Trend-following. Market & Technicals. Tweets are not investment advice.

Joined July 2020
835 Photos and videos
Pinned Tweet
Options Expiration Calendar
2
9
847
Juan Pablo retweeted
🚨 SHOCKING DISCOVERY THEY BURIED: Hydroxychloroquine doesn’t just fight viruses — it turns viruses into precision-guided cancer killers. It allows viruses to attack cancer cells while leaving healthy cells completely untouched. This comes straight from Dr. Richard Urso (ophthalmologist and member of America’s Frontline Doctors) in a powerful presentation. Why was this information suppressed and the data obscured? Because a cheap, decades-old drug that could selectively destroy cancer would be catastrophic for the multi-trillion-dollar cancer industry. They don’t want you to know this. They want you dependent on expensive treatments forever. The truth is out. Share it before it gets buried again.
161
7,802
15,321
240,071
Juan Pablo retweeted
BREAKING: Netanyahu directly rejects the Lebanon clause of the US-Iran agreement announced by Pakistan, telling Trump the IDF will not withdraw from Lebanon and that Israel does not consider itself bound by the clause, per Maariv.
1,083
4,769
19,464
1,891,308
Juan Pablo retweeted
BREAKING: Iran says the US has agreed to pay $300 billion in reconstruction funds directly to Iran as part of the deal Pakistan announced, alongside the release of $24 billion in frozen funds with $12 billion released before negotiations even start, per Mehr News. This directly contradicts Trump's & Vance's claim that no funds will be transferred to Iran at all. If Trump denies this is true, there never was a deal. If Trump confirms, the US has fully capitulated to Iran's demands.
1,707
8,831
40,144
11,112,243
Juan Pablo retweeted
BREAKING: Iran's Foreign Ministry directly rejects Trump's new claim that "everyone in Iran has approved the deal," including the Supreme Leader, saying no one has accepted it, and "no agreement has been reached," per Fars. Any agreement requires the US to "accept every demand" from Iran, including that it won't surrender enriched uranium or make nuclear concessions, that the Strait of Hormuz remains permanently under Iranian management, and the transfer of $24 billion in frozen funds. Iran adds "if it were to yield under pressure, it would have done so a year ago" rather than after sustained US bombing. The spokesperson also denied Trump's claim that the Strait of Hormuz would reopen on a deal signing, saying it "remains closed" under Iranian authority and "safe passage is not possible."
358
1,600
5,398
846,380
Juan Pablo retweeted
Some people want to abort babies because they are "a weak link" in heriditary evolution. But. The weakest are the key to the strong. Steve Jobs died of cancer, one a novel therapy could treat - existing only because my much less high performance, successful wife than him getting a more aggressive and treatment resistant cancer to pave the way. The "based" person who is afraid of a genetically sick child - will be cured of their neurodegeneration because my disabled and sick son existed. Without him, you would have remained weak as you aged. Because: -Systems that only work for the strong eventually fail the strong -Biology that only optimizes performance collapses under stress -Medicine that ignores edge cases misses the mechanism -Society that sacrifices the vulnerable destroys its own stability Arran is not “in the way.” Arran is the edge condition that reveals the full system that the "strong" will need to survive. You would never have made cures possible, but he will.
Not good. Downs is a condition that, it is true, "it would be better if no one had it." It is also true that it would be better if we were "able to control and filter it out". However, this is an argument for CURING the condition, not for EXTERMINATING the people who have it. As always, when people say "better for everyone," they conveniently leave out the person who was killed.
4
2
21
1,716
Juan Pablo retweeted
IRAN SAYS IT HAS NOW FULLY BLOCKED THE BAB EL-MANDEB STRAIT, ALONG WITH THE COMPLETE CLOSURE OF THE STRAIT OF HORMUZ, WITH THE NEXT STEP BEING STRIKES ON OIL, GAS AND ENERGY INFRASTRUCTURE OF US-ALLIED GULF COUNTRIES IN RESPONSE TO TODAY'S ISRAELI STRIKES ON THE PETROCHEMICAL COMPLEX, PER A SOURCE CLOSE TO IRAN'S GHALIBAF.
