Deep Dive
The September Curse and Q4 Opportunity
The creator opens by warning that September is historically the worst month for equities, both in the US and globally. He's been flagging this for five to six weeks. However, he frames September not as a time to short but as a hunting season for positions to hold through Q4, when markets and earnings typically perform best. Companies report their strongest numbers in Q4, and the last quarter of the year tends to generate substantial gains. By December, he cleans out his portfolio of underperformers before year-end. The key insight: fear in September creates opportunities for disciplined buyers. The volatility index has been quiet all summer, staying subdued, which is typical seasonal behavior before inevitable spikes.
Bitcoin's Shorter Bear Market Signals Extended Bull Run
The creator analyzes Bitcoin's monthly chart using a custom trend model called optimized trend, configured by historical volatility and Sortino ratios. The previous bear market from October 2021 to December 2022 lasted 427 days. The current one, which started around October 2023, ended just days ago at 304 days—123 days shorter and significantly less steep. Critically, Bitcoin's monthly trend has now turned blue, historically preceding 3-year uptrend periods. The creator measured the last blue uptrend at 973 days (nearly 3 years), suggesting we could be at the very beginning of another multi-year bull run. He directly addresses the bearish camp expecting Bitcoin to crash to $40,000, noting this would require a 48.44% decline in the next 8 weeks—odds he pegs at 99.5% against. Bitcoin currently sits around $78,000, with resistance at $80,000 and potential support in the $74-75,000 range.
ETF Inflows Drive Crypto Action; Altcoins Show Recovery
The creator emphasizes that Bitcoin ETF inflows are the primary driver of price movement, with every $1 billion flowing in adding roughly 3% to the price. He notes Bitcoin ETFs have resumed buying and sellers are backing down, a positive sign. Solana, despite a brutal 2025-2026 winter with 9-12 consecutive monthly red candles, exploded 40% in August and has broken above its 200-day moving average with resistance around $112-113. Ethereum is tracking similarly, taking a breather at resistance level three on the ATR model. The total crypto market cap shows no major red flags. The creator's thesis: September hesitation and November confidence mean September dips create October entry points. He advises watching for the typical 10-day September correction, after which the market historically rips higher.
AI and Semiconductor Heavyweights Approach All-Time Highs
Nvidia reported stunning earnings, making over $1 billion daily in revenue with projected 70% growth year-over-year, potentially reaching $1.7-2 billion per day next year. The stock trades at $224, near its all-time high of $236, and the creator expects it to chunder along in an uptrend channel. Google, meanwhile, sits with a bearish setup and a kill box at $320 (only $13 away), though the creator still sees long-term bullish fundamentals. AMD, trading near level five at the bottom of its range, remains bullish despite going nowhere in a week—the creator calls it mini-Nvidia for custom chips. Marvell sold off after missing on earnings expectations but is holding at level four support around $206, stopping further decline. These names represent the core AI infrastructure play, and despite short-term chop, the creator maintains conviction in their 3-5 year trajectories.
Tesla, MicroStrategy, and the Robotaxi Wild Card
Tesla is executing something historic this week: the Cybertruck autonomous fleet launch at 2 p.m. Pacific time, marking the first-ever live dedicated vehicle fleet launch. The creator also notes that Uber just cut 10% of staff to fund robotaxi development, and Waymo deployed 250 more robotaxis in Texas. The creator believes Tesla will push both out of August within 6-12 months due to competitive advantages. Tesla issued a sell signal and is mean-reverting slightly, with support and resistance defining a trading channel toward $350-380. MicroStrategy exploded 53% in just 12 days but is now mean-reverting like Bitcoin. The creator bought IBIT leaps in February around $36-38 when Bitcoin hit $64,000, perped Solana around $64-68, and took MicroStrategy leaps in the $90s. MicroStrategy trades around $97 with a 12.33% dividend yield and 4 years of banked dividends, offering risk-free dividend with upside optionality. The creator still sees no sell signal despite current pullback.