According to @stocktalkweekly, bulls have reclaimed SPY’s 9-EMA, 21-EMA, and 50-SMA in morning trade, a constructive technical development for momentum and trend-following setups; Source: @stocktalkweekly. According to @stocktalkweekly, traders should shift bias incrementally during choppy action to avoid being offsides, underscoring patience and disciplined risk management; Source: @stocktalkweekly. According to @stocktalkweekly, a strong weekly close above these moving averages could restore bidder confidence and validate near-term support; Source: @stocktalkweekly. For crypto market context, Bitcoin (BTC) has shown increased positive correlation with U.S. equities since 2020, so sustained SPY strength above these averages is a relevant backdrop for BTC and ETH risk sentiment monitoring; Source: International Monetary Fund analysis on crypto–equity correlations (2022).

According to @stocktalkweekly, SPY has broken below its daily 50-day simple moving average while still defending the larger trend at the weekly 9EMA, highlighting key support and resistance levels for short-term traders (50SMA, 21EMA, weekly 9EMA). source: @stocktalkweekly. The author adds that bulls must step up into the end of the week with CPI as a potential catalyst, and that continued tech leadership remains critical for the broader market bid. source: @stocktalkweekly. The author also notes SPY failed to reclaim all-time highs and was rejected below the 21EMA, signaling fragile momentum that is not favorable for bulls. source: @stocktalkweekly. For crypto traders, elevated stock–crypto co-movement means weaker equity momentum can weigh on BTC and ETH performance, as documented by IMF research showing stronger post-2020 correlations between Bitcoin and U.S. equities. source: International Monetary Fund. CPI is released by the U.S. Bureau of Labor Statistics and often serves as a macro volatility trigger closely watched by both equity and crypto markets. source: U.S. Bureau of Labor Statistics.

According to @stocktalkweekly, President Trump stated on Dec 11, 2025 that regarding Venezuela, 'It's going to be starting on land pretty soon' (source: @stocktalkweekly). @stocktalkweekly's post provided no additional context, timing specifics, or policy details beyond the quoted remark (source: @stocktalkweekly). The source did not reference oil markets, sanctions, equities, or crypto assets in the statement (source: @stocktalkweekly).

According to @stocktalkweekly, posted on X on Dec 11, 2025, traders should prioritize being on time rather than being first, emphasizing that opportunity cost from tied-up capital is real, source: @stocktalkweekly on X. According to @stocktalkweekly, this highlights a focus on capital efficiency and waiting for confirmation instead of front-running moves, source: @stocktalkweekly on X.

According to @stocktalkweekly, EnerSys (ENS) was opened at $112.87 on Oct 13, 2025 and has finished green in 18 of the last 19 weeks, underscoring strong momentum for trend-following traders. Source: @stocktalkweekly on X, Dec 11, 2025. Dec $115 calls are up approximately +487%, while Mar $115 calls are up about +350%, reflecting significant gains in the options chain tied to the trend. Source: @stocktalkweekly on X, Dec 11, 2025. The author states the full thesis was shared publicly on X and was not a Discord-exclusive, indicating broad accessibility to the trade idea. Source: @stocktalkweekly on X, Dec 11, 2025. The post does not cite any direct cryptocurrency market linkage or impact. Source: @stocktalkweekly on X, Dec 11, 2025.

According to @stocktalkweekly, they opened a Viavi Solutions (VIAV) position at 13.58 on 10/24/25 as their third-largest holding. The source reports VIAV is breaking out of a 15-year range after five consecutive green monthly closes. The source adds that their thesis tied to 1.6T specialization and synergy from the Spirent acquisition is playing out. The source also states that 14-strike calls opened prior to earnings are now up 581%. No cryptocurrency market impact was cited by the source.

According to @stocktalkweekly, a new position was opened in a space and satellite stock, disclosed via X with a reference to whop.com/stocktalk. Source: https://twitter.com/stocktalkweekly/status/1998820806969930061; https://whop.com/stocktalk The post did not disclose the ticker, entry level, size, or thesis, limiting immediate trade setup details. Source: https://twitter.com/stocktalkweekly/status/1998820806969930061 The disclosure was posted on Dec 10, 2025, directing readers to whop.com/stocktalk for further information. Source: https://twitter.com/stocktalkweekly/status/1998820806969930061; https://whop.com/stocktalk No cryptocurrency assets or market impact were referenced in the announcement. Source: https://twitter.com/stocktalkweekly/status/1998820806969930061

