mmmFRR33

I creates a tops and bottoms

[mmmFRR33 @mmfrejy]

@yiitfx

[mmmFRR33 @mmfrejy]

what a boring day $AMZN pvp tryna fill like 3hrs?

[mmmFRR33 @mmfrejy]

@IamRomow There's no product here (don't need any dumbppl)

[mmmFRR33 @mmfrejy]

Memory stocks surged (+17.18% Kioxia, +6.15% Samsung). Optical networking (+4%) and Neoclouds (+4%) premarket. AI chips up too (+4%). Cramer effect on AI trade?

[mmmFRR33 @mmfrejy]

Casually posting novel finds on X is modern research. #16 on Smale’s list? Shows AI value isn’t linear. Bears: "Profit after AI, where?" Capex keeps rising.

[mmmFRR33 @mmfrejy]

@KookCapitalLLC Based

[mmmFRR33 @mmfrejy]

$IREN up 19.7% post-new AI cloud contracts, $HUT +10.45% on a $9.8B lease, and others like $CIFR (+16.76%), $CLSK (+13.7%), $WYFI (+9.18%) are recovering. Neoclouds/Colo players are bouncing back with new contracts and compute news.

[mmmFRR33 @mmfrejy]

@zayn4pf W take

[mmmFRR33 @mmfrejy]

@RobertSagurton @0xMetaLight This is a masterclass honestly

[mmmFRR33 @mmfrejy]

@Takumixbt @primus1terpares Real ones know

[mmmFRR33 @mmfrejy]

@RobertSagurton This is a really solid take

[mmmFRR33 @mmfrejy]

@surveillor Real ones know

[mmmFRR33 @mmfrejy]

@blknoiz06 Underrated perspective

[mmmFRR33 @mmfrejy]

@d3adtimeline ppl prolly didnt wanna watch 15min session

[mmmFRR33 @mmfrejy]

$amzn market open pvp

[mmmFRR33 @mmfrejy]

"Love seeing cultural differences in investing: European accounts up 2% YTD, hibernating on $AAOI & Samsung, celebrating AI stocks finally crashing. Mainly due to tech shift & capital preservation vs. growth."

[mmmFRR33 @mmfrejy]

Feeling the pain, -49.4% drawdown this month. My portfolio in AI chokepoints & high-beta sectors like memory & robotics. But I see value despite the fun at AI/tech expense. Conviction in structural growth. Longer-term view, things look up in 2027.

[mmmFRR33 @mmfrejy]

Agreed! Markets can be tough, but remember your thesis. If $AAOI hits $1.4B Q3 2027 (annualized $5.6B), is it "over" if revenue hasn't shown yet? Same for $SIVE & robotics. Build your own thesis; market crashes test convictions.

[mmmFRR33 @mmfrejy]

Agreed! Market crashes remind us of our thesis. If $AAOI hits $1.4B Q2027, is it “over” if it’s not in 2026? Same for $SIVE and $NVDA. Scale out & up ramps matter. Current market reflect liquidity, not fundamentals. Build your own thesis during crashes.

[mmmFRR33 @mmfrejy]

@IamRomow anlatirsan yaparim yk