Liquidity over price. Daily posture and exposure ceiling from a rules-based engine. Every decision scored, frozen spec.

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A few of us put together a free stock chat community. We focus on the names moving hardest that day, swap market takes, technicals, and actual trade plans. 📈 In the group we post daily watchlists, market updates, research, key levels we’re watching, and setups that look interesting. It’s just a spot for people who like the market to bounce ideas around, learn from each other, and get better at this. No pitch, no hidden fees, no pressure. If you want in, drop “Yes” below and I’ll send you the invite...
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Cai$Ke retweeted
The Supertrend flipping bullish giving a buy signal is historically difficult to fade. Maybe, just maybe ~$57k was the bear market bottom.
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Is $AMD leaving yet another breakaway gap?
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Cai$Ke retweeted
So after the fast, if we’re still in this situation then I’ll do the polar opposite and have a massive stack of waffles every day and spike my blood sugar to the absolute moon $ASTS
Perhaps You need to be more dedicated to waffles to unlock the unfolding?
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Cai$Ke retweeted
$NBIS is the gift that keeps giving. Bullish news just oozes from it constantly. It’s really mind boggling.
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The $DXY has seen a strong 2 week rally and is now testing a major level of resistance.
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Cai$Ke retweeted
JENSEN HUANG DOESN’T THINK FORGETTING BASIC MATH IS A PROBLEM A study of 26,000 students in China found AI helped students finish homework faster and score better on assignments, but their exam scores fell over time. Huang wasn’t surprised. “Basic math is being forgotten.” But when asked whether that actually matters, he said, “I don’t think it does.” His view is that some skills will fade as technology takes over more of the work, and we’ll figure out which new skills matter instead. He even admitted he doesn’t know his own zip code or phone number anymore.
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Even though the underlying businesses are growing strongly, photonics stocks have seen a brutal reset from their 52 weeks highs: $GLW -43% $LWLG -72% $AXTI -48% $ALMU -58% $FN -47% $TSM -6% $GFS -49% $LITE -14% $COHR -33% $IPGP -50% $LPTH -47% $LASE -82% $AAOI -57% $OPTX -51% $POET -63% $AVGO -29% $MRVL -22% $CRDO -37% $CIEN -44% $AEHR -34%
These photonics stocks have strong growth runway over the next decade. Here's is the full cheat sheet - Photonic Materials and Substrates 1. $GLW +128% 2. $LWLG +246% 3. $AXTI +350% 4. $ALMU +8% Packaging and Assembly 1. $FN +50% 2. $AMKR +82% 3. $TSM +26% 4. $GFS +68% Lasers and Light Sources 1. $LITE +128% 2. $COHR +73% 3. $IPGP +66% 4. $LPTH +38% 5. $LASR +98% Optical Components and Transceivers 1. $AAOI +309% 2. $OPTX +207% Photonic Integrated Circuits 1. $MTSI +207% 2. $POET +110% 3. $AVGO +22% 4. $MRVL +84% 5. $CRDO +37% Test, Sensing, Broader Photonics 1. $CIEN +111% 2. $CSCO +17% 3. $MKSI +67% 4. $VIAV +163% 5. $AEHR +333% Photonics super cycle is just starting. Bookmark this post for research!
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$TSLA launching high volume production on the Tesla Semi
Tesla Semi
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Cai$Ke retweeted
🚨THE BOND MARKET IS FLASHING A MAJOR WARNING The 10-year Treasury yield just surged above 5.20% for the first time in 19 years. It is now up almost 30 basis points in just 2 days, marking one of the fastest bond selloffs in years. The last time yields were around these levels was in 2007, the same year US economy entered recession that eventually became the Global Financial Crisis. But this move isn't happening for no reason. September's flash PMI just hit a 5-year high, inflation pressures are rising again and markets are pricing in a more hawkish Fed. At the same time, oil remains near $100 and massive government borrowing continues to put pressure on the bond market. This is why 5.20% matters. The 10-year Treasury is the benchmark behind mortgage rates, corporate borrowing and valuations across financial markets. The higher it goes, the more pressure builds across the entire financial system. Something eventually has to absorb that pressure, either yields come back down or something starts breaking in the financial system.
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Congrats @BitMNR team $BMNR is in good company
🚨 UPDATE: Only four of the 20 largest crypto treasury companies trade above the value of their holdings, weakening the model they used to raise funds and buy more crypto, DWF Ventures reports. ct.com/news/crypto-treasury-…
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VOLmageddon, YENmageddon, YIELDmageddon - everyone deserves an Armageddon from time to time. 🔜 EQUITageddon.
Yesterday was a terrible day for global bond markets and today looks no better. The key is to look at where yields are rising more than the global average (black line). That's most obviously high-debt countries in Europe, led by France, Italy and the UK... robinjbrooks.substack.com/p/…
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Cai$Ke retweeted
JUST IN: Judge orders Mamdani administration to turn over any emails & texts with NYC’s Rent Guidelines Board within 5 days amid a lawsuit challenging the city’s rent freeze.
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Cai$Ke retweeted
Visa took 60 years to become the default card rail. One blockchain settled $30T in eight. The dollar's biggest growth market in 2026 is everywhere the dollar officially isn't.
$30 trillion settled on TRON.🔻 In eight years, TRON has grown to more than 405M accounts and 15B transactions. Moving Trillions. Empowering Billions. More details from @TheBlockCo 👇 theblock.co/sponsored/2026-0…
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I’m officially calling it… The confirmed decade bottom for Bitcoin is in, & we have now begun the 1,000+ day climb to highs. This cycle has played out the last 3 times, & now this time will make it the 4’th. Set your eyes on $170,000+ in 2028 for $BTC. You heard it here first…
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Cai$Ke retweeted
WE ARE GOING TO SEE THE FIRST $TSLA SEMI NUMBERS ON THE Q3 EARNINGS REPORT FOR THE VERY FIRST TIME. 👀
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Cai$Ke retweeted
The $TSLA ROADSTER 👀
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Cai$Ke retweeted
$META has now reached its early Aug 2025 price level..... since then, Nasdaq has risen 30.5%..... for META just to catch up with Nasdaq, it should be at 1016 BEFORE it releases Muse user stats (around mid Oct).....
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Cai$Ke retweeted
🚨 UPDATE: Bitget CEO Gracy Chen says North Korean hackers may be behind the exchange's $352M breach, citing IP addresses linked to VPNs used by a DPRK group. ct.com/news/bitget-ceo-suspe…
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Cai$Ke retweeted
Elon Musk: “Optimus will eliminate poverty and provide universal high income for all.”
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