Bocchi the STONK

investor | 23 y/o selfmade millionaire | trading to fund nightly magical girl activities | the market is a temple and i am its shrine maiden

[Bocchi the STONK @bocchitheSTONK]

Updated conviction/comfortable sizing tier list. Inside bracket is what I consider to be a single position (even if it’s 2 tickers)
500k+: $intc
100k+: ($miax/ $cboe); $rklb
50k+: $now; $asts
Smaller positions: $intr; $rddt; $mda; $NBIS
Selling all non-intel semis on the next bounce I swear

[Bocchi the STONK @bocchitheSTONK]

You will never see as many great normal investors or traders as autists, period. end of story.

I believe neurotypicality and trading are incompatible. I immediatly pulls money from any managers who cannot produce a physician-certified autism diagnosis.

As soon as a manager ditch his model trains or stop obcessively oversharing his amature radio set up, redeem immediatly. You can automatically subtract 10-20% from any manager who can produce a small coffee talk without going into obscure details about their special interest.

By the time I was 21 I had 100k reddit karma in r/warhammer40k, modded 4 discord servers, and memorized over 100 service patterns from every major japanese private railway. That's all I did as a child. I got my 10,000 reps.

[Сarm1ne @carm1nee]

Paul Tudor Jones: "you will never see as many great women investors or traders as men, period. end of story"

this is him explaining why he believes motherhood and trading are incompatible, why he immediately pulls money from any manager going through divorce, and why he thinks peak trading ability expires at 29

"as soon as that baby's lips touched that girl's bosom, forget it. every single investment idea, every desire to understand what's going to make this go up or down is going to be overwhelmed by the most beautiful experience which a man will never share"

"as soon as my manager is going through divorce, redeem immediately. you can automatically subtract 10-20% from any manager going through divorce"

"by the time I was 21 I had a PhD in probabilistic theory. I played poker, backgammon, bridge, monopoly. that's all I did as a child. I got my 10,000 reps"

bookmark & watch the full 7 minutes ↓

[Bocchi the STONK @bocchitheSTONK]

$RKLB beauty is in the eye of the bagholder

[Misaka Mikoto @soulbiri1]

Although semiconductor stocks have recovered substantially in the past few days and may soon resume their leadership role, the recovery in $INTC has been comparatively muted.

At $112 I plan to keep an eye on it for now. An entry closer to $100 seems great R:R

See Intel catgirls

[Bocchi the STONK @bocchitheSTONK]

Dudes ability to buy at the top and sell at the very bottom was absolutely uncanny

[sive_all_in @JaeryangY65697]

$sive 전량 매도 마지막 글...
93sek에 샀던 $sive 36 sek에 팔고
여자친구한테 이러한 사정이 생겼다
이번 생은 결혼 힘들거같다고 애기하고 헤어지기로 했습니다...

또한, X를 맹신해서 샀던 저의 불찰도 크지만 떨어질수록 티배깅하는 듯한 x의 글들 및 가끔 봤었던 에펨코리아 도 들어가보았으나 제 글이 박제되어 조롱?하는듯한 글이 보이더군요

네 전부 저의 잘못입니다 돈을 가볍게 여기고 누워서 큰 돈을 만지려고 했던 저의 불찰입니다. 평생 모은 8천만원정도를 날리고 저는 늦은 나이에 다시 재기해버려고 합니다... 수년의 시간이 또 걸리겠죠

저같은 일들이 다시 안일어나길 바랍니다.
모든 분들이 기관이나 인플루언서의 덤핑에 속아나지 않길 바랍니다.

저는 오늘부로 모든 주식을 접고 떠납니다.
모두 건승하십시요..
제가 맞아보니 피해의식처럼 모든 sive 추종자들이 했던말 또하고 한 사람의 ip처럼 느껴지고 정신병이 걸릴거같더군요...
또한 난 4sek에 사서 80sek에 팔랬는데? 이런 글들 보니 꼭지가 돌아버릴거같습니다 ㅋㅋㅋㅋㅋㅋ
다들 건강하시고 돈 많이 버시길...

