I stand with 804 !

Sing like no one’s listening, love like you’ve never been hurt, dance like nobody’s watching, and live like it’s heaven on earth.

[I stand with 804 ! @TrdrForLife]

Imran Khan Zindabad !
Pakistan Paindabad !
Pakistani Generals Murdabad !

[I stand with 804 ! @TrdrForLife]

@SpecialSitsNews The county lost tens in billions in property taxes from the data center. The money could have been used to help with not just data center jobs but also schools, healthcare and so much more into perpetuity. The indoor park could have been built somewhere else.

[I stand with 804 ! @TrdrForLife]

@Desi_Trade Impressive

[I stand with 804 ! @TrdrForLife]

@Desi_Trade If you divide $41,425.57 by 2.37% you get the value of the portfolio. Simple math😂

[I stand with 804 ! @TrdrForLife]

@alifarhat79 @SpecialSitsNews Hegseth plans to force the Americans watch his execution live stream. Yesterday the voters forced the Republicans watch their own Party’s execution live stream in full 4K glory !

[I stand with 804 ! @TrdrForLife]

@SpecialSitsNews Epstein files are coming !

[I stand with 804 ! @TrdrForLife]

@RT_com The man is a 💩💨

[I stand with 804 ! @TrdrForLife]

A major nuclear power and an another clandestine nuclear armed country. Both are trying to obliterate Iran simply because Israel is afraid of them. Iran has no weapons except some rockets. The world is being sold the WMD hype all over again. This will be an unconscionable attack that only Netanyahu and Trump will do !

[I stand with 804 ! @TrdrForLife]

@damnang2 All the high powered lasers are made by LITE. Where will competition source quality lasers ?

[I stand with 804 ! @TrdrForLife]

Canada should start by addressing its own housing market challenges:

1. Examine lenders’ role in financing pre-construction homes and condos priced well above comparable properties.
2. Strengthen accountability for misrepresentation and sales practices that lead buyers into unfavourable agreements.
3. Improve oversight of brokers and property flippers to discourage speculative practices that disadvantage long-term buyers.
4. Ensure lawyers adequately inform clients of material risks before they commit.

Better oversight and greater transparency could help curb speculation, restore market confidence, and support more sustainable housing prices.

[I stand with 804 ! @TrdrForLife]

@RT_com His genocide in Gaza is nothing less than the Nazi Gas Chambers. He deserves no sympathy or respect whatsoever anymore.

[I stand with 804 ! @TrdrForLife]

@HormuzLetter The man only speak filth out of his mouth. He kills, abducts and tortures countless men women and children, destroys their cities and homes and then says I’m threatened by the same people.

What a joker.

[Dan Niles @DanielTNiles]

Post all the negative AI related news recently, $SPCX revs beat by 14% w/ AI beating by 19%. Q4 capex guide almost 90% above consensus while Q1 revs guided 57% above. Also $SMCI +pre w/ revs 27% above consensus. My conviction of a near-term AI rally continues to grow.

As I posted on 10/15 on the overall AI trade following the bludgeoning in the Kospi, “The bottom line is even if we have seen THE TOP, the odds based on history are high for at least a short-term rally.”

As opposed to repeating the stats from my 10/15 post on the Kospi (Korean stock market dominated by memory) or this past Sunday on the SOX (semiconductor index), I think the following is worthwhile.

Assume I am wrong about Agentic AI driving infrastructure growth into at least 2027. The funding issues for the neo-clouds, slowing revenue growth at OAI/Anthropic and bi-partisan pushback against datacenters has to be considered.

Assume THE TOP in the AI trade was on 6/22 which was the peak in the SOX. Looking at the performance from the peak of internet bubble on 3/24/00 to its bottom on 10/9/22, the S&P decline was 49% with the SOX down a staggering 83%!

But even during that punishing decline during the bursting of the internet bubble, the S&P saw 7 rallies that averaged 14% each while the SOX using those same dates saw rallies of 28%! During each of those advances most investors wanted to believe we had seen the bottom. The problem was the 8 declines averaged 17% for the S&P and 34% for the SOX.

If I use the more recent decline during the GFC from 10/9/07-3/9/09, the S&P fell 57% while the SOX dropped 66%. But this also had 11 rallies that averaged 10% each for the S&P and 11% for the SOX. The problem was the twelve declines averaged 15% for the S&P and 19% for the SOX using the same dates.

In summary whether you are an AI bull or bear, I do not believe it makes a difference for positioning in the near-term. The AI infrastructure trade by the metrics discussed on 10/15 or 10/18 around the semis looks oversold. In addition, a good bearish investor is open to the idea that they may be early, just wrong or about to have a bear market rally.

Maybe the SpaceX earnings and Super Micro positive pre-announcement today are the trigger to start the next AI related rally regardless of whether we have seen THE TOP or not.

[I stand with 804 ! @TrdrForLife]

The call may have been right. However the advise was not. Beth Kindig says there is no supply available before 2030. Every bit of memory produced is consumed by the Ai buildout. Memory prices remain elevated. So where is the crash of the fundamentals. Nada, zilch !!!

This is an opportunity to buy great businesses for the cheap.

[I stand with 804 ! @TrdrForLife]

Why should Israel have nuclear weapons and others should not. Its own actions of last 80 years do not justify them having these weapons. It has systematically killed, attacked, destroyed and forcefully removed indigenous Palestinians and Arabs from their lands and occupied by force.

[I stand with 804 ! @TrdrForLife]

@essenviews Mr Trump average Canadian pays income taxes:
* 29.5% to 53% on our regular income
* 25% to 33% on capital gains
* 22.5% on dividends

That pays our healthcare and everything else. Think again what you pay and especially your billionaire friends.

[I stand with 804 ! @TrdrForLife]

These terrorists are protected by the IDF, law enforcement and political establishment. Why because they are told to behave like that so that Palestinian or anybody in that area retaliates. When they do they are killed, jailed or removed by any and all illegal means and their land confiscated.

[I stand with 804 ! @TrdrForLife]

@RT_com GAZA was a MASSACRE and
A GENOCIDE
A GENOCIDE
A GENOCIDE
…
…
A GENOCIDE (6 MILLION TIMES) committed by the illegal occupiers of the Palestinian lands !

[I stand with 804 ! @TrdrForLife]

SK hynix, Samsung & Micron use EUV to manufacture 6F (2Fx3F) DRAM, enabling horizontal current flow and shrinking the base die by 30–35%.

Without EUV, China’s CXMT is pursuing 4F (2Fx2F), using vertical transistor structures. The trade-off? Greater integration challenges and lower yields.

[I stand with 804 ! @TrdrForLife]

@MouinRabbani This man aided and abetted in a genocide. His technology killed tens of thousands of men women and even children. He has no conscious for what he has done. He should be arrested. He is not qualified to run a public company.

[Jared Marsh @Real_JaredMarsh]

@Megatron_ron This!