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Conclusion

• On Monday Tuesday, I expect probably more choppiness until the Fed. We probably see a similar choppiness to on Friday last week, with oscillation around 5350. key levels are 5350 as the pivot. 5325 will be an area of support. Probably see oscillation in range of 5300-5400, but let's see. i will post levels more precisely daily during the week. Potential risks to that are a post NVDA stock split, but positioning for the market remains bullish for now.
• CPI - Now most of the data sources I am watching suggest that CPI probably comes in line or soft. But regardless, the main event will be the FOMC.
• Basically, volatility is in very steep contango. This means that vol sellers are sitting there absolutely ready to crush volatility down. This means that if Vol spikes after FOMC/CPI, probably we see a vix crush and we may see bears getting squeezed. This could make for a nice buy the dip.
• Market appears to be expecting a more dovish Powell from what I am reading.
• Possibly could be a non event, or a catalyst for a squeeze imo. Obviously if he comes super hawkish, I can be wrong, but the volatility set up does strike me as the fact that any sell off will be a nice buy the dip opporutnity.
• Personally, I expect him to say that they will bring inflation down, full commitment, remain month by month data driven approach. Will probably say that they are expecting inflation to be more difficult to get down than before, which can be enough to make the amrket drop initially, but I do think he will point to weakness in the labour market and suggest that they are monitoring it, and that if it gets weaker it can be reason to cut rates. This then could lead to the bears having to unwind positions, vix crush, and a squeeze higher.
• IF powell is dovish, IWM will probably be one of the trades to be in.

• Japanese GDP price index comes 3.4% YOY vs forecast of 3.6%. Previous reading was 3.7%
• SO prices are lower than expected, not good for inflation hopes, so points to more dovish BOJ.
• GDP annualised growth was -1.8% vs -1.9% expected.
• So weak GDP, but slowed less than expected, which is good.
• No major economic data announcements today.

• European markets lower after Macron calls snap election after losing EU election to far right counterpart.
• French market particularly is down 2%. French bond yields ar ehigher - sign of uncertainty, traders choosing to invest in safe bonds.
• GEr40 slightly lower, still holding the 18,400 level.
• SPX is flat - on Friday, after initial drop after Jobs numbers, to around 5325, it moved higher to 5375. Was chopping around the 5350 range, with bears trying to break below 5335 and bulls trying to get above 5375. Today we see more choppiness around this range.
• Nasdaq: Flat around 19,000. After jobs numbers on Friday, it dropped to 18,900, before recovery to 19,100. Fell to close around 19000, which is where it is trading now after dropping earlier in premarket.
• Dow Jones: on Friday, with the volatility after jobs numbers, it did jump above 39k momentarily, but then moved lower. Currently trading at 38,765, flat around there.
• UK100 green after drop below 8200.
• HKG50 closed today, sell off yesterday.

• EUR closed on Friday at 1.08 support. Today it gapped down and moved lwoer after more far right parties increased representation in EU election. Many major presidents like Germany’s and France’s lost their vote.
• Increased uncertainty, hence EURUSD lower.
• GBPUSD lower in sentiment with EURUSD.
• USD higher as a safe haven assets after far right parties advance in EU elections. When investors are not comfortable with something, they rotate into USD and that’s what we are seeing here.

• NVDA - post stock split now. 10-1 stock split is in effect.
• MSFT - unveils all digital Xbox consoles and new Doom title at games showcase
• TSLA - Vote on Musk pay package this week. Norway’s wealth fund opposes Musk’s 456B Tesla Pay package. The fund is Tesla’s 8th largest shareholder. Will vote against.
• TSLA - Bernstein says that CEO’s pay package is unlikely to pass the shareholder vote.
• TSLA - Musk says that if any of his other companies goes public, they will prioritise other longtime shareholder of my other companies, including Tesla
• AAPL - WWDC event this week. Expected to deliver on AI anticipation.

• EV companies generally - Beijing will offer a subsidy of $1,380 to buyers of EVs for replacing petrol cars and the incentive scheme will be available until year end.
• CRWD - Joining SPX, replacing Robert Half, RHI. Hence positive tailwind
• GDDY - also joining SPX, replacing CMA
• KKR - Joining SPX, replacing ILMN.
• AMD - Morgan Stnaley downgraded to equal weight from overweight, with Pt of 176.
• Morgan Stnaley says they like the AMD story, but said investor expectations for AI business are too high. Said they see limited upward revision potential for AI. Said it looks expensive compared to NVDA.
• Morgan Stnaley say they are in favour of AVGO, as their 2nd best AI alternative to NVDA.
• LUV - will get push today as Elliott Management has built a nearly 2b$ stake in LUV. Plans to push for changes.
• WMT - JPM upgrades Walmart to overweight from neutral, raises Pt to 81 from 66. Believes WMT offers strong balance of defence and offence. Said soft consumer background, but still expects Walmart to achieve multi year double digit EPS growth due to market share gains.
• CVNA - JPM raises CVNA PT to 150 from 130, overweight rating. Said used car market seen partial recovery YtD, due to better affordability. Said company has superior execution compared to peers. Strong unit economics,
• ENPH - HSBC upgrades to buy from Hold, with PT of 166. Potential squeeze candidate and can see Enphase push up today.
• GD - Their land systems division is awarded a 2.56B Canadian logistics vehicle modernisation contract.
• GME up in premarket. Halted multiple times on Friday as Roaring Kitty did his livestream.
• MRNA’s combination covid, flu vaccine shows positive late stage trial data.
• DKNG - MS adds DraftKings to top picks list with overweight rating at 51 PT. Cited tax increases dont translate 1:! And shouldn’t be viewed as foregone conclusion.
• DNUT - higher after Truist raises to buy from Hold. Price target 15. We saw it pump after price target last week with JPM.But it faded the gains, lets see if it can hold this time.
• AVGO - price target by MS at 1658
• PLTR lower after failure to be included in SPX rebalancing.
• ADBE down as Melius downgrades amid generative AI concerns.
• OXY - Berkshire buys an additional 2.57 million shares in Occidental petroleum.

• JPM and Citibank have scrapped their calls for a July rate cut after Friday’s jobs report.
• Populist far right parties have won record support in this year’s European Parliament elections.
• Far right ID party made big gains, right wing ECR party also saw votes increase.
• Center right EPP won the most seats, more than before. Von Der Leyen is president of EC and is an EPP member. Said their party is strongest in parliament.
• German Chancellor Scholz’s Social Democrats faced worst ever result on Sunday, falling 3rd place behind far right alternative for Germany.
• Germany say they are not contemplating a snap election as a result of EU election outcome. Pressure is however growing on Germany’s Scholz after the election drubbing by the far right.
• Macron renaissance party suffered heavy defeat to Le PEn’s far right National Raly, which is part of ID. Rival won 2 times the votes that Macron won.
• Macron takes “huge political gamble” and calls for snap election that his rival has every chance to win.
• As a result, French markets lower and bond yields up.
• The fact that more right wing in EU is important as can make it more difficult to pass EU legislation on issues ranging from climate and immigration to industrial strategy.
• ECB’s Nagel says its not yet the right moment for full rate reduction. Said they still need to be cautious on future moves. hawkish.
• ECB’s Kazmir: Its a non negligible risk of resurfacing price pressures. Disinflation will be bumpy. Said we shouldn’t rush into rate cut again and should sit out this summer.
• These comments go to reinforce that it was a hawkish rate cut last week.
• US lawmakers are trying to add chinese battery firms like CATL and Gotion to import ban list. Allegations claim supply chains use forced labour etc.
• Blackrock slashes Byju’s valuation to zero amid financial struggles. This company is an Indian company, once valued at 22B, now considered worthless by Blackrock.
• Toyota lost over $15B in market value last week after being caught falsifying tests.
• World gold council says that Gold is getting harder to mine as miners are struggling to excavate more. This isn’t a particularly pressing catalyst but in long term gold supply shortage is bullish for the commodity.
• Japan are trying to push up their birth rates and are therefore promoting dating apps.
• Modi sworn in for 3rd time as India pm.
• Bloomberg says that Japan likely financed most of its recent record currency market intervention by selling securities including Treasuries, says Bloomberg.

• On Monday Tuesday, I expect probably more choppiness until the Fed. We probably see a similar choppiness to on Friday last week, with oscillation around 5350. key levels are 5350 as the pivot. 5325 will be an area of support. Probably see oscillation in range of 5300-5400, but let's see. i will post levels more precisely daily during the week. Potential risks to that are a post NVDA stock split, but positioning for the market remains bullish for now.
• CPI - Now most of the data sources I am watching suggest that CPI probably comes in line or soft. But regardless, the main event will be the FOMC.
• Basically, volatility is in very steep contango. This means that vol sellers are sitting there absolutely ready to crush volatility down. This means that if Vol spikes after FOMC/CPI, probably we see a vix crush and we may see bears getting squeezed. This could make for a nice buy the dip.
• Market appears to be expecting a more dovish Powell from what I am reading.
• Possibly could be a non event, or a catalyst for a squeeze imo. Obviously if he comes super hawkish, I can be wrong, but the volatility set up does strike me as the fact that any sell off will be a nice buy the dip opporutnity.
• Personally, I expect him to say that they will bring inflation down, full commitment, remain month by month data driven approach. Will probably say that they are expecting inflation to be more difficult to get down than before, which can be enough to make the amrket drop initially, but I do think he will point to weakness in the labour market and suggest that they are monitoring it, and that if it gets weaker it can be reason to cut rates. This then could lead to the bears having to unwind positions, vix crush, and a squeeze higher.
• IF powell is dovish, IWM will probably be one of the trades to be in.

• Japanese GDP price index comes 3.4% YOY vs forecast of 3.6%. Previous reading was 3.7%
• SO prices are lower than expected, not good for inflation hopes, so points to more dovish BOJ.
• GDP annualised growth was -1.8% vs -1.9% expected.
• So weak GDP, but slowed less than expected, which is good.
• No major economic data announcements today.

