sniff.trade
showstrackprofile
request access
SPY

SPY

25 tracked calls · 18 long · 7 short · last 90d: 18L/7S
first called by The Master Investor Podcast 1mo ago
IN TRACKED PORTFOLIOS
Stanley DruckenmillerHOLD CALLS
SPYSPYLONG2d ago
“the Dow skids 1,100 points as investors worry about Fed next steps... but fortunately the economy chugs on and the economy is strong. So I believe in it I believe in it too Never never black pill”
TBPN

The U.S. economy powers right through the noise even as the Dow plunges 1,100 points on inflation fears, making the broader market a screaming buy.

SPYSPYLONG@ $734.99
$732.18-0.38%
since call Jul 29
peak +2.5%
Trade on Robinhood →
SPYSPYLONG3d ago
“ultimately I think Treasury or Fed will take over... and just backs stop the whole thing. And it's, you know, may not even be that expensive per se, but I think that's what's going to happen. And it'l”
Monetary Matters · The Monetary Matters Network

The Fed and Treasury will inevitably backstop Nvidia's $250 billion in AI guarantees to prevent an economic unwind, forcing broad stock indexes to surge.

SPYSPYLONG@ $754.85
$732.18-3.00%
since call Jul 28
peak +1.0%
Trade on Robinhood →
SPYSPYLONG3d ago
“the stock market is going to ultimately see the idea that, hey, the Fed shrinks the balance sheet, and then that means they can cut rates. And so then they'll see the rate cuts as actually positive.”
ThreadGuy

The Federal Reserve will bypass the rising 33% odds of a rate hike by shrinking its balance sheet instead, unlocking future rate cuts that ignite the market.

SPYSPYLONG@ $745.21
$732.18-1.75%
since call Jul 28
peak +0.9%
Trade on Robinhood →
SPYSPYSHORT3d ago
“gut feel is that that we're on a downward trajectory at the moment... gamification of the US market... margin debt is at an all-time high.”
The Master Investor Podcast

Retail gamification on apps like Robinhood pushed US margin debt to a record $1.53 trillion, setting the heavy S&P 500 up for a painful downward trajectory.

SPYSPYSHORT@ $747.92
$732.18+2.10%
since call Jul 28
peak +2.1%
Trade on Robinhood →
SPYSPYLONG5d ago
“The upward sloping 200 day is still fantastic. Above the 200 day is still great. We are still in a bull market in this.”
Jordi Visser

Buy the S&P 500 as it rides a structural bull market well above its 7,009 200-day moving average and corporate profit margins continue expanding.

SPYSPYLONG@ $733.28
$732.18-0.15%
since call Jul 26
peak +1.2%
Trade on Robinhood →
SPYSPYSHORT6d ago
“we broke down through that yesterday with a selloff... there now has been a momentum sell signal triggered... That's going to open up that risk for correction down to the 100 day moving average, which”
Thoughtful Money · Adam Taggart | Thoughtful Money®

The S&P 500 just triggered a momentum sell signal and cracked its consolidation range, opening the trapdoor for a 5.7 percent drop down to the 7,000 level.

SPYSPYSHORT@ $725.25
$732.18-0.96%
since call Jul 25
peak +1.3%
Trade on Robinhood →
SPYSPYLONG1w ago
“Building on that risk in the equities market means of course I'm long the S&P 500... I am solving for a long steady compounded... return over a long period of time”
Wealthion

Even though 10 companies make up 40% of the index, the S&P 500 automatically purges losers to keep your money compounding tax-free over the long haul.

SPYSPYLONG@ $731.97
$732.18+0.03%
since call Jul 24
peak +1.2%
Trade on Robinhood →
SPYSPYSHORT1w agoFLIPPED
“on a delta basis i'm negative spx right... negative like 15 exposure to the market... these institutional investors who bought them... their goal is to get their bonus like that's their goal right so ”
ThreadGuy

Money managers are dumping stocks to lock in 30% to 40% tech gains and secure their year-end bonuses, dragging down the broader S&P 500.

SPYSPYSHORT@ $739.58
EXIT$740.86-0.17%
since call Jul 24
flipped Jul 28 · held 4d · record frozen at -0.17%
Trade on Robinhood →
SPYSPYLONG1w ago
“If the S&P is going down, it wouldn't be up this much year-over-year... Use the S&P 500 as the best benchmark for the economy... We're not even in the ballpark of that happening anytime soon.”
Jordi Visser

Early earnings reports deliver a massive 16% surprise that crushes recession fears and cements the S&P 500 as the ultimate vehicle for economic growth.

