Cool Cat Winston
Cool Cat Winston
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avatarCool Cat Winston
02-05 08:42
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@Barcode:$Texas Instruments(TXN)$ $Silicon Laboratories(SLAB)$  $Enphase Energy(ENPH)$  ๐Ÿ“ˆ ๐Ÿš€ Silicon Labs $SLAB is among the top performers on Nasdaq today after agreeing to $7.5B buyout proposed by Texas Instruments $TXN . SLAB +49.3% today to trade at $204.03, marking its best daily pop EVER, after earlier hitting a three year high of $207.49. SiliconLabs $SLAB, Q4-25. Results: ๐Ÿ“Š Adj. EPS: $0.56 ๐ŸŸข ๐Ÿ’ฐ Revenue: $208.2M ๐ŸŸข ๐Ÿ“ˆ Net Loss: $2.7M ๐Ÿ”Ž Strong YoY revenue growth driven by Industrial & Commercial, with margin expansion and non-GAAP profitability. ๐Ÿ“ˆ โ“—โ“โ“Ÿโ“Ÿโ“จ โ“ฃโ“กโ“โ““โ“˜โ“โ“– โ“โ“—โ“”โ“โ““! โ“’โ“—โ“”โ“”โ“กโ“ข, โ“‘โ“’๐Ÿ€๐Ÿ€๐Ÿ€
avatarCool Cat Winston
02-05 08:40
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@Barcode:$RTX Corp(RTX)$ $Lockheed Martin(LMT)$  $Northrop Grumman(NOC)$  ๐Ÿ”๐Ÿ“ˆ $RTX's Raytheon just locked in a 7-year Pentagon deal to surge missile output.. Tomahawks ramping toward 1,000/yr, AMRAAM โ‰ฅ1,900/yr, SM-6 >500/yr!! Clear signal DoD is restocking and committing to multiyear demand. Defense upcycle & visibility for $RTX!! $RTX | ๐‘๐“๐— ๐‚๐จ๐ซ๐ฉ: Wolfe Research reiterates ๐Ž๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ, maintains ๐๐“ ๐š๐ญ $๐Ÿ๐Ÿ‘๐Ÿ“ Analyst sees $7โ€“8B upside from missile build-out, with Raytheon segment growth acceleration and notes improving defense positioning. $LMT, $NOC, $RTX and other A&D names all catching a bid. WTI crude up almost 1% Iran talks on Fri are cancelled
avatarCool Cat Winston
02-05 08:38
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@Barcode:$Strategy(MSTR)$ $CME Bitcoin - main 2602(BTCmain)$  $Coinbase Global, Inc.(COIN)$  ๐Ÿ“‰๐Ÿ“‰๐Ÿ“‰ $MSTR earnings due tomorrow and the real tell isnโ€™t EPS, itโ€™s dilution vs. BTC per share. BTC holdings +5.1% in Q4, but diluted shares +7.8%.. so a -2.5% drop in BTC/share. With $BTC below avg cost & short interest at 12%, this stays a high-beta, sentiment-driven trade โš ๏ธ $MSTR has lost nearly $100 Billion in market cap since July 2025 Down 74% in 6.5 months If Bitcoin goes to $65k, Strategy could see $75 ๐Ÿ˜ฑ โ“—โ“โ“Ÿโ“Ÿโ“จ โ“ฃโ“กโ“โ““โ“˜โ“โ“– โ“โ“—โ“”โ“โ““! โ“’โ“—โ“”โ“”โ“กโ“ข, โ“‘โ“’๐Ÿ€๐Ÿ€๐Ÿ€
avatarCool Cat Winston
02-04 09:10
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@Barcode:๐Ÿ’ฅ ๐Ÿ“ˆ๐Ÿšช OPENDOOR $OPEN Pops On Housing Sentiment Boost ๐Ÿ’ฅ๐Ÿšช๐Ÿ“ˆ
avatarCool Cat Winston
02-04 09:09
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@Barcode:๐Ÿš€๐Ÿ“ˆ DaVita $DVA Explodes Higher as Momentum Regime Flips ๐Ÿ“ˆ๐Ÿš€
avatarCool Cat Winston
02-04 09:07
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@Barcode:๐Ÿš€๐Ÿ“ˆ DaVita $DVA Explodes Higher as Momentum Regime Flips ๐Ÿ“ˆ๐Ÿš€
avatarCool Cat Winston
02-04 09:06
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@Barcode:$Sea Ltd(SE)$ $Alibaba(BABA)$  $MercadoLibre(MELI)$  ๐Ÿšจ๐Ÿ“‰๐Ÿ”ฅ Sea Ltd Capitulation or Structural Inflection? Bearish Flow Spikes While Earnings Power Accelerates ๐Ÿ”ฅ๐Ÿ“‰๐Ÿšจ Iโ€™m seeing Sea Ltd $SE under heavy bearish flow this morning with 20K+ puts traded, roughly 10ร— normal volume. Feb 130p is the most active strike while fresh positioning builds in June 100p. Price is down about -6% on the day, trading near its lowest level since April and still roughly -13% Y/Y as momentum unwinds across growth names. Yet the earnings and cash flow trajectory keeps strengthening. TTM revenue now exceeds $21B, growing about 38% YoY, with a 5-year revenue CAGR near 22%. Pr
