GateUser-272e4d07

$SPY Do we moon? 🚀 Or reject and range for a year? 🪦 The outcome will impact all assets

There’s only one way to get your fix 💉 $AMZN

Started using Claude cowork and it’s very obvious 1) Why the hyperscalers aren’t building enough capex 2) Why compute will not be a commodity 3) Why compute will be expensive and insatiably in high demand It clicked last week and I bought $AMZN (largest dist. of Claude)

Shallow dip bc the blockade puts Iran on borrowed time, it’s over Also just look how much the Macro substackers have been coping against the peace progression, their engagement slipping Tells you what side of the trade to be on

This is the AI opportunity $AMZN

Nobody owns enough $AMZN

Ok settle down folks

Started in partial positions in $AMZN and $HOOD. Lots of room to add if Iran headlines cause a market drop They’re both already far too undervalued

I genuinely don’t know which was crazier today Life is a movie 🎥

Eventually the algos lose so much money believing what he says that his tweets no longer move markets Algos have enjoyed losing money longer than I expected

Someone knows something

Today feels like a mean reversion day. Nothing has fundamentally changed and it’s the last day of the month/quarter so ppl taking profits to ‘paint the PnL’

Thinking $SPY gap fill to $645 then enter or add to any shorts

This is 100% how it ends btw The reason energy longs are so precarious is he could do this any time

Long $PALL. It’s come into major support pretty quickly and will be high beta if PM run resumes. Hitting three support levels of price, 50W and 200W SMAs Tight stop, medium conviction

Sold 1/3 XLE, this has been a nice rip. Close to target and Trump is getting desperate so who knows what happens

$BTC holding the channel so far. These are usually bear flags. It’s holding because of SPY

Bro is giving trading advice now

$COAL is the best looking chart out there and is going to be substituted in Asia for the O&G shortages