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Daily irregular updates on US stock hotspots, analysis, commentary, and rumors. For entertainment purposes only — trade at your own risk contact @leexiaolung
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6 555
【F***】·Tue Jul 21 11:30:00 +0000 2026
$HIMS (2W) — After the stellar run from the 14-ish mark, this is now finding its footing above the broken resistance and the momentum cloud.
> above $31.87 is bullish, and targets then are $42.50 and $50.
> below $31.87, we lose the bullish structure and we will draw pullback targets then.
中文版看这 👉 @xfinance001
6 555
【F***】·Tue Jul 21 09:30:00 +0000 2026
$ONDS (2W) — You know the drill here, guys, hold that $6.50 momentum cloud level and this remains a pullback within an uptrend.
Make that the floor, find our support, and then we work our way back towards $8 and $15.
6 555
【F***】·Tue Jul 21 08:31:00 +0000 2026
$ASTS (2W) — Became a very simple chart after this pullback, as $55 is the place that needs to hold.
> now the beauty of this setup is that if it holds, a retest of $133 is where I think we'll be heading.
Lose it, and the chart loses the momentum bar.
A crossroads indeed, but potentially also a very profitable one if bulls start showing up again.
中文版看这 👉 @xfinance001
6 555
【W***】·Mon Jul 20 14:28:00 +0000 2026
$ASTS
Looking for a bottom
I think we experienced capitulation last Thursday/Friday
It's time for accumulation
The downside risk here is now minimal, another test of the 0.618 fib at $52 could be next
6 555
【M***】·Sun Jul 19 20:48:50 +0000 2026
$SILVER
Silver's wave (4) correction that started in January is getting long in the tooth.
Another dip toward $52-$49 remains possible, but that zone could also be where the correction finally ends and wave (5) begins.
Break above $63.30 and the low might already be in. Targets above are $74-$103.
Silver making everyone suffer exactly as long as it needs to.
Crypto channel 👉 @cryptodata66
6 555
【F***】·Sun Jul 19 19:00:00 +0000 2026
$ONDS (monthly) — Just like $IREN, bulls want to come in with decreasing volume on this monthly candle.
> hold $6.50 here, that is the first step in the right direction
> breaking back above $7.78 is the bullish trigger
PT: $15.
6 555
【F***】·Sun Jul 19 17:00:01 +0000 2026
$ASTS (monthly) — As always, the monthly offers the most broad and clear view of this name.
Holding $55 here is a must for bulls because that is all that is standing in between us and the order block below at $46-$38.
Hold $55 and retake $75 is the path to take for the bulls on the monthly.
PT long term: $133.
中文版看这 👉 @xfinance001
6 555
【F***】·Sun Jul 19 12:00:02 +0000 2026
$SOFI (Max Pain, 7/24) — sitting a dollar below the line with very little cushion beneath it.
Bears need $17 to break; bulls need $18 back, and $20 is where the call side really starts to build.
The market has to choose between $17 and $18.
6 555
【O***】·Mon Jul 20 08:40:59 +0000 2026
You aren’t bullish enough on hyperscalers.
Chinese labs are already compute constrained and enterprises don’t want to use direct APIs anyways because of privacy and regulatory concerns.
Thus, most enterprises will use Chinese models through western cloud platforms like AWS/Azure/GCP.
These cloud providers will be the ones making the inference margins at scale.
This will also be a win for neo-clouds since compute demand from hyperscalers will skyrocket.
Long compute.
$MSFT $AMZN $GOOG $NBIS $CRWV
Crypto channel 👉 @cryptodata66
6 555
【F***】·Sun Jul 19 11:00:01 +0000 2026
$HIMS (Max Pain, 7/24) — $32 is where this chart gets interesting.
Spot is sitting right on Max Pain, but $37 is where the upside starts to matter. $32 needs to hold; $37 is what buyers need back to restore bullish momentum.
This stays constructive only while $32 holds; $37 is what changes the week and get's the train going.
Crypto channel 👉 @cryptodata66
6 555
【T***】·Fri Jul 17 14:19:04 +0000 2026
$ASTS in 1 week, people lost discipline here
Forgot about its MOAT, how undervalued it is compared to Starlink and the 10 X potential here
The market loves distracting you with fear
Know what you own, know where support is and have conviction
Watch and learn.
Crypto channel 👉 @cryptodata66
6 555
【R***】·Sat Jul 18 22:03:00 +0000 2026
The companies trying to reshape entire industries...