According to @stocktalkweekly, their disclosed performance is +612.66% versus +13.17% for the S&P 500. Source: Stock Talk (@stocktalkweekly) on X, Dec 10, 2025. According to @stocktalkweekly, the highlighted tickers include PLAB, AMKR, ENS, VIAV, OSS, DOCN, HII, PATH, PLPC, NBIS, KTOS, and LEU. Source: Stock Talk (@stocktalkweekly) on X, Dec 10, 2025. According to @stocktalkweekly, they assert delivering unmatched alpha and transparency compared with other platform offerings such as substacks, Discords, or X subscriptions. Source: Stock Talk (@stocktalkweekly) on X, Dec 10, 2025. According to @stocktalkweekly, no cryptocurrency assets or crypto-market impacts are mentioned in the post. Source: Stock Talk (@stocktalkweekly) on X, Dec 10, 2025.

According to @stocktalkweekly, the account previously highlighted PLAB, AMKR, ENS, and VIAV and now states that all four have surged since the initial call. Source: @stocktalkweekly on X, Dec 10, 2025. The post does not include specific performance data, timing, or catalysts, so the gains are presented as the source’s assertion rather than verified results. Source: @stocktalkweekly on X, Dec 10, 2025. No crypto, BTC, or ETH implications were mentioned by the source. Source: @stocktalkweekly on X, Dec 10, 2025.

According to @stocktalkweekly, PLAB is up 600 percent as stated in an X post dated Dec 10, 2025, source: @stocktalkweekly on X, Dec 10, 2025. The post provides no timeframe, entry level, price chart, or catalyst details, limiting immediate trading context, source: @stocktalkweekly on X, Dec 10, 2025. No cryptocurrencies or crypto tickers are mentioned in the post, indicating no direct crypto market linkage cited by the source, source: @stocktalkweekly on X, Dec 10, 2025.

According to @stocktalkweekly, the PLAB call-option flow seen on Monday came from their community, and as of this morning PLAB shares are up about 40 percent while those calls are up about 500 percent, source: @stocktalkweekly on X, Dec 10, 2025. The post specifies that the options activity referenced was visible on flow tools earlier in the week and that the reported gains are tied to that positioning, source: @stocktalkweekly on X, Dec 10, 2025. The source does not mention any crypto assets or cross-market impact on BTC or ETH, source: @stocktalkweekly on X, Dec 10, 2025.

According to @stocktalkweekly, Photronics (PLAB) stated it is benefiting from meaningful reshoring of capacity to the United States. Source: @stocktalkweekly on X. According to @stocktalkweekly, the reshoring theme is explicitly tied to both PLAB and Amkor (AMKR) as part of the author's prior thesis. Source: @stocktalkweekly on X. No specific financial metrics, timelines, or guidance were provided in the post, and no direct crypto market impact was mentioned. Source: @stocktalkweekly on X. The post is dated Dec 10, 2025. Source: @stocktalkweekly on X.

According to @stocktalkweekly, Photronics (PLAB) reported revenue of $215.77M versus a $205.36M estimate and EPS of $0.60 versus a $0.46 estimate, marking a top- and bottom-line beat, per @stocktalkweekly on Dec 10, 2025. The source provided no additional details on guidance, margins, or after-hours price reaction, according to @stocktalkweekly. For traders, the only verified takeaway is the revenue and EPS outperformance versus estimates reported by @stocktalkweekly.

According to @stocktalkweekly, Kalshi prediction markets now assign a 96% probability to a Fed rate cut at tomorrow's FOMC, up from 25% two weeks ago, source: @stocktalkweekly https://twitter.com/stocktalkweekly/status/1998535809490735228. This denotes a sharp repricing of interest rate expectations into the meeting, signaling market consensus for an immediate cut, source: @stocktalkweekly https://twitter.com/stocktalkweekly/status/1998535809490735228.

According to @stocktalkweekly, the 16-stock portfolio spans issuer market caps from $2.4T down to $185M based on the provided values 2.4T, 1.5T, 122B, 24B, 13B, 12.3B, 11B, 10B, 5.4B, 4.8B, 4.5B, 4.2B, 1.5B, 1.3B, 1.1B, and 185M, source: @stocktalkweekly. Counts by size bracket are 2 at $1T+, 6 between $10B and $122B, 4 between $4B and $5.4B, 3 between $1.1B and $1.5B, and 1 at $185M, source: @stocktalkweekly. The median issuer size is approximately $7.7B, calculated as the average of $5.4B and $10B, and the aggregate issuer market caps total about $4.115T, calculated from the provided figures, source: @stocktalkweekly. This distribution includes both very large and very small issuers, a mix that is directly relevant for liquidity-aware execution planning based on the stated market-cap profile, source: @stocktalkweekly.

