If you bought 143k in potatoes last month You’d now be a millionaire https://t.co/7Z0OVNfJDU
Pentoshi
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$UUUU update: 20% the last two days and moving towards that prev ath HH + HL's continue to build https://t.co/W1yqk5yVxU
a month later, and we've had the largest rally in history of all history according to historians who keep track of historical prices doomers get to be right once every couple years, and even when they are it's for such a short time. they blink, and prices are back up. opportunity is in abundance somewhere if you're willing to seek it out. sometimes its crypto, sometimes. its ai, sometimes its commodities. but its out there people are generally, eternally optimistic. they don't come to markets with the hope of. "i'm going to lose everything i can as quickly as possible" the animal spirits get neutered time to time sure. but the path of least…
$URA is another great one that is looking primed for a breakout. It continues to knock at this resistance with higher lows, feel its just a matter of days or weeks until we see a strong move higher. Only started building a position in the past week or so. I do think with the energy/nuclear plays you need to take more of a longer term thesis though as opposed to what we've seen in the "ai bottlenecks". As the nuclear sector in general is going to take some time. AI is a huge tailwind of this obviously but the entire global sector is expected to expand with over 30 countries planning to triple nuclear capacity in the decade + ahead. Not to men…
$UUUU great move so far. Earnings are today after hours. But this is also just looking like it's building into a larger move up again soon and also think we will see new highs with how this market structure is shaping up https://t.co/7TtwYa0nNT
52x in a year If it's not obvious by now why crypto has underperformed it should be It's estimated that there's going to be another 7.6T in capex as well over the next 5 years Attention + Money flows have been HEAVY in anything to do with AI and that has taken away from crypto https://t.co/QjyFCcIw6J
@Souitenesse_eth And also. I don’t have the reach to move these. They aren’t penny stocks
@Souitenesse_eth I discussed it with @Nebraskangooner as well in Q3/4 lol.
$USAR The US government will potentially have an 8-16% stake in this which is going to support building domestic heavy rare earth elements and magnets. Which are essentially for all advanced US weapons systems. Think things like fighter jets, missiles, radar, electronic warfare, robotics etc. China controls 85-90% of this supply chain so this is essentially national security critical. It has both macro and geopolitical tailwinds. Still pre-revenue though. So thats important to note. *Traded this one in the past from $14-28 and rebought at $17 so full disclosure that's my entry. It's a bit of a slow mover. But I think it's time for accelera…
@Blazer_Chris_ @BernieSanders @grok can you explain the taxes and regulatory changes + input cost changes to distribution to someone with a low iq. Explain like they are in kindergarten
@BernieSanders Not to mention other built in costs. Labor etc that these stations have and everything leading to it.
$BTC I have always been a fan of HTF's and historical levels. I've always used these to build out HTF ideas in my charts and execution. I just want to point out how clean these lows were where each weekly candle closed or opened at the 21 cycles 1W ATH closes and opens perfectly. really look at how the candles opened and closed Admittedly, I had bought 69k and sold 75-76k and then rebought that + more at 78k. (2-3k higher than where I last sold) It's been a great year so far. We traded 85k to 92k end of Q4, 69-75k and the current trade while avoiding drawdown from the last 8 months and are now able to accumulate far more BTC. As prev said…
One of the most common mistakes I see is people clinging to losing trades or investments desperately hoping to break even Even when they know it's a bad position, and something else clearly provides more upside. They will remain stuck. There's obviously a huge opportunity cost in that, but a pretty heavy emotional cost too but at the end of the day it's only worth what the market will pay for it. And you have to compare that value vs value somewhere else. Letting go can feel painful in the moment, but I've found it almost always lets me move on and feel more positive in the future. It clears your mind, it frees up your capital, and lets yo…
You have to think of markets in terms of a pendulum. It swings from high, to low over a large period of time. The pendulum is just the momentum of it. You can often feel the shift as momentum stalls, and the pendulum begins to swing the other way and the momentum shifts again There are times where you will see me not take trades for months, or very few trades like in crypto for the better part of the last year now having been more equities focused It's all at the end of the day some form of human psychology right. The cycle is just greed to fear and fear to greed over and over. I know my strengths and weaknesses. Being in a trade every day …
Let's start with $BTC. Sorry for the delay. Let’s do some simple math around $BTC, saylor and $STRC . Total purchased bitcoin so far for $MSTR is 88,568. Total holdings have reached 818,334 with a goal of hitting at least 1m by eoy. The average is around 730 BTC per da. It’s a rough average and varies slightly.. There are 450 BTC mined per day. So in the same period of purchases 40,500. Strategy is currently on pact to buy 1.6x the supply mined. So one single corporate buyer of BTC has bought more than DOUBLE the btc created in this period. Obviously, at some point something has to give. In the past year I’ve not taken many BTC trades and …
And there it is https://t.co/ceWerIOqPv This is the most hilariously manipulated market in history. Even if predictable.
