Wouldn't it be funny if the war rages on and things get alot worse, oil keeps going up and yet the market keeps rallying? $QQQ

Software stocks are so bad they are having a reverse FTD when the $QQQ are having a FTD rally. Ouch.. $IGV

The amount of strength out of $twlo is... curious...

04/10/26 Portfolio Update (6.5% YTD vs SPY/IWV 0.0%) Call Spread - 9.5% XLF (Calls) - 1.8% $NBIS (Calls) - 1.3% TDW (Calls) - 0.9% $CRWV (Calls) - 0.7% TIGR (Calls) - 0.6% FXY (Calls) - 0.5% ZM (Calls) - 0.5% STNE (Calls) - 0.4% PAGS (Calls) - 0.4% U (Calls) - 0.4% CPNG (Calls)

Looks like the war situation is getting worse and we are rallying. Love that call.

Above average green cycle - a near double of the normal. Normal cycle lasts about 12-13 days and goes 3.6%. The most bullish thing about this cycle is we have yet to see any distribution while we have seen nearly 4 FTD's. Very bullish

One of the more bullish indicators we are seeing here is the pickup in STAGE 1 stocks. Whenever you see a pickup in STAGE 1 that implies the beginning of a new bull market cycle. Stage 2 is back to a normal bull market reading of 40+ $spy

My favorite BTFD indicator worked again in spectacular fashion. The TDbuy indicator. Look at the spike above 1000 (the typical buy threshold) and the ensuing bounce in stocks. In blue in the Drawdown, Red is the TDbuy. $QQQ

04/18/26 Portfolio Update (19.8% YTD vs SPY/IWV 4.5%) Call Spread - 11.8% $XLF (Calls) - 2.3% $NBIS (Calls) - 1.3% TIGR (Calls) - 1.0% $ZM (Calls) - 0.9% CRWV (Calls) - 0.7% U (Calls) - 0.6% FXY (Calls) - 0.5% PAGS (Calls) - 0.5% CPNG (Calls) - 0.5% GME (Calls) - 0.4% PEGA

Bro this Chamath clip 😂😂 Watch the whole thing, trust me

Nice to see $TWLO going for 52w high, one of the first software stocks to do so.

Achieved the illusive 2+ sharpe ratio on the yoy chart. Looking forward to the rest of the year. $spy port up 21% ytd

Nice to see $TWLO up 18% AH. Top performing software name right now

$TSLA forming one of my favorite setups. Pinch on quarterly/yearly bounce off both.

05/01/26 Portfolio Update (23.6% YTD vs $SPY/IWV 5.5%) Call Spread - 12.3% $XLF (Calls) - 2.0% $ZM (Calls) - 1.8% $NBIS (Calls) - 1.2% $QCOM (Calls) - 1.1% $CRWV (Calls) - 0.7% U (Calls) - 0.6% $CRCL (Calls) - 0.5% GME (Calls) - 0.4% FISV (Calls) - 0.4% TIGR (Calls) - 0.4% CPNG

Big fan of the action in $BLDP this was my hydrogen play along with $BE I always thought if the theme caught real fire this name could give it a go. Seems to be starting to get hot now

And $STUB is still the worst stock i have in the port... rip