# ![@ryan554 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::56540655.png) @ryan554 edward m kelly

edward m kelly posts on X about $qqq, spx, $nvda, $smh the most. They currently have [---] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::56540655/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::56540655/c:line/m:interactions.svg)

- [--] Week [-----] -11%
- [--] Month [------] +132%
- [--] Months [------] +6.80%
- [--] Year [------] -50%

### Mentions: [--] [#](/creator/twitter::56540655/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::56540655/c:line/m:posts_active.svg)

- [--] Week [--] -13%
- [--] Month [---] +247%
- [--] Months [---] +17%
- [--] Year [---] -42%

### Followers: [---] [#](/creator/twitter::56540655/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::56540655/c:line/m:followers.svg)

- [--] Week [---] +0.71%
- [--] Month [---] +1.10%
- [--] Months [---] -9.20%
- [--] Year [---] +34%

### CreatorRank: [---------] [#](/creator/twitter::56540655/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::56540655/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [financial services](/list/financial-services)  #1034 [events](/list/events)  [fashion brands](/list/fashion-brands)  [us election](/list/us-election) 

**Social topic influence**
[$qqq](/topic/$qqq) #297, [spx](/topic/spx), [$nvda](/topic/$nvda), [$smh](/topic/$smh) #20, [$spx](/topic/$spx), [vix](/topic/vix), [$vix](/topic/$vix), [nvda](/topic/nvda), [$spy](/topic/$spy) #1195, [$msft](/topic/$msft) #244

**Top accounts mentioned or mentioned by**
[@johndoss1](/creator/undefined) [@scottwapnercnbc](/creator/undefined) [@revshark](/creator/undefined) [@dampedspring](/creator/undefined) [@cyclesfan](/creator/undefined) [@bennmaldonado](/creator/undefined) [@marketsleuth](/creator/undefined) [@hostilecharts](/creator/undefined) [@dougkass](/creator/undefined) [@marknewtoncmt](/creator/undefined) [@divestech](/creator/undefined) [@hmeisler](/creator/undefined) [@3peakstrading](/creator/undefined) [@cnbcfastmoney](/creator/undefined) [@jspittrades](/creator/undefined) [@davidcoxrj](/creator/undefined) [@epictrades1](/creator/undefined) [@traderjonesy](/creator/undefined) [@tradingthomas3](/creator/undefined) [@rjrcapital](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Spacemesh (SMH)](/topic/$smh) [SPX6900 (SPX)](/topic/$spx) [Vixco (VIX)](/topic/$vix) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Microsoft Corp. (MSFT)](/topic/$msft) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Apple, Inc. (AAPL)](/topic/$aapl) [JPMorgan Chase (JPM)](/topic/$jpm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Uber Technologies, Inc. (UBER)](/topic/uber) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Basis Cash (BAC)](/topic/$bac) [Starbucks Corporation (SBUX)](/topic/$sbux) [UnitedHealth Group (UNH)](/topic/$unh) [Tesla, Inc. (TSLA)](/topic/$tsla) [Walmart, Inc. (WMT)](/topic/$wmt) [Metadium (META)](/topic/$meta) [Morgan Stanley (MS)](/topic/$ms) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Costco Hot Dog (COST)](/topic/$cost) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Cisco Systems Inc (CSCO)](/topic/$csco) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [RAMP (RAMP)](/topic/ramp) [CatCoin (CAT)](/topic/$cat) [Schlumberger NV (SLB)](/topic/$slb) [Advanced Micro Devices (AMD)](/topic/$amd) [Eclipse (ES)](/topic/$es) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Rally (RLY)](/topic/rally) [Oracle Corporation (ORCL)](/topic/$orcl) [GE Vernova Inc. (GEV)](/topic/$gev) [FedEx Corporation (FDX)](/topic/$fdx) [GammaSwap (GS)](/topic/$gs) [Nike Inc (NKE)](/topic/$nke) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Mastercard, Inc. (MA)](/topic/$ma) [Colgate-Palmolive Company (CL)](/topic/$cl) [Applied Materials, Inc. (AMAT)](/topic/$amat)
### Top Social Posts
Top posts by engagements in the last [--] hours

"How can #CNBC have a discussion of the merits of buying $CLF here without mentioning the stock has just rallied 40% off the recent lows Who produces these shows What a waste"  
[X Link](https://x.com/ryan554/status/1599814573380411393)  2022-12-05T17:14Z [---] followers, [--] engagements


"@RevShark The $TSLA $NVDA and $AAPL buyers won't quit - must be some hedge fund strategy - until those [--] give it up $SPY has limited downside .S&P futures [----] line in the sand"  
[X Link](https://x.com/ryan554/status/1626231554048688128)  2023-02-16T14:46Z [---] followers, [---] engagements


"$NVDA up almost [--] dollars AH on @timseymour cover of half his short based on price action. This is an over [---] billion $ cap not a penny stock. No corresponding move in $SMH actually creating an ARB opportunity if u have enuf capital. We are truly back to 1999"  
[X Link](https://x.com/ryan554/status/1636485180318703616)  2023-03-16T21:50Z [---] followers, [---] engagements


"$NVDA's ascent is starting to remind me more and more of $IOM from the late 90's each and every day"  
[X Link](https://x.com/ryan554/status/1642896608181231616)  2023-04-03T14:27Z [---] followers, [--] engagements


"@DougKass @KeithMcCullough #CNBC does this all day long - see Cramer lately They are so irresponsible its frightening. Josh Brown said he wouldn't put new money into $NVDA over 30% ago"  
[X Link](https://x.com/ryan554/status/1658506168140955651)  2023-05-16T16:14Z [---] followers, [--] engagements


"$NVDA pump time on #CNBC - this happens everyday - to Faber's credit he usually tries to point out the facts. If u don't see the bubble your're not looking. "If you're in the same room as Jensen. $NVDA CEO your stock goes higher." From Cramer just now"  
[X Link](https://x.com/ryan554/status/1659185463842709504)  2023-05-18T13:13Z [---] followers, [--] engagements


"$JPM $CLF $XBI and $FCX all lower today - this is another #AI hype rally - no telling how far a bubble can inflate - but make no mistake this is a bubble"  
[X Link](https://x.com/ryan554/status/1659214855201607680)  2023-05-18T15:10Z [---] followers, [--] engagements


"@BennMaldonado To get [---] more handles north we will need a $VIX with a [--] handle - probably low 14's. Odds do not favor that. With the debt ceiling meaningless as it really is and the $NVDA print I guess can't rule out anything"  
[X Link](https://x.com/ryan554/status/1659552087514968066)  2023-05-19T13:30Z [---] followers, [--] engagements


"@theEquilibrium Don't tell that to $CLF"  
[X Link](https://x.com/ryan554/status/1659558333240557571)  2023-05-19T13:55Z [---] followers, [--] engagements


"Cyclicals getting sold hard as capital flows back into $QQQ - $NVDA print next week may be the biggest event this tape has seen in quite some time"  
[X Link](https://x.com/ryan554/status/1659580910323236867)  2023-05-19T15:24Z [---] followers, [--] engagements


"It's nearly impossible to look at the performance of $DE today and YTDand then look at $SMH. Clearly market participants no longer consider $SMH a cyclical sector. If that belief reverts back to what has been chapter and verse for as long as I can remember downside is immens"  
[X Link](https://x.com/ryan554/status/1659615418993061890)  2023-05-19T17:42Z [---] followers, [--] engagements


"I have never seen $MSFT as universally loved as it is right now. I guess Nadella didn't know about his company's future in #AI when he dumped a boatload of shares near current levels [--] months ago"  
[X Link](https://x.com/ryan554/status/1659641672169299982)  2023-05-19T19:26Z [---] followers, [--] engagements


"@RJRCapital Oh its rotating alright look at the intraday ranges of $AMD and $NVDA. Players refuse to buy the perceived cyclicals - $QQQ and $SMH are no longer hostage to macro demand. It's a new world"  
[X Link](https://x.com/ryan554/status/1660648576026914816)  2023-05-22T14:07Z [---] followers, [--] engagements


"$CAT $CLF and $DE continue to be punished as money continues to flow into $QQQ - I have never seen a trade this relentless in [--] plus years of watching the tape"  
[X Link](https://x.com/ryan554/status/1660661589991739393)  2023-05-22T14:59Z [---] followers, [--] engagements


