lionheartz

[Coach Mak | Know Your Money @WealthCoachMak]

Don’t get in a habit of selling options on Friday or Monday

Allow the price of the stock and the trade to come to you

And not force the trade on a set routine

[lionheartz @liolb93]

@johhnyWalkerAZ Guy had a lady what happened?

[lionheartz @liolb93]

@TJTheWheelDeal So Sofi Pltr bmnr zeta and what else?

[lionheartz @liolb93]

@WealthCoachMak What time frame to use for charts tho?

[lionheartz @liolb93]

@valerijatrades1 Sell or buy?

[lionheartz @liolb93]

@valerijatrades1 All or buying options?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump has been floating the idea privately to senior aides that he's willing to "walk away" from the Iran War without a nuclear deal should Iran fully reopen the Strait of Hormuz, per WSJ.

Details include:

1. This objective reportedly became "more difficult" yesterday when Iran insisted on its highest price yet for reopening the Strait of Hormuz

2. Iran is now seeking billions of dollars in US payments, the removal of US troops from the region, among other things to reopen Hormuz

3. US officials said Trump is patient and expected to ride out the latest developments as long as gas prices remain where they are

4. Trump has reportedly told senior aides that Iran is likely unable to revive its nuclear work during his presidency

The Iran War negotiations are becoming increasingly complicated.

[legen @legen_eth]

Inverse Kevin

Get the health
Get the money
Get the girl

In that order

Few understand

[lionheartz @liolb93]

@WealthCoachMak Why such high delta and far out?

[lionheartz @liolb93]

@DarkMiner What’s your strategy and ticker sysmbols used?

[lionheartz @liolb93]

@DrewTestament @DividendMil Same what strike? 140 and how many days?

[Tran @trypto_tran]

$RKLB

Very late to the discussion here, but figured I'd add my two cents.

While Mars and ISAM have been rightfully cited as applications of Motiv's robotic arms, what's gotten less attention is that, like most space technologies, these arms are inherently dual-use.

🧵

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Berkshire Hathaway has begun deploying the $397.4 billion cash pile that Warren Buffett accumulated for 14 consecutive quarters.

Details include:

1. Instead of continuing stock sales, Berkshire was a net buyer of equities in Q2 with $19.8 billion in net purchases

2. Berkshire now holds $364.7 billion in cash and cash equivalents

3. The company invested $10 billion in Alphabet, $GOOGL, during Q2 in addition to acquiring Taylor Morrison Home for $6.8 billion

4. Berkshire bought $23.5 billion of equity securities during in Q2 and sold $3.7 billion in the same period

Berkshire Hathaway appears to be leaning bullish again.

[amit @amitisinvesting]

Woah.

One of the biggest public bulls on memory just sold all his memory stocks.

This is quite interesting. For the past few months, if you mentioned anything bearish on memory without having a position (short or long) the comments from people who seemingly got on the train at $700-$800 would decimate you.

“You missed the run. You don’t get it. You’re jealous.”

Instead of actively engaging with some basic bear cases (memory optimization, prices peaking, supply coming online) you just got pushback. Even if you’d say that buybacks aren’t really a strategy on what to do with excess cash…you’d be labeled as someone who doesn’t understand why buybacks are good. As if Apple buying back their stock with sustainable growth is the same as a commodity supplier in the greatest supply/demand imbalance we have ever seen doing buybacks as well?

I personally believe $MU probably has a fair value closer to $1500, but if the broader market has external concerns that discount those future cashflows, then obviously that can hurt the potential for that price action.

I am not bearish, not short, just on the sidelines because I missed the run and didn’t want to chase. The bulls not willing to even hear the bear case is one again a reminder that when a group of people ignore anything that could deter the thesis, it tends to be a red flag.

Having said that, Hynix and Samsung can’t go down. If they do, Korea is done. I think this would be bad for US stocks. Would really like to not see that because I have high beta exposure and would like US memory stocks to do well because many other semi names follow those names.

My biggest issue is whenever I ask people if they are in memory stocks for a trade or an investment, literally 99% say it’s a trade. No one wants to hold for 5 years.

If so, then that means there is really doubt on the sustainability of those earnings which is what the market may be thinking right now.

I do feel like much of the fear is priced in and hopefully a short term bounce is near but it would require momentum to come back into these names.

Is anyone buying the memory dip?

[lionheartz @liolb93]

@amitisinvesting wtf rklb. Go up

[amit @amitisinvesting]

love you $RKLB but after 3 failed breakouts above $80 it was time to go down

kinda feels like they pumped the entire space sector today to make people feel comfortable to buy before the SpaceX lockup expires

side note: have been learning how to trade over the past 2 months (still have much, much more to learn) but $RKLB broke VWAP for the second time in 15 minutes and saw a pretty simple 5/9 ema crossover that made the short attractive

some of these parabolic moves on zero catalysts usually need time to consolidate so my long portfolio is happy with RKLB today but my trading account also felt that rejecting $80 three times in an hour meant some downside had a chance of happening 😂

[lionheartz @liolb93]

@amitisinvesting Wouldn’t buy here

[Kris Patel 🇺🇸 @KrisPatel99]

Inflation is cooling faster than most economists are projecting.

Rent is below Fed's target and now owned homes are starting to show weakness, at least in some areas.

Used cars are also negative Y-o-Y and thats usually an early indicator, just like it was an early warning before we saw the rapid rise in inflation post COVID.

[Pepe Invests @pepemoonboy]

I’ve stayed quiet on this for a while because I’ve been observing…

And I know this will start unnecessary drama…

But @kevinxu, genuinely, wtf.

Transparency and grifting don’t have to be mutually exclusive.

You are making $100’s of thousands of dollars MONTHLY off your subscribers by falsely advertising going “All In” when in reality you are going all in with a tiny subset of your net worth.

Literally less than 0.3% to be exact.

You do understand people are paying hundreds of dollars to see your investing advice because of your marketing hype, which leads them to follow your trades, which quite frankly have been some of the worst trades I’ve seen all year.

This is not hate, this is truly me just trying to wrap my head around how you justify this behavior.

Greed has overtaken your voice of reason my friend.

That is quite evident.

I hope you realize one day why what you’re doing is wrong.

You and I both know people aren’t paying you $200 a month because they like reading your posts…

They are paying you $200 a month because you’ve fooled them to believe you’re giving some kind of high value, unique investing advice.

Which I’m pretty sure all of FinX can agree is not the case, considering how bad the trades have been.

I’d respect what you’re doing if you were truly going all in with your $11m net worth, or at least making a disclaimer at the BEGINNING of every trade that you’re only putting 0.3% of your net worth into a trade…

And for those paying the $200, are ya’ll good?

lol

[Peter Beck @Peter_J_Beck]

100% mission success