@chiptomunk Careful you might upset people who cannot read financial statements, model, and have zero background in finance they will be super angry and tell you ARR went up!
@Temple_Eight Gotcha, looking forward to the piece, this is the ultimate litmus test because I agree with DXY and fed we might finally see a real crash on the broader index but my LNG names are true investments
@EndicottInvests Im crying 😂 “The communication. I very much understand English is not their first language and so they need pre scripted FAQ but the call sucked.” Why can’t you ever be honest and just say that was weird and not good im Russian and Ill tell you this, their english is fine
@pennycheck Any thoughts on $DXY reaching over 103 for first time this FY? metals and equities will want lower if DXY breaks out but people will want to fight fed and the dollar…seems like much more pain coming
@DeepValueBagger I don’t think she would be a good pick either, he never really had his Jassy per say so they might be super fucked if they don’t nail this, intrinsic value is probably around $120 maybe lower with no Jensen premium
@J5jayfive You cannot fight the fed, none of these tech stocks will reach their previous highs for many years, if you want to be bullish be long $DXY and if you insist on tech sell every rip, doesn’t matter who you are technology does not supersede the ways market function
@AtlasShrug1 You cannot leave until you give the final signal to swim naked on $DNN & $CCJ waiting for the DXY flush before truly deploying into commods
@RealMattMoney While everyone bought AI dip I was buying 3500 new shares of $NEXT at 5.75, truly grateful the market allowed me to buy again under 6 after those earnings, commods will definitely outperform tech in any situation where broader spec falls or $DXY rips
@babyfolio No Im a regular guy who made a sensible comment, you see the likes people agree…its not coming out of a place of hate either, just feel this post is misleading that is all