All roads lead to Bitcoin. NFA. DYOR.
Joined August 2014
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Most people see #Pinterest as a place to browse ideas.
Stock price is up 50% since February.
But $PINS is quietly becoming an AI ad engine.
AI-powered ads can improve targeting and give brands more value per dollar spent.
$PINS (Pintrist): TanHef Ranks printing ▲ on 4h.
(▲ = most extreme oversold rank to date)
Prior green ▲ (in 2024) was followed by a > 50% mean-reversion move. Oversold can stay oversold but the odds of mean-reversion are high.
This time price is up 15% already. NFA
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Most people see $PANW (Palo Alto Networks) as a cybersecurity stock at risk of being disrupted by AI.
But AI creates a new security arms race.
AI creates 2 problems at once:
-attackers move faster.
-companies need defense systems that react faster than humans.
Palo Alto Networks, one of many cybersecurity companies, preventing the next wave of AI-driven threats.
The beginner lesson. AI is not only chatbots. Its for:
-It is fraud detection.
-Network monitoring.
-Threat response.
-Customer support.
-Code review.
-Security automation.
Every company adopting AI creates questions.
Who protects:
-Systems?
-Data?
-Agents running it?
The next 5 years will not reward only the obvious AI names. Investing rarely looks obvious in the moment. It only appears obvious after the move has already happened.
Most people will chase the obvious AI names / the ones who win will study the companies protecting the AI economy.
#TanHefRanks (1D): screamed a top during the peak last week though.
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TanHef Ranks flagged Intel as extremely overbought (▼) on the daily at $100, then again on the weekly at $120.
One subscriber told me $INTC (Intel) continuing to rip was the reason they canceled.
I see this kind of indicator capitulation all the time.
Not price capitulation. Patience capitulation. Time capitulation. Psychology capitulation.
The signal looks early. Then it looks wrong. Then, right before the turn, people give up on it.
That’s what makes markets so fascinating.
The hardest signal to trust is the one that looks wrong right before it proves itself.
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$VRRM (1D): Stock was doing 90 MPH in a 35, got flashed by the mean-reversion camera, and now it’s blowing through red lights at 48%.
A joke is always funnier when you have to explain it... Verra Mobility Corp (VRRM) does automated traffic systemsand speed enforcement tech.
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$DELL surged due stronger AI-server demand.
Year over year revenue is up 88%, with $43.8B in quarterly revenue.
A major driver was AI infrastructure: Dell recognized $16.1B in AI server revenue, booked $24.4B in AI orders, and raised its full-year AI server revenue outlook to $60B.
Price however is looking extremely overbought according to TanHef Ranks indicator on the daily chart.
Signals do not repaint. NFA.
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$SATA daily dividends start June 16.
This seems obvious.
Not because it adds much extra APY.
Because it may reduce how much yield is needed to hold par.
Monthly dividends create a sawtooth:
- Dividend value builds
- Price can drift above fair value
- Ex-date resets it lower
- Then yield may need to pull price back up again
Daily dividends smooth that cycle:
- Smaller build-up
- Smaller reset
- Less upside drift
- Less downside reset
If volatility is lower, the required yield premium can also be lower.
Yield fixes discounts.
Frequency reduces the mechanical volatility that helps create them.
$STRC has scale but $SATA may soon have better short-term dividend mechanics.
Arbitrage disappears because it gets arbitraged.
The main two trades of $STRC:
1. Pre-ex buyers buy pre-div, sell post-div
(bet drop < dividend).
2. Post-ex buyers buy post-div, sell at <=$100.
(bet snap-back to $100).
Opposing flows cancel out, price pulls to fair-value.🧲
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The S&P 500 is all-time highs in dollars.
But priced in the US money supply, it's at the dot-com bubble peak.
Same chart with a different narrative:
2000: "Internet changes everything"
2026: "AI changes everything"
Innovation changes the world.
Liquidity cycles still rhyme.
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The ATR trailing stop.
Most use it to limit losses.
I prefer it to protect gains.
Early in a trade, I’m usually okay being a buyer on pullbacks. But after a big move up, if price starts hitting the trail, there’s often a lot more downside before I’d interested buyer again.
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$CAR today is a completely different trade than it was in April. A lot of volume at prices above means many waiting to sell breakeven.
The squeeze was the opportunity.
TanHef Ranks helps to prevent chasing.
An ATR stoploss helps to stay in the trade.
#ShortSqueeze #TanHefRanks
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$VNT (Daily): Vontier just got refueled with another extreme oversold signal.
Vontier is a global industrial tech company focused on fuel retail infrastructure, EV charging, and vehicle diagnostics.
The stock has fallen from ~$45 to $28 as investors price in:
• Long-term pressure on fuel pumps as EV adoption reduces gasoline demand
• Slower-than-expected EV charging growth
• Margin pressure and rising competition in charging infrastructure
The narrative is weak. The oversold signal is strong.
Price is king. Narratives follow.
Signals do not repaint ★ NFA
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