SPYSPYLONG@ $753.33
$732.18-2.81%
since call Jul 19
peak +0.6%
Trade on Robinhood →
SPYSPYSHORT2w ago
“concentration in the S&P 500 is 40 some percent mag seven and 20% semiconductors... the bubble is more material and larger in magnitude because of the concentration that these companies have grown to ”
Forward Guidance

The S&P 500 faces massive contagion risk as the top 10 stocks exceed 40% of the index, triggering a violent unwind of crowded tech and semiconductor trades.

SPYSPYSHORT@ $752.52
$732.18+2.70%
since call Jul 17
peak +2.7%
Trade on Robinhood →
SPYSPYLONG2w ago
“S&P, I don't know how you can look at that chart and not be bullish. Um, I told last week I showed it as a triangle. You know, we get bad news out of Iran, it still goes higher.”
Jordi Visser

The broader market completely shrugs off geopolitical shocks to hit new highs by mid-April 2026 because relentless AI token demand fuels a structural rally.

SPYSPYLONG@ $768.53
$732.18-4.73%
since call Jul 12
Trade on Robinhood →
SPYSPYLONG3w agoFLIPPED
“I tend to believe right now about the markets that uh I don't I don't see any calamity uh around the corner. I was around during the dotcom era... I find the level of um uh speculation to be probably ”
Thoughtful Money · Adam Taggart | Thoughtful Money®

The broader market avoids dotcom-era calamity as current speculation levels sit at a mere three out of ten compared to the late 90s.

SPYSPYLONG@ $747.71
EXIT$738.93-1.17%
since call Jul 7
peak +1.0%
flipped Jul 25 · held 18d · record frozen at -1.17%
Trade on Robinhood →
SPYSPYLONG3w agoFLIPPED
“Donald Trump just issued a threat to short sellers in the market... He just declared it anti-patriotic to short... This makes it hard to not back up the truck and buy a little bit.”
ThreadGuy

The broader market is a buy as Donald Trump publicly threatens short sellers and declares betting against the country anti-patriotic.

SPYSPYLONG@ $747.98
EXIT$739.58-1.12%
since call Jul 7
peak +0.9%
flipped Jul 24 · held 17d · record frozen at -1.12%
Trade on Robinhood →
SPYSPYLONG3w agoFLIPPED
“So, what I did is let's just say I bought I shorted $10,000 worth of LAR. I just go ahead and offset that with a $10,000 long position in the S&P with just SPY... take a bullish view to offset that as”
Thoughtful Money · Adam Taggart | Thoughtful Money®

Shield your bets against weak individual stocks by buying the broader market to neutralize the risk of a sudden melt-up, a strategy already yielding up to 50%.

SPYSPYLONG@ $751.28
EXIT$738.93-1.64%
since call Jul 5
flipped Jul 25 · held 20d · record frozen at -1.64%
Trade on Robinhood →
SPYSPYLONG3w agoFLIPPED
“my bet is right now we're going to break out to the upside simply because we're we're virtually triggering a buy signal on a momentum basis.”
Thoughtful Money · Adam Taggart | Thoughtful Money®

The broader market is breaking out of its recent price compression as momentum indicators like the MACD hitting 11.96 trigger a clear technical buy signal.

SPYSPYLONG@ $744.78
EXIT$738.93-0.79%
since call Jul 3
peak +1.4%
flipped Jul 25 · held 22d · record frozen at -0.79%
Trade on Robinhood →
SPYSPYSHORT4w agoFLIPPED
“people who have been disaccumulating it and have record levels of debt and issuance, high rates, which imply further issuance uh to make uh rental payments. Who are you choosing? If I didn't put the A”
Wealthion

The US market faces a structural decline driven by record debt issuance, high rates, and a loss of systemic trust compared to international alternatives.