• European markets lower after Macron calls snap election after losing EU election to far right counterpart.
• French market particularly is down 2%. French bond yields ar ehigher - sign of uncertainty, traders choosing to invest in safe bonds.
• GEr40 slightly lower, still holding the 18,400 level.
• SPX is flat - on Friday, after initial drop after Jobs numbers, to around 5325, it moved higher to 5375. Was chopping around the 5350 range, with bears trying to break below 5335 and bulls trying to get above 5375. Today we see more choppiness around this range.
• Nasdaq: Flat around 19,000. After jobs numbers on Friday, it dropped to 18,900, before recovery to 19,100. Fell to close around 19000, which is where it is trading now after dropping earlier in premarket.
• Dow Jones: on Friday, with the volatility after jobs numbers, it did jump above 39k momentarily, but then moved lower. Currently trading at 38,765, flat around there.
• UK100 green after drop below 8200.
• HKG50 closed today, sell off yesterday.

• EUR closed on Friday at 1.08 support. Today it gapped down and moved lwoer after more far right parties increased representation in EU election. Many major presidents like Germany’s and France’s lost their vote.
• Increased uncertainty, hence EURUSD lower.
• GBPUSD lower in sentiment with EURUSD.
• USD higher as a safe haven assets after far right parties advance in EU elections. When investors are not comfortable with something, they rotate into USD and that’s what we are seeing here.

• NVDA - post stock split now. 10-1 stock split is in effect.
• MSFT - unveils all digital Xbox consoles and new Doom title at games showcase
• TSLA - Vote on Musk pay package this week. Norway’s wealth fund opposes Musk’s 456B Tesla Pay package. The fund is Tesla’s 8th largest shareholder. Will vote against.
• TSLA - Bernstein says that CEO’s pay package is unlikely to pass the shareholder vote.
• TSLA - Musk says that if any of his other companies goes public, they will prioritise other longtime shareholder of my other companies, including Tesla
• AAPL - WWDC event this week. Expected to deliver on AI anticipation.

• EV companies generally - Beijing will offer a subsidy of $1,380 to buyers of EVs for replacing petrol cars and the incentive scheme will be available until year end.
• CRWD - Joining SPX, replacing Robert Half, RHI. Hence positive tailwind
• GDDY - also joining SPX, replacing CMA
• KKR - Joining SPX, replacing ILMN.
• AMD - Morgan Stnaley downgraded to equal weight from overweight, with Pt of 176.
• Morgan Stnaley says they like the AMD story, but said investor expectations for AI business are too high. Said they see limited upward revision potential for AI. Said it looks expensive compared to NVDA.
• Morgan Stnaley say they are in favour of AVGO, as their 2nd best AI alternative to NVDA.
• LUV - will get push today as Elliott Management has built a nearly 2b$ stake in LUV. Plans to push for changes.
• WMT - JPM upgrades Walmart to overweight from neutral, raises Pt to 81 from 66. Believes WMT offers strong balance of defence and offence. Said soft consumer background, but still expects Walmart to achieve multi year double digit EPS growth due to market share gains.
• CVNA - JPM raises CVNA PT to 150 from 130, overweight rating. Said used car market seen partial recovery YtD, due to better affordability. Said company has superior execution compared to peers. Strong unit economics,
• ENPH - HSBC upgrades to buy from Hold, with PT of 166. Potential squeeze candidate and can see Enphase push up today.
• GD - Their land systems division is awarded a 2.56B Canadian logistics vehicle modernisation contract.
• GME up in premarket. Halted multiple times on Friday as Roaring Kitty did his livestream.
• MRNA’s combination covid, flu vaccine shows positive late stage trial data.
• DKNG - MS adds DraftKings to top picks list with overweight rating at 51 PT. Cited tax increases dont translate 1:! And shouldn’t be viewed as foregone conclusion.
• DNUT - higher after Truist raises to buy from Hold. Price target 15. We saw it pump after price target last week with JPM.But it faded the gains, lets see if it can hold this time.
• AVGO - price target by MS at 1658
• PLTR lower after failure to be included in SPX rebalancing.
• ADBE down as Melius downgrades amid generative AI concerns.
• OXY - Berkshire buys an additional 2.57 million shares in Occidental petroleum.

• JPM and Citibank have scrapped their calls for a July rate cut after Friday’s jobs report.
• Populist far right parties have won record support in this year’s European Parliament elections.
• Far right ID party made big gains, right wing ECR party also saw votes increase.
• Center right EPP won the most seats, more than before. Von Der Leyen is president of EC and is an EPP member. Said their party is strongest in parliament.
• German Chancellor Scholz’s Social Democrats faced worst ever result on Sunday, falling 3rd place behind far right alternative for Germany.
• Germany say they are not contemplating a snap election as a result of EU election outcome. Pressure is however growing on Germany’s Scholz after the election drubbing by the far right.
• Macron renaissance party suffered heavy defeat to Le PEn’s far right National Raly, which is part of ID. Rival won 2 times the votes that Macron won.
• Macron takes “huge political gamble” and calls for snap election that his rival has every chance to win.
• As a result, French markets lower and bond yields up.
• The fact that more right wing in EU is important as can make it more difficult to pass EU legislation on issues ranging from climate and immigration to industrial strategy.
• ECB’s Nagel says its not yet the right moment for full rate reduction. Said they still need to be cautious on future moves. hawkish.
• ECB’s Kazmir: Its a non negligible risk of resurfacing price pressures. Disinflation will be bumpy. Said we shouldn’t rush into rate cut again and should sit out this summer.
• These comments go to reinforce that it was a hawkish rate cut last week.
• US lawmakers are trying to add chinese battery firms like CATL and Gotion to import ban list. Allegations claim supply chains use forced labour etc.
• Blackrock slashes Byju’s valuation to zero amid financial struggles. This company is an Indian company, once valued at 22B, now considered worthless by Blackrock.
• Toyota lost over $15B in market value last week after being caught falsifying tests.
• World gold council says that Gold is getting harder to mine as miners are struggling to excavate more. This isn’t a particularly pressing catalyst but in long term gold supply shortage is bullish for the commodity.
• Japan are trying to push up their birth rates and are therefore promoting dating apps.
• Modi sworn in for 3rd time as India pm.
• Bloomberg says that Japan likely financed most of its recent record currency market intervention by selling securities including Treasuries, says Bloomberg.

• Expectations for the week ahead - taken from my post last night. Will be providing more market specific updates on what to expect today later on before market opens. Please see my updates in the sub Tradingedge for more of my stock specific and commodity specific positioning updates.
• On Monday Tuesday, I expect probably more choppiness until the Fed. We probably see a similar choppiness to on Friday last week, with oscillation around 5350. key levels are 5350 as the pivot. 5325 will be an area of support. Probably see oscillation in range of 5300-5400, but let's see. i will post levels more precisely daily during the week. Potential risks to that are a post NVDA stock split, but positioning for the market remains bullish for now.
• CPI - Now most of the data sources I am watching suggest that CPI probably comes in line or soft. But regardless, the main event will be the FOMC.
• Basically, volatility is in very steep contango. This means that vol sellers are sitting there absolutely ready to crush volatility down. This means that if Vol spikes after FOMC/CPI, probably we see a vix crush and we may see bears getting squeezed. This could make for a nice buy the dip.
• Market appears to be expecting a more dovish Powell from what I am reading.
• Possibly could be a non event, or a catalyst for a squeeze imo. Obviously if he comes super hawkish, I can be wrong, but the volatility set up does strike me as the fact that any sell off will be a nice buy the dip opporutnity.
• Personally, I expect him to say that they will bring inflation down, full commitment, remain month by month data driven approach. Will probably say that they are expecting inflation to be more difficult to get down than before, which can be enough to make the amrket drop initially, but I do think he will point to weakness in the labour market and suggest that they are monitoring it, and that if it gets weaker it can be reason to cut rates. This then could lead to the bears having to unwind positions, vix crush, and a squeeze higher.
• All of this is my predictions, but let's see what happens.
• IF powell is dovish, IWM will probably be one of the trades to be in.

• Japanese GDP price index comes 3.4% YOY vs forecast of 3.6%. Previous reading was 3.7%
• SO prices are lower than expected, not good for inflation hopes, so points to more dovish BOJ.
• GDP annualised growth was -1.8% vs -1.9% expected.
• So weak GDP, but slowed less than expected, which is good.
• No major economic data announcements today.

• European markets lower after Macron calls snap election after losing EU election to far right counterpart.
• French market particularly is down 2%. French bond yields ar ehigher - sign of uncertainty, traders choosing to invest in safe bonds.
• GEr40 slightly lower, still holding the 18,400 level.
• SPX is flat - on Friday, after initial drop after Jobs numbers, to around 5325, it moved higher to 5375. Was chopping around the 5350 range, with bears trying to break below 5335 and bulls trying to get above 5375. Today we see more choppiness around this range.
• Nasdaq: Flat around 19,000. After jobs numbers on Friday, it dropped to 18,900, before recovery to 19,100. Fell to close around 19000, which is where it is trading now after dropping earlier in premarket.
• Dow Jones: on Friday, with the volatility after jobs numbers, it did jump above 39k momentarily, but then moved lower. Currently trading at 38,765, flat around there.
• UK100 green after drop below 8200.
• HKG50 closed today, sell off yesterday.

• EUR closed on Friday at 1.08 support. Today it gapped down and moved lwoer after more far right parties increased representation in EU election. Many major presidents like Germany’s and France’s lost their vote.
• Increased uncertainty, hence EURUSD lower.
• GBPUSD lower in sentiment with EURUSD.
• USD higher as a safe haven assets after far right parties advance in EU elections. When investors are not comfortable with something, they rotate into USD and that’s what we are seeing here.

• NVDA - post stock split now. 10-1 stock split is in effect.
• MSFT - unveils all digital Xbox consoles and new Doom title at games showcase
• TSLA - Vote on Musk pay package this week. Norway’s wealth fund opposes Musk’s 456B Tesla Pay package. The fund is Tesla’s 8th largest shareholder. Will vote against.
• TSLA - Bernstein says that CEO’s pay package is unlikely to pass the shareholder vote.
• TSLA - Musk says that if any of his other companies goes public, they will prioritise other longtime shareholder of my other companies, including Tesla
• AAPL - WWDC event this week. Expected to deliver on AI anticipation.

