Posts
The Industry Is Starting to Change
One detail buried in today's tariff headlines deserves more attention. The newest U.S. tariff package specifically exempted copper and critical minerals, reinforcing a broader trend already taking shape. Reuters also reported that U.S. demand for rare-earth magnets reached roughly 48,000 metric tons last year while domestic production supplied only about …
⚡MORNING WATCHLIST⚡
$CISS Entry above: $.19 🎯 $.21/$.24 🛑 $.18 $POLA Entry above: $1.73 🎯 $2.00/$2.25 🛑 $1.60 $CHAI Entry above: $.5150 🎯 $.55/$.58 🛑 $.49 $GLW Entry above: $122 🎯 $130/$135 🛑 $118 Note: These are trade ideas based on break-out levels, once they hit entry & start moving up, consider …
Missed the pre-market entry on $MSTZ and now I'm just watching it run without me
Had the alert set, knew the setup, and then completely blanked on pulling the trigger before open. Inverse MSTR ETF, 2x leveraged, was right there. The moo.moo feed was flashing this thing pre-market and I still somehow talked myself out of it. Classic. Now sitting here watching the chart move …
Palantir (PLTR): the full file — the numbers, the owners, and what the filings actually show
GGLL trade closed in 20 minutes, walked away before the chaos got worse
Been playing 2x leveraged stuff lately and this GGLL trade was a reminder why you set a timer on these things. In and out in 20 minutes. With 2x leverage on $GOOGL you really cannot afford to sit on your hands, the thing moves fast and decays faster. My moo.moo …
Bought on lunch break and forgot.
Macro rotation or just noise? Trying to make sense of this market structure
https://preview.redd.it/f5ibvxy53wfh1.png?width=1695&format=png&auto=webp&s=d1ac0168d7ba42fb395baedda4ff5a72ee49612d Been watching cross-asset flows pretty closely lately and something feels off. Rates are doing one thing, equities another, and credit spreads are basically shrugging at all of it. The divergence between real yields and equity multiples is at a level that historically doesn't hold for long. Either earnings have …
Finally booked some gains on $DBS, but now I'm second-guessing everything
Been sitting in DBS for a while, watching it move up and down. Finally took some profit this week, felt good for about five minutes. Then the chart kept going. Classic. The moo.moo community was pretty split on DBS, some people riding it higher, others trimming like me. Now I'm …
KOSPI triggered
Well, we’re starting on the red tomorrow. Us Korean Americans are double-screwed.
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
Been watching $AMD pretty closely and one thing keeps standing out: it's off about 15% from its 52-week high. Meanwhile $MU is down 28%. So AMD is actually the tightest name in semis right now, which is either a trap or a signal. The Anthropic angle is what makes this …