Tyler

NQ trader

[Tyler @tylerfutes]

Real traders don't sell courses or invites to Discord servers.

[Tyler @tylerfutes]

The bear market will continue until Kobeissi stops putting BREAKING in front of every post.

[Tyler @tylerfutes]

@dubidubabap hedge

[Tyler @tylerfutes]

@AmichaiStein1 Mango should 100% accept this

[Tyler @tylerfutes]

@RealSimpleAriel reeeeee

[Tyler @tylerfutes]

@P_Remarks "black monday" just keep selling that newsletter bro

[Tyler @tylerfutes]

@John_Hempton Even thought their thesis was correct that short is going to get ass-blasted.

[Tyler @tylerfutes]

@TradexWhisperer In a sea of FUD from those who went short Friday.

[Tyler @tylerfutes]

@TradexWhisperer Most bullish post on my feed, thanks.

[Tyler @tylerfutes]

No one bought Friday, and if you didn’t buy Friday the last thing you want is a green Monday. So, enjoy your endless weekend FUD.

[Tyler @tylerfutes]

@itsolelehmann

[Tyler @tylerfutes]

@ren_stocks Opening a big short when the entire sector had been demolished and with compute becoming even more scarce is wild.

[Tyler @tylerfutes]

The hyperscaler “scarce compute” trade is going to fade and there will be a rotation back into hardware as more people realize that the blue wave threat to buildout is overblown.

Neoclouds with existing or bonafide future capacity now have the “scarce compute” narrative added. $NBIS

Hardware valuations very attractive here. A lot of people got burned badly, it isn’t going to recover overnight. I’ll be looking at individual semis plays rather than ETFs. $SOXX $SMH

Iran war resolution is the key that reinvigorates the AI trade.

[Tyler @tylerfutes]

@KobeissiLetter Level 2 CB, would be surprised if we saw a level 3

[Tyler @tylerfutes]

@liuxq9109 If new datacenters are paused or delayed due to political reasons existing compute will become more valuable.

[Tyler @tylerfutes]

@pitdesi Winners:
NBIS
Hyperscalers
Anyone with substantial existing compute

Losers:
Hardware

[Tyler @tylerfutes]

Companies with existing compute and/or projects exempt from moratorium (NBIS) will benefit greatly as their existing capacity becomes more valuable. Hyperscalers will see their existing compute become more valuable and capex slow as hardware becomes cheaper (less demand due to pauses).

[Tyler @tylerfutes]

@PrefShares Companies with existing compute and/or projects exempt from moratorium (NBIS) will benefit greatly as their existing capacity becomes more valuable and capex slows.

[Tyler @tylerfutes]

You’re going to likely see providers with established compute rip once the dust settles here. If new construction will be further delayed, existing capacity will become even more scarce. $NBIS being a good example.

[Tyler @tylerfutes]

@matteo_febreeze @tailrisked The extent of the wave was not priced bro, especially Texas gov