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"Cameras as Relative Positional Encoding" TLDR: comparison for conditioning transformers on cameras: token-level raymap, attention-level relative pose encodings, a (new) relative encoding Projective Positional Encoding -> camera frustums, (int|ext)insics for relative pos encoding

17,818 次观看 • 1 年前 •via X (Twitter)

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I spent and hour of my Saturday reviewing hundreds of charts. These are the setups that stood out and what you should focus on this week Friday changed the tone of this market. The AI trade is under pressure. Software is pulling back. Relative strength is starting to stand out. $GOOGL held up. $AAPL barely cracked. $C continues to show strength while growth stocks unwind. Here’s the watchlist and recording: $SPX: One of the ugliest days we've seen in months. Closed near the lows after breaking the 20-day. 7330-7290 is the first support zone. Below that opens 7273 and potentially 7150. $QQQ: Nearly 5% down on Friday. AI leadership is under pressure. Watching 695 support closely. $IWM: Back to 280 support. Watching whether this becomes a swing low or just another bounce that gets sold. $BTC: Still under pressure. Failed reclaim of the 200-day. No clear setup here. $SMH: Nearly 9% down Friday. Semis finally cracked. Watching for either a relief bounce or continuation lower. $MSFT: Failed after briefly reclaiming the 200-day. Still holding trend support but needs buyers soon. $AAPL: One of the stronger mega caps. Technical damage is limited compared to the rest of the market. Worth watching. $GOOGL: One of the better-looking charts. Holding the earnings gap and showing relative strength. Above 373 could trigger a relief move. $AMZN: Broke the 50-day and looks vulnerable. Could see a move toward the 200-day near 232. $NVDA: Momentum has faded. Sitting on the 50-day near 203. Must hold. $TSLA: Significant technical damage. Lost the 200-day, 50-day, 20-day, and 9-day. Needs major repair work. $META: Still holding the lower end of its range. 600 remains the key level. $AMD: Looks like it wants to fill the gap lower. Semis remain under pressure. $AAPL: Relative strength remains notable. One of the few mega caps still acting well. $NFLX: Quiet relative strength. Not an easy trade, but worth noting. $LLY: Strong healthcare leadership. Above 1165 opens another attempt at highs. Must hold 1100. $JPM: Financials are starting to show relative strength. $C: One of the stronger bank charts. Pullback remains very controlled. $WFC: Held up well and continues to show relative strength. $GS: Large engulfing pullback. Watching for stabilization. $GE: Rotational strength worth monitoring. $CROX: Continues to hold the 9-day and trend higher. Relative strength stands out. $SNOW: Pulling back into the 9-day after earnings. Watching for support. $DDOG: Pulling back with software but still one of the stronger charts in the group. $PLTR: Rejected at the 200-day. Needs more work. $IBM: Back below the 9-day. Harder chart for now. $DELL: Pulling back into the 9-day after earnings. Watching for buyers to step in. $HOOD: Pulling back into range support. $CRWD: Watching 670 as a potential support area after earnings. $NET: Backtesting the 9-day. One of the better software recovery stories. $BE: Still consolidating near highs. No major damage yet. $MU: Sharp pullback. Watching for a bounce near current levels. $WDC: Big pullback after a huge run. $SNDK: Pulling back but no major technical damage yet. Watching closely. Overall theme: Friday changed the character of the market. The focus shifts from chasing momentum to identifying what held up during the selloff. $GOOGL, $AAPL, $C, $WFC, $CROX, and select software names are showing the best relative strength. For now, caution is warranted. Let the market prove it wants to bounce before getting aggressive.