• EV companies generally - Beijing will offer a subsidy of $1,380 to buyers of EVs for replacing petrol cars and the incentive scheme will be available until year end.
• CRWD - Joining SPX, replacing Robert Half, RHI. Hence positive tailwind
• GDDY - also joining SPX, replacing CMA
• KKR - Joining SPX, replacing ILMN.
• AMD - Morgan Stnaley downgraded to equal weight from overweight, with Pt of 176.
• Morgan Stnaley says they like the AMD story, but said investor expectations for AI business are too high. Said they see limited upward revision potential for AI. Said it looks expensive compared to NVDA.
• Morgan Stnaley say they are in favour of AVGO, as their 2nd best AI alternative to NVDA.
• LUV - will get push today as Elliott Management has built a nearly 2b$ stake in LUV. Plans to push for changes.
• WMT - JPM upgrades Walmart to overweight from neutral, raises Pt to 81 from 66. Believes WMT offers strong balance of defence and offence. Said soft consumer background, but still expects Walmart to achieve multi year double digit EPS growth due to market share gains.
• CVNA - JPM raises CVNA PT to 150 from 130, overweight rating. Said used car market seen partial recovery YtD, due to better affordability. Said company has superior execution compared to peers. Strong unit economics,
• ENPH - HSBC upgrades to buy from Hold, with PT of 166. Potential squeeze candidate and can see Enphase push up today.
• GD - Their land systems division is awarded a 2.56B Canadian logistics vehicle modernisation contract.
• GME up in premarket. Halted multiple times on Friday as Roaring Kitty did his livestream.
• MRNA’s combination covid, flu vaccine shows positive late stage trial data.
• DKNG - MS adds DraftKings to top picks list with overweight rating at 51 PT. Cited tax increases dont translate 1:! And shouldn’t be viewed as foregone conclusion.
• DNUT - higher after Truist raises to buy from Hold. Price target 15. We saw it pump after price target last week with JPM.But it faded the gains, lets see if it can hold this time.
• AVGO - price target by MS at 1658
• PLTR lower after failure to be included in SPX rebalancing.
• ADBE down as Melius downgrades amid generative AI concerns.
• OXY - Berkshire buys an additional 2.57 million shares in Occidental petroleum.

• JPM and Citibank have scrapped their calls for a July rate cut after Friday’s jobs report.
• Populist far right parties have won record support in this year’s European Parliament elections.
• Far right ID party made big gains, right wing ECR party also saw votes increase.
• Center right EPP won the most seats, more than before. Von Der Leyen is president of EC and is an EPP member. Said their party is strongest in parliament.
• German Chancellor Scholz’s Social Democrats faced worst ever result on Sunday, falling 3rd place behind far right alternative for Germany.
• Germany say they are not contemplating a snap election as a result of EU election outcome. Pressure is however growing on Germany’s Scholz after the election drubbing by the far right.
• Macron renaissance party suffered heavy defeat to Le PEn’s far right National Raly, which is part of ID. Rival won 2 times the votes that Macron won.
• Macron takes “huge political gamble” and calls for snap election that his rival has every chance to win.
• As a result, French markets lower and bond yields up.
• The fact that more right wing in EU is important as can make it more difficult to pass EU legislation on issues ranging from climate and immigration to industrial strategy.
• ECB’s Nagel says its not yet the right moment for full rate reduction. Said they still need to be cautious on future moves. hawkish.
• ECB’s Kazmir: Its a non negligible risk of resurfacing price pressures. Disinflation will be bumpy. Said we shouldn’t rush into rate cut again and should sit out this summer.
• These comments go to reinforce that it was a hawkish rate cut last week.
• US lawmakers are trying to add chinese battery firms like CATL and Gotion to import ban list. Allegations claim supply chains use forced labour etc.
• Blackrock slashes Byju’s valuation to zero amid financial struggles. This company is an Indian company, once valued at 22B, now considered worthless by Blackrock.
• Toyota lost over $15B in market value last week after being caught falsifying tests.
• World gold council says that Gold is getting harder to mine as miners are struggling to excavate more. This isn’t a particularly pressing catalyst but in long term gold supply shortage is bullish for the commodity.
• Japan are trying to push up their birth rates and are therefore promoting dating apps.
• Modi sworn in for 3rd time as India pm.
• Bloomberg says that Japan likely financed most of its recent record currency market intervention by selling securities including Treasuries, says Bloomberg.

• Expectations for the week ahead - taken from my post last night. Will be providing more market specific updates on what to expect today later on before market opens. Please see my updates in the sub Tradingedge for more of my stock specific and commodity specific positioning updates.
• On Monday Tuesday, I expect probably more choppiness until the Fed. We probably see a similar choppiness to on Friday last week, with oscillation around 5350. key levels are 5350 as the pivot. 5325 will be an area of support. Probably see oscillation in range of 5300-5400, but let's see. i will post levels more precisely daily during the week. Potential risks to that are a post NVDA stock split, but positioning for the market remains bullish for now.
• CPI - Now most of the data sources I am watching suggest that CPI probably comes in line or soft. But regardless, the main event will be the FOMC.
• Basically, volatility is in very steep contango. This means that vol sellers are sitting there absolutely ready to crush volatility down. This means that if Vol spikes after FOMC/CPI, probably we see a vix crush and we may see bears getting squeezed. This could make for a nice buy the dip.
• Market appears to be expecting a more dovish Powell from what I am reading.
• Possibly could be a non event, or a catalyst for a squeeze imo. Obviously if he comes super hawkish, I can be wrong, but the volatility set up does strike me as the fact that any sell off will be a nice buy the dip opporutnity.
• Personally, I expect him to say that they will bring inflation down, full commitment, remain month by month data driven approach. Will probably say that they are expecting inflation to be more difficult to get down than before, which can be enough to make the amrket drop initially, but I do think he will point to weakness in the labour market and suggest that they are monitoring it, and that if it gets weaker it can be reason to cut rates. This then could lead to the bears having to unwind positions, vix crush, and a squeeze higher.
• All of this is my predictions, but let's see what happens.
• IF powell is dovish, IWM will probably be one of the trades to be in.

• Japanese GDP price index comes 3.4% YOY vs forecast of 3.6%. Previous reading was 3.7%
• SO prices are lower than expected, not good for inflation hopes, so points to more dovish BOJ.
• GDP annualised growth was -1.8% vs -1.9% expected.
• So weak GDP, but slowed less than expected, which is good.
• No major economic data announcements today.

• European markets lower after Macron calls snap election after losing EU election to far right counterpart.
• French market particularly is down 2%. French bond yields ar ehigher - sign of uncertainty, traders choosing to invest in safe bonds.
• GEr40 slightly lower, still holding the 18,400 level.
• SPX is flat - on Friday, after initial drop after Jobs numbers, to around 5325, it moved higher to 5375. Was chopping around the 5350 range, with bears trying to break below 5335 and bulls trying to get above 5375. Today we see more choppiness around this range.
• Nasdaq: Flat around 19,000. After jobs numbers on Friday, it dropped to 18,900, before recovery to 19,100. Fell to close around 19000, which is where it is trading now after dropping earlier in premarket.
• Dow Jones: on Friday, with the volatility after jobs numbers, it did jump above 39k momentarily, but then moved lower. Currently trading at 38,765, flat around there.
• UK100 green after drop below 8200.
• HKG50 closed today, sell off yesterday.

• EUR closed on Friday at 1.08 support. Today it gapped down and moved lwoer after more far right parties increased representation in EU election. Many major presidents like Germany’s and France’s lost their vote.
• Increased uncertainty, hence EURUSD lower.
• GBPUSD lower in sentiment with EURUSD.
• USD higher as a safe haven assets after far right parties advance in EU elections. When investors are not comfortable with something, they rotate into USD and that’s what we are seeing here.

• NVDA - post stock split now. 10-1 stock split is in effect.
• MSFT - unveils all digital Xbox consoles and new Doom title at games showcase
• TSLA - Vote on Musk pay package this week. Norway’s wealth fund opposes Musk’s 456B Tesla Pay package. The fund is Tesla’s 8th largest shareholder. Will vote against.
• TSLA - Bernstein says that CEO’s pay package is unlikely to pass the shareholder vote.
• TSLA - Musk says that if any of his other companies goes public, they will prioritise other longtime shareholder of my other companies, including Tesla
• AAPL - WWDC event this week. Expected to deliver on AI anticipation.

• EV companies generally - Beijing will offer a subsidy of $1,380 to buyers of EVs for replacing petrol cars and the incentive scheme will be available until year end.
• CRWD - Joining SPX, replacing Robert Half, RHI. Hence positive tailwind
• GDDY - also joining SPX, replacing CMA
• KKR - Joining SPX, replacing ILMN.
• AMD - Morgan Stnaley downgraded to equal weight from overweight, with Pt of 176.
• Morgan Stnaley says they like the AMD story, but said investor expectations for AI business are too high. Said they see limited upward revision potential for AI. Said it looks expensive compared to NVDA.
• Morgan Stnaley say they are in favour of AVGO, as their 2nd best AI alternative to NVDA.
• LUV - will get push today as Elliott Management has built a nearly 2b$ stake in LUV. Plans to push for changes.
• WMT - JPM upgrades Walmart to overweight from neutral, raises Pt to 81 from 66. Believes WMT offers strong balance of defence and offence. Said soft consumer background, but still expects Walmart to achieve multi year double digit EPS growth due to market share gains.
• CVNA - JPM raises CVNA PT to 150 from 130, overweight rating. Said used car market seen partial recovery YtD, due to better affordability. Said company has superior execution compared to peers. Strong unit economics,
• ENPH - HSBC upgrades to buy from Hold, with PT of 166. Potential squeeze candidate and can see Enphase push up today.
• GD - Their land systems division is awarded a 2.56B Canadian logistics vehicle modernisation contract.
• GME up in premarket. Halted multiple times on Friday as Roaring Kitty did his livestream.
• MRNA’s combination covid, flu vaccine shows positive late stage trial data.
• DKNG - MS adds DraftKings to top picks list with overweight rating at 51 PT. Cited tax increases dont translate 1:! And shouldn’t be viewed as foregone conclusion.
• DNUT - higher after Truist raises to buy from Hold. Price target 15. We saw it pump after price target last week with JPM.But it faded the gains, lets see if it can hold this time.
• AVGO - price target by MS at 1658
• PLTR lower after failure to be included in SPX rebalancing.
• ADBE down as Melius downgrades amid generative AI concerns.
• OXY - Berkshire buys an additional 2.57 million shares in Occidental petroleum.

