@SteveCPro
Account based inUnited States
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Joined March 2026
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SteveC retweeted
The most straightforward market indicator by @Qullamaggie
"The second you think you are smarter than the 10 & 20 day MA, that's when you are doomed for mediocrity. Trust me. I talk from experience. "
-@Qullamaggie
SteveC retweeted
A river never argues with a rock.
and
A trader (should) never argue with the market.
SteveC retweeted
Do you have enough exposure to energy?
AI Boom: WoodMac predicts a power supercycle in the U.S. 🇺🇸⚡️
SteveC retweeted
Nothing unusual about small-cap underperformance, given secular bull-market regime. H/t BofA.
SteveC retweeted
Uranium - I've been asked about the sector recently. In simple terms, it needs to turn up from here to avoid a scenario that takes my target timings off the table. An additional requirement to gain my interest would be that it needs to be in a bull market versus SPX, gold, silver, energy & oil.
SteveC retweeted
🧵The end of the Uranium rout looks to be near
Retail is puking uranium mining shares as sentiment crashes to Liberation Day Lows. When will this end?!?!? Probably soon. Looks like a ripe opportunity to add to long-term positions.
Note the slow stochastic oscillator (the study just below the price chart). Yes, it's still pointed down as it passes the 20% (red line) extreme oversold level, so it could have a couple more down days to go. I'm guessing an undercut low at a $36- or maybe $35-handle.
But wait, there's more...
SteveC retweeted
When I hear classic contrarian sayings like ”buy low, sell high”, then I think about this commodities vs general equities chart.
Commodities are extremely undervalued vs the stock market. A historical opportunity is underway, in the form of a global paradigm shift away from overvalued paper assets towards undervalued hard assets. It will be the largest global financial paradigm shift the world has ever seen. And therefore, one of the biggest opportunities there has ever been.
The pushed narrative is that big inflation is done.
No, it is not. Not by a mile. Unfortunately.
The commodities bull market started 6.5 years ago, which we caught the start of.
The biggest financial opportunity in our lifetime, and threat.
So, do not miss it, whatever you do. graddhy.com
SteveC retweeted
Uranium miners are down 45% while uranium sits near $90, close to its highs.
Last time miners got crushed while the metal held up was spring 2025…
The Sprott ETF nearly tripled in nine months
SteveC retweeted
The sell-off in uranium stocks also continues. URA is about to test the support level at the 52-week lows again..
SteveC retweeted
Interesting glance considering the average S&P return is about 7.4%ish the past Century.
The average S&P drawdown from highs to lows each year is 14%ish. If you put in monthly flows and add two more when we correct 5% or 10% off highs u can create ur own alpha.
If u trade for a living. That’s Different
SteveC retweeted
$LITE’s CEO just gave one of the strongest bullish signals for $AAOI.
Lumentum CEO Michael Hurlston says the company’s optical components are effectively sold out through early 2029, with demand so strong that some product lines could face substantial supply shortfalls through 2027.
Now look at what $AAOI is doing.
AAOI is aggressively expanding its 800G and 1.6T manufacturing capacity:
• Q2 2026: ~148K units/month
• Q4 2026 target: ~650K/month
• Q4 2027 target: ~930K/month
That’s more than a 6x expansion in planned monthly capacity from Q2 2026 to late 2027.
When one of the industry’s leading optical suppliers is talking about being sold out years in advance, it reinforces just how constrained the AI networking supply chain has become.
And $AAOI is investing heavily to bring new capacity online precisely during that shortage.
Of course, Lumentum’s shortages don’t automatically translate into $AAOI orders. But the broader demand signal is difficult to ignore.
See you at $500 next year.
SteveC retweeted
Energy Fuels: Short sellers did very well over the past few months. However, many still did not cover. A 22% short interest after the stock has fallen 60% in a few months is significant. 🤫🔥
SteveC retweeted
Many don’t know that initial balance is the most inportant price of entire day.
It dictates rest of the day.
Large traders do not trade at random hours .
It’s like the high tide .
The large fish is busy feasting in this hour.
Follow the footsteps of large smart fish.
SteveC retweeted
The rich and powerful are all pumping stocks .
Stocks are the only thing going on for this admin.
They will keep pumping them until they can’t.
This is a freight train and little man is in the way with his meagre savings shorting.
A recipe for disaster.
SteveC retweeted
I'm buying again.
Some people seem offended by my choice of yellow metal to speculate on today, but it's not my job to be a cheerleader, not even for things I love.
I'm here to make money—and help others do the same.
(Link in reply so X won't hide this post.)
SteveC retweeted
$PLTR founder Peter Thiel invested over 70% of his public portoflio into energy stocks.
That is not a coincidence.
These are his biggest holdings:
1. $AMZN 28.2%
2. $VIST 18.1%
3. $VST 14.1%
4. $AEP 10.1%
5. $DTE 9.7%
6. $FE 9.6%
7. $CMS 9.5%
Energy remains the biggest bottleneck in the entire AI-Buildout.
These are my top picks to play the energy bottleneck, which still have massive upside potential:
1. $BE
2. $FTAI
3. $FPS
4. $SMR
What are your top picks in this sector?
SteveC retweeted
$LITE just made a new ATH.
Price is now up over 85% since the low in august.
And I think there's still more room left to the upside.
The most important resistances have all been breached, and price is squeezing towards my next PT at $1440.
The photonics demand is just ramping up right now, and will massively increase over the next years.
We shared this setup with patreon members at $860.
It's over $1100 now.
SteveC retweeted
$ACN (Update) +196% RVOL move
The most compelling setup and move today. Let’s see if it holds.
$BE via $BEX (Update)
Tough week. Close to stopping out on the final tranche within a single session. Also stopped out on $NET on T+2 on loss this week. If you’ve been struggling with recent entries, with the exception of names like $P, you’re not alone. This has been a difficult market for everyone. $P - nitter.cf/jfsrev/status/21056650…
The journey to becoming a successful trader is never easy. There will be uncertainty, setbacks, mistakes, and difficult periods like this one.
But keep going. Stay resilient, learn from every loss, adapt to the market, and keep sharpening your process. Progress is built through consistency and perseverance, and every difficult market is another opportunity to become a better trader.