spacemonkey

37,634 次观看 • 1 个月前

.Luke Rosiak talks about a Medicaid fraudster who flaunts on social media a life of private jets, yachts, etc. "These are people that came here as refugees & now they’re living as millionaires [via fraud]." ROSIAK: "Whistleblowers in the [Columbus] area tell me companies knock on doors in ethnic neighborhoods, where most people are on Medicaid & most people live in multi-generational households, & they tell the older family member to go to particular doctors & claim particular symptoms, & then they will put the younger family member on their payroll with the parent as their only patient. "Now that triggers payments of up to $90,000 a year, which the company splits with the younger relative & the younger relative splits with the older relative. 81 percent of Bhutanese are on welfare, a fact that some of the remainder use to become obscenely rich. And I had a story just yesterday, a 29-year-old named Roshan Adhikari works at his dad’s home health-care company. His social media documents a life fit for a rapper or a movie star. He’s drinking champagne on private jets, he’s on his yacht, he’s making movies starring himself. This was funded — his dad — his dad has this company that was paid $17 million for taking care of old people. Well he’s got it apparently another full-time job, he’s doing this on the side. The dad hasn’t paid taxes in, like, five years, he’s got tax liens in Ohio at the state level in a Cuyahoga County. And the 25-year-old brother has his own home health care company that got $10 million. So these are people that came here as refugees & now they’re living as millionaires & they’re getting the money because the other refugees are all on Medicaid & then are claiming to be very sick."

Tom Elliott

72,258 次观看 • 1 个月前

I coded a Speech-to-Text model from scratch. 𝐇𝐞𝐫𝐞 𝐢𝐬 𝐭𝐡𝐞 𝐛𝐥𝐨𝐠 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞: No APIs. No pre-trained models. Just PyTorch, an A100 GPU, and hours of debugging. This started months ago. I wanted to understand how machines hear. Not surface-level understanding. I wanted to build the whole thing myself. So I built it piece by piece: autoencoders, VAEs, VQ-VAEs, Residual Vector Quantization, and CTC loss. Each one took days to get right. Trained for 3 hours on 13,100 audio clips. Got complete garbage. Changed the tokenizer from BPE to character-level. Rechecked everything. Asked AVB who built STT models before. His answer: these models are tricky to train and need days of compute, not hours. Cut the dataset to 200 clips. After 2 hours, actual words appeared. Overfitted? Absolutely. But watching noise turn into recognizable English was satisfying. I have made a blog about this as well so you can learn about the same and my process - Audio fundamentals and waveform representation - Why attention breaks on raw audio - Convolutional downsampling - Transformer encoder with positional encoding - Vector Quantization, straight-through estimator, and RVQ - CTC loss and greedy decoding - Full training loop with VQ loss warmup - What went wrong and what finally worked Resources: - Blog: - Code: More Resoures CTC loss AVB videos SoundStream Paper LJ speech dataset wav2vec paper RVQ blog Next up: I've already trained two TTS architectures from scratch. Video post about those coming soon. But first, I'm dropping a visual breakdown of Vision Transformers, covering how they work and how to fine-tune them. Follow me Mayank Pratap Singh you're into audio deep learning. Repost so others can find this

