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Crypdiot
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Crypdiot
@theCrypdiot
Crypto | Batch of 2021 | Here to connect with traders & investors, & journal my journey | NFA
A very REKT place Katılım Nisan 2022
130 Takip Edilen64 Takipçiler
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I think after the market recovering this month and setting up for a parabolic rally, many will believe we are at the START of a new bull market
And that is the perfect scenario for what’s next
‘The seasonal weakness won’t come’
‘We are at the START of a bull market’
‘The final parabolic rally didn’t come’
‘There will be no market correction’
My message is clear now:
If there is a parabolic run AFTER Earnings season is over
It is the final rally and the last indication that the bull market is coming to an end.
Best case scenario is that the market runs until the end of September
We are only focusing on positions that have CRASHED already and below their 200 WMA now
Beardo@BeardoTrader
The dot-com bubble overlayed on today's $SPY chart.
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If you have some time this weekend and you're interested into larger market cycles (like the 7y, 35y, 105y) here's a thread 🧵that summarises some compelling takes and scenarios on why the secular bull market could continue running all the way until the mid 30s, as the below accounts have been highlighting:
@ChifoiCristian
@RESMcycles
@CryptoCycleGod
@SethCL
(Sorry if I missed anyone, feel free to tag them below)

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I believe there is a good chance that Stocks have peaked for its 4 Year Cycle. Last week my 'active' portfolios went into more defensive positions, cash to 33%. Further selling to come on more confirmation.
Seeing the signs of the breakdown on the Daily Cycle currently. The weekly Cycle has NOT yet confirmed this, so it's early days on this view.
A top would bring the Oct timeframe into focus for a bottom. Given the AI capex and fiscal stimulus, this more likely to be a relatively mild cyclical bear, a shakeout, setting up for a really explosive rally for 2027-2029.

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To all $OSS, $ONDS, $KRKNF, $PLTR, and $KTOS investors:
I’m not a financial advisor, and I don't have a crystal ball for where prices will be in a week, a month, or a year.
But here is what I do know: Global tensions aren't cooling down, and rearmament is accelerating across every major region.
We are witnessing a massive, generational shift on the battlefield - moving away from heavy steel toward smart, autonomous, and data-driven networked systems.
The future of defense isn't just bigger hardware; it’s superior intelligence and autonomy.

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My top 3 stocks to own by sector:
Health
- $HIMS
- $NVO
- $UNH
Robotics
- $XPEV
- $KRKNF | $PNG
- $PATH
Insurtech
- $PLMR
- $OSCR
- $LMND
AI Infra
- $NBIS
- $IREN
- $CRWV
Fintech
- $SOFI
- $DLO
- $PGY
Software
- $SNOW
- $ZETA
- $META
Energy
- $FLNC
- $EOSE
- $BE
Hardware
- $AMD
- $TSM
- $NVDA
Quantum computing
- $QBTS
- $IONQ
What needs to be added?
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My official 2026 watchlist 🧵👇
I’m not chasing what’s loud.
I’m watching what’s setting up.
These are companies where the business is evolving, expectations are shifting, and the next few years could look very different than the last few quarters.
All of them are worth paying attention to.
1/ $META
A cash-flow machine with serious operating leverage.
The core ad business is strong, margins have snapped back, and AI is quietly improving efficiency across the platform.
When buybacks meet growth, patience gets rewarded.

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Crypto miners are back on the watchlist.
These are the key levels I’m paying attention to:
$HUT - Above 53, it opens the door toward 70
$CIFR - Above 17, looking for a move toward 21
$IREN - Above 40, potential run toward 58
$WULF - Above 13.6, targeting 16
These are names we’re watching before the crowd shows up, not after.
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