James

[James @JamesVR90]

Some good short bets with low beta at the moment are $RL and $EQIX.

Low float, one a luxury brand, the other a data center infrastructure company, at current market conditions, this can easily drop double digits stacking put options.

@wallstreetbets #marketcrash #bigshort

[James @JamesVR90]

@RalphLauren @Wimbledon I’m concerned about reports suggesting @RalphLauren may be engaging in questionable channel-stuffing practices. Customers, investors, and employees deserve clear answers, transparent reporting, and an independent review of the facts.

[James @JamesVR90]

@JehoshaphatRsch Aren't a lot of apparel retail companies practicing channel stuffing? Gildan Activewear has volumes, luxury brands like Tapestry (Coach), Ralph Lauren, etc. don't need to dump in volumes.

[James @JamesVR90]

@Reuters Makes you wonder why stocks like Ralph Lauren $RL and Tapestry $TPR are trading near ATH.
Surely the middle class are under pressure.

[James @JamesVR90]

@RalphLauren @Wimbledon Now kids are not only producing clothes but also doing the marketing for them. $RL at it's finest.

[James @JamesVR90]

@Vivek4real_ Didn't know inverse Saylor was a thing now.

[James @JamesVR90]

@RalphLauren @Wimbledon A ruthless corporate culture built on fear, severe global sweatshop exploitation, and a history of rejecting the Black urban subcultures that made the brand a status symbol.

[James @JamesVR90]

@saylor This sounds like you are preparing against class action lawsuits.

[James @JamesVR90]

@business Same story at @RalphLauren $RL and $TPR.
It's all fugazi.

[James @JamesVR90]

@unusual_whales First fed chair to live through either a sovereign debt crisis or hyperinflation.

[James @JamesVR90]

Join our group on reddit so we can short @Equinix $EQIX on Monday. The stock is going down hard! DM me.

[James @JamesVR90]

@unusual_whales It has to, it's all part of Elon's plan, so it can merge with Tesla, boosting his stake in the company to 50%+ and unlock his $1T pay package.

[James @JamesVR90]

$SPCX @SpaceX is aggressively pursuing plans to build AI data centers in orbit.
This is bad news for traditional data center stocks like $IRM $DLR $EQIX
Prepare for volatility tomorrow!

#AI #datacenters

[James @JamesVR90]

@DeItaone CPI = Cooked Price Index
Fake news.

[James @JamesVR90]

If the AI trade unwinds, data centers may be ground zero. The real capex is in chips and infrastructure that must be continually replaced to keep pace with AI. When demand drops, high-debt operators are likely the first dominoes to fall.

#AI #DataCenters $INTC $NVDA $EQIX $DLR

[James @JamesVR90]

$IRM $EQIX $DLR
#DataCentres are overvalued.
https://t.co/RGLFYdUwh4

[James @JamesVR90]

@BlowTheTruthX @brandank_cr That's not how pricing works, pricing works on supply and demand. If no one is willing to pay $20,000 for your coin, it can surely go below that price. Basic investing.

[James @JamesVR90]

@Equinix Your company's revenue is concentrated into a handfull of customers, recipe for disaster, this is not a healthy company.

[James @JamesVR90]

$INTU Who to blame for Intuit's downfall, this guy over here.
People need to be careful investing in stocks where founding shareholders are in control. CrowdStrike is next $CRWD.

[James @JamesVR90]

$CRWD CrowdStrike's CEO is selling stock daily while others are pumping this. Dotcom all over again.