Mayank Pratap Singh

51,382 次观看 • 4 个月前

I spent my Saturday mapping the setups that matter most for next week. The market is still searching for direction 👇 Semiconductors are losing momentum. Software is holding up. Select mega caps are quietly starting to reclaim relative strength. Here’s the watchlist and recording: $SPX: Failed breakout above 7530 and reversed sharply. Still trading inside a tightening triangle. Holding 7400 keeps the range intact. Reclaiming 7500 would shift the bias back higher. Losing 7400 opens 7300, then 7240. $QQQ: Failed breakout and back inside its range. Watching for either a reclaim of the highs or a break lower from consolidation. $IWM: Still one of the stronger indices. Broke to fresh all-time highs this week. Extended short term, but the trend remains constructive. $BTC: Showing relative strength versus equities but still below the 200-day moving average. No trade for now. $AAPL: One of the strongest charts on the board. AI chip headlines and foldable iPhone reports fueled the move. Watching a break of Friday’s highs toward all-time highs. $MSFT: Quietly improving. Reclaimed the 9-day and 20-day moving averages. Above 400 becomes much more interesting. $NFLX: Failed breakdown continues to work. Last week’s 75 reclaim is now extending higher. Still one of the stronger mega-cap charts. $NVDA: Semiconductors continue to weaken. Rejected the 9-day and drifting back toward the 200-day. Better opportunities elsewhere for now. $TSLA: Ugly reversal despite beating delivery expectations. Rejected 432 and finished near 392. Needs 400 reclaimed before becoming interesting again. $AMZN: Quiet relative strength. Still a difficult trade, but worth monitoring if mega caps continue to rotate higher. $GOOGL: Holding up better than many peers but still lacking a clean technical trigger. $SMH: Losing momentum. Watching closely as semiconductors continue to weaken. $MSTR: Bitcoin strength is helping. Worth keeping on the radar. $ADBE: Quiet recovery underway. Watching 225. $COIN: Showing improving relative strength alongside crypto. $HOOD: Expansion into 30 European countries fueled the recent rally. Watching 120 closely after today’s rejection. $PLTR: Failed breakdown continues to recover. Holding above 125 keeps the recovery thesis alive. $MA: Strong recovery back above the 200-day moving average. $V: Similar setup to Mastercard. Quiet accumulation after months of weakness. $PYPL: Improving technically. Worth monitoring if payment stocks continue rotating higher. $XYZ: Last week’s breakout worked almost perfectly. Above 82 opens another leg higher. $LLY: Healthcare leadership remains intact. Watching the bull flag and eventual breakout above 1238. $CRWD: Holding up well after the split. Watching the 200 level closely. $BAC: One of the stronger financials. Watching for a breakout into new highs. $GS: Weak relative to peers. $C: Also lagging despite strength elsewhere in financials. $WFC: Pulling back while BAC leads. $PANW: Strong continuation this week. Watching 360 after a brief pause. $DDOG: Still constructive but needs a breakout from the current lower-high structure. $NET: Similar setup to DDOG. Watching for software continuation. $MDB: Holding 365. Could become interesting if software stays strong. $HIMS: Quietly grinding higher. $UNH: Strong recovery. Watching 430. $AVGO: Breaking below the 200-day moving average. Semis continue to deteriorate. $MU: Lost the 1000 level after an impressive run. Momentum cooling. $SNDK: Continued downside after losing 2000. 1850 remains the next major area. $LRCX: Another semiconductor under pressure. $MRVL: Watching for either a failed breakdown or continuation lower. Overall theme: Software continues to hold up better than semiconductors. Several mega-cap names are quietly showing improving relative strength. Financials are becoming more selective. The tape still rewards patience more than aggression. AAPL, MSFT, NFLX, BAC, XYZ, LLY, and CRWD are some of my favorite charts going into next week.

spacemonkey

18,608 次观看 • 23 天前

TWI - $MSTR Trade Recap 📈💡 Today’s trade on $MSTR was an incredible opportunity, prepared with “A” sizing. Members received premarket notes, audio analysis, and all executions were handled live on video stream. Here’s a recap of how we approached this trade today in Twinsight - Pro 🔥 Execution Highlights ✅ • 400C: Entry $17.00 → $58.65 (+245.00%) (Closed at $23.80) • 430C: Entry $10.90 → $37.32 (+242.20%) (Closed at $17.10) • 450C: Entry $9.52 → $27.58 (+189.72%) (Closed at $17.10) Key Factors Discussed: 1. Relative Strength on Higher Time Frames: $MSTR showed r/s compared to its peers 2. Short Interest: Elevated levels added fuel to the move. 3. Recent Offering News: Provided a catalyst for volatility and opportunity. 4. Critical Levels: • 400 Psychological Level • 383 Break/Trend Line Held Strong 5. Elevated Relative Volume (RVOL): Confirmed conviction in the move. Additional Notes • Expected Value (EV): Probability relationship with the turn off the 383 level. • EMA Trail: Used alongside 5-minute candle analysis to manage the trade as price established a slower pace over 400. Reflection: Studying “top opportunities” over the last few years has given Matae the confidence to identify unusual opportunities like this and adjust sizing appropriately. $MSTR was nothing short of amazing this week, and it may not be done yet. Check out the recording clip and executions from today! If you have any questions or feedback, feel free to reach out. Let’s keep crushing it! 🚀 Are you Ready To Trade With Insight? 💡 Join us ✅ $SPX $SPY $QQQ $IWM #Bitcoin #Btc