"Although $KRE has bounced nearly 20% off its recent low other cyclical groups have barely budged. Stocks like $FCX $CLF and $CAT flailing around like the recession will be anything but short and mild"  
[X Link](https://x.com/ryan554/status/1661010900604813316)  2023-05-23T14:07Z [---] followers, [--] engagements


"@RevShark Not really $CLF $FCX and $URI down an average of 4% while $AAPL basically unchanged to down a smidge. Same shit different day"  
[X Link](https://x.com/ryan554/status/1661439725067010075)  2023-05-24T18:31Z [---] followers, [--] engagements


"#CNBC just pumped/hyped $NVDA for the last [--] minutes stock rallied sharply. Absolutely no discussion of how the valuation makes absolutely no sense. Talk of TAM the "story" is intact and of course #AI is just at the beginning. Once again #CNBC proving they own this bubble"  
[X Link](https://x.com/ryan554/status/1661451550030549001)  2023-05-24T19:18Z [---] followers, [---] engagements


"Over [--] dollar rally for $NVDA off @ScottWapnerCNBC 's hype/pump job which began at 3PM EST"  
[X Link](https://x.com/ryan554/status/1661452726981607436)  2023-05-24T19:22Z [---] followers, [--] engagements


"@ScottWapnerCNBC _ Congratulations Scott u actually caused a 3PM EST squeeze in the market with your non-stop pumping of $NVDA - any positions for you or family"  
[X Link](https://x.com/ryan554/status/1661460426314350596)  2023-05-24T19:53Z [---] followers, [---] engagements


"For those who haven't traded since the early 1990's this market is feeling more like late [----] every single day. Please be careful - $QQQ - Remember history always repeats but it's never exactly the same. IMO this $NVDA print will be looked back upon as a seminal moment"  
[X Link](https://x.com/ryan554/status/1661722045179211777)  2023-05-25T13:13Z [---] followers, [--] engagements


"@RevShark What's even crazier than $NVDA is $AMD. Now up 45% from late April's post print low on nothing but #AI speculation. That's over [--] Billion in market cap. During [--] all the crappy stocks that got bid up didn't have a combined market cap of [--] Billion - not even close"  
[X Link](https://x.com/ryan554/status/1661754537269403653)  2023-05-25T15:22Z [---] followers, [--] engagements


"@KellyCNBC Kelly 33x earnings for $MRVL is expensive - market pe is [--]. Come on"  
[X Link](https://x.com/ryan554/status/1661790114895331329)  2023-05-25T17:43Z [---] followers, [--] engagements


"@HewittHeiserman @RevShark Sorry Hewitt u must not have gotten the memo. All we had on FinTv yesterday repeated at least [--] times is how $NVDA is cheaper at [---] than it was at [---]. Nevermind no one is factoring in competition margin degradation less than perfect executionetc"  
[X Link](https://x.com/ryan554/status/1662081291095879680)  2023-05-26T13:00Z [---] followers, [--] engagements


"@DKellerCMT PE's no longer relevant for $SMH components it's now market cap relative to $NVDA - on that basis many components can run much further. FOMO is in full effect here and we all know that never ends well. Probabilities of getting through those DEC [--] ATH's seem very low"  
[X Link](https://x.com/ryan554/status/1662108216837263362)  2023-05-26T14:47Z [---] followers, [--] engagements


"$XBI $CVS and $CLF all lower but remember this rally is broad based"  
[X Link](https://x.com/ryan554/status/1662116401782423553)  2023-05-26T15:20Z [---] followers, [---] engagements


"Clearly $UBER is not included in all these $QQQ buy baskets"  
[X Link](https://x.com/ryan554/status/1663560937016803328)  2023-05-30T15:00Z [---] followers, [--] engagements


"$SPY to red and $VIX to green - $NVDA still up more than 5% - just remember Cramer's quote from earlier today Valuing $NVDA is more an art than a science.""  
[X Link](https://x.com/ryan554/status/1663568013134553090)  2023-05-30T15:28Z [---] followers, [--] engagements


"Some random PM just said on #CNBC that $V will be the next trillion dollar market cap because its PE is only a 30% premium to $SPY when it normally is 50% IMO these are the kind of wacky rationalizations we get at the end of manias not the beginning"  
[X Link](https://x.com/ryan554/status/1663620874979688448)  2023-05-30T18:58Z [---] followers, [--] engagements


"@BennMaldonado $AAPL WWDC kicks off on Monday - I think it probably marks the top for $AAPL and E's respectively. Of course if market is accepting of $AAPL in the 180's and with a [--] trillion market cap I'm wrong. Not seeing nearly enough signs from the broader market to warrant [----] + $E's"  
[X Link](https://x.com/ryan554/status/1664315767721017370)  2023-06-01T16:59Z [---] followers, [--] engagements


"@RevShark $AAPL up 1.5% $IWM up 1.28% - although there has been minor broadening out today it's really just more of the same - unfortunately"  
[X Link](https://x.com/ryan554/status/1664338776976400396)  2023-06-01T18:31Z [---] followers, [--] engagements


"$SMH is at a 40% premium to $SPY - analyst on #CNBC trying to tell the truth about current state of semiconductor industry and Jon Fortt doing his damnest to rip him apart. Said apart form $NVDA most of industry is weak - just came back from Asia - don't worry though buybuy"  
[X Link](https://x.com/ryan554/status/1665769834439745539)  2023-06-05T17:17Z [---] followers, [---] engagements


"Outside day for $AAPL - not for $QQQ however mainly thanks to $GOOG and $MSFT"  
[X Link](https://x.com/ryan554/status/1665799589071388682)  2023-06-05T19:15Z [---] followers, [--] engagements


"@BennMaldonado Outside day for $AAPL yesterday - generally indicative of a change in trend. U were bullish $NQ on this weekend's show $AAPL is over 12% - today may be interesting but after the run $NQ has had bulls will be buying until their money goes up in flames"  
[X Link](https://x.com/ryan554/status/1666064276635672581)  2023-06-06T12:47Z [---] followers, [---] engagements


"@MarkNewtonCMT @IBD @MarketSmith Outside day for $AAPL yesterday $SMH today - 20EMA for $QQQ in [---] area I think we visit forthwith"  
[X Link](https://x.com/ryan554/status/1666144543937363970)  2023-06-06T18:06Z [---] followers, [---] engagements


"@BennMaldonado Benn alert alert outside day today for $QQQ $SMH was yesterday $AAPL on Monday - Da Boyz aren't usually this obvious but $NQ looks to be breaking down"  
[X Link](https://x.com/ryan554/status/1666456824021696514)  2023-06-07T14:47Z [---] followers, [--] engagements


"@BennMaldonado Please tell @Plus3Forecast great call on the $NQ buffer zone from last weekend's show. Brushed lower edge this afternoon. [-----] was the drop dead zone. Probability we get there With all the outside days this week I suspect we hit [-----] at a minimum. Today was $AAPL's 2nd"  
[X Link](https://x.com/ryan554/status/1666538863710314498)  2023-06-07T20:13Z [---] followers, [--] engagements


"The buyers in $MSFT seem to have taken a vacation $AAPL not so much. Must be that Dan Rock of Gibraltar Ives PT raise yesterday - nothing to worry about here. $QQQ"  
[X Link](https://x.com/ryan554/status/1666875901726932992)  2023-06-08T18:32Z [---] followers, [--] engagements


"@RevShark There aren't too many bears left -buying power is more than likely mainly used up - futures opex next Wednesday may prove to be a turning point. The fact that $AAPL is once again drawing large flows is not exactly bullish.Thought $XERS might finally get a close above [--] tomorrow"  
[X Link](https://x.com/ryan554/status/1666904631669055495)  2023-06-08T20:26Z [---] followers, [---] engagements


"We sold $NVDA to buy $TSLA - Bill Baruch on #CNBC - the anecdotal evidence of a massive top is building and building"  
[X Link](https://x.com/ryan554/status/1667206011759804420)  2023-06-09T16:24Z [---] followers, [--] engagements


