takosacks

[takosacks @takosacks]

@SlateBridge1 Another example look at the intraday move we just had on $SNDK/$MU, HFs dumped them, pressed their short leg all day until 20mn before close when they reversed course. Somehow even $STRC (a small prefered stock) has been impacted which show you the broad impact of their algos.

[takosacks @takosacks]

@SlateBridge1 it could happen very fast indeed (e.g. $IBIT those last few days). But HFs can continue their short/spread betting shenanigans for weeks/months. $IBIT & $MSFT & $IGV proved it this year. So my guess is $NVDA hit 280/300 before EOY.

[takosacks @takosacks]

@SlateBridge1 catalysts already happened. What will drive the stock to new ATH is just rotation organized by HFs algos. Look at $IGV $MSFT no new catalyst surfaced and in a matter of days they went from unloved & battered to near ATH.

[takosacks @takosacks]

@optionscjp IBIT/MSTR/ASST at next pullback or GLD/SLV or MSFT might be your best available bet

[takosacks @takosacks]

@zerohedge 75% sure looks like margin weakness to me ...

[takosacks @takosacks]

@zerohedge I will bet that this is mostly bullshit, maybe it's true on some very limited set of operations but largely noise for inference & training.
Seems to me to be FUD from HFs shorting $NVDA, timing is very suspect ...

[takosacks @takosacks]

@StockOptionCole Median $NVDA performance 1month after 7th red day since 2015 : +5.79%, ~70% W/R

[takosacks @takosacks]

@WheelieInvestor slippage & commision change dramatically those stats. Also do you notice the pattern appear to have inverted at least momentarily since 2025 ?

[takosacks @takosacks]

@WheelieInvestor Usually I would agree with a sell-the-news strategy on $CXMT but seeing they sell their DRAM at the same price as $MU, are in stock => huge profit. Even if their chips are not used in devices sold in the US there is still RoW (e.g. $AAPL using $CXMT for EMEA ?) & retail market.

[takosacks @takosacks]

@DeepValueBagger I thought it was open source, no ? at least the random generation function library ?

[takosacks @takosacks]

@DeepValueBagger I mostly agree but regarding that specific case why not sooner ? they could have rugged them at the end of 2025, at 100kUSD , why wait this much time and take the risk for other people to find out the backdoor especially with strong LLM released ?

[takosacks @takosacks]

@unusual_whales More $NVDA FUD. Have you noticed no one talks about the H100 index during those last few weeks ?
K3 inference surely requires less NVDA GPU ...

[takosacks @takosacks]

@StockOptionCole how is this not market manipulation ?

[takosacks @takosacks]

@DeepValueBagger 100% agree

[takosacks @takosacks]

@zerohedge let me guess they won't need any RAM, SSD, Nvidia GPU in this datacenter ? $MU $SDNK $NVDA

[takosacks @takosacks]

@ChrisMMillas $MSTR once had 0.5 mnav (bottom 2022), so extreme mnav level are possible in both ways.