Nic Conde

Coder by day, drummer by night. Terrible at picking stocks. All opinions expressed represent my views only. NFA

[Nic Conde @ilovedrummin]

Remember, this is all from uncertainty. No one actually knows what will happen in the next few earnings seasons. Anyone certain of the future right now is lying. Ignore them. Ray Dalio or Bill Ackman is not your prophet, no matter how big a short position they have.

[Barchart @Barchart]

S&P 500 on track for its worst return over the first 100 days of a Presidency since Gerald Ford replaced Richard Nixon in 1974 🚨🚨

[Nic Conde @ilovedrummin]

👀

[Mario Nawfal @MarioNawfal]

🇮🇷🇺🇸 OIL DROPPED 7% AFTER US HOLDS STRIKES

The US and Iran both stopped shooting. Markets moved immediately.

Why the pause: CENTCOM said the campaign hit its ceiling. Interceptor stocks running low. Iran's shipping threat degraded enough to stop, but not enough to finish.

Pakistan and China are now pushing to revive formal talks.

A ceasefire neither side officially called. Markets believe this holds. Do you?

Source: Trading View / Writer: Oliver

[Nic Conde @ilovedrummin]

Still need a good flush before going higher.

[Pegasus @PegasusFund]

"We're oversold bro"

Brother we just posted one of the most dramatic blow-off tops since covid, the Fed is hawkish, brent is $100 and the 10Y is 4.70

You can tell me you're buying an Iran TACO all you want but keep your eye on the ball man SPX is 3% off all time highs

[Nic Conde @ilovedrummin]

Bought $TSLA and $GOOG today. One's a sure thing; the other is a lotto play at this point. I'm not saying which one.

[Nic Conde @ilovedrummin]

Harder than you think...

[Pearl @ppearlman]

Here is the secret to the stock market. Dont be a fucking idiot.

[Nic Conde @ilovedrummin]

@MarioNawfal "their behavior is what we’re responding to." If only we treated other countries in the Middle East similarly. 👀

[Nic Conde @ilovedrummin]

It literally only went up because Stripe wants to buy it... $PYPL

[Michael Burry Stock Tracker ♟ @burrytracker]

Update: It's been 95 days since Michael Burry publicly went bullish on PayPal $PYPL

It's up ~14% since

[Nic Conde @ilovedrummin]

@EdKrassen This clip works for morons who think Joe is right wing. The same guy who’s had Bernie on more than any other politician 😂

[Nic Conde @ilovedrummin]

@robertocommit @AvadxFeirm @ZssBecker There’s tons of ways you could’ve done this without 14k lines 😂.

[Nic Conde @ilovedrummin]

Honestly, an $IBM crash due to an earnings miss is a good thing. It means AI is not some saving grace for all things CAGR. "Zombie" companies still remain zombie companies. Innovation is still primary to returns that beat the market. Find the winners and stick with them.

[Nic Conde @ilovedrummin]

You're going to see this more and more as the war rages on. Most investors, like myself, have shrugged off the Iran war at this point.
https://t.co/Xpjmdrqbk2

With that and the low inflation print, an 8k S&P is still very much on the table this Summer. $SPY

[Nic Conde @ilovedrummin]

I am buying here. Yup, you heard me. The rotation out of software will have its mean reversion moment. $IGV

[Nic Conde @ilovedrummin]

@APompliano You said crypto is dead and never coming back like a month ago. lol.

[Nic Conde @ilovedrummin]

@LayoffAI Either insanely fake, or the kid is gonna make insane money. It sucks to think that stuff like this is believable, but I could see it.

[Nic Conde @ilovedrummin]

@julian_yaz What's weird is how different the season was and how much more I liked it. It wasn't bogged down in high school drama. The first two seasons were actually pretty cringeworthy to me.

[Nic Conde @ilovedrummin]

@BenKizemchuk Wasn't your target under 6k for S&P? Do you still hold that thesis for the year? Mine is 8k...

[Nic Conde @ilovedrummin]

We need a good pullback, but I'm sorry. We are not even close to popping the AI bubble. I feel so bad for so many of you who don't understand what is actually happening. See you at 800 $SPY very soon.

[Nic Conde @ilovedrummin]

@MelMattison1 You had good calls. More good than bad. Appreciated your insights . Take care.

[Nic Conde @ilovedrummin]

@burrytracker Ok, now compare the S&P and Nasdaq P/E from 1999 to today

[Nic Conde @ilovedrummin]

@EricSpracklen lol. I live in Denver. You’re nuts if you think anything is going to crash here.

[Nic Conde @ilovedrummin]

Is this how one does stocks?