https://t.co/Oo3EgDKQdJ
Posted.
Just a heads up, my laptop had issues over the weekend, and I lost a bit of work that I had running on my local build for Talon, so I need to re-tune / tweak things through the week.
Super Micro $SMCI co-founder arrested for allegedly smuggling Nvidia $NVDA AI chips to China via a Southeast Asian middleman using fake paperwork and dummy servers to fool compliance teams.
~$2.5B in sales since 2024. Two employees placed on leave. A third defendant is a fugitive.
$SMCI -12% AH 🔴
Day 4 of $10K to $1M challenge.
$10,000 to $63,557.91 in 4 trading days.
$SPX only
#0DTE only
We run it back next week as well.
All trades timestamped in video.
I’ve just been scalping $SPX that’s why you haven’t seen too many posts from me! Very tough environment rn. Impossible to long anything w confidence so I’ve been playing it on the safer side.
$IREN seems to have bottomed out around 39. Trying to move back up but got rejected off the EMA’s. For a move to 50 it MUST clear and find support at 46.70. Over that the real grind begins. Lots of flow coming in as well, news soon? 👀🐉☁️
$SNDK Huge gap up overnight and currently trying to hold 652.51. If it can find support there I’m expecting a 690 retest today. If not it can work its way back down to 620. This thing likes to move crazy, set alerts and keep an eye on it!
Citron is Short $SNDK — They Don't Ring a Bell at the Top
We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years.
While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower.
Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell.
The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity.
We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak.
Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line.
That bottleneck has an expiration date.
With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call.
Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. https://t.co/2BYMxB2ekI
Been busy with school and traveling so haven’t been able to give day to day analysis but I will try to get back to it soon! Still trading tho, here’s some gains from today ❤️🔥❤️🔥 There are always plays, you just have to keep an open mind 🙂↕️
“bUt wHy DiDn’T gLiTcH cAtCh pUTs tOdAY?”
$SPX 3 fucking bags today, what you mean.
$5,000 to $148,000
$50,000 to $1,480,000
$500,000 to $14,800,000
Learn to read these maps and you’ll catch these end to end moves as well.
@SkylitAI gonna FUCKING CHANGE LIVES THIS YEAR 🫵🫵🫵🫵🫵🫵
LIKE + RETWEET + COMMENT ‘Heatseeker’ and I’ll send someone a one month free CODE.