US_stock hotspots

【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

【T***】·Fri Jul 17 17:08:08 +0000 2026 $UNH Share price follows FCF. The market is completely aware of this and still provided a low risk +100% gain. Buying Silver at $24 and $UNH at $240 was simple, safe and satisfying.

【T***】·Fri Jul 17 17:04:51 +0000 2026 I can't believe the market gave us an opportunity to add $ADUR at $11.85 $ASTS at $53 This week. Two generational companies and both will 10 X from here with ease.

【T***】·Fri Jul 17 16:26:04 +0000 2026 Silver was a safe haven at $24 It was not a safe haven at +$100 (why we trimmed) Silver has now pulled back to $56 and has declined over -50% (making this attractive again) Understand this.

【T***】·Fri Jul 17 16:02:36 +0000 2026 1. We don't buy dog shit 2. We don't chase positions 3. We add on pullbacks 4. We add when the masses sell 5. We know where a strong confluence support is 6. We always hold cash 7. We always protect ourselves with safe havens 8. We hedge instead of using options. 9. We know that pull backs are part of the process 10. We know that our aim is not to get everything right 11. We also know that we can't eliminate all risk 12. We do the simple things very well 13. We do feel the pressure like everyone else 14. We have learnt to control it....over time 15. We know we still have a lot to learn 16. We will always return to all time highs. 17. We know fundamentals always matter 18. We know parabolic moves are red flags 19. We know humans rarely change their habits 20. And we know this can be measured. 中文版看这 👉 @xfinance001

【T***】·Fri Jul 17 12:27:41 +0000 2026 $SPCX Never EVER listen to BS institutions price targets who are leading an IPO None of them shared the downside risks And none of them were adding at the IPO EXCEPT @CathieDWood which tells you everything you need to know. Institutions are the parasites the market can not get rid of Instead, use them instead of listening to them. 中文版看这 👉 @xfinance001

【T***】·Fri Jul 17 12:20:51 +0000 2026 $ZETA has rode this turbulent storm by consolidating It did not sell off with the sector In fact it broke out of its wedge and flipped the 50 WMA to support. $ZETA is behaving as $OSCR did, when it consolidated for 18 months before bouncing +200% in 2 months. $ZETA is still in the Buy Zone. Crypto channel 👉 @cryptodata66

【T***】·Thu Jul 16 16:42:29 +0000 2026 I went ham on $HIMS at $15 and it doubled a few weeks later $ASTS is giving me the same set up now… $ADUR a close second Both moats are too strong to ignore at these levels The market will always present opportunities to you Taking advantage is typically the hardest part for many My time horizon is always, while the fundamentals and story remain strong Crypto channel 👉 @cryptodata66

【T***】·Thu Jul 16 16:34:34 +0000 2026 $ASTS latest dilution is 4% of its Market Cap But the share price declined -18% on this news Overreaction will become a feast

【T***】·Thu Jul 16 14:35:27 +0000 2026 $ADUR has dropped -20% in less than 5 days on no news Market wanted cheaper shares I would not be surprised to see a strong recovery

【F***】·Thu Jul 16 11:00:03 +0000 2026 $ASTS — scrap the chart, the news matters more today. Everything we tracked this week, the $75.70 breakout, the $66 low, the fading bounce, was flow-and-price data before this hit. AST just priced a $1B convert, reviving dilution fears. Stock's gapping -12% lower, opening near $58. That's below every level the 5-day chart showed us. Flow signals from yesterday don't carry into a dilution gap like this. Let the dust settle first. 中文版看这 👉 @xfinance001

【H***】·Wed Jul 15 22:15:31 +0000 2026 I know I posted this the other day, but let me make it a little bit more precise. $VIX seasonality this year so far has been quite accurate wouldn't you say? Let's see if it continues the trend in 2H. If so, the VIX should spike up soon...

【F***】·Wed Jul 15 09:00:02 +0000 2026 $ONDS (2W) — This has been range bound since November 2025, and I suspect that's giving people the bluest of balls right now. From where I'm standing, the major thing for bulls to do is keep the momentum cloud as support and bullish, and that means not dipping lower than $6.50. Now if bulls are feeling frisky, then retaking that lost support at $7.78 is what they should aim for. >The first one is a must, the second one isn't for now — but we'd welcome it. I still think this will see $20 once they've bored us all out. 中文版看这 👉 @xfinance001

【F***】·Wed Jul 15 16:00:00 +0000 2026 $ASTS (weekly) — Bear Fortress forming and the size doesn't lie. The 75 and 95 put strikes are running 4-5x bigger than any call strike on this chart. 75s are still building right now and the 95s got planted on July 9 and haven't moved since. > calls at 90/100/140 never get close in size — that's noise next to this put wall. Down 21% to $68 and the flow says protection, not a bottom. Trigger: only flips if 75s stop falling and roll back toward zero. Crypto channel 👉 @cryptodata66

【T***】·Wed Jul 15 21:18:02 +0000 2026 Elevated activity of public offerings right now As we lead into the seasonal weakness in September Typically a public offering should be made after strong moves… Or they expect the market to be weak soon You don’t raise during a weak market

【F***】·Tue Jul 14 12:30:01 +0000 2026 $ASTS is either building or fading here — and right now the two disagree hard. Price just gave back its run at the highs, falling 14% back to $67. Flow didn't follow — it's still sitting near its highest print of the whole window. > flow spent five days building into this move and it hasn't cracked. Price collapsing without flow confirming is exactly the kind of gap that eventually closes. Flow hasn't blinked, that's the edge. But price already broke the one level that mattered — $74 — and there's no clean floor left below it yet. This only works if flow's conviction shows up before price finds one on its own. 中文版看这 👉 @xfinance001

【F***】·Tue Jul 14 06:23:11 +0000 2026 $ASTS (2W) — All eyes on $63, guys, that’s really the line I’m watching, and as I’m a daredevil by nature, I will add again around $63 for a final time. I could be adding because I like to lose money, but until proven otherwise I’m betting to do the opposite, make a ton of money, and ASTS is my vehicle of choice. The biggest contributor to my gains in the last 24 months has been this beast, and I’m playing that game until it stops. > $133 is the first target, and that is already a money doubler. 中文版看这 👉 @xfinance001

【F***】·Mon Jul 13 16:00:01 +0000 2026 $OSCR (monthly) — Made everybody lose their minds spending 2 years in a range, and then broke out. Next up is $37, and clear that and we have a clear sky in front of us to go much higher. But first things first: $37.

【T***】·Mon Jul 13 18:20:18 +0000 2026 $QQQ has been in a rollercoaster wedge since the start of June Where 1-2% swings daily have become the norm This is as we lead into CPI and PPI prints this week And the start of the heavy hitters of the Earnings Season A direction will be taken shortly as we lead into August The trend suggests to the upside to complete the final move higher leading into September A breakout CAN cause a strong move You do not sell positions in this current set up You are being tested Crypto channel 👉 @cryptodata66

【T***】·Mon Jul 13 18:14:13 +0000 2026 $UNH is now within touching distance of jumping 100% from its low this time last year And just back to its 200 WMA NOBODY WANTED THIS Apart from the CEO, the COO and TLI. The safest and easiest 100% gain I’ve ever made Maybe even better than the 300% gain we made on SILVER as a safe haven. 中文版看这 👉 @xfinance001