IncomeSharks

The S&P at all time highs and consumer sentiment is the worst it's ever been.

The markets move first, then the headlines follow.

Here's the thing about war stocks like $LMT, they move before the conflict happens, and usually top when it starts. The markets are forward looking, they priced in a conflict, and once it starts it prices in a resolution.

MicroStrategy now up 2 billion dollars in unrealized gains from their Bitcoin holdings
Michael Saylor up 1.2 billion from his own holdings
People sure loved to post updates of his unrealized losses on the way down, haven't seen many now posting that he's back up.

The stock market showing what it use to be like trading in crypto.

Now just need the S&P 500 to chill here at these prices for a month and let smaller caps and crypto run wild.

$AAVE - Feels good getting back to looking at crypto again. Liking the OBV setup, price close to the diagonal, with some volume coming in. It's not up only arrow season yet, still squiggle season but I think $130 to $140 on the table.

China controls almost 95 to 99% of the global yttrium supply. In 2025 they put restrictions on it and created a big shortage for the US. Yttrium is used in aerospace alloys, defense applications, semiconductors, lasers, and ceramics. $USAR to $30 to $50 in 1 to 2 years.

$TSLA - Pretty simple plan in hindsight, hard part is having the patience, discipline, and confidence to execute.