£amont retweeted
Replying to @Lazybratposts
Imagine marrying a prostitute and then getting in bed excited for sex and she's like "no, i don't like bringing my work home with me"
£amont retweeted
I could be wrong but my thinking, especially considering the extreme sell off on the indexes that we had on Friday is that midterm elections will not have any real effect on the overall market. That said, please do not use a 1 min chart to tell me I was wrong lol :)
£amont retweeted
Prediction: Market rallies after mid terms even if dem's win
Honestly the market probably wants dem's to win since it'll take power away from Trump who has been bending over our market day after day
£amont retweeted
We are about to see a massive take-off in Risk Assets.
Just when everybody is Fearful 😉
Nasdaq will soar. Same will small caps.
And so will Crypto. Crypto Altseason!
Massive bottom - and the rally will be driven by (the expected) decline in DXY and Bomd yields.
Coming 2-3 months will be extremely Bullish.
Bears will capitulate and Bulls will grow arrogant- right into the REAL TOP!
Now sit back. Get the popcorn out.
And watch the market play with investors emotions 😉
£amont retweeted
MASSIVE WEEK FOR AI. Earnings, spending updates and the Fed.
MONDAY
$CLS - AI servers & networking
$CDNS - Chip design software
TUESDAY
$STX - Data storage demand
WEDNESDAY
FOMC - Rate decision
$MSFT $GOOGL - Cloud growth & AI spending
$VRT - Data center cooling & power
$GEV - Gas turbines & power demand
THURSDAY
$AMZN - AWS growth & capex
$INTC - Chip manufacturing
$SNDK - Flash storage demand
Biggest focus for me: spending plans, demand and margins.
One company’s capex is another company’s revenue. These reports matter for plenty of names that aren’t reporting.
Have your sympathy names ready. Trade the reaction.
£amont retweeted
Watchlist this week, 10/25:
$RKLB
$XOM
$PLTR
$OKTA / $ZS / $CRM
$MRVL
$CRWD
Massive earnings week. FOMC Wednesday. PCE Thursday.
Selling in growth starting to slow. Watching for bases to build.
Market stays weak → oil breakouts: $XOM $BP $OXY
Growth rebounds → oversold bounces: $NBIS $MRVL $RKLB
Software still showing some of the best RS.
Good feeling about this week. Need price to confirm.
£amont retweeted
$CRM
Software has been the most resilient sector in October
Flag breakout still valid with room back to $270
Contracts are well-priced, top watch over PWH






























