DC Schmöka

I make money. No drama no BS.

[DC Schmöka @smoeka]

@GermanosPeter Black smoke = no new Ayatollah yet

[DC Schmöka @smoeka]

@ALEXEIMARTOV @bubbleboi Finally a @bubbleboi explainooor!

This publication has a huge TAM

[DC Schmöka @smoeka]

@paxtrader777 Iran won

[Elon Musk @elonmusk]

Step 1: Buy a sh*tload of GPUs
Step 2: ?
Step 3: Profit

[DC Schmöka @smoeka]

@institLPGP Yes indeed. Top of your mind, except for the obvious, NBIS, what are the best ways to play this?

[DC Schmöka @smoeka]

Exactly. Just backstop the whole thing with the USD, just like any other national interest in the history of national interests.

If AI is only half as big as people say it will be, this is an absolute no-brainer.

[3X Long Labubu @labubu_trader]

This is actually very great news if the deal is made.

Lots of concerns around funding AI capex will be gone, or the market would say there is no intermediate financial risk.

Bullish news for AI semis and neocloud/CSPs.

[DC Schmöka @smoeka]

@jscherniack As of March 31st. If he held he is down bad

[DC Schmöka @smoeka]

@RogerM69095640 @TheShortBear Because clickbait

[DC Schmöka @smoeka]

@TheShortBear Since when do we use 3X levered ETFs to do technical analysis on macro themes?

No doubt that you have a great track record but your public account sometimes doesn't make any sense. Way off on many of the narratives that you post (ETH, MELI, Inflation, Trump, Iran, Oil, ...)

[DC Schmöka @smoeka]

@institLPGP It was a nice Friday night freakout!

[DC Schmöka @smoeka]

@yacineMTB $NBIS

[DC Schmöka @smoeka]

@jefftangx @ashebytes What are your experiences with it so far?

How can it be sourced in EU?

[DC Schmöka @smoeka]

@mattcerminaro @Fullcarry Says "this has never happened" yet graphic shows 2 more dots on same drawdown with MORE advancers than today.

Add this to the list of things happening on social media right now that make no sense

[DC Schmöka @smoeka]

@OmerCheeema @insane_analyst how does this compare?

[DC Schmöka @smoeka]

@TradexWhisperer Doubt it but who knows. These are cyclicals, supercycle or not

[DC Schmöka @smoeka]

Be honest, anon:

Did you short the only things that cannot be prompted away by AI? The physical enablers of the fourth turning? Because you decided 'valuations' were too high? Charts too extended?

[DC Schmöka @smoeka]

@TradexWhisperer At 12 - 15 is the top for the cycle