Jerome Powell did wayyyy better than people gave him credit for if you look at the whole picture and he wasn’t given an easy task either with a lot of these global and macro events
My 2026 trading guidelines: Trump escalates the heaviest on Fridays. Futures sell off Trump always descalates every Sunday night without fail. Futures make new highs If SPX is down more than 1bp at the end of a trading day then we announce that a deal with Iran is imminent. Possibly coming tomorrow. Every day is tomorrow technically Rinse and repeat the above
When your semiconductor stocks are down 1% after being up 1000% ytd https://t.co/kXdOYGi6YY
the OPEC news is great long term, eventually we will see much lower prices. huge win short term, it likely has no impact bc that oil isn't going through the strait for now
We got the 80k push on $BTC. Whether this ends up as a macro LH is yet to be determined. But long term I don't think it's a bad spot with quite a bit of patience. Right now I think it's more important to reclaim a prev level if we want true expansion. For example 84-86k area HTF close for momentum I'll likely return to crypto when things look better. 3 trades on btc in over half a year and one on HYPE and all went very well. this one I had already exited back when we first hit 76k a month ago tho. Sometimes less is more. Gotta know when to push it and when to sit back.
@FilipposCharal2 @mrluiscalderon @chamath @grok In short tho. I think if governments can prove they are not spending it on fraud and waste. sure. raise them. they can't though. so they don't deserve more just bc someone has more. when they can't even be responsible with what they have already.
@Innerdevcrypto I do think that in general. The idea is kinda simple at least what we are seeing. The biggest race between countries right now is AI. So anything from top down related to it has done well. There's been an infinite bid. I think it will deflate and re-inflate several times but overall the next few years should be exciting. It has sucked up all the capital and attention though for anything that is at any point involved with AI for retail, vc's, countries etc competing for resources. I also think to some degree we will see that in some defense/drone stocks do very well. Which also will be ai related.
this is just stupid at this point lmao https://t.co/MPUZEyuuqX
DeFi has some of the worst risk reward out there and it's not something that is new unfortunately. Make 3-5%. In many cases not even the risk free rate. Risk 100%. The odds of something happening over time are quite high. We have seen that over and over in the last several years. AI is for now only going to add onto that risk at least for the next few years
i just had a lightbulb moment of something that has never been done before in finance. What if Tom Lee made a new way to print money and buy more ETH? hear me out. This is revolutionary bitmine issues a perpetual preference stock. Lets call it. BSTR (Bitmine Stretch) no maturity date, ever. Pays a juicy monthly cash dividend. Like 11.75%. if it trades under 100 crank the yield higher to attract buyers. It pays monthly or now, biweekly dividends. Every dollar raised from BSTR goes straight into more $ETH someone let tom know im available for consulting, or at least a thank you tweet for my completely 100% original idea
There’s nothing actually new in terms of how markets trade. Today’s low caps and memes are just the same people from 20 years ago who traded penny stocks which was all hype, rumors, and promotion basically. Just a younger generation. Today you have the same thing. It’s just on X, and WSB. In short nothing is actually new and nothing has actually changed. It’s all the same human psychology but playing out across more asset classes. You can see it on the charts yourself. Meme coin and stock traders today are the same breed as penny stock traders from 20 years ago. The main difference is just faster information flow and newer platforms like Hy…
China has been squeezed pretty hard in the past year. Let’s take a look at all that’s happened. China had major operational influence over the key ports at both ends of the Panama Canal through a Hong Kong based company (CK Hutchison). Trump put heavy pressure on Panama from day one of his second term, and their Supreme Court ended up canceling those contracts effectively booting the Chinese linked presence out Then the U.S. supported operations that removed Maduro from power in Venezuela (January 2026 military action), and is now redirecting the country’s massive oil resources away from China (their biggest buyer) and Russian influence, br…
it's crazy that most the "ai bottleneck" charts look like this lmao i just can't bring myself to buy a lot of these and there's like 100 of them that look like this it feels like https://t.co/708VOWs4XY why. bc i just have a hard time believing the upside > downside here. i just can't do it and im not a momentum trader anyways if we got some substantial shakeout in these i'd love to find a place to get long but i just feel like some of these have gotten a bit ahead of themsleves obviously these are all going to be highly cyclical as well
one lesson i learned a few years ago is that the animal spirits essentially believe everything is bullish all the doomers who spent the last month calling for limit downs every weekend have now watched the fastest rally in HISTORY off a low unemployment goes up, bullish bc the fed has to cut and inject money unemployment goes down, bullish bc the economy is strong! war starts, bullish bc it means more printing, inflationary war ends, bullish bc of peace and less uncertainty the US markets have a 100% recovery rate. 100%. so it's just about finding opportunity within that obviously I'm being a bit hyperbolic. But the negativity is perva…
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