David

Structural engineer, programmer, automation lover, AI, business owner, llm tinkerer, supercharging service industry using tech, TSLA, NVDA, PLTR

[David @davidyoope]

@AsonRags @alojohhardcore im sure plenty will pay $500 to make money whether beginner or expert :D

[David @davidyoope]

@RensonMkala @jonbrosio Not lying but lazy af

[David @davidyoope]

@alojohhardcore definitely some selling pressure at 226-227

[David @davidyoope]

@alojohhardcore Also exited all my positions from NVDA too. Never know what will happen on Friday so being cautious.

[David @davidyoope]

@alojohhardcore @rscpa123 UP AND UP 218!

[David @davidyoope]

@alojohhardcore @rscpa123 memory stocks going up way more than nvidia! ha

[David @davidyoope]

@alojohhardcore @AndersMcKrensh I dont want to be lucky, I want to be certain that I can make money year over year! Most fail to see the difference! Luck vs skill!

[David @davidyoope]

@alojohhardcore haha!

[David @davidyoope]

Honestly, the moment you think of your trading / investment as a business, this question about tax goes away entirely.

Tax for a business is no different than a cost of doing business. You can't run a business without paying taxes.

I feel like if you are not locking in gains because you are afraid of taxes, it is no different than not shooting your game winning shot because you are afraid it won't go in.

It took me years to think differently.

I wonder how others think about this.

[David @davidyoope]

@alojohhardcore locking gains all the time and by the end of the year, it sums up

[David @davidyoope]

@jaysinjailagain Great point. It is also great if you are in consolidation phase and most of the time, stock is bouncing between the high and low of the day and range bound.

With commission free brokers like Robinhood, you can scalp using cash secured put and covered calls daily.

[Alex Hormozi @AlexHormozi]

If you’re trying to catch up from behind, remember it’s okay to work weekends.

[Alex Hormozi @AlexHormozi]

You become undeniable the moment you decide mediocrity is unacceptable.

[David @davidyoope]

@SemiconductorsX @alojohhardcore thoughts?

[Semiconductor Insider @SemiconductorsX]

BofA dropped an interesting scenario for $MU Micron 👇

BofA applied SanDisk-style assumptions to Micron:

• 15%+ annual sales growth
• Sustained 80%+ gross margins
• 50%+ free cash flow margins

Under this “SNDK-like” model, MU’s FY30 numbers look very different from consensus:
Sales: $377B (vs consensus $280B)
EPS: $236 (vs consensus $136)
EPS CAGR FY26-30: 34% (vs 17%)

Consensus still models a classic memory peak-and-decline.

BofA’s scenario shows earnings power continuing to climb through 2030 if the high-margin structure holds.

Key takeaway: If AI demand + long-term contracts really change the old cyclical pattern, valuation multiples could expand from today’s low single digits toward AI-infra levels.

Not a prediction, just the math BofA is showing. Always do your own research. $SNDK #Semiconductors #AI

[David @davidyoope]

@alojohhardcore yep, it was a noise. until it breaks out of 930-950 region, i think it would be wise to continue buying at the low and selling the pop based on the corridor method.

[David @davidyoope]

@BullTheoryio Why the fuck are they halting both up and down?

[David @davidyoope]

@colin_gladman Not yet, they need to finish watching morning kdrama

[David @davidyoope]

@itsjcmerlo Yea agreed