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DavidMarlin

NYC Equity Trader | SF Quant HF Adviser | CEO of Marlin Capital | Not Investment Advice.

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DavidMarlin

2025-02-09

We have just witnessed the largest retail investor buying on record. I don’t have specific data on retail buying and future performance, but the previous retail buying high for this chart was early 2022 which was a major top. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ Image

DavidMarlin

2024-02-13

Lots of talk about a bubble in AI/Mag 7...

Lots of talk about a bubble in AI/Mag 7... At this point, valuations at the top are no where near as frothy as they were at the height of the Dot Com Bubble. The 5 largest stocks traded at 43x Fwd PE in March ‘00, a 59% premium to the Mag 7’s current multiple of 27x. $Microsoft(MSFT)$ $Apple(AAPL)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Tesla Motors(TSLA)$ $NVIDIA Corp(NVDA)$ ImageTraders are piling into C

Lots of talk about a bubble in AI/Mag 7...

DavidMarlin

2024-12-28

Bitcoin has been moving in sync with the global M2 money supply (on a 10 week lag).The current negative divergence is pointing to $80k for Bitcoin. $Coinbase Global, Inc.(COIN)$ $MicroStrategy(MSTR)$ Image

DavidMarlin

2025-07-27

With Bitcoin breaking out to ATHs, we just witnessed the largest 4-week inflow to Crypto funds EVER. $Coinbase Global, Inc.(COIN)$ $Strategy(MSTR)$ $iShares Bitcoin Trust ETF(IBIT)$ $BitMine Immersion Technologies Inc.(BMNR)$ $Circle Internet Corp.(CRCL)$ $SharpLink Gaming(SBET)$ BTC ETH ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account

DavidMarlin

2025-03-09

We just witnessed the largest 4 week outflow from Crypto funds on record. All throughout its history, Bitcoin declines by 70%+ during Bear cycles. When the narrative is “Bitcoin is dead and will never recover”, it’s the time to buy. $Coinbase Global, Inc.(COIN)$ $Strategy(MSTR)$ Image

DavidMarlin

2025-02-24

Hedge Funds de-risked aggressively in Tech during last week’s sell off. The de-grossing over the past 2 weeks was the largest since July and ranks in the top 4 “risk off” events in the past 5 years. $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ Image

DavidMarlin

2025-03-07

$NVIDIA(NVDA)$ was the undisputed king of this entire Bull Market. Now headed for its first Death Cross since the 2022 Bear Market lows.Image

DavidMarlin

2024-12-30

The $.SPX(.SPX)$ has only sustained a P/E multiple higher than the current mark (22.5x) twice in history:1.) The Dot Com Bubble2.) The Covid-QE Bubble $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ Image

DavidMarlin

2023-01-01

If you ignore the Covid bubble valuations, many growth stocks are not cheap

I warned about Bubble Stocks many times during the Denial Phase of the Bust.2022 was all about valuations coming back to earth.The magnitude of the decline in many growth stocks gives the illusion they are cheap, but not so fast.If you ignore the Covid bubble valuations, many growth stocks are not cheap.Many are actually at ATH valuations, above PEAK pre-Covid multiples.The structure of the Covid Bubble and Bust has closely resembled many historical bubbles, including the early 90s Japanese Nikkei Bubble.https://twitter.com/Marlin_Capital/status/1609231495582851072?cxt=HHwWgICx-ZzhkdUsAAAA

If you ignore the Covid bubble valuations, many growth stocks are not cheap

DavidMarlin

2025-09-28

Pensions are modeled to sell -$19B of US equities for month-end. That ranks in the 89th percentile since 2000. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉

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Here's how some of the former 2025 AI leaders are holding up 👇 A LOT of carnage out there. <a href=\"https://ttm.financial/S/SMR\">$NuScale Power(SMR)$</a> <a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$</a> <a href=\"https://ttm.financial/S/OKLO\">$Oklo Inc.(OKLO)$</a> <a href=\"https://ttm.financial/S/IONQ\">$IONQ Inc.(IONQ)$</a> <a href=\"https://ttm.financial/S/LEU\">$Centrus(LEU)$</a> <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> <a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$</a> <a href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a> <a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$</a> <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(I</a>","listText":"History always rhymes. Here's how some of the former 2025 AI leaders are holding up 👇 A LOT of carnage out there. <a href=\"https://ttm.financial/S/SMR\">$NuScale Power(SMR)$</a> <a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$</a> <a href=\"https://ttm.financial/S/OKLO\">$Oklo Inc.(OKLO)$</a> <a href=\"https://ttm.financial/S/IONQ\">$IONQ Inc.(IONQ)$</a> <a href=\"https://ttm.financial/S/LEU\">$Centrus(LEU)$</a> <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> <a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$</a> <a href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a> <a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$</a> <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(I</a>","text":"History always rhymes. Here's how some of the former 2025 AI leaders are holding up 👇 A LOT of carnage out there. $NuScale Power(SMR)$ $Rigetti Computing(RGTI)$ $Oklo Inc.(OKLO)$ $IONQ Inc.(IONQ)$ $Centrus(LEU)$ $Oracle(ORCL)$ $Robinhood(HOOD)$ $Astera Labs, Inc.(ALAB)$ $AppLovin Corporation(APP)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(I","images":[{"img":"https://community-static.tradeup.com/news/c081cf69d398624bcefde9d52517127f","width":"1456","height":"436"},{"img":"https://community-static.tradeup.com/news/8b9c1bd41d3a2d0b8edabff8e11cfa5e","width":"1460","height":"433"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/532254435033336","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":531932060979888,"gmtCreate":1770886678244,"gmtModify":1770886689185,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"Late-Cycle Warning: QS, SKLZ, TDOC, ZM, ROKU","htmlText":"Historically, this is what you see in the final innings of Bull Markets. The speculative growth leaders are typically the first names to peak for the cycle. The Covid-QE cycle is a great example 👇 <a href=\"https://ttm.financial/S/QS\">$Quantumscape Corp.(QS)$</a> <a href=\"https://ttm.financial/S/SKLZ\">$Skillz Inc(SKLZ)$</a> <a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> <a href=\"https://ttm.financial/S/ZM\">$Zoom(ZM)$</a> <a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$</a> <a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$</a> <a href=\"https://ttm.financial/S/SPCX\">$SPAC and New Issue ETF(SPCX)$</a> <a href=\"https://ttm.financial/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> Same thing in the Dot Com Bubble era 👇👇 <a href=\"https://ttm.financial/S/TGLO\">$t</a>","listText":"Historically, this is what you see in the final innings of Bull Markets. The speculative growth leaders are typically the first names to peak for the cycle. The Covid-QE cycle is a great example 👇 <a href=\"https://ttm.financial/S/QS\">$Quantumscape Corp.(QS)$</a> <a href=\"https://ttm.financial/S/SKLZ\">$Skillz Inc(SKLZ)$</a> <a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> <a href=\"https://ttm.financial/S/ZM\">$Zoom(ZM)$</a> <a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$</a> <a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$</a> <a href=\"https://ttm.financial/S/SPCX\">$SPAC and New Issue ETF(SPCX)$</a> <a href=\"https://ttm.financial/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> Same thing in the Dot Com Bubble era 👇👇 <a href=\"https://ttm.financial/S/TGLO\">$t</a>","text":"Historically, this is what you see in the final innings of Bull Markets. The speculative growth leaders are typically the first names to peak for the cycle. The Covid-QE cycle is a great example 👇 $Quantumscape Corp.(QS)$ $Skillz Inc(SKLZ)$ $Teladoc Health Inc.(TDOC)$ $Zoom(ZM)$ $Roku Inc(ROKU)$ $Lucid Group Inc(LCID)$ $SPAC and New Issue ETF(SPCX)$ $ARK Innovation ETF(ARKK)$ Same thing in the Dot Com Bubble era 👇👇 $t","images":[{"img":"https://community-static.tradeup.com/news/e935771e84a4fc57d4353a7d85cd7c6c","width":"1086","height":"272"},{"img":"https://community-static.tradeup.com/news/35007ad227285b1c8f4ecc512fd7497d","width":"570","height":"687"},{"img":"https://community-static.tradeup.com/news/7761b198f6a092eda97f28062e9d4151","width":"1164","height":"264"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/531932060979888","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":529765338215048,"gmtCreate":1770357781263,"gmtModify":1770361946718,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"Retail All-In as Risk Cracks: SPX, QQQ, IWM Flash Warning, BTC Downside Risk","htmlText":"Retail risk-taking is near extremes, with Citadel’s gauge in the 95th percentile. Momentum just saw its worst day since March 2020, a rare 6-sigma move. If Bitcoin follows past bear-cycle patterns, downside toward $40K or lower remains in play—pressuring $MSTR$, $COIN$, and ETH. Retail is all in. Citadel’s Retail Investor “Risk On/Off” Gauge is in the 95th percentile versus history. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> Today was the worst day for Momentum (-11.5%) since the March 2020 Covid Crash. 6 sigma move. Bitcoin is an asset that typically declines upwards of -70%+ during its Bear cycles. If this pattern holds, BTC could see","listText":"Retail risk-taking is near extremes, with Citadel’s gauge in the 95th percentile. Momentum just saw its worst day since March 2020, a rare 6-sigma move. If Bitcoin follows past bear-cycle patterns, downside toward $40K or lower remains in play—pressuring $MSTR$, $COIN$, and ETH. Retail is all in. Citadel’s Retail Investor “Risk On/Off” Gauge is in the 95th percentile versus history. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> Today was the worst day for Momentum (-11.5%) since the March 2020 Covid Crash. 6 sigma move. Bitcoin is an asset that typically declines upwards of -70%+ during its Bear cycles. If this pattern holds, BTC could see","text":"Retail risk-taking is near extremes, with Citadel’s gauge in the 95th percentile. Momentum just saw its worst day since March 2020, a rare 6-sigma move. If Bitcoin follows past bear-cycle patterns, downside toward $40K or lower remains in play—pressuring $MSTR$, $COIN$, and ETH. Retail is all in. Citadel’s Retail Investor “Risk On/Off” Gauge is in the 95th percentile versus history. $S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ Today was the worst day for Momentum (-11.5%) since the March 2020 Covid Crash. 6 sigma move. Bitcoin is an asset that typically declines upwards of -70%+ during its Bear cycles. If this pattern holds, BTC could see","images":[{"img":"https://community-static.tradeup.com/news/908e924749dcff19bcb5b64e878736a0","width":"610","height":"486"},{"img":"https://community-static.tradeup.com/news/00c25041f2e3d50696c942ca8e7cc6f6","width":"680","height":"457"},{"img":"https://community-static.tradeup.com/news/037753ce21a68b27d79d8fc631f42263","width":"680","height":"342"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":18,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/529765338215048","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":527899629625456,"gmtCreate":1769903786675,"gmtModify":1769914771371,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"High-Beta Extremes: $QS $ZM $TDOC $ROKU $ARKK","htmlText":"High Beta Momentum outperformed the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> by ~24% to start the year, one of the largest outperformances on record. We are officially in blowoff top territory based on the last 2 decades of data. <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/FUT/ESmain\">$E-mini S&amp;P 500 - main 2603(ESmain)$</a> Largest outperformance since early 2021, which was the top for most of those names. <a href=\"https://ttm.financial/S/QS\">$Quantumscape Corp.