avatarCool Cat Winston
02-03 07:53
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@Barcode:๐Ÿ”๐Ÿ“ˆ $FTNT Fortinet in Focus: February Seasonality, Structural Repair, and Feb 5 Earnings Catalyst ๐Ÿ“ˆ๐Ÿ”
avatarCool Cat Winston
02-03 07:53
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@Barcode:๐Ÿ”ฅ๐Ÿ“Š๐ŸŒ Liquidity, Labour & Earnings Collide: The Week That Decides Whether Markets Break Higher or Reset Risk ๐Ÿ“ˆโšก๐Ÿ”ฅ
avatarCool Cat Winston
02-03 07:52
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@Barcode:$iShares Silver Trust(SLV)$ $Amazon.com(AMZN)$  $Apple(AAPL)$  ๐Ÿฅˆ๐Ÿ”ฅ๐Ÿšจ๐Ÿฅˆ SILVER LIQUIDITY FLUSH SHOCKS GLOBAL MARKETS ๐Ÿฅˆ๐Ÿšจ๐Ÿ”ฅ ๐ŸฅˆIโ€™m glued to this into Monday as China ๐Ÿ‡จ๐Ÿ‡ณ sets the tone after silver smashed through structure in a classic liquidity flush. $SLV turnover hit a record $41B Friday, traded value greater than $AAPL and $AMZN combined, vs barely $2B a month ago.  Institutions warned of profit taking, options signalled risk, then silver plunged $40 an ounce in a brutal 26% record crash as Warsh Fed talk boosted USD and Chinese flow turned parabolic and untradeable. SI1 dumped 31.37% to 78.53, slicing LB T1 near 70 as momentum and flow flipped.
avatarCool Cat Winston
02-03 07:51
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@Barcode:๐Ÿ“Š๐Ÿ“ˆ๐Ÿ’น $PLTR Palantir & $AMD earnings inflection, positioning reset, and where liquidity moves next ๐Ÿ’น๐Ÿ“ˆ๐Ÿ“Š
avatarCool Cat Winston
02-03 07:43
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@Barcode:$McDonald's(MCD)$ $Paramount Global(PARAP)$  $Top Wealth Group Holding Limited(TWG)$  ๐Ÿšจ๐Ÿšจ๐Ÿšจ Wild collab: McDonald's $MCD x Paramount Caviar are launching a โ€œMcNugget Caviar Kitโ€ featuring caviar, crรจme fraรฎche, spoon, and a $25 Arch Card for the nuggets. Giveaway-only drop on Feb. 10. Iโ€™m seeing a clear sentiment shift in $MCD after BTIG upgraded the stock to Buy with a $360 price target, pointing to roughly +14% upside as traffic momentum rebuilds across the system. ๐ŸŸ Value strategy is working again Franchise checks show the value reset is pulling customers back. Extra Value Meals combined with the $5 and $8 meal platforms are driving stronger g
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@Barcode:$CME Bitcoin - main 2602(BTCmain)$ $Bitwise XRP ETF(XRP)$  $Coinbase Global, Inc.(COIN)$  ๐Ÿ“‰๐Ÿ”ฅ Metals Flushed Yesterday. Crypto Liquidated Today. Global Risk Reset in Motion. ๐Ÿ”ฅ๐Ÿ“‰ Iโ€™m watching a full cross-asset deleveraging wave hit markets in real time. Metals liquidated first, now crypto follows with aggressive forced unwinds as leverage gets purged and liquidity pockets get raided across majors. Crypto never trades in isolation. This is macro repositioning, volatility expansion, liquidity drain and risk regime repricing colliding simultaneously. ๐Ÿšจ Crypto Damage Snapshot ๐ŸŸฅ $BTC โˆ’7.9% ๐ŸŸฅ $ETH โˆ’11.5% ๐ŸŸฅ $SOL โˆ’13% ๐ŸŸฅ $DOGE โˆ’12%+ ๐ŸŸฅ $XRP โˆ’9%+ This
