Deep D(illigence)

Only the paranoid survive.
Majority of FURUs are scammers.

[Deep D(illigence) @DeeDas55]

1.10^55 = 189

55 consecutive trades with 10% gain is what you need to turn $50,000 into $10 million.

Pretty easy if you are a politician or bureaucrat in higher ranks calling the shots or with access to insider information.

[Eliant Capital @eliant_capital]

Same guys momentum chasing cybersecurity up here are the same ones who were chasing memory and ‘AI bottlenecks’ at the June highs

[Douglas A. Boneparth @dougboneparth]

The stock market is a machine that takes money from impatient people and gives it to patient people.

[Deep D(illigence) @DeeDas55]

As if those status and connections are of any great help in the first place

[Samswara @samswoora]

Once youve been at a tech company for 4 years the choice is:
- Grind and struggle for 2 years for a promo and a 20% comp increase
- jump ship and 1.5-2.5x pay increase but you lose all your status and connections

[Deep D(illigence) @DeeDas55]

People buying $TEAM and $WDAY like maniacs I have a question for you. Have you ever used their products??

Have you ever tried JIRA?
Have you ever been to Workday website?

Can't believe stupid retail and hedgies buying into such crap SaaS

[Deep D(illigence) @DeeDas55]

@DavidWeinetayg Yup you're right. All their earnings over next few years will dramatically increase their P/B ratio.

I remember buying $INTC at $20 at 100B mcap when everyone said it was dying because of it's P/B ratio. It was trading less than it's book value then

[Deep D(illigence) @DeeDas55]

Samsung is a good buy I feel. You get exposure to memory as well as semi fab manufacturing along with consumer electronics robotics.

I think Samsung is like a semi tech ETF

[Deep D(illigence) @DeeDas55]

@DavidWeinetayg Yup their foundry business is often overlooked but it's very good.

Robotics is like an extension of consumer electronics and Samsung is leader at it.

SK Hynix is part of Hyundai family and Hyundai owns Boston Dynamics so definitely SK Hynix has indirect robotics connection.

[Deep D(illigence) @DeeDas55]

@TomSzczypka Bearish memory?

[Deep D(illigence) @DeeDas55]

@TomSzczypka Lot of volume too in SK Hynix and Samsung. Looks like tutes are accumulating

[Herman Jin @ShanghaoJin]

Meaning the forced deleveraging is over

The drop in IV is a major reason for my recent bullish call.

[Deep D(illigence) @DeeDas55]

@RocketLabrador Makes sense

[Deep D(illigence) @DeeDas55]

If she couldn't pay off her student debt in 20 years despite getting >100k salary then she's just financially inept I guess

[unusual_whales @unusual_whales]

BREAKING: Alexandria Ocasio-Cortez reported a net worth of under $100,000 in her latest financial disclosure and is still carrying student loan debt dating back to 2007.

[Stock Mom™ @stockmom]

Covered call ETFs aren't inherently bad, people just misuse them all the time. You're basically trading away long-term growth for high income right now by selling calls. Fine if you're retired and need the cash flow, but they lag in bull markets and don't really protect you on the downside.

[Deep D(illigence) @DeeDas55]

@sorianmaran I think SPY will stay the same but money will keep rotating to beaten down stocks from overbought stocks

[Deep D(illigence) @DeeDas55]

@DGretta_Author I think main issue is noise. I've seen videos where the sound of GPUs going brrrr is too much especially at night.

[Deep D(illigence) @DeeDas55]

@DGretta_Author Do you diversify sector wise always?

[Deep D(illigence) @DeeDas55]

I predict that all money parked in cyber and software by pods will be rotated back into memory over next few months.

[Prepared Remarks @P_Remarks]

Don’t short cyber on valuation. Nobody bidding those cares about that.

With the exception of 2-3 names the entire software trade is pretty much played out. r/r are mediocre at best and risks are higher.

I am now out of all software except msft/orcl.

[Deep D(illigence) @DeeDas55]

And semianalysis patels really shitted on optics at the bottom. I think both were paid by tutes to misguide retail

[bacon @steve2bacon]

man citrini’s boys really shitted on memory at the bottom just to pump their optics shit lol what possessed them to do that

[Deep D(illigence) @DeeDas55]

I was spot on!

[Deep D(illigence) @DeeDas55]

Market makers possibly want to accumulate memory stocks like $MU $SKHY $DRAM that's why they are launching all these hit pieces I guess.

Memory stocks are already down 50% from their peaks.

Only regarded folks will sell memory to buy optics stocks that are up 50% now