Legally Exploit Tax Code to Minimize Your Taxes
You get taxed on your income... To then get taxed on your home... To then get taxed when you buy... And when you invest your money... You get taxed when you profit. Here's how to LEGALLY use the tax code to pay as little as possible:
Photonics Stocks Surge Over 1,000% This Year
Photonics stocks are going parabolic: • LITE +1621% • AAOI +1434% • COHR +529% • CRDO +377% • VIAV +353% • FN +281% • MTSI +189% • MRVL +186% • IPGP +136% • POET +127%
HSBC Reaffirms Buy on OKLO: Clean Balance Sheet, Near Revenue
HSBC just reiterated a buy thesis this morning on OKLO calling it a clean balance sheet with imminent first revenue. Discussed this name in yesterday's video as a swing trade setup (long) $OKLO https://t.co/8HMvCDQEhr
Valuation at Heart of Hedge Fund Tax Petition
Hedge Fund Head Petitions IRS on Charitable Contributions. If a "timely contemporaneous written acknowledgment and the qualified appraisal appropriately applied discounts... the central issue is likely to be valuation.” Great @TaxNotes A.J. Collins article https://t.co/s8CLOi8syQ
OKLO Gaps Up,
$OKLO filled a small gap overhead today from late Jan 2026. I put most into it ride but still have some trade shares.
NVDA Faces Overbought Gap; Unwinding Likely Needed
$NVDA daily chart note the Nov 2025 gap just overhead. Price might need to flag/base to gain the energy to get thru it. Note RSI and MACD overbought. Unwinding needed. https://t.co/oVgyNby7HZ
Roche Bets on Cancer and Obesity Drugs Amid Biosimilar Pressure
Roche, facing biosimilar threats, puts faith in new cancer and obesity drugs https://t.co/IIt0INA9sI @ByJonGardner $RHHBY
Option Margin Deep Dive with LLMs And
Moontower Thursday The meat is about option margin but a few rapid fire topics: 🌙Welcome to Scamerica 🌙LLMs for faster applied learning 🌙Slopstacks refs: @covered_call @DaveNadig @mjmauboussin https://t.co/kLbxfL2LTB https://t.co/GZ3UTIuriN
Daily VWAP Trade That Consistently Pays Off
The one trade I take every single morning… and it pays. 📈 Simple. Repeatable. Proven. 👇 Comment “SETUP” and I’ll send you the guide. #VWAP #DayTrading #FuturesTrading
Austin Housing Market Hits Stabilization, Near Bottom
#Austin housing market finally approaching bottom. CEO of Taylor Morrison 1Q26 earnings call: “Austin actually finally saw what I would say some stabilization in backlog, had the best sales month in quite some time, and cancelations seemed to stabilize.” Checks w/our analysis...
Cannabis Offers Low Competition, High Long‑Term Gains
I have never been so bullish on the opportunity in cannabis. Do the work, do your own due diligence. There are so few eyeballs on the space. It's amazing what you will find and the long-term opportunities available. You will...
Avis Budget Crashes 72% as Hedge Funds Clash
Hedge-Fund Meme-Stock Short-Squeeze Queen Avis Budget [CAR] Implodes by 72% in 26 Hours. “Stairs up, express elevator down” as hedge funds sock it to each other. https://t.co/eUZopg0LLd https://t.co/2QfJTVrZ5B
Governor's Yes Risks Investor Credibility Amid Rising Taxes
If the governor says "yes" to this, she should have no credibility with investors in the city's debt. New York's tax revenues are rising. If gimmicks like this are necessary now, what happens when tax revenues stop rising? https://t.co/KGqlxU5QuC https://t.co/0Eah2RLkKQ
AVGO Uptrend Continues, Holding Positions Amid Pullbacks
$AVGO daily updated chart. Moved up let it ride stops. I am still giving room for pullbacks and basing on most orders. https://t.co/HN21WZCjfN
Handling Near‑Miss Trades: Close, Wait, or Adjust Stop?
Do you close at a loss, wait or move your stop? What do you do when your trade misses the target by 2 pips (or 2 cents), which would have made you $3,500. https://t.co/faJBqUIctX
Strong Quarter Misses Expectations, AI Growth Debate Persists
$NOW: in show me mode which makes the May 4th analyst day a big one. Q was strong w RPO g +23.5%, sub revs +19%, OM 31.8% - but expectations were higher and guide underwhelmed. Debate will continue...
