@Barcode:$Sea Ltd(SE)$$Alibaba(BABA)$ $MercadoLibre(MELI)$ 🚨📉🔥 Sea Ltd Capitulation or Structural Inflection? Bearish Flow Spikes While Earnings Power Accelerates 🔥📉🚨 I’m seeing Sea Ltd $SE under heavy bearish flow this morning with 20K+ puts traded, roughly 10× normal volume. Feb 130p is the most active strike while fresh positioning builds in June 100p. Price is down about -6% on the day, trading near its lowest level since April and still roughly -13% Y/Y as momentum unwinds across growth names. Yet the earnings and cash flow trajectory keeps strengthening. TTM revenue now exceeds $21B, growing about 38% YoY, with a 5-year revenue CAGR near 22%. Pr
@Barcode:$Walt Disney(DIS)$$Paramount Global(PARAP)$ $Netflix(NFLX)$ 🎬 Disney CEO Succession (Again) 🍿 Bob Iger has selected his successor for the SECOND time in 6 years. 🏰 Josh D’Amaro has been unanimously chosen by Disney’s board to become the next CEO of Walt Disney Co. ( $DIS). 📅 D’Amaro will officially take over from Bob Iger on March 18, 2026, and is expected to join the board the same day. Another major leadership reset at Disney 💥 🎥🎬🍿 ⓗⓐⓟⓟⓨ ⓣⓡⓐⓓⓘⓝⓖ ⓐⓗⓔⓐⓓ! ⓒⓗⓔⓔⓡⓢ, ⓑⓒ🍀🍀🍀
@Barcode:$Texas Instruments(TXN)$$Silicon Laboratories(SLAB)$ $Enphase Energy(ENPH)$ 📈 🚀 Silicon Labs $SLAB is among the top performers on Nasdaq today after agreeing to $7.5B buyout proposed by Texas Instruments $TXN . SLAB +49.3% today to trade at $204.03, marking its best daily pop EVER, after earlier hitting a three year high of $207.49. SiliconLabs $SLAB, Q4-25. Results: 📊 Adj. EPS: $0.56 🟢 💰 Revenue: $208.2M 🟢 📈 Net Loss: $2.7M 🔎 Strong YoY revenue growth driven by Industrial & Commercial, with margin expansion and non-GAAP profitability. 📈 ⓗⓐⓟⓟⓨ ⓣⓡⓐⓓⓘⓝⓖ ⓐⓗⓔⓐⓓ! ⓒⓗⓔⓔⓡⓢ, ⓑⓒ🍀🍀🍀
@Barcode:$Tesla Motors(TSLA)$$Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ 🚨📰🗞️ I’m seeing meaningful institutional signals lining up around $TSLA right now, and the capital flows are getting hard to ignore. 🚨 ARK Invest’s $ARKX just added 35,766 shares of Tesla, roughly $14.5M at the $406.01 close. Cathie Wood stepping in here signals conviction into weakness rather than chasing strength. 📰🗞️🚨 Zurcher Kantonalbank also lifted its Tesla exposure by 6.28%, adding 130,827 shares and bringing total holdings to 2,214,141 shares, worth nearly $996M in the latest 13F. That’s steady institutional accumulation, not speculative trading. 🚨 Then the real lon
@Barcode:$Palantir Technologies Inc.(PLTR)$ $Rigetti Computing(RGTI)$ $AST SpaceMobile, Inc.(ASTS)$ 📉🧠🔥 Momentum Unwind Hits AI Leaders, Is $PLTR Resetting or Breaking? 🔥🧠📉 A regime shift is spreading across the AI and high beta complex, and Palantir now provides the clearest signal that momentum has decisively unwound after an extended multi quarter run. Despite delivering a strong earnings beat, price action confirms that positioning and valuation, not fundamentals, are now driving the tape. This is where crowded winners either reset or break. $PLTR now trades rough
@Barcode:$iShares Silver Trust(SLV)$$Amazon.com(AMZN)$ $Apple(AAPL)$ 🥈🔥🚨🥈 SILVER LIQUIDITY FLUSH SHOCKS GLOBAL MARKETS 🥈🚨🔥 🥈I’m glued to this into Monday as China 🇨🇳 sets the tone after silver smashed through structure in a classic liquidity flush. $SLV turnover hit a record $41B Friday, traded value greater than $AAPL and $AMZN combined, vs barely $2B a month ago. Institutions warned of profit taking, options signalled risk, then silver plunged $40 an ounce in a brutal 26% record crash as Warsh Fed talk boosted USD and Chinese flow turned parabolic and untradeable. SI1 dumped 31.37% to 78.53, slicing LB T1 near 70 as momentum and flow flipped.
@Barcode:$Tesla Motors(TSLA)$$Alphabet(GOOGL)$$Meta Platforms, Inc.(META)$ 🚗⚡📈 $TSLA Daily Structure, Momentum Reset, And A Nine Day Battle For Control 📈⚡🚗 📊 My Daily Structure And Technical Read I opened the session watching a tightly coiled nine day consolidation range that has now delivered its highest close of the entire structure. Yesterday’s monster run needed a breather, so the fact that $TSLA still finished green tells me buyers remain in control. The early Bear hit was absorbed quickly, Bulls counter attacked, and price closed at $419.40 with the overnight market sitting at $421.64. Price is now sitting directly under my blue mid term moving average. That leve