Andrew Del

Gambling like druck sept 92

[Andrew Del @Andrewdelro]

I’m gonna start buying Cryptocurrencies again. Can’t wait to dump it on people who didn’t believe me and are FOMO buying at 2025.

[Andrew Del @Andrewdelro]

$PAY looks likely to be the next leader

[Andrew Del @Andrewdelro]

Took another month before it materialized. Wild

[Andrew Del @Andrewdelro]

Back to stalking this trade. Memory might be the play to short.

[Andrew Del @Andrewdelro]

$NBIX looks to breakout ATH. Hmmmm

[Andrew Del @Andrewdelro]

$HBM looking juicy af

[Andrew Del @Andrewdelro]

Back to stalking this trade. Memory might be the play to short.

[Andrew Del @Andrewdelro]

Watching $MU and $SNDK for a blow off top short the coming days/weeks.

[Andrew Del @Andrewdelro]

$TWLO continues to look good.

[Andrew Del @Andrewdelro]

Short bond futures.

[Andrew Del @Andrewdelro]

Sk hynix just did a fuck you candle today. Thesis invalidated for now.

[Andrew Del @Andrewdelro]

$KOSPI just cracked today. Might be the day to short memory and semis who are overextended.

[Andrew Del @Andrewdelro]

Watching $MU and $SNDK for a blow off top short the coming days/weeks.

[*Walter Bloomberg @DeItaone]

SENATE CONFIRMS KEVIN WARSH TO FEDERAL RESERVE BOARD IN 51-45 VOTE

[Andrew Del @Andrewdelro]

Watching $MU and $SNDK for a blow off top short the coming days/weeks.

[Andrew Del @Andrewdelro]

Breakouts from big bases should be the focus this earnings season.

$TWLO $TXN $DAVE $NBIS

[Andrew Del @Andrewdelro]

@TedHZhang $TWLO just broke out of a big base with beat+raise

[Andrew Del @Andrewdelro]

No crying in the casino!

[Andrew Del @Andrewdelro]

Out for a small win. Intra day price action looks weak. Don’t wanna hold this over the weekend with alot of uncertainty.

[Andrew Del @Andrewdelro]

nibbled on $NBIS at 112. might have legs even through Hormuz uncertainty. Just a momentum trade. Wish me luck

[Andrew Del @Andrewdelro]

$VG long for an LNG play esp with Hormuz closure

[Andrew Del @Andrewdelro]

If there's a strait of hormuz implies there's a gay of hormuz

[Andrew Del @Andrewdelro]

AAAAAAAAAAAAAAAAAAAAAAAAAA

[Andrew Del @Andrewdelro]

Historical Analogue

- Primary: 1973-74 OPEC embargo (65%) — oil shock + employment stagnation + trapped Fed
- Secondary: 2006-07 (35%) — bank breakdown while S&P holds near highs