DMA - 暗月

Ex-Silicon Valley executive. MBA. Ex-Big 4 consultant. Global trader and investor. Not trading advice. Do your own due diligence.

[DMA - 暗月 @AssetReset]

Oct 1998: Nasdaq bottoms after a 33% slide. 17 months later: +272%.

Be right and sit tight.

[Shay Boloor @StockSavvyShay]

$CBRS CRUSHED THEIR Q3 EARNINGS

• Revenue $231M vs Est. $215M
• Gross Margin 41% vs. Est. 39%
• Cloud Services: $142M (+265% YoY)
• RPO $26.1B

FY26 Guidance
• Revenue $950M vs Est. $887M
• Gross Margin 43% vs. Est. 42%

[DMA - 暗月 @AssetReset]

Always keep a core position in $SPCX and trade around the edges accordingly (best with options).

A bet on $SPCX is a bet on @elonmusk, whom I consider the most brilliant and innovative mind of our generation.

[DMA - 暗月 @AssetReset]

@WmMarquess Its earnings will tell us a lot. I like it long term.

[DMA - 暗月 @AssetReset]

Don’t ask me how I knew

[DMA - 暗月 @AssetReset]

Avoid bottom fishing on $NVDA

[Elon Musk @elonmusk]

@stevenmarkryan Well, if they didn’t like $1T, they’re REALLY gonna hate $10T 😂

[DMA - 暗月 @AssetReset]

@lton20 More shoes to drop

[DMA - 暗月 @AssetReset]

Maybe I’m wired differently, but I’ve never understood the need to seek sexual gratification outside a committed relationship.

A man of genuine character doesn’t measure his integrity by the temptations he never faces, but by the ones he consciously chooses to resist.

Desire is human. Betrayal is a choice. And principles mean nothing if they disappear when temptation shows up.

Loyalty isn’t about lacking options. It’s about having them and knowing what you stand for. $NVDA

[Financhle @Financhle]

Jensen's second mistress, Kimberly Powell, VP/General Manager of Healthcare @ Nvidia $NVDA

[DMA - 暗月 @AssetReset]

Wall Street will cheer the yield/rate decline due to abating inflation fears, but they will cry about it later. With the exception of AI and tech, the US economy is basically on life support.

[DMA - 暗月 @AssetReset]

Don't lose sight of what ultimately drives markets: liquidity and the Fed.

Bond yields have stabilized. As inflation data normalizes, the Fed gains room to pause. A more predictable rate environment shifts the focus back to fundamentals.

And when growth leads, capital gravitates toward the strongest secular growth opportunities.

Right now, that's AI.

Liquidity sets the stage. The Fed sets the conditions. Growth determines the winners. #AI #stockmarketcrash #StockMarket

[DMA - 暗月 @AssetReset]

The AI trade is far from dead. We’ve not seen anything yet.

[zerohedge @zerohedge]

*ANTHROPIC MEGA-IPO IS SAID TO BE MULTIPLE TIMES OVERSUBSCRIBED

[DMA - 暗月 @AssetReset]

@RihardJarc It’s more like the other way around. $SPCX can cancel and charge market rate.

[DMA - 暗月 @AssetReset]

Avoid bottom fishing on $NVDA

[DMA - 暗月 @AssetReset]

Institutions will be pumping AI ahead of Anthropic IPO, but the sheer size of $ANT, $SPCX, etc will have a crowd out effect on smaller players. Buy size and quality.

[DMA - 暗月 @AssetReset]

@lunarisvei More like folks freaking out and thinking AI is done

[DMA - 暗月 @AssetReset]

When the euphoric top occurs on the AI trade, it will be very obvious.

Think magazine covers and regular folks talking about stocks.

[Bill @Av8r07]

@XHabib Excellent! 👊👊

[Shay Boloor @StockSavvyShay]

$GOOGL Q3 STOCK PORTFOLIO REVEALED

1. $SPCX ~95%

Here are the portfolio weights excluding SpaceX:

2. $CME ~20%
3. $PL ~13%
4. $ARM ~12%
5. $RVMD ~12%
6. $QCOM ~12%
7. $ASTS ~11%
8. $FRSH ~4%
9. $TEM ~3%
10. $PATH ~2%

[DMA - 暗月 @AssetReset]

What if I told you $1 invested in $SPCX today could potentially become $2 in 6–12 months?

Think about the fundamentals:
• Revenue growth: +161% YoY
• Starlink revenue: +69.5%
• Starlink subscribers: +88.9%
• Q3 operating income: $2.79B vs. a loss a year ago.

Triple-digit growth with rapidly improving operating leverage. The market may still be underestimating the earnings power ahead.

That’s the opportunity.

[Elon Musk @elonmusk]

SpaceX revenue this quarter alone will be substantially higher than NASA’s entire annual budget!

[DMA - 暗月 @AssetReset]

Days like today are tough.

$VIX surged 39% as tech and AI took a beating:
$SOXX -12.8%
$TSLA -10.8%
$SPCX -9.0%
$NVDA -7.0%
$AMD, $AVGO, $BE and other AI plays all got caught in the selloff.

But I won’t belabor the meltdown.

Over a long enough horizon, corrections are often just blips in a secular bull market. Markets recover. Great businesses compound. Innovation doesn’t stop because of one ugly trading day.

But days like today remind me of something far more important.

Believing in yourself can change your life. Finding someone who believes in you can change it forever.

Someone who doesn’t panic when life gets difficult. Who stands beside you when the weight gets heavy. Who celebrates your wins as if they were their own. And who reminds you, when you lose sight of it, what truly matters.

A great stock can change your portfolio. The right person can change your life.

I’ve found my person. ❤️✨

[Ari K @arikuschnir]

🌊💙 WE WERE ALWAYS BLUE