Trader & Market Student of SUPER WINNERS since 1998 | Founder @TickerMonkey | Partner w/ @TMLTrader | Co-Founder TM Data Systems | ERx Gap Course w/ @JPoco722

Joined April 2009
4,415 Photos and videos
Pinned Tweet
Apr 7
PSA about what happened to me on here Sunday. For a few weeks I kept getting notifications about different IP addresses that were attempting to log into my account. X suggested turning on 2FA but I kept going. Finally on Sunday they succeeded. How did they succeed? Did I click on something? No, I did not. Phishing scams do not work on me. What happened was my email associated with my account had been in 15 data breaches over the years. And one of the data breaches was Twitter in 2023. In that 2023 Twitter data breach they got usernames and passwords. If you haven't changed your password on X since 2023 do yourself a major favor and do that right now then turn on 2FA. And then you can go to a site like : Have I Been Pwned and type in your email and it will show you every data breach associated with that email and exactly what they got access to in that breach. Forensics has revealed more about the group that got into my account and what sort of scam they were attempting to run. Needless to say if you ever see this account suddenly flip to offering some private crypto coin to flip into another larger crypto to then go to a website for some bullshit opportunity ( in this case some agentic ai create businesses that don't need people ) ... you know that ain't me. Report it like many of you did to help slow them down. Those of you who reported the hacked activity helped in slowing them down. Those of you like @RichardMoglen @TMLTrader @alphacharts365 @amphtrading that put out posts for me tagging @Support @premium @nikitabier @X helped push the ticket along faster imho. @NickSchmidt reaching out to the right folks on my behalf I think helped a lot. They had control of the account for half a day, but most of the time it was locked. By the time I found out and filed with X on it that took around 6-9hrs. The initial automated returns from their system are unnerving because they essentially read like "We can't do anything for you." There needs to be a better process for Premium folks that are ID verified. But filing a few more tickets referencing the prior ticket numbers in each new one finally got to the point where when I went to file the fifth one when I hit submit it read "can't submit as you are already in the queue." When I saw that I knew it was getting pushed for human review or whatever the next automation was. And that turned out to be a series of emails from X to submit my ID and answer some more questions. After that X changed the email back to mine.... locking out the hacker who had changed it to their email locking me out. And then I had to log in ... create a new password ... verify the email, etc. After doing that you have to wait 24hrs before you can flip on the 2FA. They do that just in case the hacker gets back in they don't want them turning on the 2FA to really lock you out. So last night was finally that 24hr mark and I was able to get the 2FA turned on. Didn't want to post about anything until I got that done. And of course every change that is made there's a 24hr period before anything else can be changed. The last thing I need to do is fix my bio where they changed that. Will find a new pic to put in when I do that next. And of course write back in my bio in proper English. Thank you for your attention to this matter! 🇺🇸🐒
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Happy Sunday! We ride at 11am cst for the ERx Q2 Mid Quarter Call. Complete review of the Quarter's MPEG, PEG, MG names along with leadership overview and exhaustive Q&A. @JPoco722 and I will see you there! rainkinginsights.com/erx-cou…

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Jun 12
Cool to see the FaceTime with @elonmusk as they opened $SPCX 60mm shares at 150 on the open.
And thank you to the Morgan Stanley trading crew in “Mission Control” sculpting the debut of $SPCX today. Here is the moment of first trade. P.S. Elon finally agreed to the IPO greenshoe options… but only if the bankers all wore green shoes. 👟 —> Mementos for all.
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Jun 12
"Green Shoes" for $SPCX Launch from $GS trading desk.
Go for Launch 🚀
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Jun 12
Last Friday's 3 bar break down on $QQQ and $SPY carry midpoints at 722.47 and 744.18. QQQ is into that level now. QQQ 722.47 SPY 744.18 Key levels of interest that can trigger resumption of primary trend with closes back above, or continuation of corrective period if they show resistance. Quick reclaims are always best and increase odds of quick move back to prior highs.
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Trillionaire. AMERICAN DREAM EXPANDS or better yet re-confirms that ANYTHING IS POSSIBLE when you have CAPITALISM as your anchor in a society. DREAM BIGGER!!! Set Goals that make you uncomfortable and lean into them.

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JT retweeted
There are many reasons why every portfolio manager at @RevereAsset has a Ticker Monkey subscription. Nothing but the best from JT 💪👇💪👇💪👇💪👇💪
Jun 10
With the help of my brother back on June 10th, 2013 at 12:00am we flipped the switch to go live for tickermonkey.com starting this journey of a like minded community with my fellow TickerMonkeys. We have navigated every market cycle successfully as a team. I have navigated the human experience with this community as well with so many unique personalities and life changes for many of them along the way. To see people grow and have an impact on that growth in ways you didn't think about is truly a humbling thing. I am so grateful for, and completely blessed to be leading this TickerMonkey community. I put my heart and soul into our community every single day. TickerMonkey has made me a better person as well as a better trader. I have definitely learned more about the human condition, myself, and people when it comes to the market and their money. THANK YOU to ALL of the TickerMonkey family for your support of our community over these years. May we all continue to get better together with many more years of positive returns to come. God Bless You All! HAPPY BIRTHDAY TICKERMONKEY!!!