(QS)$</a> <a href=\"https://ttm.financial/S/SKLZ\">$Skillz Inc(SKLZ)$</a> <a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> <a href=\"https://ttm.financial/S/ZM\">$Zoom(ZM)$</a> <a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(</a>","listText":"High Beta Momentum outperformed the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> by ~24% to start the year, one of the largest outperformances on record. We are officially in blowoff top territory based on the last 2 decades of data. <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/FUT/ESmain\">$E-mini S&amp;P 500 - main 2603(ESmain)$</a> Largest outperformance since early 2021, which was the top for most of those names. <a href=\"https://ttm.financial/S/QS\">$Quantumscape Corp.(QS)$</a> <a href=\"https://ttm.financial/S/SKLZ\">$Skillz Inc(SKLZ)$</a> <a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> <a href=\"https://ttm.financial/S/ZM\">$Zoom(ZM)$</a> <a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(</a>","text":"High Beta Momentum outperformed the $S&P 500(.SPX)$ by ~24% to start the year, one of the largest outperformances on record. We are officially in blowoff top territory based on the last 2 decades of data. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2603(ESmain)$ Largest outperformance since early 2021, which was the top for most of those names. $Quantumscape Corp.(QS)$ $Skillz Inc(SKLZ)$ $Teladoc Health Inc.(TDOC)$ $Zoom(ZM)$ $Roku Inc(","images":[{"img":"https://community-static.tradeup.com/news/20eefddfd694d585e7571638d21fc1a6","width":"939","height":"508"},{"img":"https://community-static.tradeup.com/news/e935771e84a4fc57d4353a7d85cd7c6c","width":"1086","height":"272"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527899629625456","isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":526415313272944,"gmtCreate":1769554827183,"gmtModify":1769565820604,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"Goldman’s Risk Appetite Indicator has reached its highest level since the 2021 Covid-QE Bubble. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. <a href=\"https://ttm.financial/post/507537437684112\" target=\"_blank\">🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now</a> Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type","listText":"Goldman’s Risk Appetite Indicator has reached its highest level since the 2021 Covid-QE Bubble. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. <a href=\"https://ttm.financial/post/507537437684112\" target=\"_blank\">🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now</a> Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type","text":"Goldman’s Risk Appetite Indicator has reached its highest level since the 2021 Covid-QE Bubble. $S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type","images":[{"img":"https://community-static.tradeup.com/news/026a97c094f4a7afabf0fa24cb3a3d18","width":"1270","height":"733"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526415313272944","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":524772621332912,"gmtCreate":1769136896373,"gmtModify":1769584196366,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"Small caps up 14 straight days strong retail demand","htmlText":"Make that 14 straight days to start the year. It is now the 2nd longest streak of Small Cap outperformance in 40 years+, trailing only 1 time in 1996. The R2K has now outperformed the S&amp;P on ALL 13 trading sessions so far in 2026. <a href=\"https://ttm.financial/FUT/RTYmain\">$E-mini Russell 2000 - main 2603(RTYmain)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> <a href=\"https://ttm.financial/S/IWO\">$iShares Russell 2000 Growth ETF(IWO)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Retail investors bought the dip on Tuesday…Heavily Tuesday was the 3rd la","listText":"Make that 14 straight days to start the year. It is now the 2nd longest streak of Small Cap outperformance in 40 years+, trailing only 1 time in 1996. The R2K has now outperformed the S&amp;P on ALL 13 trading sessions so far in 2026. <a href=\"https://ttm.financial/FUT/RTYmain\">$E-mini Russell 2000 - main 2603(RTYmain)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> <a href=\"https://ttm.financial/S/IWO\">$iShares Russell 2000 Growth ETF(IWO)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Retail investors bought the dip on Tuesday…Heavily Tuesday was the 3rd la","text":"Make that 14 straight days to start the year. It is now the 2nd longest streak of Small Cap outperformance in 40 years+, trailing only 1 time in 1996. The R2K has now outperformed the S&P on ALL 13 trading sessions so far in 2026. $E-mini Russell 2000 - main 2603(RTYmain)$ $iShares Russell 2000 ETF(IWM)$ $iShares Russell 2000 Growth ETF(IWO)$ $S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ Retail investors bought the dip on Tuesday…Heavily Tuesday was the 3rd la","images":[{"img":"https://community-static.tradeup.com/news/133732838be90b106ac97cbf6e5684e7","width":"680","height":"378"},{"img":"https://community-static.tradeup.com/news/976b36d04d471c84be97938ae0a8e159","width":"680","height":"333"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":40,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/524772621332912","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":521810987782472,"gmtCreate":1768430005693,"gmtModify":1768537303365,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"It's been a Small Cap Winter ❄️","htmlText":"It's been a Small Cap Winter ❄️Small Caps YTD: +6.4%Mag 7 YTD: -2.4%Small Caps 1M: +4.8%Mag 7 1M: -1.9%Small Caps 2M: +10.8%Mag 7 2M: 0% <a href=\"https://ttm.financial/FUT/RTYmain\">$E-mini Russell 2000 - main 2603(RTYmain)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> <a href=\"https://ttm.financial/S/MAGS\">$Roundhill Magnificent Seven ETF(MAGS)$</a> <a href=\"https://ttm.financial/S/IWO\">$iShares Russell 2000 Growth ETF(IWO)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> I mentioned this two days ago：2026 could be the year of Small Caps.It has been so far. Consensus estimates are projecting huge EPS growth for the RTY this year, vastly outpacing Large Caps. For SG users only, W","listText":"It's been a Small Cap Winter ❄️Small Caps YTD: +6.4%Mag 7 YTD: -2.4%Small Caps 1M: +4.8%Mag 7 1M: -1.9%Small Caps 2M: +10.8%Mag 7 2M: 0% <a href=\"https://ttm.financial/FUT/RTYmain\">$E-mini Russell 2000 - main 2603(RTYmain)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> <a href=\"https://ttm.financial/S/MAGS\">$Roundhill Magnificent Seven ETF(MAGS)$</a> <a href=\"https://ttm.financial/S/IWO\">$iShares Russell 2000 Growth ETF(IWO)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> I mentioned this two days ago：2026 could be the year of Small Caps.It has been so far. Consensus estimates are projecting huge EPS growth for the RTY this year, vastly outpacing Large Caps. For SG users only, W","text":"It's been a Small Cap Winter ❄️Small Caps YTD: +6.4%Mag 7 YTD: -2.4%Small Caps 1M: +4.8%Mag 7 1M: -1.9%Small Caps 2M: +10.8%Mag 7 2M: 0% $E-mini Russell 2000 - main 2603(RTYmain)$ $iShares Russell 2000 ETF(IWM)$ $Roundhill Magnificent Seven ETF(MAGS)$ $iShares Russell 2000 Growth ETF(IWO)$ $S&P 500(.SPX)$ $NASDAQ 100(NDX)$ I mentioned this two days ago：2026 could be the year of Small Caps.It has been so far. Consensus estimates are projecting huge EPS growth for the RTY this year, vastly outpacing Large Caps. For SG users only, W","images":[{"img":"https://community-static.tradeup.com/news/8e31ddc9eb9af53c718e7c5b55f41061","width":"680","height":"517"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521810987782472","isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":521516355367240,"gmtCreate":1768358073951,"gmtModify":1768537303486,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"We are riding the Small Cap wave at Marlin Capital!","htmlText":"We are riding the Small Cap wave at Marlin Capital! <a href=\"https://ttm.financial/S/OSS\">$One Stop Systems(OSS)$</a> calls up +300% from Friday’s entry <a href=\"https://ttm.financial/S/AEVA\">$Aeva Technologies Inc.(AEVA)$</a> up +18% from Friday’s entry <a href=\"https://ttm.financial/S/SKYT\">$SkyWater Technology, Inc.(SKYT)$</a> up +64% from our buy <a href=\"https://ttm.financial/S/ONDS\">$Ondas Holdings Inc.(ONDS)$</a> up +70% from our buy2026 could be the year of Small Caps.It has been so far. Consensus estimates are projecting huge EPS growth for the <a href=\"https://ttm.financial/FUT/RTYmain\">$E-mini Russell 2000 - main 2603(RTYmain)$</a> this year, vastly outpacing Large Caps. <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a>","listText":"We are riding the Small Cap wave at Marlin Capital! <a href=\"https://ttm.financial/S/OSS\">$One Stop Systems(OSS)$</a> calls up +300% from Friday’s entry <a href=\"https://ttm.financial/S/AEVA\">$Aeva Technologies Inc.