Data, evidence, markets, outliers, opinions my own, no financial advice

New York, NY
Joined April 2009
1 year ago today the BEAR KILLER SIGNAL flashed This was during the height of the Tariff Liberation Day Crash The media told you to sell it all Evidence said BUY IT ALL Sometimes you need to look backwards to see the future $spx $spy $qqq #CRASH tradesmith.com/tradesmith-da…
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BEAR KILLER SIGNAL COMING 🐻🏹
👉NOW is a replay of October 2023 👉Rates were highest since 2007 👉BMI reached rare OVERSOLD 👉Signal said face ripper ahead...100% positive hit rate 👉It NAILED IT 👉We will reach the green zone within weeks 👉Most will miss the ripper $SPY $QQQ moneyflows.com/blog/stocks-s…
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Anyone buy the $META dip ?
This is rare Meta Platforms $META is trading at valuations last seen October 2023 Forward P/E 17
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Here's what happens to #stocks post the initial Fed interest rate hike @MoneyFlows_com 1-month = -3% 🔴 3-month = -2% 🔴 6-month = +6% 🟢 $SPY #sp500
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Lucas Downey retweeted
SanDisk $SNDK saw immense institutional buying at $50 last August Read that again
$SNDK That's the stairway to heaven
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Lucas Downey retweeted
Micron $MU started getting measurable institutional interest last June right around $100 Read that again
Imagine for a moment believing that the Micron Tech $MU beat and raise was new information 10 inflow signals heading into the report
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Lucas Downey retweeted
#OpticalStocks crashed... ...even as the whole space provided excellent #earnings. The latest #drawdown as solid #BuyTheDip opportunity. 2 #stocks have reached compelling #valuations. 💫READ⬇️(Link in the Comments) #Photonics #FiberOptics #RIA #Datacenters $COHR $FN #Coherent #Fabrinet #MoneyFlows
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Signal
July 29th was the low for AI stocks due to a forced unwind That day we saw an ultra rare signal with a historical 100% win-rate Mega rotations are crazy bullish 200+ inflows alongside 90+ outflows = prepare for face ripper We sent this to PRO members 7/29 $SPX #sp500
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Lucas Downey retweeted
The trade of the year is under pressure. #Memory and #StorageStocks have slid into a #BearMarket. 2 #stocks represent extreme value! 2⃣ #Oversold #MemoryStocks to Buy After the #Crash 🚨READ⬇️ @LukeDowney #IPO #RIA #stocks $SNDK $MU $SKHY $WDC #SanDisk #Micron #SKHynix #Q3
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Lucas Downey retweeted
Are your #AIstocks bleeding from the recent #TechCrash? Don't panic—this #pullback is a massive opportunity to buy #oversold companies. 3 #AI #Stocks are a Screaming Buy After #Crash 📺WATCH➡️ youtu.be/Mnftp86xpwA Here are 3 AI powerhouses that are screaming buys right now: 📉#Corning ( $GLW): Down nearly 30%. With a PE below 50 and major optical fiber data center deals with $META, #Nvidia, #Amazon $AMZN, and Broadcom, Corning is targeting a massive $40 billion annualized sales run rate by 2030. 📉#Broadcom ( $AVGO): Down 25% with a cheap 21.5 PE. Their free cash flow is estimated to surge to a staggering $125 billion by 2028, and analysts currently see a 40% upside with a $525 price target. 📉#Nvidia ( $NVDA): Down nearly 18% with a rock-bottom 18 PE. They build the GPU engines powering the AI future and have a backlog so massive that they are projecting $686 billion in top-line revenue by 2029. Opportunity on Wall Street often looks like #fear and destruction. Don't lose sight of the next decade by focusing on the next quarter! 📺WATCH➡️ youtu.be/Mnftp86xpwA #Tech #Crash #Investing #BuyTheDip #MoneyFlows
🤖 Made with AI
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Lucas Downey retweeted
