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@AxelAdlerJr
Brent rose to $97.19 a barrel, nearing three-month highs. U.S. and Iranian strikes on tankers and other vessels heightened concerns over prolonged disruptions to oil shipments through the Strait of Hormuz. https://t.co/BlcasFDFEi
@AxelAdlerJr
I still expect the Fed to hold rates steady at its September meeting, although the case for that outcome is weakening. https://t.co/wUTr88GVD3
@AxelAdlerJr
This signal already failed the bulls in May. Now BTC realized cap is rising again: up $9.36 billion over 30 days after 87 days of negative growth. What needs to confirm the recovery to avoid a repeat of May? Full breakdown in Morning Brief #251 👇 https://t.co/aCjB9VtMHc
@aleabitoreddit
Is there any other industry... Where every investor is cheering for shortages and price hikes? SED reported today that: Samsung / $SKHY "stockpiles have fallen to less than 10 days of supply, and a severe shortage could emerge next year, according to a new forecast" KB Securities said that the memory market next year will see "the tightest supply conditions in history" KB Securities projects memory's share of AI infrastructure costs to expand from 40% this year to 57% next year, with others like TrendForce placing next year's figure at 68% (total hyperscaler capex, pretty wild forecast attached) "Both stocks have fallen 38% from their peaks over the past three months, pushing their price-to-earnings ratios based on next year's expected results down to about three times." Likewise, commentary around Phison stated they expect extremely tight NAND supply in 2027, so hard to see memory flooding the market or prices collapsing next year... They gave some color that "soaring NAND prices have forced some Chinese consumer module makers to liquidate inventory, giving Phison opportunities to buy lower-priced stock", so it does show some price declines can coexist with broader shortages. TLDR: KOSPI + read through for other names like $MU / $SNDK might be happy for 2027 given demand causing shortages + infra spend share increase.
@eliz883
GM best 👋🏻🔥 New week new opportunities
@CryptoGodJohn
The goal is to make all my followers millionaires and fuck off
@aleabitoreddit
Got curious and decided to track which thesis of mine were still up 100%+ YTD after the recent drawdown: 1. $AXTI - InP substrates 2. $NBIS - Neoclouds 3. $MU - Memory 4. $INTC - Foundry 5. $LITE - Photonics 6. $IQE - Epiwafers 7. $AAOI - Photonics 8. $GDRZF - Venezuela 9. $AEHR - Machines 10. $EWY (volatility + underlying) 11. $RPI - AI orchestration 12. $SOI - SIlicon Photonics Substrates 13. $SNDK - Memory 14. $SIMO - Memory 15. $MRVL - ASICs 16. Nanya - memory 17. Unimicron - substrates 18. $ARM - CPUs 19. $SIVE - Photonics From H1 2026, around 19 names across several themes up 100%+ still from the selection of winners. Since many like $TSEM / $HPS.A / $LPK / $ALRIB fell out of the range. (obviously not all are green like Shunsin / $XFAB and disappointed by performance). Regardless, glad a lot of my ideas turned out decently, rather than just being known for one like $AXTI. To the point the Chinese community gave my investing style a name "Perilla Leaf Theory". Again not too sure if my new ideas replicate this performance again in H2 2026 or 2027... For H2, my new thesis was on $CCXI for humanoids/downstream physical AI shift and ESMT for DDR2/DDR3/legacy memory. But I'll keep sharing my core ideas and thought process for free so people can poke holes or debate it until things get validated.
@Bluntz_Capital
one of the few memes bouncing hard today after the sell off is giggle-mascot:native on bnb chain and its for charity, specifically CZ's favourite charity, and they recently flipped CZ's $1m donation to giggle academy do not be surprised if this goes stupid high imo pointed out it was right on the 0.618 on fomo earlier aswell during the capitulation and now already up 70%, so if youre not following me on fomo i say alot more about certain coins on there then i do here these days. https://t.co/HBYBIXWXXk
@CryptoGodJohn
One of the best traders I know told me it’s time to lock in and print a $10m+ PNL on a leverage long by the end of year Challenge accepted
@astekz
https://t.co/sFJYyM1n7J
@CryptoGodJohn
Onchain seems crazy right now but Bitcoin is only $80k and it’s still technically summer The next few months it’s only going to get crazier The total crypto market cap has barely moved
@ColdBloodShill
Next topside break for $ETH going to be very violent for bears. https://t.co/MuRXuevGMy
@CryptoGodJohn
Time to activate the printing machines Generational run is upon us
@rektfencer
You can literally print money on Robinhood, Solana and BNB at the same time rn this is insane lmao haven't seen conditions like this since the bull run
@crypto_birb
I'm happy with how I traded last 30 days. Actually, this Millionaire Speedrun Prelude said A LOT about my new day trading strategy, too. For example, I tend to cut big winners too early but my risk control is A-grade. Besides, 1. Balanced growth: Account up +3.67% vs MDD −2.3%. 2. 53%. 16 wins. 14 losses. Net +$14,050: Did better than strategy win rate (37%). 3. Profit factor: 1.73: Avg win $2,079 | Avg loss $1,373 4. Three ETH longs did 64% of the gross profit. 5. Without BTC trades, net would double. Conclusion: focus on ETH longs. Some of you may think those are rookie numbers. But the fact I didn't lose money 6th month in a row during 2026 drawdowns beats 95% traders here. Ask your favourite KOL to show 6 months statement - they won't. I challenged some to compete against me but they ran away scared. My drawdowns (and profit) were small because I only risked 1% of the account at a time. Profit is cool, but a balanced, sustainable growth that compounds confirms something more important: edge. When the edge is real, only thing left is to add money. Since bull is back, next 3 years I'll continue to day trade on 1h to hedge my parallel position trading on 12h. It will naturally under perform buy-and-hold but will compound on significantly reduced drawdowns. So, time to size up. P.S. I'm making all my money here: https://t.co/gboVqRXIG8
@DaanCrypto
The market will get really fun if the total altcoin market is able to properly break this current resistance. This level has held both as support and resistance multiple times over the past 2 years. It marked the start of the post election run that made this move 2x in only a month at the end of 2024. That was also the last time alts as a whole really outperformed and our last decent "alt season". Not expecting a similar reaction here, but just noting how important this area is to break to flip the market structure around.
@rektfencer
ONE FOLLOW FROM
@vladtenev
SENT A $MEME FROM $35M TO $350M. In just one candle. That's the market we are in right now. Every day, something completely stupid can reprice 5x, 10x, 50x. A new week starts tomorrow. Lock in. https://t.co/SyRy4BCqTP
@CryptoGodJohn
It’s Vlad season Get ready - $PCC next up
@eliz883
I’m not on FOMO app But you should turn on my notifications for charts and trading You’ll enjoy it
@ColdBloodShill
We're about to send $NUDES.
@ColdBloodShill
what https://t.co/UQQszxOQcJ