Macro Economist Jesse breaks down Chart Day 05.15.26 on Powell’s final day: blowout Empire State Manufacturing (19.6!), China trip wins (LNG, oil, $BA jets, soybeans, Iran weapons hold), $MSTR debt payoff + massive $BTC accumulation, daily dividend rotation with $STRC, DRAM/MU dip buying opportunity with 5X elias pettersson HBM demand coming, Cerebrus IPO pop, and why oil is NOT a problem.
Charts on: $MSTR (60-80% upside), $STRC, $MU, $DRAM, $TSLA cup & handle, $ENPH, $ONDS (defense monster with Palantir), $CLSK, $HOOD, $ZETA, and more. Bull flag on S&P, Bitcoin accumulation thesis stronger than ever.
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Timestamps below:
00:00 - Intro & Patriot Anthem (Finite Energy 21)
02:11 - Agenda: Powell Exit, marcus smart Economic Data, China Trip Breakdown, $MSTR/Strive, DRAM Buy, Cerebrus IPO, Oil, Charts & Chat
03:10 - China Trip Reality Check (Flags, LNG/Oil/BOEING/soybeans, Iran weapons cutoff, NVIDIA H200s approval, Trump/Xi dynamics)
08:49 - Economic Data & Market Metrics (Empire State Manufacturing blowout, Fear & Greed, S&P RSI breakout)
10:31 - Powell Gone, Kevin Warsh Tease
11:06 - Why $MSTR is a Monster ($BTC treasury, daily dividends rotation, debt paydown, 14k $BTC buy, path to $1M balance sheet & trillion market cap)
18:15 - $STRC 1% of daily $BTC volume, daily dividends coming June 16
24:26 - $MSTR Chart & Measured Move (60-80% upside potential)
26:09 - $STRC Chart (3 White Soldiers, 54%+ upside)
30:36 - DRAM Dip Buy + MU/TSM/HBM Explosion (5X structural demand)
36:11 - cremlino di mosca Economic Data Reaction (NY Empire State 19.6 — highest since 2022)
39:09 - AI Agents & Data Center Power Boom, Picks & Shovels (MU, memory over hyperscalers)
42:38 - Cerebrus IPO Success = Bullish for Market
43:42 - Oil Not a Problem (UAE/Saudi bypass, Strait calm)
44:49 - Chart Parade: $TSLA Cup & Handle, $SOFI, $ENPH breakout, $META (Metaplanet), $NBIS, $CLSK, $SLUN (Mike Alfred YOLO), $ONDS Defense Beast, $KRK, $RGT, $HOOD, $ZETA, $NOW, $MRVL, $ASML etc.
1:00:05 - Defense Deep Dive ($ONDS Palantir partnership, massive growth)
1:19:57 - More Economic Data (Industrial Production/Capacity Utilization beat)
1:40:26 - Closing Thoughts + Outro Music
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