• JPM and Citibank have scrapped their calls for a July rate cut after Friday’s jobs report.
• Populist far right parties have won record support in this year’s European Parliament elections.
• Far right ID party made big gains, right wing ECR party also saw votes increase.
• Center right EPP won the most seats, more than before. Von Der Leyen is president of EC and is an EPP member. Said their party is strongest in parliament.
• German Chancellor Scholz’s Social Democrats faced worst ever result on Sunday, falling 3rd place behind far right alternative for Germany.
• Germany say they are not contemplating a snap election as a result of EU election outcome. Pressure is however growing on Germany’s Scholz after the election drubbing by the far right.
• Macron renaissance party suffered heavy defeat to Le PEn’s far right National Raly, which is part of ID. Rival won 2 times the votes that Macron won.
• Macron takes “huge political gamble” and calls for snap election that his rival has every chance to win.
• As a result, French markets lower and bond yields up.
• The fact that more right wing in EU is important as can make it more difficult to pass EU legislation on issues ranging from climate and immigration to industrial strategy.
• ECB’s Nagel says its not yet the right moment for full rate reduction. Said they still need to be cautious on future moves. hawkish.
• ECB’s Kazmir: Its a non negligible risk of resurfacing price pressures. Disinflation will be bumpy. Said we shouldn’t rush into rate cut again and should sit out this summer.
• These comments go to reinforce that it was a hawkish rate cut last week.
• US lawmakers are trying to add chinese battery firms like CATL and Gotion to import ban list. Allegations claim supply chains use forced labour etc.
• Blackrock slashes Byju’s valuation to zero amid financial struggles. This company is an Indian company, once valued at 22B, now considered worthless by Blackrock.
• Toyota lost over $15B in market value last week after being caught falsifying tests.
• World gold council says that Gold is getting harder to mine as miners are struggling to excavate more. This isn’t a particularly pressing catalyst but in long term gold supply shortage is bullish for the commodity.
• Japan are trying to push up their birth rates and are therefore promoting dating apps.
• Modi sworn in for 3rd time as India pm.
• Bloomberg says that Japan likely financed most of its recent record currency market intervention by selling securities including Treasuries, says Bloomberg.

• Expectations for the week ahead - taken from my post last night. Will be providing more market specific updates on what to expect today later on before market opens. Please see my updates in the sub Tradingedge for more of my stock specific and commodity specific positioning updates.
• On Monday Tuesday, I expect probably more choppiness until the Fed. We probably see a similar choppiness to on Friday last week, with oscillation around 5350. key levels are 5350 as the pivot. 5325 will be an area of support. Probably see oscillation in range of 5300-5400, but let's see. i will post levels more precisely daily during the week. Potential risks to that are a post NVDA stock split, but positioning for the market remains bullish for now.
• CPI - Now most of the data sources I am watching suggest that CPI probably comes in line or soft. But regardless, the main event will be the FOMC.
• Basically, volatility is in very steep contango. This means that vol sellers are sitting there absolutely ready to crush volatility down. This means that if Vol spikes after FOMC/CPI, probably we see a vix crush and we may see bears getting squeezed. This could make for a nice buy the dip.
• Market appears to be expecting a more dovish Powell from what I am reading.
• Possibly could be a non event, or a catalyst for a squeeze imo. Obviously if he comes super hawkish, I can be wrong, but the volatility set up does strike me as the fact that any sell off will be a nice buy the dip opporutnity.
• Personally, I expect him to say that they will bring inflation down, full commitment, remain month by month data driven approach. Will probably say that they are expecting inflation to be more difficult to get down than before, which can be enough to make the amrket drop initially, but I do think he will point to weakness in the labour market and suggest that they are monitoring it, and that if it gets weaker it can be reason to cut rates. This then could lead to the bears having to unwind positions, vix crush, and a squeeze higher.
• All of this is my predictions, but let's see what happens.
• IF powell is dovish, IWM will probably be one of the trades to be in.

• Japanese GDP price index comes 3.4% YOY vs forecast of 3.6%. Previous reading was 3.7%
• SO prices are lower than expected, not good for inflation hopes, so points to more dovish BOJ.
• GDP annualised growth was -1.8% vs -1.9% expected.
• So weak GDP, but slowed less than expected, which is good.
• No major economic data announcements today.

• European markets lower after Macron calls snap election after losing EU election to far right counterpart.
• French market particularly is down 2%. French bond yields ar ehigher - sign of uncertainty, traders choosing to invest in safe bonds.
• GEr40 slightly lower, still holding the 18,400 level.
• SPX is flat - on Friday, after initial drop after Jobs numbers, to around 5325, it moved higher to 5375. Was chopping around the 5350 range, with bears trying to break below 5335 and bulls trying to get above 5375. Today we see more choppiness around this range.
• Nasdaq: Flat around 19,000. After jobs numbers on Friday, it dropped to 18,900, before recovery to 19,100. Fell to close around 19000, which is where it is trading now after dropping earlier in premarket.
• Dow Jones: on Friday, with the volatility after jobs numbers, it did jump above 39k momentarily, but then moved lower. Currently trading at 38,765, flat around there.
• UK100 green after drop below 8200.
• HKG50 closed today, sell off yesterday.

• EUR closed on Friday at 1.08 support. Today it gapped down and moved lwoer after more far right parties increased representation in EU election. Many major presidents like Germany’s and France’s lost their vote.
• Increased uncertainty, hence EURUSD lower.
• GBPUSD lower in sentiment with EURUSD.
• USD higher as a safe haven assets after far right parties advance in EU elections. When investors are not comfortable with something, they rotate into USD and that’s what we are seeing here.

• NVDA - post stock split now. 10-1 stock split is in effect.
• MSFT - unveils all digital Xbox consoles and new Doom title at games showcase
• TSLA - Vote on Musk pay package this week. Norway’s wealth fund opposes Musk’s 456B Tesla Pay package. The fund is Tesla’s 8th largest shareholder. Will vote against.
• TSLA - Bernstein says that CEO’s pay package is unlikely to pass the shareholder vote.
• TSLA - Musk says that if any of his other companies goes public, they will prioritise other longtime shareholder of my other companies, including Tesla
• AAPL - WWDC event this week. Expected to deliver on AI anticipation.

• EV companies generally - Beijing will offer a subsidy of $1,380 to buyers of EVs for replacing petrol cars and the incentive scheme will be available until year end.
• CRWD - Joining SPX, replacing Robert Half, RHI. Hence positive tailwind
• GDDY - also joining SPX, replacing CMA
• KKR - Joining SPX, replacing ILMN.
• AMD - Morgan Stnaley downgraded to equal weight from overweight, with Pt of 176.
• Morgan Stnaley says they like the AMD story, but said investor expectations for AI business are too high. Said they see limited upward revision potential for AI. Said it looks expensive compared to NVDA.
• Morgan Stnaley say they are in favour of AVGO, as their 2nd best AI alternative to NVDA.
• LUV - will get push today as Elliott Management has built a nearly 2b$ stake in LUV. Plans to push for changes.
• WMT - JPM upgrades Walmart to overweight from neutral, raises Pt to 81 from 66. Believes WMT offers strong balance of defence and offence. Said soft consumer background, but still expects Walmart to achieve multi year double digit EPS growth due to market share gains.
• CVNA - JPM raises CVNA PT to 150 from 130, overweight rating. Said used car market seen partial recovery YtD, due to better affordability. Said company has superior execution compared to peers. Strong unit economics,
• ENPH - HSBC upgrades to buy from Hold, with PT of 166. Potential squeeze candidate and can see Enphase push up today.
• GD - Their land systems division is awarded a 2.56B Canadian logistics vehicle modernisation contract.
• GME up in premarket. Halted multiple times on Friday as Roaring Kitty did his livestream.
• MRNA’s combination covid, flu vaccine shows positive late stage trial data.
• DKNG - MS adds DraftKings to top picks list with overweight rating at 51 PT. Cited tax increases dont translate 1:! And shouldn’t be viewed as foregone conclusion.
• DNUT - higher after Truist raises to buy from Hold. Price target 15. We saw it pump after price target last week with JPM.But it faded the gains, lets see if it can hold this time.
• AVGO - price target by MS at 1658
• PLTR lower after failure to be included in SPX rebalancing.
• ADBE down as Melius downgrades amid generative AI concerns.
• OXY - Berkshire buys an additional 2.57 million shares in Occidental petroleum.

• JPM and Citibank have scrapped their calls for a July rate cut after Friday’s jobs report.
• Populist far right parties have won record support in this year’s European Parliament elections.
• Far right ID party made big gains, right wing ECR party also saw votes increase.
• Center right EPP won the most seats, more than before. Von Der Leyen is president of EC and is an EPP member. Said their party is strongest in parliament.
• German Chancellor Scholz’s Social Democrats faced worst ever result on Sunday, falling 3rd place behind far right alternative for Germany.
• Germany say they are not contemplating a snap election as a result of EU election outcome. Pressure is however growing on Germany’s Scholz after the election drubbing by the far right.
• Macron renaissance party suffered heavy defeat to Le PEn’s far right National Raly, which is part of ID. Rival won 2 times the votes that Macron won.
• Macron takes “huge political gamble” and calls for snap election that his rival has every chance to win.
• As a result, French markets lower and bond yields up.
• The fact that more right wing in EU is important as can make it more difficult to pass EU legislation on issues ranging from climate and immigration to industrial strategy.
• ECB’s Nagel says its not yet the right moment for full rate reduction. Said they still need to be cautious on future moves. hawkish.
• ECB’s Kazmir: Its a non negligible risk of resurfacing price pressures. Disinflation will be bumpy. Said we shouldn’t rush into rate cut again and should sit out this summer.
• These comments go to reinforce that it was a hawkish rate cut last week.
• US lawmakers are trying to add chinese battery firms like CATL and Gotion to import ban list. Allegations claim supply chains use forced labour etc.
• Blackrock slashes Byju’s valuation to zero amid financial struggles. This company is an Indian company, once valued at 22B, now considered worthless by Blackrock.
• Toyota lost over $15B in market value last week after being caught falsifying tests.
• World gold council says that Gold is getting harder to mine as miners are struggling to excavate more. This isn’t a particularly pressing catalyst but in long term gold supply shortage is bullish for the commodity.
• Japan are trying to push up their birth rates and are therefore promoting dating apps.
• Modi sworn in for 3rd time as India pm.
• Bloomberg says that Japan likely financed most of its recent record currency market intervention by selling securities including Treasuries, says Bloomberg.

