Rainmanhyperscalper

You lose the game the moment you start paying more attention to the fairness of the board than to the incentives actually running it, because reality does not reward you for noticing that the structure is ugly. It rewards you for understanding how the structure moves people and then positioning yourself accordingly.

This doesn’t address the demand problem, money needs to keep moving. You might hate some form of communism as the solution but it’s prob the only path forward once you’ve understood all of the problems fully. Not mutually exclusive either, everyone should have a model like that but it doesn’t address hardly any of the real issues.

Lots are touting UBI and Communism as the solution post AGI. This is the wrong solution and will set us back a century. We rather need neuro-capitalism: everyone has a unique model they own / control that is an extension of their cognition / self.

In an ideal world the market can digest some here while I hold $SQQQ to reduce portfolio volatility. Allow the 10/20sma to catch up in some of out favorite names! We could be littered with high tight flags/pennants and classic flat bases in another 5-10 days! $AMD $NBIS $BE $MRVL $INTC $TER $LRCX $CIFR $SNDK $MU $GEV $RKLB $PL $CIEN $NVDA $AMZN $GOOGL $DELL $COHR $TSEM $AMKR $LUNR $AAOI It's really unbelievable when you flip through the scans and realize how many names look fantastic. $WDC $STX $LITE $AVGO $KLAC $MPWR $FORM $CAT $PL $CRDO $ARM $WULF $HUT $VRT $GLW $STM $SATS $CLS $FIX $STRL $CRWV $PRIM $SMTC $LSCC $AEIS CORZ MOD POWL. And probably 100 more name if I dug around for another 10min

Engineering & Construction names quietly look fantastic. $STRL $EME $MTZ $PRIM Also, some steel are strong up the right hand side $NUE $STLD $ATI

I don't know when the bull market ends. And it doesn't have to end - this could be singularity and people should trade it like that's possible. If it ends, I do know how the bull market will end: AI stops improving at such a fast pace. That's it. As soon as that happens, kaboom, earnings are going to revise extremely negative for hyperscalers and their suppliers. And meanwhile, AI is already good enough to seriously damage a bunch of legacy businesses.

@DrBrianKeating @elonmusk This was gay af

A few times a year, @elonmusk replies to one my X posts (aka Tweets). I never know the reason why. Sometimes it’s a dad joke. Sometimes a pithy observation about science. Sometimes it’s a snarky observation about a celebrity. This time it was all three. I wondered why Elon replied to me. Not the millions of other voices in the thread—mine. At first, I assumed it was luck. But the more I looked at it, the more it felt like physics, not chance. This time I got to be part of a billionaire sandwich Marc Andreessen (@pmarca) made a sweeping claim. I didn’t argue it head-on. I just nudged it—one line, one example, a small crack in an otherwise smooth surface. Suddenly, that was the spot people looked at. Not because it was louder, but because it changed the shape of the conversation. Moral: If you want to be heard, don’t add more noise. Change the signal.

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

1) you make the rules 2) NOLs havent run out - tesla took huge risk and made huge losses for a long time 3) the massive success in Tesla's stock creates a deduction - didnt come from big beautiful bill - has been in the code for decades 4) biden's inflation reduction act gave Tesla extra credits 😂😂

@kayaanil @fit_businessman @TraderJonesy They’re likely back to short gamma cause of large call buying recently

@fit_businessman @TraderJonesy Hey Michael, qq on this mechanics: Aren't MMs long those calls in this setup; hence, aren't MMs supposed to be selling stocks into a rally to be delta neutral. If so, weren't they supposed to be the dampening effect, how were they squeezed into buying?

I understand I took some heavy losses today to adjust my positions. Not many expected this rally. But what I will say for those calling for $750.. We ripped 10% in two to three weeks… You really think we keep ripping after that with no healthy pullback? Let’s be reasonable, realistic and objective here is all. There is a lot of people drinking some insane kool-aid on this app. $SPY $SPX #SP500

I genuinely don’t know whether to laugh or lose my mind anymore at this European hypocritical double standards. When it comes to Vladimir Putin, suddenly it’s Churchillian resolve. No compromise. No dialogue. Arm Ukraine to the teeth, sanction everything that moves, wreck your own energy security if necessary - because tyranny must be confronted. Fine. I actually respect the consistency of that … in isolation. But then you turn around and lecture us - us - the Gulf monarchies, Jordan and Israel, about showing restraint with Tehran? About dialogue? About coexistence? Are you serious? For forty years - forty bloody years - this regime has been waging a shadow war across the region. Militias, proxies, sleeper cells, terror networks, destabilizing entire countries - Iraq, Syria, Lebanon, Yemen - and threatening the Gulf monarchies, Jordan, and Israel nonstop. This isn’t theoretical. This isn’t abstract. This is lived reality. And yet here come Emmanuel Macron, Keir Starmer, and the rest of the European choir, gently advising us to calm down, de-escalate, and - what was it again? - “give diplomacy a chance.” Diplomacy with who, exactly? With a system that has built its entire regional strategy on plausible deniability and proxy terror violence? You were willing to absorb inflation, energy shocks, and political backlash at home to confront Moscow. You made that choice. You said: this is the price of standing up to a tyrant. So don’t come here and tell us - after decades of being on the receiving end - that we should just sit down, smile politely, and “coexist.” Either you believe in confronting tyranny everywhere .. or you don’t. Macron, Starmer, rest of EU leaders and top bureaucrats should just STFU and spare us the self righteous sanctimonious lectures!🤐🤫

