Tag: Hyperscalers

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StockSavvyShay avatar Shay Boloor @StockSavvyShay ·
6 Dec 1997282378138661159

THE TOP GROWTH PERFORMERS OF 2025

1. $OKLO +393%
2. $IREN +355%
3. $OPEN +347%
4. $CIFR +316%
5. $MP +298%
6. $ONDS +254%
7. $HOOD +254%
8. $NBIS +254%
9. $ASTS +250%
10. $QBTS +221%
11. $JMIA +218%
12. $PL +216%
13. $EOSE +208%
14. $MU +182%
15. $PGY +167%

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Reply on Twitter 1997282378138661159 Retweet on Twitter 1997282378138661159 155 Like on Twitter 1997282378138661159 943 X 1997282378138661159
FuturumEquities avatar Futurum Equities @FuturumEquities ·
5 Dec 1996946164332351792

Futurum Equities Podcast | Episode #22 | $NBIS, $DOCN, $IREN, $CIFR, $PLTR, $RKLB, $VST, $WULF, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $VKTX $AVGO, $GOOGL, $AMZN, $META, $CEG, $SOFI, $OKLO, $EOSE, $META

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danielnewmanUV avatar Daniel Newman @danielnewmanUV ·
4 Dec 1996615138795831799

Spent the week at $AMZN re:Invent. More convinced than ever that we are at the earliest phase of AI and that we are constrained in every area meaning there is almost a 0% chance we are in a bubble at this point.

Chips, memory, storage, etc. All constrained and everything being…

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FuturumEquities avatar Futurum Equities @FuturumEquities ·
4 Dec 1996576247355486506

$PLTR just launched Chain Reaction with $NVDA to serve as the operating system for America’s AI infrastructure.

Key points:
• Modernizes power generation for AI-level uptime
• Expands & stabilizes the grid to meet data-center demand
• Speeds construction of new generation,…

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danielnewmanUV avatar Daniel Newman @danielnewmanUV ·
3 Dec 1996358643500097648

The GPU vs. XPU debate completely misses the point. Going to try to make it make sense in plain speak.

First - you can't just run your AI workload anywhere.

Running and optimizing software for multiple AI chips is a massive undertaking. Most companies won't do it. This favors…

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danielnewmanUV avatar Daniel Newman @danielnewmanUV ·
3 Dec 1996304329993809976

New AI Market Data: Global AI Platforms (Software and managed services that help organizations build, train, deploy, and run AI systems) market to surge from $24.9 billion in 2024 to $292 billion by 2030, reflecting an approximate 50.8% CAGR in the base scenario.

Our latest…

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FuturumEquities avatar Futurum Equities @FuturumEquities ·
3 Dec 1996246215554646170

$AMD CEO Lisa Su said at the UBS conference that memory is tightening across the supply chain, including the high-bandwidth memory needed for AI training.

This matters because HBM is now the real bottleneck in the AI buildout. $NVDA, $GOOGL, $META, $AMZN & $MSFT can design…

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Why Every Hyperscaler Is Designing Its Own Silicon

