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@comfyleverage

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Inscrit le Temmuz 2024
762 Abonnements773 Abonnés
comfy
comfy@comfyleverage·
distributions actually looks reasonable now too
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comfy@comfyleverage·
the vix has been > 20 for over 13 consecutive sessions now the win rate is now greater than baseline and avg return is 2x any random day on spy (1 month return) might be time to buy the dip?
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based16z
based16z@based16z·
@0xMentalIllness selling one ATM put for dec30 buys 12 8k calls but idk if im that silly lol
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comfy@comfyleverage·
@CL207 why thinkpad over macbook
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CL@CL207·
didnt know 16" thinkpads were so much smaller than 17" ones just got a new one😎
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merp@0xMerp·
what if the weekend was green
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comfy
comfy@comfyleverage·
@Wild_Randomness @AlexCorrino yea agreed - the dd5r chips are the most relevant to $mu's revenues they are still going up in absolute $ amounts but aren't repricing as quickly and aggressively as they were from q4-q1 vs. now i like the trade
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Mandelbrot
Mandelbrot@Wild_Randomness·
$MU OTM June Puts from ~ $451 Earnings sold, price lifted and filled gap… Trigger. Memory GCR (@AlexCorrino) is less constructive on it relative to SNDK as well. MU margins could be near a peak. Also citing risks of fragmented AI investments (GCCs).
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comfy@comfyleverage·
@Merridew__ this is prob the most depressing take i've read all day
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comfy@comfyleverage·
some big sells from $avgo execs
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comfy@comfyleverage·
@0xMerp sheesh
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merp@0xMerp·
Networth 2x in the last month while everybody yapping about the end of the world Hyperliquid
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comfy@comfyleverage·
@chrisgrx_ enjoying the chop i see 😝
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Chang 🧪
Chang 🧪@chang_defi·
citrini is literally ansem to the bone
Lobster "兄貴”@BowTiedLobster

@crediblecrypto This is a great example of the phenomenon I talk about in this post. First sentence sets an example of being a bad trader. If you can’t imagine both sides find a new hobby/job. Second sentence pushes the reader to *trade against his own instincts* (BAD idea). You want your gut to work for you not against you.

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comfy retweeté
Steve Hou
Steve Hou@stevehou·
My flight attendant oversaw me checking the markets on my phone and just casually told me with a smirk: “It’s just going down down down. That’s why I have puts on the SPY for tmrw.”
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comfy@comfyleverage·
bouncy ass march so far
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comfy@comfyleverage·
@thiccyth0t thiccy pick up line goes hard eh
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Jason Gallagher
Jason Gallagher@jga41agher·
One of the best ads I've seen in a while. So good.
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Rhino
Rhino@lBattleRhino·
What will become the next event that causes everyone to be driven into insanity buying puts
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comfy@comfyleverage·
@anidesh7 oklo's team headquarters location:
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comfy@comfyleverage·
what's goin on with $oklo hmm
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