Marc V. Dennis

[Marc V. Dennis @marc__8005v]

@EconstratPB @EconstratPB Been greatly respecting your work lately. If I understood correctly, your base case is Fed succeeds in getting a soft landing done?

A hard job but still achievable and perhaps most likely outcome?

[Marc V. Dennis @marc__8005v]

@acemoney21 @narmacnetworth @TanArrowz thanks, always respect for your work you share here

[Marc V. Dennis @marc__8005v]

@brandonjcarl Brandon, may I ask where your judgement is coming from? Technicals or fundamentals?

I read your thesis that fundamentals have deteriorated since last July lows, great article.. But hasn't tightening macro financial conditions contributed much heavier to the decline?

[Marc V. Dennis @marc__8005v]

@acemoney21 @narmacnetworth @TanArrowz @acemoney21 do you think we eventually go to new ATHs?

I wonder how far you are expecting from this expected bullish timeframe

[Marc V. Dennis @marc__8005v]

@DaveHcontrarian @hridayakuhara @Abbas62413663 @Please_NoLabels @simple_setups @AchillesofHomer @Presidente_Pang @Researcher71222 @troll_buddy @Ali74475Ali @SJones67581 @VasSze95415 @RobbieG6000 @jammin_jp @burlingamespurs @RogierTaylor @m24ffa @Diego1357342 David, CPI data today means hike in Dec, and possibly in Jan. as well.
But as you said, economy is slowing. Fed hiking in this environment is deterimental. So how is there (technically) enough time for a parabolic rally to happen? It can't happen in 2 months from now.

[Marc V. Dennis @marc__8005v]

@DaveHcontrarian @FoodHou67882697 @hridayakuhara @Abbas62413663 @Please_NoLabels @simple_setups @AchillesofHomer @Presidente_Pang @Researcher71222 @troll_buddy @Ali74475Ali @SJones67581 @VasSze95415 @RobbieG6000 @jammin_jp @burlingamespurs @RogierTaylor @m24ffa @Diego1357342 thank you so much David.

[Marc V. Dennis @marc__8005v]

@DaveHcontrarian @hridayakuhara @Abbas62413663 @Please_NoLabels @simple_setups @AchillesofHomer @Presidente_Pang @Researcher71222 @troll_buddy @Ali74475Ali @SJones67581 @VasSze95415 @RobbieG6000 @jammin_jp @burlingamespurs @RogierTaylor @m24ffa @Diego1357342 Thank you David. I'm just worried that the key assumptions underneath your forecast have faltered in recent months as you know,

And now, multiple Fed Governors said today that "Fed may have hike very aggressively this winter."

you know this kind of Fed is very dangerous.

[Marc V. Dennis @marc__8005v]

@scheplick Going to take a looong time for consumer distribution.
Besides, zephyr made it clear that robotics RAM demand will be marginal compared to datacenter demand.

[Marc V. Dennis @marc__8005v]

@OpenClawCentral videos like these have been posted for months now, haven't done anything positive to the
AI trade

[Marc V. Dennis @marc__8005v]

@OpenClawCentral this video alone assures you of the 'Physical AI is coming'?

[Marc V. Dennis @marc__8005v]

@boymanrobshit what do u mean by HW comes next here?
Like robots operated by Anthropic?

That might turn around the sentiment and save the AI infra trade.. no?

[Marc V. Dennis @marc__8005v]

@wu_wei_invest today's price action has less to do with MU itself.
entire Nasdaq's going down. even MSFT is down 3%.
Mnay AI semis/optics with much higher growth & less cyclicality compared to Micron are falling even deeper.

What do you say?

[Marc V. Dennis @marc__8005v]

@DaveHcontrarian @FoodHou67882697 @hridayakuhara @Abbas62413663 @Please_NoLabels @simple_setups @AchillesofHomer @Presidente_Pang @Researcher71222 @troll_buddy @Ali74475Ali @SJones67581 @VasSze95415 @RobbieG6000 @jammin_jp @burlingamespurs @RogierTaylor @m24ffa @Diego1357342 David, until June, SMH led greatly while IGV lagged (semis over software).

Then since June, IGV did great while SMH did terribly, as CAPEX peak fears grew.

Today it looks like IGV is topping, while SMH is (while down likewise) maybe forming a bottom. May I ask your perspective?

[Marc V. Dennis @marc__8005v]

@DaveHcontrarian @hridayakuhara @Abbas62413663 @Please_NoLabels @simple_setups @AchillesofHomer @Presidente_Pang @Researcher71222 @troll_buddy @Ali74475Ali @SJones67581 @VasSze95415 @RobbieG6000 @jammin_jp @burlingamespurs @RogierTaylor @m24ffa @Diego1357342 David, thank you sincerely.
Please don't misunderstand my words - I'm not mocking or criticizing you.

I literally mean that since I respect, trust, and have positioned accordingly to your forecast, please be flexible, not just confident.

confidence might kill flexibility..

[Marc V. Dennis @marc__8005v]

@DaveHcontrarian @hridayakuhara @Abbas62413663 @Please_NoLabels @simple_setups @AchillesofHomer @Presidente_Pang @Researcher71222 @troll_buddy @Ali74475Ali @SJones67581 @VasSze95415 @RobbieG6000 @jammin_jp @burlingamespurs @RogierTaylor @m24ffa @Diego1357342 David,
the pre-conditions for a parabolic rally, which you expected earlier this year, are now gone.

Inflation is spilling over(won't come down even if war is over), War is going on, Fed is hiking, 10yr is rising.

Please do tell us when your thoughts change. It matters for us.

[Marc V. Dennis @marc__8005v]

@Banana3Stocks wow @Banana3Stocks I'm surprised honestly..

VIX going negative here... I really didn't expect this, after the super negative hot CPI print.

Really you see a bottom here?

[Marc V. Dennis @marc__8005v]

@DaveHcontrarian @ZaStocks David, the risks of reading into one data is real.

But the inflation spillover into other components have been consistently spotted over the past 3~4 inflation reports.

Today confirmed an acceleration in that spillover trend.

Have you looked at the details of this CPI report?