  • AI, Amazon, Google, Hyperscalers, Marvell, Trainium
  • Daily Signal

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DAILY RIP

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Katie Perry is live from Money20/20 with Alex King (Cestrian Capital Research) and macroeconomist Henrik Zeberg (SwissBlock). Buckle up: we hit the cycle endgame (QE, inflation, and politics), the AI jobs shock, tokenization’s Wall Street bear hug, and why being “cold as ice” beats hot takes every time. What we covered 🧨 The “everything bubble”: Henrik’s case for a euphoric melt-up into late ’25/early ’26… and the come-down that follows as inflation and a surging dollar bite. 🧰 How to actually hedge: Alex’s calm-playbook—study price/volume, set tripwires, use simple inverses (SH, PSQ), stretch option expiries, and cut leverage before it cuts you. 🧠 AI’s double edge: productivity boom vs. near-term layoffs—from white collar to warehouse—and why the social contract matters for markets. 🪙 Tokenization & crypto: Wall Street loves ETH’s rails, but charts show weakening BTC momentum; most tokens won’t make it. 📰 Headlines in the mix: Amazon’s management cuts, UPS’s big trim, Chegg’s deep reduction, Apple & Microsoft crossing $4T, and PayPal’s ChatGPT wallet move—signals of a reshuffle under the hood. Key takeaways Two things can be true: tech can transform the world and still be in a bubbley blow-off. If a 2% dip makes you queasy, you’re over-levered—fix that now, not later. Don’t outsource risk management. Wall Street isn’t here to save you. Learn the tape: price, volume, moving averages, Fibonacci extensions—simple tools better than spicy narratives. Crypto & tokenization ETH may be better positioned than BTC for institutional plumbing as assets get tokenized. Expect regulation to lag… then slam shut—plan like an adult, not a degen. Friday-style crypto flushes can happen anytime. Size and hedge accordingly. Macro timing (Henrik’s lens) Liquidity “one more hit” → euphoric leg higher. Watch the Dollar into year-end: a bottoming/upswing would pressure risk assets into 2026. Prepare for volatility, not just upside. Sponsor This episode is brought to you by GraniteShares — leveraged & high-income ETFs on names like NVDA, TSLA, PLTR, plus commodity and yield strategies. Check them out at graniteshares.com or on X at @GraniteShares and @YieldBoostETFs. This episode is brought to you by GraniteShares! Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Katie Perry - https://stocktwits.com/StocktwitsKP Alex King - https://stocktwits.com/CestrianCapitalResearch Henrik Zeberg - https://x.com/HenrikZeberg Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 58:59

Welcome to Daily Rip Live with Katie Perry & guests Alex King, and Henrik Zeberg!

This episode is brought to you by GraniteShares!

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Where to find the Daily Rip Live hosts on Stocktwits:
Katie Perry - https://stocktwits.com/StocktwitsKP
Alex King - https://stocktwits.com/CestrianCapitalResearch
Henrik Zeberg - https://x.com/HenrikZeberg

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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Blow-Off Top or Final Melt-Up? Zeberg & King on AI, Crypto, and What Breaks First

Stocktwits October 28, 2025 6:06 pm

Welcome to Daily Rip Live with Katie Perry (broadcasting from Money20/20 in Vegas) and Olivia “Voz” Voznenko. It’s Monday, October 27, 2025, and we’re kicking off a massive week: five of the Mag 7 report, the Fed meets Tue–Wed, China/US trade truce chatter is heating up, and crypto + stablecoins are suddenly everywhere. Here’s what went down: 🎯 Earnings Week Playbook (Voz’s Volume Profile Trick) Voz shows how to hunt thin zones on the volume profile ahead of earnings to target likely gap destinations. Use it to frame risk/reward and define targets instead of getting analysis paralysis. ☕ Tickers On Deck $SBUX – Classic thin-zone “gravitational pull” setup into earnings. $CAKE – Yes, Cheesecake Factory; thin-zone vibes too. $CMG – “Fake” thin zone after a gap down; still worth the watchlist if resistance breaks. $KDP (aka “Katie Perry”) – Recent thin-zone gap-up example that “popped, not fizzled.” $FUN (Six Flags) – Base + bull flag; celebrity/athlete tie-ins could catalyze attention. $SPX / S&P 500 – Friday’s true breakout; watch the post-Fed press conference whipsaw risk. Silver – Near-term pullback toward a fav 40-period MA could set the next leg. Chips – NVDA, AMD, AVGO bid with truce hopes. $Intel (INTC) – Beat last week; U.S. government now a top holder; PC demand stabilizing. 🏛️ The Fed: “Senioritis” Risk Cuts look “baked,” but the market’s real move may hinge on Powell’s Q&A tone. Consensus ≈ certainty? Careful—2pm can turn into a roller coaster. 🌏 China/US Truce Watch Rare-earths chatter cooled initial squeezes; chips led early. We’ll keep tracking headlines as the week unfolds. 💸 Stablecoins Go Mainstream (Zelle ➜ Global) Zelle plans cross-border transfers using stablecoins—instant, low-cost rails under the hood. For most users it’ll feel invisible… just faster money. Expect more FinServs to follow. 🪙 Crypto Curveball Trump pardons CZ (Binance founder). Signal to the crypto crowd continues: this administration is pro-crypto. Policy-active states (Wyoming/Nebraska) are leaning in; watch stablecoin + tokenization narratives. 🎰 Vegas Dispatch Money20/20 gossip (off the record!), Wynn room-service coffee at $47 (!), and a Treasure Island karaoke plotline. Also: Zara UI slander and a new password policy (anything but “0000”). 🧠 Mindset If a small dip makes you queasy, you’re probably too levered. Treat trading like a job: clear plan, defined risk, ice-cold execution. This episode is brought to you by GraniteShares! Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Katie Perry - https://stocktwits.com/StocktwitsKP Olivia Voznenko - https://x.com/thevoz4real?lang=en Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 31:09