Trade With Insight | John

30,524 次观看 • 1 年前

Working on Sparse Volumetric Light-maps. Thanks to CynicatPro🎃 for pointing me at Unreal's version. In a nutshell it's just another sparse voxel data structure. My implementation is, no doubt, different from Epic Games Store's own. I'm using 4x4x4 probe grid with intermediate nodes having very wide branching factor of 64 as well (4x4x4). I liked the parameters that Unreal is using, of limiting both total memory as well as the lowest level of detail, which is common in sparse grid implementations. Here's Bistro scene with just 1Mb limit. This is roughly equivalent to a 512x512 lightmap texture in 2d, except surface light maps require unique UVs and you typically get very little detail out of 512 resolution texture with a lot of light leaking. There is also no directional response. My implementation encodes second-order spherical harmonics for each probe (9 coefficients), encoding RGB channels as RGBE9995 (4 bytes). So far only worked on the structure, actual bake is yet to come. I've been eyeing sparse voxel structures for a while now, and have been studying them roughly since the GigaVoxel paper by Cyril Crassin but never really implemented anything for the GPU before. I was always the BVH-kind of guy. It's a fascinating topic. --- Stats for the scene: --- Total memory usage: 1.000 MB Node count: 609 Unique probe count: 24,025 Probe reuse: 38.36 % Unexpanded nodes: 15,714 --- Again, note that there is no GI going on here, only the structure of the probe tree and the algorithm for building it from a given scene.

Alex Goldring

11,519 次观看 • 6 个月前

#GoProMAX2 is here 🚨 Industry-leading, true 8K 360 video delivers 21% more resolution than the competition, resulting in unmatched image quality that you only get from #GoPro. ✔️ Emmy® Award-Winning 360 technology ✔️ The only true 8K 360 camera. No misleading upscaling, no unusable black pixels, no AI-generated content ✔️ Twist + go replaceable lenses made from water-repelling optical glass. No tools or calibration required to swap ✔️ 5.6K60 + 4K100 for up to 4x slo-mo in 360 ✔️ 10-Bit color, GP-Log encoding, + with GoPro Labs, category-leading 300mbps bitrate ✔️ Seamless, invisible pole shots thanks to a new, back-to-back lens design + built-in 1/4-20 mount ✔️ Easy AI-powered editing tools with intuitive Reframe modes that anyone can use ✔️ Automatic POV + Selfie modes for minimal editing, while retaining full 360 flexibility ✔️ Most-in-class 6 microphones that unlock true-to-life spatial audio with innovative Audio Field of View ✔️ 23% larger, 1960mAh cold-weather Enduro battery ✔️ 360 Night Effects for creative capture in the dark ✔️ Sleek form factor for noninvasive mounting in action sports ✔️ Unbreakable Max #HyperSmooth with 360° Horizon Lock ✔️ Rugged + waterproof to 16ft (5m) ✔️ Quick-release magnetic mounting + compatibility with GoPro's entire accessory ecosystem ✔️ Single lens 4K60 video in Max HyperView at 180° FOV ✔️ 29MP 360 photos for cropping + zooming without quality loss ✔️ Bluetooth® audio connectivity for wireless microphones ✔️ Lightning-fast transfer speeds to the GoPro Quik App with Wifi 6 + BLE 5.3 🇺🇸 Designed in the USA Enhanced by a GoPro Subscription: ✔️ AI-edited highlight videos automatically sent to your phone ✔️ Unlimited cloud storage at 100% quality ✔️ No-questions-asked camera replacement 📦 Pre-order today, with free shipping and a free 1-year GoPro Subscription at Orders will ship on or before September 30th. *MAX2 delivers up to 21% more video resolution compared to competitive 360 cameras’ native maximum video resolution before they up-scale.