2024 Season 3 Patch 1 Release Notes [2024.06.07.01]

Profile - Awards

• Fixed an issue where the Rovaler Awards could get out of sync.
• The Award, “The Profiler” has been retired.

iRacing Weather System

• The progression of the windshield condensation effect has been improved with aesthetic splotchiness.
• Raindrop texture generation has been made faster.

Race Control

• Fixed some issues with properly disallowing the Pace Car from participating in Rallycross events. Fred is not allowed on Rallycross tracks because of what happened back in 2017.

Engine

• Drivetrain spring torques are now capped at realistic levels to prevent an unstable drivetrain from causing a Zippy event and exploding the Simulation physics.
  • When slipping the clutch in high gear, the numbers can get unstable and oscillate the drivetrain pretty badly. This change prevents the physics engine from crashing - instead you will just hear horrible noises and potentially damage your drivetrain.

Dirt Racing

• The “Out of Control” incident threshold for facing a wrong direction has been loosened slightly.

Time Trial

• The number of laps for valid Time Trial runs have been unified for Road and Dirt Road Racing as follows:
  • Track Configs Less than 2 miles = 8 Laps
  • Track Configs Greater than 2 miles = 5 Laps
  • Circuit des 24 Heures du Mans = 2 Laps
  • All Nürburgring Nordschleife (and Combined) Configs = 1 Lap

Graphics

• Fixed an issue where some track surface sections could appear far too shiny.

Spotter

• For Spotter text, some pronouns have been updated.

Spotter - Foreign Language

• A few additional samples have been added to the Portuguese-Guto_Colvara pack.

NASCAR Cup Series Next Gen Series Car

• iRacing setups have been updated.

NASCAR Truck Series Trucks

• For the damage model, side skirt damage is no longer repairable, and the right-side skirts are now less likely to get damage from lateral impacts.
• iRacing setups have been updated.

Street Stocks

• For the damage model, improved the durability of the engine and fluid compartments, raised the break limits for the nose, and lowered the break limits for the rear and trunk.
• Fixed a misalignment with the front nose camera view.
• iRacing setups have been updated.

Acura ARX-06 GTP

• For Garage adjustments, a maximum front heave spring displacement of 25 mm has been imposed.

Aston Martin DBR9 GT1

• For the damage model, scrape damage on the rear panels has been tuned.

Aston Martin Vantage GT4

• Fixed an issue with the rear bumper appearing to dislocate at certain camera distances.
• Fixed an issue where wet tires could appear unrealistically dark.
• The headlight switch now appears active when in rainy weather.

Audi R18

• Fixed a display issue with the tires in UI renders.

BMW M4 GT4

• Fixed an issue where rain aerospray was appearing inside the cockpit in mirrors.
• Fixed a flickering issue with the rear windshield in the Paint Shop.

Chevrolet Corvette Z06 GT3.R

• Fixed an issue where the Fuel per Lap display had an incorrect number of digits.
• Fixed an issue where the IMSA digits were always showing red instead of allowing green for GTD.
• Fixed an issue where the taillights could disappear at certain camera distances.
• The rearview camera screen is now present when viewing this car from outside the cockpit.
• Fixed an issue where opponent vehicles were always displaying an active ABS warning light.
• Fixed an issue where the fuel cap was missing in UI renders.
• iRacing setups have been updated.

Dirt Sprint Car

• Fixed an issue where the RPM digits were not rendering correctly.

Dirt Sprint Car Non-Winged

• Fixed an issue where the RPM digits were not rendering correctly.

Dirt Street Stock

• Fixed an issue where the RPM digits were not rendering correctly.

FIA F4

• iRacing setups have been updated.

Ford Mustang GT3

• Fixed an issue where pit stop adjustments did not always work.
• For the damage model, raised and stiffened the roof collision hull.
• For the damage model, the rear wing and trunk may now be fully detached.
• Fixed an issue with the digital display of the brake bias state.
• Fixed an issue where pit speed overspeed bar differs between live and replay remote in Motec.
• Fixed some display issues with the window banner at different camera distances.
• The IMSA decal layer is now appropriately used for IMSA events.
• Fixed an issue where rain aerospray was appearing inside the cockpit in mirrors.
• Rotor glow texture has been updated.

Global Mazda MX-5 Cup

• Fixed an issue where the Simulation would crash if only right-side tires were changed.
• Fixed an issue with the windshield texture for this vehicle in UI images.

Honda Civic Type R TCR

• Fixed an appearance issue with tire rims.
• Missing hood latches have been added to the interface model of this car.

Ligier JS P320

• The cockpit dashboard buttons now illuminate correctly when in rainy weather.

Lucas Oil Off Road Pro Trucks

• (Pro 4 Truck) - Fixed an issue where tires could appear unrealistically dark.

McLaren 570S GT4

• Fixed an issue with missing rainlights.

McLaren MP4-12C GT3

• iRacing setups have been updated.

Mercedes-AMG GT4

• Fixed an issue where the rain lights were not removed if the trunk was detached.
• Fixed an issue where lower fidelity rain lights were not appearing for this car at long camera distances.
• The headlight switch now appears active when in rainy weather.

Modified - SK / NASCAR Whelen Tour Modified

• (Modified - SK) - For the damage model, the force damage that can reach the engine compartment from the rear has been reduced.

NASCAR Cup Series Toyota Camry

• Fixed an art issue where the tires and rims were slightly misaligned.

Porsche 718 Cayman GT4 Clubsport MR

• Fixed an issue with the windshield reflections in rain.
• Fixed issues with the rear rain light and the digital display for “Wet Tire” not working correctly.

Porsche Mission R

• Fixed an issue with some occasional excessive cockpit windshield glare.

SRX

• iRacing setups have been updated.

[Legacy] NASCAR Cup Chevrolet Impala COT - 2009

• iRacing setups have been updated.

Circuit of the Americas

• Curbs have been updated with new shaders that allow for appropriate headlight illumination at night.

Circuito de Jerez - Ángel Nieto

• Barney is now waving the checkered flag at the correct location.

Circuito de Navarra

• Barney, Legendary Flagman, has arrived to ply his trade!
• The gain-time checkpoint for Turn 11 has been adjusted.
• (Speed Circuit - Short) - Fixed an exploit where laps could be completed by circling pit lane.
• (Speed Circuit - Medium) - Removed a phantom collision box.

Nürburgring

• Fixed an issue where a corner curb type was not receiving light from headlights.

• Asphalt color and roughness have been adjusted.
• Poplar trees have been updated.

• Barney, Legendary Flagman, has entered the battlefield!
• A missing office building has appeared!
• Some missing trees have been planted.
• Some additional parked vehicles have arrived.
• Some banners have been updated.
• Floating crowds and tents have been staked.
• Some tree models have been trimmed.
• Adjusted oak tree textures - they were too shiny!

• 🚨🚨Mutual Capital Group will ACQUIRE 900K FLOAT $ICCH in an ALL-CASH DEAL!
• $BLK destroys the dream of a company’s IPO by making its worth from $22B to ZERO!
• $SPCE completes 12th successful spaceflight! 🚀
• $NE ACQUIRES $DO, closes in Q1 2025 and adds a $2.1B backlog to $NE!
• $OCS announces POSITIVE topline results of Phase 2b RELIEF trial for a transformative treatment for dry eye disease!
• $LODE extends partnership with RenFuel!

• $DPLS CEO had a GOOD initial contact with the Naval Sea Systems Command, hinting at a possible MASSIVE deal!
• $MVCO LAUNCHES the MAGA water for Trump, it's trending now!
• $OSCI GOES PINK after providing plenty of documents on OTCMarkets, with press release coming THIS WEEK!
• $ILUS 10-Q FILLED!

• European stocks PLUMMET after French President Macron calls SNAP election!
• Gold holds steady after biggest sell-off in YEARS!
• 42% of Russell 2000 firms are UNPROFITABLE!

• New build or upgrade?
  • New
• Existing parts/monitors to reuse? (List with models/links)
  • Monitor to use
• PC purpose? (Gaming, editing, etc. List apps/games)
  • Gaming (RDR2, Civ6, GTAV, Overwatch) Solidworks with medium sized assemblies.
• Purchase country? Near Micro Center? (If not US, list local vendors)
  • Australia. https://www.amazon.com.au/
• Monitors needed? (Number, size, resolution, refresh rate)
  • Already own.1440p monitor 60hz
• Budget range? (Include tax considerations)
  • Budget of $2000 AUD ($1300USD)
• WiFi or wired connection?
  • Wired
• Size/noise constraints?
  • None
• Cololighting preferences?
  • None
• Any other specific needs?
  • Looking at RX7800xt, 7600x build. Wondering if this a good deal and is good for my requirements.

• New build or upgrade?
  • New
• Existing parts/monitors to reuse? (List with models/links)
  • Monitor to use
• PC purpose? (Gaming, editing, etc. List apps/games)
  • Gaming (RDR2, Civ6, GTAV, Overwatch) Solidworks with medium sized assemblies.
• Purchase country? Near Micro Center? (If not US, list local vendors)
  • Australia. https://www.amazon.com.au/
• Monitors needed? (Number, size, resolution, refresh rate)
  • Already own.1440p monitor 60hz
• Budget range? (Include tax considerations)
  • Budget of $2000 AUD ($1300USD)
• WiFi or wired connection?
  • Wired
• Size/noise constraints?
  • None
• Cololighting preferences?
  • None
• Any other specific needs?
  • Looking at RX7800xt, 7600x build. Wondering if this a good deal and is good for my requirements.

1. S2 Ep 8 Nebraska- I hate Lori and I think this episode expresses it, most definitely a vendetta. I didn't exactly like the stuff with Hershel and recovering though it was okay, but lori made some questionable decisions to go off on her own to look for Rick even though she should know he's fine seriously. She wrecks a car and then barely dies from a walker, mind you she is pregnant and shouldn't do these things easily my least favorite episode.
   
2. S10 Ep 21 Diverged- I honestly forget this episode so much since it has nothing truly interesting or important to the story
   
3. S7 Ep 6 Swear- this episode feels slow paced and dull due to oceanside being not seen well for me and I feel like Tara put on the best performance she could for it.
   
