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 | 523 | Founded | 4 years ago | Last Issue | 5 days ago |
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The AI Cost Narrative to Eventual Sovereign AI Narrative
The U.S. government treats frontier AI models as strategic assets
Recap ✅ We should have a tradeable bottom coming up—below was my Forecast from last week’s June 7th Substack post:
The AI Cost Narrative Has Emerged
Accountability to the AI Bill is Coming Due
Recap ✅ I called a Market Rotation 3 weeks ago on May 17th:
Riding the Software Rotation into the June Cooldown
Deep conviction call flows remain anchored in the core AI stack, but narrowing breadth and crowded positioning make June a tactical setup
Recap ✅ The market rotated heavily to SaaS Software stocks and the previous weeks Substack posts have...
Emerging Narrative: AI Cost Crisis
June looks to be a much more risky month--time to get defensive
Recap ✅ SPX went higher towards 7519
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...
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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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