Been a while since I posted this one.
$SPX 30K foot view.
I don't lose sleep over stonk investments. Ever. Sometimes on oversized trading positions but investments never.
Trump’s boomer ass still measures the entire stock market by one dusty index that hasn’t even broken out like the others.
$DIA got that clean inverse head & shoulders tho… innit? 😏
(The Dow is over 50,000!!!!)
I have finally exited my $AMD position after a 5x run and put the proceeds in $NVDA.
$AMD is expected grow around 43% annually by 2028, for $NVDA it’s 45%.
Yet, $AMD is trading at 15x 2028 earnings while $AMD at 30x
I can’t see anything that could justify this gap.
If AI capex slows down, both will be affected proportionately, and arguably $NVDA will have lower downside due to cheaper valuation.
Either $AMD is egregiously overvalued, or $NVDA is pretty undervalued.
My bet is on the latter.
$AVGO Earnings Thots 🍑:
(important)
Broadcom’s Hock Tan just dropped the relationship update on Google $GOOGL:
“We fully expect some diversity of sources for them.”
Translation: After years of being Google’s exclusive TPU bae, it’s now “I think we should see other people… but babe, you’re still my main one! 💍”
Long term deal still massive, but exclusivity is officially off the table. Multi-sourcing era = margin pressure & share loss risk for the incumbent.
Fam, this is how hyperscalers keep custom ASIC costs in check. Watch $MRVL, MediaTek, $TSM, $EWY & $DRAM (Samsung proxies) plays.
Some likely open very strongly.
Who else is getting friend zoned next? 😂
@ozzieboi1 Man so true. The fact that it works on so much of the population is a tough pill to swallow.
Look how quickly they were able to distract us from the Epstein files.
If that the same happened in the 90s, there’s no way we would’ve moved on already
🚨WATCH: A major UFO bombshell is exploding right now.
Reported Air Force files are appearing on National Archives servers.
Washington is visibly rattled as more whistleblowers and lawmakers get involved.
Intelligence whispers suggest this is getting impossible to hide.
Something very big is unfolding.
Our Chief White House Correspondent Gary Franchi Reports @nextnews@TrumpDailyPosts
🔥 EXCLUSIVE 🔥
I’ve just released my in depth research & thoughts on cryptocurrency for SUBSCRIBERS ONLY.
But for this time only, as a thank you, I’ve decided to release it to everyone for free.
Full report below.
Some people really do buy the bottom and sell the top, just don't make it a high expectation.
It's not a requirement for success unless you're a 0dte trader.
Which is why they all eventually blow up.
@launchatlas There’s plenty of resources that are just as good if not better for free but it’s not a bad place to start.
I don’t use it the same way as her but I’ve noticed we often arrive at similar timing cycles
this could be us but you think order flow is disconnected from technical analysis.
(full transparency, the estimated contract prices shown were more expensive than what was projected, however, there was no drawdown from entry)
$SMH bottom to local top 💸
$AVGO is fine. the sector was to be contained.
it is why analysis should be done from top down in regards to sector, timeframe, etc. for optimal trading results
click to enlarge $SMH chart.
making money in a market that's ripping is the easy part.
calling the ripper from the bottom & keeping the profits is what separates skill from luck! (I still think I get lucky a lot though 🤣)