"This bubble is far larger than [----] - we had tiny market caps exploding to hundreds of millions back then. Now we have $NVDA and $AMD - not to mention the host of others. [----] was chickenfeed compared to this"  
[X Link](https://x.com/ryan554/status/1668244814398095362)  2023-06-12T13:12Z [---] followers, [--] engagements


"As I said last week bears had to manifest the selloff this week.Bulls won today by knockout barring something out of left field bulls now positioned to ride out the 2nd qtr with $SPX over [----] - prior highs in $AAPL and $SMH must be overcome this week. Price no longer matters"  
[X Link](https://x.com/ryan554/status/1668343359478579203)  2023-06-12T19:43Z [---] followers, [--] engagements


"All the outside days we saw last week have thus far proved futile. Today may be interesting - $SMH and $QQQ gapping to new [--] week highs again will the gaps hold Obscene amount of #AI mania priced into $AMD expect a meaningful reversal soon"  
[X Link](https://x.com/ryan554/status/1668603670676504577)  2023-06-13T12:58Z [---] followers, [--] engagements


"@RevShark On #CNBC just now what stock which hit an ATH today has the most upside left $NVDA $AAPL or $MSFT. They are promulgating this bubble and will take no responsibility when it pops. Most retail buyers of $NVDA have no idea what it does nor does many advisors"  
[X Link](https://x.com/ryan554/status/1669793036866297861)  2023-06-16T19:44Z [---] followers, [--] engagements


"@RevShark The bullishness is based on technicals and momentum only - it really is that simple. Should those turn downside is enormous. For example $MSFT doesn't have strong support until [---] zone. With price/sales and other metrics at nosebleed levels technicals are all they have"  
[X Link](https://x.com/ryan554/status/1671132210550697984)  2023-06-20T12:31Z [---] followers, [--] engagements


"@ScottWapnerCNBC just said $FDX has a low bar coming into the print tonight - don't worry though just another month until he starts saying the same thing before the prints for $AAPL $MSFT $META $AMZN etc"  
[X Link](https://x.com/ryan554/status/1671246345791741958)  2023-06-20T19:59Z [---] followers, [---] engagements


"@RevShark @realmoney This isn't a correction - it's a rotation. $JPM $UNH and $CAT all up big. Market does need to correct - but this is not it"  
[X Link](https://x.com/ryan554/status/1671534776992378889)  2023-06-21T15:06Z [---] followers, [--] engagements


"$AAPL and $MSFT distorting the entire tape - $SPY $QQQ"  
[X Link](https://x.com/ryan554/status/1671898530879885313)  2023-06-22T15:12Z [---] followers, [---] engagements


"@RBAdvisors $SMH beginning to meaningfully underperform $QQQ with $NVDA still extremely extended"  
[X Link](https://x.com/ryan554/status/1671971207778803734)  2023-06-22T20:01Z [---] followers, [---] engagements


"$XBI now less than 1% from testing 50DSMA $AAPL on the other hand more than 5% above its [--] circa 174"  
[X Link](https://x.com/ryan554/status/1672257567920123905)  2023-06-23T14:57Z [---] followers, [--] engagements


"@BennMaldonado The fulcrum of trade in the E's has been the refusal of "da Boyz" to sell $AAPL $MSFT $NVDA and $META - it really is that simple most other groups and sectors look ready to roll including $SMH. The reaction to 2nd QTR earnings reports from these companies will tell the tale"  
[X Link](https://x.com/ryan554/status/1672271275325112320)  2023-06-23T15:52Z [---] followers, [--] engagements


"$AAPL back to unchanged on the day that's all u really need to know about this tape - when and if $AAPL begins to underperform $QQQ and $SPY the tape will become precarious"  
[X Link](https://x.com/ryan554/status/1672283249903542273)  2023-06-23T16:40Z [---] followers, [--] engagements


"$AAPL made another ATH today - if the bulls cannot run $QQQ to an ATH next week I think it bodes very poorly for $QQQ in Q3 - keep a sharp eye on that [---] level"  
[X Link](https://x.com/ryan554/status/1672307013764743168)  2023-06-23T18:14Z [---] followers, [--] engagements


"@MarkNewtonCMT $FDX has rallied almost 10% since it's AH's low post print last week. Some very strange action but if the $SPY/ $QQQ loses $AAPL it's game set match"  
[X Link](https://x.com/ryan554/status/1673392675632848901)  2023-06-26T18:08Z [---] followers, [---] engagements


"$MSFT looking more like a H&S top - 331-332 zone crucial to trade back above if it cannot stay on top open door to [---] - remember valuation support for this security is [---] zone"  
[X Link](https://x.com/ryan554/status/1673681917919592450)  2023-06-27T13:28Z [---] followers, [--] engagements


"@sharkbiotech @RevShark Since the start of [----] $AAPL is up almost 40% after almost doubling in [----]. It's statistics like this that keep $XBI in the doghouse. It's relative performance to $QQQ has been atrocious. When and if $XBI can surpass [--] on volume it's upside is immense"  
[X Link](https://x.com/ryan554/status/1673842925254369280)  2023-06-27T23:57Z [---] followers, [---] engagements


"Is it me or doesn't it seem like $AAPL's PE has remained at [--] all the way from [---] to 190"  
[X Link](https://x.com/ryan554/status/1674086823159529473)  2023-06-28T16:07Z [---] followers, [--] engagements


"If you're not certain were in a bubble please put on #CNBC - Terranova making the case that $AAPL's PE should expand in coming QTR's. Please understand valuation has become completely irrelevant but it won't last forever - when valuation matters again did yourself a hole"  
[X Link](https://x.com/ryan554/status/1674087377793368064)  2023-06-28T16:09Z [---] followers, [--] engagements


"The anecdotal evidence in support of some type of $QQQ top just continues to mount - #CNBC now asking viewers to opine on whether $AAPL will hit [---] before July is over. This has all become a game - be careful not to get beaned"  
[X Link](https://x.com/ryan554/status/1674143514597249026)  2023-06-28T19:53Z [---] followers, [--] engagements


"Biggest question for $SPY/ $QQQ going forward is will $AAPL be accepted with a [--] handle the way it was with a [--] I did believe $AAPL would be accepted with the [--]. $AAPL has now gained 1.5T in market cap in last [--] years on next to zero sales growth"  
[X Link](https://x.com/ryan554/status/1674397579885309954)  2023-06-29T12:42Z [---] followers, [--] engagements


"$QQQ only down [--] basis points but with $AAPL green much weaker underneath - total collapse improbable however until $AAPL joins the party. My prior tweet should have read I did NOT think $AAPL's price would be accepted in the 180's"  
[X Link](https://x.com/ryan554/status/1674423144915046401)  2023-06-29T14:25Z [---] followers, [--] engagements


"Another talking head on #CNBC saying were in a confirmed bull market a young bull citing all kinds of random facts. I wonder if his data feeds have $XBI blocked Might want to add $CVS $WAG $UNH and many others to that list"  
[X Link](https://x.com/ryan554/status/1674509429910171667)  2023-06-29T20:11Z [---] followers, [---] engagements


"@NorthmanTrader Don't worry we will hear all day on #CNBC how the market is broadening - yeah right. Select industrials/cyclicals have had nice runs $CAT and $URI for example - but this tape is still dominated by $QQQ"  
[X Link](https://x.com/ryan554/status/1676592652366536707)  2023-07-05T14:03Z [---] followers, [---] engagements


"@RevShark As I tweeted yesterday Barbara Doran on #CNBC yesterday manifested the prevailing market view any selloff in $QQQ will be shallow and bought quickly because FOMO prevails - the levels of $MSFT and $AAPL on August [--] will tell us alot"  
[X Link](https://x.com/ryan554/status/1677667149526040578)  2023-07-08T13:13Z [---] followers, [--] engagements


"@JohnDoss1 To be correct you're going to need $SMH to breakout convincingly over [---] given anemic demand except for autos the only chance is $NVDA. I think $QQQ sees [---] before [---] given reaction to $MSFT $AAPL print is setting up to sell. $AAPL is up quite a bit more than #MSFT YTD"  
[X Link](https://x.com/ryan554/status/1684346672015458307)  2023-07-27T03:22Z [---] followers, [---] engagements