🏦 Banking → $SOFI
🩺 Insurance → $OSCR
🎯 Marketing AI → $ZETA
🧠 Enterprise AI → $PLTR
☁️ AI Infrastructure → $NBIS
🚀 Space → $RKLB
Which one has the most upside?
6 555
【O***】·Sat Jul 18 16:06:42 +0000 2026
I think this sell-off won’t get much deeper.
The market still looks overvalued across the board but not that much, given 5-10 year averages.
There is nothing on sight to trigger systemic outflows, so I don’t see how we can go much lower from here.
6 555
【O***】·Sat Jul 18 07:46:37 +0000 2026
Both $CRWV and $NBIS held up strong yesterday, despite a bad day across the board.
What does this mean?
The market is about to process that the rise of cheaper models, open or closed, is bad for the frontier labs, but good for every other company in the ecosystem.
Chinese labs are compute constrained and, even if they weren’t, Western enterprises would be highly skeptical using Chinese models hosted in Chinese servers.
Instead, they are hosted in major American cloud providers, and enterprises can confidently use them. This shifts both demand and margins to hyperscalers.
To cover the demand, they’ll keep buying more compute from neoclouds.
This circle of demand will of course keep feeding semiconductors upstream.
Still, I wouldn’t touch most of the semiconductors here as they are already overvalued except $NVDA, but it’s definitely the time to long hyperscalers and neoclouds.
$MSFT $GOOG $AMZN $NBIS $CRWV
6 555
【F***】·Sat Jul 18 11:00:01 +0000 2026
$HIMS (2W) — Is quietly making all the right moves if you ask me.
We lifted 184% from the bottom in February, and we've been steadily holding the recently broken resistance at $31.87, and as long as we hold there, we may aim for $42.50 and $50.
That's really all there is to this chart for now.
Crypto channel 👉 @cryptodata66
6 555
【F***】·Sat Jul 18 12:00:01 +0000 2026
$SOFI (2W) — Is actually traveling in a range since February this year, so it's targeting a half year in range shortly if we don't break out.
Boundaries are very clear:
> $18.80 resistance above
> $15.65 support below.
You can buy the support, and that's fine, but the real buy comes after the breakout above $18.80, as that signals the start of the real move.
中文版看这 👉 @xfinance001
6 555
【F***】·Sat Jul 18 10:00:01 +0000 2026
$RKLB (2W) — This has gotten the number one spot on my list right now.
As I think the zone from here to $56 is a potential money-making / leap-frogging zone, and that's worth a shot based on the fact that we get a clean entry there, defined exit, and large upside.
Lose $56 and the thesis changes, but if we find support between now and $56 in the coming weeks, $151 is my target.
Crypto channel 👉 @cryptodata66
6 555
【F***】·Sat Jul 18 08:00:01 +0000 2026
$ONDS (2W) — Lost the $7.78 support and found a new support at $6.50, where bulls seem eager enough to keep the stock above.
Now the momentum cloud is our last enforcer here, and it has been called upon, and so it does what we need it to do.
> As long as we stay supported by the momentum cloud ($6.50), this remains a pullback within an uptrend and is therefore buyable.
Breaking back above $7.78 will solidify the bulls taking back control — holding $6.50 is a must.
中文版看这 👉 @xfinance001
6 555
【F***】·Sat Jul 18 07:00:01 +0000 2026
$ASTS (2W) — A -60% drop brought the stock all the way down towards the lower end of the momentum cloud, and that's a point we haven't really tested, besides March 2025.
Now the initial reaction yesterday was solid, and we held the $55 mark and got a decent lift. But we're not out of the woods yet.
> $55 needs to hold and needs to be defended by the bulls — that's our line in the sand.
Now do that, and we may start working our way back up through a series of higher lows that lead to a higher high in due time, but holding that level is critical now.
So far so good, but we need to stand our ground here.
中文版看这 👉 @xfinance001
6 555
【O***】·Fri Jul 17 15:48:39 +0000 2026
Kimi 3 obviously can’t pass its training efficiencies on to inference because those training efficiencies come from distilling American SOTA models.
They’re actually much less efficient than the American SOTAs, as they would have had to price their tokens much lower than the American labs.
This means two things:
1) If we want to keep AI development going, capex will have to stay elevated. Without American capex, there wouldn’t be frontier open-source models.
2) Spending on inference won’t decline anyway, as the cost per task of frontier open-source models remains close to that of closed SOTAs. They simply shift margins from AI labs to the cloud service providers that serve these models at scale.
We’re already seeing this play out. It’s bullish for cloud providers, as $CRWV and $NBIS are holding up well on a red day like today.
Long cloud.
$AMZN $MSFT $CRWV $NBIS
