Brad

[Brad @bczorb]

@elerianm What Trump says isn't wrong... my counter would be that the country isn't doing very well...

[Brad @bczorb]

@FusionptCapital Only after faking everyone out the day before with a complete reversal of a gap lower and rabbid buying

[Brad @bczorb]

@SJosephBurns These types of policies also introduce unnecessary complication in the process as always. Do you own a home? Is it paid off? Are you a senior citizen? Are you retired? Forget all that, everybody pays the same simple end of story.

[Brad @bczorb]

@SJosephBurns I’m all for cutting government spend and waste, I just don’t see why one single group of citizens gets to benefit.

[Brad @bczorb]

@RudyHavenstein Another guy I follow on Twitter was posting today that he thinks we are about to start the parabolic part of this advance. If parabolic hasn’t happened yet then I guess I don’t know what we’d call this pre-parabolic move…

[Brad @bczorb]

@jedimarkus77 On a related note I see $SPXC on the leaderboard this morning and up 10% past 3 days. Maybe they're rotating from $SPCE to $SPXC... and then finally they'll figure out that SpaceX is actually not trading yet...

[Brad @bczorb]

@cfromhertz Yes I appreciate your process - it's a good framework across all environments and helps mitigate risk. I'm just commenting that these days it seems like it would be just as effective to buy dips in any name that is part of the AI theme

[Brad @bczorb]

@Convertbond I would argue it’s not one of the greatest runs for a risk assets. It’s one of the greatest runs for a small segment of risk assets, and all of the money is pouring into that particular segment.

[Brad @bczorb]

@jedimarkus77 At this point, I feel like we are in the 20th inning

[Brad @bczorb]

I’m being sarcastic. Orderly price action is rational, occasional impulse moves as the market digests new news are rational. I’m not seeing much rationality in the way semis, quantum names, etc are being traded. Dominated by speculators seeking maximal profit on the shortest of timeframes.

[Brad @bczorb]

@longshortmkts @TheFlowHorse Agree, all the fast money is being recycled on a daily basis right now. One day it's chasing Mag7, the next day semis, the next optics, the next space.

[Brad @bczorb]

@charliebilello $NVDA earnings are the bubble

[Brad @bczorb]

@RampCapitalLLC Around the same price as the ultra filtered milks like core power. Even at Costco theyre priced at somewhere over three dollars per bottle. Smart shoppers could just buy a bottle of skim milk for less than a dollar and get more protein.

[Brad @bczorb]

@Clement_Ang17 @ZorTrades The cycles are definitely faster and the momentum is getting more narrow and more aggressive. Just this week… DELL, ARM, CRDO all up nearly 50% in four sessions. Meanwhile SNDK, LITE, NVDA take a breather.

[Brad @bczorb]

@MikeZaccardi One way or another it has to...

[Brad @bczorb]

@jeffreygtc @dampedspring Because they expect share price appreciation.

[Brad @bczorb]

@MikeZaccardi And that likely excludes Amazon, Meta, and Google…