"With the demise of $AAPL yesterday the scariest part of the tape is that nearly everyone seems to be a buyer in the $SPX 4250-4400 region. Rarely do things work out the way most expect. The rest of the year may come down to the reaction to $NVDA in a few weeks"  
[X Link](https://x.com/ryan554/status/1687807674845401089)  2023-08-05T12:54Z [---] followers, [--] engagements


"@BennMaldonado Maybe so Benn but today's action in the cash market was all about $NVDA. $SMH clearly broke down last weekand everyone who followed the obvious trend lower got completely smoked. Interesting to see how tomorrow plays out - breadth was not impressive today and Friday is op-ex"  
[X Link](https://x.com/ryan554/status/1691182768670015488)  2023-08-14T20:19Z [---] followers, [----] engagements


"@BennMaldonado So trueBenn problem is everyone who got short $SMH last Friday had the odds distinctly in their favor. After briefly trading lower in the first [--] minutes $SMH was a moonshot higher. $MS upgrade of $NVDA was a big propellant. Sentiment in both directionsis extremely fragile"  
[X Link](https://x.com/anyuser/status/1691192198312710145)  2023-08-14T20:56Z [--] followers, [---] engagements


"@RevShark Take a look at the print from $ADI this morning - fundamentals in semi land are mixed to weak. $SMH extremely vulnerable to the downside if $NVDA print gets sold. Last weeks low of [------] will go quickly"  
[X Link](https://x.com/ryan554/status/1694334083751362669)  2023-08-23T13:01Z [---] followers, [---] engagements


"@KellyCNBC Kelly convo with Dom re $NVDA failed to include [--] crucial facts $NVDA's prior PE was in a zero interest rate regime - second forward PE assumes $NVDA will be able to maintain nearly 73% data center margins -there's no chance of that once this initial phase plays ou"  
[X Link](https://x.com/ryan554/status/1694770511291494768)  2023-08-24T17:55Z [---] followers, [--] engagements


"#CNBC just won't stop pumping $NVDA and tech in general - @ScottWapnerCNBC repeats at least [--] times a day that $NVDA is cheaper now than earlier in the month. They never talk about the reality that 73% margins in the semiconductor industry are not sustainable"  
[X Link](https://x.com/ryan554/status/1696920500671332498)  2023-08-30T16:19Z [---] followers, [--] engagements


"@ScottWapnerCNBC just pumped $AAPL and $NVDA to end his show - if that's not enough he's having Dan Ives as his guest later today. In what is essentially a news and earnings vacuum this pumping has a real effect. Frightening"  
[X Link](https://x.com/ryan554/status/1696931639220199505)  2023-08-30T17:03Z [---] followers, [--] engagements


"@RevShark Unlike $AAPL $MSFT never surpassed it's 50DSMA. As the recognized second greatest financial beneficiary of #AI very curious how poorly it trades"  
[X Link](https://x.com/ryan554/status/1697270737403347414)  2023-08-31T15:30Z [---] followers, [--] engagements


"@RevShark short term charts definitely bear that out - $GOOGL's investor day held this week probably didn't hurt either. AAPL had no bids last [--] to [--] weeks since Monday morning has been a vertical ramp strange"  
[X Link](https://x.com/ryan554/status/1697274020272463958)  2023-08-31T15:43Z [---] followers, [--] engagements


"@RevShark May sound simple but it really comes down to will $AAPL be able to maintain in 190's. If price is rejected up here road back to [---] will be sharp and swift. $QQQ will follow. $AAPL traded [---] on August [--]. That's almost [---] billion in [--] days"  
[X Link](https://x.com/ryan554/status/1697733198128546214)  2023-09-01T22:08Z [---] followers, [--] engagements


"@BennMaldonado $E's were able to continue the march north Friday for one reason $AAPL - was put some $AAPL stock a few weeks back so have been following tick by tick. Radical change in behavior Monday. Price being acc/rej in 190's controls short term direction of E's"  
[X Link](https://x.com/ryan554/status/1697969125195161943)  2023-09-02T13:46Z [---] followers, [--] engagements


"@JohnDoss1 Really can't get too negative $QQQ until $MSFT and $AAPL are back under their respective [--] DSMA's - once they are however I get expect the move south to be extreme. Huge wildcard in this whole $NVDA revenue from related companies - sure forensics are tearing it apart"  
[X Link](https://x.com/ryan554/status/1699197993562280132)  2023-09-05T23:09Z [---] followers, [---] engagements


"@JohnDoss1 Guess the sell side noticed big $MCD upgrade today"  
[X Link](https://x.com/ryan554/status/1699759300430778878)  2023-09-07T12:19Z [---] followers, [--] engagements


"@RonBaronAnalyst being allowed to go on #CNBC and pump his $TSLA position unchallenged and uninterrupted for nearly [--] minutes is simply criminal and indicative of the bubble which continues to inflate by the day"  
[X Link](https://x.com/ryan554/status/1701928463924380027)  2023-09-13T11:59Z [---] followers, [--] engagements


"Wait Chris Grisanti on $CNBC just said he can't buy $AAPL because of the multiple - however just before that he said he is buying $AMZN because they are cutting costs Outstanding example of the bubble mentality that pervades this tape"  
[X Link](https://x.com/ryan554/status/1702020284813869474)  2023-09-13T18:03Z [---] followers, [--] engagements


"When was the last time we didn't have a $VIX crush Friday Strong indication that next week may be the most volatile we've seen in quite some time. Fasten your seat belts. I'd be extremely hesitant to sell vol today. $MSFT loses [---] and [---] comes into play quick"  
[X Link](https://x.com/ryan554/status/1702727080960536990)  2023-09-15T16:52Z [---] followers, [--] engagements


"Wow never thought I'd see $MSFT give up [---] today - short term money must fear a large gap lower on Monday"  
[X Link](https://x.com/ryan554/status/1702757792988237938)  2023-09-15T18:54Z [---] followers, [--] engagements


"@RevShark No every single one has been the same - what's more important is that $QQQ buyers won't let go of $GOOG and $AMZN. Until till they do the cleanse that is more than essential cannot truly commence"  
[X Link](https://x.com/ryan554/status/1703771017116520518)  2023-09-18T14:00Z [---] followers, [--] engagements


"One really not look too deeply under the hood to see how misleading the headline indices are today - $QQQ $SPY"  
[X Link](https://x.com/ryan554/status/1703835870535536744)  2023-09-18T18:18Z [---] followers, [--] engagements


"@RevShark Savita Subramanian has trended bearish for more or less the last [--] years her new found optimism in [----] if paid attention to at all IMO should be viewed as a contrary indicator"  
[X Link](https://x.com/ryan554/status/1704474586392236145)  2023-09-20T12:36Z [---] followers, [--] engagements


"@JohnDoss1 The weakness in $MSFT really stands out - not so long ago $MSFT was the other stock along with $NVDA that was monetizing #AI - my how things have changed"  
[X Link](https://x.com/ryan554/status/1704572407845904688)  2023-09-20T19:05Z [---] followers, [---] engagements


"$MSFT now down 5.5% in last [--] sessions on nothing but money flow - I'm bearish $QQQ but there must be a substantial bounce coming soon - August low is [------] may tag that first maybe tomorrow"  
[X Link](https://x.com/ryan554/status/1704643641816346813)  2023-09-20T23:48Z [---] followers, [--] engagements


"The key to 1st half hour of trade this AM and thus the day's tone setter will be $MSFT - needs to hold [---] or the door to mid 290's will swing wide open. Technically $MSFT is broken must trade back above 20WEEKLY EMA circa [---]. 200DSMA 294"  
[X Link](https://x.com/ryan554/status/1706657843045097879)  2023-09-26T13:11Z [---] followers, [--] engagements


"@RevShark Risk on for sure but the depth of this squeeze sucks - key to rally was bears inability to break $SMH at [---] - yesterday's $GS comment about $MSFT wanting to buy $AMD #AI chips added fuel to the fire. Squeeze waning as I write - $VIX almost back to 15"  
[X Link](https://x.com/ryan554/status/1707760117796508020)  2023-09-29T14:11Z [---] followers, [--] engagements


"@tomthetrader1 At a minimum $QQQ appears headed to the [--] week EMA circa [---]. $AAPL battling with it's [--] right now $MSFT circa [---]. $SMH saved the $QQQ this week on more #AI speculation next week not so much"  
[X Link](https://x.com/ryan554/status/1707908259984687377)  2023-09-30T00:00Z [---] followers, [---] engagements


