Michael | Hypermarkets

@itsmichaelluuLong Research50.7k followers

Michael | Hypermarkets

@itsmichaelluuLong Research50.7k followers

Past 12mo:906mentions227tickers129posts

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$NVDA· NVIDIA2 calls since Apr 2026show all

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About this voice

@itsmichaelluu posted 117 times over the past 12 months, generating 803 cashtag mentions across 224 distinct tickers. The account's most frequently mentioned tickers were $NVDA with 36 mentions, $MU with 27 mentions, $INTC with 21 mentions, $MSFT with 20 mentions, and $ASTS with 19 mentions. Recent activity focused heavily on quantum computing stocks and artificial intelligence infrastructure plays, with multiple posts discussing government funding and sector momentum.

AI-generated from tracked posts · updated Jun 3, 2026

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Recent calls

2 calls

@itsmichaelluuMay 29, 2026 · 7:47 PM

$NOW is #1 position in President Trump's portfolio. 1 month ago, I called it out at $85 →$125 up 50% so far. This is going past $250+ and here's why: 1. $NVDA picked $NOW as its enterprise AI partner. Jensen Huang on stage with McDermott. NOW runs NVDA's AI Factory. 2. Every AI agent needs an orchestration layer. $NOW is that layer. Token demand exploding = NOW's workflows process every single one. 3. $10.9B in contracted future revenue. 21%+ growth. Trump holds it. Smart money doesn't leave this trade. ♻️ RESHARE this post and write 1 comment how I helped you make money. I'll DM right now 1 stock under $5 that will 1000% from here.

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@itsmichaelluuMay 15, 2026 · 11:38 AM

The 10%-20% SPY crash will push it from $750 back under $675 towards $600. Here's 5 big reasons why it starts NOW: 1. Kevin Warsh just became Fed Chair. June 17 is his first FOMC. The Senate confirmed Warsh 54-45 the most partisan Fed chair vote in history. He inherits an institution deeply divided on rates: April's FOMC saw four members dissent the most policy disagreement since 1992. Markets are giving him zero honeymoon: CME FedWatch puts a 97% chance of no rate cut at June's meeting, with expectations the Fed holds at 3.50%-3.75% for all of 2026. 2. Treasury yields across the curve are signaling no relief. The 30-year Treasury yield already topped 5% earlier this month, and the 10-year just hit a new year-to-date high after the hot PPI print. The bond market is now pricing in the Fed as behind the curve on inflation as Warsh takes over rising yields compress equity multiples and make the risk-free alternative increasingly attractive vs. stocks trading near all-time highs. 3. CPI and PPI just obliterated expectations. CPI hit 3.8% year-over-year in April the highest since May 2023 driven by energy costs surging 17.9% annually, the steepest since September 2022. PPI was worse: wholesale prices rose 1.4% for the month the largest single-month jump since March 2022 and 6% annually, the biggest annual gain since December 2022. This isn't just oil. The services index accelerated 1.2%, confirming the inflation is structural, not just energy-driven. 4. Crude oil is still above $100. The Strait of Hormuz isn't reopened. Iran's Strait of Hormuz closure disrupted 20% of global oil supply the IEA called it the largest supply disruption in the history of the global oil market. Brent was still trading around $100/barrel this week, and even a ceasefire won't fix this fast: economists warn that even if tankers start moving again, it could take two to nine months for the supply chain to normalize. Every dollar above $85 is an inflation tax on every household and every corporate margin. 5. $NVDA earnings on May 20 are a sell-the-news trap and $SPY needs a reset. NVDA has fallen on 4 of its last 5 earnings reports despite beating revenue estimates by 3-4% each time. The options market is pricing a ±12.9% expected move, which means the setup is already priced. Historically, major cap events like NVDA earnings act as a peak of optimism the exhaust valve. $SPY has run from the Iran war lows and needs to digest a toxic macro backdrop. The pullback doesn't need a catalyst. It just needs the bid to step away.

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Who is Michael | Hypermarkets?

Michael | Hypermarkets (@itsmichaelluu) is a FinTwit voice tracked on Surfaced in the Long Research category with 50.7k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @itsmichaelluu mention most?

Over the past 12 months, @itsmichaelluu's most-mentioned tickers are $NVDA, $MU, $MSFT, $NOW, $INTC — $NVDA leads with 40 mentions.

When did @itsmichaelluu first mention $NVDA?

@itsmichaelluu's first tracked mention of $NVDA was on Apr 23, 2026.

How active is @itsmichaelluu?

In the past 12 months, @itsmichaelluu posted 129 times carrying cashtag mentions, totalling 906 mentions across 227 distinct tickers.