Don't Let Recent Losses Vote on the Next Trade Trading is hard — the last few days reminded us of that. Nothing was really working, and it stings a bit. That part never fully goes away. But with time, you learn not to take those losses personally or carry them into the next decision. Here's the thing: when the longer-term uptrend is confirmed, the market doesn't wait for your P&L to feel better before offering the next setup. Support reclaims, oversold flushes, leaders backtesting the 21dma — they show up when they show up. Yes, protect capital. But protecting capital and executing your edge aren't opposites. Last week doesn't get a vote on the trade in front of you. Read the structure, trust the framework, and execute.

$ORCL shares dropped about 6% after hours as Oracle's capec hit $15.9B, way above expectations. They're building massive AI data centers for OpenAI and others. Plans to raise another $40B in equity and debt by 2027. Revenue still strong though—cloud infrastructure grew 93% to $

CPO & 800V DC selloff — delayed, not dead 🙃 A SemiAnalysis report flagged timeline slips for two big AI trades. ➡️ Nvidia's native 800V DC pushed to 2028 ➡️ CPO mass production maybe slipping to 2028-2029 Both trades already ran high on hype. A credible report and

⚡Right now: big unrest in Belfast, Northern Ireland. Looks like protests are spreading across the UK — people are also taking to the streets in England, Scotland, and Wales.

$ASTS - Someone told me we'd hit the 50-day moving average a week before batch launches start and 3 days before the SpaceX IPO, I'd have called them nuts. Well, look at us now!!

US home sellers are retreating from the market: Delistings as a proportion of all US home listings rose to 5.8% in April, the highest since March 2020. Excluding the 2020 pandemic, delistings have never been this high. The absolute number of delistings rose +3.8% MoM, marking the 2nd consecutive monthly increase. Atlanta led among the 50 most populous US metros, with 10.7% of April listings taken off the market, followed by San Jose at 9.3%, and Los Angeles and Dallas both at 7.8%. This comes as inventory is rising faster than demand, with buyers gaining negotiating power and many sellers refusing to accept lower offers. The housing market stalemate is intensifying.