JJ

@fxevolution To be fair doesn’t it sell off after every earnings regardless?

The most dangerous thing in markets? When good news stops pushing prices higher. $NVDA delivered. The stock still sold off. Meanwhile Financial Times estimates suggest most hyperscalers are facing negative implied AI returns under current assumptions. Maybe Friday was just month-end rebalancing. Maybe the market is starting to ask a harder question: "Where's the ROI?" One thing that is happening, the once best stock in the sector is no longer leading.

@arny_trezzi Because this was a short squeeze. There will be much better and cheaper times to go all in.

$PLTR: why shouldn't I go all-in?

@fxevolution Maybe they bought some of mine because yesterday I just sold my entire position that is about a year old. Btc is making this giant bear flag at the pace of a snail while everything else does what btc is supposed to do. Capital better deployed else where.

The biggest trade ever came in for $IBIT over the last 24 hours. Price might have declined but as we often say patience, react don't predict. Institutions don't generally hit the exact top or bottom, they size in. This could become a very important zone to wach for bitcoin:native now.

@GrahamStephan I have been making these comparisons since 2020. So glad to see you comment on it. The main variable is we have reserve currency status and can print. Once that is removed I think it will be the catalyst.

The U.S. stock market is tracking the 1989 Japan bubble. When that bubble burst, their market didn't recover for 40 years. So what's going on? In the 1980s, Japan saw a rapid surge in stock and real estate values. It was called "The Everything Bubble." The math was simple but dangerous: - Low interest rates flooded the market with cheap money. - Companies used that money to buy stocks. - Rising stock prices increased corporate valuations. - Higher valuations let those companies borrow even more money to buy even more stocks. Real estate in Tokyo was so expensive that the grounds of the Imperial Palace were worth more than the entire state of California! It was a perfect circle that worked till it didn't. In 1989, the market crashed 50 percent. Then it dropped a bit more. It did not fully recover for almost 40 years. Today, the S&P 500's trajectory looks the same. We see the same pattern of cheap money, massive debt, and a belief that prices can only go up. But there is one major difference this time: AI productivity and companies with real cash flows. While Japan was fueled by a real estate frenzy, the U.S. is fueled by companies like Nvidia and Microsoft generating massive cash flow. The question is whether that productivity can grow fast enough to outrun the debt. At the same time, we're also face a shrinking workforce and rising social costs. How will these forces work together? The goal is not to predict a crash but to prepare for any eventuality. I broke down the full data on the great melt-up and what it means for your portfolio on my Substack. I'll drop the link in the comments.

@pdicarlotrader Nice.

Heading into peace talks between the US and Iran this week, I’m hopeful, but objectively I think it’s a trap. I’m still long in my fund, rotated out of big tech, and positioned for a rejection over the weekend. I explain why I’m bearish and how I’m positioned. $SPY $QQQ ⬇️

@pakpakchicken I am starting to question the discount rate over the past years. Do stocks go down if yields on risk free are high enough? Or is it now.... stocks have been mooning since covid, (2022 being a cute bull flag) so yields are trying to catch up to be competitive?

Market topping signals Today, US2Y spiked + Yen spiked Government intervened BUT NOBODY TALKING ABOUT THIS. WE MOON FOREVER. UP ONLY. Higher yields = bad for growth stocks due to discount rate Yen spike = Carry Trade Unwind Catalyst Combination of these two is a liquidity squeeze. Don’t be that monkey.

@cantonmeow That is called and inverse head and shoulders. The sell off Thursday happened too calculated to trap bulls. It’s a short term manipulation by the street to the downside. IGV looking constructive. Just a matter of time for pltr to catch up to igv

$PLTR daily

@PeterSweden7 People need incomes that are reliable and can allow parents time to raise children Ina. World that demands parental guidance more than ever. Inflation, rising house prices relative to income, and large increases In school debt all erode this.

It's not climate change. The falling birth rates is actually the biggest problem that humanity faces right now. How do we solve this and encourage people to have more children? Give me your best ideas 👇

@HumansNoContext It’s acting he doesn’t have a badge

The definition of instant karma

@elonmusk The new generations are better educated so they see how little opportunity there is to make enough money to raise a healthy family where parents have enough time to raise their kids, which is more important than ever these days.

This collective suicide of humanity needs to turn around!

