ShiftSeer's profile picture. Market regime shifts, big trends & emerging tech. Investor & Trader since 2002

ShiftSeer

@ShiftSeer

Market regime shifts, big trends & emerging tech. Investor & Trader since 2002

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Hey everyone, This is my new user @ShiftSeer . Same investor/trader you've known as @Elricadon since 2008. Here to keep sharing my insights on market regime shifts, great chart trends & the next tech waves. Glad you're here.


$Riot up 15.5% Secured 25 MW AMD lease at Rockdale, unlocking 700 MW for rapid, scalable data center growth. AMD will lease 25 megawatts of capacity at Riot Platforms' Rockdale data center in Milam County, Texas, under an initial 10-year, $311 million contract.

ShiftSeer's tweet image. $Riot up 15.5% Secured 25 MW AMD lease at Rockdale, unlocking 700 MW for rapid, scalable data center growth. AMD will lease 25 megawatts of capacity at Riot Platforms' Rockdale data center in Milam County, Texas, under an initial 10-year, $311 million contract.

$NLY weekly ADJ Chart (adjusted for dividends)

ShiftSeer's tweet image. $NLY weekly ADJ Chart (adjusted for dividends)

Long some $NLY 22.01

ShiftSeer's tweet image. Long some $NLY 22.01


$NLY steady up 2.1% at $24.31 / mentioned long $22.01 . Adjusted for dividend (12% ,now11.5%) about +15.5% since mentioned.

ShiftSeer's tweet image. $NLY steady up 2.1% at $24.31 / mentioned long $22.01 . Adjusted for dividend (12% ,now11.5%) about +15.5% since mentioned.

Long some $NLY 22.01

ShiftSeer's tweet image. Long some $NLY 22.01


$AMPX +8.3$ breaking out today over the 50MA following a base out of the falling wedge. Volume keep picking up during the base and breakout. (advanced silicon anodes battery for Unmanned Aviation ,Light Electric Vehicles AI & Robotics)

ShiftSeer's tweet image. $AMPX +8.3$ breaking out today over the 50MA following  a base out of the falling wedge. Volume keep picking up  during the base and breakout. (advanced silicon anodes battery for Unmanned Aviation ,Light Electric Vehicles AI & Robotics)

Great follow up on yesterday setup i sent +11.5%. into the declining 50MA now.

ShiftSeer's tweet image. Great follow up on yesterday setup i sent +11.5%. into the declining 50MA now.

There are a lot of issues with the company $SMCI as everyone knows, but there is also a potential. Company expanding services in retail AI infrastructure, With 17% short of float and price now trying to bounce from historical price demand level, you might want to keep an eye on…

ShiftSeer's tweet image. There are a lot of issues with the company $SMCI as everyone knows, but there is also a potential. Company expanding services in retail AI infrastructure, With 17% short of float and price now trying to bounce from historical price demand level, you might want to keep an eye on…


I mentioned earlier, i will post some info about this new find company Allegro MicroSystems $ALGM (long): --->positioned as a high-growth semiconductor play, transitioning from a cyclical downturn into a multi-year expansion period, with significant exposure to the…

ShiftSeer's tweet image. I mentioned earlier, i will post some info about this new find company Allegro MicroSystems $ALGM (long):          --->positioned as a high-growth semiconductor play, transitioning from a cyclical downturn into a multi-year expansion period, with significant exposure to the…

Morning, new name here $ALGM long 32.30 will send some info about it later

ShiftSeer's tweet image. Morning, new name here $ALGM long 32.30 will send some info about it later


$LAES SEALSQ - Quantum... +13% over price level+ volume

ShiftSeer's tweet image. $LAES SEALSQ - Quantum... +13% over price level+ volume

Ha it fits you well dumpster diver move 🤩

have it here new today



There are a lot of issues with the company $SMCI as everyone knows, but there is also a potential. Company expanding services in retail AI infrastructure, With 17% short of float and price now trying to bounce from historical price demand level, you might want to keep an eye on…

ShiftSeer's tweet image. There are a lot of issues with the company $SMCI as everyone knows, but there is also a potential. Company expanding services in retail AI infrastructure, With 17% short of float and price now trying to bounce from historical price demand level, you might want to keep an eye on…

ShiftSeer's tweet image.

Nutrien $NTR another strong day . Potash, nitrogen, phosphate in high demand, Tight inventories are expected to support crop commodity prices. Entry was perfect at 61, it ight be correcting soon (measured move upside almost complete).

