@Barcode:$Alumis Inc.(ALMS)$  $Bristol-Myers Squibb(BMY)$  $Arcutis Biotherapeutics Inc.(ARQT)$  🚀🧬📊 $ALMS Repriced, Not Rallied: Phase 3 Dominance Ignites Volatility Expansion and Price Discovery 📊🧬🚀 I’m treating today’s move in Alumis Inc ($ALMS) as a live, in-session repricing event, not a completed story. With the market still open, price, volume, and flow continue to confirm a regime shift rather than a one-day headline reaction. $ALMS is up +106.5% to ~$17.16 after its lead oral TYK2 inhibitor delivered a decisive Phase 3 outcome in the ONWARD1 and ONWARD2 plaque psoriasis trials. Around 65% PASI 90 and more than 40%

@Barcode:$NVIDIA(NVDA)$ $Johnson Controls(JCI)$  $Carrier Global Corporation(CARR)$  I’m calling this exactly what it is. A regime break inside AI infrastructure, not a headline misread. AI’s efficiency curve just invalidated a crowded trade. After Jensen Huang confirmed that NVIDIA’s Vera Rubin racks can be cooled with hot water, the market immediately repriced what that means downstream. Cooling was never just about capacity growth, it was about how that capacity is deployed. That’s why Johnson Controls ($JCI), Carrier Global ($CARR) and Trane Technologies ($TT) sold off hard. Not because AI spend is slowing, but because the architecture changed. I’m

@Barcode:$Roblox Corporation(RBLX)$ $Alphabet(GOOGL)$  $Meta Platforms, Inc.(META)$   Roblox $RBLX slid as much -7% after overnight platform outages combined with a TD Cowen PT cut to $70 from $77! Analyst Doug Creutz flagged a 52% drop in engagement for top games and lowered FY bookings to $8.09B. $RBLX is going to continue to have wild swings in valuation. it was not that long ago that Morgan Stanley had $10 x $55 RR based on 2024 numbers, then they came out and said it was on a path to $300. 🤖 ⓗⓐⓟⓟⓨ ⓣⓡⓐⓓⓘⓝⓖ ⓐⓗⓔⓐⓓ! ⓒⓗⓔⓔⓡⓢ, ⓑⓒ🍀🍀🍀  

@Barcode:$Vistra Energy Corp.(VST)$  $SanDisk Corp.(SNDK)$  $NVIDIA(NVDA)$  Vistra $VST popped as high as +5.6% today on blockbuster Cogentrix deal! $4B deal at attractive 7.25x '27 EBITDA. The bullish options edge? 50D call/put ratio 1.60 (top 15% historical) but SVI at just 8th %ile means cheap vol & call bias. History says this SCREAMS upside potential! $NVDA level check: $192 = 16x the $12 IPO (≈+1,500% pre-split). Shares have split 6x, but that doesn’t remove $12-increment speed bumps. Daily: 7 straight closes below $192, despite 4 intraday pushes above. 👉 Reject

@Barcode:$Chevron(CVX)$ $Exxon Mobil(XOM)$  $SPDR Gold ETF(GLD)$  🚀🛢️🥇🌍 Cross-asset repricing as geopolitics reset risk 🌍🥇🛢️🚀 I’m watching a genuine regime shift take hold across energy and precious metals as geopolitics, policy signalling, and options flow converge. The U.S. capture of Nicolás Maduro over the weekend, alongside Trump signalling deeper U.S. involvement in Venezuela’s oil industry, has materially reset political risk premia. This is not a fleeting headline reaction. It’s a macro shock landing on markets that were already structurally tight. $CVX is the clearest momentum expression. Shares are up over +5% into the $164 zone, the highest lev

@Barcode:$Chevron(CVX)$ $Exxon Mobil(XOM)$ $Halliburton(HAL)$   $Texas Oil Index ETF(OILT)$  🛢️ Chevron is reportedly calling employees from its Venezuela division back into the country as flights begin restarting, signaling a potential ramp-up in on-the-ground activity. $CVX up over $8 or 5% intraday. 🛢️ $HAL is exploding today, leading the S&P 500 with price up over 10% following this weekend’s Venezuela developments. 🛢️ 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢

@Barcode:$Dow Jones(.DJI)$ $S&P 500(.SPX)$  $NASDAQ(.IXIC)$  Midday Check: Stocks surge to start 2026. $DJI +641 pts midday, hit a record and eyeing a first-ever 49,000 close!! $SPX & $IXIC are rallying, led by energy on Venezuela optimism. Oil +1.4%, Gold +2.9%, Bitcoin at a 1M high! 🛢️ 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢

@Barcode:$NVIDIA(NVDA)$ $JPMorgan Chase(JPM)$  $Apple(AAPL)$  🚀📊🧠 82.8% No Cut: Why Markets Have Already Repriced January 2026 🧠📊🚀 I’m not watching the Fed for a surprise, I’m watching the market accept that relief isn’t coming. Per CME Group FedWatch, markets are pricing an 82.8% probability of no rate cut at the January 27–28, 2026 FOMC meeting, keeping policy anchored at 350–375 bps. That’s not hesitation, it’s conviction. The front-end futures curve has already shut the door on the early-pivot narrative that dominated late 2025. This isn’t just a probability print, it’s a repricing. The ZQF6 contract is trading around 96.36, implying roughly 17% odd

@Barcode:$Adobe(ADBE)$ $Workday(WDAY)$  $Intuit(INTU)$  📉 Adobe Liquidity Flush, Valuation Reset, Big Money Setup 📊 I’m watching Adobe $ADBE get absolutely smacked today, now -4.5% to $334.29, and it’s dragging the software complex with it as $WDAY and $INTU slide in sympathy. This is not noise. This is volatility asserting control and forcing rotation. On the charts, the message is unmissable. The recent rally was rejected cleanly at the 200DMA resistance. On the 4H and 30m views, price smashed through the mid Keltner, accelerated into the lower volatility bands, and printed a textbook liquidity flush. Wide ranges, heavy red candles, urgency everywher