(AEVA)$</a> up +18% from Friday’s entry <a href=\"https://ttm.financial/S/SKYT\">$SkyWater Technology, Inc.(SKYT)$</a> up +64% from our buy <a href=\"https://ttm.financial/S/ONDS\">$Ondas Holdings Inc.(ONDS)$</a> up +70% from our buy2026 could be the year of Small Caps.It has been so far. Consensus estimates are projecting huge EPS growth for the <a href=\"https://ttm.financial/FUT/RTYmain\">$E-mini Russell 2000 - main 2603(RTYmain)$</a> this year, vastly outpacing Large Caps. <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a>","text":"We are riding the Small Cap wave at Marlin Capital! $One Stop Systems(OSS)$ calls up +300% from Friday’s entry $Aeva Technologies Inc.(AEVA)$ up +18% from Friday’s entry $SkyWater Technology, Inc.(SKYT)$ up +64% from our buy $Ondas Holdings Inc.(ONDS)$ up +70% from our buy2026 could be the year of Small Caps.It has been so far. Consensus estimates are projecting huge EPS growth for the $E-mini Russell 2000 - main 2603(RTYmain)$ this year, vastly outpacing Large Caps. $iShares Russell 2000 ETF(IWM)$","images":[{"img":"https://community-static.tradeup.com/news/8e31ddc9eb9af53c718e7c5b55f41061","width":"680","height":"517"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521516355367240","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":521124721946752,"gmtCreate":1768262333764,"gmtModify":1768537303687,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"2026 could be the year of Small Caps","htmlText":"2026 could be the year of Small Caps.It has been so far. Consensus estimates are projecting huge EPS growth for the <a href=\"https://ttm.financial/FUT/RTYmain\">$E-mini Russell 2000 - main 2603(RTYmain)$</a> this year, vastly outpacing Large Caps. <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> <a href=\"https://ttm.financial/S/IWO\">$iShares Russell 2000 Growth ETF(IWO)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/FUT/ESmain\">$E-mini S&amp;P 500 - main 2603(ESmain)$</a> <a href=\"https://ttm.financial/FUT/NQmain\">$E-mini Nasdaq 100 - main 2603(NQmain)$</a> <a href=\"https://ttm.financial/FUT/YMmain\">$E-mini Dow Jones - main 2603(YMmain)$</a> For SG users","listText":"2026 could be the year of Small Caps.It has been so far. Consensus estimates are projecting huge EPS growth for the <a href=\"https://ttm.financial/FUT/RTYmain\">$E-mini Russell 2000 - main 2603(RTYmain)$</a> this year, vastly outpacing Large Caps. <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> <a href=\"https://ttm.financial/S/IWO\">$iShares Russell 2000 Growth ETF(IWO)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/FUT/ESmain\">$E-mini S&amp;P 500 - main 2603(ESmain)$</a> <a href=\"https://ttm.financial/FUT/NQmain\">$E-mini Nasdaq 100 - main 2603(NQmain)$</a> <a href=\"https://ttm.financial/FUT/YMmain\">$E-mini Dow Jones - main 2603(YMmain)$</a> For SG users","text":"2026 could be the year of Small Caps.It has been so far. Consensus estimates are projecting huge EPS growth for the $E-mini Russell 2000 - main 2603(RTYmain)$ this year, vastly outpacing Large Caps. $iShares Russell 2000 ETF(IWM)$ $iShares Russell 2000 Growth ETF(IWO)$ $S&P 500(.SPX)$ $NASDAQ 100(NDX)$ $E-mini S&P 500 - main 2603(ESmain)$ $E-mini Nasdaq 100 - main 2603(NQmain)$ $E-mini Dow Jones - main 2603(YMmain)$ For SG users","images":[{"img":"https://community-static.tradeup.com/news/f78c43c80c2982032f38352a6ef9a742","width":"1024","height":"778"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521124721946752","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":509219736146320,"gmtCreate":1765353804906,"gmtModify":1765354209340,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"Small Caps Enter Their Most Bullish Two Weeks of the Year","htmlText":"We are entering the most wonderful time of the year for Small Caps.The 2nd half of December is the most bullish 2wk period of the year for the <a href=\"https://ttm.financial/FUT/RTYmain\">$E-mini Russell 2000 - main 2512(RTYmain)$</a> dating back to 1978. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. <a href=\"https://ttm.financial/post/507537437684112\" target=\"_blank\">🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now</a>Find out more here.Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account:","listText":"We are entering the most wonderful time of the year for Small Caps.The 2nd half of December is the most bullish 2wk period of the year for the <a href=\"https://ttm.financial/FUT/RTYmain\">$E-mini Russell 2000 - main 2512(RTYmain)$</a> dating back to 1978. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. <a href=\"https://ttm.financial/post/507537437684112\" target=\"_blank\">🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now</a>Find out more here.Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account:","text":"We are entering the most wonderful time of the year for Small Caps.The 2nd half of December is the most bullish 2wk period of the year for the $E-mini Russell 2000 - main 2512(RTYmain)$ dating back to 1978. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility NowFind out more here.Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account:","images":[{"img":"https://community-static.tradeup.com/news/d993f668c1e4908f7c8946e1e246e421","width":"680","height":"371"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509219736146320","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":501760581562696,"gmtCreate":1763519720882,"gmtModify":1763521524014,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"Forced De-Leverage and CTA Selling Emerge as New Market Headwinds","htmlText":"Systematic Funds are being forced to de-leverage with the market falling. This could turn into a major headwind moving forward. CTAs just started selling last week (-13B), but are still near max long right now. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Complete your first Cash Boost Account trade with a trade amount of ≥ SGD 5000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the","listText":"Systematic Funds are being forced to de-leverage with the market falling. This could turn into a major headwind moving forward. CTAs just started selling last week (-13B), but are still near max long right now. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Complete your first Cash Boost Account trade with a trade amount of ≥ SGD 5000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the","text":"Systematic Funds are being forced to de-leverage with the market falling. This could turn into a major headwind moving forward. CTAs just started selling last week (-13B), but are still near max long right now. $S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Complete your first Cash Boost Account trade with a trade amount of ≥ SGD 5000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the","images":[{"img":"https://community-static.tradeup.com/news/350b78a1d55e3ab2d97ad28ec42daa8e","width":"680","height":"439"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330","width":"1035","height":"250"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501760581562696","isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":496428922773856,"gmtCreate":1762217978826,"gmtModify":1762222732398,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"The AI CapEx Bubble visualized","htmlText":"The AI CapEx Bubble visualized 👇CapEx to Sales ratios have risen to their highest levels since the Dot Com Bubble. On the other hand, CapEx to Free Cash Flow levels are nowhere near Dot Com Bubble levels. <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> ImageQ3 Earnings have been very strong so far. The frequency of beats this quarter is the 2nd highest on record (surpassed only by the Covid reopening period). <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQ</a>","listText":"The AI CapEx Bubble visualized 👇CapEx to Sales ratios have risen to their highest levels since the Dot Com Bubble. On the other hand, CapEx to Free Cash Flow levels are nowhere near Dot Com Bubble levels. <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> ImageQ3 Earnings have been very strong so far. The frequency of beats this quarter is the 2nd highest on record (surpassed only by the Covid reopening period). <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQ</a>","text":"The AI CapEx Bubble visualized 👇CapEx to Sales ratios have risen to their highest levels since the Dot Com Bubble. On the other hand, CapEx to Free Cash Flow levels are nowhere near Dot Com Bubble levels. $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ ImageQ3 Earnings have been very strong so far. The frequency of beats this quarter is the 2nd highest on record (surpassed only by the Covid reopening period). $S&P 500(.SPX)$ $Invesco QQQ(QQ","images":[{"img":"https://community-static.tradeup.com/news/aec2b3e162eed2cddd1a3be342f33940","width":"1029","height":"717"},{"img":"https://community-static.tradeup.com/news/1000b36e50fd82708df974ee4d01702f","width":"1156","height":"738"},{"img":"https://community-static.tradeup.com/news/6f1aec1931614d75740fda726cd34ade"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/496428922773856","isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":490032940622176,"gmtCreate":1760656459746,"gmtModify":1760664696966,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"Non-Profitable Tech has outperformed the $SPX by +19% in October","htmlText":"Non-Profitable Tech has outperformed the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> by +19% in October. This is the biggest monthly spread in 5+ years (since the 2020 GME/AMC Meme Stock Mania). <a href=\"https://ttm.financial/S/OKLO\">$Oklo Inc.