Bigideattm

[Bigideattm @BGIDttm]

@ozzy_livin I'm not disagreeing with your call, but i just don't know. bitcoin being able to pump after extremely hawkish fed and surging usd is definitely concerning. wouldnt have thought it was possible

[Bigideattm @BGIDttm]

@ozzy_livin Is bitcoin likely to follow gold's path?

[Bigideattm @BGIDttm]

@ozzy_livin I’ll play

[Bigideattm @BGIDttm]

@ozzy_livin I feel like warsh didn’t really say anything meaningful. Are you still bearish bitcoin?

[Bigideattm @BGIDttm]

@ozzy_livin I just mean I don’t see them moving in the same direction. High oil should more likely pressure stocks

[Bigideattm @BGIDttm]

@ozzy_livin *Aug 21, not Aug 17

[Bigideattm @BGIDttm]

@ozzy_livin Got it, though honestly, if he expects 👸🦥 to return Aug 10 and then vol to expand after Aug 17, that's an incredibly tight window for vol compression...

[Bigideattm @BGIDttm]

@ozzy_livin I'm surprised. Didn't cem say volatility compression would last until august opex and therefore stocks would be well supported until then?

[Bigideattm @BGIDttm]

@stevehou I thought the war was all wrapped up in June. I’m honestly surprised it escalated again, though trump could back off yet again…

[Bigideattm @BGIDttm]

@Rebellion Hi - are there any plans to add multiplayer capability to EE?

[Bigideattm @BGIDttm]

@ozzy_livin Are we most of the way through your projected btc bear market? (nice call by the way)

[Bigideattm @BGIDttm]

@CapitalFlowApp That's weird, considering your NEM post earlier. Why are there so many NEM calls and GLD puts being simultaneously bought?

[Bigideattm @BGIDttm]

@stevehou Also, can I get your thoughts on China? They’re lagging the US ai trade so hard but alibaba has the most widely used ai model in Asia. Think there’s a catch up trade for China?

[Bigideattm @BGIDttm]

@stevehou I agree the US wants strikes to last just a day or 2. But Iran’s response will likely determine the length and damage of the conflict. If they respond by knocking out critical energy and desalination infrastructure, I think the world will be in a lot of pain

[Bigideattm @BGIDttm]

@StockMKTNewz I think it's simply because they're going to raise prices in response to memory costs. That's why they expect to be able to maintain margin at 48% despite rising memory costs. Notice how they didn't note that operating income will increase with rising revenue.

[Bigideattm @BGIDttm]

@jukan05 Sounds like revenue growth guided way higher than expected simply cause they're going to unexpectedly raise prices in response to rising memory costs. That would explain how they're maintaining margin at 48% despite significantly higher memory costs.

[Bigideattm @BGIDttm]

@WOLF_Financial Sounds like they're just unexpectedly raising prices. That's why margin % remains at 48% despite rising memory costs. Notice they didn't say operating income will also increase.

[Bigideattm @BGIDttm]

@wallstengine They're likely just raising prices. That's why margin % remains at 48% despite rising memory costs. Notice they didn't say operating income is also increasing.