GoPro

139,251 次观看 • 10 个月前

📺 IS $META STARTING A NEW NARRATIVE? + SEMIS WEAKNESS IS REAL + $AMZN THE NEXT ROTATION TRADE? One of the biggest questions right now: is $META latest AI announcement simply creating a short-term trading opportunity, or is it the beginning of an entirely new market narrative? Rather than focusing on headlines, watch price action. The initial reaction to the news is only the first step. What matters now is whether #Meta can hold key support, consolidate its gains, and begin a sustained bullish sequence. For swing traders, the $595 area is the key level that needs to hold. If #META continues to digest the move constructively, a breakout above $628 could signal the next leg higher. * While Meta has grabbed the spotlight, the bigger story may be the growing weakness across semis $SMH $SOXX. After leading the market for months, the leadership names are starting to show signs of fatigue. $MU lost momentum, broke important support, and closed near its lows. $SNDK appeared ready to break out before reversing sharply lower and triggering an active exit. These types of failed breakouts are often early signals that leadership within a sector may be changing. The 21-day moving average remains one of the most important technical levels to monitor. Throughout the rally since March, this moving average has consistently acted as support. Until leading stocks begin breaking and closing below it, the broader uptrend remains intact. A pullback toward the 50-day moving average can still be considered a normal correction rather than the start of a bear market. * Another important takeaway is the potential for sector rotation. If institutional money continues to leave semiconductors and AI infrastructure, it will likely seek opportunities elsewhere within large-cap technology. For example, $AMZN. Amazon is a value-oriented mega-cap technology stock that could benefit if investors rotate away from expensive AI winners. Despite a compelling long-term story and an attractive valuation relative to its history, Amazon has been frustrating to trade. Still, improving relative strength could attract fresh buying if this rotation continues. I purchased July 10 $250 call options, giving myself limited risk while allowing time for the rotation thesis to develop. * So, you should avoid making bold predictions during periods of uncertainty. Instead, define your risk, stay flexible, follow your trading rules, and let price action determine whether $META is launching a new AI narrative, whether semiconductor weakness deepens, and whether $AMZN becomes one of the next beneficiaries of market rotation. * If you found this helpful, please ❤️like and 🔁retweet

Scott Redler

13,656 次观看 • 25 天前

After 8+ years on the Tesla Autopilot team and 3 years at Intel, I started Apex Compute to design a new architecture for efficient AI inference. For the past 9 months, we’ve been building our custom inference accelerator. Today we’re releasing Unified Engine v1. Last June we raised our seed round with Maxitech , DeepFin Research, Soma Capital and an incredible group of angel investors. In less than 9 months, we completed our RTL architecture and brought our first pre-silicon prototype to life on FPGA. Our architecture combines systolic array and vector processing in a single compute engine with multiple architectural optimizations, achieving very high FLOPs utilization. A single engine is super lean and it uses less than 90K LUTs and 1 MB Block RAM. It may also be one of the smallest logic-footprint compute engines developed so far. Our Unified Engine v1 supports: -matrix-matrix multiplication (~95% FLOPs utilization) -softmax (~90% FLOPs utilization) -broadcast and element-wise operations -RMSNorm / LayerNorm -block quantization/dequantization (fp4, int4) -multi-engine synchronization and many other operations. We even implemented memory-efficient attention similar to FlashAttention, reaching ~90% FLOP utilization. Full benchmarks and the software stack are available on our GitHub: We have basic compiler written in Python and it supports PyTorch tensors directly to easily test and transfer tensors between the accelerator and host using bf16, fp4 and int4 formats. Our FPGA prototype can already run LLM inference and outperform NVIDIA Jetson Orin Nano, even on a mid-tier FPGA setup (6.4x lower memory bandwidth, 18% slower clock speed at 4.5 Watts). Check the side-by-side comparison video below. Our GitHub includes low-level operator implementations, examples for tiled matrix multiplication, operation chaining, tensor parallelism, attention kernel and a full Gemma 3 1B model implementation. Many more models(Vision Transformers and VLA) are coming soon. Our accelerator IP is AXI-ready for deployment on any AMD(Xilinx) FPGA platform today. Even better, our two-engine prototype runs on an entry-level AMD(Xilinx) FPGA as a PCIe accelerator card. You can purchase it here for $50 to experiment our pre-silicon prototype on your desktop PC or Raspberry Pi 5. We will be releasing hardware bitstream updates as the architecture gets new features. More to come soon! We are expanding our team and looking for compiler engineers and floating-point hardware design engineers. If you're interested, please send me a DM.

