Venkat Munn

[Venkat Munn @NotVMunn]

@__tinygrad__ Imo, the memory companies trying to prevent cyclical downtrends.

[Venkat Munn @NotVMunn]

@SayNoToTrading its hilarious you are such a staunch anti-tom lee.

[Venkat Munn @NotVMunn]

The $MRVL / $GOOGL deal is interesting.

$GOOGL gets a warrant for up to ~58.97M MRVL shares at $206.58.

Most of the warrant vests based on Google buying $MRVL products.

One tranche for every $500M of qualifying revenue.

[Venkat Munn @NotVMunn]

@SayNoToTrading god, i would love to see $NBIS back on 140s or below. i would inhale that

[Venkat Munn @NotVMunn]

@LEAPTRADER_ Hoping the higher yields bring down $mu. So I can go all in

[Venkat Munn @NotVMunn]

@SayNoToTrading Wish you had a savvytrader subscription

[Venkat Munn @NotVMunn]

@ChrisCamillo You'll be a god if you guess $ttwo right. But, my risk appetite doesn't let me in.

[Venkat Munn @NotVMunn]

@ChrisCamillo @SiltasInvest $ttwo hard to imagine there will be a short term reaction. Its all priced in

[Venkat Munn @NotVMunn]

@optionscjp His timeliness are different. Trust

[Venkat Munn @NotVMunn]

When everyone on X predicting a raging bull run. It's inevitable we gonna have a red candle

[Venkat Munn @NotVMunn]

@KrisPatel99 werent you super bearish few weeks ago.

[Venkat Munn @NotVMunn]

@jiahanjimliu @RealJimChanos I am surprised you are a staunch bull of $IREN, after all the shady stuff the board members do.

[Venkat Munn @NotVMunn]

@anni_sen Also Chinese sales weren't reflected too

[Venkat Munn @NotVMunn]

@Sam_Badawi Finally some good news on this $SHLS

[Venkat Munn @NotVMunn]

@jukan05 @__tinygrad__ fyi

[Venkat Munn @NotVMunn]

@Venu_7_ Thoughts on $VSH

[Venkat Munn @NotVMunn]

@SayNoToTrading Yea, you wont be able to predict when the bubble bursts. We could have very low P/e until the last day of Memory bull cycle.

[Venkat Munn @NotVMunn]

@Sam_Badawi It is below 200 day ema without consolidation. @Sam_Badawi wouldnt approve.

[Venkat Munn @NotVMunn]

@SayNoToTrading Am in same domain as $crbs, alot of scalability concerns needs to be addressed. Before I start believing in it.

[Venkat Munn @NotVMunn]

@Sam_Badawi It was because of me. I sold my $BTC yesterday to generate liquidity, I got you sam!