SPYSPYSHORT@ $744.80
EXIT$738.93+0.79%
since call Jul 2
peak +1.1%
flipped Jul 24 · held 22d · record frozen at +0.79%
Trade on Robinhood →
SPYSPYLONG4w ago
“The earnings growth of the S&P going back from 2000... averaged 8% a year. Nominal. We're doing like 12 to 15 now. So, I'm like, if there was ever a time to rerate to a higher multiple of maybe 25 or ”
Monetary Matters · The Monetary Matters Network

The S&P 500 is heading to 10,000 as nominal earnings growth accelerates to 12-15% and justifies a 25x multiple against low real yields.

SPYSPYLONG@ $746.72
$732.18-1.95%
since call Jul 2
peak +1.2%
Trade on Robinhood →
SPYSPYSHORT4w agoFLIPPED
“And we still think the risk of a 1998 style correction in markets is is still pretty high over the next one to two quarters.”
Thoughtful Money · Adam Taggart | Thoughtful Money®

The broader market faces a high probability of a 1998-style correction over the next one to two quarters.

SPYSPYSHORT@ $742.06
EXIT$744.78-0.37%
since call Jul 2
flipped Jul 3 · held 2d · record frozen at -0.37%
Trade on Robinhood →
SPYSPYLONG4w ago
“a leveraged system forces traders out the risk curve rather than letting them sit in cash”
Capital Flows Research

A heavily leveraged financial system forces investors to abandon cash and buy stocks to chase returns instead of hiding from market fears.

SPYSPYLONG@ $757.40
$732.18-3.33%
since call Jul 1
peak +1.2%
Trade on Robinhood →
SPYSPYLONG1mo agoFLIPPED
“there's a fractal now showing technically which shows us quite clearly that we are from '97 and until 2000 that kind of development we saw there in the Nasdaq and the S P is very much what we see righ”
Wealthion

Long the S&P 500: the current market is tracking a late-90s technical fractal, setting up for a massive vertical melt-up driven by foreign capital rotating into the US before the bubble bursts.

SPYSPYLONG@ $728.99
EXIT$744.80+2.17%
since call Jun 26
flipped Jul 2 · held 7d · record frozen at +2.17%
Trade on Robinhood →
SPYSPYLONG1mo ago
“It is just a plain fact that the US economy is more dynamic than Europe... you will make a lot more money if you invest in the US.”
The Real Eisman Playbook

Long the US market: the US economy is far more dynamic than Europe's, meaning investors will make a lot more money allocating capital domestically.

SPYSPYLONG@ $742.79
$732.18-1.43%
since call Jun 26
peak +3.6%
Trade on Robinhood →
SPYSPYLONG1mo ago
“we're finishing this year at basically the lowest PEG ratio in the last 22 years on this... We're currently 8.66 above the 200-day moving average. I mean, we're nowhere in bubble territory. This is th”
Jordi Visser

S&P 500 earnings growth is actually outpacing price appreciation, driving the index to its lowest PEG ratio in 22 years.

SPYSPYLONG@ $749.69
$732.18-2.34%
since call Jun 21
peak +1.1%
Trade on Robinhood →
SPYSPYLONG1mo ago
“Retail investors bought +$150 billion of the 100 largest US equity ETFs over the last month, the 2nd-highest reading on record.”
The Kobeissi Letter

Retail equity ETF inflows hit 2nd-highest ever, sustaining a strong bid under large-cap US stocks

SPYSPYLONG@ $7,342.94
$7,336.83-0.08%
since call Jun 18
peak +1.2%
Trade on Hyperliquid →
SPYSPYLONG1mo ago
“we are going to have bumps in the road. I know that it's going to be like this but we're going to higher highs because the size of the prize. This is going to transform five ten 15% of global GDP.”
BG2 Pod

The AI revolution is projected to transform 10% to 15% of global GDP, propelling the broader market to higher highs as compute demand explodes.

SPYSPYLONG@ $743.00
$732.18-1.46%
since call Jun 11
peak +1.8%
Trade on Robinhood →
SPYSPYSHORT1mo ago
“my only advice would be rotate out of the S P 500 into the S P 500 equal weight or more globally diversified equity portfolio that's not as exposed to 50% technology.”
The Master Investor Podcast

Short the S&P 500: The index is dangerously concentrated with 50% in technology, setting up a high probability of a serious market hit as massive IPOs suck liquidity out of the system.

SPYSPYSHORT@ $726.18
$732.18-0.83%
since call Jun 9
peak +1.0%
Trade on Robinhood →