baby swing trader

[baby swing trader @itsumo_btc]

Investment Plan Update

After careful research, I’ve decided to focus all of my trading on retirement accounts only. The goal is to minimize tax liabilities and maximize the benefits of tax-free compounding.

Going forward, my plan is as follows:

- I will no longer contribute additional funds to non–tax-advantaged accounts.
- I will max out the Mega Backdoor 401(k) ($69,000 annually).
- I will target a performance goal of 2× (100% CAGR) per year.

Long-term goal:

Achieve approximately 1,000× returns within 10 years through disciplined compounding.

Account values today:
Fidelity: $660k
Firstrade: $67k
Charles Schwab: $18k

By end of year, I'm shooting for 2.5x from now on:
Fidelity: $1.5m
Firstrade: $150k
Charles Schwab: $45k

[David Sacks @DavidSacks]

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:

— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.

— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)

— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.

— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”

— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.

— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.

— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.

— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

[Chicken Genius @pakpakchicken]

Why I went all in $SATS

Here’s the maths:
SpaceX IPO at $135
SpaceX S1 disclosed Echostar owns 261.8 million shares

🔸$135 X 261.8 million shares = $35 Billion

While echostar was worth less than $35 Billion yesterday

Question:
Do you really think that you can put a $135 limit order on ipo day to get the shares?
NO!! Hyperliquid premarket AT $180 already 😂

Your best chance is do a market order buy on $sats before spacex ipo if you are bullish on spaceX

Here is where it gets crazier:
FCC APPROVED deal $22.65 Billion Cash for selling low to mid-band spectrum to AT&T

🔸So that’s worth ZERO? or NOBODY FKING CARED LMAO

My valuation ex- spaceX:
Net cash after debt paydown
$8.5 billion
Remaining unsold spectrum
$10 billion
Core operating business
$10 billion
Total Ex-SpaceX $28.5 billion

🔸Value per share EX- SpaceX ~ $86 ( Conservative )

Now let’s go from crazier to NUTS:

Short interest is 31% !!!! WTF LMAO
But the issue is founder owns 50.5% stake and 86.8% voting rights.

So the short interest on the remaining whatever available float? What’s that? 60++++%???

Seldom market hands you free money. When it does, go all in.

____

P.S. I seldom write long thesis anymore. Why? The hardworking ones will be rewarded with their own DD. You make your own conviction rather than relying on me for customer support.

And what do you want more when I put my own $$ on the line? Who does this transparently? Action speak more than words.

Once in a while, I'll write. But don't count on me mansplaining often. It's better for you to build your own conviction.

[TrendSpider @TrendSpider]

Now that's a cup worth watching 👀 $PLUG
https://t.co/8SWcBEsRug

[TrendSpider @TrendSpider]

The 1.618 wasn't enough? Fine... $DELL

[TrendSpider @TrendSpider]

High voltage ⚡️ $IREN

[TrendSpider @TrendSpider]

Seven green weeks and counting

$DELL is on a hot streak 🔥 +66% YTD

[CarpeNoctom @CarpeNoctom]

3350

maybe the Cloud knows

[baby swing trader @itsumo_btc]

@CarpeNoctom mind to elaborate further?

[Cantonese Cat 🐱🐈 @cantonmeow]

Someone got the great entry of $40 for $IREN at the monthly Tenkan and Kijun support

[baby swing trader @itsumo_btc]

@Umbisam keep me updated please 🤞

[Chicken Genius @pakpakchicken]

if this is you. I hope this message finds you well.

If you are planning to SELL seeing all this red. DON'T. Never ever fking panic sell.

Wait for a bounce, and sell. Move on. Don't look back for your own mental health.

Every week/month, there are always new opportunities. Live to fight another day. Come back stronger.

[Cantonese Cat 🐱🐈 @cantonmeow]

Inverted $IREN weekly looks real scary here.
While it seems to be stabilizing and stops dropping non stop, I cannot rule out that it'll keep being a falling knife.
It's at a negatively sloping Ichimoku Tenkan (blue line) which could continue to serve as resistance to push price lower.
Even if it gets over the Tenkan, there's still a ton of resistance above that makes me very worried about this chart.
I don't think it's a good idea to buy inverted $IREN right now.

[James Chanos @RealJimChanos]

As we have gotten some inquiries, I can confirm that we have unwound our $MSTR/Bitcoin hedged trade as of yesterday’s open.

[TrendSpider @TrendSpider]

Crypto treating those $2K tariff checks like an airdrop.

🟩 $BTC +2.4%
🟩 $ETH +5.1%
🟩 $SOL +4.8%

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US Congress is reportedly close to reaching a deal to reopen the government after Senate Democrats signaled they are ready to back a bipartisan proposal.

At least 10 Democrats are expected to support advancing a spending and short-term funding bill.

[baby swing trader @itsumo_btc]

@mikealfred will it be recorded?

[Mike Alfred @mikealfred]

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[Bob Loukas 🗽 @BobLoukas]

The bull case for Bitcoin.
Incoming (here or soon) weekly Cycle Low on extremely negative sentiment. Mirroring prior two cycles.

[Chicken Genius @pakpakchicken]

Don't be too worried about crypto prices NOW. The time to be worried is over.

Be worried at ATHs. Read the comments below this tweet:
https://t.co/Zo5eGTzKkO

Understand human emotions. Go against it.

I believe we will go to ATH by Dec or I'm a faggot.

[baby swing trader @itsumo_btc]

@BTC_Schmitcoin break “down”? lol