[Bocchi the STONK @bocchitheSTONK]

Basically the situation
$ASTS

[Mike @BlackScholesMan]

https://t.co/x21un8Yk2A

[Bocchi the STONK @bocchitheSTONK]

@JaeryangY65697 Mate, please never ever ever ever trust any single person 100% in the financial market
Everyone is ultimately only responsible for themselves
Don’t buy because you believe in an influencer, only when you know the stock. Always think critically of why you can be wrong

[Bocchi the STONK @bocchitheSTONK]

This is genuinely sad wtf

[Bocchi the STONK @bocchitheSTONK]

Bro…😭

[sive_all_in @JaeryangY65697]

Today’s my birthday… but $SIVE has crashed so hard I’m sitting here drinking by myself, stressed out and trying to figure out what to do. I can’t even see my girlfriend—the girl I’m supposed to marry.
Please wish me a happy birthday and tell me not to worry too much…

[John Galt @AtlasShrug1]

@DGretta_Author Most of them are on here posting screenshots of their performance alongside irresponsibly concentrated portfolios 😂

[Bocchi the STONK @bocchitheSTONK]

also have peng but i forgot

[Bocchi the STONK @bocchitheSTONK]

Updated conviction/comfortable sizing tier list. Inside bracket is what I consider to be a single position (even if it’s 2 tickers)
500k+: $intc
100k+: ($miax/ $cboe); $rklb
50k+: $now; $asts
Smaller positions: $intr; $rddt; $mda; $NBIS
Selling all non-intel semis on the next bounce I swear

[Bocchi the STONK @bocchitheSTONK]

@Grimpler9 @real_sunny_long Basically new glenn was under development for soooo long that it doesn’t fit the launch market anymore. The heavy lift capacity is useless other than NSSL lane 2

[Bocchi the STONK @bocchitheSTONK]

@Grimpler9 @real_sunny_long There’s no business case out of LEO and NG’s payload capacity decreases very quickly beyond LEO.
I wouldn’t argue that heavy lift NG is more technologically impressive, but they are overbuilt imo. SPB once said a majority of satellite launches are <10t

[Bocchi the STONK @bocchitheSTONK]

@real_sunny_long When neutron flies yes. Right now no

[Bocchi the STONK @bocchitheSTONK]

50k tier:
$NOW ex boyfriend works there, ai won’t kill them. Dump unjustified.
$ASTS get the satellite up there and the fcf math prints like crazy. New Glenn fucked them for sure but no direct competitor except starlink v3, at which point f9 can launch bluebird.

[Bocchi the STONK @bocchitheSTONK]

$RKLB: bullish on space systems and believe neutron is correctly designed to capture its intended market. Bull case become another spacex and 300b mcap by early-mid 2030s; even in bear case their space systems business provides good bottom line compared w/ other launch providers

[Bocchi the STONK @bocchitheSTONK]

Got my first block lol

I’m fairly certain neutron is delayed to mid 2027, and possibly later than relativity’s Terran R and stoke’s nova. But I don’t even care tbh. These two can go first. Neutron is a better rocket from a design standpoint. So if the news of delay breaks out and the stock drop, I will buy more.

Even in a scenario where neutron is kaput or severely delayed, $RKLB ‘s space systems business is greatly under appreciated. If starship can cut launch cost to what Elon promised, rklb’s space system division is gonna eat good, even if their launch vehicles suffer.

If anything, iridium acquisition makes me feel like the management is confident that neutron is gonna happen.

[Bocchi the STONK @bocchitheSTONK]

@deepvaluedude Looks obviously ai generated with an already given bear bias and telling Claude to fill out the logic. Doing dd backwards

[Misaka Mikoto @soulbiri1]

Neocloud stocks and which member of the Nakano sisters from the Quintessential Quintuplets anime they are:

Miku : $NBIS - Best girl. Quietly brilliant, long underestimated but the deepest thinker of the group. Has amazing character development reflecting the transformation from Yandex to the premier full stack AI cloud. Her passionate obsession with Sengoku era generals mirrors $NBIS focus on execution.

Nino : $CRWV - Loud, aggressive, and confident. Large institutional backlog by big name hyperscalers mirrors Nino's boldness and pride. The first big mover in the neocloud space and with romantic developments with Fuutarou.

Yotsuba : $IREN - The most energetic member of the group, reflecting $IREN's large secured energized capacity. But notoriously has the worst grades of the sisters and struggles academically.

Ichika : $CIFR - Adaptable and pragmatic. An aspiring actress much like $CIFR aspiring to transform from mining company into AI infrastructure through colocation.

Itsuki : $BRUN - The youngest of the quintuplets, still figuring out her identity, but a lot of her story will be written by future execution.