(OKLO)$</a> <a href=\"https://ttm.financial/S/IONQ\">$IONQ Inc.(IONQ)$</a> <a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$</a> <a href=\"https://ttm.financial/S/UAMY\">$United States Antimony(UAMY)$</a> For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Tradi</a>","listText":"Non-Profitable Tech has outperformed the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> by +19% in October. This is the biggest monthly spread in 5+ years (since the 2020 GME/AMC Meme Stock Mania). <a href=\"https://ttm.financial/S/OKLO\">$Oklo Inc.(OKLO)$</a> <a href=\"https://ttm.financial/S/IONQ\">$IONQ Inc.(IONQ)$</a> <a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$</a> <a href=\"https://ttm.financial/S/UAMY\">$United States Antimony(UAMY)$</a> For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Tradi</a>","text":"Non-Profitable Tech has outperformed the $S&P 500(.SPX)$ by +19% in October. This is the biggest monthly spread in 5+ years (since the 2020 GME/AMC Meme Stock Mania). $Oklo Inc.(OKLO)$ $IONQ Inc.(IONQ)$ $Rigetti Computing(RGTI)$ $United States Antimony(UAMY)$ For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10 Tradi","images":[{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490032940622176","isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":488975467757920,"gmtCreate":1760398287660,"gmtModify":1760405536491,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"INOD - From Overlooked Small Cap to IBD’s #1 Stock","htmlText":"When we first invested in <a href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$</a> in July 2024 at $17, the company’s market cap was just $508M. A true Small Cap. No one was talking about little INODExcept us…15 months later, INOD is #1 on IBD’s Top 50. 🙌For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a><a href=\"https://ttm.financial/TW/455186728267792\">🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!</a><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=contradraw-0630\">Y</a>","listText":"When we first invested in <a href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$</a> in July 2024 at $17, the company’s market cap was just $508M. A true Small Cap. No one was talking about little INODExcept us…15 months later, INOD is #1 on IBD’s Top 50. 🙌For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a><a href=\"https://ttm.financial/TW/455186728267792\">🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!</a><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=contradraw-0630\">Y</a>","text":"When we first invested in $Innodata(INOD)$ in July 2024 at $17, the company’s market cap was just $508M. A true Small Cap. No one was talking about little INODExcept us…15 months later, INOD is #1 on IBD’s Top 50. 🙌For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!Y","images":[{"img":"https://community-static.tradeup.com/news/40b8a3e98a086ebe3e251bad77358faa","width":"503","height":"1361"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":103,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/488975467757920","isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":486784513437840,"gmtCreate":1759889394619,"gmtModify":1759890268204,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"We have just witnessed the largest Retail Investor buying EVER. Retail has bought over +$100B of US stocks in the last month, the largest 1M buying on record. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 </a>","listText":"We have just witnessed the largest Retail Investor buying EVER. Retail has bought over +$100B of US stocks in the last month, the largest 1M buying on record. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 </a>","text":"We have just witnessed the largest Retail Investor buying EVER. Retail has bought over +$100B of US stocks in the last month, the largest 1M buying on record. $S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10","images":[{"img":"https://community-static.tradeup.com/news/451432a4f75de139f1799697704277cb","width":"1076","height":"621"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/486784513437840","isVote":1,"tweetType":1,"viewCount":1775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":485165894688912,"gmtCreate":1759494224026,"gmtModify":1759496426090,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"Our SMID Cap 6 Portfolio is now up +65% in 3.5 months. Good for an annualized return of +390%!Wow‼️ <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> <a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$</a> <a href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$</a> <a href=\"https://ttm.financial/S/GRAL\">$GRAIL, Inc.(GRAL)$</a> ImagePS: With AI, we are in the midst of a generational technological revolution. Life changing gains will be made in owning the right Small and Mid Caps.A year ago, I released my Small Cap 6 Portfolio, which we exited for +99% gains in 7 months overall.Now I’m unveiling a new portfolio of my top 6 SMID Caps picks, poised to thrive from the AI revolution. For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privilege","listText":"Our SMID Cap 6 Portfolio is now up +65% in 3.5 months. Good for an annualized return of +390%!Wow‼️ <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> <a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$</a> <a href=\"https://ttm.financial/S/INOD\">$Innodata(INOD)$</a> <a href=\"https://ttm.financial/S/GRAL\">$GRAIL, Inc.(GRAL)$</a> ImagePS: With AI, we are in the midst of a generational technological revolution. Life changing gains will be made in owning the right Small and Mid Caps.A year ago, I released my Small Cap 6 Portfolio, which we exited for +99% gains in 7 months overall.Now I’m unveiling a new portfolio of my top 6 SMID Caps picks, poised to thrive from the AI revolution. For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privilege","text":"Our SMID Cap 6 Portfolio is now up +65% in 3.5 months. Good for an annualized return of +390%!Wow‼️ $NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $Innodata(INOD)$ $GRAIL, Inc.(GRAL)$ ImagePS: With AI, we are in the midst of a generational technological revolution. Life changing gains will be made in owning the right Small and Mid Caps.A year ago, I released my Small Cap 6 Portfolio, which we exited for +99% gains in 7 months overall.Now I’m unveiling a new portfolio of my top 6 SMID Caps picks, poised to thrive from the AI revolution. For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privilege","images":[{"img":"https://community-static.tradeup.com/news/ee9d74cc0e02f297d280f9f220ed9254","width":"831","height":"739"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/485165894688912","isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":483243738935440,"gmtCreate":1759013059691,"gmtModify":1759026846726,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"Pensions are modeled to sell -$19B of US equities for month-end. That ranks in the 89th percentile since 2000. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a>","listText":"Pensions are modeled to sell -$19B of US equities for month-end. That ranks in the 89th percentile since 2000. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a>","text":"Pensions are modeled to sell -$19B of US equities for month-end. That ranks in the 89th percentile since 2000. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉","images":[{"img":"https://community-static.tradeup.com/news/4a1992bd906d0ee0063ffad52c514e6e","width":"1023","height":"614"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":902,"commentSize":0,"repostSize":14,"link":"https://ttm.financial/post/483243738935440","isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":481862841466928,"gmtCreate":1758676020233,"gmtModify":1758678887131,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"GRAL is a layup at $1.8B market cap","htmlText":"<a href=\"https://ttm.financial/S/GRAL\">$GRAIL, Inc.(GRAL)$</a> is a layup at $1.8B market cap- AI cancer detection - Market leader in the MCED space - Acquired by <a href=\"https://ttm.financial/S/ILMN\">$Illumina(ILMN)$</a> for $8B in ‘21, but was spun off in ‘24 due to regulatory challenges. - Now trading at 1/4th the valuation that ILMN tried to buy it for - ILMN still owns a 12% stake. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a> <a href=\"https://ttm.financial/S/BMY\">$Bristol-Myers Squibb(BMY)$</a> <a href=\"https://ttm.financial/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a> <a href=\"https://ttm.financial/S/MRK\">$Merck(MRK)$</a>","listText":"<a href=\"https://ttm.financial/S/GRAL\">$GRAIL, Inc.(GRAL)$</a> is a layup at $1.8B market cap- AI cancer detection - Market leader in the MCED space - Acquired by <a href=\"https://ttm.financial/S/ILMN\">$Illumina(ILMN)$</a> for $8B in ‘21, but was spun off in ‘24 due to regulatory challenges. - Now trading at 1/4th the valuation that ILMN tried to buy it for - ILMN still owns a 12% stake. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a> <a href=\"https://ttm.financial/S/BMY\">$Bristol-Myers Squibb(BMY)$</a> <a href=\"https://ttm.financial/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a> <a href=\"https://ttm.financial/S/MRK\">$Merck(MRK)$</a>","text":"$GRAIL, Inc.(GRAL)$ is a layup at $1.8B market cap- AI cancer detection - Market leader in the MCED space - Acquired by $Illumina(ILMN)$ for $8B in ‘21, but was spun off in ‘24 due to regulatory challenges. - Now trading at 1/4th the valuation that ILMN tried to buy it for - ILMN still owns a 12% stake. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Tencent Holding Ltd.(TCEHY)$ $Bristol-Myers Squibb(BMY)$ $Johnson & Johnson(JNJ)$ $Merck(MRK)$","images":[{"img":"https://community-static.tradeup.com/news/e8690599d78ea3d2c2ce7c9d1b2fa858","width":"1396","height":"653"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":44,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/481862841466928","isVote":1,"tweetType":1,"viewCount":2423,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011024","authorId":"10000000000011024","name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011024","idStr":"10000000000011024"},"content":"GRAL long from $38! 1/4 ILMN’s buy price,this IPO breakout will pop!","text":"GRAL long from $38! 1/4 ILMN’s buy price,this IPO breakout will pop!","html":"GRAL long from $38! 1/4 ILMN’s buy price,this IPO breakout will pop!"},{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"GOOG/JNJ back GRAL! $1.8B cap vs $8B buyout? Total steal!","text":"GOOG/JNJ back GRAL! $1.8B cap vs $8B buyout? Total steal!","html":"GOOG/JNJ back GRAL! $1.8B cap vs $8B buyout? Total steal!"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":481129615102000,"gmtCreate":1758497009890,"gmtModify":1758508131757,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"Things you don’t see at the top of a Bubble…Goldman’s Total Positioning Indicator is STILL slightly underweight US equities. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> <a href=\"https://ttm.financial/S/DIA\">$SPDR Dow Jones Industrial Average ETF Trust(DIA)$</a> ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：","listText":"Things you don’t see at the top of a Bubble…Goldman’s Total Positioning Indicator is STILL slightly underweight US equities. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> <a href=\"https://ttm.financial/S/DIA\">$SPDR Dow Jones Industrial Average ETF Trust(DIA)$</a> ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：","text":"Things you don’t see at the top of a Bubble…Goldman’s Total Positioning Indicator is STILL slightly underweight US equities. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：","images":[{"img":"https://community-static.tradeup.com/news/a2a5f847ac697076f6b97f96513404d7","width":"1267","height":"1209"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":147,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/481129615102000","isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":479744399134960,"gmtCreate":1758153119889,"gmtModify":1758159077909,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"The Fed has cut rates with the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> within 1% of ATHs 16 times in history.The SPX was higher a year later all 16 times for an average return of +15%.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a><a href=\"https://ttm.financial/TW/455186728267792\">🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!</a><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=contradraw-0630\">Your first trade of the day = 1 lucky draw chan</a>","listText":"The Fed has cut rates with the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> within 1% of ATHs 16 times in history.The SPX was higher a year later all 16 times for an average return of +15%.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a><a href=\"https://ttm.financial/TW/455186728267792\">🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!</a><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=contradraw-0630\">Your first trade of the day = 1 lucky draw chan</a>","text":"The Fed has cut rates with the $S&P 500(.SPX)$ within 1% of ATHs 16 times in history.The SPX was higher a year later all 16 times for an average return of +15%.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!Your first trade of the day = 1 lucky draw chan","images":[{"img":"https://community-static.tradeup.com/news/4ba586184a780ce27f8b00b78e5297e0","width":"680","height":"438"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":130,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/479744399134960","isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0}],"hots":[{"id":401554999554224,"gmtCreate":1739060804649,"gmtModify":1739061000116,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"We have just witnessed the largest retail investor buying on record. I don’t have specific data on retail buying and future performance, but the previous retail buying high for this chart was early 2022 which was a major top. <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Image","listText":"We have just witnessed the largest retail investor buying on record. I don’t have specific data on retail buying and future performance, but the previous retail buying high for this chart was early 2022 which was a major top. <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Image","text":"We have just witnessed the largest retail investor buying on record. I don’t have specific data on retail buying and future performance, but the previous retail buying high for this chart was early 2022 which was a major top. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ Image","images":[{"img":"https://community-static.tradeup.com/news/a003f6032d23619cf915c0c90b5af6a2","width":"1206","height":"433"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":506,"commentSize":1,"repostSize":1037,"link":"https://ttm.financial/post/401554999554224","isVote":1,"tweetType":1,"viewCount":23517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":273468833689616,"gmtCreate":1707789364908,"gmtModify":1707900491466,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"Lots of talk about a bubble in AI/Mag 7... ","htmlText":"Lots of talk about a bubble in AI/Mag 7... At this point, valuations at the top are no where near as frothy as they were at the height of the Dot Com Bubble. The 5 largest stocks traded at 43x Fwd PE in March ‘00, a 59% premium to the Mag 7’s current multiple of 27x. <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> ImageTraders are piling into C","listText":"Lots of talk about a bubble in AI/Mag 7... At this point, valuations at the top are no where near as frothy as they were at the height of the Dot Com Bubble. The 5 largest stocks traded at 43x Fwd PE in March ‘00, a 59% premium to the Mag 7’s current multiple of 27x. <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> ImageTraders are piling into C","text":"Lots of talk about a bubble in AI/Mag 7... At this point, valuations at the top are no where