ShiftSeer's tweet image. Nutrien $NTR another strong day . Potash, nitrogen, phosphate in high demand, Tight inventories are expected to support crop commodity prices. Entry was perfect at 61, it ight be correcting soon (measured move upside almost complete).
ShiftSeer's tweet image. Nutrien $NTR another strong day . Potash, nitrogen, phosphate in high demand, Tight inventories are expected to support crop commodity prices. Entry was perfect at 61, it ight be correcting soon (measured move upside almost complete).


Nutrien $NTR another strong day . Potash, nitrogen, phosphate in high demand, Tight inventories are expected to support crop commodity prices. Entry was perfect at 61, it ight be correcting soon (measured move upside almost complete).

ShiftSeer's tweet image. Nutrien $NTR another strong day . Potash, nitrogen, phosphate in high demand, Tight inventories are expected to support crop commodity prices. Entry was perfect at 61, it ight be correcting soon (measured move upside almost complete).
ShiftSeer's tweet image. Nutrien $NTR another strong day . Potash, nitrogen, phosphate in high demand, Tight inventories are expected to support crop commodity prices. Entry was perfect at 61, it ight be correcting soon (measured move upside almost complete).

$NTR Nutrien

ShiftSeer's tweet image. $NTR Nutrien


$ANET now trading over declining VWAP from ATH and is at the $133 price level mentioned in my last post. A close over $133 will be a nice win for the long sentiment, over $134 even better.

ShiftSeer's tweet image. $ANET now trading over declining VWAP from ATH and is at the $133 price level mentioned in my last post. A close over $133 will be a nice win for the long sentiment, over $134 even better.

I like $ANET here , long some 125.32

ShiftSeer's tweet image. I like $ANET here , long some 125.32


Sold full position $AMDL $18.84 ( $AMD x2 ) +$4.84 +34.6%. 🎯

ShiftSeer's tweet image. Sold full position $AMDL $18.84 ( $AMD x2 ) +$4.84 +34.6%. 🎯

$AMD $AMDL very positive and healthy price action backed by good volume day. Mentioned Dec 19 long $AMDL started on the 18th $14 and added more as i mentioned on the 23. There still work to be done here to close it over $17.2 and over $18.50

ShiftSeer's tweet image. $AMD $AMDL very positive and healthy price action backed by good volume day. Mentioned Dec 19 long $AMDL started on the 18th $14 and added more as i mentioned on the 23. There still work to be done here to close it over $17.2 and over $18.50


Sold some more $RCAT shares $14.26 now total 1/3 out. +$5.26 +58.4%

ShiftSeer's tweet image. Sold some more $RCAT shares $14.26 now total 1/3 out. +$5.26 +58.4%

I like Red Cat $RCAT going into 2026. Long $9.0

ShiftSeer's tweet image. I like Red Cat $RCAT going into 2026. Long $9.0


Long $RZLV 3.85

ShiftSeer's tweet image. Long $RZLV 3.85

Sold 1/4 $RZLV 4.28 +11.2% / mentioned long yesterday.

ShiftSeer's tweet image. Sold 1/4 $RZLV 4.28  +11.2% / mentioned long yesterday.


$RZLV Rezolve now up 15% . 21% since yesterday mention.

ShiftSeer's tweet image. $RZLV Rezolve now up 15% . 21% since yesterday mention.
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$QCOM Largest client $AAPL discontinue modem share in its devices in 2026 -2027 and a softer outlook for global smartphones sales. still bright future on automotive/robotics . Sold $QCML mentioned before 19.26 -14%

$qcom going +3%. Slow mover, but great chart and good long term prospect with robotics. I expect it to be back over $200 soon enough. / mentioned before long $QCOM $QCML

ShiftSeer's tweet image. $qcom going +3%. Slow mover, but great chart and good long term prospect with robotics. I expect it to be back over $200 soon enough. / mentioned before long $QCOM $QCML


Sold 1/4 $RZLV 4.28 +11.2% / mentioned long yesterday.

ShiftSeer's tweet image. Sold 1/4 $RZLV 4.28  +11.2% / mentioned long yesterday.
This post is unavailable.

$AMD $AMDL good break above VWAP from ATH

ShiftSeer's tweet image. $AMD $AMDL good break above VWAP from ATH

$AMD $AMDL very positive and healthy price action backed by good volume day. Mentioned Dec 19 long $AMDL started on the 18th $14 and added more as i mentioned on the 23. There still work to be done here to close it over $17.2 and over $18.50

ShiftSeer's tweet image. $AMD $AMDL very positive and healthy price action backed by good volume day. Mentioned Dec 19 long $AMDL started on the 18th $14 and added more as i mentioned on the 23. There still work to be done here to close it over $17.2 and over $18.50


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