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@Barcode:๐Ÿงฌ๐Ÿ“ˆ๐Ÿ’ฅ NVAX | Pfizer-Embedded Matrix-M, 53M Shorts & Volatility Compression Ahead of a Structural Reprice ๐Ÿ’ฅ๐Ÿ“ˆ๐Ÿงฌ
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@Barcode:$ARK Space Exploration & Innovation ETF(ARKX)$ $Rocket Lab USA, Inc.(RKLB)$  $Palantir Technologies Inc.(PLTR)$  ๐Ÿš€๐Ÿ›ฐ๏ธ๐Ÿ“ˆ Space & Defence Momentum Building Through $ARKX ๐Ÿ“ˆ๐Ÿ›ฐ๏ธ๐Ÿš€ Iโ€™m holding $ARKX for diversified exposure to the accelerating space, defence, AI infrastructure, and autonomous aviation cycle, with unrealised profit currently at +9.77% as momentum, liquidity rotation, and positioning continue rebuilding across innovation and defence leaders. Instead of single-stock risk, I see $ARKX as strategic exposure to the entire innovation stack, where satellite networks, launch providers, defence tech, AI compute, and autonomous flight conv
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@Barcode:๐Ÿ”ฅ๐Ÿฅˆ๐Ÿค– Metals Crash vs AI Capital Rotation, Liquidity Shock, Regime Reset ๐Ÿค–๐Ÿฅˆ๐Ÿ”ฅ
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@Barcode:$SLV 20260618 69.0 CALL$ $Silver - main 2603(SImain)$  $SPDR Gold ETF(GLD)$  ๐Ÿ’ฅ SOLD INTO THE PANIC AS THE METALS COMPLEX IMPLODED ๐Ÿ’ฅ๐Ÿค‘๐Ÿ’ธ๐Ÿ’ฐ I closed my $SLV call as the tape cracked wide open! ๐Ÿ”ฅ +397.34% realised ๐Ÿ’ฐ +$15,614.95 locked ๐Ÿช™ Tiger coins secured What followed was not a dip. It was forced liquidation across the entire metals complex. ๐ŸŸก Gold โˆ’9.2% worst day ever โšช Silver โˆ’27% worst day ever since 2011 ๐ŸŸ  Copper โˆ’4.4% ๐Ÿ”ต Platinum โˆ’18% I donโ€™t fight the tape. I extract liquidity, step aside, and let volatility do the damage. This is precision execution when panic floods the order book, not prediction. Survival first. Prof
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@Barcode:$Apple(AAPL)$ $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  ๐Ÿ“ฑ๐Ÿ‡จ๐Ÿ‡ณ Appleโ€™s China Revival, $AAPL Signals A Structural Demand Inflection ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ“ฑ Iโ€™m framing this as a structural China re-acceleration, not a short-term earnings sugar hit. Apple $AAPL is reasserting relevance in Greater China ๐Ÿ‡จ๐Ÿ‡ณ, and the data confirms a regime shift in demand and sentiment. ๐Ÿ’ฐ Greater China revenue surged +38% YoY to $25.5B ๐Ÿ† First $25B+ China quarter in four years ๐Ÿฅˆ Second best China quarter in Appleโ€™s history ๐Ÿ“ˆ A clean breakout in Appleโ€™s China revenue trajectory ๐Ÿ“ฑ iPhone 17 drove record upgrades and switchers ๐Ÿ“Š 22% shipment share, Apple now #1 in the market ๐Ÿ’Ž Premium m
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@Barcode:๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ Government shutdown risk and historic silver crash signal a volatility regime shift across markets ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿšจ
//@Barcode:๐Ÿ“‰ What a reversal! ๐Ÿ“‰ $SNDK is now down over 20%, or roughly $130 off its intraday highs. ๐Ÿ…—๐Ÿ…๐Ÿ…Ÿ๐Ÿ…Ÿ๐Ÿ…จ โ“‰โ“กโ“โ““โ“˜โ“โ“– ๐Ÿ…๐Ÿ…—๐Ÿ…”๐Ÿ…๐Ÿ…“! ๐Ÿ…’๐Ÿ…—๐Ÿ…”๐Ÿ…”๐Ÿ…ก๐Ÿ…ข ๐Ÿ…‘๐Ÿ…’ ๐Ÿ€๐Ÿ€๐Ÿ€
@Barcode:๐Ÿ’พ๐Ÿง ๐Ÿ“ˆ $SNDK SanDisk and the AI memory regime shift, real earnings power meets extreme price extension ๐Ÿ’ฟ๐Ÿ’พ๐Ÿ“ˆ

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