shamless plug 🤣 but I thought. why not put these thoughts in a post.
So here are iam with Random Thoughts by NOT Jack Handy 😁
I'm still long, but I'm going to start accelerating my rotation from tech and comm services and really focus on materials and energy. I will start on Monday.
here are some randos I peeked at scanning my watchlists.
just yes. yes, yes, yes. 🙌 yes. this is my largest overall holding. Do I have reasons, yes. Good reasons? yes. How many reasons do I need? none. I've always liked it.
I actually don't like Cheniere. I don't know why, but that chart is no Bueno. It is a double top on the weekly and rejection of the breakout line on the daily.
The platinum metals are holding up. I think gold will sway, but the platinum and silver look to be strong. There are new diesel regulations, so they need the metals to pass emissions. I think this will close the silver/gold ratio gap. I don't like the metals miners yet. I think it's the rates and high diesel still putting pressure on them.
I ❤️❤️❤️❤️ uranium. Just not now. Does that mean you shouldn't buy all the way down? NO, you do you, the future of uranium is only up. Anything bought here will be multiples higher several years in the future. I'm only going to show 1 uranium stock. They mostly move together. Real wealth is built off patience. Buy and HOLD uranium.
iamiam
OPLiiii
:
normally, I would say yes. but they are not matching. there is starting to be a disconnect. OR natgas is just doing a natgas fake out and somehow rips up??? I don't know it's natgas I just know ipi is bottoming, and I want it. I bought more today.
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
coop2366 : thank you for sharing
101633546 : thanks !
JohnCS : thanks iam!
humorous Squirrel_48 : CLF![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Liiii : If natural gas gonna be below a dollar, does ipi will be dropping as well?
iamiam OP Liiii : normally, I would say yes. but they are not matching. there is starting to be a disconnect. OR natgas is just doing a natgas fake out and somehow rips up??? I don't know it's natgas
I just know ipi is bottoming, and I want it. I bought more today.
Liiii iamiam OP : Thank you so much!
151852442 : So what do you mean by continuing with air gas?