DecredDonkey

#Decred

[DecredDonkey @donkey_de]

@pennycheck Any thoughts looking into earnings today? :)

[DecredDonkey @donkey_de]

@usppdd However, look at the recovery compared to the other stonks today!

[DecredDonkey @donkey_de]

@pennycheck Curious—during the 2021/22 blow-up, were earnings generally also beating expectations like many AI companies are today, or were valuations mostly driven by expectations of future growth? It feels like many of today's AI names already have very strong revenue and profit growth?

[DecredDonkey @donkey_de]

@usppdd Just a matter of time before the bounce back. Sitting on my hands hoping to catch another spoonful in the mid 30's ^^

[DecredDonkey @donkey_de]

@pennycheck I'm caught in the classical scenario, where I want to exit AI positions (which I fomo-picked up), but could envision a last FOMO leg up. Have a hard sell rule at -30% from top, which hasn't been hit yet. Tough!

[DecredDonkey @donkey_de]

@pennycheck Aaaand MU just gave it to us

[DecredDonkey @donkey_de]

@pennycheck Let's hope we get one more AI leg up, so I can shred the last stragglers at a nice premium EOY 2026 :D

[DecredDonkey @donkey_de]

@pennycheck Thank you for the great calls. Up approx. 100% YTD on my NomadPortfolio. With this comment in mind, the SPCX insanity, the hyperbolic AI landscape, for me it's time to cash in on AI and wait for new opportunities. Keeping $SHMD and $HON due to the different angle.

[DecredDonkey @donkey_de]

@pennycheck

[DecredDonkey @donkey_de]

@pennycheck You think it is time to take some profit across meme-stonks AI (Ouster, Semiconductor, Glass Substrates, Energy?) - I feel like the froth is really frothy

[DecredDonkey @donkey_de]

@exitusdcr @coinbase One thing at a time, lol. We waited for this to happen year a small decade! :D

[DecredDonkey @donkey_de]

@sfrantzman Hi Seth! I am a doctor, trustworthy colleague of mine works in Doctors without Borders. Been in Gaza. Says that hospitals have been deliberately targeted by the Israeli airforce with no prior warning or confirmation of Hamas activity. Does it have merit?

[DecredDonkey @donkey_de]

@usppdd And the call options are above water 🌊