Degentrading

vip
Age 0.6 Year
Peak Tier 0
No content yet
the longer this drags on - the more likely we enter a covid like shock - this time on the supply side vs the demand side.
  • Reward
  • Comment
  • Repost
  • Share
same issues - very limp price action in the big tech complex while only semis (photonics esp) are rallying. Not super healthy price action for either bulls or bears.
  • Reward
  • Comment
  • Repost
  • Share
added shorts on $SMH - war aside, private credit problems are going to put a damper on credit and further capex spending.
post-image
  • Reward
  • Comment
  • Repost
  • Share
added $LITE short at 790, tping some $EWY at 120.61
post-image
  • Reward
  • Comment
  • Repost
  • Share
yes - iran is a problem. but dont forget the turmoil in credit
  • Reward
  • Comment
  • Repost
  • Share
bidded some 2apr 6475/6425 p/s at 3.3
post-image
  • Reward
  • Comment
  • Repost
  • Share
shorted some $SMH 387.1
post-image
  • Reward
  • Comment
  • Repost
  • Share
sold out another 30% (half of posn) at $10
post-image
  • Reward
  • Comment
  • Repost
  • Share
  • Reward
  • Comment
  • Repost
  • Share
this is what happens when everyone needs to get out of the same position.... $MU
post-image
  • Reward
  • Comment
  • Repost
  • Share
memory continues the puke
post-image
  • Reward
  • Comment
  • Repost
  • Share
For the Ackman bottom, he has to be crying
  • Reward
  • Comment
  • Repost
  • Share
$NVDA losing the 170-190 range is a huge signal to the rest of the market. Your capex is no longer safu
  • Reward
  • Comment
  • Repost
  • Share
only stuff green today are the software names i.e the short legs. IMO tradfi hedgies are badly bruised this month - expect to see further pain on popular long name get further brutalised.
  • Reward
  • Comment
  • Repost
  • Share
when large caps like $META and $MSFT get punched hard....something is usually afoot!
  • Reward
  • Comment
  • Repost
  • Share
a new crop of bag holders in pokemon cards will be created. just like the previous crop of bagholders of AP royal oaks.
  • Reward
  • Comment
  • Repost
  • Share
hot ball of capital went from GPUs -> Memory -> Photonics. GPUs have rolled over, Memory is rolling over ($MU post earnings) .... photonics next? Photonics also happens to be the most speculative of the bunch
  • Reward
  • Comment
  • Repost
  • Share
bidded $fig @ 20.9
post-image
  • Reward
  • Comment
  • 1
  • Share
bidded $msft 371.4
post-image
  • Reward
  • Comment
  • Repost
  • Share
shorted some $SNDK 710 pre mkt
post-image
  • Reward
  • Comment
  • Repost
  • Share