4. S8 Ep 2 The Damned- this episode to me was just a lot of action and in the walking dead I don't want that. We see a couple of characters die (including Francine 🪦 I absolutely loved her character and hate how she died here :[ mindless) Erics death started here, but it just wasn't impactful enough.
   
5. S3 Ep 11 I Ain't a Judas- Andrea is a boring character in the show and I hate her in this episode. The focus should've been on the prison honestly and maybe If she killed the Governor I would've understood her more.
   
6. S10 Ep 20 Splinter- if most of the episode was real I would've loved it, but they weren't...
   
7. S3 Ep 5 Say the Word- Andrea just isnt much good in this episode and Rick going crazy wasn't a fun idea to me.
   
8. S8 Ep 3 Monsters- aside from the one fight with Rick I really didn't care much for it again for the fighting and having Morales return and die felt out of place.
   
9. S2 Ep 2 Bloodletting- the group searching for Sophia was okay for a concept, but this episode was okay and went slow paced for me until the end.
   

1. S1 Ep 3 Tell it to the frogs- first off S1 won't be all high because I'm ranking EVERY episode, but this one felt slow in pace more as well compared to the last two. Shane was a badass though.
   
2. S11 Ep 3 Hunted- Forgettable... Not much to say.
   
3. S5 Ep 11 The Distance- Forgot entirely this was an episode, after rewatch still don't like it except for Aaron.
   
4. S2 Ep 9 Trigger finger- It was a bit better than Nebraska, mostly cause of the Randel scenes.
   
5. S7 Ep 14 The Other Side- Sasha somewhat makes a noble decision.
   

1. S8 Ep 7 Time for After- I don't like the plans they have to deviate from Rick and him going to Jadis again feels like a horrible decision on his part.
   
2. S9 Ep 8 Evolution- The ambience is the best part, though I hated Jesus' s death as it felt like a bad sendoff.
   

1. S2 Ep 1 What lies Ahead- I liked the RV scene with Andrea, but what follows is dull.
   
2. S11 Ep 4- The pope is somewhat average.
   
3. S7 Ep 12 Say Yes- The carnival was a nice scenery for TWD, but they had too many fake outs with the walker "shooting" at them and the deer fake out.
   
4. S9 Ep 7 Stradivarius- The Search for Eugene feels tiring to follow what's happening and I ended up watching the episodes once and never again because of it.
   
5. S2 Ep 4 Cherokee Rose- Watching the episode is fun because of the well, though I feel like it was stupid as an idea as the group should have more common sense before doing something dumb.
   
6. S2 Ep 3 Save The Last One- Shane was horrifying, but the rest was dull.
   
7. S8 Ep 14 Still gotta mean something- Rick felt unnecessarly cold hearted in this episode killing off the Saviors that helped him which I didn't like, though Jared got a well deserved death.
   
8. S4 Ep 9 After -It was okay watching Carl try to scavenge while Rick was injured and I liked the scene with his shoe being lost.
   
9. S7 Ep 5 Go Getters- the episode itself wasn't bad yet I never really enjoyed it too much aside from Maggie being a badass and the ending was pretty good.
   
10. S4 Ep 10 Inamtes- Inmates was a pretty well rounded episodes showing off some of the group which I liked seeing Tyreese the most.
    
11. S8 Ep 6 The King, The Widow, and Rick- the episode was pretty lackluster for me and I didn't really appeal to seeing the garbage people much in this or everyone going to attack the saviors which was a dumb move to do. Ezekiel was probably the most fun of the episode.
    
12. S3 Ep 16 Welcome to the Tombs- the finale for season 3 has always been horrible as it barely gives tension between the Governor and Ricks group, it just felt unfitting for a finale.
    
13. S11 Ep 8 For blood- it was a okay Mid Season finale to say the least (sorry, 1/3 season finale). I did like some of the parts in it with Maggie which is why it sits higher than others.
    
14. S5 Ep 7 Crossed- I thoroughly enjoyed the chase scene between the three officers and Ricks group, but that was about it.
    
15. S4 Ep 13 Alone- I liked watching the parts of the group split up, except for Maggie, Bob, and Sasha as they felt very uneventful to me. What makes this episode better had to be the part about Daryl and Beth with the ending of the introduction to Joe's group.
    
16. S7 Ep 10 New Best Friends- a lot of these parts I forgot about in this episode when it came to the Kingdom though after rewatching it I enjoyed those parts more than the Garbage people. I just honestly think Jadis's group is uninteresting and makes for no substance.
    
17. S10 Ep 15 The Tower- I sometimes forget about this episode and it's premise with Beta, but I think it holds up enough for a weird one and The stuff with princess was okay.
    
18. S9 Ep 3 Warning signs- I think the episode was okay, I just didn't like Season 9 A that much...
    

1. S11 Ep 2 Acheron Part 2- this was close to being put into C tier since I really hated some parts about it like how they left Gage to die and still had to fight off dozens of walking regardless. The group in the first two episodes seem to switch off and on from good to bad.
   
2. S7 Ep 4 Service- for some reason people hate this episode and I can't see why except for the fact it mainly deals with Negan at Alexandria; in my opinion it was him and a couple other characters who saved season 7 and 8 for me.
   
3. S10 Ep 3 Ghosts- I forget the episode...
   
4. S10 Ep 7 Open Your Eyes- I thought the episode was fine as I don't hate Siddiq and all, though I liked and hated the ending as I loved the twist of Dante and hated that Siddiq had to die so early on.
   
5. S6 Ep 7 Heads Up- I didn't like the twist of Glenn and all, but I liked the suspicion with Carol and Morgan as well as the Ending being dramatic.
   
6. S8 Ep 11 Dead or Alive- it's not good to know when you remember an episode due to bad things. Daryl has been making more off decisions for the character and Tara seems to be completely Reckless now making me hate her moving forward.
   
7. S4 Ep 4 Indifference- The Scenes with Carol and Rick we're amusing with crude Humour as well as some more tense scenes in my opinion and I hated/liked when Rick told Carol she couldn't come back.
   
8. S3 Ep 6 Hounded- honestly I would've rather put this episode a little bit higher due to Merle (probably my favorite charcater which contributes to a lot of episodes being higher) being a badass while fighting Michonne and pulling out puns as well. The reason it doesn't get higher is still due to Rick and the phone situation being uneventful.
   
9. S11 Ep 9 No Other Way- Alden dies in this episode which I should've seen coming that sucks. The ending feels misleading a bit though everything else in the middle is pretty great.
   
10. S11 Ep 5 Out of the Ashes- literally the only reason I put this here was due to Lance so deal with it!
    
11. S4 Ep 11 Claimed- Rick had a pretty solid pair of scenes with the Claimers and I liked watching Glenn and Tara (Surprisingly).
    
12. S10 Ep 13 What We Become- I thought the flashbacks/hallucinations we're pretty good, but aside from that this episode was just mediocre.
    
13. S9 Ep 4 The Obliged- I liked watching Daryl and Rick fight each other over different views on how everything should be and the ending I thought was pretty suspenseful as well as the saviors and oceanside.
    
14. S11 Ep 15 Trust- Lance feels exactly like the Governor in some of these episodes which is what I like about him, and from here I start to enjoy Princess maybe because Mercer is around more xd.
    
15. S10 Ep 17 Home Sweet Home- I thought Maggie was a good enough concept for an episode with the reapers, though it didn't hit that hard watching again. It still Is most definitely better than the other 3 episodes of S10 part C but enough for A Tier.
    

1. S1 Ep 5 Wildfire- For the episodes Jim was in I liked him and learning his backstory as well so this was a pretty fun episode.
   
2. S4 Ep 15 Us- the stuff with Abraham and their group was pretty wholesome to me and I liked Joe for the time being in here seeing how he is pretty fair to be honest giving things where they are due and trust to Daryl.
   
3. S6 Ep 11 Knots Untie- I somewhat feel like the episode drags due to there being too much at hilltop, but it is a new community so I can't truly argue. I remember enjoyably when Rick stopped the assassination attempt.
   
4. S8 Ep 9 Honor- the beginning with Carl I thought was good to showcase the events that unfolded before the decimation and Carl's death hit hard.
   
5. S5 Ep 4 Slabtown- I personally don't mind the hospital arc too much, yet it won't get all of it's episodes too high of course. I liked watching Noah and Beth converse and I thought this was a new era for the walking dead.
   
6. 10 Ep 1 Lines we Cross- the part with the Satellite was amusing to watch as it was a big change to see and I like that about the walking dead on occasions.
   
7. S9 Ep 6 Who are you now?- I liked learning of Luke's Group (you heard me, Luke's Group) and what they have been like learning of some of their past.
   
8. S10 Ep 8 The World Before- I liked mostly just watching two scenes, the beginning with Dante and Gabriel and Dante. I loved the fact no one even considered a Whisperer living amongst them and how he did some much devious stuff was mind boggling and amazing to watch. When Gabriel talks about forgiveness to Dante and kills him shows me how Gabriel has changed the past seasons.
   
9. S7 Ep 9 Rock in the Road- Rick gives off a good speech to Ezekiel and I liked seeing him and Morgan reunite again. The stuff with Gabriel wasn't too bad either.
   
10. S3 Ep 9 The Suicide King- the Governor finally seems to be starting to let things of him slip which I love to see. I also enjoyed watching Merle with Daryl as well too.
    
11. S11 Ep 11 Rouge element- I thought that the twist of Steph was pretty good and I don't mind the episode being a bit long and tedious for it's reveal.
    
12. S11 Ep 23 Family- I loved the fact Lydia got bit just because it shows us that people can still get bit and survive. It shows to me that in the finale no one could be truly safe even though Luke gets bit and still dies.
    
13. S11 Ep 17 Lockdown- Saving Sebastian was okay ig.
    
14. S8 Ep 10 The Lost and The Plunderers- Simon's character I think was made perfectly as he is a hotheaded person who is all about power and showing that off. Killing most of the Garbage people was terrifying to watch and showed how Negan could be more merciful than others.
    
15. S1 Ep 1 Days Gone Bye- I think for the pilot it did it's job well and showed off enough of what the show could be. Of course this doesn't mean it was all good but as pilots go it was pretty solid.
    
16. S11 Ep 1 Acheron Part 1- The only reason I put it this high was for the interrogation scenes especially when it came down to Ezekiel. Him and Mercer are honestly a great pair and I love his ending to the show as it's fitting.
    
