ThesisDrifter

there is more risk to not taking enough risk. nfa

[ThesisDrifter @NonLinearRisk]

@stevehou bears will perceive the numbers negatively any way its cut, AI centric bulls will do the inverse. thats what makes a market! i agree though, i'll side with the biggest infrastructure buildout driven by the smartest and most profitable companies in history

[ThesisDrifter @NonLinearRisk]

@jbulltard1 the one positive is that if all his followers are blindly legging into these names, then much more upside for the rest of us in other areas

[ThesisDrifter @NonLinearRisk]

@rev_cap only works if you move to an extremely low cost of living area, need much more than 3m to extend 40+ years or you'll be pinching pennies

[ThesisDrifter @NonLinearRisk]

im almost positive bill mcdermott is paying all the frontier models to pump his stock. every single one of them has it as its top picks for the next 12 month

[ThesisDrifter @NonLinearRisk]

@Investor_NICK_ pretty sure thats a widely misused quote and he never said that although i do agree with it and it is trading at levels standard deviations below its historical range. has always led to strong returns after for this one

[ThesisDrifter @NonLinearRisk]

@DarioCpx @edzitron tough thing about markets is you can be very very right on this but positioned poorly and underperform for years

[ThesisDrifter @NonLinearRisk]

@BobEUnlimited bc boomers are in charge and dont know how to use it properly.. it'll come. model's progressing is a more key data point

[ThesisDrifter @NonLinearRisk]

bears have to be in absolute shambles

[ThesisDrifter @NonLinearRisk]

not much of a bottom fisher but $ISRG trading a -2 standard deviation p/e & p/s relative to 5 year history, -1 SD on 10 yr history and is approaching the lowest PT on the street. i thought robotics was all the rage? 200 week MA has been a good place to add historically on $ISRG

[ThesisDrifter @NonLinearRisk]

ASS call

[ThesisDrifter @NonLinearRisk]

i know the technical bros will scream its breaking down and very bearish in the near term and the fundamental bros despise anything that trades >20x forward p/e so i've come to the conclusion $AXON is a great buy here if you're time horizon is over 6 months

[ThesisDrifter @NonLinearRisk]

$NBIS moving 17% only bodes well for $BE, nice little pair trade from here. have been and will continue to be very long both

[ThesisDrifter @NonLinearRisk]

software bros, it was a nice run but semi's are still in charge, i don't make the rules

[ThesisDrifter @NonLinearRisk]

@KevRGordon rightfully so, everything a bubble but AI bene's

[ThesisDrifter @NonLinearRisk]

happy for the software bros that have been bagholding this entire time, acting like the sniped the bottom, finally participating in this rally. ill take a guess that they are the first to falter when we see some consolidation, still a prove it story, some winners, mostly losers

[ThesisDrifter @NonLinearRisk]

@qcapital2020 i don't know why this is so hard for some to understand. drop the IQ and get on the dance floor before its last call

[ThesisDrifter @NonLinearRisk]

@mvcinvesting great call brother! got in around the same price and have continue to hold. its funny how bullish people are now at 200 relative to sub 100! what a run. future is bright for this talented team

[ThesisDrifter @NonLinearRisk]

@Ross__Hendricks #thesisdrift once again

[ThesisDrifter @NonLinearRisk]

$NBIS moving 17% only bodes well for $BE, nice little pair trade from here. have been and will continue to be very long both

[ThesisDrifter @NonLinearRisk]

@WarrenPies @BobEUnlimited bear cope, only posting charts like this to feel better about themselves for missing an unprecedented move in stocks