Nate

Breaking down and commentating on all things finance.

[Nate @natetradesn]

@CarsonTalkMoney Love this movie. Definitely recommend. It has you invested all the way through.

[Nate @natetradesn]

@notthreadguy @grok if this is true what is the best way for a "retail" trader to capitalize off of this

[Nate @natetradesn]

Seems like a pretty brutal sell off brewing overnight. Any reason?

[Nate @natetradesn]

@CarsonTalkMoney I did the exact same thing. Bought microsoft at 360 and sold at 500, now rotated a decent bit of it into google

[Nate @natetradesn]

@NotA_Bull $GOOGL and $UBER

[Nate @natetradesn]

@CarsonTalkMoney I have been adding a lot if $GOOGL here. Not really a great reason for the drawdown. Earnings are amazing. That and i just dont trust zuckerburg lol

[Nate @natetradesn]

@smartertrader @grok what is the hearing tomorrow

[Nate @natetradesn]

What the hell just happened with software? A handful of names just took off

[Nate @natetradesn]

@burrytracker @grok where does he disclose his updated positions

[Nate @natetradesn]

@CarsonTalkMoney Seems all the capital from names being sold off has rotated into neoclouds lol

[Nate @natetradesn]

@WheelieInvestor Curious as to why you think this?

[Nate @natetradesn]

@CarsonTalkMoney @HolySmokas Bought some more $AMZN and $MSFT today

[Nate @natetradesn]

im tired of winning

[Nate @natetradesn]

@QC_Capitals EPS wasn't actually up 200%, they had majority unrealized gains from SpaceX and Anthropic

[Nate @natetradesn]

Pretty brutal morning for anyone thats not in semis or datacenter names. I understand that $GOOG free cash flow was negative for the first time in many many quarters, but I don't think you can expect them to dedicate so much money to Capex and still everything else remain perfect. As some people say, you can't have your cake and eat it to. I think the market is also taking down many other big tech names because their earnings next week will most likely say the same thing. At this point I hope they take these names lower, because it will be a great opportunity to purchase growing companies for cheap!

[Nate @natetradesn]

@notanotherquant Great post bro! Very well written.

[Nate @natetradesn]

If $GOOG doesn't raise Capex today, we are all homeless.

[Nate @natetradesn]

At what point do the semis and software move together? Every day its inverse. I understand the narrative, but I also don't think it can do this forever. What has to happen for software to not dump every time semis have a good day?

[Nate @natetradesn]

Good Morning!

Seems like the market might finally be reacting to increased oil prices. Bonds are also up again which the market has been seeming to ignore as well. The story of the day is by far the big earnings reports after hours today with all eyes seeming to be on $GOOG. Along with other big names including $TSLA $IBM and $NOW. I would imagine we won't see any crazy price action today due to the uncertainty with Google Capex.

[Nate @natetradesn]

So much money able to be saved here. Even without taking away private school.(which should still probably be cut out) For starters you can cut 1-2 weeks of vacation. That frees up 6k annually alone. If we were serious about freeing up cash we wouldnt be donating to charity for now. 3600 on entertainment is a stretch as well. You can cut out the sporting events unless its the children playing in the event. If you are taking multiple vacations you also probably dont need a lot of weekend getaways. Especially living in one of the relevant cities, there is plenty to do.