Missed the big #memory trade? 📈 #SiliconPhotonics is the next massive opportunity in #AI. Best 5 #Silicon #PhotonicsStocks to Buy in 2026 📺WATCH➡️youtu.be/jCjzWVew1NI Traditional copper wires generate too much heat and are causing massive "information congestion" in today's #DataCenters. The solution? Transmitting data at the speed of light ⚡️. Discover the 5 stocks powering this optical revolution: 1️⃣ #Lumentum ( $LITE) 2⃣ #Coherent ( $COHR) 3️⃣ #MarvellTechnology ( $MRVL) 4⃣ #GlobalFoundries ( $GFS) 5️⃣ #TowerSemiconductor ( $TSEM) Watch our full breakdown video now! 📺WATCH➡️youtu.be/jCjzWVew1NI #TechStocks #Investing #StockMarket $NVDA #NVIDIA #JensenHuang #Photonics
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Crazy 1st half 2026 returns (data going back to 1973): Micron +304.6% - record Intel +278.4% - record Marvell +251% - record Corning +192.7% - record Applied Materials +182% - best since 1975 AMD +171.2% - best since 1975 $MU $INTC $MRVL $GLW $AMAT $AMD
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Lucas Downey retweeted
#QuantumComputing is the next massive #TechRevolution, with huge investments pouring in from the government and companies like $IBM. 5⃣ Best #Quantum Computing Stocks for 2026 📺WATCH➡️youtu.be/lJn8Lfr_Jqg But instead of betting on unproven "racehorses," #investors should look at the highly profitable "picks and shovels" that supply the #quantum "racetrack". In our latest video, we break down the 5 essential layers of the quantum stack and our top 5⃣ #stocks from the $QTUM #ETF: 🧠 Control: $AMD 💾 Memory: $MU ⚡ Connectivity: $ALAB 🛠️ Manufacturing: $LRCX 🔬Precision: $KLAC Watch the full video to see why we prefer these highly profitable leaders over lower-scoring pure-plays like $ARQQ and $RGTI! 🎥 📺WATCH➡️youtu.be/lJn8Lfr_Jqg #TechStocks #Investing #MoneyFlows
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Lucas Downey retweeted
#QuantumComputing is a national priority. Don't chase low-quality pure plays. Own the #PicksAndShovels that matter. 3⃣Top #QuantumStocks to Own in 2026 💫READ⬇️(Link in the Comments) #Quantum #AI #AIstocks #MoneyFlows #RIA #Investing $LRCX #LamResearch $AMD #KLACorp $KLAC
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RT @FXEmpirecom: 🎙️ New FXEPodcast Episode, Watch now! youtu.be/gTM_ZhluAYk AI Bubble or Multi-Year Boom? In this episode, we sit dow…
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Trade of the year!
Are #Memory and #StorageStocks still the #TradeoftheYear? The answer is a resounding yes! 5 AI Storage & #MemoryStocks for SEVERE #ChipShortage 📺WATCH➡️youtu.be/vs6HVvufr3c #Largelanguagemodels are driving insatiable demand, creating severe bottlenecks across the entire 5-layer #AImemory stack. Here are the 5 pillar #stocks powering this #AIrevolution: 🔹#Micron Technology ( $MU) 🔹#SanDisk ($SNDK) 🔹#Seagate Technology ($STX) 🔹#WesternDigital ( $WDC) Watch the full video to dive into the hard #data and fundamental drivers keeping these stocks elevated for years to come, and don't forget to like and subscribe! 📺WATCH➡️youtu.be/vs6HVvufr3c #AIstocks #AI #ArtificialIntelligence #TechStocks #Investing #StockMarket @LukeDowney #LLM #MoneyFlows
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SanDisk $SNDK is expensive you say?
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Adobe $ADBE PE is 8 That's not a typo
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Lucas Downey retweeted
Everyone thinks of #AI as a #software boom, but it's actually a massive #energy challenge. Modern #AIdatacenters are demanding gigawatts of #electricity to run! ⚡️ Best 3 #AIPower Stocks to Buy Now in 2026 📺Watch➡️youtu.be/nyGdC44fljc We just broke down the "AI #Power Stack" and revealed 3 under-the-radar grid infrastructure #stocks that averaged a massive 96% gain over the past year: 🏭#GEVernova ( $GEV): The foundation, building equipment for power generation and grid infrastructure. 🔋#MonolithicPower ( $MPWR): The chips that convert, clean, and efficiently manage electricity for thousands of servers. ☀️ #Nextpower ( $NXT): Optimizing how energy is delivered and stored for the grid. Watch the full breakdown on our YouTube channel! 📺Watch➡️youtu.be/nyGdC44fljc #AIStocks #DataCenters #GridInfrastructure #Investing
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