@elonmusk Natural outcome When resources become more scarce. Meaning, wealth gap. Majority of people don’t have the resources needed to make raising a family desirable.

Australians are becoming an endangered species

@ChartGuys Bookmarked!

Heads up, brokers are starting to walk back the too good to be true fee free trading. We have the SEC rule charging on sells that started early April and now some brokers will auto flag you as a professional if the trading activity is significant and chart $1 per 1k shares on buys. Check your statements!

@cb_doge When all the resources are put to the top few, then only the top few have children. I decided no kids in 2017-2018- writing on the wall: Cost of Living/house prices rising but not wages = more work hours, dual income households= no time for kids = broken families. No, thank you

NEWS: Europe is running out of people. EU’s population is projected to collapse by 50+ million this century as birth rates hit record lows. • Fertility is ~1.4–1.6 children per woman, far below replacement • Deaths outnumber births in many countries This is exactly the civilizational demographic collapse @elonmusk has warned about for years. Low Birth Rate = Decline of Civilization Humanity is dying.

@ChartGuys Been watching every single you’ve been putting out the past month- yes I agree this is one of the top 3 times you have benefited retail!!

🗓️ Week ahead: watching if bears confirm 4H downtrends for daily consolidation, or if bulls hold Sunday lows and keep the melt-up going. Earnings: $TSLA $UNH $INTC Eyes on psychedelics ($CMPS $ATAI) for volume/volatility. Daily higher low watch on leaders: $GOOGL $AMZN $IONQ

@ChartGuys A. I hate the idea of missed opportunity. That comes from not betting on the plunge protection team in Covid. Thankfully wasn’t short but kept waiting for the double dip that never happened. The market fundamentals have changed since 2008 and 2020 proved it to me

What was harder for you to learn in trading? 🤔 A) Patience to wait for the setup B) Cutting losers quickly C) Letting winners run D) Sitting in cash

@ChartGuys @RealPeterLinder 😂🤣

@RealPeterLinder Hey Peter, I went all in 100% allocation as you advised April 5th . What should I do now? x.com/RealPeterLinde…

For those of you who have been on the sidelines, this is your day. For those of you who recently listened to me, this is not your day.

@iAnonPatriot The market is a function of fed policy.

What makes the stock market go vertical like this for so long..??

@ChartGuys I am paying attention to what btc isn’t doing just as much as what it is doing.

Dear $BTC bulls, , You cannot have a better market backdrop to pop towards $80k than what we are seeing this week. If you don't get it together before weekend and make the move, I will be concerned you have lost your balls.

@GrahamStephan So smart. I watched your channel since 2019 and part of me wishes I did real estate but I stayed with stocks and bonds because of the liquidity. And because the markets and economics fascinate me. It where my passion always has been. I came to the same conclusions as you.

I’ve spent a decade telling people to do what I do: "Buy and Hold." Now I've decided to list my entire real estate portfolio for sale and walk away. It started slow. The bills, the maintenance, the tax increases... but the final straw was when I tried to develop an ADU to do exactly what the city of LA claims it wants investors like me to do: Create more housing. You'd think they'd make it easier, but after two delayed inspections, a sewer pipe replacement that needed 75 days advance notice, and a city-owned tree that became my responsibility, I'd had enough. The identity of being a real-estate guy is very hard to walk away from, trust me. For a long time, I stayed just because real estate was my "thing." It’s how I started. It’s what I’m known for. It led to every good thing in my life. But that blinded me to the fact that just because something served me in the past, it doesn't mean things haven't changed in the present. The reality of 2026 finally stripped the emotion away. My LA rentals are netting about 4-5% after the constant background noise of taxes, insurance spikes, and repairs. Meanwhile, a risk-free Treasury pays 5%. The trade-off just doesn't make sense any more. I’m reallocating to a liquid portfolio that actually lets me focus on the work I love. I published a deep dive on my Substack about the ADU nightmare that broke my patience, the exact numbers behind the exit, and where I’m moving the money next to buy back my sanity. I'll drop the link here in a bit.

@ChartGuys I finally found a girl I like and after the fact come to find out her instagram is only cats. And two photos of herself over 4 years. She is a beautiful person who doesn’t look for dopamine in social media. It amazes me.

Women who grew up without a cell phone command a premium in the world of dating.