17. S5 Ep 10 Them- after losing most of the group it seems like a fitting episode of despair and plays it perfectly.
    
18. S5 Ep 12 Remember- the first shown scenes of Alexandria was pretty good and I liked the interviews scene too. We also saw a lot of new character introductions.
    
19. S11 Ep 6 On The Inside- The ferals was a nice touch of horror that I never knew I could need. Making the people with the ferals Virgil and Connie made the most perfect sense as well.
    
20. S6 Ep 13 Not Tomorrow Yet- this episode shows off how our group is seeming to be the bad guys starting to kill people in their sleep. I like how Glenn and Heath have their first kills and show how they are changing.
    
21. S7 Ep 1 The day will come when you won't be- I like the title as it references Doctor Jenner, but for the episode I liked Negan and that's mostly it. Seeing two people die was horrible to me, but necessary and since I don't rank episodes for being bad due to deaths I can still rank them high.
    
22. S6 Ep 16 Last Day on Earth- Simon has a good introduction and I like them trying to get from point A to B, but what stands out to me most is probably Abraham and Eugene with his speech about him
    
23. S7 Ep 15 Something they need- Sasha was probably the highlight of the episode for me and I liked them and Negan's interactions. It Is a good effort to show that they aren't all monsters and I like seeing Eugene as well.
    
24. S3 Ep 7 When the Dead come knocking- Glenn and his interrogation with Merle was amazing and I liked seeing Glenn's true will shine.
    
25. S8 Ep 12 The Key- I don't like this episode much honestly if it wasn't for Negan and Ricks Speech as well as Simon and his deviousness.
    
26. S8 Ep 1 Mercy- the beginning I had to move up due to some good portions of it like Rick and Negan. I also liked the ending a lot even though I watched the trailer a lot and knew of Gabriel and Negan's interactions.
    
27. S9 Ep 1 a New Beginning- wow two series beginnings next to each other... Yeah it's weird but they weren't exactly S Tier Material. The beginning with them trying to get a horse accessory was great tension to watch and I already love Ricks Beard.
    
28. S10 Ep 18 Find me- okay so maybe I exaggerated My feeling towards Season 10 C a bit since I like some of the episodes a bit and others worse. The reason I put this here is mostly good plot lines and that was it.
    

1. S3 Ep 3 Walk With Me- Merle brings joy to me seeing him again and I love him from here on out. I like how the Governor seems to be innocent enough until the big reveal with the militia which is amazingly put.
   
2. S10 Ep 9 Squeeze- I hate Squeeze... There i said it. The cave sucks honestly and Id rather not watch it again because of that, but Negan is the only saving grace for this episode and if it wasn't for him I would never watch this episode again.
   
3. S8 Ep 13 Do Not Send Us Astray- Simon attacking the Hilltop was the most great action of this season that I never minded and it felt terrifying after Tobin's fate was sealed.
   
4. S3 Ep 12 Clear- I had to move it from S Tier, but nevertheless a great episode. Morgan's return was done perfectly and I felt like his character did a full 180 after this. Michonne and Carl's side story was also good.
   
5. S2 Ep 12 Better Anglels- Shane and Ricks final confrontation was amazingly executed and loved the difference from the Comics with Rick killing shane and Carl shooting his reanimated self; Shane and Randel was also good too.
   
6. S4 Ep 12 Still- Daryl and Beth make sense to pair together and I like seeing how we get a bit more back story to his character. They feel like the most perfect example to put for a mismatched pair.
   
7. S6 Ep Thank You- The journey with Glenn's group trying to get back was amusing to see even though the dumpster ending wasnt really the best, still horrible to see.
   
8. S10 Ep 4 Silence the Whisperers- Negan and Lydia have a good bond and I like how Negan defends her even though I hate how no one believes Lydia that Negan protected her.
   
9. S8 Ep 4 Some Guy- I still love watching Ezekiel and the Kingdom so I enjoy this episode and how he feels defeated the whole time. Jerry is the best bodyguard in my opinion as well as it is shown and Shivas death is heartbreaking.
   
10. S5 Ep 8 Coda- The reason I put this soo high was due to Rick and Bob. I did like the ending a bit even though I feel like Beth's death could've been avoided.
    
11. S3 Ep 14 Prey- originally this episode was C Tier for me, but I re-watched it and put it this high due to the Governor being a literal psycho and I love this side of him.
    
12. S11 Ep 20 What's been Lost- Lance felt underutilized as soon as he died, I really wished they could've made a difference with his exit on the show.
    
13. S8 Ep 8 How it's gotta be- Forgot about Natanias death.
    
14. S11 Ep 7 Promises Broken- Negan and Maggie had a good talk together about before.
    
15. S10 Ep 6 Bonds- Okay.. XD.
    
16. S6 Ep 10 The Next world- I thought the stuff with Rick, Daryl, and Jesus was goofy, but great.
    
17. S11 Ep 19 Varient- I do like the idea of evolving walkers though I feel like it was a bit late in the show.
    
18. S3 Ep 13 Arrow on the Doorstep- the meeting was just terrific to watch as the Governor is so sinister inside it with Milton and Hershel having a good talk as well with Martinez and Daryl having a good show off time. Merle and Glenn have some good times too.
    
19. S9 Ep 2 The Bridge- The log scene was amazing and Aaron had a good scene with the amputation.
    

1. S7 Ep 7 Sing me a song- Negan and Carl were fun to watch as well as some more insight on the sanctuary as Daryl breaks free. Negan and Carl also Bond.
   
2. S10 Ep 10 Stalker- Daryl VS Alpha!!!
   
3. S11 Ep 16 Acts of God- Lance is very horrifying as to what his next move is and Leah's stuff was good.
   
4. S3 Ep 8 Made to suffer- it was a great Mid season finale as I enjoyed the fight with the Governor and Rick as well as the ending with Merle and Daryl.
   
5. S2 Ep 6 Secrets- Glenn has to deal with hiding multiple people's secrets and I feel like the comedy is pure gold here.
   
6. S1 Ep 2 Guts- The rooftops scenes were great as well as the parts where they wear guys to avoid the walkers, it always felt like a sense of panic in this episode.
   
7. S9 Ep 9 Adaptation- the introduction to Alpha was simple enough and I feel like it's a good episode.
   
8. S11 Ep 10 New Haunts
   
9. S11 Ep 12 The Lucky Ones- Carol finally feels a little bit like she's back to her old self in this community with Lance and their deals.
   
10. S4 Ep 1 30 days without and Accident- probably my second favorite of the beginning episodes as it demonstrates exactly how the group has got along since the recent events. Has a good story with the shopping market and the roof caving in was awesome.
    
11. S3 Ep 10 Home- this episode shows how Merle and Daryl are far apart which I can still keep watching Merle and be entertained as well as the fight scene at the end with the Governor being cocky as can be.
    
12. S9 Ep 16 The Storm- snow is a new but simple thing that I like along with Negan Earning trust with Michonne.
    
13. S10 Ep 2 We are the End of the World- Gamma saving Alpha is one of my favorite scenes of how it shows Alphas power towards the group and influence on it's people.
    
14. S6 Ep 8 Start to Finish- The walls coming down had an interesting story as well as many like the Wolf getting loose and Diana having a badass/amazing exit.
    
15. S9 Ep 11 Bounty- The Movie Theatre scene was pretty good as well as Alpha with and Lydia.
    
16. S5 Ep 2 Strangers- The uneasy feeling of Gabriel is pretty good to show the groups trust and I like how the ending is played out with the reveals.
    
17. S11 Ep 13 Warlords- The Complex is a pretty good place to see and I like seeing the evolution of Negan and Aaron.
    
18. S9 Ep 15 The Calm Before- The highlight is the end with the pikes though it made sense for the lesser characters. I hated seeing Henry and Enid die (Not with Tara).
    
19. S10 Ep 11 Morning Star- The start of the battle is ingenius with the tree sap fire scene and it makes for a suspenseful ending to the episode to come.
    
20. S9 Ep 5 What come After- The episode is meant to be a sendoff for Rick so I'll rank it about everything else instead. I did enjoy some of the sequences with Hershel and I loved seeing Shane again. He really puts perspective on some episodes like Season 5 which makes me enjoy watching those episodes more as well as Shane. Ricks exit was also done is a pretty good way.
    
21. S7 Ep 13 Bury me Here- I liked watching Morgan slowing go back into insanity which I believe is due to PTSD of some sort. The episode feels really well done and I like the ending to it with Richard Dying and Carol being told everything.
    
22. S9 Ep 12 Guardians- Alpha is great to watch in this episode and the way she kills the two whispering who challenge them is great!
    
23. S8 Ep 5 The Big scary U- the main focus is Negan and Gabriel which is an amazing talk between then two before settling their differences. I also like the unease at the sanctuary through betrayal.
    
24. S11 Ep 14 The Rotten core- the whole episode is one of If not my personal favorite to watch for the complex alone being a nice setting. I enjoy every bit of this episode as well as the side deal with Sebastian and how Mercer is revealed to be a pretty nice guy.
    
25. S5 Ep 15 Try- The whole episode feels like a decent into madness for Rick seeing everyone against him. I like how he goes into protective cop mode and try to defend the ones he lives as well as his speech at the end.
    
26. S11 Ep 18 A New Deal- The whole episode is average, but the ending just feels amazing to rewatch.
    
27. S2 Ep 11 Judge, Jury, Executioner- I personally like Dale a lot so I love this episode. It really shows how the group is starting to turn as they believe to do what is best for the group and not morals. Dales death is also very heartfelt to watch and showed off the walkers dangerousness.
    
28. S10 Ep 14 Look At The Flowers- Negan and Daryl make a good pair to watch though I enjoyed watching Beta and him struggling to get back on track after Alphas death and I love him so much more for this episode.
    
29. S5 Ep 5 Self Help- Daryl and Carol at the moments have some good episodes together so it's not surprise I'd love this episode. With Noah in the episode as well it feels like a amazing show of how the characters (Carol and Daryl) have changed morally.
    
30. S6 Ep 13 The Same Boat- Carol has been shown to be ruthless, but this episode shows her true colors as how she doesn't want this to be her life anymore.
    
31. S5 Ep 13 Forget- the episode itself has many great minisodes it felt like which was fantastic.
    

1. S8 Ep 16 Wraith- The ending to season 8 was pretty eventful for the battles begin as Eugene saved everyone's asses from a cool trick with the bullets. I am happy that Rick decided to save Negan and I love the episode except for the ending being off-putting with Maggie.
   