"The reaction post print in $NKE is extremely bearish for this tape - the hiding in magnificent [--] will meet a bitter end. $SPY"  
[X Link](https://x.com/ryan554/status/1708856353551265991)  2023-10-02T14:47Z [---] followers, [--] engagements


"@DanielTNiles Dan what blood in the streets Pull up a YTD chart of $AAPL and tell me there is blood in the streets. The fact you have been bearish and have covered most of your shorts makes me much more confident this drawdown has much further to go. Best of luck. $QQQ"  
[X Link](https://x.com/ryan554/status/1709573882066194772)  2023-10-04T14:19Z [---] followers, [---] engagements


"@RevShark I completely agree however bulls will retort with $AAPL has a larger market cap than the entire $IWM - IMO the unprecedented disparity between the indices in [----] leaves open the possibility that $QQQ/ $SPY implodes in the not too distant future"  
[X Link](https://x.com/ryan554/status/1709578467665396199)  2023-10-04T14:37Z [---] followers, [---] engagements


"@RevShark Once again dip buyers in $QQQ have been rewarded - thus the purgatory we've been living in continues. Like u said the market isn't weak enuf for a tradable bottom and today's movement just makes it worse - Even $AAPL bulls want to see the stock lower but it won't cooperate"  
[X Link](https://x.com/ryan554/status/1710004343758266750)  2023-10-05T18:49Z [---] followers, [--] engagements


"@RevShark Remember $TLT is lower today and not by a little - When $SPX broke the trendline circa [----] a massive squeeze ensued. This could all unravel early next week. - Tom Lee is on #CNBC in a few minutes all this market needs"  
[X Link](https://x.com/ryan554/status/1710369060519555255)  2023-10-06T18:58Z [---] followers, [---] engagements


"$META and $GOOG are not "cheap" stocks. They are cheap relative to $MSFT and $AAPL. Both have large cyclical exposure and have no economic slowdown priced in whatsoever. Also I'm old enuf to remember when both had risk from the harmful effects of social media. Now not so much"  
[X Link](https://x.com/ryan554/status/1712112621778866496)  2023-10-11T14:27Z [---] followers, [--] engagements


"If market sells off on #CPI print tomorrow $XLK has a bullseye on [---] - count on it"  
[X Link](https://x.com/ryan554/status/1712166132134625506)  2023-10-11T17:59Z [---] followers, [--] engagements


"Take a look at intraday chart of $QQQ from last Friday - high probability that if the initial move off #CPI print is to the upside we get the same chart only in reverse tomorrow"  
[X Link](https://x.com/anyuser/status/1712190561069719781)  2023-10-11T19:36Z [--] followers, [--] engagements


"$QQQ has risen 4.5% since low after #NFP release early Friday morning. Must wonder even on a benign #CPI print how much more is left"  
[X Link](https://x.com/ryan554/status/1712194173619597514)  2023-10-11T19:51Z [---] followers, [--] engagements


"Feels like $SPY has priced in a benign #CPI print tomorrow in the last hour of trading"  
[X Link](https://x.com/ryan554/status/1712196357694599194)  2023-10-11T19:59Z [---] followers, [--] engagements


"@JohnDoss1 Given the risk free rate is nearly 6% it's hard to rationalize why money is reaching for $AAPL with a PE over [--] and zero growth. Speaks to rampant complacency and a chase that is already well underway. $QQQ up 5% since Friday low - reverse that and were calling it a crash"  
[X Link](https://x.com/ryan554/status/1712442825365713252)  2023-10-12T12:19Z [---] followers, [--] engagements


"Take a look at the reaction to $PEP's earnings beat and then look at $SMH - Stacy Rasgon Bernstein's uber bullish Semi analyst was cautious on the group yesterday noting valuation - market doesn't care. The reaction to the forthcoming prints should be very interesting"  
[X Link](https://x.com/ryan554/status/1712477340616515820)  2023-10-12T14:36Z [---] followers, [--] engagements


"$FDX and $FCX both down 1.7% while $QQQ and $SMH soar - this market is broken - all that matters are flows and momentum"  
[X Link](https://x.com/ryan554/status/1712481683038208147)  2023-10-12T14:53Z [---] followers, [--] engagements


"$FCX now below Monday's low meanwhile $SMH is 7% higher than Monday's low- this is completely irrational as both sectors/indices are cyclical and subject to many of the same macro forces. Tape is off the reservation"  
[X Link](https://x.com/ryan554/status/1712497061076078844)  2023-10-12T15:54Z [---] followers, [--] engagements


"@JohnDoss1 @DKellerCMT Forgot $IWM bulls will point out it contains many unprofitable companies look at $MDY down 1.2%"  
[X Link](https://x.com/ryan554/status/1712500479119221198)  2023-10-12T16:08Z [---] followers, [--] engagements


"@RJRCapital Maybe so but bottom line is big money still not selling $AAPL $GOOG and $META. Things don't get scary until $QQQ breaks [---] to the downside. If that were to happen next week $VIX is minimum 35"  
[X Link](https://x.com/ryan554/status/1713190835792056667)  2023-10-14T13:51Z [---] followers, [--] engagements


"@JohnDoss1 Resilient yes but all these bounces in $QQQ are going to make the eventual drawdown that much more painful. Each of these bounces and pronouncements of resilience make buyers that much more aware that tech stocks can't go down - the inevitable crater will be deep"  
[X Link](https://x.com/ryan554/status/1714343718566650213)  2023-10-17T18:12Z [---] followers, [--] engagements


"4th QTR chase and resilient markets [--] most common phrases heard on Fintwit - $SPY"  
[X Link](https://x.com/ryan554/status/1714356486418141415)  2023-10-17T19:03Z [---] followers, [--] engagements


"@JohnDoss1 $QQQ showing some relative strength here - $SPY broke yesterday's low - $QQQ hasn't come close. (yet). U can write off to big move in $MSFT but it is what it is"  
[X Link](https://x.com/ryan554/status/1714663336061624556)  2023-10-18T15:22Z [---] followers, [---] engagements


"As stocks line $MS $FCX and $ABT continue to get pounded lower harder and harder to make sense of what's going on with $AAPL Immense downside in $AAPL but will it ever come to fruition"  
[X Link](https://x.com/ryan554/status/1715017102782828846)  2023-10-19T14:48Z [---] followers, [--] engagements


"@JohnDoss1 Taken a gander at $MS lately Below [----] lows - clearly pricing in some type of breakage in capital markets"  
[X Link](https://x.com/ryan554/status/1716519434695614713)  2023-10-23T18:18Z [---] followers, [--] engagements


"@RevShark Courtesy of Jamie and his planned stock sale - $JPM"  
[X Link](https://x.com/ryan554/status/1717906371998282133)  2023-10-27T14:09Z [---] followers, [--] engagements


"@RevShark $MSFT up 2.75% $AAPL up 1.4% $IWM up .8% - new boss same as the old boss"  
[X Link](https://x.com/ryan554/status/1718990511107629148)  2023-10-30T13:57Z [---] followers, [--] engagements


"Please look at the intraday chart of $MS - that's the "real" market we currently reside in. Period"  
[X Link](https://x.com/ryan554/status/1719750865798431226)  2023-11-01T16:18Z [---] followers, [--] engagements


"@MarkNewtonCMT Intradays on financials $JPM $MS look like grim death"  
[X Link](https://x.com/ryan554/status/1719760633497829792)  2023-11-01T16:57Z [---] followers, [---] engagements


"@MarkNewtonCMT Thanks for the info Mark I'm long $MS so that's hard to comprehend. $JPM has been bad too"  
[X Link](https://x.com/ryan554/status/1719769798190534820)  2023-11-01T17:34Z [---] followers, [--] engagements


"It's so disingenuous for Josh Brown to say $AAPL's still a buy here despite the lack of revenue growth because it's come in 10% from an ATH. $AAPL has tripled in the last [--] years despite the lack of revenue growth. Come on Josh were all not stupid"  
[X Link](https://x.com/ryan554/status/1720113569302278202)  2023-11-02T16:20Z [---] followers, [--] engagements