Welcome to Daily Rip Live with Katie Perry and Olivia Voznenko (Voz)!

Join Our Community! https://stocktwits.com/
Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

Where to find the Daily Rip Live hosts on Stocktwits:
Katie Perry - https://stocktwits.com/StocktwitsKP
Olivia Voznenko - https://x.com/thevoz4real?lang=en

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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Money20/20 Rumors, China Truce Hopes, and Why Silver Might Blink First

Stocktwits October 27, 2025 5:40 pm

Good morning, Stocktwits crew — Happy Friday! CPI came in hot and futures exploded, pushing markets to fresh highs right out of the gate. Jordan and Lia break down Tesla’s monster reversal, what gamma walls are telling us, how to treat gap-up days (hint: sometimes the best trade is no trade), and where swing traders can still find clean setups. Here’s what went down: CPI Pop & Index Check: Futures ripped ~180 handles on the number as markets pressed all-time highs. Translation: tough day for fresh intraday longs; know your playbook at highs. Tesla (TSLA): Textbook reversal—down ~5–6% post-earnings before ripping green. Lia flags the $400 area (JAX/weekly support) as the line in the sand; under there invites a gap fill toward $375. Upside supply sits near $471; big Jan call flow even out to four digits (speculative!). “Know Your Mode”: Day trade vs swing vs invest. Don’t let a day trade morph into a bag hold. If a 2% dip ruins your day, you’re too levered. Quantum Complex (IONQ, QBTS, RGTI): These ran thousands of percent and then cracked hard. Lia’s view: trade them, respect stops, and expect deeper resets before any next leg. RGTI looks best technically; break levels and prior highs matter. Netflix (NFLX): Post-earnings dump into a monthly “bull zone.” Jordan likes the swing if the range holds; lose it and he expects a trip toward prior lows. Lia’s bias is cautious given she bought far lower in 2022. Levered Singles: Jordan rotates a HOOD swing via HOOG (2x) and eyes NFLU (2x NFLX) for the Netflix idea. Manage risk; these move fast. Earnings Wrap: Intel beat on EPS/revenue (foundry still red); Ford warned about a supplier fire impacting F-150 output; Deckers missed on sales. It’s all about guidance from here. Next week is mega: MSFT, META, GOOGL… plus FOMC on the same day. Buckle up. Rates & The Fed: They pull up probabilities and discuss the path to cuts and the backdrop for risk. Big point: policy + labor trends + QT/QE expectations will steer volatility. Lia’s Spec Basket (trade ideas, not investments): BITF: Wave-5 potential toward $7–8; note hedge-fund interest (Jane Street avg $5.29). CIFR: Jan in-the-money calls; crypto seasonality into Nov can help. Riot/MARA: Heavy overhead supply—patience required. ARCT “Arcad” (drones), MVIS, GSAT (ASTS sympathy): Breakout/retest setups; trade with stops. GOOGL: Clean breakout; Jan call walls show path possibly toward round numbers. UPS: Seasonal into the holidays—Lia targets $98–100. TLT: In from ~86; May 90c; watching a gamma zone near 95. (All sized small; stops honored. Time is money.) Crypto Macro: Lia’s losing patience with ETH’s chop; prefers BTC longer-term but expects retests (50–60k some time out). Jordan keeps DCA’ing but wants bigger back-tests in 2025. Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Jordan Lee - https://stocktwits.com/AceTheKid Lia The Trader - https://stocktwits.com/tradingmindsetanddata Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 39:06