Today's Breadth Differs; Past Rally Won’t Repeat
I know, I know. You just watched a bunch of stocks rip higher without a pullback — and now you want to hold everything expecting a repeat. But the breadth regime from three weeks ago is not the same as the breadth...
TSLL Targets $12.44 on 15‑Minute Chart
$TSLL see my 15 min chart posted earlier.... I am watching 12.44 for next level.
IBM's Software Rebound Drives 19% EPS Surge
$IBM: solid Q getting caught up in software meltdown. EPS growth +19.4%, TR +9.5% and SW +11% with a reaccel from RHT. Consulting in line, Infra up 15% with a nice tailwind from M/F Z. GM...
COMPQ Stuck in Nosebleed Zone, Awaiting Lower Levels
$COMPQ daily chart. Many levels below to catch price. We stay in the nose bleed section for now. https://t.co/HckSuLMwfu
Patience and Proper Sizing Beat Momentum Traps
7133 SPX is to $CAR at 700 As $CAR at 240 is to SPX at ? Momo and short squeezes can run in your face a while. They've run in my face from 6980. Patience and right sized
High‑probability SPY Setup Could Force Qullamaggie’s Comeback
If this high probability $SPY set up works @Qullamaggie will have no choice but to come out of retirement and write "lol" https://t.co/xYiBmPVbcl
40% Expect Strait of Hormuz Traffic Normalization After November
40% of oil and gas firms in the @DallasFed survey expect it'll be November or later before Strait of Hormuz traffic returns to normal. https://t.co/aNqqqDpuML
Buy‑and‑hold Global Index Outperforms Most Strategies over Life
When it's all said and done - if we're being totally honest - by the time one reaches a ripe old age, most stock investors will earn more money in a buy-and-hold total global equity index portfolio than doing anything...
SOX's 42% Surge Mirrors Rare Post‑Bear Rallies
$SOX(semiconductors) rallied 42% in the last 17 trading days. This happened only twice in its history: On April 30, 2001, after 14 months of bear market. On November 1, 2002, at the beginning of a new bull market, and after 31 months...
Tesla AI Strategy and Q1 Highlights on BBC
Great to be on @BBCWorld with @BenThompsonTV discussing Tesla’s AI Path and the 1Q takeaways 🎯🍿🐂📺 @BBCBreaking @BBCNews https://t.co/mdJQBGacLU
Sanofi Reports Strong Sales Amid Growing R&D Pressure
Sanofi posts upbeat sales as R&D pressure builds https://t.co/4WUccjXY5D by Kristin Jensen $SNY + 2% $REGN
Tim Cook Turns Apple Into Ireland’s Top Taxpayer
Tim Cook also did wonders for Ireland and the Irish fisc ... Apple is almost certainly now the largest Irish tax payer and its 2014 decision to put on a Green Jersey set out a tax model that a lot of other...
True Parental Love Means Health and Financial Security
Saying you will die for your kids is performative. If you actually love your kids, you will: ➡️ Stay healthy so you can be with them longer ➡️ Invest your money so they don’t have to support you ➡️ Save and invest...
Monday Double Front-End Auctions Pressure
King Lear's Truth Social musings may be obscuring it a bit, but double front-end auctions on Monday weighing on 2s and 5s
Fed's Balance Sheet Fix: Impact Is Modest
The impact of completely correcting the UST duration holdings of the Fed 101🧵 Despite the warnings and hyperventilation of the usual suspects, correcting the Fed's balance sheet is just not that big a deal. Today the balance sheet has a...
Starlink Posted $4.4B Profit on $11.4B Revenue
Starlink last year: $4.4 billion in operating profit and $11.4 billion in revenue, according to @Reuters review of pending S-1 https://t.co/e9KFllMATS
SME Leaders Show Strong Growth, Lower Valuations
Two popular SME recent results - 1. Prizor Viztech : Revenue 105.93 Cr vs 40.06 Cr (+164.42% YoY) PAT 14.84 Cr vs 5.87 Cr (+152.83% YoY) PE down from ~48x to ~29x post results Margins up Sector Tailwinds Management beats guidance 2. Rajesh Power : Revenue 990 Cr vs...
