Jason

[Jason @JasonMindMaze]

I’m fully aligned with this. If we’re ranking the AI sub-sectors by their ability to "break the cycle" and decouple from traditional semi-seasonality, here’s my hierarchy: ATE (Testing) > Optical > Memory. >
Market’s feeling heavy right now. We just saw the $SPY 9/21 EMA cross—historically, that’s a sell signal every single time. Now is the time to build your shopping list. If the floor drops, what are you buying? At what levels are you scaling in? If you can't sleep with your current exposure during a drawdown, you’re over-leveraged. Period

[Jason @JasonMindMaze]

What would you do for the rest of your life if you suddenly had infinite wealth?

[Jason @JasonMindMaze]

This sign with a speed limit of 3 *unspecified unit of measurement.* Presumably MPH

[Jason @JasonMindMaze]

This 5 leaf clover i found

[Jason @JasonMindMaze]

He sure did

[Jason @JasonMindMaze]

Something about Harvey's head next to him is hilarious. I don't know how I left without buying.

[Jason @JasonMindMaze]

What is a 'single person luxury' that people in relationships completely miss out on?

[Jason @JasonMindMaze]

This feels like it carries a lot of meaning

[Lucas Barrington🅰🅰🅰 @LucasBarr008]

https://t.co/DIUmeF5gpm

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US and China have agreed to lower tariffs on some unspecified products to promote bilateral trade, per China’s Commerce Ministry.

The statement confirmed China’s plan to purchase US planes and it said China would address US concerns on agricultural imports.

[Elon Musk @elonmusk]

He actually did the meme 🤣🤣

[Jason @JasonMindMaze]

The price of diesel in Los Ángeles

[Jason @JasonMindMaze]

Spotted in Elk, CA. This is art tbh

[Jason @JasonMindMaze]

very beautiful potato

[Jason @JasonMindMaze]

@ohitsvasco Could follow but these rotations aren’t linear liquidity usually concentrates in the leaders first

[Jason @JasonMindMaze]

@i16nnn Strong narratives don’t prevent pullbacks they just delay them

[Jason @JasonMindMaze]

@Wizdrizzy17 shark never sends a press release

[Jason @JasonMindMaze]

@RealSalluKhan Yeah the math works on paper but the hard part is sustaining both growth and multiple expansion over a full cycle

[Jason @JasonMindMaze]

What's a moment where you realized someone was genuinely extremely intelligent?

[Jason @JasonMindMaze]

Frodo says hi! 😍