TomsTruths

We're having too good a time today. We ain't thinking about tomorrow.

[TomsTruths @TomsTruths]

@Midnight_Captl IMO similar to deep seek moment. Kimi is good, however, capabilities are already showing to be slightly overstated with real world usage. Secondly, China will always understate cross, like deep seek training #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@MF_Camillus Wall Street was literally dumb enough to think that deep seek was trained with $6 million in January 2025, leading to big sell off. Yet 18 months later, they’re falling for the same trick #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@SouthernValue95 @edzitron He will never give you a real answer. Perma bears either respond with eloquent dribble to sound smart or with a question while never answering you #investing #trading #TomsTruths

[Just Another Pod Guy @TMTLongShort]

I have been blessed with a lot in life. But there is nothing I’m more grateful for than being born in this country.

Hard men I’ve never met have made untold sacrifices so that being American means so much.

Forever grateful. God bless America 🇺🇸❤️

[TomsTruths @TomsTruths]

@MelvinInvests Then they went on a negative $NVDA run with 3 straight articles, until earlier this week saying that Wall Street is underestimating their data center revenue by 20%. Trying to manipulate lower until ETF is up and running #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@anthonywoolf @SemiAnalysis_ Their last few posts have been negative $NVDA Even in Taiwan, Dylan was trying to downplay what Jensen and co are doing with the questions he was asking. Personally think it’s a cry for attention #investing #trading #TomsTruths

[Evergreen @evrgn11112231]

I don’t know who needs to hear this but single stock or sector drawdowns are normal, can happen frequently, can happen for any reason at all to include randomness and very rarely do the events themselves ever carry information value for the potential of the business or stock over any subsequent time horizons.

Most of my biggest winners in my career have had 30-50% drawdowns during my holding period and one of my biggest winners had a 70% drawdown before 12x’ing off the bottom with multiple 30% drawdowns along the way.

If this type of vol is too much for you to handle then it’s better to recognize that in advance about yourself and just index. If you are a professional the key is just to ask yourself in advance for everything that you own “would I be confident adding to this if it is 30% lower”?

[TomsTruths @TomsTruths]

@Midnight_Captl @SouthernValue95 Saying all that, I would not try to short $MU or memory, but these trades eventually end themselves. I think $MU and others raising prices indiscriminately, will hurt their long-term business #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@Midnight_Captl @SouthernValue95 I do believe that at least 1 hyper scaler, and maybe more have gone to this administration and basically saying that $MU and the Korean memory are going to hurt AI for America. Look at what happened with Fable #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@SouthernValue95 @Midnight_Captl Definitely what $MU has done and been wildly successful. Speculating here, but I can see $SPCX getting upfront checks from hyperscalers and $NVDA to ramp up memory production #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@SouthernValue95 @Midnight_Captl That would be a terrible business move by $MU More a company tries to drive short term profits, hyperscalers etc will create alternatives, even if that’s 12-18 months away #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@BenBajarin I agree with you, however…after the crazy up moves on $INTC $ARM $AMD etc mostly on future CPU revenue, $NVDA going up 10% from here on PC news would not be out of the ordinary #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@the_chart_life Fully agree. I always want tech and financials to be the top 2–3 sectors when the market is going up. It’s great that tech is doing its thing, but financials performance has me a little less bullish than I would normally be #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@TMTLongShort How about when he justified the PE of $WMT at 45 2 months ago, by saying, I know they will be around in 20 years, will software companies? Imagine being in tech, pumping AI and having that opinion on $WMT #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@TMTLongShort You’re 1 million % right. I went on a generational run from 2007-2011 in nightclubs on 10th Avenue and then meatpacking, once I started making $$$ and was single. Today’s generation wouldn’t understand.

[TomsTruths @TomsTruths]

@TMTLongShort In my 20s and single, NYC was great!! In my 40s now, if I was single, I definitely would be in Miami. NYC 10s are Miami 6s. Money manager and making move this yr, NYC to MIA, weather and taxes #investing #trading #TomsTruths

[Andrew Rocco @andrewrocco1]

Pay close attention to who you follow on here. Many of the popular accounts were shorting/dooming at the absolute lows. Always felt like a garden variety pullback to me based on technicals, seasonality, sentiment, and most importantly, bullish action in leaders

[TomsTruths @TomsTruths]

@TMTLongShort There’s a reason why Zuck showed him the door and proceeded to bring in SlackAI leadership for $14 billion #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@RyanDetrick I just finished reading this book, have read it a few times in the past. Like to read books like this when the market is down and many are complaining, helps me refocus. My favorite line is, that the real money is made doing nothing, just holding #investing #trading #TomsTruths

[TomsTruths @TomsTruths]

@Midnight_Captl It was a way for $NVDA to protect themselves from hyperscalers trying to squeeze them on prices or threaten to only use in house chips. That’s why $CRWV get the new $NVDA stack before all other companies #investing #trading #TomsTruths