Trade Whisperer — @konstapascal If you are new investing, start with $QQQ ! You may or may not have the risk tolerance levels of experienced people. If the volatility if fine for you, move up the la…↗
Jun 3
Lawrence McDonald — The Great Bull Market Run since the 1990s
Since October:
$IBIT Bitcoin -47%
vs.
$SOXX Semis +110%
$OIH Oil Svs +65%
$SLV Silver +53%
$WQTM Quantum Computing +38%
$QQQ Big Tech…↗
Jun 1
Jason's Chips — $NVDA is an extremely compelling mean-reversion trade.
After almost a year of staying perfectly flat (underperforming $SOXX by 120%!) while numbers continue to move up, $NVDA trad…↗
Lawrence McDonald — Bitcoin, -39% off its highs during the most prolific* risk-on rally for U.S. equities in years. What gives? Pricing in 2030-2035 quantum computing risk?
*Nasdaq $QQQ was close to…↗
tae kim — NEVER FORGET. CHIPS CHIPS CHIPS $SMH $SOXX $DRAM $EWY↗
Apr 28
tae kim — I have been pounding the table over and over on this AI agent megatrend for the last few months. It should be CLEAR and OBVIOUS to ANYONE paying attention.
$NVDA $AMZN $GOOGL $MS…↗
Apr 21
Lawrence McDonald — Off the late March Lows - High Beta
Meme $MEME +59%
Bitcoin Miners $WGMI +55%
Cannabis $MSOS +38%
Semis $SOXX +35%
Quantum Computing $QTUM +26%
Ark Robotics $ARKQ +23%
Copper $COP…↗
October 2025 · 5 mentions
Oct 18
Lawrence McDonald — 2025, an Epic Year
$GDX +132%
$SIL +132%
$REMX +83%
$PLTM +76%
$NUKZ +72%
$COPX +60%
$PALL +59%
$SOXX +33%
$SLX +26%
$MAGS +18%
$IBIT +14%
$TLT +4%
Bloomberg data l↗
Oct 15
Lawrence McDonald — 2025
Hard Assets $XME +94%
AI - Nvidia $SMH +40%
AI Semis $SOXX +32%
Mag7 $MAGS +17%
*The much-heralded SMH ETF unched (0.00%) since Oct 2 with XME Metals up another 20%, if it w…↗
Oct 13
Lawrence McDonald — Got Hard Assets?
SILVER SURGES TO ALL-TIME HIGH ABOVE $52.50 AN OUNCE - Bloomberg.
2025
Silver $SLV +73%
Nvidia $NVDA +36%
Semis $SOXX +27%
Bitcoin $IBIT +24%
Mag7 $MAGS +15%
Te…↗
Lawrence McDonald — @intelarb Semis vs. S&P 500
As liquidity receded, markets have been speaking for weeks now.
*The SOXX Semiconductor $SOXX ETF is now -10% off its 2024 highs during the AI re…↗
Lawrence McDonald — One Year - the Rotation
Nuclear $NUKZ +66%
Nat Gas $AR +27%
Semis $SOXX -9%
*Will the real AI winners please stand up.↗
Jun 3
Lawrence McDonald — "A Colossal Failure of Common Sense"
Semiconductors $SOXX
Market Cap: $11.75B
Shares Out: 56.5M
Total Assets: $11.76B
vs.
AI Power $NUKZ
Market Cap: $257.20M
Shares Out: 5.1M…↗
Jerry Capital — People really trying to say the dumbest things possible with $SOXX RSI at 99↗
May 3
InvestmentGuru — These are 10 of the strongest and most liquid sector ETFs in market right now—good for long-term exposure and sector rotation:
1. Technology
$XLK – Technology Select Sector SPDR
B…↗