Deep D(illigence)

Only the paranoid survive.
Majority of FURUs are scammers.

[Deep D(illigence) @DeeDas55]

1.10^55 = 189

55 consecutive trades with 10% gain is what you need to turn $50,000 into $10 million.

Pretty easy if you are a politician or bureaucrat in higher ranks calling the shots or with access to insider information.

[Deep D(illigence) @DeeDas55]

First time I agree with @kevinxu
Prolly bought right at the bottom

[Kevin Xu @kevinxu]

$DRAM is the only thing I traded in my 401k all year.

If you exclude index funds and bonds, I am now truly all in memory.

$RAM entry at $10 will be a generational buy.

Subscribers eating good today.

[Deep D(illigence) @DeeDas55]

@EllisMD4 @daniel_koss They do it deliberately to scare retail away. They are paid by tutes

[Deep D(illigence) @DeeDas55]

"Dhandho" U Indian?

[Biotech2k @Biotech2k1]

I also did the math and plan to dig deeper into the company, but if $INTR gets to book value at $4.69, I plan on increasing my stake. This is that kind of Dhandho company where you have huge upside and the book value shows the assets are worth as much at the whole company.

[Moody @MoodyWriter13]

When I wrote the following back in late June:

“So ask yourself once more whether the animal in your stable is a racehorse or merely a donkey. Yesterday you could see it plainly, as a great deal of capital flowed into memory stocks. $LITE outperformed $SIVE. $XFAB underperformed them all. Same stable, very different animals.

The weak narratives will have a harder time now. When capital was abundant and concentrated in a single theme, a thin story could still hitch a ride on the broader enthusiasm. With money spread across four competing sectors and allocated with more discipline, there is little left over for a stock whose only claim is the label it wears. Membership is no longer the point. Quality, competitive advantage, and operational execution are.”

Looking back, that’s exactly what has happened.

If your momentum stock from Q1 or Q2 still hasn’t recovered, then your supposed racehorse is probably just a donkey and you’re emotionally trapped in the trade.

At this stage of the cycle, only companies that consistently execute operationally will move higher. A compelling narrative alone is no longer enough. Capital is becoming increasingly selective, and only businesses that deliver tangible results will continue to attract it.

[Deep D(illigence) @DeeDas55]

@jukan05 "Looks like a good time to buy memory again."
@DavidWeinetayg

[Deep D(illigence) @DeeDas55]

@stockdatamarket Problem with ur analysis is Scott Bessent is a master manipulator so things are not always what they seem

[Deep D(illigence) @DeeDas55]

@ThinkInError Pump till September then dump?

[Deep D(illigence) @DeeDas55]

@JDPunkin @Sam_Badawi Yup after 1:8 stock split in 2 years prolly

[Halal Investor @_HalalTrader_]

Better be in cash than a mediocre losing trade.

[Deep D(illigence) @DeeDas55]

@danielnewmanUV $CIFR ??

[Deep D(illigence) @DeeDas55]

We need $MU + $INTC collab ASAP

[Deep D(illigence) @DeeDas55]

@TT_stocks_ Margin call at 3 in the midnight sounds fun!

[Deep D(illigence) @DeeDas55]

I think $MU is better investment as an American than $SKHY $SSNLF.

SK Hynix and Samsung are Chaebol with deep support from South Korean Government as they run the country's GDP

Micron never received any special treatment from US Govt

Micron needs US stock premium as support

[Deep D(illigence) @DeeDas55]

I might actually buy Anthropic if they IPO.....

[Shay Boloor @StockSavvyShay]

Anthropic is reportedly in talks to acquire Decart for $6B to improve inference efficiency without adding more hardware.

Decart reportedly runs models at ~8x industry-average speed increasing the output Anthropic can get from the same compute.

[Deep D(illigence) @DeeDas55]

Index will stay flat but AI stocks will boom and SaaS Healthcare might fall

[Za @ZaStocks]

AI stocks erupting and the Nasdaq being up less than 1% seems like something worth monitoring.

Get everyone to rotate out of AI stocks, blow up Leopold and Korean degens, then rotate back in and leave them all behind.

Big money would never do such a thing…

[Deep D(illigence) @DeeDas55]

@DeepValueBagger @benitoz @institLPGP Maybe a bait?

[Deep D(illigence) @DeeDas55]

@Hurtaco1096 $CIFR

[Common Sense Investor (CSI) @commonsenseplay]

Much of investing is avoiding FOMO buying and panic selling.

Don’t make things so you can make money; make money so you can make things.

[Anders Storm @StormDirac]

Here is top 20 $LAZR holdings @TemaETFs Photonics and Optical ETF.
Will start from the top and dig into each company soon.

It can not be accessed today by most investors in Europe. But they promised to look into possible ways of doing it.

[Deep D(illigence) @DeeDas55]

He didn't sell the exact bottom. He caused the exact bottom in $NBIS by blowing up.

[Noah @antibearthesis]

$NBIS is up 75% since Leopold Aschenbrenner got margin called

He sold the exact bottom💀