Best of X, Macro, & Flows Analysis & Forecasts
Jeff "SuiJeneris" ChauConnecting the Dots: Aggregate Fintwit Intelligence, Options Flow, Technical Analysis, Fed Macro
| Platform |  | Pricing | Freemium | Publishes | Weekly |
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| Issues | 519 | Founded | 4 years ago | Last Issue | 10 days ago |
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Market Rotation Underway & System of Intelligence
System of Record -> System of Intelligence
Recap ✅ , , and all ran the past week. Space stocks are in speculation—once SpaceX IPOs in June, space stocks should start selling off. Space stocks will pull back dramatically over the next year...
Age of Inference + What's Next
Embodied (Robotics) and Space AI are next
Recap ✅ Back in November 2, 2025, I published the below. Megacaps traded sideways for a few months then April-May (almost 6 months later), it has come true:
The Age of Inference (AI Revenue) is Now
Inference (Revenue) and Intelligence Explosion are Coming
Recap ✅ Back in Jan 25, 2026 Substack post: The Upcoming Intelligence Explosion and Inference Massive Revenue Generating Phase, I discussed how we’re in the Inference phase and reve...
AI Compute Demand Is Creating the Ultimate TINA Trade
US-Iran Conflict may turn out great for dependence on US production
Recap ✅ Back in Feb 8, 2026, I wrote TINA: There Is No Alternative—I was early to call this as it didn’t happen back in February or March (software SaaS stocks got killed...
SPX 6650 is a Key Level Coming Up
If US-Iran doesn't resolve itself soon then SPX 6150 will get tested
Recap ✅ SPX bounced at 6300 and regained 6500 level
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Authors
The writers behind this newsletter.
Not financial advice. Best of Fintwit (trading) + Macro Thoughts (investing). Student of markets and analyst. B.S. Applied Economics & Management, Cornell University
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