The Lantern Man

@epictrades1 There is a sayin in Poland "Do not enter the same river twice", and I'm always waiting for a proper price to reenter. Sometimes it goes away, sometime I can buy cheaper ;)

I thought I'd share an issue I had for several years, I've finally overcome. The old I bought that stock at 50 how can I buy it now at $200 dilemma. Stocks are ultimately powered by earnings and growth. So what was once $50 might truly be worth $500 given the numbers. Case in point $MU ... did you ignore it at 200 because you sold it at $150 for a 50% gain ? Well it was trading at 2 X and should never have been there. The point is put the past behind you and view each moment as a new, unique opportunity. $AMD was one of my top calls in 25 near 118 and I've been out for a long while. It did not stop me from buying the dip at $319 this week. Years ago I just sat there saying NO CAN DO. You live, you make mistakes and hopefully learn.

@EhrmantrautCap_ Yup, shorts since 400$

@lantern_men Down -160%?

SanDisk $SNDK had a great day in the end, rising over 8% following its incredible earnings report. I am now up over 100% on SanDisk since buying in February, my biggest winner of the year so far! The best part about this? Even though $SNDK has had a monster rally in the past year, it's still valued at only 8x FY2027 earnings as of this moment. There is absolutely no way I am trimming any shares here!

@rditrych Noo... przecież spada. Portfel -37% YTD, największe pozycje wszędzie czerwień, wygląda na koniec wszechświata 🤷‍♂️

I jak tu rynek ma spadać przy takiej progresji zysków? „During the past week, the (blended) earnings growth rate for the S&P 500 for the first quarter increased to 27.1% from 15.0%. If 27.1% is the actual growth rate for the quarter, it will mark the highest year-over-year earnings growth rate reported by the index since Q4 2021 (32.0%)” - Factset

@JesseCohenInv Bear's heaven ;)

What do you call this chart pattern?

@VERYKOOLLUKEY Just buy good businesses like Grandpa Warren says... There are a lot of cheap companies like $SE, $MELI or $CPRT

Realistically what even is there to invest in on a 5-10 year horizon? S&P at ATHs Gold near ATHs Treasury bills barely above the rate of inflation Housing market is cooked The dollar is cooked WHERE DO I PUT MY MONEY

@TheLongInvest I've bought $BABA on Christmas eve in 2020

$BABA $BIDU are BUYS

@Remzztrades Well I'm definiately not missing it actually -37% YTD

Life changing market. How can you miss it

@sspencer_smb Well.. I assume then they will pump it ;)

i can't even imagine what they'll do to $MSFT when they report a weak quarter...

@PurpleDrink_LLC I'm short since 400$ waiting for Chapter 11

Gentle reminder that $SNDK traded $900 on April 21st Earnings shake resets it before $1,300+ Not in the stock, will happily watch it on consolidation now Sorry I don’t make the rules, that’s how power trends work. Memory not remotely close to done, lot of folks thought space was done 2 days ago

@ZaStocks What market?! I'm -37% YTD

This is a generational bull market. Take advantage while it’s here because this type of market with such strong tailwinds is rare. Earnings, government policy, investment, narratives, themes, technology, etc. like we have today only comes around a few times per lifetime. More money has been lost calling “tops” or sitting on the sidelines vs. simply respecting a strong trend like this. I’m not worried about exiting at the exact top or “calling top” and you shouldn’t either.

@Deilounge Software, ecommerce, apparell, automotive.. Właściwie wszystko na wpierdzielu

@lantern_men Na czym? Tradycyjny software?

To co zadziało się przez ostatni rok na amerykańskiej giełdzie w sektorze spółek AI nie mieści mi się do końca w głowie. W ciągu 12M niektóre spółki urosły na wartości nawet 30x. Niestety złapałem tylko część ruchu, ale ostatni raz taki vibe czułem w czasach internetowej bańki 🤯

@Mayhem4Markets I'm -37% YTD, it's a crisis territory...

A quick thought for all the perpetual top callers. Markets hitting all-time highs regularly are strong. Markets that can't push past all-time highs and roll over are weak. We're in a strong market. Sure we can have pullbacks, but the path of least resistance remains higher.

@TradingThomas3 I'm both long and short ;)

Any bears left?

@JUST_KAWS I see Chapter 11

$SNDK Do you see $1,000 or $1,100 coming first?

@antibearthesis Tkek profit is take profit.

People who refuse to sell a stock just because it’s below their cost basis

@2kaykim Have you tested their software? It's really crappy...

I'VE LOADED UP THE TRUCK HERE ON $MSTR. THOUGHTS?

@MacnBTC Yup, it's not too late to short them all

still not too late to buy these btw

@Ergorg No przecież jest kryzys, moje portfolio -37% YTD

Od 2018 czytam o nadchodzącym kryzysie tymczasem SPX:

@TheH0n3stTrader After 13 years on the market its the same Bro..

The hardest period in a trader's life is after 2 years of trading.. Too deep to quit. Too broke to continue. Family's asking you to quit. You know you can do it, but you can't prove it. Everyone thinks you're crazy. It's extremely painful..