Hoping to hit 10,000 following and 30,000 followers soon ๐ค
Thanks everyone for sticking with me!
Also, isnโt it kinda hard finding people worth following?
Itโs tough to follow someone with zero tweets or commentsโฆ too weird ๐
Summer is really here now~ Yesterday's jobs data came in weaker than expected, so it feels like dollar longs are easing off a bit. Do you think USD/JPY has hit its peak? I'll talk more in a video.
Seems like a lot of people lost big on value stocks this year. Grabbed 'em cheap... then couldn't hold on, got tossed around by momentum, and lost even more. That's the worst.
Musk says Grok 4.5 is on par with Claude Opus.
- Running on xAI's 1.5T V9 model, Grok 4.5 is in private beta and going toe-to-toe with Anthropic's Opus.
- Currently being tested at SpaceX and Tesla to squash bugs.
- Built with RL, Grok Build agent, and training data from $6
AMD trade idea โ July 3rd 500 put ๐ก
๐ Trigger price: 503
๐ฏ Target: 494
๐ Stop: 508
AMD closed at 521.58. Itโs been stuck between 500 and 560 after rallying from 360. Todayโs 2% drop brought it near the low end, touching 502.61. If it breaks under 503, we could see
Central bank moves look huge in the news.
But they don't create new dollars.
They don't cut the oil bill.
They don't fix the trade gap.
They don't stop companies and banks from needing more dollars tomorrow, next week, next month.
These fixes fade fast during a re
People who totally missed the AI semiconductor rally are calling it a bubble and licking their wounds together. How cozy๐ฅน
They're way off, but honestly things could've gone a lot worse for them.