MindBodyAlpha @_MindBodyAlpha
Infinitely Curious Seeker Joined May 2015-
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Today we got news that the Trump administration signed an executive order to boost AI driven childhood cancer research. $TEM is the purest AI data healthcare play. The focus is explicitly on harnessing data so that AI models can be trained, validated, and refined to improve…
Q3 HAS OFFICIALLY COME TO AN END FOR THE STOCK MARKET: $SPX + 7.62% $QQQ +8.71% $IWM +10.5% $PLTR +39.4% $HOOD +55.43% $NVDA +21.57% $NBIS +111.32% $TSLA +48.24% $GRAB +21.91% $GOOGL +38.86% $SOFI +52.94% $META +2.23% $BTC +8.57% $ETH +70.83% $RKLB +38.24%
🚨🇺🇸 CALIFORNIA IMPOSES FIRST-IN-NATION AI CONTROL REGIME Newsom just signed SB53, forcing AI companies to submit detailed reports to California bureaucrats and creating new penalties for "noncompliance." The state that can't fix homelessness or keep the lights on now wants to…
🚨🇺🇸 CALIFORNIA IMPOSES FIRST-IN-NATION AI CONTROL REGIME Newsom just signed SB53, forcing AI companies to submit detailed reports to California bureaucrats and creating new penalties for "noncompliance." The state that can't fix homelessness or keep the lights on now wants to… https://t.co/TgMnKA7QZi
Overnight gains are accelerating: Silver prices are now up +63% YTD, gold prices up +46% YTD. This makes precious metals one of the best performing asset classes for 2-straight years. All as the US Dollar collapses in its worst year since 1973. We’ve said it before and we…
Overnight gains are accelerating: Silver prices are now up +63% YTD, gold prices up +46% YTD. This makes precious metals one of the best performing asset classes for 2-straight years. All as the US Dollar collapses in its worst year since 1973. We’ve said it before and we…
Pretty sure Bitcoin’s time is coming soon, small caps breaking all time highs & gold getting very overextended while many missed it. BTC flipping prior highs. 1-2 months ago said gold was better RR, but I think it’s skewed for BTC now. Looking to get involved in a big way soon.
Shocking stat of the day: The US Dollar is now on track for its world year since 1973, down over -10% YTD. Since 2000, the US Dollar has lost over 40% of its purchasing power. All as the Fed cuts rates into 2.9%+ Core PCE inflation for the first time in 30+ years. Gold and…
Shocking stat of the day: The US Dollar is now on track for its world year since 1973, down over -10% YTD. Since 2000, the US Dollar has lost over 40% of its purchasing power. All as the Fed cuts rates into 2.9%+ Core PCE inflation for the first time in 30+ years. Gold and… https://t.co/BiWgbpZfpD
I’m seeing a lot of weird drone news…. $ONDS to $9+ this next leg…
Bill Maher takes a SLEDGEHAMMER to Democrats claiming there are more than two genders, there are NO biological differences between men and women, and tr*nsing kids is ethical. “I couldn’t get Neil deGrasse Tyson. A genius scientist… to agree that it was ridiculous for…
Current Leading Themes & Stocks Many stocks/groups extended but this is a broad list of all the stocks in play worth watching. Aerospace/Defense - $KRMN $AVAV $ONDS $KTOS $RKLB $ASTS Quantum Computing - $IONQ $QBTS $RGTI $QUBT Computer Data Storage - $MU $STX $BLZE $PSTG…
$HIMS You’d think after all the negative headlines and lawsuits this would be down big. But it’s not. Look at the volume, no sellers and big buyers. Quite the base… this looks explosive.
What market dip? Quantum names right back to highs. $RGTI $QBTS $IONQ
With the tame inflation data, $TSLA price target increase by @DivesTech , and constructive consolidation above the 8 day ema, I think we could see a sustained move higher in $TSLA today. $TSLL
#ETH: Sold the exact top at $4,800 in August Begged ALL to listen, but ALL called for altseason One month later its down -20% since then Now I call for another -20% dump COMING!
US households have massive exposure to equities: Equities now account for 32% of total US household assets, the largest percentage among all categories. This is followed by real estate, at 30%, and insurance & pensions, at 21%. By comparison, in China, real estate accounts…
Goldman Sachs on why you should be buying the dip 1. We have seen peak tariffs impacts. 2. Fiscal stimulates will be very front loaded. 3. Financial conditions are easing. 4. Rate cuts are coming. 5. AI is real.
"Broad equity investor positioning remains in light territory, despite the S&P 500 near its all-time high. Our Sentiment Indicator, which measures US equity investor positioning, has rebounded to -0.6 this week from its low of -0.9 four weeks ago. None of the nine positioning…
Nasdaq Composite following the 90's script
Our third bi-weekly thought dump is live! @skyiszen leads off with a deep dive on positioning and flows @FloodCapital shares his AI <> Crypto barbell strategy @WClementeIII discusses rate cuts and a K shaped economy @mrink0 closes with an essay on the nation state AI race
Our third bi-weekly thought dump is live! @skyiszen leads off with a deep dive on positioning and flows @FloodCapital shares his AI <> Crypto barbell strategy @WClementeIII discusses rate cuts and a K shaped economy @mrink0 closes with an essay on the nation state AI race
I've been digging into DeFi (crypto) this week, and man does it ever have a problem. All the website copy is written by nerds, for nerds. There are so many random, confusing terms. I literally have to have Claude by my side to translate everything. It reminds me of private…
Agreed 👍
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