Discretionary Trading

Former low latency HFT engineer. Thematic Short Swings Options Trader based on technicals, flows and sentiment. Opinions and my posts are not a financial advice

[Discretionary Trading @kernel_bypass]

@Remzztrades Because I got calls last week ¯\_(ツ)_/¯

[Discretionary Trading @kernel_bypass]

@zerohedge Good time to add

[Discretionary Trading @kernel_bypass]

@spluscollective If I care about my IP I will go with new kids or big guys. I don’t trust $META 1 bit.

[Discretionary Trading @kernel_bypass]

Started positions in $NBIS and $CRWV. Good buying opportunity in quality names, this sell off is not logical

[Discretionary Trading @kernel_bypass]

$MRVL Next target after it breaks out of this consolidation.

[Discretionary Trading @kernel_bypass]

$MU Target $1600

[Discretionary Trading @kernel_bypass]

@ProblemSniper $MU no longer makes consumer grade memory. All of their manufacturing is now HBM.

[Discretionary Trading @kernel_bypass]

I don’t understand what’s your end goal here? Everyone sell their stock so it crashes? You want to be proven right? You want to stop new buyers selling other stocks to buy memory? Give up already, each and every one of your claim is illogical and not based in truth. Comparing silver to memory stocks 🤦‍♂️

[Discretionary Trading @kernel_bypass]

@zerohedge https://t.co/Tuxn3b3r00

[Discretionary Trading @kernel_bypass]

@zerohedge https://t.co/u6OhXyJFil

[Discretionary Trading @kernel_bypass]

$MU $SNDK Looks like concentrated effort across the board to spread FUD on memory and NAND stocks by short sellers or people who missed the gains to pick up stock for cheap. Unless there is a viable computing architecture change, no amount of china supply can solve HBM shortage as they manufacture consumer grade memory. All/Most of $MU SKHynix and Samsung revenue is from HBM sales.

Don't fall for the FUD, do you research and listen to $MU post ER call. This shortage will last at least 5 years. Also many people seem to assume that Chinese companies will sell memory for cheap, there is no guarantee of this. All I see is some small discounts.

https://t.co/909x1TMRiB

[Discretionary Trading @kernel_bypass]

@KrisPatel99 https://t.co/u6OhXyJFil

[Discretionary Trading @kernel_bypass]

$MU $SNDK Looks like concentrated effort across the board to spread FUD on memory and NAND stocks by short sellers or people who missed the gains to pick up stock for cheap. Unless there is a viable computing architecture change, no amount of china supply can solve HBM shortage as they manufacture consumer grade memory. All/Most of $MU SKHynix and Samsung revenue is from HBM sales.

Don't fall for the FUD, do you research and listen to $MU post ER call. This shortage will last at least 5 years. Also many people seem to assume that Chinese companies will sell memory for cheap, there is no guarantee of this. All I see is some small discounts.

https://t.co/909x1TMRiB

[Discretionary Trading @kernel_bypass]

@KrisPatel99 https://t.co/RceZ4iCVdQ

[Discretionary Trading @kernel_bypass]

CXMT's 'affordable' DDR5 is nothing but a myth, ... the price is on par with Samsung, SK Hynix, and Micron

$MU

https://t.co/Tuxn3b3r00

[Discretionary Trading @kernel_bypass]

@MentoviaX CXMT's 'affordable' DDR5 is nothing but a myth, the price is on par with Samsung, SK Hynix, and Micron

$MU

https://t.co/Tuxn3b3r00

[Discretionary Trading @kernel_bypass]

Told you $MU

CXMT's 'affordable' DDR5 is nothing but a myth, ... the price is on par with Samsung, SK Hynix, and Micron

https://t.co/Tuxn3b3r00

[Discretionary Trading @kernel_bypass]

@DeepSailCapital Why would Chinese sell the scarce asset for cheap? They don’t like making money?

[Discretionary Trading @kernel_bypass]

@StockSavvyShay CXMT's 'affordable' DDR5 is nothing but a myth, ... the price is on par with Samsung, SK Hynix, and Micron

$MU

https://t.co/Tuxn3b3r00

[Discretionary Trading @kernel_bypass]

CXMT's 'affordable' DDR5 is nothing but a myth, ... the price is on par with Samsung, SK Hynix, and Micron

$MU

https://t.co/Tuxn3b3r00

[Discretionary Trading @kernel_bypass]

@AIStockSavvy https://t.co/nlC2PlbWQ8

[Discretionary Trading @kernel_bypass]

$MU $SNDK Looks like concentrated effort across the board to spread FUD on memory and NAND stocks by short sellers or people who missed the gains to pick up stock for cheap. Unless there is a viable computing architecture change, no amount of china supply can solve HBM shortage as they manufacture consumer grade memory. All/Most of $MU SKHynix and Samsung revenue is from HBM sales.

Don't fall for the FUD, do you research and listen to $MU post ER call. This shortage will last at least 5 years. Also many people seem to assume that Chinese companies will sell memory for cheap, there is no guarantee of this. All I see is some small discounts.

https://t.co/909x1TMRiB