2. S6 Ep 9 No way Out- The Wolf has a pretty interesting end that I enjoyed to see and aside from the the entire eoisode is the best part. You never feel that sense of boring to it as the action is nonstop great.
   
3. S5 Ep 5 Now- I liked small bits and pieces of this episode mostly revolving around Diana and her role starting to change. If she survived I don't doubt I would've loved to see her go through more of an arc.
   
4. S7 Ep 11 Hostiles and Calamities- I can see the hate for this episode, though I love it myself. Eugene in my opinion is at his best here and I love watching him here with Negan and their interactions. It was also great how Dwight had framed the doctor.
   
5. S5 Ep 6 Consumed- Abraham was one of my favorite characters not just for jokes but for this episode. His backstory is heartbreaking to learn about and relatable. When he falls down after beating Eugene in defeat I can feel his pain with him.
   
6. S9 Ep 13 Chokepoint- Daryl VS Beta!!!
   

1. S2 Ep 13 Besides the Dying Fire- The walkers attacking the farm was a great scene just as much as the Democracy speech was from Rick, though Lori is horrible to Rick in this episode. Also Rick tells the group "we're all infected"
   
2. S4 Ep 2 Infected- I love the scene where Patrick reanimates and the morning fight they have in the prison. So much stuff happens at once. The ending was Great with Tyreese and. The pig scene was sad to watch.
   
3. S6 Ep 6 Always Accountable- One time when I like Sasha is this episode with Abraham. Where to begin; The Rocket launcher scene was great, Abraham is great with quips, Daryl with Dwight is a good scene and I love the ending as well.
   
4. S6 Ep 14 Twice as Far- The Denise speech wasnt too bad and the death was great. I enjoyed Abraham and Eugene; I think my favorite scenes was with Abraham and Eugene with another one of his speechs towards him which was funny and heartfelt.
   
5. S4 Ep 16 A- The best part is when Joe's group comes along and how Rick bites out his throat signifying that he and Shane are now alike. I also like when Rick and Daryl talk as well as Rick figuring out this olace kidnaps people.
   
6. S2 Ep 7 Pretty Much dead Already- Shane is what I love about this episode, he and Dale had a really funny encounter and I feel like Shane makes me laugh and be serious at the same time with each scenes. I also like how Rick is more accepting towards Hershel.
   
7. S10 Ep 16 A Certain Doom- Beta was good in this episode and had some great parts, but the fights wee great especially the scene with the Music. Betas death felt odd, but that doesn't lower the episode.
   
8. S4 Ep 14 The Grove- I mean do I really have to explain? Carol is a savage here and I love when they finally talk about Karen and Davids death here. Nothing in this episode is a low note.
   
9. S2 Ep 5 Chupacabra- I love everything about Daryl's scenes in this that show how he is a badass and capable of holding his own. Also love his Hallucinations.
   
10. S11 Ep 24 Rest In Peace- certainly wasn't the best finale, but I felt like it did well enough for the episode. It tied up most loose ends for the show given its runtime and I feel like it is fitting enough.
    
11. S2 Ep 10 18 Miles Out- my favorite of Season 2 has Shane and Rick have the best battle I have seen even more than The Governor and Rick or Negan and Rick. This battle utilizes both of their strengths and weaknesses with some things that have never been done in the show much more like using your blood to attract walkers to other places. It was an amazing episode all in all.
    
12. S1 Ep 6 TS-19- idk what it is but I love watching this episode over and over again and I love it the more I watch it. It is probably because I like Doctor Jenner a bit more in each watching of his tragic backstory with his wife.
    
13. S9 Ep 14 Scars- The flahsback was an amazing one that told us something vital to the story about how they don't trust people coming in anymore. What Daryl and especially Michonne went through is tragic.
    
14. S5 Ep 3 Four Walls a roof- this episode is perfect for a number of reasons like Bob and his antics or Savage Rick, this was a turning point for the walking dead and this is where Rick gets some of his roots.
    
15. S1 Ep 4 Vatos- even though I love TS-19 I love Vatos more. This is unique to some episodes where you see a group just like Ricks that is trying to survive and this is where we realize the world is bigger than we thought still.
    
16. S7 Ep 16 The first day of the rest of your Life- The battle was amazing and I feel like this was the best it was going to get for the coming seasons, but season 9 and 10 surprised me.
    
17. S10 Ep 5 What it always Is- Negan with the Kid is the highlight I think, I could've honestly seen this going farther, if it wasn't for the former savior. I feel like this was fitting for an entire episode of, but we diverged a bit.
    
18. S4 Ep 3 Isolation- Hershel and Tyreese are the highlights for me with Tyreese going berserk and Hershel being a kind soul. This is a staple episode for why Season 4 is amazing and why Hershel is what made season 4 great.
    
19. S6 Ep 4 Here's not Here- I love learning about Eastman and Morgan in this one off. I love how it is somewhat told in the first person narrative to the Wolf and how Morgan changed back to who he was. Eastman shows how he and Morgan are pretty similar and why he should be like him.
    
20. S5 Ep 14 Spend- aside from Francine being here to be used as eye candy for me I loved how some of Alexandria like and dislike rick's group here. I do hate Noah dying as I feel like he could've been so much more.
    
21. S10 19 One More- I love havng the episode based on Aaron and Gabriel as they have came a long way since their beginnings. When they have few an encounter with Mays I felt like this was a testimony to who they are as people. We see how they care for each other and how Mays fails to make a point of who they are until Gabriel Kills him showing he has gone farther away from the light.
    
22. S7 Ep 3 Cell- Daryl is locked up and he is now being treated like shit. This episode feels great cause of how it feels like he is trying to break Daryl. Dwight also has a great mission on how he mercy kills a savior and shows he isn't as bad as you may think.
    
23. S6 Ep 1 First time again- I do enjoy the setting of the episode how we see the diverge in Alexandria and who listens or hears Rick out. The episode is a great example for staring episodes... But not the best at it.
    
24. S5 Ep 9 What Happened and what's going On- I loved Tyreese's character so to see him die was horrible for me. His episodes I feel like was a good send off since it is a test to who he is as a person who is confounded about the world around him.
    
25. S3 Ep 4 Killer Within- this episode was played perfectly and I feel like is a good sendoff for other characters as well like how I hate Lori. She is made just a bit better from her sacrifice and thought T-Dog went out in a good way as well. The prisoners also had a good show for their trust.
    
26. S4 Ep 5 Interment- this is where Hershel's best episode is as he is the best Samaritan Alive in the apocalypse. At the end where Rick and Carl fend off the walkers inside the gates in a great bond and I love the whole episode.
    
27. S6 Ep 3 JSS- it is well rounded and has good action as well as a lot of tension and suspense with Carol showing off her capabilities and Morgan with his philosophy.
    

1. S8 Ep 15 Worth- Worth has what I want in an episode; good characters and story/plot. Eugene's parts are made more important seeing how he needed to stay at the sanctuary to save Alexandria and the other communities. I loved even more Dwight's part where I have without doubt the most suspense with him and Negan. Simon also had the most best arc death as it felt complete.
   
2. S5 Ep 16 Conquer- the episode has a lot of action and the ending was the pivet. I love the speech he has and how Diana let's Rick be in charge now was a sort of cliffhanging ending that signify's perfection.
   
3. S5 Ep 1 No sanctuary- both Season 5's beginning and finale are amazing and the way Rick and his group take down Terminus in one episode is amazing as they fight there way out and the scene with Judith was great. Morgan was just a sprinkle of wholesomeness to see.
   
4. S10 Ep 12 Walk With Us- The Episode had just enough action, good deaths and character interactions to make it here. First of the battle at hilltop was amazing. The second best thing was Earl and I feel very sad every time I watch this episode at his part. Then the best thing is the end with Alpha and Negan.
   
5. S3 Ep 1 Seed- The best beginning to a season it shows how the group has changed since Rick and the prison is a great example. The tombs are a great scenery and the ending was perfect for a cliffhanger as well as Conquer.
   
6. S3 Ep 2 Sick- the prisoner episode was pretty good to watch as a group of prisoners try to take on walkers. While some are good others would rather be assertive. Rick has definitely changed since season 2 and the group is played great here and much more human like.
   
7. S7 Ep 2 Well- what helps this episode is the last episode before it having a dark tone. This instead has a more uplifting one with the king and with Carol and Morgan being a great pair. The Kingdom seems to be a good community and seeing how Carol tries to smooth talk the king and how he tells whays her bullshit is an amazing scene.
   
8. S10 Ep 22 Heres Negan- We realize he was a kinda lousy husband that wasn't really too good to becoming a really supportive husband who cares deeply for his wife Lucille. The story before showed a lot of Negan and how he is and I love Lucille as a character from this episode trying to do whats best for Negan.
   
9. S4 Ep 8 Too Far gone- Honestly this IS the best episode, but I am bias so I had to put my own personal favorite above it not to say this isn't right behind it easily. Too far gone is what feels like a season finale but isn't. The Governors first encounter should've been this and I'm glad we got to see it unfold great. Rick has a great speech in it about not being too far gone yet and the Governor killing Hershel to start the best battle of the series. The Governors death feels fitting and the ending was sad and amazing.
   

1. Season 3 Episode 15 This Sorrowful Life- Now what makes this episode so great to me? Well I'm totally biased towards the actor and the character in the show Merle Dixon. I could watch Merle all day which is what they episode feels like with the perfect duo of Michonne and Merle on their way to the governor. It has some of the most perfect comedy in the episode as well as having the best sacrifice redemption arc and ending. This episode made me laugh, smile, cry and more. There will never be a time when I ever change my opinion about this episode in existence.

1. Prose: The prose portion is usually concise and descriptive, capturing a scene or experience. It may contain personal reflections, observations, or a narrative.
   
2. Haiku: The haiku that follows the prose is traditionally three lines long, with a 5-7-5 syllable pattern. It often serves as a concise, poetic summary or complement to the prose.
   
3. Seasonal Reference: Haibun often includes a kigo, a word or phrase indicating the season or a seasonal reference, connecting the piece to nature.
   
4. Shift or Contrast: There may be a subtle shift or contrast between the prose and haiku, creating a deeper resonance or adding layers of meaning to the overall composition.