Breakout by Philo
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Breakout by Philo
Making sense of TPUs, Debasement and Takaichi
End of Year Mega Breakout by Philo - #Issue 18
Hanging from an AI thread
Global Macro et al.
Far-from-Equilibrium Danger
Read inside why you won't survive markets without this.
FOMO MARKET
Issue #15. All the way is up, but not really.
Breakout by Philo
The Trump Bounce & IPO Trading
Issue #14. CRWV, CRCL and IPO Trading. Gold & Reserve Assets.
Breakout by Philo
Schrodinger's USD // When Gold & Bonds Collide
Issue #13. The (tariff) brink and back? Nasdaq hit the level and is bouncing. Gold overdone etc.
Breakout by Philo
Nasdaq breaking down. Saylor breaking down too.
Issue #12. The importance of the >2 Year AI Trend.
Hesai & the LiDAR Opportunity
Hesai Group Breaking Out ASAP! Robotaxis leader could be staging a comeback.
Breakout by Philo
DeepSeek and Tariffs.
Issue #11. Historical events break historical patterns. Where are we now?
Breakout by Philo
J-Pow Flips the Script. FLUX Trading.
Issue #10. Crypto Reversal. Hot Dollars. Quantum Computing Explodes.
Trump + AI = Trump Trap?
Issue #9. Post-Trump election moves and more AI Hype.