ThreeDrives retweeted

zerohedge@zerohedgeAug 18
🇺🇸
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"Sea Of Red": Futures Slide As Market Wakes Up To Soaring Bond Yields And Diesel Prices zerohedge.com/markets/sea-re…
ThreeDrives retweeted
THIS IS HOW YOU MAKE MULTI-MILLIONS OVER THE NEXT 10 YEARS
This is how I and many will RETIRE early.
The biggest opportunities come from understanding where capital flows NEXT.
Here’s how I believe the AI Supercycle evolves:
1. AI INFRASTRUCTURE
Capital flows into the companies building the foundation.
• Compute: $NVDA $AMD $AVGO $ARM
• Memory: $MU $SNDK $WDC $STX
• Networking: $ANET $MRVL $CRDO
• Photonics: $COHR $LITE $AAOI
• Data Centers: $VRT $IREN $NBIS
• Software: $PLTR $NOW $ORCL
2. POWER + ENERGY
As AI scales, electricity becomes the next major bottleneck.
• Power: $ETN $PWR $HUBB $GEV
• Nuclear: $CEG $CCJ $OKLO $SMR
• Copper: $FCX $SCCO $TECK
• Critical Materials: $MP $ALB $SQM
3. PHYSICAL AI
Then intelligence moves into the real world.
• Robotics: $TSLA $SYM $ISRG
• Autonomy: $ACHR $JOBY $MBLY
• Defense: $KTOS $AVAV $RTX $NOC
• Space: $RKLB $ASTS $LUNR
4. NEXT GEN COMPUTE
• Quantum: $IONQ $RGTI $QBTS
You don’t need to own everything.
Find where capital is flowing → identify the leaders → rotate as leadership changes.
We will all get rich together .
ThreeDrives retweeted
Reporter: There is a report that says you are moving U.S. troops out of Kuwait and Bahrain.
Trump: I don't want to comment on that.
FOR CONTEXT: There were reports Trump moved trumps out of Kuwait and Bahrain last week due to Iranian attacks and community pressure.
ThreeDrives retweeted
There's 7587 next target hit in #ES_F and its been charting 101 last few days all given step by step here. Big Failed Breakdown Wednesday at 7325 got us long. Friday, we broke out a multi-week bull flag. Today, we rip. Targets were 7547 , 7573, 7587 (all hit)
7597, 7611 next
There's 7573 finally hit in #ES_F. Followers here know I've been calling for this backtest (of the July 16 breakdown) for two weeks. We finally got it. Longs still working from last Wednesday's 7325 Failed Breakdown.
Today's targets were 7548 (hit), 7573 (hit). 7587, 7596 next
ThreeDrives retweeted
Who needs #prayer?
Reply Retweeet or Like to be included.
ThreeDrives retweeted
Over the past past 20 years, the S&P 500 has bottomed for the year on March 12th.
Today is March 12.
ThreeDrives retweeted
After a historic rally from the Liberation Day lows, I don't think the pause around here that we've seen for months is all that surprising.
This is also a 161.8% retracement of the bear market from last year. Random? Maybe, but I've seen this many times in my career.
ThreeDrives retweeted
Wow. The cost for protection is nearly off the charts. Feels extreme given S&P 500 is about 4% from new ATHs.
Nice one from @MacroCharts
ThreeDrives retweeted
🚨 #BREAKING: President Trump just announced the US has signed a trade deal with China
This is HUGE news! The legacy media has been telling us this was impossible 🔥
And INDIA is next, Trump says 🇺🇸
ThreeDrives retweeted

Watcher.Guru@WatcherGuru26 Jun 2025
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JUST IN: 🇺🇸🇨🇳 President Trump says he officially signed trade deal with China.
ThreeDrives retweeted

Elon Musk@elonmusk26 Jun 2025
🇺🇸!
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🦾🔥
ThreeDrives retweeted

Elon Musk@elonmusk26 Jun 2025
🇺🇸!
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