@7PMinBrooklyn@FDSportsbook Meanwhile Melo fucked up the Knicks roster AND cap space forcing the trade from the Nuggets instead of waiting for free agency...
Space rolled over first. Then mega caps. Then optics. Now memory under pressure.
Add in the volatility we're seeing out of $XLK and $SMH, and the message seems pretty clear: either tech and semis need several weeks to consolidate, or the theme has peaked for now.
Neither outcome is particularly bullish for aggressive long exposure.
Patience isn't optional here. If you try to force trades before new bases are built, you'll get your ass kicked.
We are short $SIVE.
A retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800%+ rally in $SIVE.ST.
Insiders sold ~29M shares into it. Here's what they're not telling you.๐ Full report: https://t.co/4QEyuXQIQb
FRIENDLY REMINDER: It's a bull market. You're not a genius.
Stocks go up in bull markets. Always have.
You're not an expert in "bottleneck investing" and "key chokepoints." You're just long in a rising tide.