Welcome to Daily Rip Live with Jordan, Michael Nauss, and Lia the Trader!

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Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

Jordan Lee - https://stocktwits.com/AceTheKid
Lia The Trader - https://stocktwits.com/tradingmindsetanddata
Michael Nauss - https://stocktwits.com/MichaelNaussCMT

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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CPI Pop, Tesla Rips, and Lia’s Swing-Trading Playbook ($BITF, $CIFR, $UPS, $TLT)

Stocktwits October 24, 2025 5:42 pm

Welcome to Daily Rip Live with Katie Perry & guests William Rhind, CEO of GraniteShares, Alex King, and Yimin Xu! This episode is brought to you by GraniteShares! Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Katie Perry - https://stocktwits.com/StocktwitsKP William Rhind - https://x.com/willrhind Alex King - https://stocktwits.com/CestrianCapitalResearch Yimin Xu - https://x.com/yxinsights Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 1:2:42

Welcome to Daily Rip Live with Katie Perry & guests William Rhind, CEO of GraniteShares, Alex King, and Yimin Xu!

This episode is brought to you by GraniteShares!

Join Our Community! https://stocktwits.com/
Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

Where to find the Daily Rip Live hosts on Stocktwits:
Katie Perry - https://stocktwits.com/StocktwitsKP
William Rhind - https://x.com/willrhind
Alex King - https://stocktwits.com/CestrianCapitalResearch
Yimin Xu - https://x.com/yxinsights

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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🟡 DAILY RIP LIVE PRESENTED BY GRANITESHARES - WITH KATIE PERRY & WILLIAM RHIND CEO OF GRANITESHARES

Stocktwits October 17, 2025 6:12 pm

Welcome to Daily Rip Live with Katie Perry as she sits down with Opening Bell Daily co-founder Phil Rosen — one of the sharpest voices covering markets and investor psychology today. From Trump’s Truth Social posts moving markets to the rise of AI infrastructure investing and the retail revolution in real time, Phil and Katie break down what’s really driving sentiment, strategy, and volatility right now. Here’s what went down: 🧠 Trump’s Macro Influence Phil reveals how Trump’s Truth Social posts are moving the VIX and S&P in perfect inverse correlation — and why traders are learning to take him at his word. 📈 Retail vs. Wall Street Institutional money is finally catching on: retail investors aren’t just meme stock traders anymore. They’re engineers, mechanics, and coders with sharper instincts than many pros. 💰 Gold, Bitcoin, and the Dollar Phil explains the “debasement trade” — why both gold and stocks are rising, and why this unusual correlation signals confidence, not panic. ⚙️ AI Boom: Bubble or Evolution? Phil breaks down how AI giants like Nvidia, Microsoft, and OpenAI are cross-investing in ways that blur the line between customer and supplier — and why this isn’t a bubble, it’s a new kind of industrial era. ⚡ The Power Play From uranium to hydrogen, Phil’s “Best Ideas Club” has been doubling the S&P 500 by betting on the energy stocks powering the AI economy. 🔬 Quantum, Hype, and Moonshots Are quantum startups the next big thing — or just the next speculative frenzy? Phil weighs the risks and rewards of betting early on the future of computing. 📚 History Lessons from 1929 Phil shares insights from Andrew Ross Sorkin’s new book 1929 and why comparing it to 2025 might miss the point — today’s businesses are bigger, stronger, and more resilient than ever. Don’t miss this conversation — it’s a masterclass in connecting headlines, data, and human behavior in markets that never sleep. This episode is brought to you by GraniteShares! Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Katie Perry - https://stocktwits.com/StocktwitsKP Phil Rosen - https://x.com/philrosenn Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 43:53

Welcome to Daily Rip Live with Katie Perry and guest Phil Rosen!

