Arkham
366 posts


@aleabitoreddit Anyone who full ports on any stock is dumb period.
They should learn position sizing.
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Glad I live rent free in your head.
On the contrary, you’re proving the point I discussed with @DeepValueBagger and @daniel_koss
Grow up
AndrewGolfs@AndrewK16673926
@aleabitoreddit Oh no! You’re going to make the guy (@LandoInvests )who tagged the SEC and told them to look into you for insider trading cry!
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@Fickifacki123 @BlackPantherCap @daniel_koss I got blocked for saying his framing of using all time charts as a rationale for which investment is better today is ridiculous. I guess we only want echo chambers on this app
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@BlackPantherCap @daniel_koss He is a serial blocker in this infantile $Iren vs $Nbis clown show. So i thought this was directed at him
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Seriously. Stop.
The $IREN vs $NBIS debate is getting embarrassing.
A few things worth saying out loud:
1. A stock is not a religion.
Marry a thesis, until it’s broken. Not a ticker. If you can’t separate your ego from a position you shouldn’t be managing money.
2. Blocking people over a stock discussion is a red flag.
Not for the person who got blocked. For the person doing the blocking.
It happened today to me from a ‘legend’ with a big following.
That’s not investing. That’s insecurity in public.
3. Learn to read behavior, not just charts.
How someone responds to pushback on their positions tells you everything.
→ Can’t handle disagreement? Real conviction welcomes pushback. Hope doesn’t.
A well-developed thesis can withstand pushback. You can explain why you own it, address the bear case, and still hold your position without getting emotional.
→ Attacks instead of engages? Emotionally reactive.
→ Blocks instead of responds? Not as confident as they appear.
The market will humble every single one of us eventually.
The investors who last are the ones who stay curious, not defensive.
Study the person behind the post.
It’ll save you from following the wrong people into the wrong trades.
The ones who block, attack, and defend tickers like religions?
3 possibilities:
→ The thesis isn’t there yet.
→ Their brain hasn’t fully developed yet.
→ The emotional maturity isn’t there yet.
Either way, not someone you want managing your money mindset.
-BP
Not financial advice.

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@growthrapidly Unfortunately some people on this app spread misinformation about how ATMs work so people have missed out on free money buying in the 30s
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@Sergeant991 @mind1nvestor It’s gonna moon on earnings again. It was only tanked by Iran stuff
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@mind1nvestor yea idk about that, couple months ago people on X were saying $AMD will fill the gap at $150-160 but didn't happen and it the stock is flying now. I think the bottom is in for $ZETA at 14.50 area, that was the reversal zone. Earnings in 4 trading days.
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@DeepValueBagger @fin_anthro You could itemize your taxes and use those as deductions instead of standard tho
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@fin_anthro There's a price on peace of mind. Plus interest rate, the way mortgage work, 90% is paid for the first few years.. so expenses will be $150k-$200K just on interests.
I buy it to live, so if i feel i have good value, it's fine. I don't worry much about market price.
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More to nice things, the reason I went aggressive on my investments is because I wanted to live a 2m+ waterfront house. I asked my wife, a realtor, to start booking tours. The purchase will be done in fully cash. I want that peace of mind not having a mortgage over my head esp with some of my concentrated positions. At some point I want to take easy and rotate some to index & chill.
(I know many you guys here are expert geo-detectives so I have to be super careful about what I share - more to come)
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@DeepValueBagger Why would you not want a mortgage if you get the interest rate to 4%~?
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@na_option The entire conversation during the earnings call should have been around robotaxi and not future optimus and terafab talks.
Literally no new details about the robotaxi rollout...
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$CRWV will be one of those generational wealth making investment opportunities.
Maintaining 167% YoY revenue growth, $3.6B in cash on hand, & a $6.3B contract signed by $NVDA you cannot be bullish enough.
Nvidia even bought $2B of equity into $CRWV in January.
$320-$360 by Early 2027.
Mark it…

Ghost X Swings@GhostxSwings
Imagine seeing $CRWV at 360 and not buying when it was 110……….
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$MU If you understood the memory bottleneck, you'd see how ridiculous is a 5 fwd PE on Micron.
Compare that to another cyclical $INTC that trades at 50+ fwd PE.
A rerate to at least 15 will take $MU to $1500, not accounting for rising memory costs. SemiAnalysis is expecting DRAM and NAND prices to double or triple from here.
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@MindMathMoney @therogueoracle @_HalalTrader_ The only psychology here is this other guy saying chart too high too fast therefore it’s done. You could have literally said the same with Nvidia
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@_HalalTrader_ @ArkhamInvests Ya got me bro, stocks go up forever, just buy the stocks that are up 7000% YTD, they’re going to mars
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@TradexWhisperer Where was this when I needed it, now I am working double shifts at Wendy’s
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$CAR The PINK candle told the story before it happened.
Not after. Not during. Before. Your only regret?
Not having a system this sound and this simple.
Get 300+ charts daily. Try it free: patreon.com/posts/master-m…

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@TheProfInvestor Until Dan says “no deal yet” and we back at $40.
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@jacob_moreno_ Not over. Game 4 and then it becomes a 3 game series and we would have a MVP back
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If the #Sixers were to win this series, they had to pull it off tonight. Little things like second-chance opportunities, center instability, VJ missing all seven threes, Grimes going MIA, all add up.
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