milotrader

Amateur investor this is for entertainment purposes only no investment or financial advice given. Only posting my swing trades for now.

[milotrader @milotrader1]

$BBIG chart from yesterday almost the same as $SPRT today

[milotrader @milotrader1]

Everytime I ask myself how much higher can we go, I just look at Lutnik, Bessent, Warsh, and the orange man and remind myself that we are just starting to remove all the safeguards put in place from the lessons of the last 30 years. https://t.co/WQ9LsCNu09

[milotrader @milotrader1]

@DarioCpx Remember any selloff in the am does not affect VIX, then the 0DTEers will start buying calls and wala, VIX down again. When you have a market that puts everything into stocks, what do you expect? No more bonds or crypto buying.

[milotrader @milotrader1]

@joecarlsonshow if they had a dividend, I would buy, same with $UBER

[milotrader @milotrader1]

@Mr_Derivatives Yet, here again is the big picture, and a question, will $SOXL ever have a higher high? I would venture to say not in my lifetime.

[milotrader @milotrader1]

@nickgerli1 One fact that took me a really long time to figure out, is that many homeowners who purchased with sub 4% rates in the last 4-5 years and sell for a loss have a lower monthly payment than the new homeowner who picked up the home at a discount.

[milotrader @milotrader1]

@TimmerFidelity diversify where? something undervalued? Burry keeps saying this too, but look at big stocks in each sector and you see 35 P/E 40 P/E everywhere, which was NOT the case in 2000.

[milotrader @milotrader1]

I think one of the reasons why $VYM $SCHD were bought while Situational Awareness was going down late July is no one was buying bonds. In June and lead up to war bonds were bought, but not this time.

[milotrader @milotrader1]

I can think of a few problems with this, and I am usually a "big picture" guy too. Sometimes a few details are important. Like what if demand slips just bit? What if competitors emerge that only want 25% margin instead of 75%? What if useful life is only 4 years instead of 10?

[Chris Camillo @ChrisCamillo]

Circular financing is only a problem when the circle is financing something nobody actually wants.

If the underlying product delivers real economic value and real end user demand, the circle pays for itself.

If it doesn’t, the circle breaks.

[milotrader @milotrader1]

@Mr_Derivatives well, they are really really trying first pushing up the MAGS now trying for the SOXX DRAM, so you gotta assume that $QQQ is the next to reach all time highs before $NVDA earnings.

[milotrader @milotrader1]

@OddStockTrader min wage in some states has increased 50% 2020 to 2026

[milotrader @milotrader1]

@Mr_Derivatives let's look at the bigger picture

[milotrader @milotrader1]

all the CPI print did was goose the stocks that are already up, Chips Hardware Memory and AI infrastructure. $RSP down $MAGS down

[milotrader @milotrader1]

This leads me to belive that the big boyz and girlz know that the liquidity is still flowing and higher rates really won't matter (for now)

[milotrader @milotrader1]

They piled into $SCHD $VYM stocks as a hedge against the AI stocks and hyperscalers while rates were rising. And you wonder why we are at all time highs.

[milotrader @milotrader1]

@Mr_Derivatives if it does it will be a delayed reaction a day or 2 later, as they need to smash all put and call speculators on earnings

[milotrader @milotrader1]

@unusual_whales So the fed govt and big tech layoffs have nothing to do with it? That's like saying it's different this time.

[milotrader @milotrader1]

@jasonlewris and the new buyers will probably still have a larger mortgage than the sellers did

[milotrader @milotrader1]

If you call out Burry for the $1 price target on $PLTR for being crazy, you need to also call out Raymond James target on $SPCX for $800 as crazy. It's part of being a rational investor/trader.

[milotrader @milotrader1]

I'm not a permabear, but the latest rally that got SPX to ath was a little sus, and they keep using oil pullbacks to push everthing higher, doesn't seem organic. But if the powers that be keep it up we could be at SPX 8K in no time.

[milotrader @milotrader1]

@chutneylife cause chips usually have a boom bust cycle, it's not if, it's when