Chris Delaney

Software engineer, Professional Trader.

My free substack site and discord have trade setups and analysis.

[Chris Delaney @csdelan]

$NVDA

March 2023: ~$27 price (split adj) P/E ~150
June 2026: ~$219 price (split adj) P/E 33

So the P/E ratio has collapsed by 5X at the same time you got a 800% return in the price!

Let that sink in..... then read on (cont)
$AI #Bubble #Valuations

[Chris Delaney @csdelan]

@DaveShapi of course it will be bifurcated. It's already happened with Mythos, and that's just the beginning of a big trend IMO. There's no way that the AI elites would want a level playing field with us "peasants". No way that would ever happen voluntarily. Zero chance.

[Chris Delaney @csdelan]

@DanielPriestley I would argue that the system that works in the "REAL" world is the better system. All other arguments are theoretical and just ignoring practical reality.

[Chris Delaney @csdelan]

I always chuckle when I hear the term "fair share". That's subjective. They already pay for the majority of government spending today. that's not "fair"?
But more importantly, everyone should know by now that government wastes money relentlessly, and they have demonstrated zero ability to manage a budget in any capacity beyond a 1st grade level. Why on Earth would you want to raise even more taxes to allow them to waste even more? It's non-sensical.

[Chris Delaney @csdelan]

@omgsidewalks We have crony capitalism now, it's not what it used to be. 'We already have a nanny state where people are dependent on government to survive, and this is why the country is in systemic decline. Gov't dependence leads to very bad things as governments exploits over time.

[Chris Delaney @csdelan]

@WendorfGreggB @iqrafatma1278 The standard change. 20% is now standard, and I already am seeing signs that it is increasing to 25% standard in the coming years. Back in the 70's 10% was the standard. It increases over time, who knows how high it will eventually go.

[Chris Delaney @csdelan]

@ZolaInRecovery @billdubs @elonmusk well then why blame his for it and call him evil because of it. Makes no sense.
He does great things with his money, for the better of humanity. If everyone spent money as wisely as Elon Musk, the world would be a much better place.

[Chris Delaney @csdelan]

@LouMannheim87 @CommieOwner5000 @grok @adamtaggart or maybe you're continuing to evade a very simple question and gaslighting everyone into thinking that you already have lol. when everyone can see plainly that you have not.

[Chris Delaney @csdelan]

I know it sounds absolutely crazy.... but it's a lot less crazy than you think. well into double digit for sure.

[Peter H. Diamandis, MD @PeterDiamandis]

Triple-digit GDP growth by 2030 sounds insane until you remember every guess we've made this decade has been too conservative, not too bold.

[Peter H. Diamandis, MD @PeterDiamandis]

Never, ever, ever... bet against @elonmusk .

[Chris Delaney @csdelan]

@RyanM1066 @richytee @Liathetrader risk unit. 1R = your loss if you stop out

[Chris Delaney @csdelan]

@SteveOnSpeed Fed

[Chris Delaney @csdelan]

@unusual_whales No one in the world believes this crap anymore. But the stock market still reacts every single time to the tweets. Hmmmm.....

[Chris Delaney @csdelan]

@SenWarren Read my lips.

NO NEW TAXES of ANY kind until you BALANCE THE BUDGET permanently. And crack down on Government fraud and hold those responsibility accountable. Americans should not tolerate endless taxes to fuel endless spending with no matter who is being taxed.

[Chris Delaney @csdelan]

@senjabiru45 @TipRanks Poster Child example

[Chris Delaney @csdelan]

$NVDA

March 2023: ~$27 price (split adj) P/E ~150
June 2026: ~$219 price (split adj) P/E 33

So the P/E ratio has collapsed by 5X at the same time you got a 800% return in the price!

Let that sink in..... then read on (cont)
$AI #Bubble #Valuations

[Chris Delaney @csdelan]

@AndrewYang Well, this is a big step up from Bernie Sanders, so I do give you some credit.

But still, I will 100% strongly oppose all new taxes until the government balances the budget permanently, AND conducts widespread fraud investigations and hold anyone involved accountable.

[Chris Delaney @csdelan]

@akamyopinion @ubrought2tomany @BladeoftheS Why do you think Musk got attacked relentlessly when he go into Doge and started auditing? Same reason. The elites that benefit from fraud don't want audits, and they have all the power to kill these efforts.

[Chris Delaney @csdelan]

@kushika_twt Why not build them in space then? Nothing is colder.

Oh wait....we're planning that! nvm.

It's probably cheaper to build in space, ironically.... power, logistics, material transport, etc.

[Chris Delaney @csdelan]

Don't overthink it, but also never ever ignore risk management. Yes, take some profits as we become more and more extended. Have a system. Get out when major supports break. But beyond a few simple rules, Just follow the momo!

I cannot stress this enough.

[Chris Delaney @csdelan]

IGNORE THE BEARS! Follow price momentum. That's it.

Following momentum IS, HAS, and ALWAYS WILL BE the only way to trade a bubble. Full stop.

As I always tell people at times like this. RIDE IT 'TIL THE WHEELS FALL OFF! Don't overthink it. (cont)