Fluxus
@Fluxus_Z
Followers
279
Following
5K
Media
38
Statuses
788
Full time thematic swing trader. Long/short every tick. Apprentice of mathematics and friend of volatility. Live streaming@discord. 纪律专注耐心果敢 NFA.
Joined November 2009
Days like this teach you either stay in cash or be in the strongest leaders. Some lessons have to repeat many times.
0
0
1
Starting today I will be doing pre-market live everyday at 8:45AM EST. Set a reminder everyone!
0
0
0
Great work! Crisis and opportunities are two sides of the same coin in these transformational times. Just like fishermen, we don’t know when the next storm will come, but we fix the nets when not at sea.
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened? https://t.co/JzzwCrbJgS
0
0
0
Scottie, it is bearish or bullish?! Hold my hands 🤣
0
0
0
Tactical Assessment: When Structure Fragments Market down 1%. Indexes still look fine. But that's not the story. Since October, the damage hasn't come from the index. It's come from what's happening underneath—fast rotation, leadership changing every week, and setups that look
0
0
3
HBM DRAM > DRAM > NAND from a long term undersupply (longest to shortest) and China risk (lowest to highest) perspective. The equities have traded exactly the opposite way this year. Good post by @itsDanielWu
42
59
835
JAN ‘26 TOP OPPS A much slower and more difficult month with main focus of course on the metals. Big money to be made but it certainly was not easy. As always these monthly opps are dissected in detail as part of my course. 1/7 $SNDK / $MU / $WDC 1/8 $RGC 1/14 $SLV ah 1/26
8
22
226
Hello recessionists? can't hear your voices!
BREAKING: The US economy added 130,000 jobs in January, crushing expectations of 55,000. The unemployment rate FELL to 4.3%, below expectations of 4.4%. This was a much stronger than expected jobs report, all around the board. The Fed pause will continue.
0
0
0
In trading, successful traders make their money by sizing up when the bet reflects a better expected value. I am already using Claude Max + Gemini Pro for trading, work and creative strategies. That’s the leverage to use when it shows you better EV. Errors can happen but look
1
0
0
A very insightful and thorough reading on Optics. $LITE, $CIEN, $KEYS, $VIAV, $NVDA , $AVGO, $FORM, $TSEM
0
0
1
$AMZN gaps down 10% on $200B capex. $LITE hits new ATH +8% and continues on Monday. Same news. Opposite reactions. Wall Street doesn't care about AI spend in theory. They care about WHO RECEIVES that $200B. Hyperscalers: Margin compression fear Infrastructure: Direct revenue
0
0
0
With this call for a Fed–Treasury accord from Warsh, you get: ✓ Predictable issuance ✓ Less repo stress ✓ Yield curve control = capped long-end Translation for markets: → Lower term premium → Easier financial conditions → Real rates compressed Assets that win: Gold
Ray Dalio: “Debt problem is followed by devaluation of the currency.” Looks like this is exactly how the US will handle its debt problem. Kevin Warsh’s Fed will peg short-term rates to artificially low levels, and buy treasuries to keep them down, inflating the debt away. We
0
0
0
Smart take 100%
Warsh is unlikely to facilitate material quantitative tightening, but to the unlikely extent that he and the rest of the Fed board indeed try that route, it would be offset by additional liquidity from regulatory-loosening commercial bank unlocks.
0
0
0
Tech has been weak lately, but looking at what happened after the Netscape IPO, this is perfectly normal for year 3. History repeating?
24
67
484
