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Now decoding global macro, equities, risk & market psychology.
Frameworks over forecasts
The market has a way of telling you what it wants to do next.
For some time a pack of stocks are doing just that:
$AMD - New all time high
$TWLO - New multi year high
$PLTR - New high of 2026
$TEM - New high of 2026
$PANW - Near all time highs
$INTC - New weekly high
Two weeks ago- Nobody wanted them
Now- Everyone is pumped.
I still think there is plenty of room to expand here.
Always pays to be ahead of others. Your job is to have plenty of cushion the time crowd shows up.