27
94
414
82,714
Juan Pablo retweeted
Mr. Saylor, I don't feel so good... $BTC
Oh dear god $BTC
39
39
629
252,805
Juan Pablo retweeted
NVIDIA IS BUYING ITS OWN CHIPS AND CALLING IT REVENUE And your retirement account is secretly holding the bag. This scheme is literally straight out of the Enron playbook... In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose: Buy Nvidia's chips so Nvidia could book the sale as revenue. Valor raised $5.4 billion and purchased over 100,000 of Nvidia's GB200 GPUs. But $1.9 billion of that money came FROM Nvidia itself. Nvidia invested $1.9 billion into the shell company, then sold that same shell company $5.4 billion worth of its own chips and booked every dollar as revenue. It's the Girl Scout whose dad bought all the cookies and then she wins the sales contest because Dad was the customer. Except this Girl Scout is a trillion-dollar company and the cookie sale is $5.4 billion. But it gets MUCH worse: The remaining $3.5 billion in financing came from Apollo Global Management. Apollo structured the debt, packaged it into securities, and then sold those securities to Athene. And guess who Athene is? Apollo's OWN insurance subsidiary. The one that sells fixed annuities to American retirees as safe, conservative retirement products. Follow the chain: Nvidia funds a shell company with $1.9 billion. The shell company buys $5.4 billion in Nvidia chips. Apollo finances the remaining $3.5 billion. Apollo sells the debt to its own insurance arm. That insurance arm packages it into annuity products and sells them to retirees who think they're buying something safe. The retirees have no idea that their retirement savings are now backed by 100,000 computer chips sitting in some data center that will be worth pennies on the dollar in three years. Now look at what's happening inside Athene: $74.2 billion in US reserves but $217 billion in assets have been shifted to a Bermuda-based captive insurer, outside normal US regulatory oversight. $103 billion of that portfolio (roughly 35%) is classified as Level 3 assets. That means there is no observable market price. These assets are valued by internal models, not by actual markets. And sitting on top of all those unpriced assets? 16.6x leverage. If you're getting flashbacks to 2008, you should be. Back then it was mortgages bundled into securities that nobody understood, sold to investors who had no idea what they were holding, rated as safe by agencies that never looked under the hood. Today it's GPU-backed securities. Computer chips bundled into structured credit instruments, routed through an offshore insurance subsidiary, and sold to you as a retirement product. The collateral is 100,000 GPUs leased to a single customer through an xAI subsidiary. If xAI stops making lease payments for any reason - financial distress, a pivot in strategy, anything - the entire structure unravels. And Nvidia releases new architectures every year, so each generation delivers dramatically more compute per watt. A 5 year lease on technology that's obsolete in 2 years creates a mismatch that should terrify every annuity holder in America. Every single step in this chain is technically legal. The SPV is legal, the lease is legal, Nvidia's equity stake is legal, the securitization is legal, and the Bermuda transfer is legal. But legality and legitimacy are not the same thing. I've seen every trick Wall Street has ever pulled in my 45 years of doing this. And what I'm looking at right now is a pipeline that takes AI infrastructure risk, launders it through 8 layers of financial engineering, and deposits it in the retirement accounts of Americans who never agreed to fund Elon Musk's data centers. In 2008 it was mortgage-backed securities. In 2026 it's GPU-backed securities. Different asset. Same greed. With the same ending.
432
2,366
6,979
588,028
If NYAD AD/DC falls below the 200 day moving average with such a divergence then the stock market could face severe headwinds. Do you agree @WalterDeemer ?
