MissingLinks @themissinglinks
Investor & Trader. Tweets are NOT investment advice/recommendations. They are only opinions. tradeflowlab.com Joined April 2010-
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Jobs miss today. Which means rate increases are off the table. What is the best trade for that? Long metals. We recently bought $SLV as we felt the Fed was peak hawkishness and those rate hikes expectations would disappear. We also have the SPX 7550c for July 6th we bought on weakness yesterday and made free.
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@firstadopter Love your work Tae but that is a bad take. @citrini is top and I’m a better investor/trader from reading his work.
@elysium55 Hey Dave just checking in your short. Prayers
Nice we just added $AMBA today at 70. We think it trades 140 by March. Robotics basket.
Rosenblatts top picks for the 2nd half of 2026 Ambarella, Inc. | $AMBA | Kevin Cassidy | Buy tgt $120 Applied Optoelectronics, Inc. | $AAOI | Mike Genovese | Buy tgt| $220 Harmonic Inc. | $HLIT | Steve Frankel | Buy tgt $20 Magnite, Inc. | $MGNI | Barton Crockett | Buy
MissingLinks retweeted
Added $AMBA before bed around $70 and woke up to it at $88, nice when a swing trade moves like a day trade
The team @TFLabofficial has a robotics basket that is absolutely flying. We bought them all before your favorite photonics influencer pivoted to robotics. $OUST over 3x for us. $CCXI up 70%. $RRX over 100% gain. $VPG over 200%. Our latest buys in the basket $INDI at 3.5 and we
We added more to these yesterday locking in more ai infra profits into the q end window dressing. So far so good. $AMZN $META $GOOGL $MSFT.
So last week. Lowered our semis exposure and put those profits into the meh-7. Specifically the hyperscalers. $AMZN $GOOGL $META and $MSFT. July is typically great for them and for summer we are playing the rotation game. Make the meh-7 magnificent again.
@institLPGP Nice work we started buying it 6 days ago. Rotating our ai infra profits into the discounted hyperscalers.
I’m loving the rotation trade. But you all know Zuck is gonna just raise a bunch of money from this and buy more compute. In no way is he bowing out of the ai race. He just looked at $SPCX and copied Elons homework
$META on fire. New cloud biz. The team @TFLabofficial started buying a week ago and we have been rotating ai infra profits into the mags. @cordae came through with some META leaps at the pico bottom. We believe the $MAGS outperform in July. Make the meh-7 magnificent again. Don’t forget meta still has to do a raise so we locked in some profits 610 premarket.
$META never count out Zuck
$META on fire. New cloud biz. The team @TFLabofficial started buying a week ago and we have been rotating ai infra profits into the mags. @cordae came through with some META leaps at the pico bottom. We believe the $MAGS outperform in July. Make the meh-7 magnificent again.
@blondesnmoney Sounds like Cuban coffee
The team @TFLabofficial has a robotics basket that is absolutely flying. We bought them all before your favorite photonics influencer pivoted to robotics. $OUST over 3x for us. $CCXI up 70%. $RRX over 100% gain. $VPG over 200%. Our latest buys in the basket $INDI at 3.5 and we added $AMBA today at 70.
@WaterworldCapi1 Shhhhh 🤫Let them keep shorting. I enjoy taking there money everyday.
@Midnight_Captl Ever since Jensen was on dwakesh podcast they have been out to get $NVDA
@ruima The US would block that for the west via swift and visa Mastercard Amex networks
We couldn’t agree more Richard. And since last week we are heavy long in order of size. $AMZN $GOOGL $MSFT Great article.
I just published my article on how hyperscalers like $AMZN, $MSFT, and $GOOGL will benefit in the token optimization era and why I believe the companies will re-rate much higher. uncoveralpha.com/p/why-token-op…
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