trade today. There’s your alpha. Remember next time.