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JT retweeted
If you zoom out, we are still so early Alex Sacerdote has spent twenty years studying S-curves He says AI is the biggest one, and it has barely started: - "Hundreds of millions of people are using AI. They're just using AI 1.0, which is like a search engine on steroids." - "Sundar Pichai said it's ten bips (.1%) of the knowledge workers of the world." - "The enterprise application AI market is less than 1% penetrated." - "So it's classic S curve where these are the tinkerers, and then it's gonna go to the early adopters, then it's gonna go to the early mainstream. - "You're going to go from .1% to 1% to 5% to 15% percent in the next four years." - "We're at ten basis points of people really using AI, and there's not enough compute in the world. - "We have this infrastructure layer S-curve, which we think is 10% penetrated. We think it's still one of the best ways to play AI." - "Marc Andreessen (@pmarca) said in the next four years, one thing he's sure of is there's not gonna be enough compute." - "We've been lucky that we've had Internet 1.0, mobile, cloud, e-commerce, and now AI, which we can confidently say is the biggest, and all these things build upon one another." - "The rewards are the highest, because we're talking about a market in the trillions –– we now think three to five." - "But what's amazing about AI is you just, at least with consumers or even business, you just open up the browser and it's there. - "We talk about S curves, we call this a backward L curve, just straight up." image source: @damianplayer
My conversation with Alex Sacerdote, founder of Whale Rock Capital Management. Alex runs more than $17B and has been one of the best performing tech investors for years, though he keeps a low public profile. As you'll hear, he is singular in how he thinks about investing through technology cycles. For over 25 years, he has built his entire investment framework around a single idea, the S-curve. We discuss: - The AI L-Curve - When to buy into an S-curve and when to sell out - The de-commoditization of data center hardware - Why he went net short software - His two models for tech adoption - Finding alpha Enjoy! Timestamps 0:00 Intro 9:55 AI's L-Curve 19:31 Whale Rock's S-Curve Playbook 26:14 Spotting Inflection Points 32:02 Finding AI Winners 40:04 AI vs Software 48:13 The Hardware Renaissance 58:04 Why Investors Miss AI 1:05:18 Whale Rock's Research Machine
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JT retweeted
Jun 10
With the help of my brother back on June 10th, 2013 at 12:00am we flipped the switch to go live for tickermonkey.com starting this journey of a like minded community with my fellow TickerMonkeys. We have navigated every market cycle successfully as a team. I have navigated the human experience with this community as well with so many unique personalities and life changes for many of them along the way. To see people grow and have an impact on that growth in ways you didn't think about is truly a humbling thing. I am so grateful for, and completely blessed to be leading this TickerMonkey community. I put my heart and soul into our community every single day. TickerMonkey has made me a better person as well as a better trader. I have definitely learned more about the human condition, myself, and people when it comes to the market and their money. THANK YOU to ALL of the TickerMonkey family for your support of our community over these years. May we all continue to get better together with many more years of positive returns to come. God Bless You All! HAPPY BIRTHDAY TICKERMONKEY!!!
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Which is the most dangerous for traders?