"@JohnDoss1 Take a gander at $FCX - tells u all u need to know"  
[X Link](https://x.com/ryan554/status/1720463441939386754)  2023-11-03T15:30Z [---] followers, [--] engagements


"@MelissaLeeCNBC Melissa what are u talking about RE $AAPL $AAPL was up 5% this week - Underperformed $QQQ but certainly wasn't a big drag"  
[X Link](https://x.com/ryan554/status/1720548929899827633)  2023-11-03T21:10Z [---] followers, [--] engagements


"$FCX is down over 4% and is 7% below Friday's high - no one cares however because $AAPL is above the trendline. This tape is way more dangerous than $VIX would indicate"  
[X Link](https://x.com/ryan554/status/1721970306254876710)  2023-11-07T19:18Z [---] followers, [--] engagements


"$AVGO is virtually [---] % above it's [--] week low - $FCX is 3% above its [--] week low. These are [--] highly cyclical corporations. Both extremely well run and good stewards of capital. That disparity makes absolutely no sense whatsoever"  
[X Link](https://x.com/ryan554/status/1721989502464385464)  2023-11-07T20:34Z [---] followers, [--] engagements


"$FCX one of the most important economic barometers in the $SPY is now less than 1% from a new [--] week LOW - But as Bill Baruch just told us on #CNBC we are about to enter the 2nd year of a bull market. Bullshit"  
[X Link](https://x.com/ryan554/status/1722319917628670113)  2023-11-08T18:27Z [---] followers, [--] engagements


"@ScottWapnerCNBC takes multiple shots at $MS's Mike Wilson almost everyday now - smells like desperation"  
[X Link](https://x.com/ryan554/status/1722347454375358583)  2023-11-08T20:16Z [---] followers, [--] engagements


"New [--] week low for $FCX - maybe I'm stupid but how much more obvious can it be that the cyclical companies that dominate the $QQQ will have recession priced into them by the end of Q1 [----]. What does that equate to in price At the very least sub 300"  
[X Link](https://x.com/ryan554/status/1722993208274071594)  2023-11-10T15:02Z [---] followers, [--] engagements


"@timseymour So much for your proclamation that the top heaviness of the $SPY had reached its apex. I truly have never seen anything like this. $SMH is just as cyclical as $FCX - take a look at performance disparity. Inventories extremely heavy in semi land but no one cares"  
[X Link](https://x.com/ryan554/status/1723016855042875779)  2023-11-10T16:36Z [---] followers, [--] engagements


"@timseymour That was hilarious - LZ4 - Allman Brothers was his fav - I think I remember guy joking u are from Scarsdale I'm older than u but I know you're a drummer. Do u remember a band from the 90's Too Much Joy Their drummer was my best friend growing up. The bassist and guitarist"  
[X Link](https://x.com/ryan554/status/1723166597152383054)  2023-11-11T02:31Z [---] followers, [--] engagements


"Probably a good time to remind yourself that the bullish analyst from $MS said he would be interested in picking up $AAPL circa [---]. As it approaches [---] might be a good time to SELL"  
[X Link](https://x.com/ryan554/status/1724825224409915701)  2023-11-15T16:22Z [---] followers, [--] engagements


"@RevShark Even the bullish analyst from $MS said he would add to $AAPL circa [---] that was before the last print which was definitely not positive relative to expectations. Downside risk in this tape completely ignored. Today's narrative will return to who needs the other [---] $SPY stocks"  
[X Link](https://x.com/ryan554/status/1725171378792411353)  2023-11-16T15:18Z [---] followers, [---] engagements


"Congratulations to Joe Terranova @ScottWapnerCNBC was waving his pom poms as fast and vigorous as he could Joe stood his ground and said he prefers bonds over stocks and most of the chase for performance has already occurred. Well done Joe"  
[X Link](https://x.com/ryan554/status/1725246102331338850)  2023-11-16T20:14Z [---] followers, [--] engagements


"Remember when $GOOG gapped almost 10% lower last month off a bad earnings print - Yeh neither do I"  
[X Link](https://x.com/ryan554/status/1727059233110388829)  2023-11-21T20:19Z [---] followers, [--] engagements


"@kkhackfest @RichCimini can't be any worse especially now with the pick six Trevor can throw on first down that's the key"  
[X Link](https://x.com/ryan554/status/1728161526014509304)  2023-11-24T21:19Z [---] followers, [--] engagements


"If we don't get a proper drawdown this week $VIX will close Friday well below [--]. That's difficult to rationalize"  
[X Link](https://x.com/ryan554/status/1729235379256000845)  2023-11-27T20:26Z [---] followers, [--] engagements


"@JohnDoss1 $IWM and $MDY not acting well - no where near recent highs. $SMH broke [---] today but then recovered. $JBL lowers revenue guidance AH. Move in $MSFT pure momentum has replaced $AAPL as cash alternative"  
[X Link](https://x.com/ryan554/status/1729614641762849003)  2023-11-28T21:33Z [---] followers, [---] engagements


"@dampedspring Hi Andy big fan You're latest call on @CNBCFastMoney has gone against you mightily - wondering if u still are sticking to it or have flipped IMO rates are likely bottoming right around here. Stocks they've broken the trend line circa $SPX [----] so anything is possible"  
[X Link](https://x.com/ryan554/status/1731335602224644500)  2023-12-03T15:32Z [---] followers, [----] engagements


"If this ugliness continues in $SPY for the duration of today even if $IWM and $MDY continue to hold up expect to see large gaps lower in these junior indices tomorrow. Key off $FCX particularly ugly"  
[X Link](https://x.com/ryan554/status/1731700274471788845)  2023-12-04T15:41Z [---] followers, [--] engagements


"$FCX has now given up all but a few pennies of Friday's ramp - $FCX trades in harmony with the have nots ie. $MDY $KRE and $IWM. IMO the aforementioned will have a large drawdown in simpatico with $FCX very soon"  
[X Link](https://x.com/ryan554/status/1731753371265036497)  2023-12-04T19:12Z [---] followers, [--] engagements


"This hit by @ericjackson might just be the top for junk equities. I mean pushing shit like $COIN and $AFRM after these runs is negligent pure and simple"  
[X Link](https://x.com/ryan554/status/1731774783291789667)  2023-12-04T20:37Z [---] followers, [--] engagements


"The action in $FCX portends a recession in the next [--] to [--] months - pay attention"  
[X Link](https://x.com/ryan554/status/1732076899759772091)  2023-12-05T16:38Z [---] followers, [--] engagements


"The price action in $FCX continues to be abysmal and points to an economy that is much weaker than current equity valuations would have u believe. The moment of truth for equities appears to be close at hand. $SPY"  
[X Link](https://x.com/ryan554/status/1732444482723791169)  2023-12-06T16:58Z [---] followers, [--] engagements


"@SaraEisen Take a look at $FCX Sara Dr. Copper - speaks to a much weaker economy than current equity valuations would dictate"  
[X Link](https://x.com/ryan554/status/1732445184569250287)  2023-12-06T17:01Z [---] followers, [--] engagements


"@DivineFriars Carter is sucking all the offensive oxygen out of the room - Love the guy's effort and determination but PC will have a horrible season if DC remains our primary scorer. Coach has much work to do to restore confidence to the other guards. Barron needs to start. #PCBB"  
[X Link](https://x.com/ryan554/status/1732477122151579865)  2023-12-06T19:08Z [---] followers, [---] engagements


"@Convertbond Have u seen $FCX Indices are completely oblivious"  
[X Link](https://x.com/ryan554/status/1732478836468588959)  2023-12-06T19:15Z [---] followers, [--] engagements


"Along with many other stocks $FCX gapped higher last Friday and traded up to [-----]. Currently crossing at [-----] on no fundamental company news. Market yawns and piles into $AAPL. Be careful"  
[X Link](https://x.com/ryan554/status/1732800137573904459)  2023-12-07T16:32Z [---] followers, [--] engagements


"@JohnDoss1 Glad someone of repute finally said it - this market gets more like the 99/00 era each and every day - minus the IPO frenzy. Mag [--] will woefully underperform in [--]. $SPY. Pundits completely ignore the market cap being added by these behemoths - makes [--] look like childs play"  
[X Link](https://x.com/ryan554/status/1733127907210375580)  2023-12-08T14:14Z [---] followers, [--] engagements


