Spectacle

// NJ //

[Spectacle @SpectacleZA]

@dannycheng2022 Would be an interesting one to chart now 👀

[Spectacle @SpectacleZA]

@saxena_puru Is there a reason you compare to S&P 500 and not the NASDAQ when you have a tech heavy, high growth strategy?

[Spectacle @SpectacleZA]

@negligible_cap

[Spectacle @SpectacleZA]

@saxena_puru Much better benchmark to compare to.

[Spectacle @SpectacleZA]

@saxena_puru Not really comparing apples to apples if the strategy is focused on high growth tech

[Spectacle @SpectacleZA]

@RoyLMattox Yet again the thesis changes. Now you are adding the positions you just claimed you were going to short just 2 days ago. Emotional investing at its finest. 🤮

[Spectacle @SpectacleZA]

@RoyLMattox You shorting $SOXL here? Or have you miraculously changed your thesis again? This is the strength you claim you were going to short.

[Spectacle @SpectacleZA]

@RoyLMattox From bullish to bearish in a matter of days. Quite impressive how quickly you flip flop your thesis

[Spectacle @SpectacleZA]

@saxena_puru @ButcherKuka Did you happen to read the $MU earnings report?

[Spectacle @SpectacleZA]

@leadlagreport Important disclaimer: All of this guys funds have extremely high expense ratios, one is even 1.87% annually for subpar returns, 99 percentile rank on the 3 year. Here he’s saying housing market is bullish after a housing crash, how insightful 😂

[Spectacle @SpectacleZA]

@leadlagreport You’ve been calling a top now for 3+ years… Pessimists sound smart, optimists make money. Few

[Spectacle @SpectacleZA]

@saxena_puru Curious to know why you think Semi’s are over-extended when the fundamentals of the entire semiconductor industry continues to accelerate into 2028. Is margin expansion not bullish? Especially when demand is way outpacing supply at the moment according to literally every CEO.

[Spectacle @SpectacleZA]

@RoyLMattox *sees futures are gapping up. “We are fully invested” lol

[Spectacle @SpectacleZA]

@Bennyfranklin @RoyLMattox Uncle Sam doesn’t care about how the stocks were sold. Still creates a short term tax implication even if he’s “protecting gains”. Hard to then reiterate that he’s bullish if his stops are so close to his entries. The thesis changes with every post.

[Spectacle @SpectacleZA]

@saxena_puru @DamiaOthman P/E ratios are far from overextended in South Korea though. Earnings still accelerating it seems

[Spectacle @SpectacleZA]

@burrytracker Why don’t you show what earnings and price action look like today? Hard to say it’s a bubble when earnings are growing exponentially…

[Spectacle @SpectacleZA]

@OpulentVocation Someone explain how this is even remotely close to the dot come bubble? Earnings and profitability accelerating, price follows. That simple