I don't want to sound like your typical fintwit guru, but it must be said. Buying here is providing the exit liquidity for institutions that didn't exit on March 6th. $Credit Suisse Group AG(CS)$ will not be the last. You are fighting the Fed from this point on, they want the yield curve to rise.There is obviously going to be things that don't make sense like these counter-trend squeezes but this is by design to shake out weak hands. Welcome to bear markets and the market in general. PAYtience. This tech rally feels like the tulip mania. Again, when in doubt, zoom out.图像

$OXY $Occidental(OXY)$ Looks like SPR report has been updated. 7.7M Bbl released the first week of October. With the oversupply (vs 1Mbpd pace), it should lead to a build of inventory, but it’s also possible refineries bought extra, early last week, when crude was cheaper.No API or EIA for an extra day due to the holidays. Waiting game for more oil sector news, then the big CPI report Thursday…. Giving up on guessing how the market reacts to anything anymore. Crude down, but O&G sector up. At least OXY is still red (barely). Go figure.GLTA!

$Sea Ltd(SE)$ now trades at 38x 2024 P/E. Arguably, the way to value $SE has changed. This is due to its first ever quarter of positive EBITDA and net income. But also, the higher multiples the market is willing to give $SE given the strong execution and management. And lastly, because $SE demonstrated its ability to be self-sufficient and prioritize long-term growth in this macro environment.图像Nice work. The SE ability to turn profitable overnight was something being overlooked by the market. Pivot to profitability definitely a big change. Focus going forward will be on increasing the value of existing customers rather than customer acquisition imo

Oversea-Chinese Banking Corp flagged a cautious outlook on Wednesday after Singapore’s second-largest listed lender reported a surprise 14% drop in quarterly profit, knocking its shares to a one-month low. Shares in OCBC, which pointed to a jump in operating expenses, fell 4.5% in early trade in a slightly weak broader market. “Looking ahead, we are cautiously optimistic that the operating environment will improve,” OCBC CEO Helen Wong, who took charge last year, said in a statement. Oversea-Chinese Banking Corpflagged a cautious outlook on Wednesday after Singapore’s second-largest listed lender reported a surprise 14% drop in quarterly profit, knocking its shares to a one-month low. Shares in OCBC, which pointed to a jump in operating expenses, fell 4.5% in early trade in a slightly weak

$Intel(INTC)$ , you can bet $12 incoming. Just look at past data and indicator. Dot Com Crash:2000 top price $72.06. 2002 dot com bubble crash price $12.39. Bearish monthly divergence.Now:2021 top price $72.06 - Check.Bearish monthly divergence - Check.

With AI plays gaining institution exposure,$BBAI $BigBear.ai Holdings(BBAI)$ stands out for me as a nice small-caps AI Play. (See my chart for notes). Newtons first law: an object in motion tends to stay in motion.Bull says we entered into bullish zone with a confirmation and this should eat out bear or shorts again$BBAI - can short stop $BBAI from next bull run????