Hasan

37,603 次观看 • 4 个月前

Bob McGwier (Science Bob McGwier) worked as a contractor in mathematics and signals for three letter agencies (including the CIA) for decades. Now he has some dumbfounding things to say about UFOs. They involve alien prophecies given to Presidents like Obama and human implants used as tracking devices. Episode full link below 👇🏻: 1. Human Implants as Tracking Devices: Bob thinks implants found in experiencers emit RF signals, which can be geolocated using satellite technology like his own company, HawkEye 360. The potential for advanced tracking was demonstrated with measurable evidence of RF bursts. Bob’s girlfriend has an implant and he tested this LIVE with her. Video in the episode. 2. CRISPR and DNA as Data Storage: The use of CRISPR-Cas9 for encoding data into DNA raises the possibility that humans or other organisms could serve as biological data carriers, potentially undetectable by conventional methods. We could be walking hard drives! 3. Advanced Physics and Exotic Propulsion: We discuss the manipulation of the stress-energy tensor (through various methods), polarizable vacuum fields, and negative energy to engineer warp drives with cutting-edge theoretical and experimental physics, sometimes inspired by reverse-engineered technology. 4. Carl Sagan’s Alleged Involvement: Sagan’s purported deep ties to intelligence and his possession of high-security clearances contradict his public anti-UFO stance, implying he may have been privy to classified knowledge about extraterrestrial phenomena. 5. Secrecy in Government Science: The classification of new physics under the Atomic Energy Act, which includes discoveries potentially related to UAPs, underscores how deeply science tied to national security can remain hidden. 6. Consciousness and Physics Intersection: Theories linking consciousness to quantum mechanics and exotic propulsion hint at an overarching framework where the mind could influence physical reality, potentially tied to phenomena like UAP navigation. 7. Chris Bledsoe’s Prophecies and Government Interest: The involvement of high-level government figures like Jim Semivan with experiencers like Bledsoe suggests a serious interest in understanding the intersection of metaphysical experiences and their implications for national security. Bob claims Bledsoe’s prophecy made it to the White House itself!

Jesse Michels

117,601 次观看 • 1 年前

DOUG CASEY'S NEXT BIG WIN: OIL STOCKS POISED FOR A RUNAWAY BULL MARKET Legendary investor Doug Casey has identified a sector that the market has almost completely forgotten. Oil stocks trade at valuations that would have seemed impossible just a few years ago, yet they come with solid cash flows and attractive yields. With political tensions in the Middle East refusing to cool, this forgotten corner of the market may be about to wake up in dramatic fashion. THE HISTORICAL COLLAPSE IN ATTENTION ➡️ In 1980, during the last major oil market peak, oil and natural gas stocks made up 30 percent of the S&P 500. ➡️ Today that weighting has fallen all the way to just 4 percent. ➡️ Investors have turned their backs on the entire sector. THE ATTRACTIVE FUNDAMENTALS TODAY ➡️ Oil has reached what Casey describes as a new equilibrium level around 95 dollars per barrel. ➡️ Production costs for the industry sit near 60 dollars. ➡️ This spread allows producers to generate strong returns at current prices. THE GEOPOLITICAL TAILWIND ➡️ The conflict between Iran and Israel shows no signs of ending. ➡️ Casey puts it bluntly: "This thing with Iran and Israel ain't going to go away." ➡️ He believes oil prices are going to go higher for political reasons. THE DIVIDEND AND VALUATION EDGE ➡️ Most oil stocks offer fat dividend yields that the market is completely ignoring. ➡️ The sector trades at deeply depressed valuations relative to almost everything else. ➡️ Doug Casey sees this as the setup for a runaway bull market in oil stocks. THE BOTTOM LINE Doug Casey sees the oil stocks sector as one of the most compelling opportunities available to investors right now. The extreme underrepresentation in major indices, reliable profitability at current prices, and building pressure from geopolitics create conditions for significant appreciation that the broader market has yet to price in. Smart money positions itself before the rest of the world wakes up to what is hiding in plain sight. #OilStocks #DougCasey #EnergyInvesting #OilPrices #Geopolitics #DividendStocks #ContrarianInvesting

