Mike

[Mike @OG_PViews]

@ardizor From quick glance at profile, you literally just trade shit coins. Have some self awareness jesus

[Mike @OG_PViews]

@wolfgangkasper Turns out they were actually wrong. Only a small % of shares unlock Monday

[Mike @OG_PViews]

@AtlasShrug1 @Temple_Eight If temple8 outlook is on point and showing signs of playing out as expected seems like I’m gonna wanna be aggressively raising cash and mostly on the sidelines by early fall anyway lol. Of course easier said than done

[Mike @OG_PViews]

@Temple_Eight @AtlasShrug1 Also, $BWA calls been printing. Seems like market becoming increasingly aware of potential data center upside. Thanks for putting it on my radar 🤝

[Mike @OG_PViews]

@Temple_Eight @AtlasShrug1 Trimmed half my NBIS back around $100 and never re-added/averaged up 🤦🏻‍♂️.

They pumped it only to then quasi-panic sell on what looks like misinformation lol. Regardless, does feel like low-mid $20s dip will come and seems like decent RR there.

[Mike @OG_PViews]

@Temple_Eight BTW, how about NDK this week?! Crazy.

Also, couldn’t have been more wrong on my “rally narrowing back to big tech” take last week lol. Do still like amzn (and goog to lesser extent) around these levels esp if they continue to fall next week for spacex liquidity

[Mike @OG_PViews]

@Temple_Eight Super impressive man. The technical prowess/understanding is evident and a clear differentiator vs. many of the other accounts out there

[Mike @OG_PViews]

@Temple_Eight Look forward to the follow up article. If you don’t mind me asking, was your professional background in finance or tech?

You seem to have really good understanding of both macro econ and the nitty gritty technicals of AI tech/semis. Most acnts it’s 1 or the other

[Mike @OG_PViews]

@Temple_Eight Gonna reread the fall from grace article tonight. Think Ive let the “AI super cycle” euphoria subconsciously alleviate private credit concerns or at least convince me its not severe enough to cause a legit crash…don’t wanna be the idiot still holding the bag when it comes lol

[Mike @OG_PViews]

@Temple_Eight True. Yeah certainly not trying to hold through something like that lol

[Mike @OG_PViews]

@Temple_Eight I ask specifically bc starting to think about upcoming taxes (lots of options lately lol) and kinda tempted to hold majority of “core longs” for AI cycle and just raise a little cash/eliminate leverage rather than keep increasing tax bill w/ more realized gains

[Mike @OG_PViews]

@Temple_Eight How bad you expect eventual correction to be? True prolonged bear market or just a Q or 2 correction? Ik there’s a lot of variable factors that presumably play into your expectations

[Mike @OG_PViews]

@Temple_Eight Got ppl writing “high conviction docs” on defensive consumer plays with dividends in the discord I’m in lol..seems a bit early for that 😂

[Mike @OG_PViews]

@Temple_Eight Love to hear it. People getting warped from 9 straight green days thinking 1 red with some AH selling means top is in. Maybe I’m partially guilty myself, confirming your bullishness still intact lol

[Mike @OG_PViews]

@DeepValueBagger @AdityaInvests90 Starting to agree. Almost feels like the acnt is getting paid to promo other acnts. Still not sure he ever posted any real/original DD on ONDS…just keeps proclaiming he’s “done the work”

[Mike @OG_PViews]

@Temple_Eight Yeah i’m holding tight. Just was surprised to see it surge to that extent - on an earnings report catalyst - only to give it all back. Guess it kinda goes back to what yourself and @AtlasShrug1 alluded to about the PA pre-earnings and nature of such a tiny MC

[Mike @OG_PViews]

@Temple_Eight In the current market, I like playing the 2x (along w LITE 2x) for quick trades when they’re down 15%+. Jumped in both on Thursday and sold today