@Trade_With_Mr_X It’s funny that it’s not so much the war as the fears and rumor mill around the war that’s making the market feel so chaotic. Same as it ever was. Just need a cleaner story on the Strait to settle in, probably
@Trade_With_Mr_X Curious if you are messing around in your fuck-around account during this wobbling the last week. Do you pull back from activity same way there?
@Trade_With_Mr_X Just looking at volume declining since April, on many stocks. Stocks float higher. Feels like accumulation by the pros while everyone else is in max fear mode. Funny, maybe it’s been “buy the dip” all along. But nobody’s posting memes. They’re bearish
@Trade_With_Mr_X The vibe today is one of those concrete examples of something you said way long ago that always stuck with me. You hear a train coming, get off the tracks. A lot of times it’s nothing. But you gotta miss that one time it’s a train
@Trade_With_Mr_X Clear story here. Nvda obvs driving the market. Only debate is whether the breakout matters. Well a pause at the breakout is healthy. Classic spot to try other stocks during a lull. Crowd playing breakout, but in reality the 50/65d has been so important since the tariff bottom
@Trade_With_Mr_X@NumerologyNick@socalitrader This actually feels particularly ripe. I don’t mind chancing a paper cut (or maybe 5, all in between the fingers) to take a bet on the market here. Love when the charts are telling a different story than sentiment. Also we can decide tomorrow about holding through the weekend
@Trade_With_Mr_X So much of everything can be boiled down to hurdle recognition. Even with the amd big open on Monday, it never felt comfortable all week.
Hurdle recognition + gambling rules get you so far. Small hands, small pots
@Trade_With_Mr_X I know we’ll discuss, but are you considering selling sndk today at all? Hard to balance the 100%+ move with really tidal wave volume happening too. And that v undercut of 100. No sign of slowing yet. We are small enough to hold. What’s the end play? Use the recent hvcs? $113.50
@Trade_With_Mr_X I’ll never forget those April crash days, thinking “well there’s no chance we survive this” with tsla pushing back towards 200… what an insane fuckin ride man lol. I’m numb now, which is nice. Whatever happens it’s been an honor being in the trenches with you 🫡
@Trade_With_Mr_X Crcl, you thinking something like 80-90b cap is time to hit the cash register? At 70b now and I know you’re not aiming to hit the full 100b.
@Trade_With_Mr_X@rtomescu Funnily enough google has the best ai out right now in yesterdays release and they actually seem primed to take the lead from OpenAI. The public is behind on this since ChatGPT is brand name like Kleenex. But ofc this may be at odds with their ad business tbd
@Trade_With_Mr_X@bkatcap Cope/hope: tsla has front run selling into earnings (down 50% last 3 months) and so perhaps earnings will be flat. Then we just have to survive a 5k undercut… maybe it holds 200.
Ahhh we’re fucked aren’t we lol