$NOW Daily: Those gaps are targets & resistance until they are not. Short term longs may be taking profits along the way. I am hoping to hold long term, but that can change…

$MRVL Daily: Seems like this one is a little forgotten. RSI/MFI/MACD were rising but the RSI/MFI @ 50 & MACD @ 0 could act as resistance. This is where I accumulated but really no tell unless it breaks above. Otherwise DCA @ lower prices. Earnings today.

$CRM Daily: While RSI/MFI/MACD showing positive divergence, the fibs line up with a couple gaps that may act as potential resistance &/or price targets for short term traders. I have longer term on my mind….

$AVGO Weekly chart. I started a position when it 1st hit the .38 fib. It overshot & bounced @ the 55EMA & rests @ the .38 again right on earnings day. A drop after earnings will likely take this through the LVN to the .50 fib. Earnings pop could take it back to the $320-$340 zone

$IGV, $BTC vs. $QQQ By the time the MAG7 finally fall, a cloaked bull market may have begun in beaten down SaaS, Fintech, Crypto, Etc. Watch & obey your charts & your accumulation plan.

$IGV, $BTC vs. $QQQ If you are looking for a bear market limited to specific names you may miss the bear market that is already happening. Cloaked bear markets have been ongoing in software, fintech, crypto, etc. If you are waiting for the MAG7 to fall you may miss bigger opps.

During the accumulation phase I have been building or adding to $COIN, $ETH, $ORCL, $NFLX, $PANW, $NOW, $PLTR, $IREN & others. I expect to be wrong for a while. Theres a difference between catching falling knives & dropping falling knives. One you want to become an expert at.

$QQQ I manage my holdings for tax efficiency while rebalancing from late cycle to early cycle stocks. During the early cycle or accumulation stage, I expect to be wrong for some time. But over time the trajectory captures outsized gains. I’ve been accumulating since 10/2025

$BTCUSD Daily showing rangebound activity for a while. A break >$70k we rip, <$60k we drip. RSI broke out, MFI rangebound, MACD turned up. The bulls & bears are just growling at each other.

$COIN Coming off of RSI/MFI positive divergence, heading into downtrend resistance. It has some work to do to prove that a longer term reversal is in place, but looking back further the ~$140 zone has been support for a long time.

$IGV Sass on SaaS: I keep seeing bearish posts about software companies being uninvestable. These comments are irresponsible as they imply that companies like.$MSFT $ORCL etc. have done nothing to remain relevant. Be careful what you choose to believe.

Credit where it's due: Accenture booked $5.9 billion in AI projects last year. Nearly double the year before. This joke only works if Accenture is a code shop (It's not). Accenture pulls in $70 billion a year. Half of that ($34.6B) is managed services, where they run entire

$IGV The Sass on SaaS. Just my grey matter thoughts: a framing carpenter can drive 6 nails a minute with a framing hammer; & he can drive 6 nails a second w a pneumatic hammer. Did these guys go out of biz? No, as a matter of fact construction boomed. AI is just a pneumatic tool.

When Rothschild said "Buy when there's blood in the streets" he didn't mean "buy every single -2% dip" When Buffett said "Buy & hold" he didn't mean "baghold unprofitable shitcos" When Druckenmiller said "Diversification is overrated" he didn't mean "full-port a meme stock"

https://t.co/VmgiePDUhb

$QQQ $SPX It is essential to be politically agnostic when investing. If you wake up on edge due to a political headline it will impair your vision for your portfolio. Every administration has its good & bad for different parts of the market. Follow your cHearts!

$NFLX Like I posted yesterday, if you bought the .50 fib, you’re doing way better than me. I bought the .38 fib. But I am in for LTGs, so I anticipate that a year from now or more I will be thrilled.

$QQQ $SPX Signs of a market bottom: extreme negative media & analysis, X follower blame game & then silence (all the real traders stay engaged on their platforms), everyone who bragged about their 500% gains disappears & returns to their 9-5 jobs, stocks bounce on bad news, etc.

$QQQ $SPX Signs of a market top (we are in a stealth bear mkt): Stocks erase post earnings pop, analysts mostly raising the bar, most media is positive, stocks with no foreseeable revenue up billions in valuation, bad news ignored & many screenshots of accounts with massive gains

Since the beginning of 10/25 I mentioned multiple times that we’ve been experiencing a stealth bear market: Fintech, crypto, SaaS, etc. while a dozen stocks have been propping up the $QQQ $SPX $INDU. This was a time to accumulate & be patient. The next bull run will be a ripper.