US_stock hotspots

【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

【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

【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

【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

【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

【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

【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