near as frothy as they were at the height of the Dot Com Bubble. The 5 largest stocks traded at 43x Fwd PE in March ‘00, a 59% premium to the Mag 7’s current multiple of 27x. $Microsoft(MSFT)$ $Apple(AAPL)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Tesla Motors(TSLA)$ $NVIDIA Corp(NVDA)$ ImageTraders are piling into C","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2362,"commentSize":7,"repostSize":119,"link":"https://ttm.financial/post/273468833689616","isVote":1,"tweetType":1,"viewCount":11018,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4153824199865952","authorId":"4153824199865952","name":"alkyl","avatar":"https://community-static.tradeup.com/news/3500f3248a22b48e8e0079cd86e378d3","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4153824199865952","idStr":"4153824199865952"},"content":"conference board index, greed-fear index, insider sale ratio","text":"conference board index, greed-fear index, insider sale ratio","html":"conference board index, greed-fear index, insider sale ratio"},{"author":{"id":"4153824199865952","authorId":"4153824199865952","name":"alkyl","avatar":"https://community-static.tradeup.com/news/3500f3248a22b48e8e0079cd86e378d3","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4153824199865952","idStr":"4153824199865952"},"content":"won't crash tonight, not tomorrow but i cant say it won't this year","text":"won't crash tonight, not tomorrow but i cant say it won't this year","html":"won't crash tonight, not tomorrow but i cant say it won't this year"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":386384191287456,"gmtCreate":1735341741461,"gmtModify":1735354200803,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"Bitcoin has been moving in sync with the global M2 money supply (on a 10 week lag).The current negative divergence is pointing to $80k for Bitcoin. <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a> Image","listText":"Bitcoin has been moving in sync with the global M2 money supply (on a 10 week lag).The current negative divergence is pointing to $80k for Bitcoin. <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a> Image","text":"Bitcoin has been moving in sync with the global M2 money supply (on a 10 week lag).The current negative divergence is pointing to $80k for Bitcoin. $Coinbase Global, Inc.(COIN)$ $MicroStrategy(MSTR)$ Image","images":[{"img":"https://community-static.tradeup.com/news/4b152e9c0d5693061330c21777068a69","width":"583","height":"385"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1864,"commentSize":1,"repostSize":113,"link":"https://ttm.financial/post/386384191287456","isVote":1,"tweetType":1,"viewCount":8131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4189719922014022","authorId":"4189719922014022","name":"Surfing The Markets","avatar":"https://community-static.tradeup.com/news/5a802bf0fe6b0e1a9897a60594c8a0be","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4189719922014022","idStr":"4189719922014022"},"content":"BTC has macro topped, I'm looking for a 6monthly candle to complete in the 30k region in June 2025, currently short on BTC and the DOWJ, very possible BTC gets to a macro low between 7.5-9.3k as the completion of the 18.6 year cycle commences","text":"BTC has macro topped, I'm looking for a 6monthly candle to complete in the 30k region in June 2025, currently short on BTC and the DOWJ, very possible BTC gets to a macro low between 7.5-9.3k as the completion of the 18.6 year cycle commences","html":"BTC has macro topped, I'm looking for a 6monthly candle to complete in the 30k region in June 2025, currently short on BTC and the DOWJ, very possible BTC gets to a macro low between 7.5-9.3k as the completion of the 18.6 year cycle commences"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":461017286258704,"gmtCreate":1753572187172,"gmtModify":1753576800899,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"With Bitcoin breaking out to ATHs, we just witnessed the largest 4-week inflow to Crypto funds EVER. <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$</a> <a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust ETF(IBIT)$</a> <a href=\"https://ttm.financial/S/BMNR\">$BitMine Immersion Technologies Inc.(BMNR)$</a> <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> <a href=\"https://ttm.financial/S/SBET\">$SharpLink Gaming(SBET)$</a> BTC ETH ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account","listText":"With Bitcoin breaking out to ATHs, we just witnessed the largest 4-week inflow to Crypto funds EVER. <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$</a> <a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust ETF(IBIT)$</a> <a href=\"https://ttm.financial/S/BMNR\">$BitMine Immersion Technologies Inc.(BMNR)$</a> <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> <a href=\"https://ttm.financial/S/SBET\">$SharpLink Gaming(SBET)$</a> BTC ETH ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account","text":"With Bitcoin breaking out to ATHs, we just witnessed the largest 4-week inflow to Crypto funds EVER. $Coinbase Global, Inc.(COIN)$ $Strategy(MSTR)$ $iShares Bitcoin Trust ETF(IBIT)$ $BitMine Immersion Technologies Inc.(BMNR)$ $Circle Internet Corp.(CRCL)$ $SharpLink Gaming(SBET)$ BTC ETH ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account","images":[{"img":"https://community-static.tradeup.com/news/c12d4354a35f428f7f17d8ef78468fa8","width":"612","height":"473"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1708,"commentSize":0,"repostSize":52,"link":"https://ttm.financial/post/461017286258704","isVote":1,"tweetType":1,"viewCount":7454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":411528198926424,"gmtCreate":1741480208619,"gmtModify":1741480800416,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"We just witnessed the largest 4 week outflow from Crypto funds on record. All throughout its history, Bitcoin declines by 70%+ during Bear cycles. When the narrative is “Bitcoin is dead and will never recover”, it’s the time to buy. <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$</a> Image","listText":"We just witnessed the largest 4 week outflow from Crypto funds on record. All throughout its history, Bitcoin declines by 70%+ during Bear cycles. When the narrative is “Bitcoin is dead and will never recover”, it’s the time to buy. <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$</a> Image","text":"We just witnessed the largest 4 week outflow from Crypto funds on record. All throughout its history, Bitcoin declines by 70%+ during Bear cycles. When the narrative is “Bitcoin is dead and will never recover”, it’s the time to buy. $Coinbase Global, Inc.(COIN)$ $Strategy(MSTR)$ Image","images":[{"img":"https://community-static.tradeup.com/news/361e0c3748b79d86fea47816ed482974","width":"589","height":"458"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":361,"commentSize":3,"repostSize":261,"link":"https://ttm.financial/post/411528198926424","isVote":1,"tweetType":1,"viewCount":10191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":406811609866456,"gmtCreate":1740346839111,"gmtModify":1740347400929,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"Hedge Funds de-risked aggressively in Tech during last week’s sell off. The de-grossing over the past 2 weeks was the largest since July and ranks in the top 4 “risk off” events in the past 5 years. <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> Image","listText":"Hedge Funds de-risked aggressively in Tech during last week’s sell off. The de-grossing over the past 2 weeks was the largest since July and ranks in the top 4 “risk off” events in the past 5 years. <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> Image","text":"Hedge Funds de-risked aggressively in Tech during last week’s sell off. The de-grossing over the past 2 weeks was the largest since July and ranks in the top 4 “risk off” events in the past 5 years. $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ Image","images":[{"img":"https://community-static.tradeup.com/news/4e72515c6fc75c6d133a417ed84dbcd3","width":"755","height":"503"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":877,"commentSize":3,"repostSize":126,"link":"https://ttm.financial/post/406811609866456","isVote":1,"tweetType":1,"viewCount":5419,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573390365123336","authorId":"3573390365123336","name":"GoodLife99","avatar":"https://static.tigerbbs.com/93bc72ed8ecc035497d64dcad3dcf3d8","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3573390365123336","idStr":"3573390365123336"},"content":"this