12% RECENCY BIAS
88% FOMO
40 votes • Final results
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Ang Bigly Bird kong kapatid na si Ermen! The TML Model Portfolio has been on the journey for 6 years!!! Coming up on 7 years in October ( January for the public. ) You continue to teach so many people about patience and sticking to a process. Very proud to be your partner! I can hear you signing now!!! @TMLTrader 🪕🎶🦜
Congratulations JT @TCMLLC and TickerMonkey on your incredible 13-year anniversary! I’m truly happy and grateful to be your friend, partner, and a proud part of the TickerMonkey family. Thank you for creating a space where we all grow together as traders and as people. Here’s to many more years of life lessons, and continued success! Keep leading the way! 🙏🐒🦜🍷
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Jun 9
For the intraday folks : A lot of good spots showed up on some -100% , -150% , and -200% ATR LOD names using 3min ATR sizing in addition to 3min 21ema crossovers. Holding 50% of the initial bounce range, building a higher low into or after the crossover, and then shelfing/flagging puts VWAP underbelly in play. Don't forget to pay yourself and roll the stops up after 1R or more. @CubbieBears
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My conversation with Alex Sacerdote, founder of Whale Rock Capital Management. Alex runs more than $17B and has been one of the best performing tech investors for years, though he keeps a low public profile. As you'll hear, he is singular in how he thinks about investing through technology cycles. For over 25 years, he has built his entire investment framework around a single idea, the S-curve. We discuss: - The AI L-Curve - When to buy into an S-curve and when to sell out - The de-commoditization of data center hardware - Why he went net short software - His two models for tech adoption - Finding alpha Enjoy! Timestamps 0:00 Intro 9:55 AI's L-Curve 19:31 Whale Rock's S-Curve Playbook 26:14 Spotting Inflection Points 32:02 Finding AI Winners 40:04 AI vs Software 48:13 The Hardware Renaissance 58:04 Why Investors Miss AI 1:05:18 Whale Rock's Research Machine
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JT retweeted
SpaceX has just officially unveiled its AI1 satellite, the first generation of its AI satellite. Overall Specs: • 150 kW peak compute payload • 120 kW average compute payload • 70 kW per ton • Compute provider interchangeable Dimensions: • Wingspan: 70 meters • Deployed height: 20 meters Thermal System: • 110 m² deployable liquid radiator • Redundant pumping loops • Integrated micrometeoroid shielding • Deployable liquid radiators Solar Power System: • 150 kW solar array • 250 W/m² • SpaceX-manufactured solar technology from Bastrop, Texas Architecture: • Centralized compute module • Large deployable solar arrays • Deployable liquid-radiator thermal management system • AI-focused compute satellite design ("AI1 satellite") Elon: "The AI satellite is much simpler than a Starlink satellite. The AI satellite is essentially a lot of solar cells, you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. The easier one to design for is the AI satellite. It's bigger. A lot of this is technology we've already made with the Starlink V3 satellites."
Jun 8
Watch @ElonMusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → spacexipo.com
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JT retweeted
Really fun to interview my old friend Bret Johnsen in Mission Control. Three parts of the @SpaceX story that I wish were more widely discussed: SpaceX has created thousands of good blue-collar jobs: welders, machinists, electricians. Everyone talks about the need to bring high-paying, blue-collar jobs back to America. SpaceX and Tesla are making that happen. To the best of my knowledge, they have created more manufacturing jobs in the US than just about any other American company over the last ten years. It’s hard to imagine our nascent industrial renaissance succeeding without these companies. SpaceX was started with the goal of putting humans on Mars. And along the way, they have massively improved life for many humans on Earth. Mars may be a starter planet, but Earth is our planet, and the technologies developed at SpaceX are already in use today connecting and safeguarding the people of Earth. Starlink is a really efficient way to bring internet to low-income countries. In Kenya’s remote Murang’a County, Starlink has made it possible for patients in rural villages to consult with medical specialists via telemedicine. In the rainforests of Brazil, Starlink has connected schools to reliable high-speed internet that will provide more educational opportunities to students. Here in America, Starlink has proven vital to emergency teams responding to natural disasters. During Hurricane Helene, the Starlink hubs dropped into North Carolina and East Tennessee were often the only contact point between cut-off towns and the outside world. Literally life-saving. This IPO will be a big milestone for the company. It’s important to celebrate this, while also remembering that making humanity multi-planetary is the ultimate goal. Going to Mars is really hard. There have been many setbacks thus far, ranging from fiery explosions to failed landings. There will be many more. Ad Astra Per Aspera. But SpaceX is at its best *after* a setback imo. Their first 3 launches were “failures”. Had the 4th not succeeded, there might not be a SpaceX today. The company’s success in the face of such daunting odds is a testament to the resilience of the culture and absolute commitment to the mission shared by every employee I’ve ever spoken with. Some of the world’s most talented engineers have chosen to live in Airstreams at Starbase away from their families for weeks on end in service of this goal. I will never forget the welders who told me they signed every weld because they wanted to be accountable if they were responsible for a failure. True missionaries, all of them. I am grateful to every single person at SpaceX for helping to make the future as inspirational as possible. And I will be even more grateful if I get to see a blue sunset on Mars! More info on spacexipo.com
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Jun 8
5% position I trimmed down to 2.5% this morning. Was going to swing that but decided to just lock it in and come back to it tomorrow. 17.75% locked in $CBRG
Jun 8
$CBRS or $CBRG here vs Friday's LOD. I went with a pilot on CBRG. 6/4 High on both is the pivot from the Sequential 9. Paid 6.77 on CBRG
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Jun 8
$CBRS or $CBRG here vs Friday's LOD. I went with a pilot on CBRG. 6/4 High on both is the pivot from the Sequential 9. Paid 6.77 on CBRG
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Jun 8
/NQ did retest the midpoint and stalled at 29604.25. That was also 126% ATR HOD from the globex open.
Jun 7
/NQ 3min OR High at 28951.75. The midpoint on /NQ from Friday's 3 bar break down is at 29,601.63. Quickie to start the week. All the 3 bar breaks on Friday find the midpoints. You may see rallies back into them and then a selling resumption. Day by day and level by level we go. The volatility pick up in /NQ is when I like to get involved.
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