18
Juan Pablo retweeted
Peek-a-boo $SMCI
Sweet mother of bull flags $SMCI
20
37
505
85,382
Juan Pablo retweeted
Bitcoin looks headed for the February lows and remains in Stage 4 below long term moving averages
3
3
20
2,487
Juan Pablo retweeted
WARREN BUFFETT INDICATOR HITS RECORD 236% • The Buffett Indicator (Total U.S. Stock Market Value As A % Of GDP) Has Reached An All-Time High Of 236% • The Reading Suggests U.S. Equities Are Trading At Historically Elevated Valuations Relative To The Size Of The Economy
11
8
77
15,285
Juan Pablo retweeted
While pandemic scammers urge panic over bird flu, Dr. Zelenko calmly laid out the cure for these 1-strand RNA viruses (COVID, flu, etc.): Zinc & HCQ or ivermectin. I backed him with over 500 peer-reviewed studies in my 2021 book, The Defeat of COVID.
“…. theres a class of virus called SINGLE STRAND RNA…includes all the covid strains, influenza virus, rsv, MARBURG VIRUS, ebola, hanta….SAME TREATEMENT using ZINC IONOPHORES(HCQ, IVN, QUERCITIN, EGCG) and ZINC....”
8
18
52
2,997
Juan Pablo retweeted
Replying to @smarterx10
That's the advertising for it, and ivermectin is extremely helpful, but if a cancer patient's liver is damaged by fenbendazole, they won't be able to succeed against cancer long-term.
1
1
3
404
Juan Pablo retweeted
Replying to @SaiKate108
Ivermectin is a safe drug, and should NOT be lumped in with mebendazole / fenbendazole, which work as OTC chemo drugs, disrupting microtubules, with only a 32.8% success rate, when used with other chemo. This pales in comparison to IV nutrients' 90% success rate against cancer.
4
1
3
434
Juan Pablo retweeted
The best effects against cancer are still multiple treatments, not a single molecule like mebendazole or other chemo, because cancer mutates around that, becomes stronger, and then has an easier time growing in a newly sickened body. I wrote about that here. NatureWorksBest.com Click on “Documented.” 11/n
1
1
6
312
Juan Pablo retweeted
Last week, Michael Harnett of BofA included this chart in his May 22 "Flow Show." As this reposted thread below details, we have not seen the market this concentrated around a single theme in 150 years.
1/5 Yesterday, AI-related stocks hit a high as a percentage of the S&P 500. The AI influence on the stock market has never been larger. 🧵
55
196
914
242,923
Juan Pablo retweeted
Every prior time one industry pushed to extreme weight in the S&P 500, the index topped with it. Media & Entertainment hit ~24% in March 2000 — the bell at the dot-com peak. Financial Services reached ~22% in October 2007 — weeks from the cycle high. Energy crested ~16% in mid-2008, before the GFC second leg. Three for three. Chips at ~17% in May 2026 is the fourth setup, and the trajectory — five percent to seventeen in three years — traces Media’s 1998-2000 vertical arc. The slope is the diagnostic, and the composition is sharper still: prior peaks spread across dozens of constituents, today’s ~17% is single-name-heavy, NVDA alone near 7% of the S&P. Vertical expansions are built by concentrated mark-to-market in a handful of leaders absorbing the marginal passive bid; the curve goes parabolic, the unwind mechanical. Every passive dollar — roughly $10T of household savings embedded in pensions, 401(k)s, target-date funds — now carries that chip beta whether the holder consented or not. The pattern is not a forecast. It is a precedent waiting on its catalyst. recessionalert.com/chart-of-…
2
14
35
3,413
Juan Pablo retweeted
The AI numbers are starting to look very ugly. Even under "best case" assumptions, FT's own data shows Microsoft AI ROI at -9%, Google at -15%, Meta at -28%, Oracle at -35%. Only Amazon barely comes out positive. This is exactly why I keep comparing this to the dot-com era. Incredible technology does not automatically mean sustainable economics. The internet survived. Most internet companies didn't. Right now hyperscalers are spending trillions hoping future demand catches up to present capex. That's not certainty. That's a leveraged bet.
587
2,114
9,519
2,408,218
Juan Pablo retweeted
Note to self. Don't neglect the X-axis.
11
11
83
10,997