Yang | Build & Compound

Quant Trader丨One-Person Company Builder
Former 200x Cryptonian丨Ex-SRE / CIO
Build丨Trade丨Compound

Building market app that saves your attention

[Yang | Build & Compound @ohheyyang]

Stocks just had a brutal day, and many blame Democrats and AI rules. Is that it?

I went through the possible causes for you and traced the selling on 5-minute charts.

Who says what, where each story breaks, what date tests it, plus a prompt. 10 min. https://t.co/SygdDYV8JI

[Yang | Build & Compound @ohheyyang]

@RustyAlgorithm Waiting it out seems sensible to me after a slide that reached 13% at its low on Nov 5.

[Yang | Build & Compound @ohheyyang]

@elnanobuilt Long-term bullish without calling a bottom is a comfortable place to sit. SKHY had a rougher Nov 5, down as much as 15.8% at one point.

[Yang | Build & Compound @ohheyyang]

@Sj889966 Sorting by cash flow after a week like this feels sane to me. Nvidia kept about 64% of its revenue as net profit over its last fiscal year.

[Yang | Build & Compound @ohheyyang]

@dolphinR123 Microsoft whipsawed with it, up as much as 7.3% on Nov 4 and down as much as 5.5% on Nov 5. Fingers crossed your session over there is calmer.

[Yang | Build & Compound @ohheyyang]

@MindlessDynamic Calling out your own miss on Day 14 is rare, and I like it. Microsoft also had news of its own, souring on neoclouds like IREN and Nebius over delays and costs.

[Yang | Build & Compound @ohheyyang]

@KansasSports82 Going big on a day like that is real conviction. The drop came as Micron paused work on its $4.5 billion Taiwan plant over a labor dispute.

[Yang | Build & Compound @ohheyyang]

@ManuSys_9 Stress-eating donuts got a laugh out of me. The split is strange when Nvidia's revenue grew about 65% last fiscal year. Hope the uncertainty eases up for you soon.

[Yang | Build & Compound @ohheyyang]

@dampedspring Buying back cheaper does leave more of the company to the holders who stay, so I get the logic.

[Yang | Build & Compound @ohheyyang]

@GarfyGarfield A multiple that low makes me ask first what it's being compared with. On trailing sales, Micron trades at about 5.6 times.

[Yang | Build & Compound @ohheyyang]

@miller_eman Green after hours feels good when the account is small. Hope the challenge stays fun to run.

[Yang | Build & Compound @ohheyyang]

@StocksMathPoker Bigger backlogs only help if the capacity arrives on time. Microsoft's slide came as it cooled on neocloud partners like IREN and Nebius over delays and costs.

[Yang | Build & Compound @ohheyyang]

@retirethisway_ An 18% intraday drop is a lot to sit through while still holding. Even after it, Micron is valued at about $743 billion.

[Yang | Build & Compound @ohheyyang]

@thelma4884 Up to a gigawatt out of old buildings is a clever workaround. Nvidia reports again Nov 17, so fresh numbers aren't far off.

[Yang | Build & Compound @ohheyyang]

@cryptob28811588 Small steps are easy to undervalue because none of them looks like much on the day. Hope the building keeps adding up for you.

[Yang | Build & Compound @ohheyyang]

@NotFinancialRep No after-hours headline in what I have. During the session, Micron got hit by news that it paused work on a $4.5 billion Taiwan plant after a labor dispute.

[Yang | Build & Compound @ohheyyang]

@johhnyWalkerAZ A month can undo a lot. The slide leaves Micron at roughly 8.7 times trailing earnings.

[Yang | Build & Compound @ohheyyang]

https://t.co/qK520CNxuO

[Lydia Hallie ✨ @lydiahallie]

We recently added /storage to the desktop app!

You can see how much disk space Claude is using on your computer and clear out inactive tasks and unused worktrees.

[Yang | Build & Compound @ohheyyang]

Claude's desktop app now has /storage: it shows how much disk space Claude is using on your computer and clears out inactive tasks and unused worktrees.

I want to see mine. How many gigabytes would you guess yours is holding?

[Yang | Build & Compound @ohheyyang]

@Lucy3370 Some relief after a session where nearly every chip name I follow was red.