"Eric Woodring from $MS was on with @ScottWapnerCNBC around [--] weeks ago and said he would find value in $AAPL circa [---]. Today he raised his price target to [---] - don't care what his rationale was the PT raise is in response to $AAPL's price performance - it's a bubble folks"  
[X Link](https://x.com/ryan554/status/1733196994108141756)  2023-12-08T18:48Z [---] followers, [--] engagements


"@RJRCapital $AVGO is up 10% on nothing - this is more bubble like behavior - be careful"  
[X Link](https://x.com/ryan554/status/1734308990962557109)  2023-12-11T20:27Z [---] followers, [--] engagements


"@TradingThomas3 $AVGO is up 10% on nothing this is not healthy action - $AVGO's market cap borders on half a trillion - again this bubble makes [----] look like child's play"  
[X Link](https://x.com/ryan554/status/1734309878322155954)  2023-12-11T20:31Z [---] followers, [---] engagements


"$QQQ up [--] cents AH on $ORCL's earnings and revenue miss - makes sense no"  
[X Link](https://x.com/ryan554/status/1734324671686811709)  2023-12-11T21:29Z [---] followers, [---] engagements


"@RevShark The fact that $QQQ is up [--] cents AH despite $ORCL tells u all u need to know about the current state of tech stocks"  
[X Link](https://x.com/ryan554/status/1734325023593115905)  2023-12-11T21:31Z [---] followers, [---] engagements


"@MasterPandaWu There is no doubt we can run higher stocks like $MS and $FCX will lead. If this transpires however we will be set up for one of the largest collapses ever for $SPX - it's the timing that will be mind numbing"  
[X Link](https://x.com/ryan554/status/1734377911359013261)  2023-12-12T01:01Z [---] followers, [---] engagements


"@RevShark Today was not a day to put on shorts but that day is fast approaching. We are now above $SPX [----] - sentiment can't get more positive - checkout $ADBE AH - then look back to $ORCL - reality will matter eventually"  
[X Link](https://x.com/ryan554/status/1735045954355511797)  2023-12-13T21:16Z [---] followers, [---] engagements


"$AVGO 400B market cap is up 30% in last week Nothing to worry about here"  
[X Link](https://x.com/ryan554/status/1735684793151443363)  2023-12-15T15:34Z [---] followers, [--] engagements


"@MasterPandaWu $VIX has stayed green all day - $NVDA bounced off ATH - U may be on to something -"  
[X Link](https://x.com/ryan554/status/1736850917406769609)  2023-12-18T20:48Z [---] followers, [---] engagements


"After $DE's last print on Nov [--] $CAT traded down to [---] - now crossing near [---]. That's more than 20% in less than a month. Sorry folks but this is surreal market activity. Something is terribly broken within this tape. $SPY"  
[X Link](https://x.com/ryan554/status/1737198539208314998)  2023-12-19T19:49Z [---] followers, [--] engagements


"@JohnDoss1 $NVDA tripled the loss in $SPX yesterday - today up 1.2% while $SPX up .8%. Tired at the very least"  
[X Link](https://x.com/ryan554/status/1737862901891776534)  2023-12-21T15:49Z [---] followers, [--] engagements


"The complacency in this tape exemplified mightily by $SPY being unchanged AH despite $NKE drawing down by more than 10%. None of these warnings matter until they do and then they all matter at once - that's how u get weakness out of nowhere"  
[X Link](https://x.com/ryan554/status/1737985587179581920)  2023-12-21T23:57Z [---] followers, [---] engagements


"@JohnDoss1 Will [---] $SMH hold throughout January If $NVDA cannot meaningfully say goodbye to [---] on the upside the odds strongly favor that $SMH will retest [---] before February says hello"  
[X Link](https://x.com/ryan554/status/1741631456022052949)  2024-01-01T01:24Z [---] followers, [---] engagements


"@JohnDoss1 Been trading $NVDA short term calls/puts heavily a/o late. Based on my real word feel and P&L of course I can tell u $NVDA must breach [---] - otherwise momentum will switch quickly. $AMD has led but is way too stretched. [---] won't stop the down move if it comes"  
[X Link](https://x.com/anyuser/status/1741836092532199899)  2024-01-01T14:57Z [--] followers, [--] engagements


"Absolutely no fear present in this tape despite the jump in the $VIX. Proof u ask $JPM new ATH"  
[X Link](https://x.com/anyuser/status/1742212020236156953)  2024-01-02T15:51Z [--] followers, [--] engagements


"@TripleDTrader True but absolutely no liquidation. Fear is still absent from this tape. $JPM ATH. The "real" selling has yet to begin"  
[X Link](https://x.com/ryan554/status/1742225049023627705)  2024-01-02T16:43Z [---] followers, [--] engagements


"@JohnDoss1 $MDY lost [---] that was key. All the "broadening out" gains post Powell presser now in extreme jeopardy. $MDY has basically clear sailing down to [---] - in that scenario $SMH has a tough time holding [---]. $MS looks like a tasty short"  
[X Link](https://x.com/anyuser/status/1742576400190632078)  2024-01-03T15:59Z [--] followers, [--] engagements


"Hard to take this drawdown seriously with $JPM crossing at [---] - the bloodletting has not really begun. $SPY"  
[X Link](https://x.com/anyuser/status/1742578715417072095)  2024-01-03T16:08Z [--] followers, [--] engagements


"$JPM is clearly becoming the new $AAPL or market darling. This vertical ascent is getting a wee bit ridiculous however"  
[X Link](https://x.com/ryan554/status/1742939935999701375)  2024-01-04T16:03Z [---] followers, [--] engagements


"Risk/reward in $FCX really skewed to the downside here. $FCX could trade [----] in a heartbeat be careful"  
[X Link](https://x.com/ryan554/status/1742986172111167673)  2024-01-04T19:07Z [---] followers, [--] engagements


"@JohnDoss1 Not so sure JohnRasgon the very bullish Bernstein semi analyst expects a tough year for $SMH saying the easy money has been made.Look at $MCHP AH fundies will matter eventually. Very few bears left - the bullish side of the boat is way overcrowded. Doubt $SPX goes further"  
[X Link](https://x.com/ryan554/status/1744472184091721756)  2024-01-08T21:32Z [---] followers, [---] engagements


"The price action in $CLF speaks directly to the material fear that the US economy will see a material and potentially long lasting economic slowdown beginning in the next [--] to [--] months"  
[X Link](https://x.com/ryan554/status/1744737364713590792)  2024-01-09T15:06Z [---] followers, [--] engagements


"$CLF at low of day while $SMH continues its near vertical ascent despite many warnings throughout the sector - something is rotten in Denmark - be careful"  
[X Link](https://x.com/anyuser/status/1744800280225407049)  2024-01-09T19:16Z [--] followers, [---] engagements


"This is very unhealthy action as investors pile into $MSFT $GOOG and $META at the expense of everything else. $RSP lower"  
[X Link](https://x.com/ryan554/status/1745096365888229585)  2024-01-10T14:52Z [---] followers, [--] engagements


"If you're a bull and believe this is a bull market one must ask himself why do $GDX and $CLF continue to get pounded lower each and every day $SPY"  
[X Link](https://x.com/ryan554/status/1745102717431816339)  2024-01-10T15:18Z [---] followers, [---] engagements


"$MSFT $NVDA $GOOG $META and $AMZN will not be able to propel market above $SPX [----] post #CPI. Either the YTD laggards get back on the horse $IWM especially or this tape trades much lower"  
[X Link](https://x.com/ryan554/status/1745112041809932472)  2024-01-10T15:55Z [---] followers, [---] engagements


"From these levels when $VIX trades above [--] again it will feel like Armageddon and likely triggers a "Markets in turmoil" special on #CNBC"  
[X Link](https://x.com/anyuser/status/1745121814139871322)  2024-01-10T16:33Z [--] followers, [--] engagements


"$SPY now comfortably above Wednesday's low - $NVDA $AMZN and $MSFT continue to find buyers. IMO it's a temporary reprieve"  
[X Link](https://x.com/ryan554/status/1745510352521945566)  2024-01-11T18:17Z [---] followers, [---] engagements


