Timeline – Steve – Options Players

Steve posted an update 4 days ago

4 days ago

📡 Qualcomm (QCOM) Stock Rundown

Sector: Semiconductors / Wireless / AI Edge

Theme: AI without the bubble multiple

🧠 What Qualcomm Really Is Today

Qualcomm is no longer just a smartphone chip company.

Yes, mobile still matters — but QCOM has quietly built multiple high-growth engines:

Snapdragon processors powering premium smartphones and on-device…

Monday – Feb 9

Upwork (UPWK)

Tuesday – Feb 10

Heavy earnings day, especially for financials and insurers:

Apollo Global Management (APO)
Becton Dickinson (BDX)
Arch Capital Group (ACGL)
Cincinnati Financial (CINF)
Loews Corp (L)
Principal Financial Group (PFG)
Medpace Holdings (MEDP)

Wednesday – Feb…

plainsane5

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Steve posted an update a week ago

a week ago

Are you ready?!

https://www.instagram.com/reel/DUMzMruAA9C/?igsh=MWEyejZhZXlyb2doYw==

instagram.com

WhatsNextWallstreet on Instagram: "BITCOIN IS SETTING UP FOR A MAJOR MACRO TAILWIND 🚀 The upcoming Fed chair transition could be super bullish for Bitcoin — and most people are missing why. Kevin Warsh, the next likely Fed Chair, has already called Bitcoin a “significant asset” and acknowledged its role in keeping governments in check. That matters more than headlines realize. This isn’t about the Fed endorsing Bitcoin. It’s about what Bitcoin represents when monetary credibility starts getting questioned. And that’s exactly where we’re headed. Here’s the setup ⬇️ 🔹 Policy uncertainty = Bitcoin fuel Fed transitions create uncertainty. Uncertainty creates volatility. Volatility pushes capital toward scarce, permissionless assets. Bitcoin becomes the scoreboard. 🔹 The system is boxed in Massive debt. Fragile credit markets. Political pressure on rates. There is no clean exit — and Bitcoin historically shines when markets realize that. 🔹 Liquidity always wins Markets don’t move on speeches. They move on liquidity. When balance sheet stress shows up or tightening breaks something, Bitcoin front-runs the shift. 🔹 Bitcoin is a check on power When confidence in policy weakens, capital looks for assets outside political control. That’s Bitcoin’s lane. Not hype. Not speculation. A hedge against credibility erosion. 🔹 The asymmetry is massive Downside = volatility and scary headlines. Upside = policy stress, dollar confidence cracks, and fast repricing higher. Bitcoin doesn’t grind — it gaps. BOTTOM LINE: Bitcoin doesn’t need permission. It doesn’t need approval. It doesn’t need perfect conditions. It needs uncertainty, credibility risk, and policy pressure. And that environment is forming right now. Those who wait for confirmation usually buy much higher. Those who understand the cycle prepare early. #Bitcoin #Crypto #Macro #Fed #HardAssets"

4 likes, 0 comments - whatsnextwallstreet on January 31, 2026: "BITCOIN IS SETTING UP FOR A MAJOR MACRO TAILWIND 🚀 The upcoming Fed chair transition could be super bullish for Bitcoin — and most people are missing why. Kevin Warsh, … Continue reading

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Steve posted an update a week ago

a week ago

BITCOIN THESIS: WHY THIS COULD BE A HUGE OPPORTUNITY WITH WHAT’S COMING

Kevin Warsh — the next likely Fed Chair — has publicly called Bitcoin a “significant asset” and acknowledged its role in keeping governments in check. That statement alone matters far more than people realize.

This isn’t about the Fed “endorsing” Bitcoin.

It’s…

Steve

Monday – Feb 9

Tuesday – Feb 10

Wednesday – Feb…

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