This episode is brought to you by GraniteShares!

Join Our Community! https://stocktwits.com/
Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

Where to find the Daily Rip Live hosts on Stocktwits:
Katie Perry - https://stocktwits.com/StocktwitsKP
Phil Rosen - https://x.com/philrosenn

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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AI, Energy, and the Debasement Trade: Inside Phil Rosen’s Market Playbook

Stocktwits October 15, 2025 5:47 pm

Welcome back to Daily Rip Live with Katie Perry and quant strategist Steve Hou of Bloomberg, broadcasting straight from the hustle of the Bloomberg atrium. Today’s episode dives deep into the geopolitics driving markets — from rare earth minerals and trade wars to AI spending and the U.S. banking boom. Here’s what went down: 🌏 U.S.–China “Negotiated Divorce” Steve explains how the global economy is now defined by national loyalties — chips vs. minerals — as the U.S. restricts exports of advanced semiconductors while China controls nearly all global rare earth refining. ⚙️ The New Industrial Policy Jamie Dimon’s $1.5T initiative to finance “Invest in America” projects signals Wall Street’s alignment with Washington’s national priorities — defense, AI, and infrastructure. 💰 Bank Earnings Beat Goldman Sachs and JP Morgan crushed expectations, powered by volatile trading, dealmaking, and massive capex spending across AI and defense sectors. 🪙 AI Boom, Uneven Jobs Despite record data-center spending, manufacturing jobs are still shrinking. Steve warns of a “K-shaped” economy where capital soars while wages stagnate. 🥇 Gold, Crypto, and Alternative Assets Gold’s rally continues — even outpacing Bitcoin — as investors chase safety amid global uncertainty. Meanwhile, tokenization goes Jurassic: a company is IPO’ing a dinosaur fossil for retail investors. 📉 Shutdowns, Tariffs & Bubbles With the U.S. government in gridlock and new China sanctions on shipbuilding, Steve breaks down what could trigger the next market correction — and why “this bubble might have legs.” 🎟️ Stocktoberfest Shout-Out Big thanks to our partners at GraniteShares — title sponsors for Stocktoberfest, the investing festival of the year. This episode is brought to you by GraniteShares! Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Katie Perry - https://stocktwits.com/StocktwitsKP Steve Hou - https://x.com/stevehou0 Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 43:00

Welcome to Daily Rip Live with Katie Perry and Steve Hou

This episode is brought to you by GraniteShares!

Join Our Community! https://stocktwits.com/
Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

Where to find the Daily Rip Live hosts on Stocktwits:
Katie Perry - https://stocktwits.com/StocktwitsKP
Steve Hou - https://x.com/stevehou0

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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Katie Perry & Bloomberg’s Steve Hou on Trade Wars, Gold, and Tokenized Dinosaurs

