To The Moon

$Soluna Holdings, Inc.(SLNHP)$ Soluna Holdings preferred shares are a unique investment case, a hybrid of special situation and capital structure arbitrage. The management keep issuing common shares, which makes $Soluna Holdings, Inc.(SLNH)$ risky, but insiders are heavily invested in the preferred share, where the vaue from common share issuance accrues. The company builds and operates renewable powered data centers in the USA, used for crypto mining and AI compute power provi

Mag 7 Earnings Are Here: A Reality Check After the Selloff Why Mag 7 suddenly looks fragile Big-cap tech has looked strangely mortal to start the year. Mag 7 has lagged smaller caps, and the latest geopolitical shockwaves have turned "quality growth" into "sell first, ask questions later." That sets up an unusually high-stakes earnings stretch, because positioning is lighter, expectations are clearer, and guidance language will matter as much as the quarter itself. Based on current consensus, $Tesla Motors(TSLA)$   , $Microsoft(MSFT)$   , and $Meta Platforms, Inc.(META)$ <

Netflix Earnings Review: Margins Drop to 24.5% After $80B Deal—Is the Risk Now Priced In? $Netflix(NFLX)$   's fourth-quarter results exceeded market expectations across revenue, earnings and cash flow, underscoring the continued resilience of its core business. However, following a sharp run-up in the stock, investor focus quickly shifted after the earnings release to the company's proposed approximately $80 billion all-cash acquisition, and its potential implications for profitability, cash flow and capital structure. As a result, Netflix shares fell more than 4% in after-hours trading. Key Financial Highlights -In the fourth quarter, Netflix reported revenue of $12.05 billion, up 18% year over year. Oper

Gold above $4,800 is not “late” by default, but it does mean you are no longer buying cheap insurance. At this level, the trade becomes more about regime change (currency credibility, geopolitics, capital controls, sanctions risk) than normal inflation. 1) Is it still early in the capital-rotation trade? Early-to-mid, not early-early. Why it can still be early: If we are entering a world of fragmented trade blocs + persistent fiscal deficits, capital does not rotate once, it re-prices for years. Gold is still one of the few “neutral” assets with no counterparty risk. Many portfolios remain structurally under-allocated to hard assets because the last decade rewarded growth/tech. Why it may not be “early”: A 10% monthly move is a sign of crowded positioning and panic-hedging. Gold at record

🩸 Mag 7 Bloodbath: Is the “China Ban” a Trap or the Ultimate Buy Signal? The screen was ugly Tuesday. The Magnificent 7 didn’t just slip—they slammed on the brakes. Nvidia ($NVDA) plunged 4.3%, taking the generals with it: Tesla ($TSLA) dropped over 4% and Oracle ($ORCL) slid nearly 6%. The headline causing the panic? China. Reports indicate that export licenses for Nvidia’s cutting-edge H200 AI chips are facing stiff resistance from regulators. This triggered immediate fears of a "revenue air pocket" for the sector. But before you panic-sell your winners or blindly buy the dip, you need to understand what the smart money is actually looking at. Is this a structural break in the AI narrative, or just a liquidity flush to shake out late retail longs? 1️⃣ The H200 "Crisis": Demand vs. Regula

The short-term Elliott Wave view in Dow Futures (YM) indicates that the cycle from the November 21, 2025 low has concluded as a five-wave diagonal. From that low, wave ((i)) advanced to 49,299, followed by a corrective pullback in wave ((ii)) that reached 48,092, as shown in the one-hour chart. The subsequent rally in wave ((iii)) unfolded as a clear five-wave impulse. Within this sequence, wave (i) terminated at 48,686, while wave (ii) retraced to 48,556. Momentum then carried wave (iii) higher to 49,463, before a modest pullback in wave (iv) ended at 49,096. The final push in wave (v) reached 49,899, completing wave ((iii)). Afterward, the index corrected in wave ((iv)) toward 49,001, and the final leg in wave ((v)) advanced to 49,899, thereby completing wave 1 of a higher degree cycle.

In this technical blog, we will look at the past performance of the 1-hour Elliott Wave Charts of Exxon Mobil Corporation ticker symbol: XOM. In which, the rally from 25 November 2025 low unfolded as an impulse structure. But showed a higher high sequence favored more upside extension to take place. Therefore, we advised members not to sell the stock & buy the dips in 3, 7, or 11 swings at the blue box areas. We will explain the structure & forecast below: XOM 1-Hour Elliott Wave Chart From 1.08.2026 Here’s the 1-hour Elliott wave chart from the 1.08.2026 Pre-Market update. In which, the cycle from the 25 November 2025 low ended in wave 1 at $128.57 high. Down from there, t

