daytrayd

husband, dad, son, friend, trader/treasure hunter

[daytrayd @daytrayd]

I think hyperscalers all rerating after GOOG capex raise/plan. I think they all have to raise and dilute, FCF projections coming down on these. Until the earnings for all the hypers, particularly META/MSFT inflect on their AI spending, its gonna be a hard sell this investment is worth it. Indexers preposition for quarterlies over weeks/months, but the net flows are minimal in the big picture and doesnt explain today/this weeks magnitude. But it doesnt help so the real answer is both, maybe we inflect post effective on the hyperscalers/megacaps. I think its GOOG more than indexers fwiw.

[daytrayd @daytrayd]

@Biohazard3737 Glad they not part of the grift but sad for the lack of face ripping rallies for these mega ipos coming .

[daytrayd @daytrayd]

@FCNightingale Feel that, invested in apartments when flush with cash from 2020-2021 performance. Bonus depreciation saved me taxes. And the investments went bust when rates ripped. I knew better that late in the cycle. Meanwhile, l my fund averaged over 30% for 5years. Whoops…

[daytrayd @daytrayd]

@Biohazard3737 when is it a buy lol??

[daytrayd @daytrayd]

@Biohazard3737 Tell that to someone long software 🫣

[daytrayd @daytrayd]

@BillAckman @elonmusk @SpaceX @SECGov @Tesla @elonmusk PLEASE!!!

[daytrayd @daytrayd]

@SchuermannChris @Biohazard3737 That’s not beer…

[daytrayd @daytrayd]

@Biohazard3737 YOLO

[daytrayd @daytrayd]

@Biohazard3737 I have a favorite saying when executing a strategy with edge, like you do. “They can’t all be winners”. On to the next one. MRUS it seems!

[daytrayd @daytrayd]

I have 4 kids, but is it possible that population decline is a survival instinct that we are overpopulated and must protect resources by self regulating our population? Then as populations decline, maybe the instinct to reproduce comes back? I would guess this isn’t true, as lower resource countries have larger population growth. There more variables than my mind can account for here without data, like family values, religious values, and egocentrism. I’m sure you’ve given it more thought and data analysis then I have, what’s your take on why? @elonmusk

[daytrayd @daytrayd]

@DavidFBailey As a large Naka holder from the pipe, I’m still unsure how UTXO helps Naka holders, please advise @DavidFBailey

[daytrayd @daytrayd]

@muddywatersre Note the avg daily volumes mysteriously went to 15-20mm a day . Some of these “unlocks” are based on adv, total scam

[daytrayd @daytrayd]

@muddywatersre I’m already here!

[daytrayd @daytrayd]

@TuncoSalvador @Biohazard3737 His son , odb jr, fills in. Trust me bro. It’s worth it.

[daytrayd @daytrayd]

@Biohazard3737 Wtcantfw

[daytrayd @daytrayd]

@OddDiligence Do you agree the 100+mm unlocked shares are free to trade Tuesday?

[daytrayd @daytrayd]

I think we go up on china progress, I think 1% Monday, and another 1-2% over the week as ndx reclaims the 200day. Momo and crypto are pretty hot, so I am worried about a near term correction. But it also feels primed to blast to ath for btc. I see $150k by year end and I’m positioned for it.

[daytrayd @daytrayd]

I like $SHOP to be added to the nasdaq next week

[daytrayd @daytrayd]

@Biohazard3737 Ugh