I honestly think there’s a lot of noise both from republican and democratic voices’ impact on markets till the midterms end. If u think about the sub headlines logic, a lot of it doesn’t make sense if u compare historical patterns over time
@elonmusk@tunguz A lot of respect for Elon but you can tell how he’s rly trying to drive down the cost of memory pricing here. His interactions not explicit belie what his pain points lie
Note to myself: again and again markets are a character building exercise in restraint, thoughtfulness, patience, decisiveness and expertise. Could have saved a 10-20pts of performance if I had stuck to the plan. Still up but mm. Gotta manage the emotions nuance when I’m right when I buy and greedy same with selling
I honestly think the current volatility is due to a generation a regime shift investors stop being spoon fed by the fed, ai, etc so if customers go down OMG semis must be down too. Nobody takes a long term view but let’s see how it is in a year, if I’m rich will continue posting cause I’m all in Samsung otherwise adios muchachos. And I’ll continue average ing my salary for a 3x in 3 years