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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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6 568
【T***】·Thu Jul 30 20:31:40 +0000 2026
$ASTS is going to be one of those positions that you’ll look back on in 1 year and wonder
How did I not take advantage of $ASTS in the $50’s?
They have the product
They have the moat
They have the management
There are ENORMOUS barriers to entry
They have the partnerships
They have the oligopoly
They have the fastest growing market in the world
Buy all day long
And it’s a buy all the way up to $100
Crypto channel 👉 @cryptodata66
6 568
【T***】·Thu Jul 30 12:15:22 +0000 2026
I added $UNH 13 times, far above our typical 5 buys for a position because we could not ignore the value on offer
We did not care how long it took to reverse, we would have held this low risk position for 5 years to get +100% return
But we got it within 12 months and it protected our portfolio....along with Silver, $HIMS, $OSCR and $ZETA.
$ADUR and $ASTS are two positions I will NEVER get sick of adding when they are on sale
And they are on sale now.
Their MOATS are too strong
And I will continue to add these position as they move higher too.
中文版看这 👉 @xfinance001
6 568
【T***】·Thu Jul 30 12:11:17 +0000 2026
$HIMS needed another test of the $25 support level that has been in place since 2024
Carry on.
The 200 WMA just slightly below has never been lost.
Opportunity to add to your position here
6 568
【T***】·Thu Jul 30 12:05:29 +0000 2026
KOSPI's pull back can be complete here
On the confluence support of the 50 MWA and the 0.5 Fib....and it conveniently happened on the SAME day as the Fed's Interest Rate decision and Mag 7 reporting.
This is the market, it works in harmony.....the harmony doesn't have to be enjoyable.
But there is an argument now that Kospi and $SNDK have completed their corrections.
$MU is still a little too early for me.
中文版看这 👉 @xfinance001
6 568
The Fed left the rate unchanged, but three members voted for a hike now
Yuri Ichkitidze, Freedom Global
Following the FOMC meeting on July 28-29, the federal funds rate was left unchanged in the range of 3.5-3.75%. However, three out of twelve committee members opposed this decision: B. Hammack, N. Kashkari, and L. Logan voted for a rate hike at this meeting.
This decision was expected—it was predicted by more than 97% of analysts surveyed by Bloomberg, although the rate futures market had a different opinion, pricing in a 30% probability of a rate hike already in July. Ultimately, the three members who voted for a rate hike now turned out to be the main source of surprise, while the majority of committee members maintained a firm stance unchanged from the previous meeting.
Judging by the FOMC statement and Warsh’s press conference, the Fed clearly focused on containing inflation during the meeting. The unequivocal phrase from the statement, "the committee will ensure price stability," speaks volumes: such firm but abstract assertions, under the communication policy reform led by Warsh, will now become the norm. In his speech, Warsh also firmly reiterated that the Fed unwaveringly adheres to its 2.0% annual inflation target, and there can be no leniency on this.
Otherwise, it remains to be seen how the Fed interprets the latest inflation data, what reasons the three members cited today for a rate hike, and to what extent the current rise in oil prices led to votes for a rate hike already at the July meeting. Of course, Warsh said nothing about forecasts, and what decision will be made in September remains shrouded in mystery.
After the Fed’s decision announcement and Warsh’s press conference, the rate futures market indicated only a 57% probability of a rate hike in September, although before the meeting it indicated a 100% probability of such an event. We consider both of these extremes excessive—the market had inflated expectations of a rate hike before the meeting, and after the meeting its reaction was also excessively dovish. We believe it is more correct to interpret the outcomes of the meeting as a gradual increase in the probability of a rate hike in September-October. If before the meeting we estimated the probability of such a decision at 10-15%, after the meeting we believe this probability has risen to 30%.
Our main argument is precisely those three votes for a rate hike in July and the persistent trend of committee members’ opinions shifting toward more hawkish policy. At the same time, in our view, there are not many economic reasons for a rate hike. Core inflation remains under control, with only minor risks. The only thing that could truly worry the committee is a possible future rise in oil prices due to continued military actions in the Strait of Hormuz, but the Fed will not react to it preemptively. And the last possible argument is curbing the stock market "bubble," but here it is quite likely that the mere threat of a rate hike will also work well.
Thus, we reaffirm our baseline scenario of the Fed keeping rates unchanged until the end of 2026, but note that the information emerging from the meeting forces us to raise the probability of a Fed rate hike in September-October to 30%.
6 568
【F***】·Thu Jul 30 09:00:03 +0000 2026
$ONDS (2W) — Where others have lost the cloud, Ondas is still holding on, but only by a thread.
$6.50 is our line in the sand, and the stock is currently at $6.80 with two days left before we get our weekly and monthly closes.
I’m in this trade with some dry powder left to make this a 7.5% position, but I’m waiting for the weekly close before I pull the trigger.
> hold $6.50 and the setup is still valid. Lose it, and that changes.
中文版看这 👉 @xfinance001
6 568
【O***】·Wed Jul 29 21:50:39 +0000 2026
Bill Ackman: “If a company is increasing growth capex while earning above average returns, you should applaud.”
$META said today that third parties offer substantial premium for their compute.
