
Technical Analyst at @ValueTrend | Founder: https://xitter.cf/t.co/wGDhCjoSPE | Contributor: @5iresearchdotca @capitalideasr @Schnellinvestor | Do your own due diligence.
Joined April 2015
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SetYourStop, CMT🇨🇦 retweeted
This is not a random memecoin.
This is Google, a $4 Trillion stock, which crashed -8% after weaker than expected earnings.
SetYourStop, CMT🇨🇦 retweeted
Uranium miners are under pressure. Uranium fundamentals tell a different story.
Despite the recent selloff in mining equities, spot uranium prices remain firm and long-term contract prices are at record levels. We examine the forces behind this disconnect and why nuclear growth, tightening inventories and constrained mine supply continue to underpin the long-term outlook.
Read more from Sprott's Paul Wong: sprott.com/insights/uranium-…
SetYourStop, CMT🇨🇦 retweeted
“ $FCX” - @SetYourStop
“Several #GLOBAL #EQUITY benchmarks are rebounding from their year-long averages. #JAPAN #NIKKEI” @TechCharts
SetYourStop, CMT🇨🇦 retweeted
FED PAUSE TODAY. TWO MORE HIKES AHEAD?
UBS expects two additional Fed rate hikes by mid-2027, yet sees the S&P 500 reaching 8,400 by June.
For today’s decision, Kalshi traders price a 95% chance of unchanged rates, versus just 6% for a hike.
Wall Street sees more tightening ahead, but not today.
SetYourStop, CMT🇨🇦 retweeted
I'm joining The Morning Show shortly to chat about the oil market and oil & gas stocks:
xitter.cf/i/broadcasts/1lJQRWMLg…
SetYourStop, CMT🇨🇦 retweeted
Is this shaping up to be one of the biggest prediction market whiffs of all time?
SetYourStop, CMT🇨🇦 retweeted
Couche-Tard proposes up to $8 billion offer for Cumberland Farms, The Times reports - reuters.com/legal/transactio…
SetYourStop, CMT🇨🇦 retweeted
DeepSeek is 90% cheaper than frontier lab models.
They have access to China memory.
Their models are impressive.
And, Anthropic is scaring engineers away from building on their stack.
It’s so easy to swap out these LLMs in your harness too.
Probably a good idea to do secondary sales before you are in a lock-up.
The Number One Question
The number one question for engineers today is ‘Can I build off of Anthropic, or will they eat me?’
The number one question for Anthropic is does their future come from:
(i) becoming the essential delivery tool for the app layer,
or (ii) eating the app layer P&L?
regardless, the demand for compute goes up.
If you are an entrepreneur, there is less competition inside the regulated perimeter.
That’s where Harvey (Legal), Rogo (Finance), Basis (CPAs), and Lumida (Wealth) are playing.
SetYourStop, CMT🇨🇦 retweeted
This is getting ridiculous.
We posted this report last week.
Since then, Transocean has announced over $500,000,000 in new drilling contracts.
$RIG has now risen 17% since our post.
It's been just 10 days.
BREAKING: We just caught another interesting trade.
Representative Lisa McClain just filed a purchase of stock in a company called Transocean, $RIG
It's a Swiss offshore drilling company.
This is the first time we've seen a member of Congress trade the stock in over 5 years.
SetYourStop, CMT🇨🇦 retweeted
👇
QatarEnergy signing long term contracts to purchase U.S. LNG may be what “Gulf states fend for themselves” looks like in practice.
If the U.S. is going from guaranteeing energy security to selling it, then Qatar paying for U.S. goodwill with LNG deals now instead of hosting U.S. bases makes sense.
The Qataris have traditionally been clear eyed about their situation and made decent deals. From before the British in Ottoman times to 1915 when the British expressly forbid Ibn Saud from attacking Qatar, Kuwait, and the Sheikdoms that would become the UAE.
When Qatar became a separate country in 1971, Sheik Al Thani became Emir Al Thani and two days later the U.S. recognized the new nation.
In the 1990s, Qatar discovered offshore natural gas deposits and transitioned from a poor peninsula of pearl divers to having the highest wealth per capita in the world in one generation and hosting F1 races.
Similar to the House of Saud gaining U.S. support by recycling oil profits into U.S. treasuries, and Bahrain through hosting U.S. naval forces after taking over when the British withdrew east of Suez, Qatar built the largest air base in the Middle East, Al Udeid following the first Gulf War at over $1 billion and invited the U.S.
Qatar security became synonymous with U.S. national security interest. Now the Qataris are shifting strategies by buying U.S. LNG after Ras Laffan took missile hits.
The contract to buy U.S. LNG is for about 5% of Qatar capacity, and they already own 70% of Golden Pass LNG in Texas, so they are diversifying their long term supply outside chokepoints.
Would Qatar bother if they thought the world was going back to the way things were?
They are buying long term LNG contracts that don't start until the next U.S. administration and run through 2054.
Is Qatar being clear eyed about a shift in U.S. policy and aligning themselves with the U.S.'s new policy of selling energy instead of guaranteeing security?
qatarenergy.qa/en/MediaCente…
SetYourStop, CMT🇨🇦 retweeted
I am a guest co-host on BNN Bloomberg -
The Street @ 8:00 AM ET - Friday October 23.
Tune in and find out what is going on in the markets.
SetYourStop, CMT🇨🇦 retweeted
U.S. S&P GLOBAL OCTOBER FLASH COMPOSITE PMI AT 57.6 (VS 58.4 IN SEPTEMBER)
U.S. S&P GLOBAL OCTOBER FLASH SERVICES PMI AT 57.9 (FORECAST 58.0)
U.S. S&P GLOBAL OCTOBER FLASH MANUFACTURING PMI AT 56.0 (FORECAST 55.5)
SetYourStop, CMT🇨🇦 retweeted
Interested in #Stocks #Investing and the #Markets?
Click the link to receive the ValueTrend Newsletter directly to your inbox dlvr.it/QD17GG
SetYourStop, CMT🇨🇦 retweeted
$BDT.TO was featured in client reports on Friday the 13th as momentum appeared and price action coiled for a potential breakout from the right side of a consolidation area. Now up ~25% this week, bucking the broader market trend. 📝✅
Charts & Data: SetYourStop.com






