Stocktwits October 14, 2025 5:49 pm

Welcome to Daily Rip Live with Katie Perry and Olivia Voznenko (Voz) — coming in hot on a manic Monday, October 13th — as markets rebound after a wild Friday sell-off that left both equities and crypto markets slapped. The crew breaks down the fallout from a 100% tariff threat on Chinese exports that sent the S&P down 2.7%, NASDAQ off 3.6%, and traders scrambling to find footing. Voz takes us inside the charts, showing how every technical floor broke before consolidation set in — and why today’s bounce needs to stick or “the bears take over.” Here’s what went down 👇 📉 Tariff Shock & Market Fallout A fiery 509-word post from the top set off global panic and triggered a market-wide sell-off. Voz breaks down the technical damage — from broken moving averages to the “broadening top” signaling momentum loss — and what levels traders need to watch to stay bullish. 💸 Crypto’s Margin Meltdown Friday wasn’t just about stocks. The biggest liquidation event since 2021 wiped out $18B across altcoins as over-leveraged traders got crushed. Bitcoin dropped 8%, Ethereum 6%, and Voz explains why crypto’s lack of leadership spells more volatility ahead. 🌎 Rare Earths Rally With new 100% tariffs on Chinese exports targeting rare earths, U.S.-based miners like USAR and AREC saw big volume spikes. Katie breaks down what rare earths actually are — and why the U.S. push for mining independence has Washington and Wall Street rushing to catch up. 🏦 JPMorgan’s $1.5 Trillion Power Play Jamie Dimon announced a massive national security and manufacturing initiative — $1.5T in loans and investments over the next decade — betting on energy, defense, and infrastructure as America’s new economic backbone. ⚡ Energy & Battery Stocks Surge Voz spots big technical setups in Bloom Energy (BE) after a deal with Brookfield, and Solidion Technologies (STI) after unveiling new AI-focused battery systems. STI even halted mid-show from heavy volume — a trader’s dream setup in real time. 🥇 Gold & Silver Go Old School With volatility rising, traders rotated into metals. Gold eyes $5,000/oz (per BofA’s bold call), silver channels its inner 2011 Kesha energy, and Voz breaks down why both metals could keep running as safe-haven trades. 💵 The Dollar Trade Forget AI — Voz makes the contrarian case to short the dollar (UUP) into next month, calling it “either genius or like running a marathon in flip-flops.” 🔥 Bonus: TTRX IPO Watch Fresh IPO Turn Therapeutics (TTRX) rocketed from under $10 to $50 in its debut. Voz flags it as a future comeback trade once markets stabilize. This episode is brought to you by GraniteShares! Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Katie Perry - https://stocktwits.com/StocktwitsKP Olivia Voznenko - https://x.com/thevoz4real?lang=en Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 53:47

Welcome to Daily Rip Live with Katie Perry, and Olivia “Voz” Voznenko!

This episode is brought to you by GraniteShares!

Join Our Community! https://stocktwits.com/
Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

Where to find the Daily Rip Live hosts on Stocktwits:
Katie Perry - https://stocktwits.com/StocktwitsKP
Olivia Voznenko - https://x.com/thevoz4real?lang=en

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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From Rare Earths to Gold: The New Trade War Winners

Stocktwits October 13, 2025 5:59 pm

Welcome to Daily Rip Live with Jordan, Michael Nauss, and Lia the Trader as they wrap up the week with a full market breakdown — from record-high silver and rare earth mania to gold’s monster run and the return of trading legend Lia. Friday kicked off calm, but volatility made a comeback as traders digested everything from a U.S.–China rare earth standoff to the latest earnings movers like Delta, Pepsi, and Tilray. Meanwhile, traders are chasing wild swings in metals, miners, crypto plays, and quantum stocks — and learning when to take the win before the next bear sneaks up. Here’s what went down: 💥 Silver Rockets to All-Time Highs Silver blew past $51 an ounce as China imposed new export licensing on rare earths, fueling a rush across critical metals. Gold cooled slightly, but the setup for another leg higher is there if the dollar rolls over. ⚙️ Rare Earth & Defense Mania CRML, TMQ, MP, and REMX all surged as traders bet on Trump-era defense and energy independence themes. Lia and Michael broke down why these “new oil” trades could define 2025. 📊 Earnings Recap Delta beat on profits but sold off on weak follow-through, Pepsi’s candle showed institutional buying, Tilray shocked with a swing to profit, and Levi’s lagged despite a beat — proving not every stock gets to ride the bull wave. 🚀 Crypto & AI Crossovers Lia dove into positions in RIOT, MARA, and BITF — miners reinventing themselves as AI compute players — while Arcad, USAR, and MetaX led the new “Trump trades.” 🧠 Trading Psychology & Euphoria Check The crew talked about managing gains, knowing when luck beats skill, and why the best traders know when to step aside before markets turn. 🎉 Stocktoberfest Is Coming Jordan and the Wolf team will be live in California for Stocktoberfest, sponsored by GraniteShares — expect energy, insights, and maybe a few celebratory drinks. Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Jordan Lee - https://stocktwits.com/AceTheKid Lia The Trader - https://stocktwits.com/tradingmindsetanddata Michael Nauss - https://stocktwits.com/MichaelNaussCMT Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 1:1:51

Welcome to Daily Rip Live with Jordan Lee, Michael Nauss, CMT and Lia the Trader.