"$META [----] bulls started offloading the stock last year circa [---] - $META now crossing at [---] -remember this is the largest tech bubble ever. Makes early 2000's seem like child's play.I'm old enuf to remember when traders were afraid of $META due to social harm -now not so much"  
[X Link](https://x.com/ryan554/status/1745852698220470424)  2024-01-12T16:58Z [---] followers, [--] engagements


"Anyone notice $DAL down over 8% today Yea me neither. Probably a good time to buy some more $META it's cheap"  
[X Link](https://x.com/ryan554/status/1745854295738585371)  2024-01-12T17:04Z [---] followers, [--] engagements


"This near 6% reversal in $MS pre-market is anything but bullish. Luckily sold out of most shares at [-----] circa [---] EST - currently bids [----]. Still have a small position that is deeply red. $SPY"  
[X Link](https://x.com/ryan554/status/1747256193364480045)  2024-01-16T13:55Z [---] followers, [--] engagements


"@JohnDoss1 As banks and $AAPL continue to slide lower pre-market bid keeps rising in $MSFT and $NVDA - algos have destroyed this tape and I definitely view some type of "short circuit" as a distinct possibility"  
[X Link](https://x.com/ryan554/status/1747258855741075835)  2024-01-16T14:05Z [---] followers, [---] engagements


"The action in $MS is absolutely putrid and speaks to a much larger move lower for $SPX. It's a matter of when not if and when is probably around the corner"  
[X Link](https://x.com/ryan554/status/1747327577063088178)  2024-01-16T18:38Z [---] followers, [--] engagements


"@hmeisler [--] handles is basically 1% - many stocks and sectors have been decimated - for example $BA $MS $DAL and $XBI. IMO $SPX is on the precipice of a major move lower"  
[X Link](https://x.com/ryan554/status/1747344947508879734)  2024-01-16T19:47Z [---] followers, [---] engagements


"@RevShark Tomorrow is the day lagging sectors like $XBI outperform while $SPX plays catch up to the downside"  
[X Link](https://x.com/ryan554/status/1747357386434556066)  2024-01-16T20:37Z [---] followers, [---] engagements


"Despite the absolute price carnage taking place beneath the indices not an iota of fear from the pundits on @ScottWapnerCNBC noontime show. We are nowhere near a bottom. $SPY"  
[X Link](https://x.com/ryan554/status/1747680572850250179)  2024-01-17T18:01Z [---] followers, [--] engagements


"@RevShark All true yet the intraday money flow into $AMD $MSFT and $AAPL continues unabated"  
[X Link](https://x.com/ryan554/status/1747681575230152792)  2024-01-17T18:05Z [---] followers, [--] engagements


"$CLF looks to close below [--] - it has completely broken down"  
[X Link](https://x.com/ryan554/status/1747718686859804755)  2024-01-17T20:33Z [---] followers, [--] engagements


"Today may be the most important day of trading in [----]. This 3% gap higher in $SMH has all the flavor of a blow off top. Remember Rasgon from Bernstein was intimating that $AMD had gone too far circa [---] now [---]. $MSFT approaching a [--] handle Watch closely"  
[X Link](https://x.com/ryan554/status/1747974723776967077)  2024-01-18T13:30Z [---] followers, [--] engagements


"@JohnDoss1 Look at the price action in $MS post Tuesday's print - something bad is brewing - I can feel it"  
[X Link](https://x.com/ryan554/status/1748013534942789646)  2024-01-18T16:04Z [---] followers, [--] engagements


"$SPX down 1/10 of 1% on the week $FCX and many other stocks down 6.8% or more on week - makes sense no"  
[X Link](https://x.com/ryan554/status/1748084406353269046)  2024-01-18T20:46Z [---] followers, [--] engagements


"@RevShark If it doesn't happen first the earnings prints should provide the impetus for some type of reversion. The relative strength in mega caps is based mainly on the "dream" of #AI - only $MSFT $NVDA and maybe $AVGO have seen actual earnings revisions upward. $MSFT P/S ATH"  
[X Link](https://x.com/ryan554/status/1748735726445822191)  2024-01-20T15:54Z [---] followers, [---] engagements


"@bluechipdaily Larry really respect u but this bubble is much larger. I too was trading back then with all the SOES bandits and the like. It's all about market cap Larry. These companies being bid up today are the largest in the world. $NVDA 's cap is larger than $XOM $CVX and many"  
[X Link](https://x.com/ryan554/status/1749079269093904851)  2024-01-21T14:39Z [---] followers, [---] engagements


"While $QQQ and $XLK are both indicating up by over [--] basis points $FCX looks to be down around 1% welcome to January 2024"  
[X Link](https://x.com/ryan554/status/1749421626779717791)  2024-01-22T13:19Z [---] followers, [--] engagements


"@JohnDoss1 John if this were the case $FCX would be jumping - trades like grim death and looks like its headed to [--] Earnings on Wednesday"  
[X Link](https://x.com/ryan554/status/1749509594391449783)  2024-01-22T19:09Z [---] followers, [--] engagements


"@verrone_chris Hi Chris just saw your hit on #CNBC - insightful as always. One question however u were harping on the cyclical groups and their strength justifying current index levels. Seen $FCX lately Canary in the coal mine or a real worry"  
[X Link](https://x.com/ryan554/status/1749530711650947285)  2024-01-22T20:33Z [---] followers, [--] engagements


"Considering $FCX is trading 12% off its late December highafter underperforming badly in 2023while $SPX is at ATHI would surmise that the reaction to tomorrow morning's print is extremely important to the overall health of this tapenot to mention to the broadening we all want"  
[X Link](https://x.com/ryan554/status/1749887291978387527)  2024-01-23T20:10Z [---] followers, [--] engagements


"After leading the 1st hour $CLF now red - something is deeply wrong with this tape that is being masked by the megacaps"  
[X Link](https://x.com/ryan554/status/1749894597340180722)  2024-01-23T20:39Z [---] followers, [--] engagements


"The most important data point to have on your screens today is $VIX nothing else is close"  
[X Link](https://x.com/ryan554/status/1750880781931573429)  2024-01-26T13:58Z [---] followers, [--] engagements


"For all the hypersonic bulls please notice the action in $MS - not exactly bullish"  
[X Link](https://x.com/ryan554/status/1751984901631430869)  2024-01-29T15:05Z [---] followers, [--] engagements


"JoeT really makes me laugh last December he was predicting that the megacaps would suffer in [----] and market would need to broaden out. Also he was predicting a tought start to the year. Today after a much further advance in these stocks he's arguing for more gains. #CNBC"  
[X Link](https://x.com/ryan554/status/1752016418063687735)  2024-01-29T17:10Z [---] followers, [--] engagements


"@RevShark Guess u haven't turned on #CNBC for a long while. It's a competition to see which pundit can be more bullish - one exception is Jenny Harrington"  
[X Link](https://x.com/ryan554/status/1752056515341484438)  2024-01-29T19:49Z [---] followers, [--] engagements


"@carlquintanilla @SquawkCNBC I found Savita much more palatable when she was bearish which she has been for the majority of the ride since 09"  
[X Link](https://x.com/ryan554/status/1752678293105484082)  2024-01-31T13:00Z [---] followers, [---] engagements


"Notre Dame leadership meets with Pope Francis"  
[X Link](https://x.com/ryan554/status/1753796353644270071)  2024-02-03T15:03Z [---] followers, [--] engagements


"$NKE [-----] - but who needs sneakers when u have AI#############"  
[X Link](https://x.com/ryan554/status/1754534761169596809)  2024-02-05T15:57Z [---] followers, [--] engagements


"@allstarcharts Look I'm positioned for a large move to the downside but until they are willing to sell $NVDA $META $MSFT and $AAPL $SPX just isn't going lower. $MSFT bounced right above 9DEMA that's the key level to watch for all the megacaps. If we trade below 😃😃😃😃"  
[X Link](https://x.com/ryan554/status/1754665279693484069)  2024-02-06T00:36Z [---] followers, [---] engagements


"@allstarcharts $MS led on the move up post October simply cannot catch a bid and appears to be headed lower"  
[X Link](https://x.com/ryan554/status/1755618922194170321)  2024-02-08T15:45Z [---] followers, [---] engagements

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