Noesis @NoesisTrader
Macro, liquidity & US equities. Documenting swing positioning through charts, sector rotation and risk. Weekly market maps. *NOT FINANCIAL ADVICE Joined April 2025-
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$NVDA $TSLA $PLTR $HOOD $SOFI Before buying a 20% dip, write down what would make you sell. If the only answer is “nothing,” you haven’t finished the research.
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@Kalshi_Finance Key question : can these customers keep buying $NVDA chips when Nvidia stops helping fund the purchases?
@KobeissiLetter A flat index can hide a lot of repair. More stocks reclaiming their 200-day average suggests this recovery is spreading beyond the biggest names. The next test: does that participation hold when tech has another bad day?
@Kalshi_Finance All eyes on $IREN. Dont miss out the opporunity at 24$
@WatcherGuru Seems like the best time to buy $BTC when people start saying it is gonna crash
A company reports revenue growth of 80%. The stock falls. Before blaming the market, check what investors expected, what management guided and how much it cost to produce that growth. A great historical quarter can still leave the next twelve months looking worse.
Three stages of an AI infrastructure project: Power secured. GPUs installed. Customers paying. Each stage answers a different question. When reading a neocloud announcement, check which stage the company has actually reached. A construction milestone and a revenue milestone deserve different valuations.
@Denche2005 Well done bro ! That's the best doing what you like and unexpected get monetized
@Cointelegraph Lock up because $ETH is doomed to outperform bitcoin:native by a lot this cycle.
Are you buying bitcoin:native that sat just on the Avwap / Trendline ?
Are you buying $ETH or waiting for that A-VWAP touch?
@slava_invests I think we are sitting on a big opportunity here and people are scared because od the debt ... Mind you every company had debt once . Most overcame it and 0.01% went bankrupt.
$IREN Losing the trendline wasn't a good look . But it is sitting right on a unfilled gap . What are your thought? Are you buying Iren here at 24$?
@AlphaOwlTrading I think you missed $IREN . I think it is going to run way better than NBIS. Nbis already has had it's time to run it is time to chill . Not based on sentiment but based on technical and macro analysis.
What is ONE stock that you are buying every dip?
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