Mark

38,302 次观看 • 1 个月前

📺 Follow-Through Day Confirmed – Now What? Please ❤️like and 🔁share with fellow growth stock investors In today's market update, Connor Bates notes that the market has flipped back into an uptrend, driven by a broad, powerful gap up across all major indexes. It was triggered by the U.S.–Iran two-week ceasefire, which acted as a macro catalyst and unlocked risk-on sentiment. This move confirmed a Follow-Through Day (FTD) — a key signal that a new rally attempt may be underway. However, this is not “all clear” yet. Distribution after the FTD could invalidate the move. So, while the trend just turned positive, it still needs to prove itself. We are watching it closely. * On Wednesday: – $SPX gapped above 8/21 EMA, and 200-day MA. Closed right at the 50-day MA → key resistance level. Strong close = bullish confirmation, but still testing a major zone. – $QQQ closed firmly above the 50-day MA, showing stronger relative strength vs $SPX. Growth leaning constructive again. – Equal Weight S&P $RSP also gapped into the 50-day MA – suggests broader participation, not just mega caps. Mega caps $MAGS actually showed relative weakness, closing below the 50-day and 200-day moving averages, meaning this rally is not being led by big tech (yet). – Dow Jones $DIA closed right at the 50-day MA. Still in a decision zone. – Small Caps $IWM had a very strong close, confirming risk-on behavior. Important: small caps leading = healthier rally. – Mid Caps $MDY held the 50-day MA. Strong close → confirms internal strength. – $VIX dropped ~18%. Still above 20, but moving in the right direction. This is exactly what bulls want: volatility collapsing. – Dollar $DXY gapped down, had a slight recovery, and then rejected the $100 level. Weak dollar = tailwind for equities. – #Gold $GLD still building, no breakout, Gold miners $GDX → rejected resistance, while #Silver $SLV → mixed. – Bitcoin $IBIT was surprisingly weak. * NASDAQ Breadth / Indicators: – RSI bouncing up from oversold (30) – MACD bullish crossover – Indicator reclaiming 10 EMA This is called bullish alignment. And historically, when this happens, growth stocks and market breadth improve significantly. This is a strong tailwind if it continues. Fear & Greed Index: Extreme Fear → Fear (30) – Sentiment is improving, but still cautious – This is actually good for a rally (room to move higher) * Interestingly, despite the rally, software stocks $IGV got crushed again. The trigger – new AI developments (Claude agent release). Names like Microsoft $MSFT, Oracle $ORCL, and Palantir $PLTR were all down. * Some changes in our portfolios: – In Grotection, we reduced hedges $SPXS and bought DigitalOcean $DOCN and Cheniere Energy $LNG. – In Turbotection, we trimmed our $NVDA short and bought $SPYM, BWX Technologies $BWXT, and Solstice Advanced Materials $SOLS. We are less defensive, selectively adding risk — but not yet fully bullish. * So, for today, respect the trend shift, but demand confirmation over the next few days. If this holds above the gap and builds, you’re looking at a real trend change. If it fails quickly, it was just a news-driven squeeze. * If you enjoyed this short video, please ❤️like and 🔁retweet You can now find more details about Revere Asset Management in the FAQ section on our website, along with additional insights into our investment process, portfolio structure, and onboarding. ▶️

