Zymon

@Cambridge_Uni
Capitalise at Inflection.

[Zymon @simonzymon9]

Never stop dreaming,
See u at the top.

[Zymon @simonzymon9]

TLDR: systematic deleveraging with indiscriminate selling, less of a rotation effect.

[Lisan Al Pablo @Pablo01618]

We all know what happens next and its not brutal rotation its coming from Japan and once again the carry trade as they are printing what amounts to 2.25 trillion dollars in a blowout causing bonds to rise which slaps US equities.. this isnt the first time we have seen this

[Zymon @simonzymon9]

one final add on the daily ema 50, i truly think the correction is near, at least it should start getting back the strength it previously had in the sector.

[Zymon @simonzymon9]

what on earth is this intc drop...

[Photon Capital @PhotonCap]

https://t.co/E253Uway67

[Zymon @simonzymon9]

took loss on nbis and dram, cut lite, still hold intc near entry point, rather buy higher with confirmation than holding through to prove a point. Mag7 earnings will bring more buy flow back that sold off based on sentiment, hopefully intel stays sharp and impress with ER.

[Zymon @simonzymon9]

$INTC is just an amazing one to hold onto, strength, volume, and story are all there.
Great outlook approaching july after the recovery today.
Loaded some $NBIS, added more $DRAM. Currently starting third chapter of mkt wizards on Simon Russo, what a legend..

[Zymon @simonzymon9]

Have only just finished the first chapter of the new Market Wizards, and the take away that I can apply immediately is that I should add to my Intel long as it is clearly an episodic move.

[Zymon @simonzymon9]

Crazy strength from $INTC and $NBIS up 20% from the lows unfortunately I didnt have the best entry but have now reduced exposure across all names by 20% so I'm unleveraged, comfy into July and hopefully a strong month, rewarding those who are cautiously bullish and low on leverage.

[Zymon @simonzymon9]

Did my music chairs start spinning again?

[zerohedge @zerohedge]

US Nonfarm Payrolls June 57K, Exp. 113L, Last 129K (revised from 172K)

Unemployment rate 4.2%, Exp. 4.3%, Last 4.3%

[Jukan @ ICML @jukan05]

DJT: THE U.S. WILL ACCOUNT FOR 50% OF THE GLOBAL SEMICONDUCTOR MARKET BEFORE I LEAVE OFFICE.

$INTC

[Zymon @simonzymon9]

one other quote that resonated with me from the podcast was that "selling into weakness and at the lows in times like this also counts as chasing short", says a lot about today, took a hit but still unfazed, holding good names.

[3X Long Labubu @labubu_trader]

Personally, I love buying the pullback if the bull structure is still intact and momentum hasn’t weakened, instead of chasing a parabolic move.
Yes I'm talking about semicaps.

[Zymon @simonzymon9]

however neocloud contracts are through post 2030 so nothing really got locked out tonight, PA might just show the crowdedness of these names but yeah it is what it is

[Zymon @simonzymon9]

Optionality to sell excess justifies the spending even more, bullish for AI & Semi, bearish for CRWV and NBIS (customer became competitor). Other fuds are noise.

[zerohedge @zerohedge]

*META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE

First SpaceX, now Meta selling something called "excess compute"

[Zymon @simonzymon9]

@RowdyCrypto Let’s get it

[Zymon @simonzymon9]

@himgajria Larper CM

[Zymon @simonzymon9]

@trueinvestings another 8figs green day (fs) congrats man, been adding to intel too :)

[Zymon @simonzymon9]

@trueinvestings have you looked into what robostrategy is doing and curious on your take of their approach (public company offer access to priv robotic companies)🙏

[Zymon @simonzymon9]

you can now trade a ~600m mcap publicly listed company on xyz now, crazy. Is this the smallest listing on their tradfi section?

[trade.xyz @tradexyz]

RoboStrategy is now live. 10x leverage, 24/7, 365.