Dan Castro @41DanielCastro

Decoding the Math Behind the Market Cycles at @zuriquecapital. Now building the Wall Street Insider Report (1,900+ Investors in 70+ Countries) wallstreetinsiderreport.com Decode the Market Cycles → Joined September 2011

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Dan Castro @41DanielCastro

19 hours ago

ζ PayPal's $PYPL $53 Billion Suitor Walked Away: + $MRVL, $AFRM +17 Curated Assets Cycle Analysis

Zurique Capital Research @zuriquecapital

20 hours ago

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Dan Castro @41DanielCastro

2 days ago

@MebFaber If you included $NVDA in the question would be more popular today 😂. I loved this conversation of @david_perell and @nathanbarry youtu.be/QsHm_0MEhX8

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Dan Castro @41DanielCastro

2 days ago

@basso_tom Let us know the experience!

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Dan Castro @41DanielCastro

2 days ago

Micron Commits $10 Billion to America's First Dedicated Memory Research Lab $MU Headlines are free. Position is math: ▪️Micron $MU Cycle Decoded ▪️

Zurique Capital Research @zuriquecapital

2 days ago

Micron Commits $10 Billion to America's First Dedicated Memory Research Lab $MU Headlines are free. Position is math: ▪️Micron $MU Cycle Decoded ▪️<Phase: 5/6 /Calculated Exposure Ceiling: 4.6%> Micron $MU committed $10 billion over 10 years to Micron Research Labs, the first

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Dan Castro @41DanielCastro

2 days ago

@Stocktwits We are genius! 🙃

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Dan Castro @41DanielCastro

2 days ago

@KobeissiLetter How to value an AI company: ▪️Pick a number ▪️Add "trillion"

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Dan Castro @41DanielCastro

2 days ago

S&P 500 Crosses $70 Trillion for the First Time, Adding $550 Billion in 1 Day $SPX $SPY

Zurique Capital Research @zuriquecapital

2 days ago

S&P 500 Crosses $70 Trillion for the First Time, Adding $550 Billion in 1 Day $SPX $SPY This news is public. The read below isn't: ▪️S&P500 Cycle Decoded ▪️<Phase: 2 /Calculated Exposure Ceiling: 8%> The S&P 500 crossed $70 trillion in total market cap for the first time,

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Dan Castro @41DanielCastro

2 days ago

@Barchart Where the world puts its money: Europe – U.S. stocks Asia – U.S. stocks Brazil – U.S. stocks Middle East – U.S. stocks Americans – parlays

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Dan Castro @41DanielCastro

2 days ago

@Kalshi_Finance You can't afford a house. The GPUs can.

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Dan Castro @41DanielCastro

2 days ago

Global hedge fund portfolio breakdown: ▪️Semiconductors: 16% ▪️Software: 2% ▪️Explaining why they sold before the top: 82%

The Kobeissi Letter @KobeissiLetter

3 days ago

Hedge funds are rapidly dumping chip stocks: Semiconductor and semiconductor equipment stocks now account for ~16% of total global hedge fund market exposure, near their lowest in 6 months. This percentage has declined -8 points since its June peak. However, exposure still

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Dan Castro @41DanielCastro

2 days ago

High-tech spending just hit 55.2% of all US capex, the highest on record. The previous record was 44%, set at the peak of the Dot-Com Bubble. We are now officially 25% more confident than the year 2000.

The Kobeissi Letter @KobeissiLetter

2 days ago

AI is driving a historic surge in investment: High-tech capital spending accounted for 55.2% of total nominal capital spending in the US economy in Q2 2026, the highest proportion on record in data going back to 1960. High-tech spending includes expenditures on equipment,

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Dan Castro @41DanielCastro

2 days ago

@Stocktwits CEO: How was the revenue? CFO: $96.22 billion. CEO: And what happens next? CFO: The stock will go up when you say $96.22 billion.

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Dan Castro @41DanielCastro

2 days ago

ζ Nvidia Grew 106% And Guided Another $108 Billion Quarter + Salesforce $CRM, Okta $OKTA, CrowdStrike $CRWD and other 16 curated assets cycle analysis

Zurique Capital Research @zuriquecapital

2 days ago

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Dan Castro @41DanielCastro

2 days ago

@KobeissiLetter High-tech spending just hit 55.2% of all US capex, the highest on record. The previous record was 44%, set at the peak of the Dot-Com Bubble. We are now officially 25% more confident than the year 2000.