Reminiscences of a Stock Operator quote of the day: A man must believe in himself and his judgment if he expects to make a living at this game.

"Human beings are born with different capacities. If they are free, they are not equal. And if they are equal, they are not free." — Aleksandr Solzhenitsyn

Volume has really taken a back seat in my trading the past several years. I’m focused more and more on how price is acting. The best type of volume on charts these days is when price tightens significantly and we see a lack of sellers (dry up).

@sspencer_smb Idk that we torpedo a tanker but some collision with China is in the cards for me, even if just some back and forth threats that don’t materialize, might pull decently in that if it happens

a pretty good asymmetric trade would be buying some WAY OTM SPX puts for May on the off chance Hegsweth decides to torpedo a Chinese oil tanker... thoughts?

Flat Base Breakout. youtu.be/85SuKMuBjEc?si… via @YouTube

“But the curse of every ancient civilization was that its men in the end became unable to fight. Materialism, luxury, safety, even sometimes an almost modern sentimentality, weakened the fibre of each civilized race in turn; each became in the end a nation of pacifists, and then each was trodden under foot by some ruder people that had kept that virile fighting power the lack of which makes all other virtues useless and sometimes even harmful.” -Teddy Roosevelt

lol wtf, nothing else explains it? a huge gap like this is very very very likely to get faded and thanks to all the tards who sell tesla calls on pops and load mm's with delta, yea you have endless pullbacks bought by speculators like you and me who then dump when the low gets taken out or on some next pop after LOD gets taken out. rinse repeat until value is found, but stock still considered overvalued by actual investors who don't see the long term vision, so this thing never comes into an actual value floor, and you get this garbage instead, not hard to understand, but I'm sure MM's do lean into this, why wouldn't they, the fervor in the TSLA community generates retarded order flow, mm's cant just move a stock of this size, the order flow for this to bounce hard just isn't there.

It's easy to see now. The MM's had the order in the PM. Knew about it. Told their buddies to dump at the open. Sold X amount of Elon's shares and left all us retail holding the bag again. Now we wait for the Form 4 to see how many he sold. What a prick. $TSLA

Normal crystals repeat a pattern in space — like atoms in a diamond grid. A time crystal repeats a pattern in time — it oscillates forever without needing energy input. Physics said that shouldn’t be possible, but it is. Most time crystals that people have made in labs are simple — a few atoms, super cold, lasered in a loop. A polyatomic continuous time crystal (PCTC) is what happens inside biological molecules like tubulin — the protein that makes microtubules in almost every cell in your body. You’ve got thousands of atoms in one tubulin dimer, and the electrons in certain amino acids (tryptophan, tyrosine) are absorbing and re-emitting photons in a synchronized, self-sustaining rhythm. No external clock driving it. The molecule is the clock. This energy that drives the vibrations here is none other than the sun. “Continuous” means it’s not being pulsed by a laser like lab time crystals — it runs on its own, powered by the geometry of the molecule itself. “Polyatomic” means it’s not two atoms in a trap, it’s a giant protein with ~14,000 atoms all participating in a coherent oscillation. So why should you care? Because, every microtubule in every neuron in your brain is a massively parallel quantum computer running at room temperature, and biology solved the “quantum coherence at body temperature” problem 3.5 billion years ago while we’re still trying to keep qubits alive at near absolute zero. Nature already built quantum computers. We just didn’t recognize it because we were looking at silicon.

It’s gonna take years for some people to realize the decisions Trump made in this term directly led to a new wave of American exceptionalism, and prevented this country from turning into the UK. He probably won’t even be alive when he finally gets credit for saving this country from the dark and bleak trajectory we were heading down. He’s single handedly taking down the new world order by way of the new red green alliance, and he doesn’t give a fuck how many people hate him for it in the moment, because he sees the cost of not doing it while he still can. Bookmark this shit and set an alert for 2050 so you can come back and tell me I’m right.

The fact that SO MANY otherwise intelligent Americans believe that Trump is just going to cave on the outrageous demands of the Iranian mullahs astonishes me. I know I should be past being astonished, but the sheer pig-headed stupidity of it is at an all time high. Trump truly and genuinely has caused a large portion of the America population to lose all reasoning ability. It's almost supernatural.