GateUser-1bb63f02

$CRWD $IGV Fatwa on all software names for quite some time, but I’m wondering if that should include cybersecurity here… If the rally can broaden out and pick up software names, I expect this to perform well. Anthropic FUD on cyber may be somewhat immaterial too. Observing.

$ZEC Sheeesh

Ofc capex likely continue to chug along higher in nominal terms, but as the numbers get larger it will be harder to maintain in rate of growth terms (Unsure if %-terms moves the needle, but it seemed to with the Strait of Hormuz)

$TAO It’s working

$MAGS $SMH Bottom.

5-Year Inflation Breakevens breaking out now… Similar to when they first broke out in Oct 2021…

$SPX $MOVE Seeing some divergence now… Higher highs vs lower highs Only thing you need to worry about is bond vol imo oil < rates < rate vol Oil can matter, but only if it’s fking with rates rate of change Simplification ofc

It’s actually getting wider Updated MOVE print AI trade can keep sending, very robust wall of worry, but I encourage you to think about where the best short hedges are too; for now at least…

PTJ doing it again? His Oct 25 interview round was terribly (perfectly?…) timed

Somewhat convinced the macro legends just come out every 3-4 months and straight up lie to the general public about their views (positioning)

They just started popping up on my For You page They always bull post this hard or are they actually looking for liq here lol

$DOGE Memecoin rotatation on even of FOMC? OI back to 0.22 levels Monkey See (Rhino), Monkey Do

Bullposting right as you turn back on the twap hey? Right on schedule.

$PLTR Still $100 by July

Case in point