Dee

Lifetime learner. Share perspectives. Not investment advice.

[Dee @tradeteams]

@anni_sen You can bet here on your conviction lol Fed decision in Sep 2026?
https://t.co/r0BY8yejgt

[Dee @tradeteams]

@sv_techie Warsh in opening remarks talks about taking “hikes”. Algos pump $TLT (trade to long term safety) and rate hike probability flips from 40% to 60% which are the short term rates.

[Dee @tradeteams]

@neelsomani What would be some stocks to invest in

[Dee @tradeteams]

@WisemanCap Thanks followed this!!!

[Dee @tradeteams]

@bipulsinha Congratulations

[Dee @tradeteams]

@niravtolia @StanfordGSB Nirav, I don’t think you are connecting the dots. While you want civil debate via moderation, I don’t think you realize your moderator bias is silencing disagreement. This fundamentally makes @Nextdoor not useful for AI as your content ends up reflecting moderator bias.

[Dee @tradeteams]

@WisemanCap @pkay2402 $NOW $116 overnight

[Dee @tradeteams]

@pkay2402 Long $NOW

[Dee @tradeteams]

@WisemanCap @R_and_Invest Let’s get $MU rally done and then the next best thing $META will get pumped naturally

[Dee @tradeteams]

@WisemanCap @NorwayChess @MagnusCarlsen needs to keep his ego in check. Thankful he improved from last time:-)

[Dee @tradeteams]

@WisemanCap $META consolidation is such a tight range. While markets rallying that’s crazy tight.

[Dee @tradeteams]

Staying nimble. A lot can go wrong. Cerebras ipo done and spaceX, Anthropic, open ai coming up. Fed policy can get tested by markets.

[Dee @tradeteams]

@mbhullar Btw according to @GitaGopinath research paper, tariff gets fully absorbed in Q1.

[Dee @tradeteams]

@mbhullar Real move can come after opex. People are hedged right now.

[Dee @tradeteams]

Is AI replacing SaaS? The new agent native area will be hybrid of:
• SaaS: The deterministic factory; ERP/CRM/Data
• Agents: The probabilistic workers; Analysis/Creation
By bundling work with software, AI agents break through traditional IT budget caps & massively expand TAM

[Puru Saxena @saxena_puru]

Insightful thoughts on the software industry -

[Dee @tradeteams]

Trump directs Fannie & Freddie to buy $200B MBS (~2% of $9T market) to cut rates ~0.25-0.5%. Boosts short-term demand but could drive up home prices, offsetting affordability gains. Modest, temporary impact; won't fix supply shortage. @NewsLambert

[Lance Lambert @NewsLambert]

Prior to the Great Financial Crisis, the GSEs (Fannie Mae and Freddie Mac) used to be much bigger buyers of mortgage-backed securities

Chart via @ResidentialClub
Data via @urbaninstitute

My latest for ResiClub: https://t.co/ermn93nZng

[Dee @tradeteams]

Zebra 1:1 stock replacement strategy is amazing way to work around option decay. Closing $GOOGL 200+% gain tomorrow.

Bullish bias set up involves buying 2 calls 0.75 delta & selling 1 call atm 0.5 delta.

H/t @michaellistman for bringing to my attention.

https://t.co/2mUkN5IcI8

[Dee @tradeteams]

@zerohedge Pivot to townhomes/ condos

[Dee @tradeteams]

@KobeissiLetter They might just pivot to townhomes/ condos pricing out first time home buyers in city and they might need to move to suburb for sfh