Bill

Professional Go Player | North American Go Champion 职业围棋棋手 managing my personal portfolio | ex-trader at Amber Group | @NorthwesternU Alum

[Bill @BillGoWeiqi]

Seems like there is a ton of chatter by AI bulls who think "there are too many calling for a bubble so it can't be a bubble", but this is as stupid as someone saying "the market has to top because there are too many bulls..."
For a popular trend to fade/reverse there HAS to be a rising number of skeptics that actually take action to convince/convert the believers into non-believers.

From my experiences working in an industry that gets a bubble every two years (example: ICO, NFT, Web3), any bubble always pops when two conditions are met:

1. There are many passionate supporters and skeptics on either side of the debate such that there is a lot of controversy and public attention.

2. Every piece of amazing news about the bubble gets faded on the charts and the icon of the bubble (in this case NVDA and GOOGL) does not make new highs anymore.

Since I believe condition 1 has already been met, the most important chart to watch is if NVDA and GOOGL make any more new highs in the coming months.

[Bill @BillGoWeiqi]

@positive_gains Mine is the opposite lol even the bears over the past few months are looking for right tail vol event first then dump

[Bill @BillGoWeiqi]

I swear the index is immune to everything lol

[Bill @BillGoWeiqi]

$META showcases how influential X/fintwit and substack can be…anyways I still think it’s a pump and dump scenario into earnings, held my nose and bought it last night, stop at cost $640. I don’t believe that Zuck and Wang got the situation under control at all.

[AlgoFlows @algoflows]

This is an extremely bearish news imo.
Frontier labs went from two to four in the last week and all are fighting with lower prices(not even counting Chinese models). I'm not an economist but spending a lot of money to make less money sounds like a bad idea

[Walter Deemer @WalterDeemer]

Tuesday's downside $QQQ gap has been filled -- and lo and behold, we have an upside gap from this morning to watch. $QQQ would need to decline to 712.26 to fill it. Again: How quickly the gap gets filled -- if at all – gives us an idea of how strong the underlying trend is.

[Bill @BillGoWeiqi]

Fully out of SPY and rotated into TLT, still holding onto MAGS, interested to see the market reaction tomorrow on SK Hynix listing

[Bill @BillGoWeiqi]

From my view, sentiment is very bullish among the technicians community, citing July bullish seasonality, fresh high AD line etc. I wouldn’t bet against it but interested to see how it develops next few weeks. I own some MAGS and SPY, hedged with some put spreads expiring in 2 weeks.

[Alexandr Wang @alexandr_wang]

market has spoken

[Bill @BillGoWeiqi]

@froggytrade Insane

[Bill @BillGoWeiqi]

@Seniorstrategen Agree the only question is how high this final pump goes, hard to have conviction on that

[Bill @BillGoWeiqi]

@InvestorVideos Nice sarcasm, I’m sure everyone is making lots of profit

[Bill @BillGoWeiqi]

@Evan_ss6 Agree those who mock are clowns, but from what I know most ppl who are loudly bullish memory here are not the same ones who got in early and held for 10x.

[Bill @BillGoWeiqi]

@based16z Buy low sell high, crypto and trading 101

[OpenAI @OpenAI]

We believe in broad access and plan to make GPT-5.6 Sol, Terra, and Luna generally available in the coming weeks.

For now, at the request of the U.S. government, we’re starting with a limited preview among a small group of trusted partners in Codex and the API.

[Bill @BillGoWeiqi]

I would love to buy MAGS under 60, should be some fireworks going into quarter end and first two weeks of July

[Bill @BillGoWeiqi]

@positive_gains At least we know Zuck is not slowing down anytime soon from his recent actions lol

[Bill @BillGoWeiqi]

@RihardJarc Maybe they have no clue just like the rest of us when it comes to a brand new potentially revolutionary or bust technology, and jumped onboard due to FOMO?

[Matt Stoller @matthewstoller]

It’s a sign of a bubble that Micron is skyrocketing even as its customers are flailing. Can’t sell picks and shovels forever if there’s no gold in the mine!

[Nick G. @nickgiva1]

Couple of points on this video, which I can't believe a serious financial journalist did not ask:
1/ Q: Who pays the interest payments on the preferreds?
A: Ahmm...The shareholders.
2/ Q: Name another asset with a CAGR >13% in perpetuity.
A: Ahmm...there has never been one.
3/ Q: When and how will you redeem the preferreds, IE: pay back the principal?
A: Never: it's a preferred.
Q: Really? So you think your company will last...forever? Of the 12 original Dow companies, only 1 is still in existence and you think your little shitheap that produces nothing is going to last...forever? You will redeem it, the only question is: will it be at par or at zero. Which will it be?
A: Ahmmm....

[Bill @BillGoWeiqi]

Market should and must punish these Mega-caps like GOOGL, META and AMZN hard...it's time to rein in the wasteful spending!