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Tuesday, April 28, 2026

SpaceX IPO Date Scheduled for June - In The Meantime Buy This

SpaceX IPO - projected to be the largest in history (1.5t -$2t) - BY FAR: Exact Timeline Estimates Free From Motley Fool [link] peg the IPO Date: June 18th-30th 

In the meantime the market buzz alone is bound to continue driving the FOMO rally in Aerospace stocks, and I think you're going to want to get on board with it, and buy Tesla shares as well...     

I've been calling this for a week. Credit where it's due — I'll take the plagiarism as a compliment:  

TESLA $TSLA - chart shows bullish accumulation at the 350-360 level: 



Hey remember me, beating the bear drum on the semiconductor rally over the weekend [link]

Breaking News Jim Cramer uses NBC's financial flagship to cast shade on the Semiconductor rally, while trimming his own position (technically a charitable trust). Translation: his investment club is already short. 

Jim's former boss Goldman Sachs even chimed in, "the ($SOX) index traded about 50% above its 200-day moving average, a key momentum indicator used by technical strategists. That’s its most extended level since 2000". I'm not sure how they measure that, but it sounds pretty convincing.  

Even Morgan Stanley jumped on the bearish bandwagon, "flagging semiconductors as the most over-bought in history"?  [link]  

Wait Just a Damn Minute:  the only stock that matters NVIDIA $NVDA did all the heavy lifting in yesterday's session, closing at NEW ALL TIME HIGHS, AND CRAMER IS BEARISH?

Normally I would say this smells like a bear trap. I just had to pull up some charts (fact checking myself) to make sure I'm not hallucinating. 😂  

 

$DFTX chart is pulling back to the 200 day - Adding this one to my watchlist.  
 
If trading doesn't pick up on Wednesday's FOMC announcement + Tech earnings, I'm giving up trading for good - just kidding. $VIX just bounced out of the hole after touching 18 yesterday, and hopefully that's a sign that the sideways slop is finally coming to an end.  

Sunday, April 26, 2026

Dissecting Semiconductors + One Hyperscaler Quietly Sitting on the Launchpad

After Friday's short squeeze in Intel (+30% at one point in pre-market) — I decided to pop the latch on the semiconductor engine. I found a few monkey wrenches. But I also found a double bottom forming in one of Wall Street's favorite hyperscalers ($IBM).

  • $INTC (Intel) — The AI perma-bulls seemed to throw caution to the wind on Friday, as they drove the stock to new all-time highs in Thursday's after-hours session — putting a few more sprinkles on the already heavily frosted rally in semiconductor stocks.

    🔧 A Few Monkey Wrenches:

  • Super risky, highly speculative microcaps like $COHU being FOMO bought — red flag — reminiscent of the crypto pump of '25
  • The same bots we watched drive crypto to the moon and back last year were spotted trolling the financial hashtags on X — HUGE RED FLAG

Same Bots Different Stocks

THE DANGLING CARROT WALL STREET MUST CHASE   

You gotta take the good with the bad — especially heading into what may be the biggest earnings week for tech stocks all year. And I found a big juicy carrot dangling directly in front of the perma-bulls — one they ABSOLUTELY CANNOT RESIST. Why? Because it's a "hyperscaler" (fancy Wall Street word for "big cloud company") — and I plan to tear that whole world apart in an upcoming 3-part series. DON'T MISS IT.

$IBM — Trades into a perfect double bottom (that's no coincidence). I think it can easily rally back to the June 2025 level of $290. Wall Street holds a broadly bullish consensus on IBM, with 60% of analysts rating it a Buy and 40% maintaining a Neutral stance — notably, 0% carry a Bearish rating.

$IBM DCS chart

$VIX Update: Still manipulated as ever — they can't technically short it, so they do this instead: [link]

Make No Mistake — This Market Is Trading Into a Bubble Like the World Has Never Seen Before

  • Animal instincts being triggered by Hollywood-level smoke & mirrors
  • Machine-driven algos steering markets instead of common sense
  • Entire market levitated by one highly speculative sector
  • Selling of $VIX volatility signaling Risk On — a false positive
  • Broader market whipsawing back to the top of the range — technical red flag
  • Friday short squeezes masquerading as organic buying — classic bear indicator

Warning to 401k fans: We've gone to 100% cash and dropped new contributions to 0%!


I'm not saying stocks are going to crash right here — but the S&P is trading back near the top of the range. "New All-Time Highs" is mostly smoke and mirrors. Most stocks are not trading at all-time highs — far from it.

Take Care, 
AA 

P.S. — Reminder: Intel became a government-sponsored enterprise when the Trump administration purchased a nearly 10% stake (433.3 million shares) in August 2025 — a move designed to bolster domestic semiconductor production. So the question worth asking: if chip demand is so insatiable, why does Intel need a government lifeline at all?