On one hand they say AI is an overbuilt bubble with no use
cases, then on the other they say AI will wipe out any incumbent
software or service. The last couple of days we've watched
SPGI (financial reporting), MRSH (insurance), SCHW (finance), and
of course the months of software beatings (NOW) due to AI fears.
Simply crazy moves
I get why there is a run to safety, but I don't see how the move
into XLP is sustainable. It's not like the earnings growth,
which fuels returns, has magically increased for the staples.
They have low to mid-single digit growth! Growth stocks
will eventually be back.
IREN is like CRWV, but with its own gigawatts. Gigawatts
are the new gold rush. Even crappy AES is getting bought for
their GW. Imagine with IREN will be worth as it signs deals,
is it worth more or less than CRWV that has minimal GW locked
in?
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Breadth Thrust Indicator
Posted by jared95 on 27th of Apr 2026 at 02:55 pm
Matt, I haven't seen you post this indicator in a while. Any chance the recent move off the lows triggered this?
That weekly chart reminds me
10 year continues to look potentially bullish
Posted by jared95 on 27th of Apr 2026 at 02:54 pm
That weekly chart reminds me of the PDBC chart with the long consolidation.
Daily KISS went long yesterday
AAPL--- getting interesting
Posted by jared95 on 25th of Mar 2026 at 03:34 pm
Daily KISS went long yesterday
That monthly chart looks bullish.
10 Year is the issue
Posted by jared95 on 20th of Mar 2026 at 01:55 pm
That monthly chart looks bullish. MACD has recycled back to zero. Looks like supply around 5.2-5.4%.
Thank you KISS system! Got
Posted by jared95 on 9th of Mar 2026 at 10:25 am
Thank you KISS system! Got me out of the majority of my ETF longs the other day.
CANE perky today
Posted by jared95 on 6th of Mar 2026 at 02:22 pm
CANE perky today
NFLX - would that be
Posted by jared95 on 27th of Feb 2026 at 11:09 am
NFLX - would that be considered a breakaway gap?
TLT KISS went long yesterday
10 Year big drop, US Dollar pretty flat, Bitcoin trying to hold higher low
Posted by jared95 on 13th of Feb 2026 at 09:43 am
TLT KISS went long yesterday
On one hand they say
SCHW - big drop
Posted by jared95 on 10th of Feb 2026 at 03:37 pm
On one hand they say AI is an overbuilt bubble with no use cases, then on the other they say AI will wipe out any incumbent software or service. The last couple of days we've watched SPGI (financial reporting), MRSH (insurance), SCHW (finance), and of course the months of software beatings (NOW) due to AI fears. Simply crazy moves
XLP
Posted by jared95 on 5th of Feb 2026 at 10:02 pm
I get why there is a run to safety, but I don't see how the move into XLP is sustainable. It's not like the earnings growth, which fuels returns, has magically increased for the staples. They have low to mid-single digit growth! Growth stocks will eventually be back.
VRT
Posted by jared95 on 4th of Feb 2026 at 01:24 pm
Double top or back test?
https://schrts.co/UyIgAXvK
I don't hear anyone talking
10-Year Yield
Posted by jared95 on 17th of Jan 2026 at 03:50 pm
I don't hear anyone talking about this besides on here. Could catch a lot of people off guard as the narrative is rates are going lower.
MSCI weekly coil - Matt
Posted by jared95 on 7th of Jan 2026 at 01:47 pm
MSCI weekly coil - Matt likes coils, well, here's a 4-year one worth watching!
https://schrts.co/BuFvrwUe
CRM daily looks to be
Posted by jared95 on 7th of Jan 2026 at 01:44 pm
CRM daily looks to be clearing a base.
https://schrts.co/bAyiyaVd
Weekly 10-year coil, with possible
Posted by jared95 on 31st of Dec 2025 at 09:16 am
Weekly 10-year coil, with possible 5 waves within it.
Interesting that the 60 STO
SPX Fib set From April Low
Posted by jared95 on 23rd of Nov 2025 at 09:12 am
Interesting that the 60 STO has dropped below 50 for the first time since April. Perhaps a longer correction that takes us to the 38% fib?
Nice summary!
FWIW here's an AI generated miner update. These have all ...
Posted by jared95 on 7th of Oct 2025 at 09:11 am
Nice summary!
IREN is like CRWV, but
BITF—moving some. Decent Vol.I’m focused on more Canadian equities in ...
Posted by jared95 on 7th of Oct 2025 at 09:09 am
IREN is like CRWV, but with its own gigawatts. Gigawatts are the new gold rush. Even crappy AES is getting bought for their GW. Imagine with IREN will be worth as it signs deals, is it worth more or less than CRWV that has minimal GW locked in?
They are a variable monthly
HP BITO is said to be taken offline for rework, ...
Posted by jared95 on 6th of Aug 2025 at 04:40 pm
They are a variable monthly payer. The Aug distribution was nuts!
https://seekingalpha.com/news/4477350-bitcoin-strategy-etf-declares-monthly-distribution-of-12080
I've held my small BITO
HP BITO is said to be taken offline for rework, ...
Posted by jared95 on 6th of Aug 2025 at 02:27 pm
I've held my small BITO position since the monthly distributions have been crazy good