Douglas Frye

[Douglas Frye @DouglasFrye6]

@EggBert19412178 @EliteOptions2 Good point

[Douglas Frye @DouglasFrye6]

@themotleyfool True

[Douglas Frye @DouglasFrye6]

@themotleyfool Well said

[Douglas Frye @DouglasFrye6]

@EliteOptions2 I agree as it relates to memory stocks. But chips seem too high still.

[Douglas Frye @DouglasFrye6]

Most on X and even CNBC these days seem to be expecting a significant pullback. At some point they will be right, but when? If we all expect it, might not happen soon. That said, we have more cash in our fund than we’ve had in years.

[Douglas Frye @DouglasFrye6]

@cmsinvests You mean at what point will $MU be undervalued?

[Douglas Frye @DouglasFrye6]

@ThierryBorgeat Seems like the biggest counter argument here on X against what your saying Thierry is the deficit is too high for your theory to play out. How would you respond ?

[Douglas Frye @DouglasFrye6]

Implied Volatility dropped significantly today. No one seems to see a bubble or any trouble ahead. Hummm…

[Douglas Frye @DouglasFrye6]

@unusual_whales Seems like old data. What is the source and date?

[Douglas Frye @DouglasFrye6]

@RyanDetrick Love it. I have created our own proprietary Quintess Modern Indicator which currently reads 95 out of 100. Extreme Bubble territory. Let’s be careful.

[Douglas Frye @DouglasFrye6]

@RohOnChain We are doing something similar but with a big improvement. I have a traditional and a quant fund. https://t.co/l4gQRFACvU, check it out. If you want to fine tune what you’re doing DM me.

[Douglas Frye @DouglasFrye6]

@ZynxBTC @Meta_2077 How?

[Douglas Frye @DouglasFrye6]

@charliebilello That’s why we don’t own it. Very fishy to me.

[Douglas Frye @DouglasFrye6]

@michaelsikand Why?

[Douglas Frye @DouglasFrye6]

@AnthonyCrudele I too have decades of investment management experience and I couldn’t have said this much better. Good message.

[Douglas Frye @DouglasFrye6]

@Barchart No it’s not

[Douglas Frye @DouglasFrye6]

@mywealthapp @Barchart Exactly right. Not dot com era environment.

[Douglas Frye @DouglasFrye6]

@EliteOptions2 Agree 100%

[Douglas Frye @DouglasFrye6]

@charliebilello Or $KWEB is an incredible buy?

[Douglas Frye @DouglasFrye6]

@charliebilello I have noticed this significant divergence too. Seems the only reason I can think of is censorship hinders the benefit of AI.