Chills man... hero

profutures is about to enter the blackout period don't be alarmed if you are not hearing much from me

Interest rate sensitive names ticking up.. nothing dramatic Noting as a data point with all others

Covered 1/3 $CL at 89.33... really don't want to - but have to take something off up 400+ ticks

The new "Don't fight the Fed" #OOTT

Bonds are doing price discovery at its finest... they will find the price (non-fast money) buyers are willing to pay It's a thing of beauty to watch

Selling 2nd tranche om the 10 year this morning at 104'11 I'm willing to go roughly 10 tranches deep if we are around here or lower Slow and steady... eat Theta... build

Fixed it for you...

I believe we have found an intermediate term bottom in equities Sentiment washed out... traders just sitting around doing nothing

Not Even Close To Covering

Love NQ after spike+consolidation

I'm a fkn genius ;-) -> yes, hold if you followed me... we go much, much lower Hold the NQ as well... neither entry looked good!

My conversation with Noah Shinn (@noahrshinn), founder of Instinct. Noah is building a personal AI assistant. It's still invite only, has spent nothing on marketing, and is growing roughly 10% A DAY. This is his first long conversation about the company. We discuss: - Why Instinct doesn't have an app - Buying compute months ahead of exponential demand - How users learn to trust it with a credit card - Safety and security - Agents coordinating with other people's agents - Instinct's business model - Apps built on consumer inertia - and more Enjoy! Timestamps: 0:00 Intro 4:11 What people are using AI agents for 15:07 Rethinking travel, reservations, and the internet 22:43 Trust, privacy, and personal data 27:50 The business model behind Instinct 38:04 How existing businesses will adapt 47:55 Designing a personal assistant people love 53:15 Growth, compute, and competing with Big Tech 1:11:44 What’s next for Instinct and personal AI

Bought NQ 30615

Selling oil 93.43... overnight

A SpaceX propulsion engineer brought his elderly father to watch a Falcon 9 launch at Cape Canaveral. His father had been a mechanic his entire life. He had never been to a rocket launch. He didn't understand orbital mechanics or payload deployment. He understood engines. The engineer had worked on the Merlin engine for 4 years. The Merlin powers the Falcon 9. Every component his team designed was about to fire for 162 seconds and either deliver a satellite to orbit or explode. The father stood in the viewing area and watched the countdown. When the engines ignited and the rocket lifted off the pad, the sound hit them 6 seconds later. The ground shook. The father grabbed his son's arm. Not from fear. From recognition. He knew engines. He had spent 45 years listening to them. This engine was different from anything he had heard in his life. The father didn't speak for the entire ascent. When the first stage separated and the booster began its descent back to the landing pad, the father started crying. The mechanic who had spent 45 years under cars and trucks watched a rocket engine fire in reverse to land itself upright on a pad from the edge of space. He turned to his son and said "you built that?" The engineer said it was the single greatest moment of his career. Not the launch. Not the landing. The question. His father, a man who understood engines better than anyone he knew, looking at the most advanced engine ever built and asking his son if he built it. Elon's vision of Mars is abstract to most people. But the moment a mechanic's son brought his father to watch the engine he built change the world is the moment the mission becomes human. It's not about Mars. It's about a father who finally understood what his son had been doing all those years.

Coming to the US as well... C-UAS will not stop at govt

The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment. But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable. Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything? And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on. But what if the old models don’t apply to the current paradigm and the Fed is wrong? I think the Fed might have just made a mistake. Am I right or am I wrong?

Since 1934, buying the S&P 500 at the end of September in a midterm year and holding into the next summer has gone 23 for 23. That's a 100% win rate across 23 midterm years, with a median return of 18.9%. The broader 11-month cycle window, which opens September 30, has an 85% win rate back to 1914, with the 1930 to 1931 loss a reminder there are no guarantees. This week's TradingEdge Weekly video covers the election cycle window, a smart money signal turning positive, a semiconductor reversal, and an NYSE risk-off model that just triggered. The full SentimenTrader market view: piped.video/tlzTizZaj2Q