According to @stocktalkweekly, a Dec 9, 2025 post on X states SpaceX is considering a 2026 IPO at a $1.5 trillion valuation, and the post does not cite an official filing or company statement (source: @stocktalkweekly on X, Dec 9, 2025). For context, secondary share sales in late 2023 valued SpaceX around $175 billion, highlighting the magnitude of the rumored target if realized (source: Reuters, Dec 11, 2023). Musk-linked headlines have historically driven sharp intraday moves in Dogecoin (DOGE), including a jump of about 30% after Twitter’s logo change in April 2023, making DOGE a key crypto ticker to monitor on SpaceX IPO chatter (source: Reuters, Apr 3, 2023). Until an S-1 is filed or an official confirmation is issued, traders may treat this as unverified headline risk rather than confirmed deal terms (source: @stocktalkweekly on X, Dec 9, 2025; U.S. SEC Investor Bulletin: IPOs).

According to @stocktalkweekly, the strategy concentrates a portfolio in 15-20 stocks managed with high conviction and close monitoring. According to @stocktalkweekly, the market-cap mix targets 2 mega-caps, 5 large-caps, 8 mid-caps, and 1 small-cap. According to @stocktalkweekly, more than 85% of exposure is held in common shares, with naked options used for leverage. According to @stocktalkweekly, this structure is chosen because it is easier to manage and follow.

According to @stocktalkweekly, Donald Trump said he informed China’s President Xi that the U.S. will allow Nvidia to ship H200 products to approved customers in China, source: @stocktalkweekly. The statement adds that 25% will be paid to the U.S. government, source: @stocktalkweekly. It further states that Intel and AMD will be offered the same opportunity, source: @stocktalkweekly. The tickers referenced in the update are NVDA, INTC, AMD, and SMH, source: @stocktalkweekly. The source does not specify cryptocurrency market impacts or timing and terms beyond these points, source: @stocktalkweekly.

According to @stocktalkweekly, the portfolio delivered a parabolic breakout with a cumulative gain of 589.62% over the past couple weeks, versus a 12.24% advance for the S&P 500, source: @stocktalkweekly tweet dated Dec 8, 2025. Based on the reported figures, this implies a 577.38 percentage-point outperformance spread versus the index over the stated multi-week window, source: @stocktalkweekly tweet dated Dec 8, 2025. The update provides no disclosure of underlying positions, sectors, entry or exit timestamps, or verification, so the result is self-reported without audit detail, source: @stocktalkweekly tweet dated Dec 8, 2025. The post includes no mention of cryptocurrency exposure or tickers, indicating no direct signal for BTC or ETH flows from this update alone, source: @stocktalkweekly tweet dated Dec 8, 2025.

According to @stocktalkweekly, TSMC Arizona has sent hundreds of engineers to Taiwan ahead of schedule to begin 2nm and 3nm process training, citing a same-day report from Taiwan’s Liberty Times as the source. source: @stocktalkweekly; Liberty Times This acceleration aligns with TSMC’s publicly stated roadmap that targets N3 expansion and N2 (2nm) volume production in 2025, indicating preparation to scale leading-edge capacity. source: TSMC Technology Symposium materials; TSMC investor communications (2023–2024) For supply-chain exposure, Amkor (AMKR) previously announced a new advanced packaging and test facility in Arizona to support chips produced at the nearby TSMC fab, and Apple disclosed it will utilize Amkor’s Arizona site for advanced packaging of Apple silicon built at TSMC Arizona—linking TSMC Arizona progress to AMKR’s back-end volumes. source: Amkor press release (Oct 2023); Apple Newsroom (Dec 2023) Crypto relevance: leading-node ramp improves performance-per-watt for compute, a dynamic TSMC highlights for N3/N2, and efficiency gains in ASIC hardware are a key cost driver for Bitcoin mining as reflected in manufacturers’ published J/TH specs—so traders in digital-asset mining and AI-infrastructure themes monitor such node and packaging milestones. source: TSMC process briefs (N3/N2 perf/W); Bitmain and MicroBT product specifications