Crypto Granth

No One Tell You This S&P 500 has been positive in every single November-to-June period after midterms since 1942. 21 out of 21. Average gain: +16.6%. US midterms are on November 3. History says the six months after tend to be constructive for stocks. Rest. #DYOR Follow @NeelMacro

BTC $65k to $75k in just 3 days as I told.. You know why? - Structural Breakout, One green candle bring two, three and more - Bullish MACD, strong STOCH RSI momentum, RSI divergence play out - Bounce from Weekly MA 200 ie $64,000 - US index hit ATH last week - ISM 4 year high - Core inflation 5 year lows..

$ETH I TOLD YOU THAT 40% CANDLE LOADING . SO FAR ETH 36% UP IN AUG AND TRADING ABOVE $2500.

$NVDA at a new all-time high. Trust me , my entire analysis and trades are based only on this chart. That the key level was $NVDA support at $164. This same chart helped us take strong positions in $MU at $322 (now $800) and $SNDK at $600 (now $1,600 today). Lesson: Hormuz, media headlines, and Trump tweets are all just noise. What actually matters: $NVDA support + earnings + short squeeze.

🚨Gave WARNING on Jan 26, GOLD and SILVER made top on Jan 29. Today Gold and silver are trading at 6 months low Gold peaked at $5,599 in January. Today it break below $4,000. Down 28% in 146 days. An estimated $11 trillion wiped from gold's total market value since the peak. Silver peaked at $121. Now sitting at $58. Down 52% from peak. An estimated $3.40 trillion gone in the same period. Two safe haven assets. Both at yearly lows. Both crashing while a war is actively happening. This is the trade nobody expected. War is supposed to send gold higher. That is the century old playbook. But the Iran conflict broke that relationship completely. Every US strike near the Strait of Hormuz pushes oil higher. Higher oil means higher inflation. Higher inflation means the Fed raises rates not cuts them. Higher rates kill gold. Markets are now pricing a 70% chance of a Fed rate hike in 2026. The Iran war did not send gold to $6,000 like every analyst predicted. It sent it below $4,000 instead. JP Morgan and Goldman Sachs both still have year end targets above $5,400. But we need to understand how these market maker play with asset class. Where is Support: Gold Strong support near $3900 SILVER strong support near $45-$54 Rest. #DYOR Follow @NeelMacro to connect the dots before the headlines do.

How a $45 billion AI fund got taken apart in one morning. 1/11 Leopold Aschenbrenner’s Situational Awareness fund just suffered one of the fastest blowups in recent hedge fund history. From $45 billion in assets and +439% gains this year… to a forced liquidation of its entire public portfolio in a matter of weeks. Here’s the timeline.

50,000 Samsung Electronic workers are about to go on strike. May 21. Samsung's Pyeongtaek plant handles nearly half of global DRAM and HBM chip production. An 18 day strike disrupts that supply directly. Talks collapsed at 3 AM Wednesday after two days of marathon negotiations. No deal reached. Here is what the workers actually want. Samsung caps bonuses at 50% of annual salary. Rival SK Hynix abolished their cap entirely last year. SK Hynix workers got bonuses three times higher than Samsung workers. Same industry. Same chip boom. Completely different paychecks. Samsung just became only the second Asian company after TSMC to cross $1 trillion market cap. Record profits last quarter. Profits up eightfold year over year. The company is making more money than ever. The workers want their share. If 50,000 workers walk out on May 21 the consequences are immediate. AI chip shipments delayed. Chip prices pushed higher globally. Nvidia feels it. Every data centre building AI infrastructure feels it. Samsung's Pyeongtaek plant handles nearly half of global DRAM and HBM chip production. An 18 day strike disrupts that supply directly. SK Hynix already controls 33% of the global DRAM market. Already beats Samsung on high bandwidth memory for Nvidia. They are better positioned. Better motivated. And about to get Samsung's customers if shipments are delayed. $Micron is the third player. Their quarterly revenue already surged 53% last quarter. A Samsung supply shock pushes chip prices higher globally. Higher prices mean higher margins for whoever is still shipping. Samsung's board chairman warned it could hurt investors and damage South Korea's entire economy. The workers said they are willing to talk. But only if Samsung brings a proper proposal. Eight days left.

High Volatility in Stock after Earning report $GOOGL : New ALL Time High - EPS: $5.11, est: $2.63 - Revenue: $109 billion, est: $107 billion $MSFT : Erased Post Earning 5% gain - EPS: $4.27, est: $4.06 - Revenue: $82 billion, est: $81 billion $META dropped -7% - EPS: $10.4, est: $6.82 - Revenue: $56 billion, est: $55 billion $AMZN Recover after dropped -7% - EPS: $2.78, est: $1.64 - Revenue: $181 billion, est: $177 billion

US Govt just made $20 Billion profit in 8 months by investing in $Intel. Bought at $20.47 in August 2025. Today hit $67.33. A 26 year high. On an $8.9 billion investment that is a $20 billion paper profit. But is this a genuine move or a political pump. Honest answer. Both. The entire chip sector went parabolic. HBM memory, NAND flash, Server CPUs, every company touching AI infrastructure got repriced aggressively. Samsung , SK Hyniks, $MU, $SNDK, $TSMC all of them moved hard. $INTC moved with the sector. Not ahead of it. That actually supports the bull case more than the bear case. When everything in a sector moves together it is usually a real cycle not a single stock pump. The underlying demand is genuine. AI infrastructure spending is real. The bear case : Trading at 128 times forward earnings with negative free cash flow and a $2.5 billion foundry loss is hard to justify on fundamentals alone. The $8.9 billion was not new money. It was CHIPS Act grants that were already committed to Intel. Taxpayer money that was going there anyway. Just converted from grants to equity. But the sector context matters. If SanDisk can go 33x on real NAND demand and Micron 7x on real HBM demand then Intel at 250% inside the same sector cycle is not obviously wrong. The honest verdict now with full context. The sector move is real. Intel is participating in it. The government stake at $20.47 was well timed whether by design or luck. The valuation is stretched but so is every chip stock right now. Lucky timing or smart positioning. You decide. One more thing. We and many in this community flagged Intel when Trump announced the partnership in August 2025. The stock has already surged 50% this month alone. Do not FOMO now. If you missed the move the next entry for fresh buyers is closer to the $26 to $35 range that most experts see as fair value. Patience beats chasing. Follow @NeelMacro if like the honest review. Rest. #DYOR

$BTC Bitcoin is heading towards $78,000 – $80,000 as expected. Bitcoin needs to break the $80,000 level convincingly to change the mood of the entire crypto market. $ETH Ethereum delivered a bullish breakout today. If it holds by the end of the week, we could see a quick new rally towards $2,800 – $3,200. I know max Cts are expecting rejection and new lows🤣

What actually happened today: - All media kept saying “no talks, no ceasefire” - JD Vance canceled his trip to Pakistan - Iran said it won’t attend Wednesday’s talks Nasdaq dropped 0.63%. S&P 500 dropped 0.59%. Then, right after the US session closed, Trump dropped his post. This is the classic Trump game. Create uncertainty during market hours → retail sells off → then drop the counter-narrative or positive update after close when retail can’t react. They only play with retail traders’ emotions. The pattern is now extremely obvious.

$BTC jumped $2,700 (~3.8%) and $ETH jumped nearly 4% since Trump extended the ceasefire. $136 million in shorts were liquidated in the last 4 hours. How many traders closed their positions when the media published the news that JD is not going to Pakistan and there would be no ceasefire? That’s classic manipulation.