Middle East Still Holds Trillion in Dollar Assets, Not Switching
Tony Nash is right that the Middle East isn't de dollarizing. Iran wants sanctions relief so it (in some ideal world) can re dollarize and stop selling to China at a discount ... 1/2
TXN Leads as Prime Example of SMB Money Trade
$TXN #1 today is a great example of the SMB "The Money Trade" (google it) https://t.co/Q19DB7qFKr
JOJO Leverages Utilities Signals for Credit Rotation
Advisors looking for differentiation in fixed income: $JOJO uses utilities sector signals to rotate between risk-on and risk-off credit. Systematic, transparent, and timely. https://t.co/vNSFE0Fce0
Global PMIs Surpass Forecasts; Eurozone Contracts
The Composite PMIs - timely proxies for GDP for the major economies - largely beat expectations for April's update. The exception was the Eurozone and major member components, which missed forecasts significantly and slipped into contraction: https://t.co/g0G7ZJWDN1
RMS Margins Boost May Not Return for Decades
Besides being a multiple expansion story, and besides compounding revenues at a low teens rate for years, $RMS' stock has largely also been a margins expansion story, which is unlikely to repeat over the next 15-20 years.
Current Housing Crisis Far Worse Than 2008 Stats
There are so many flippant comparisons to 2008 in today's housing market, but what do the stats show? I'm not sugarcoating the glaring affordability problem today. I just think sometimes people casually compare without really looking at the stats. More...
RDR SELL Technique Predicts Short‑term Car Stock Moves
No need to pick Tops-- My RDR SELL technique calculates it and has worked for Decades (at least for my community) Perfect two day short in $car for some https://t.co/DV2FMamOs7
Shorted $CAR at Open, Targeting $215 Close
Shorted $CAR immediately at the open today after missing all of yesterday. I didn't want to short later in the day yesterday, but it was clear by EOD that it was broken. Thinking we close at around $215 (July 2025...
China’s New Supply‑Chain Rules Pose Risk to US Companies
AFP: China’s new supply chain regulations could be a “concern” for US firms, @AmCham_China warned. The regulations, released April 7, allow authorities to take measures against foreign companies that “harm China’s industrial and supply chain security.” https://t.co/bmnFKekxT7
Secular Bull Markets Can Endure Far Longer than Expected
Wild chart on Animal Spirits this week with @michaelbatnick and @awealthofcs. I'm more of a 'this secular bull started in 2013 on the beakout' guy, but this hammers home how these secular bulls can last much longer than most could ever...
Smart Money Shifts to Growth Phases in Gurgaon
Where is smart money moving in Gurgaon? This chart maps capital flow across micro-markets (2010–2030). How to read it: X-axis = Market Cycle Progression (1 → 12) • Early → Growth → Peak → Late • It’s a cycle stage, not calendar time Y-axis = Capital Inflow Intensity...
Copper's Bullish Surge: Few Portfolios Ready to Profit
Quite the bullish outlook for copper from @FrankCappelleri in his note yesterday. Should this happen, how many portfolios are built to benefit from it you think? I'm guessing not many. https://t.co/3Hio1we0O0
XLF Rallies to 200‑day MA; Watch for Rollover
$XLF Daily. ETF for big banks, many of which reported earnings. Rally up to 200-day m.a. & confluence of moving averages. Private credit had their bounce too. Watch for rollovers https://t.co/3hGFhsxWIf
QTWO Undervalued vs Peers; Quebec Spodumene Near Unicorn
Excellent chart @zempheth which I've modified slightly to highlight your very correct pointing out the @Q2Metals -Cisco valuation (USD 420M) comp to Azure/Andover which was bought for USD 1.1B+ when spodumene prices were half what they are today. With Elevra proving...
Semis Enjoy Record 17‑day Green Streak
It is green right now, which would be a record shattering 17 days in a row higher for semis. That is quite the streak. Frank the Tank is smiling at this type of streak. https://t.co/Dd3L75talj
Dropping US‑Iran Talk Deadlines From My Calendar
I am going to stop putting in proposed deadlines for the US-Iran talks into my macro calendar. Changing it intraday at this point...
Maryland's $48.5M Land Purchase Signals Suburban CRE Shift
Maryland paid $48.5M for 229 acres between Baltimore and D.C. — and no private developer stepped up first. When the state becomes the buyer of last resort on a large suburban asset, that’s a signal worth understanding. What’s your read...