The Setup Wall Street’s Already Betting on

Don here…

I’m notoriously bearish on markets.

But I have to say, Gianni and Brandon made a pretty good case to be bullish.

In today’s LIVE session, they put the pieces together in a way that only happens when history, order flow, and positioning all line up.

This kind of alignment tells us Wall Street isn’t guessing…it’s already moving.

Here’s what they covered live:

The Fed cut roadmap: why rate cuts near highs have never failed to deliver double-digit gains over the next year.
Massive institutional inflows: Bank of America clients just posted one of the 10 largest since 2008—smart money is moving now.
The China rotation: domestic buying just hit a multi-year record, setting up explosive opportunities in names like BABA and Tencent.
Crypto’s quiet setup: Ethereum ETF inflows topping $1 billion daily—what that means for the next leg up.
A live trade idea: the exact OUST setup we handed out during the session with a 43 target.

If you’ve been waiting for conviction in this market, this session was it.

Every data point, every inflow, every trade idea pointed to the same conclusion: the next rotation is already underway.

→ [Watch the replay here]

To your success,
Don Kaufman
Chief Market Strategist, TheoTRADE

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