Billy Bob

Spot & options swing trader

[Billy Bob @BillyBobInvests]

@DaveHcontrarian @FroehlichThors1 @LucianoDiNapol5 @lovemesexy8 @barrywi50062109 Possible Labor Day top most likely postponed until EOY now you think?

[Billy Bob @BillyBobInvests]

@DaveHcontrarian

Yesterday you talked about how $smh consolidated & over the course of the past year - & past few months - went parabolic

Still on track to see that market & sector-wide (minus select sectors like energy) over the summer ?

Next 3-4M really will go into a top?

[Billy Bob @BillyBobInvests]

@DaveHcontrarian Thank you

I presume you still believe it’s very possible this will be a summer to remember

Whether if all or most of the cycle gets completed that fast

Would surely be historic

Can’t wait to see

[Billy Bob @BillyBobInvests]

@DaveHcontrarian hi sir

As I said before no denying the parabolic nature of semis, ai & tech stocks - but you still think it’s a parabolic for the rest of the market?

Seen some over-performance in small caps but the market at broad aside from the said sectors isn’t too crazy rn

[Billy Bob @BillyBobInvests]

@DaveHcontrarian

Hello sir

If I remember correctly you said during the parabolic the market would steepen

As of the now the objective price action of the S&P shows a big pop up in April via short covering & lessened ROI in May (throughout the month)

Bump in the road ?

[Billy Bob @BillyBobInvests]

@DaveHcontrarian hello sir

Can you confidently say the parabolic portion of this bull run has started? At least for equities

Ty in advance

[Billy Bob @BillyBobInvests]

@DaveHcontrarian @jammin_jp @KostkaJim @JrMiningGuy That’s fair

I don’t expect linear - just pointing out the over-performance of AI, semis, tech, etc in this snapshot of time

Nonetheless - 9500 S&P & other indice targets look poised for a summer top still?

[Billy Bob @BillyBobInvests]

@DaveHcontrarian @jammin_jp @KostkaJim @JrMiningGuy Hi sir

Whole market is strong

Looks like Nasdaq & SMH in particular are parabolic while the S&P is at all time highs but the ROI is lagging though

S&P to get parabolic very soon & join the party ?

9500 top still likely this summer in your current view ?

Thanks

[Billy Bob @BillyBobInvests]

@DaveHcontrarian @TheGladiatorHC No not at all - just clarifying sir

I genuinely appreciate your feedback & fast replies

I hope my questions don’t come as a slight

Thank you!

[Billy Bob @BillyBobInvests]

@DaveHcontrarian @TheGladiatorHC I apologize if my wording was off

Perhaps the thesis has not changed - and I understanding this is a cycle call so timing is flexible - but with that being said Q4/EOY is seeming likely right now ?

That’s all

Thank you!

[Billy Bob @BillyBobInvests]

@DaveHcontrarian @TheGladiatorHC I hear you sir

I guess in this most recent interview it seems that your view has changed

From previously markets topping by end of summer to now Q4/eoy - perhaps because of recent war/oil concerns

A parabolic by Labor Day/end of summer isn’t high probability any longer?

[Billy Bob @BillyBobInvests]

@DaveHcontrarian @TheGladiatorHC Got it

Thanks

So I guess the premise that this final leg will be happen faster & more vertically than the previous leg (in 2025) doesn’t necessarily have to happen at all

The market can just keep having steady, outsized gains into EOY or so - especially with worries of war+oil

[Billy Bob @BillyBobInvests]

@DaveHcontrarian @McG997015818 @Prsnen1 @Abbas62413663 @theandymillette I know you’re being sarcastic sir but I’m sure most of us are genuinely appreciative of your time & how you express your views with the avg retail investor

Just from quick hand analysis looks like most of your replies are based in fear while sentiment indicators scream the same!

[Billy Bob @BillyBobInvests]

@DaveHcontrarian Can’t wait sir

Thanks as always for your time

[Billy Bob @BillyBobInvests]

@DaveHcontrarian Hello sir

I’ve watched all your interviews the past 1.5 years

A consistent theme is that the last leg will be the steepest

For the S&P, last year was about 40% in 6-6.5 months

I would guess whenever the next leg starts (seems soon) - it will dwarf that

[Billy Bob @BillyBobInvests]

@DaveHcontrarian @Rob030544019578 @meta_slayer @SJones67581 @jessebday Thanks for your input

I do not try to have knee jerk reactions

I’m looking at the body of the past several months - which has been flat/red for indices

Also I understand things take time

Even though the idea of a blow off top is exciting for anyone long in various assets

[Billy Bob @BillyBobInvests]

@DaveHcontrarian @Rob030544019578 @meta_slayer @SJones67581 @jessebday Hello sir

Even though some of us have questions regarding semantics - most of us agree that you will be right

I guess at this point it’s a when not if sort of question

Ik you say watch & learn but feels like this bull can keep extending for many more months (into EOY at least)

[Billy Bob @BillyBobInvests]

@BGatesIsaPyscho There are real adults out there who will watch that cgi goyslop & say “yes this is real”

FFS bugs life looks more realistic than whatever tf that was

[Billy Bob @BillyBobInvests]

@DaveHcontrarian @DouglasCam10123 Thank you David !