@TheAIShrink@StockSavvyShay Is there a list of the 16 customers somewhere? I want to shirt their stocks when prices start to collapse and they are forced to take chips at perhaps 2 to 3 times market t.
@vptrades@Mr_Derivatives And yet qqq is still outperforming spy on the year. Mean reversion or the qqq leading us up and now leading us down. That is the question in my mind
@801010athlete I lived through that period but lost my ass trying to dip buy because it always went back up. We are setting up for another period like thst I think.
@pelositracker Just because trump backed it doesn't mean it will succeed. IBM has crappy management and hasn't executed on anything meaningful for decades. I wonder how intc will do as well. Same story.
@Mr_Derivatives I think it's because they have to take on massive debt to meet their commitments in ai. If anything goes south there they are in serious trouble. May also need to dilute too. The leverage being taken on in this ai super cycle is one thing I think people are missing.
@gregarizona@KobeissiLetter That 28 year old has known nothing but a 17 year bull market where everything goes up even bear markets only last three months.
@JimJame74888138 Not a crash but I'll take a 6 percent pullback in the qqq. Reloaded TQQQ yesterday for the ride back up. Semis also gave a nice 20 percent pullback