But, they prefer internal usage because it’s even higher ROIC.
You should applaud.
Crypto channel 👉 @cryptodata66
6 568
【B***】·Wed Jul 29 19:26:35 +0000 2026
🚨🤯 BLACKROCK JUST DISCLOSED 7.2% OWNERSHIP OF $ONDS, TOTALLING 38,129,865 SHARES‼️
This is a 1,668% INCREASE from Q126, where they reported ownership of 2,156,502 shares.
One of the largest and most influential firms in the world is accumulating $ONDS at an ungodly rate AND YOU’RE BEARISH?👀
Crypto channel 👉 @cryptodata66
6 568
【F***】·Thu Jul 30 04:39:51 +0000 2026
S&P 500 book depth is still extremely thin and still getting compressed.
Less outstanding orders on either side of the price = less cushion against violent moves
I can't go back further than 2024 using the official CME data, but I'd argue this is the tightest prolonged book depth contraction in 25 years.
中文版看这 👉 @xfinance001
6 568
【S***】·Thu Jul 30 02:51:34 +0000 2026
$ASTS: Despite some slippage in the launch of extra satellites from AST SpaceMobile to early 2027, Vodafone, its key European technology partner, has restated its commitment to starting a ‘beta’ satellite service for the UK “at the beginning of 2027”.
Margherita Della Valle, Vodafone Group CEO, commented: “‘Our partner AST is currently predicting, after the last replanning, that we will have available 45 satellites at the beginning of 2027.
This is the number that we need to start our beta testing in the UK, which will be the first market where we launch.’
中文版看这 👉 @xfinance001
6 568
【O***】·Wed Jul 29 15:08:24 +0000 2026
$SOFI
Just note this:
CEO bought $2.25 million worth of shares this year. No sales.
Before these, his last purchases were in 2024 and then the stock made 5x in 18 months.
I bet we’ll see this double from here over the next 12 months.
6 568
【T***】·Wed Jul 29 12:28:35 +0000 2026
BREAKING: President Trump says the US will respond to Iranian strikes on a US airbase in Jordan.
US oil prices extend gains to +7% on the day.
6 568
【T***】·Tue Jul 28 17:43:48 +0000 2026
So when the FED keeps rates unchanged tomorrow
Citadel securities is sitting on enough supply now to take advantage of the bounce higher
They’ve now made money from coordinating the sell off today and will make from the bounce tomorrow
You know they added aggressively because of the V shaped recovery
This was the clearest form of manipulation I have seen
And the scale was enormous
Crypto channel 👉 @cryptodata66
6 568
【T***】·Tue Jul 28 16:17:16 +0000 2026
$WYFI That was a hell of a stop loss raid at the open -10% to flat.
$WYFI has not been following the market and has given us a 3 wave pull back.
We have a position, we like it, we are holding and considering adding again.
6 568
【F***】·Wed Jul 29 12:30:00 +0000 2026
$CIFR (2W) — Not much has changed on this one.
> support is pretty far below around $13-$16
> resistance is the clear line above at $30.14
Until we either break resistance or test support, there isn’t a real setup right now, and we just gotta let the chart do its thing and give us an entry at some point.
Crypto channel 👉 @cryptodata66
6 568
【F***】·Wed Jul 29 11:30:00 +0000 2026
$HIMS (2W) — The momentum cloud is where this one will be decided, and right now we dipped below that and got rejected.
$32 is where the bulls and bears are fighting over, and that means we either get a bullish continuation if we can manage above it, or a pullback if we can’t.
Targets on the downside if $32 isn’t reclaimed are $24 and $19.50.
Crypto channel 👉 @cryptodata66
6 568
【F***】·Wed Jul 29 10:30:00 +0000 2026
$RKLB (2W) — If you feel like we have been staring at the same chart for months, then you are absolutely right.
This is still the same downtrend, and I think we have a solid shot at the bottom right around here.
> as long as we remain above $56, I think this is going to be a solid addition to people’s portfolios for this year and the next.
Historically speaking, this one has a habit of dipping deep, and this dip has not been anything less than that. But as long as we remain above $56, I say this one could be DCA’d into, and my target is the resistance above at $151.
中文版看这 👉 @xfinance001
6 568
【F***】·Wed Jul 29 09:30:00 +0000 2026
$ONDS (92W) — Bigger picture, I’m really bullish on this one as long as we don’t lose the $6.50 level.
> That is where the momentum cloud ends, and that is where this chart flips from bullish to bearish.
I’m aiming for $19-$26 as my end zone for this swing trade, and that is not without some hurdles and challenges, among them the $11/$12 selling pressure and the $14 resistance.
So definitely one for those who already have gray hairs, but a nice upside and clean entry right now for those willing to risk it for the biscuit.
中文版看这 👉 @xfinance001
6 568
【T***】·Wed Jul 29 10:25:40 +0000 2026
SIVE probably the strongest and worst parabolic move this year
Meaning its pull back would be stronger than standard
And now it has fallen from 110 down to 26, right back down to the 200 Day MA.
Risk is now reduced down at this support level.
We warned (below) before the large drop took place.
中文版看这 👉 @xfinance001
