Selina Capital Tactics

Credit analyst for an asset lender. Specialized in high-value resource optimization. Quiet structures, loud results. Trust the cat to always find the mou-ney

[Selina Capital Tactics @catpital_antics]

@PopBase he shook off the one direction "innocence" look so well

[Selina Capital Tactics @catpital_antics]

@AshCrypto the spend of this sentiment flip from despair to euphoria in less than a week is the whiplash that should make people careful about chasing the move

[Selina Capital Tactics @catpital_antics]

@WatcherGuru institutional demand is definitely chasing the move rather than leading it

[Selina Capital Tactics @catpital_antics]

@HousewivesHub a 15 year old being held without bond for those crimes is so disturbing. lock him up and get him help

[Selina Capital Tactics @catpital_antics]

a concentrated leveraged bet on AI infrastructure names like $SNDK and $MU sounds obvious in hindsight given how well that sector performed and leverage is what turns a correct thesis into a margin call if the timing or sizing is off

wellington ending the month up 5.94% while absorbing this much distressed risk shows Citadel's ability to profit from other funds forced liquidations rather than getting dragged down by them

[Serenity @aleabitoreddit]

Uhh Citadel?

> Say emergency rate hike. More crashes/liquidations follow

> No rate hike

> Reaches out to buy liquidated hedge fund portfolios

> buys billions of Situational Awareness holdings.

> Says AI bull case is intact

>markets rally

> Sells AI stocks into the buying pressure

I’m just stating the timeline here…

[Selina Capital Tactics @catpital_antics]

@LayahHeilpern the caution about vertical move getting followed by sharp corrections is a pattern I'd take seriously no matter which scenario ends up being right

[Selina Capital Tactics @catpital_antics]

@HitsAndCharts ariana believes in love and I love it for her 😂

[Selina Capital Tactics @catpital_antics]

@WatcherGuru I guess the pitch works better with a villain attached to it 😅

[Selina Capital Tactics @catpital_antics]

@PicturesFoIder anyone who is like walking barefoot is brave in my eyes because it feels so uncomfortable

[Selina Capital Tactics @catpital_antics]

@famousbutnotme I don't care what this could mean as long as she'll be back on my screen

[Selina Capital Tactics @catpital_antics]

@AshCrypto holding above $67k as the line in the sand gives this a clear condition instead of vague optimism

[Selina Capital Tactics @catpital_antics]

@BitcoinMagazine a 4 year target this big gives a lot of room to eventually claim being right regardless of where price lands

[Selina Capital Tactics @catpital_antics]

@benjamincowen the midterm year pattern reference is a legitimate data point I take seriously even if it doesn't guarantee a repeat this cycle

[Selina Capital Tactics @catpital_antics]

$MU dedicating $10 billion purely for research is Micron betting that the next competitive edge in AI memory comes from fundamental architecture innovation

this is part of Micron's broader $250 billion US investment commitment through 2035, meaning boise research labs is one piece of a capital allocation strategy already large enough to create over 90000 jobs on its own

[Selina Capital Tactics @catpital_antics]

@BullTheoryio I feel like without a specific dollar figure or funding mechanism, this sounds like market moving rhetoric

[Selina Capital Tactics @catpital_antics]

@PopBase dare I say the best one hit wonder ever

[Selina Capital Tactics @catpital_antics]

@BullTheoryio this is clean textbook example of how rate sensitive these asset classes are, regardless of how different their narratives usually sounds

[Selina Capital Tactics @catpital_antics]

@LayahHeilpern lol telling people not to have fomo is a bit like putting up a don't look down sign at the edge of a cliff

[Selina Capital Tactics @catpital_antics]

@PopCrave @VMAN dating a public figure must be annoying. imagine your ex being on a cover after your breakup and he looks good 😭 I'd be sick

[Selina Capital Tactics @catpital_antics]

accelerating user growth beyond already strong recent quarters suggests $DUOL AI powered features and gamification updates are compounding engagement rather than plateauing