Virat - DotCom 2.0

#enjoy

[Virat - DotCom 2.0 @virathedge]

@JobFound5 Note: this is for only US citizens

FYI - make sure you post this

[Virat - DotCom 2.0 @virathedge]

@merishabh_singh Just FYI - CITI positions will close internally.

[Virat - DotCom 2.0 @virathedge]

@downdetector I’m down.
@ATT

[Virat - DotCom 2.0 @virathedge]

@johnternus congrats!

[TrendSpider @TrendSpider]

BREAKING: Nasdaq is introducing a new trading session from 9pm to 4am ET starting December 6, 2026.

The stock market will soon trade 23 hours a day, 5 days a week.

[Knowledge Of Old📌 @KnowledgeOfOld]

The Olympics Banned This Technique Because it Removed the Fear of Failure.

A thread 📌

[Jesus Galindez @Jesus_Galindez1]

@0xeduu https://t.co/aPB8w9PNPt mejor verlo aqui en español van y colocan la voz en español , ayer lo vi esta super interesante, el canal esta super bueno porque tienen ponencia de IT muy buenos que estan con las manos directamente en los modelos AI de frontera.

[Patrimonio con Criterio @patrimcriterio]

10 Acciones de calidad cotizando cerca de sus mínimos de 52 semanas 🧵

1. Netflix $NFLX: -41%

[Messi World @M10GOAT]

🚨الأسطورة ميسي:

"بصراحة، كنا نعلم مسبقًا أن المباراة ستكون صعبة جدًا. وليس من قبيل الصدفة أن هذا المنتخب لم يخسر أمام إسبانيا أو أوروغواي.

نجحنا في تحقيق الأصعب بتسجيل الهدف الأول، واعتقدنا أن ذلك سيساعدنا على فرض أسلوب لعبنا واللعب بهدوء أكبر، لكن حدث العكس تمامًا.

فقدنا الكرة في بعض الفترات، وتراجعنا قليلًا إلى الخلف، ولم ننجح في الضغط عليهم بالشكل المطلوب، وهم استغلوا سلاحهم وسجلوا. كنا نعرف أن المهمة ستكون معقدة.

هذه مباريات إقصائية، ولا أحد يمنحك أي شيء مجانًا. قد يستخف البعض بالمنتخبات بسبب أسمائها، لكننا كنا نعلم أنها لن تكون مباراة سهلة إطلاقًا.

وهذا ما يميز كأس العالم الحالية؛ كل شيء متقارب جدًا، وكل المباريات غاية في الصعوبة.

بذلنا مجهودًا هائلًا كعادتنا، سواء لعبنا بشكل جيد أو لم نقدم أفضل مستوياتنا.

الآن الأهم هو أن نستريح، ونفكر في المباراة المقبلة، ونحاول استخلاص الجوانب الإيجابية من لقاء اليوم."

[Virat - DotCom 2.0 @virathedge]

Time to short $SNDK

What do you think?

[Aariv Khanna @AarivKhanna]

My wife sent 85 applications. Zero replies.

I uploaded her resume to Claude. 16 responses in 14 days.

Here are the 7 prompts I used:

[Citron Research @CitronResearch]

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

[Virat - DotCom 2.0 @virathedge]

@Animefanboy007 @Jay30BG4eva @KimKardashian Totally agree. Sorry ‘streets’ 😁

[Aria Westcott @AriaWestcott]

3 years of daily Claude use taught me which prompts actually make life easier.

Here are the 18 prompts I keep coming back to:

[Virat - DotCom 2.0 @virathedge]

@BITCOINFUNDMGR post chat on $PLTR and $SNDK