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Rotation, Rotation, Rotation ...

UNH EW Count

• That spike and reversal were awesome

there is a broadening wedge developing on SOXX - that is a bullish pattern but i doubt it reverses out until later in the year

Might see a bounce until Wednesday before the final drop into August 3rd

GOOG Analysis

GOOG is dropping despite record profits.

Q2 2026:
- Net income hit $112B, a US record
- Revenue up 24%
- Google Cloud up 82%
- Margins at 34%

But $98B of that is just unrealized gains on investments (e.g., Anthropic, SpaceX), not real cash. Free Cash Flow is negative 1st time in its history.

A time to buy?

Patience grasshopper. Cycles indicate a good opportunity to buy or add shares will present itself in a few months

BREAKING NEWS:

Robinhood Chain (@RobinhoodApp) kini semakin menjadi ekosistem utama bagi aset-aset: @ethena $ENA

Total aset: @ethena di Robinhood Chain kini telah melampaui $175 juta, naik dari sekitar $100 juta hanya dalam 7 hari terakhir.

Pertumbuhan ini menunjukkan adopsi yang terus meningkat dan menjadi sentimen positif bagi ekosistem $ENA.

Bullish longtem untuk $ENA @ethena

TSLA 18-Month Cycle Price Projection

TSLA just hit its 18-month cycle price projection, though we could see a bit more bottoming action.

Once again, the cycle nailed it, almost 20% in 3 days. Not too shabby, especially if you held puts. And cycles caught the last several price peaks/troughs turning points.

The magic of cycles keeps on giving.

$USDT.D 👌🏻

Bitcoin Expanded Flat Idea: Extra Look & Wave Count

I know, I know. I keep saying I am going to move on from this and look at alternative counts. But I saw this count and compared it to COVID and its just so similar.

Take a look at these latest counts and comparisons

If we hit the X target at around $88K and the move to the $34,500 Y target, look at the percentages in the second chart.

They are exact Fib ratios. I didn't plan that. I didn't see that ahead of time. I measured today and noticed that my targets appeared to have perfect Fib ratios

This sort of stuff has been happening a lot lately to me. I'm not claiming to have some superpower, but for whatever reason, something in the chart is actively bringing me to areas of interest visually, that later end up being an area of interest

I can't backtest it or turn it into a tradable strategy because its intuition. But that doesn't mean it can't be valuable

I am purposely going to avoid looking for similar things and let this all play out. If t

S&P 500 and VIX

Seeing that post Triple Witching action continue to play out which at the time doesn't seem likely. Still hard to get a full read on the market which loves changing on a dime but there's still something to note with the OBV that we never made a higher OBV even though price went up so much higher. I haven't seen that before with the markets and the lockout rally and massive retail surge was quite impressive in hindsight. With less liquidity and volume they were able to push the markets up substantially higher with narratives like AI, memory, etc.

VIX starting to flit with going back above 20

After a pretty slow few weeks as far as volatility and VIX we are starting to see a little more action pushing it up. It can chop back and forth for a while but you can kind of feel the enthusiasm of the market getting drained a bit. A big reason is seeing that high beta stocks (RUT) is down now after it had a nice day a few days back which gets everyone excited again.

SPXU hedge up, not

Momentum has turned negative. The S&P and Nasdaq downtrends are clear, lower highs and lower lows, and the Russell is fading right along with them. Time to start playing defense.

Last night's earnings didn't help. Alphabet beat on revenue with cloud growing 82%, then told everyone capex could reach $205 billion this year, and the stock got sold 4% anyway. Tesla put up record revenue and still missed, with costs up 47% and margins collapsing to 1.4% from 4%. Both reactions say the same thing. The market has stopped rewarding the spending. It wants proof it pays off.

Under the surface, the selling is concentrated in the biggest names while the average stock actually improved overnight. Energy is up almost 5% on the week, and utilities, materials, and real estate are pulling in money. Every group with more stocks breaking out than breaking down right now is defensive or rate-sensitive. That's where capital is hiding.

Oil is driving this. Brent is pushing toward $100 after the Houthis hit two

SOXX

BREAKING NEWS:

Whale Alert: @BlackRock Accumulates Another $163M in $BTC 💎

BlackRock has accumulated another 2,469.25 $BTC, worth approximately $163.1 million, through its IBIT Bitcoin ETF wallet.

The entire amount was transferred from @coinbase Prime to the BlackRock IBIT Bitcoin ETF wallet.

The accumulation was executed through multiple transactions:

• 8 transfers of 300 $BTC each
• 1 transfer of 69.25 $BTC

What’s interesting?

BlackRock continues to steadily increase its $BTC holdings through its Bitcoin ETF. As long as major institutions keep accumulating, it signals that demand for $BTC remains exceptionally strong.

Smart money is still buying $BTC. 💎