Les 📈🚀 retweeted
Historically, extreme TQQQ inflows (+$800mm) have tended to occur near the beginning of powerful momentum advances rather than near their end.
The S&P 500 has just put together three straight calendar weeks of -0.45% weekly returns, but VIX was still under 20 at the end of the event.
And how has SPX done the 9 times prior with similar setups?
Do you like green?
Lots and lots and lots of green?
Les 📈🚀 retweeted
And there you have it! The Bottom!
Technology sector P/E is now exactly at the 5-yr low, exactly where and when it bottom in October of 2022, lest you think it a coincidence.
Nothing but upside from that point in 2022. Nothing but upside in 2026/7?
$SPX $SPY $ES_F $XLK $QQQ $NDX $COMPQ $MAGS $SOXX $SMH $IGV $NVDA $MU $AAPL $MSFT $CIBR
Imp $GOOG chart
3 levels of interest come together in the 275 area for $GOOGL
1⃣ 🔵AVWAP from 2025 low
2⃣🟢YTD Low of 272.11
3⃣50% retrace of 2025 low to ATH
levels of interest become more interesting when they come together in the same area
interesting doesnt mean buy, it means observe on shorter term timeframes that buyers are gaining control
buy strength after the dip
Les 📈🚀 retweeted
One of the hardest lessons I've learned in over 20 years of trading:
You must be willing to stay out of the market for weeks or even months.
Look at this chart of the Nasdaq since 2019. Notice how often the market goes through sideways periods, choppy uptrends, corrections, and bear markets.
As a swing or position trader, I don't want to participate in all of them.
I want to be aggressive when the market is strong and opportunities are plentiful. But when conditions deteriorate, I become extremely selective, stop opening new positions, and let my individual sell rules determine when to exit existing holdings.
Why is this so difficult?
Because there are ALWAYS stocks moving higher. Even in terrible markets.
You see those stocks, feel you're missing opportunities, and convince yourself that you need to keep trading to make money.
I've experienced this myself. In 2026, I made very good profits in April and May, but gave back some of those gains during the choppier months that followed.
The reality is that the general market is a huge part of your trading edge. Even the best setups become much harder to trade when conditions are unfavorable.
I believe one of the biggest changes you can make is to stop defining yourself as a trader by how often you trade.
A disciplined trader doesn't need constant action. A disciplined trader waits until the probabilities are in their favor.
The ability to sit in cash for weeks or months is what separates disciplined traders from those who constantly struggle.
You don't get paid for being active. You get paid for making good decisions.
Les 📈🚀 retweeted
this might be my last normal tweet before biotech goes vertical
i'm not a whistleblower. I don't work at Lilly, Novo or any of the big labs
but there is a massive shift happening in human biology right now.
it's sitting in press releases and almost nobody reads them
the last 6 months alone:
- a once-daily pill roughly doubled median survival in metastatic pancreatic cancer (13.2 vs 6.6 months)
- a one-time gene editing infusion cut hereditary angioedema attacks 87%, and 62% of patients stayed attack-free and off all other prevention for 6 months
- a one-time gene edit for cholesterol dropped LDL up to 62%, and it held for over a year
- a personalized mrna vaccine beat keytruda alone in a 1,137 patient melanoma phase 3
- retatrutide hit ~28% weight loss in a phase 3
- an ai-designed drug entered phase 3
- a pill that regrows hair passed its second phase 3
- an immunotherapy that could let some rectal cancer patients skip surgery, chemo and radiation just got fda approved
- a man lived 271 days off dialysis on a pig kidney
- human cells were caught passing chromosome-sized chunks of DNA to their neighbors, and it changes how the neighbors behave
we are on the verge of an era where the human body is a software problem and the update cycle gets shorter everyday
stick around, it's going to get weird
bio/acc
Les 📈🚀 retweeted
We made it, my favorite stat is finally here.
October 28th is the best day of the year for the S&P 500 and it is also my birthday. No way the Fed would ruin my day, would they? 🎂
Les 📈🚀 retweeted
Snapshot of a Strong $SKHY Quarter:
$OPEN Great take - this is what I had
Sure seems like capitulation as we revert to the mean
The complete $OPEN investor experience in one chart.
🚀 Take off
😎 Enthusiasm
🤑 Greed
🤡 Delusion
🙉 Denial
🪤 Bull trap
😰 Fear
💀0Capitulation
🪦 Despair
And somewhere along the way, “long term investing” became a coping mechanism.
🔑 Which phase are we in now?
Latest fractal view on $IREN
Look for a break above 29.5 and continuation to clear the downtrend
Otherwise the fractal shows the last shoe drops around the $20-21 mark - right where prior support and the bottom of the acceleration channel meets.
Any number of new events could price that lower. More fud. Another offering. A cancelled contract.
There's no exact science here. Just a potential roadmap to take into consideration
Let's see how this plays out,




