Revere Asset Management

10,932 次观看 • 3 个月前

Something interesting is going to be released soon... ✨ Kitt The Inner Circle Trader "If I had to trade only one model for the rest of my life, considering everything I've publicly disclosed, my choice would be either the second stage of re-distribution in an MMSM or the second stage of re-accumulation in an MMBM. With either of these, I believe I could consistently generate substantial profits without the need to explore alternative strategies. These models rely on specific components of both the buy and sell sides of the market curve, which are directly interconnected. This isn't a matter of identifying support and resistance levels; it's about understanding the logic of order flow. In the case of the market maker sell model, I focus on identifying a pool of liquidity beneath the initial consolidation. When I spot this sellside opportunity, I patiently await a reversal. This reversal should lead to a drop of at least 50% from the smart money's reversal point down to the sellside liquidity. If it achieves this, and then begins to rally once more, I'll look to correlate it with the other side of the curve, where the market previously rallied before reversing. This will provide me with an array that initially signaled a bullish trend but now acts as a reversal indicator. This marks the second stage of distribution or redistribution, and it usually happens swiftly, pushing prices towards the sellside. In essence, I'm waiting for a unicorn setup, where all the pieces align perfectly, and I have everything in my favor. I'll risk 5% on such a trade. This approach involves re-accumulation, where the sellside drops down to 50%, and then I match it with another array to capture the reversal. Now, picture a market maker model involving a consolidation phase where relative equal lows are formed, followed by an upward rally, possibly forming a consolidation that resembles a bull flag pattern. Subsequently, it rallies out of that consolidation. Sometimes, it may create a second stage of re-accumulation as it trades towards a premium array level—a level I consider a liquidity draw. If I'm feeling bullish, I'd aim for that level. I don't necessarily need to be there at the exact moment; I might spot the opportunity later and act accordingly. If it's reacting off of a level, that should offer sellside. So, you know where sellside delivery. The market should drop down. So, I'm anticipating price reacting and reversing at the smart money reversal once it starts to break down. If it goes back up a little bit, that's the smart money reversal. Low risk sell is the next stage and then they'll drop. When we reach the low-risk sell, it's important that the drop reaches at least 50% of the total range from the smart money reversal to the sellside I'm targeting. As long as it accomplishes this, I have confidence that the subsequent rally will reach a premium array on the left side of the curve before the market makes its high and reverses. Why would it do that? Because it's part of a larger continuation. So when and how would I determine when it's going to fail ,that first leg of re-distribution on the sell side, if it doesn't pierce 50% of that range from the smart money reversal down to the sell side liquidity. If it doesn't do that, then it's not going to go down there. It's going to be a continuation of reverse and go the other way." #ict #ICT

LumiTraders

387,371 次观看 • 2 年前

🚨BOMBSHELL: Blake Neff's CONNECTION To Charlie Kirk's ASSASSINATION Just Went From SHADY To Straight-Up SUSPICIOUS – WARGAMES SPECIALIST? Wait, What? Candace Owens drops the HARDEST bombshell tonight on her podcast: A military whistleblower stumbles into a secret Fort Huachuca meeting on Sept 9th – DAY BEFORE Charlie Kirk's murder – packed with 12+ lieutenant colonels (Pentagon-level brass, not your average Tuesday briefing). The guy leading the 7-hour interrogation? CAPTAIN NEFF. Yeah... that Neff. As in, Blake Neff – Charlie Kirk's longtime producer and TPUSA insider. Blake Neff wasn't just some media hack. He was a WARGAMES SPECIALIST for the US Marine Corps War College from 2016-2020. His job? Facilitating high-stakes simulations with... you guessed it... COLONELS and LIEUTENANT COLONELS. Exactly the ranks swarming that "coincidental" meeting Harry Myers walked into. Neff got booted from the program after his racist posts leaked (Fox fired him too), but connections like that don't vanish. Fast-forward to 2025: Is "Captain Neff" his brother? A relative? Or just the most convenient cover in a family of military-adjacent insiders? Candace's whistleblower: "This was a final op planning session – isolated, high-clearance, no walk-ins allowed." Then boom – Charlie's dead the next day. Brian Harpole (TPUSA COO) spotted leaving with a mystery gray-haired boss. Foreign planes overhead. Crime scene paved over on a Sunday. This isn't "Occam's razor Tyler Robinson solo." This is a Deep State playbook: Wargame the hit, execute, cover tracks. Turning Point USA Tyler Bowyer – your "transparent" Dec 15th stream better explain Neff's family ties to military command. Or is this why you're dodging real questions? Donald J. Trump SecWar – Time to respond? The people demand answers. Drop a 💣 if this Neff bombshell has you raging. RT to wake up the normies. The truth avalanche is here. FOLLOW: troofevades

Project Constitution

95,497 次观看 • 7 个月前