To The Moon

$Wells Fargo(WFC)$   $Citigroup(C)$   $Morgan Stanley(MS)$   Q1 earnings season is kicking off with a clear expectation: strength. Big banks like Citigroup, Wells Fargo, and Morgan Stanley are set up to report solid numbers. Trading desks have benefited from elevated volatility, deal pipelines have quietly improved, and

Hot off the press this morning. CoreWeave just locked in another $21 billion deal with Meta, expanding their total commitment to $35 billion through December 2032. The capacity will span multiple data centres and include first commercial deployments of NVDA's Vera Rubin platform. CRWV shares jumped 3.5% on the news. But here is the more interesting question. Meta already signed a $27 billion deal with Nebius in March. And Nebius stock outperformed CRWV by nearly 4x over the past 12 months, up 400% versus CRWV's 109%. So why is everyone still talking about CoreWeave? Let's break both down properly. 🏭 The AI Infrastructure Arms Race The $21 billion Meta deal is not just news for CRWV. It is a statement about the entire neocloud sector. Hyperscalers like Meta are spending $115 to $135 billion

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$Tesla Motors(TSLA)$   $Microsoft(MSFT)$   The market bounced. Tesla and Microsoft did not. That is not random. That is information. And when leaders stop leading, you don't ignore it! You decode it! 🚗 Tesla: One Stock, Two Completely Different Businesses Let's be clear. Tesla is no longer just a car company. But right now, the car business is the problem. Q1 deliveries: 358K (miss, QoQ decline) Production > deliveries → inventory build stacking up Global competition rising, especially from China EV incentives fading That is the reality. And the market is finally pricing it. ⚖️ But Here's the Part Most People Miss Tesla is not valu

Markets are not buying Nvidia right now. They are testing it. And the $175 to $180 range is where that test plays out. 📉 What Just Happened NVDA bottomed at $164 in late March. It has since bounced 8% to around $178. But do not mistake this for a clean recovery. Oil above $111. Rates still elevated. Hedge funds sold US tech at the fastest pace in 13 years last month. NVDA is still below both its 50-day and 200-day moving averages. This is a fragile bounce in a fragile environment. ⚖️ The $175 to $180 Zone Is Everything $175 - institutional support, where buyers defend the AI narrative $180 - momentum trigger, where flows come back fast $172 - the line you do not want to see break $161 - neckline of a head and shoulders pattern. Below this, the measured move targets $137. Above $180 with co

Spring for me is a reminder to slow down and look at what actually matters in the portfolio too. Not chasing every headline. Not reacting to every red candle. Just stepping back, spending time with the people who matter, and letting the noise settle. Because when you come back to the screen with a clear head, you see it differently. The rotation that's been quietly happening. The names building a base while everyone panics. The opportunities that only show up when you stop being emotional about your positions. No big plans this week. Just good food, family time, and a watchlist that's ready for when the market gives its next clean signal. Spring doesn't rush. Neither should your trades. I am not a financial advisor. Trade wisely, Comrades.

Replying to @Isleigh:#Tiger Trade# 🐻 BTC Rebound or Bear Trap? Don't Bet on COIN Just Yet Let's be honest about what's actually happening right now. B... https://tigr.link/s/60F88d3//@Isleigh:BTC is at a critical juncture heading into next week. The market is clinging to the $66,000 support level after its worst opening quarter since 2018, with the Fear and Greed Index at extreme fear (8/100) and a bear flag still visible on the 3-day chart. The single biggest near-term catalyst is the FOMC minutes dropping April 8 - if the tone is even slightly hawkish, expect more downside toward $60,000. The modest bull case exists only if BTC defends $66K through the weekend and breaks $68,500

Let's be honest about what's actually happening right now. BTC just closed its first green month since September, a 1.8% gain after five consecutive months of losses. But context matters: from October 2025 through February 2026, BTC dropped from its all-time high of $126,000 to as low as $60,000, wiping out roughly $1.57 trillion in total crypto market value, the longest consecutive monthly losing streak since the 2018 bear market. As of today, April 4, BTC is trading around $66,650, roughly $16,500 lower than it was one year ago. The so-called "rebound" you may have seen referenced this week? BTC just closed out its worst opening quarter since 2018, erasing roughly 23% of its value. This is not a clean bounce. It's a market clinging to a ledge. Where We Are: The Real Setup BTC entered Apr

Q1 did not fail because markets were weak. It failed because expectations were too early. AI was crowded. Rates were uncertain. Positioning was heavy. And when everyone is already in... 👉 There is no one left to push prices higher. ⚠️ What Really Went Wrong in Q1 This was not a “bad market.” This was a positioning reset. AI names got overcrowded Macro uncertainty (rates, geopolitics) increased Liquidity became selective, not broad The result? 👉 Sharp moves down were not panic 👉 They were forced unwinds And those unwinds are exactly what create Q2 opportunities. 🔄 The Reset Phase: Why This Matters Now Markets do not move up when things are obvious. They move up when: 👉 Weak hands are gone 👉 Expectations are lowered 👉 Narratives are ready to rotate We are now entering that phase. Valuations

AMD is no longer lagging. It just made a decisive move above $213, and that changes the structure completely. But here is where most traders get it wrong: 👉 The breakout is not the opportunity 👉 The reaction at $220 is 🧩 The $213 Flip: From Resistance to Fuel The clean break above $213 is not just technical. It signals: Buyers are willing to pay higher prices Previous sellers have been absorbed Momentum has shifted from hesitation → conviction Now, $213–$215 becomes: 👉 The new demand zone As long as AMD holds this range, dips are likely to be bought, not sold. 🤖 AI Narrative Is Intact, but It Is Evolving Yes, AMD is riding the AI wave. But this is not just hype anymore. The real story: MI300X demand is real, not speculative AMD is targeting inference, not just training This opens a massive