sonicwave

@elonmusk Curious why Grok is heavily pursuing this while OpenAI appears to be throttling back on it

The new Imagine model will be even more beautiful

@TheSwingTraderr I found this similar phenomena but never saw folks post about it; very nice analysis! I sorta look at things very similarly to how you do but think you've done a very, nice job packaging everything together. Wonderful analysis! Keep it up!

$SPY History gives us a roadmap. Over the past 11 years, every major correction or crash has retraced back to the previous ATH. This time, I believe we go even further below that. $600 on $SPY is a reasonable starting point.

Based on how Top CEO's are discussing the current war in the public, gives the impression that things are gonna go forward full steam ahead

$MU Seems like every big Tech stock double topped and then had a meaningful decline Looks like this horse just did too!

$AMD Who here sees this stock trying to fill its Earnings gap?

@zerohedge And they managed to award hundreds of millions in stock options to execs, how do these people sleep at night

*META PLATFORMS TO LAY OFF HUNDREDS: INFORMATION *META CUTS TO AFFECT STAFFERS IN REALITY LABS: INFORMATION *META CUTS ALSO TO AFFECT SOCIAL MEDIA TEAMS, OTHERS:INFORMATION

Last week's COT report caught my eye Large speculators reducing short exposure on 10yr note futures Translation: smart money starting to bet on falling yields Combine that w/ $VIX divergence forming — and this market setup is getting interesting 👀 $TNX $TLT $SPX

Apocalyptic oil forecasts of $150 or $200 assume either very low price elasticities of demand - not backed up in the academic literature - or catastrophic escalation of the war back to near total closure of the Strait of Hormuz. Yesterday was a reminder... robinjbrooks.substack.com/p/how-high-wil…

@TheSwingTraderr Nice work 👏🏽

$SPY Inverse Head & Shoulders forming at support With yesterday’s close, $SPY is shaping a potential inverse head & shoulders pattern. The “head” came from the false breakdown, while the shoulders are forming around current support. The right shoulder hasn’t fully formed yet but if it does, it could trigger a bounce toward the 680 area. A break below this key support level would invalidate the setup.

Update on my VIX divergence post from Friday 👇 $VIX dropped to 25.59 today. $SPX up 1.44% to 6,600. Fear faded while prices were at lows — exactly the divergence signal. Still watching the Iran 5-day ceasefire closely. Not out of woods yet 👀 $SPY $SOX Not financial advice

@rohanpaul_ai no trade is safe lol

🇨🇳 In China, they are rolling out robotic electricians on a massive scale. They install and inspects live high-voltage, high altitudes electrical wires, and keep the grid running safely. i.e. humans no longer have to do this dangerous manual labor.

@ArmstrongEcon Hit the nail on the head

While everyone is watching gold, stocks, and inflation, they are not paying attention to the yield curve which is screaming very loudly but nobody is listening.

VIX divergence forming — fear fading as S&P hits lows. But Kharg Island ground op still on the table. 82nd Airborne on standby. Oil at $112. Divergence could unwind fast if escalation surprises markets. Stay alert. 👀 $VIX $SPX #Oil #OOTT Not financial advice.

Everyone talks $GOOGL winning AI with Gemini's 750M users. But who's winning enterprise & dev tools? Claude Code: $2.5B ARR. Anthropic: 40% of enterprise AI spend. Can you even trade the real AI story? Anthropic is private. 🤔 #AI #GOOGL #Markets Not financial advice.

Is the S&P bottoming? 🤔 VIX made a lower high even as $SPX hit new 2026 lows this week. Classic divergence — fear fading while prices fall. Historically signals exhaustion. Watching closely. 👇 Not financial advice. #VIX #SPX

$spy $qqq $vxn $sox Noticed $VIX didn't make new highs while $SPX made new lows heading into OpEx Could be an indication of short-term exhaustion

$SPX clearly spun out of any channel from Oct '22 On verge of "death cross" Seems a return to 600, pre-tariff levels to be a logical destination...not financial advice

$VIX Golden cross in full effect A retest of the 50Dma seems to be a logical expectation and then go from there

@OmerCheeema Isn't it better to retain the employees, they can go work for potential new entrants aka Tesla and provide them with solid euv workers

I live in Eindhoven, ASML town. Heard this from folks inside... Over the years ASML promoted a lot of strong EUV people into architect roles, group leads, management tracks. Built up serious layers. Classic growth pain. Then McKinsey comes in , says cut the management layers to speed things up. So now those same high performers, real good EUV experts, who got promoted are the ones on the block. About 3400 roles targeted, mostly management. Half will be reassigned, rest gone. Big hit in Veldhoven/Eindhoven area (~1400), some in US. Unncertainty is high, unions talking, details probably land around April. At the same time, ASML is still planning massive growth. The new campus near the airport just got final green light from city council. Construction starts soon, phased build-out. Long term they talk ~20,000 new jobs in the region (first wave ~5k by 2028). And the layoff packages are subpar. Philips is also based in the same town. And they had layoffs due to serious financial issues last year. Their layoff packages were much better than what ASML is offering. What a way to kill tje company culture. Especially at a time when the company is printing money.

@SubuTrade Aligns with opex

Total Put/Call Ratio jumped to 1.12 The last 10 spikes came close to marking bottoms for $SPX Will this time be different?