Jayden Jablonski

[Jayden Jablonski @Jablonski1414]

@potatokmish Lfg

[Jayden Jablonski @Jablonski1414]

@potatokmish Thoughts on the cards tomorrow? Got them at -110 now -140 ish

[Jayden Jablonski @Jablonski1414]

@potatokmish UGA over Bama next week 🍕

[Jayden Jablonski @Jablonski1414]

@DegenDfence Bone is on fire

[Jayden Jablonski @Jablonski1414]

@DegenDfence Let’s keep momentum going!

[Jayden Jablonski @Jablonski1414]

@TJKrieg13 Tony Soprano

[Jayden Jablonski @Jablonski1414]

@DegenDfence 🐳 👀

[Jayden Jablonski @Jablonski1414]

@DegenDfence Lock in

[Jayden Jablonski @Jablonski1414]

@TJKrieg13 You grown up fr

[The Kobeissi Letter @KobeissiLetter]

BREAKING: All stocks of the semiconductor index, $SOX, are now trading below their 50-day moving averages, the first such occurrence since April 2025.

This marks a sharp reversal from early-June, when all 30 components were trading above their 50-day moving averages.

This comes as $SOX has declined -18.9% so far in July, on track for its largest monthly loss since 2008.

As a result, the index is trading -11% below its 50-day moving average, its widest gap since March 30th.

However, semiconductor stocks are still up +63% year-to-date.

Meanwhile, the semiconductor ETF, $SMH, has posted -$1.3 billion in outflows month-to-date, on pace for the 2nd-largest monthly outflow on record.

Chip stocks are becoming oversold.

[Wayne Liang @wliang]

Michael Burry's short positions on $MU and $NVDA, is about to get added to his extensive list of wrong calls...

His $NVDA short is already underwater. Even after this recent decentralized selling, it's still green MTD/YTD.

His 2008 comparison absolutely does not fit.

Subprime worked because the assets were fraudulent. AI compute is the opposite of worthless, HBM tells us enough... and $GOOGL just increased capex to $205B because it can't build fast enough.

His $MU short might work as memory is cyclical. But his idea of "one memory name is stretched" and "the whole bubble is about to pop" are very different trades.

[Jayden Jablonski @Jablonski1414]

@TheDegenWeekly HELL YEA

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The odds of the Fed cutting interest rates in 2026 are now down to just 21%.

Just months ago, markets saw up to 4 rate cuts this year.

"Higher for longer" is back.

[Jayden Jablonski @Jablonski1414]

@MrBeast 18,997,345

[Jayden Jablonski @Jablonski1414]

@raichutokenized @ChrizSpratt Naturally got in at 158 for some reason and dca down to 130 but now I’m scared

[Jayden Jablonski @Jablonski1414]

@steaakfriend Sold the game

[Jayden Jablonski @Jablonski1414]

@steaakfriend HOLD THE BALL

[Jayden Jablonski @Jablonski1414]

@steaakfriend FOX IS HORRIBLE

[Jayden Jablonski @Jablonski1414]

@steaakfriend Why does Fox still have the ball ever possesion