@JLoesser
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Christian, Husband, Surfer, & Financial Advisor @ EPG. trades are opinion not advice
Bonita Springs, FL
Joined January 2013
- Tweets18.3K
- Following534
- Followers653
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Jeff Loesser retweeted
Markets on “hold” today until FOMC rate decision at 2:15pm ET
1. if Fed raises, markets expected
- Future cuts likely get removed,
- 10-yr yield likely drops
= stocks rally
2. If Fed “holds”
- dovish surprise, even if hawkish talk
- markets focus on hold regime underway
= stocks rally
We think most likely path is a rally post-2:15pm ET
@FundstratDirect @FundstratCap @BitMNR
$BMNR $BMNP
Jeff Loesser retweeted
Bitcoin has held the floor of its power law curve and has now corrected long enough to satisfy the time element of its mild 4- year cycle winter.
Jeff Loesser retweeted
#earnings for the week of August 24, 2026
earningswhispers.com/calenda…
$NVDA $MRVL $CRM $IREN $CRWD $XPEV $KSS $INTU $OKTA $ADSK $SNPS $DKS $AFRM $ULTA $WDAY $S $ANF $DY $ESTC $CM $BBY $RBRK $GRRR $BILI $A $PDD $WSM $SMTC $VEEV $ZM $TTD $PICS $LI $RY $SJM $DG $NCNO $BNS $BOX $GAP $HEI $HPQ $HQY $HRL $GFI $DCI $BURL $BBW $BBWI $NTNX
ALT The most anticipated earnings releases for the week of August 24, 2026, are NVIDIA #NVDA, Marvell Technology #MRVL, Salesforce #CRM, IREN Ltd. #IREN, CrowdStrike #CRWD, XPeng #XPEV, Kohl's #KSS, Intuit #INTU, Okta #OKTA, and Autodesk #ADSK.
Jeff Loesser retweeted
I have made MILLIONS trading the AI Sector Rotation
Print this. Keep this. It’s how the next Millions will be made.
My Secret to catching it early?
Following the Sector ETF’s for strength and weakness
AI Ecosystem
• $AIQ: $AMD $INTC $SKHY
Semiconductors
• $SMH: $NVDA $TSM $AVGO
Memory
• $DRAM: $MU $SNDK $WDC
Photonics
• $EUV: $LITE $COHR $AAOI
Software
• $IGV: $PLTR $NOW $ORCL
Cybersecurity
• $CIBR: $CRWD $PANW $FTNT
AI Infrastructure
• $WGMI: $IREN $CORZ $HUT
Data Centers
• $DTCR: $EQIX $DLR $VRT
Physical AI
• $BOTZ: $ISRG $CGNX $TSLA
Space & Defense
• $ARKX: $RKLB $KTOS $SPCX
Nuclear
• $NLR: $CEG $CCJ $OKLO
Quantum
• $QTUM: $IONQ $RGTI $QBTS
Capital rotates through sectors long before most investors notice.
This is how we will catch them early.
Jeff Loesser retweeted
"We’re not going to be conservative in how we play this." Andy Jassey, CEO at Amazon, on their views on AI
AI spending isn't slowing down. At all.
Initiated Micron long $MU at $719.50 after hours. Thinking this tech sell off has provided some decent entry spots
Jeff Loesser retweeted
The 30-Year Mortgage Rate today seems really high until you take a bigger picture view.
Jeff Loesser retweeted
The President of the United States said yesterday that we should have the lowest interest rates in the world, yet some people think his hand-picked central bank leader is going to increase interest rates this year.
Just seems impossible.
Jeff Loesser retweeted
We've said all along the Fed isn't just not hiking in July, but they aren't hiking all year.
Jeff Loesser retweeted
BREAKING: June CPI inflation falls to 3.5%, below expectations of 3.8%
Core CPI inflation falls to 2.6%, below expectations of 2.8%.
Month-over-month CPI inflation fell -0.4%, the biggest monthly drop since May 2020.
US stock market futures are surging on the news.
Jeff Loesser retweeted
The Mag 7 down YTD and the 493 up more than 13% YTD is one of the most incredible stories from an incredible year so far.
It wasn't that long ago that most client meetings were all about why don't we only invest in these 7 stocks?
Jeff Loesser retweeted
BREAKING: US semiconductor ETFs, $SMH, and $SOXX, attracted +$4.7 billion in inflows last week, the largest combined weekly inflow on record.
This exceeds the previous weekly record by ~$1.8 billion, or ~62%.
Furthermore, half of the most-traded ETFs in early June were related to semiconductor stocks.
As a result, the semiconductor index, $SOX, is up +90% year-to-date, massively outperforming other sectors.
The rally in semiconductors is unlike anything ever seen before.
Jeff Loesser retweeted
“Just holding the QQQ index over the last 10 years would have generated a 22% IRR
You would have outperformed almost every venture capital and private equity fund that exists simply by owning an index and doing nothing beyond that.” - @BoringBiz_
Insane returns for index.
