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$MP and the bet on Magnets
If you look up charts of demand for magnets you'll notice one thing, even the most conservative projects or estimates show an incredible demand for them with a massive shortage in supply. It's hard to find another material that has this kind of demand especially if you are bullish on the future with electric and hybrid vehicles, wind energy, and humanoid robots.

Currently the biggest market and demand is from electric vehicles through 2030 but if you expand the time horizon another decade to 2030 to 2040 you are looking at a market even larger with humanoid robots.

Elon Musk is wild with his estimates but the amount of humanoids he expects that we'll see by 2040 (10 billion robots) would 186x time the global supply of magnet production and make $MP 20x (would be nice but Elon is quite aggressive on the claims).

Bullish outlooks expect magnet demand to grow 84% by 2035 in just it's base case. 147% if humanoids become a thing.

The new 10X magnet plant targets 10,00

Oil Up, Broader Market Held OK

Change of character? Not really.

Aside from obvious energy, sectors with positive breadth were Consumer Staples, Financials, Utilities, and Real Estate.

Despite oil up and $NDX (techs/semis) down, $SPX was about break-even, because laggard sectors with many oversold stocks had just an oversold bounce. These sectors will not lead the next bull move, IMO.

$SMR cash covers a large share of the market cap, there's no debt, and one signed contract could re-rate the stock. You'd be buying a core nuclear and AI-power theme at a fraction of its highs. Sentiment looks washed out, which is often where entries are made.

Adding to JNUG long but with a more conservative TP

All those who are in the PR trade with me should be keeping a close eye on GEX this week

BIDY Cycle Analysis

Gold vs Bitcoin Bear Market Fractal

This was something I shared earlier on Slice when it first started, but on Silver, saying it matched BTC's parabolic advance, and I wondered it would unfold similarly.

It did.

Gold actually does this pattern. I have 100% seen this before. Just a long time ago and when you zoom out looks different than this on the chart

This is why I like to say, a pattern is a pattern is a pattern

I am in the process of trying to figure out why the market spits out this type of wave and not another type

And THAT is why I moved into music theory. Because nothing exists that describes the different variables such as momentum, in Ellliott Wave.. But music has similar things, along with scale, rhythm, structure, etc.

The only difference on Gold, is that it usually does a lower low on the COVID low. I tin it does a deep spike towards $3,0000 that's bought up huge and fast

Ethereum (ETH) Time Cycles

· ETH may bounce more this week.

· Then it should have a downside bias toward the end of October or even the second part of November.

· That price low should be good for a 1–2-year long position.

Ethereum Cycle Projections

· ETH EW count remains as before.

· It satisfied downside targets and found support at the 59td and 81td FLD, so it could bounce.

· However, a drop this week below these FLDs may generate downside targets toward 2100-220 area.

OPEX is next Friday - OPEX week often tends to amplify the prevailing trend rather than reverse it. Here are some statistics for October OPEX weeks:

· Over a subset of 14 years (for which I had data) in the last 25 years, it averaged about +0.54%, ranking as the fifth-best OPEX week of the 12 months.

· The table below shows the results for the last 5 years.

UPDATE: altcoin gems target 20-50% 💎

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$SYRUP

Secara fundamental @maplefinance sangat bagus bahkan masuk Top DeFi yang berintegritas dengan @RobinhoodApp

Contoh lainya : $UNI, $ENA & $MORPHO

jadi secara fundamental: $SYRUP bagus.

Secara chart ?

sebelumnya @maplefinance masuk ke mode downtren karena sepanjang 2025 ke 2026 masuk bearish atau bear market.

Tapi saat ini ?

$SYRUP terlihat kuat dan berhasil breakout bearish downtren. Biasanya setelah 4x di tolak yang ke 5 di terima.

Mirip kalau kalian ngejar cewek hehehe

$SYRUP sangat bagus dan baik jadi nanti saya berencana memasukkan dia di portofolio sub.

Best entry: 0.20-0.19

Nanti kita coba swing atau spot midtem. Dan mungkin $SYRUP bisa jadi bahan pertimbangan juga 👌🏻

This week's newsletter is out...

- Bobby -