POV: Everything was just a dream.
-You wake up in June.
-Stocks are hitting new ATHs every day.
-Sivers is all over your feed.
-@aleabitoreddit is pumping stocks to 50%+ daily gains.
-You’re rich.
Life is amazing.
Sam altman spent years convincing us AI would replace human memory.
Now he’s buying every RAM chip on earth because apparently AI can’t remember shit either.
Lol
There’s something interesting about market bottoms under Trump.
We’ve seen three major reversals since he returned to office.
And all three followed a remarkably similar pattern.
1. April 2025 — The Tariff Bottom
Trump’s tariffs triggered panic across financial markets.
Stocks crashed. Recession fears surged.
Then, on April 9, Trump announced a 90-day tariff pause.
The S&P 500 surged 9.5% in a single day.
A textbook V-shaped reversal.
2. March 2026 — The Ceasefire Bottom
The Iran conflict sent oil prices soaring while stocks sold off aggressively.
Investors feared a prolonged war.
Then expectations of de-escalation began to grow.
Markets reversed sharply as sentiment shifted.
Another V-shaped recovery.
3. July 2026 — The Leopold Bottom
AI and momentum stocks experienced a brutal selloff amid reports of forced liquidations linked to Leopold Aschenbrenner’s fund.
Fear spread quickly.
But once the selling pressure eased, the hardest-hit stocks bounced aggressively.
Another V-shaped reversal, particularly in AI stocks.
Notice the pattern?
First, panic takes over.
Then, everyone starts expecting more downside.
Suddenly, a positive catalyst changes sentiment.
And markets recover faster than most investors expect.
So what am I expecting now?
I believe we’re setting up for another V-shaped bottom.
But here’s the important part:
I don’t expect a sustainable bottom until we get genuinely significant positive news.
Without a major catalyst, I believe the market could continue selling off or moving sideways.
And even if we get that V-shaped recovery, it doesn’t necessarily mean we’re immediately entering another bull run.
I wouldn’t be surprised to see 2–3 months of choppy price action, potentially even longer, before the next sustained move higher.
My takeaway:
Under Trump, the biggest reversals have often come when fear is at its highest and the news suddenly changes.
I’m not trying to predict the exact bottom.
I’m waiting for the catalyst that creates it.
My RAM generates more money that OpenAI
Yo @mikealfred can you join $AAOI so it goes straight to 0 and I forget about it.
Thanks
