• Gold’s recent +$1,000/oz surge in 28 days dwarfs its 5,600-year journey to the initial $1,000/oz mark in 2008, underscoring fiat currency vulnerability. Ref. 1

• $META is primed to gun for the $752 gap fill tomorrow, currently at $740. Building a $META position at $650 was a strong call, underscoring that quibbling over a 3% price difference for precise technicals often misses the bigger picture. [4](https://x.

• Powell presser implies market gyration 2.
• Platinum and Brazilian equities, though distinct, are downstream expressions of a secular gold-driven cycle. Investment demands grasping second and third-order effects [7](https://x.

• Fibonacci Extensions are clustering, indicating a potential technical inflection point 1.
• My trading philosophy prioritizes market action over Fed pronouncements 12.

• My $AIG trade shows follow-through; will book profits if it hits my level. Price over 10ema is key, best if it closes over. 1
• Sold a rung of my $AVGO ladder for solid percentage gains; still own shares. [5](https://x.

• An equally weighted S&P 500 lagging the market cap weighted index does not signal a weak market. 1
• Persistent bearishness during bull markets is a flawed strategy. 2

• TSMC shows structural Gross Margin (GM) improvement, holding at 56%+; Hynix surpassed TSMC GM only thrice since 2002 (2017-18 and 2025 cycles). 2

• The AI cycle remains nascent; $TSM crushed guidance by ~10% and $ASML nearly doubled expected bookings. This signals underestimated scale and staying power of AI capex. 引用3

• $SPX saw an insane bounce, climbing from 4,800 to 7,000 in under 9 months 3.
• $QQQ just tagged a new ATH; it was long overdue 26.

• Expect a rebound for a certain