Dylan

trader (equities, futures, and convertible bonds)

[Dylan @d_letap]

@ContrarianCurse Wp on this trade - any juniors in that space you’re eyeing?

[Dylan @d_letap]

@taobanker @otis3737 The field mapping must’ve been a pain in the ass 😂 but sounds like it’s worth it net net

[Dylan @d_letap]

@taobanker @otis3737 Pretty incredible - what’re the pitfalls you see using this?

[Dylan @d_letap]

@ContrarianCurse That $SAP print….is that really mainly from the cloud backlog implying a Q4 decel or seeing other factors?

[Dylan @d_letap]

@ContrarianCurse Any thoughts on $ALAB on the semis bid?

Over 80% share in the PCIe retimer market and one of the leaders with silicon connectivity in AI servers

[Dylan @d_letap]

@ContrarianCurse Long auto repair shops

[Dylan @d_letap]

@ContrarianCurse Hope you’re feeling better man, sounded brutal

[Dylan @d_letap]

@ContrarianCurse You’ve been on a hell of a run - how many streaks of OP come to mind like this in your career?

Also, how have you managed the underwater scenarios? When you have hit that is your first thought flipping exposures?

[Dylan @d_letap]

@hetsoff_ @notail888 @Alice_comfy @lonextrades I think he’s talking about Lance but not sure if he’s trolling or just stupid bc he was Trilliums top trader

[Dylan @d_letap]

@lonextrades Well that’s just incorrect - the correct number is 8 figures lol but point and click is definitely not what it used to be

[Dylan @d_letap]

@KevinLMak Huge year, congrats Kevin!

[Dylan @d_letap]

@KevinLMak Incredible to see the street estimates come up to your targets/estimates in the last 3-6 months. Absolutely killed it

[Dylan @d_letap]

@taobanker This is essentially Thanksgiving conversations 😂

Like I’m not gonna just second your random theory that I have no research on bc I know if I confirm it some misplaced conviction clicks in their mind lol

[Dylan @d_letap]

@ContrarianCurse Surprised no $INTC after recent slide - it’s still well off from where you mentioned but pressing the $TSM $INTC trade makes sense still

[Dylan @d_letap]

@davey_juice LatAm trader here - few gems within Chile but $ECH is great general exposure. $SQM is a strong Chilean Lithium supplier, interesting intersection of power and regional outperformance in Chile imo

[Dylan @d_letap]

@MikeKingTrades The traders there are not using stuff from the education arm but this is comedy 😂

[Dylan @d_letap]

@leveragedbets Have no view on some of the other firms mentioned but SMB should not be included in that view imo. Obviously an entirely different firm/structure than the ‘legit’ firms mentioned

[Dylan @d_letap]

@solo_trader @leveragedbets Thanks for highlighting this. Was on the SMB desk for a few years and can vouch for the incredible amount of money made at that firm

[Dylan @d_letap]

@ContrarianCurse Sooo unfortunate…have been learning a lot from your substack and posts on here. Appreciate what you’ve shared

[Dylan @d_letap]

@PegasusFund @ContrarianCurse I literally sat back for a sec…my favorite one:

‘do you buy futures? how do you buy before market open?’