🚨 Record Inflows Meet Sector Rotation: Is the Market Bracing for a Shift? While the headline indices felt choppy last week, looking under the hood reveals a very different story. We saw a massive divergence between price action (muted) and capital flows (explosive). Institutions aren't leaving the casino—they are just moving to different tables. If you’re still 100% heavy on big tech and ignoring the signals from the bond and commodity markets, you might be missing the next leg of this cycle. Here is the deep dive on last week's ETF trends and what they tell us about the smart money’s playbook for late January. 1️⃣ The "Silent" Buy-the-Dip: Huge Inflows into S&P 500 Despite the S&P 500 feeling suppressed, the flow data shows "Aggressive Accumulation." We saw massive capital injecti

SanDisk’s move is supercycle fundamentals + late-stage price action happening at the same time. 1) Early in the storage supercycle, or late-stage momentum? Fundamentals: still early-to-mid. Price action: late-stage momentum. Why the cycle can still be early-to-mid: AI data growth is not a one-quarter story. It is multi-year. Enterprise SSD demand tends to follow compute build-outs with a lag, and once it tightens, pricing can stay firm for longer than people expect. Supply discipline (capex restraint) can keep the cycle “cleaner” than past boom-bust NAND eras. Why the stock looks late-stage: +90% YTD and parabolic behaviour often means “great story, crowded trade”. When a name goes vertical, the next phase is usually volatility expansion: sharp dips, violent squeezes, then consolidation. E

$Dolly Varden Silver Corporation(DVS)$ 8 Target Price by Q1-2026. Dolly Varden Silver Corporation latest news financial performance- Transformative Merger Announcement: The most significant recent development is the announced all-stock, "merger of equals" with Contango ORE, Inc. (CTGO) . The combined entity, to be named Contango Silver & Gold Inc., is positioned as a new North American mid-tier precious metals company. The transaction terms (0.1652 CTGO shares per DVS share) imply a combined market cap of approximately $812 million, which is substantially higher than Contango's standalone $380.5 million valuation 4. This merger is the primary

Gold and silver are on an absolute tear, shattering records left and right as investors scramble for safety amid escalating global chaos! 🌍🔥 Spot gold just smashed through $4,870 per ounce, marking a wild 2.24% jump in a single day and a jaw-dropping 9.57% surge this month alone. That's over $420 in gains – talk about a parabolic climb! 📈💰 Silver isn't far behind, hitting $94.54 per ounce with a massive 36.95% monthly pump, proving precious metals are the ultimate shield against uncertainty. 😎 But what's fueling this frenzy? Enter Ray Dalio's chilling take: Trump's bold policies, from tariff threats to the Greenland push, could ignite full-blown "capital wars." Nations might dump U.S. assets, eroding trust in fiat currencies and sparking debasement fears. Dalio calls gold the go-to hedge,

He did it again. This morning on Truth Social, Trump dropped the hammer: 10% tariffs on EIGHT European countries starting February 1st, jumping to 25% by June 1st unless Europe finally gives him satisfaction on Greenland. Markets instantly puked: • Stoxx 600 futures -4.1% in the overnight session 😱 • DAX futures -4.8% • CAC 40 futures -5.2% • Nasdaq futures -3.4%, S&P futures -2.7% • Gold ripping to $2,678 (new weekly high) 🏆 • Silver +6.8% in 24 hours • 10-year yield back above 4.52% as tariff inflation fears return Classic Trump playbook — threaten the absolute maximum, watch everything burn for a few days, then declare victory and suspend it the moment he extracts any concession. We’ve seen this movie so many times the script is tattooed on our eyeballs: May 30, 2019 → Threatens 5%

To me, gold is no longer behaving like a slow defensive asset but more like a momentum trade driven by structural forces. When prices run past major banks’ yearly targets before January ends, it points to deeper repricing, supported by central-bank buying, de-dollarization, and geopolitical risk rather than short-term fear. If gold reaches $5,000 before February, I expect a pullback, but likely a shallow and healthy one. A pause toward the $4,700–$4,800 zone would help reset momentum, while a straight vertical surge toward $5,900 would feel more like late-stage exhaustion. Between JPM and Yardeni, I lean toward JPM’s steady outlook in the near term, while viewing Yardeni’s $6,000 call as a tail-risk scenario. For me, $5,000 is a checkpoint, $5,250–$5,300 is the volatility zone, and $6,000

$S&P 500(.SPX)$ $NASDAQ 100(NDX)$  $SPDR S&P 500 ETF Trust(SPY)$  21Jan26 ET 🇺🇸 | 22Jan26 NZT 🇳🇿 🧠 This Is Where Tape Speed Changes Before Most Traders Adjust I’m watching this market closely because what’s driving price right now is not sentiment or headlines, it’s structure, positioning, and dealer mechanics asserting control. 🎯 $6866 is now the key level that matters for $SPX. Holding above this zone is the difference between a controlled grind and accelerated expansion. Lose it and volatility expresses fast. Hold it and upside can travel quicker than most expect. This is not noise. This is a regime transition. 🌪️ $SPX Back in Negativ