is just the beginning or buy the dip? [Thinking]","text":"this is just the beginning or buy the dip? [Thinking]","html":"this is just the beginning or buy the dip? [Thinking]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":410779942801472,"gmtCreate":1741297615106,"gmtModify":1741297800107,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> was the undisputed king of this entire Bull Market. Now headed for its first Death Cross since the 2022 Bear Market lows.Image","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> was the undisputed king of this entire Bull Market. Now headed for its first Death Cross since the 2022 Bear Market lows.Image","text":"$NVIDIA(NVDA)$ was the undisputed king of this entire Bull Market. Now headed for its first Death Cross since the 2022 Bear Market lows.Image","images":[{"img":"https://community-static.tradeup.com/news/9a4bbd188f7ee03c79d75d8c9fef34c1","width":"679","height":"399"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":836,"commentSize":1,"repostSize":79,"link":"https://ttm.financial/post/410779942801472","isVote":1,"tweetType":1,"viewCount":4562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1436866998000","authorId":"1436866998000","name":"Esther_Ryan","avatar":"https://community-static.tradeup.com/news/5c8035c0c68d435819f879ac7882f822","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"1436866998000","idStr":"1436866998000"},"content":"NVDA has been trending downwards, but i am confident in the company and its future performances!","text":"NVDA has been trending downwards, but i am confident in the company and its future performances!","html":"NVDA has been trending downwards, but i am confident in the company and its future performances!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":387094021836904,"gmtCreate":1735515126474,"gmtModify":1735515600085,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"The <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> has only sustained a P/E multiple higher than the current mark (22.5x) twice in history:1.) The Dot Com Bubble2.) The Covid-QE Bubble <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Image","listText":"The <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> has only sustained a P/E multiple higher than the current mark (22.5x) twice in history:1.) The Dot Com Bubble2.) The Covid-QE Bubble <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Image","text":"The $.SPX(.SPX)$ has only sustained a P/E multiple higher than the current mark (22.5x) twice in history:1.) The Dot Com Bubble2.) The Covid-QE Bubble $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ Image","images":[{"img":"https://community-static.tradeup.com/news/9111f5f7f790099283d677a8eb001051","width":"680","height":"400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":526,"commentSize":2,"repostSize":139,"link":"https://ttm.financial/post/387094021836904","isVote":1,"tweetType":1,"viewCount":6615,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4189719922014022","authorId":"4189719922014022","name":"Surfing The Markets","avatar":"https://community-static.tradeup.com/news/5a802bf0fe6b0e1a9897a60594c8a0be","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4189719922014022","idStr":"4189719922014022"},"content":"Major indexes have topped, macro correction - crash underway, there will be assets that swim against the tide for savy traders, I sold out of all my large cap stocks and are in all small and mid cap stocks that have just bottomed or are about to bottom 2025 will see some extreme volatility in PA, macro bottom for indexes could be as far out as 2032","text":"Major indexes have topped, macro correction - crash underway, there will be assets that swim against the tide for savy traders, I sold out of all my large cap stocks and are in all small and mid cap stocks that have just bottomed or are about to bottom 2025 will see some extreme volatility in PA, macro bottom for indexes could be as far out as 2032","html":"Major indexes have topped, macro correction - crash underway, there will be assets that swim against the tide for savy traders, I sold out of all my large cap stocks and are in all small and mid cap stocks that have just bottomed or are about to bottom 2025 will see some extreme volatility in PA, macro bottom for indexes could be as far out as 2032"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927583892,"gmtCreate":1672536960816,"gmtModify":1676538701952,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"title":"If you ignore the Covid bubble valuations, many growth stocks are not cheap","htmlText":"I warned about Bubble Stocks many times during the Denial Phase of the Bust.2022 was all about valuations coming back to earth.The magnitude of the decline in many growth stocks gives the illusion they are cheap, but not so fast.If you ignore the Covid bubble valuations, many growth stocks are not cheap.Many are actually at ATH valuations, above PEAK pre-Covid multiples.The structure of the Covid Bubble and Bust has closely resembled many historical bubbles, including the early 90s Japanese Nikkei Bubble.https://twitter.com/Marlin_Capital/status/1609231495582851072?cxt=HHwWgICx-ZzhkdUsAAAA","listText":"I warned about Bubble Stocks many times during the Denial Phase of the Bust.2022 was all about valuations coming back to earth.The magnitude of the decline in many growth stocks gives the illusion they are cheap, but not so fast.If you ignore the Covid bubble valuations, many growth stocks are not cheap.Many are actually at ATH valuations, above PEAK pre-Covid multiples.The structure of the Covid Bubble and Bust has closely resembled many historical bubbles, including the early 90s Japanese Nikkei Bubble.https://twitter.com/Marlin_Capital/status/1609231495582851072?cxt=HHwWgICx-ZzhkdUsAAAA","text":"I warned about Bubble Stocks many times during the Denial Phase of the Bust.2022 was all about valuations coming back to earth.The magnitude of the decline in many growth stocks gives the illusion they are cheap, but not so fast.If you ignore the Covid bubble valuations, many growth stocks are not cheap.Many are actually at ATH valuations, above PEAK pre-Covid multiples.The structure of the Covid Bubble and Bust has closely resembled many historical bubbles, including the early 90s Japanese Nikkei Bubble.https://twitter.com/Marlin_Capital/status/1609231495582851072?cxt=HHwWgICx-ZzhkdUsAAAA","images":[{"img":"https://community-static.tradeup.com/news/bdae316d85cbe0443ebbfccbd475a1a4","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":948,"commentSize":59,"repostSize":2,"link":"https://ttm.financial/post/9927583892","isVote":1,"tweetType":1,"viewCount":7963,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3567852837945728","idStr":"3567852837945728"},"content":"good sharing 👍","text":"good sharing 👍","html":"good sharing 👍"},{"author":{"id":"4091940191425840","authorId":"4091940191425840","name":"GerryLoh","avatar":"https://static.tigerbbs.com/5a78f3879130dffcf24fc6b7cef7c9df","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4091940191425840","idStr":"4091940191425840"},"content":"good sharing thanks","text":"good sharing thanks","html":"good sharing thanks"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":483243738935440,"gmtCreate":1759013059691,"gmtModify":1759026846726,"author":{"id":"4120382896042882","authorId":"4120382896042882","name":"DavidMarlin","avatar":"https://community-static.tradeup.com/news/4f415c3ff5550e60135034b2936557a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120382896042882","idStr":"4120382896042882"},"themes":[],"htmlText":"Pensions are modeled to sell -$19B of US equities for month-end. That ranks in the 89th percentile since 2000. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a>","listText":"Pensions are modeled to sell -$19B of US equities for month-end. That ranks in the 89th percentile since 2000. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://ttm.financial/TW/367769452580952\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a>","text":"Pensions are modeled to sell -$19B of US equities for month-end. That ranks in the 89th percentile since 2000. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉","images":[{"img":"https://community-static.tradeup.com/news/4a1992bd906d0ee0063ffad52c514e6e","width":"1023","height":"614"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":902,"commentSize":0,"repostSize":14,"link":"https://ttm.financial/post/483243738935440","isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0}],"lives":[]}