Join Our Community! https://stocktwits.com/

Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

Jordan Lee - https://stocktwits.com/AceTheKid
Lia The Trader - https://stocktwits.com/tradingmindsetanddata
Michael Nauss - https://stocktwits.com/MichaelNaussCMT

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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Trading the New Oil: Rare Earths, Riot, and Gold’s Next Move

Stocktwits October 10, 2025 6:07 pm

Welcome to Daily Rip Live with Katie Perry, Shay Boloor, and Jake Wujastyk, joined today by Alex King and Yimin Xu of Cestrian Capital Research for a powerhouse macro and markets rundown — from the Bitmine short report to gold’s breakout, Ethereum’s next leg, and why leverage might be the real market killer heading into 2025. Here’s what went down: 📉 Bitmine vs. the Bears Cestrian’s Alex King breaks down the Kerrisdale short report on Bitmine and why it might be “right, but not disastrous.” He explains how Tom Lee’s capital markets savvy keeps the stock trading at a premium — and what happens when the “flywheel” finally slows. 💎 Ethereum’s Wall Street Takeover Alex argues Ethereum has been boomerized — captured by institutions as tokenization accelerates. His take: demand rises as supply tightens, with ETH potentially heading toward $5,500–$6,500 before the next correction. 🥇 Gold’s Parabolic Move & Liquidity Lag Yimin Xu dives into gold’s massive run — up 50% this year — and why it’s signaling deeper market anxiety. He connects the dots between global liquidity, Treasury saturation, and why Bitcoin may lag gold by months before catching up. 📊 NASDAQ Momentum & The Leverage Trap Alex and Shay warn about an over-leveraged retail market heading into year-end. A correction toward Q’s 540–565 would be normal — but they stress: “If a 2% dip makes you sick, you’re too levered.” 💬 Retail Psychology & Staying Ice Cold “Investing is a job, not a personality test,” says Alex. The team discusses emotional discipline and how AI-driven signals can help traders stay “cold as ice.” 🧘‍♂️ Macro Outlook: Caution Into 2025 From Fed policy and liquidity vacuums to stock–gold twin peaks, Yimin warns the next 12 months could bring a liquidity crunch — but not before one more everything rally. Plus, Jake returns from Hawaii to talk WeBull (BULL), China plays (JD, BABA, BIDU), and why emotion-free trading still wins. This episode is brought to you by GraniteShares! Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Shay Boloor - https://stocktwits.com/ShayBoloor Katie Perry - https://stocktwits.com/StocktwitsKP Jake Wujastyk - https://stocktwits.com/Jake__wujastyk Alex King - https://stocktwits.com/CestrianCapitalResearch Yimin Xu - https://x.com/yxinsights Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 59:57

Welcome to Daily Rip Live with Katie Perry, Shay Boloor, Jake Wujastyk & special guests Yimin Xu & Alex King of Cestrian Capital!

This episode is brought to you by GraniteShares!

Join Our Community! https://stocktwits.com/
Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

Where to find the Daily Rip Live hosts on Stocktwits:
Shay Boloor - https://stocktwits.com/ShayBoloor
Katie Perry - https://stocktwits.com/StocktwitsKP
Jake Wujastyk - https://stocktwits.com/Jake__wujastyk
Alex King - https://stocktwits.com/CestrianCapitalResearch
Yimin Xu - https://x.com/yxinsights

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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Gold Soars, Bitmine Shorted, and the Market’s Leverage Problem

Stocktwits October 9, 2025 6:07 am

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