dlb

@TheOptionsNomad 💀💀💀

Paying to Long $ADBE

男は一日に一度は賭けをしなければならない。さもないと、運のいい日を見逃して、それに気づかないままになるかもしれない。

1 piece of advice I hear all the time is, "Study the greats." I couldn't agree more...but I also think MOST people misunderstand what that actually means. When I say I've studied traders like William O'Neil, @markminervini, @OliverKell_, @Qullamaggie, Paul Tudor Jones, Stan Weinstein, and more recent greats who I align with like @RealSimpleAriel + @ShakePryzby1 & so many others, I don't mean I watched a couple of YouTube videos or skimmed a book over the weekend. I mean I've spent months + years reading thousands of pages, highlighting books, listening to interviews multiple times, revisiting old notes, comparing methodologies, and trying to understand "WHY" they thought the way they did. I wasn't looking for a magical setup or a profitability hack... I was trying to understand the principles that shaped their everyday execution + psychology. I realized pretty quickly that none of these traders trade exactly the same. In fact, many of them don't think like each other, and at first, that confused me. Then it became 1 of the biggest lessons of my entire journey. The goal isn't to copy someone else's system word for word. The goal is to borrow the pieces that fit your personality, your psychology, and the way "YOU" naturally see the market. So... that's exactly what I did! I took Oliver's obsession with relative strength. I took O'Neil's emphasis on leadership and fundamentals. I took Stan Weinstein's focus on Stage 2 breakouts and drawdown control. I took Qullamaggie's patience + emphasis on tightness. Then I spent years testing those ideas, throwing away what didn't fit me, and keeping the pieces that consistently made sense within my own process. Your edge isn't found by copying 1 person. It's built by understanding many people and slowly becoming yourself. I also think 1 of the most underrated reasons to study great traders has nothing to do with finding new strategies. It's learning from their MISTAKES. Every great trader has already paid tuition to the market. They've blown up accounts, held losers 2 long, overtraded, chased breakouts, ignored risk, and made almost every mistake you and I are capable of making. If I can learn those lessons through their experiences instead of my own, why wouldn't I? When I read a book now, I'm constantly asking myself questions... > Why did this work for them? > Would this fit my personality? > What assumptions are they making that I might disagree with? > What mistake are they warning me about that I haven't experienced yet? Those questions have become far more valuable than simply memorizing "someone's rules." The longer I've traded, the more I've realized that becoming proficient at anything isn't about finding one life-changing idea. It's about collecting hundreds of small lessons over years, connecting them together, and slowly building something that's uniquely yours. That's why I still read. I still take notes. I still revisit books I've already finished. Every time I come back, I notice something I completely missed the first time because I've grown as both a trader and a person. Experience teaches you what works. Studying others often teaches you why it works. & I think you need both. If I could leave you with 1 piece of advice, it would be this: don't just study people's wins... Study their routines + study their habits + study how they think under pressure + study how they manage risk + study how they responded after devastating losses. Because truthfully, those are the lessons that tend to stick with you long after the chart patterns are forgotten. At the end of the day, my goal has never been to become the next KQ or Oliver Kell. It's to become the best version of myself as an individual + trader. And studying the greats has been 1 of the biggest reasons I've been able to do exactly that. Don't take my words as truth, go study them yourself. Happy 4th, family!

I recently had a chat with a friend who's in the middle of his neurosurgery residency. Here's how it went: Me: So how’s things going with neurosurgery? Must be pretty stressful right? Him: Well… you’d think so, but it’s actually not too bad. Me: What do you mean? Don’t you have to work insanely long hours? Him: Well yeah… like over the past few weeks, I’ve had to stay behind for hours after the end of each shift to deal with emergencies. But hey ho, that’s just what you sign up for right? Me: Haha yeah, but most of the doctors I know love to complain about their lives… you seem pretty chipper about it in comparison :) Him: You know… I’ll be honest, sometimes I’m tempted to complain about stuff… but then I remind myself of something. Me: What’s that? Him: I worked really really hard to get into neurosurgery speciality training. I remind myself that the problems I have now that I’m inside it, are EXACTLY the problems I DREAMED for a few years ago when I was working to get in. While I was grinding away on my CV and doing interview practice, I was literally dreaming of the day where I’d get to deal with a neurosurgical emergency and potentially save someone’s life. So now that that’s happening for real, what’s there to complain about? -- Note to self: next time you catch yourself complaining about something, pause and ask: "Is this a problem that a younger version of me was once dreaming about?"

if I were Saylor I'd issue equity and sell BTC to raise $6.5+B ASAP the ppl who own STRC will want whatever the max drawdown is in annual yield. Right now drawdown is 20%. So for 20% APY you'd need STRC at 50 - right now we're at 77. if it traded to 50 it's lights out and you can't fix it. at 77 - it's extremely painful to fix but fundamentally fixable. at 50 it cannot be fixed if you rug the STRC holders you promised it was a 'better checking account' - decent probability you end up in jail if you have a lot of retirees going on TV saying they lost everything. I don't think you get love from Trump, who you are making look bad and damaging his children's financial interests to the tunes of hundreds of millions. you're going into this w a previous securities fraud settlement w the SEC in the 2000s so are an easy scapegoat I think if you were going in with a clean slate, and Trump wasn't the type of guy to love scapegoats, you'd be in a better situation and could just suspend the div call STRC a failed experiment and move on - let it depeg, etc but that's not the case. so yea. keep the digital credit train going bc what other option is there. if you jump out of the train now you die

If you are a swing trade this is what you WANT to print out and put on your desk. Thanks Denis for the study and @jfsrev for the referral on your substack!

bro vibe coded a hiroshima-scale ponzi and you're bullish? it is over. see you in the afterlife.

Kraken Robotics announces regulatory approval of its acquisition of Covelya Group. “We are excited to have received final regulatory approval for our highly strategic and transformative acquisition of Covelya Group,” said Greg Reid, President and CEO of Kraken Robotics. "Upon closing, our focus will shift to welcoming Covelya’s employees and to creating a global leader in mission-critical solutions for underwater platforms and subsea sensors/monitoring systems.” For the full announcement, read our news release: ow.ly/Trul50Ze84u

Future generations will never understand the magnitude of this downgrade

“The Chronicles of degeneracy”

If you run a sub and you buy $TTD you might actually have brain damage

Read Andrea’s Clenow’s stocks on the move book. The amount of AI names entering the $SPY is only accelerating. $COHR $LITE $NBIS $ALAB $CRWV

A reminder for the young & risk-tolerant investors who trade & invest in market leaders, SMID caps, and speculative companies: If you wish to outperform with high-beta on the way up, you will underperform with high-beta on the way down. Live by the sword, die by the sword.

This is the GREATEST video of all time!

“A man does not ask the mountain to be shorter”

Fun fact: Canada's new AI Strategy includes the word 'indigenous' over 6 times more than 'GPU'

@RealSimpleAriel the more i listened to this the worst it gets

Anyone remember this stupidity 🤣🤣 $MSTR

The community notes is killing me 😭😭

For those of us who invest and don’t have pre IPO access to names like SpaceX and Anduril, it’s up to us to find the next best thing to get access to the trade. Last summer, I selected $KRKNF Kraken Robotics as my adjacent exposure, a style of trade I have gotten pretty good at over my career. The trade revolves around 3 key pillars… - Uplisting: Kraken is currently listed on the OTC markets, meaning it falls off of most scanners and institutional radars. Last year, I owned PSIX which was also an uplisting candidate and adjacent to my power systems thesis, and the results were stellar once people saw it as a buyable component of the theme. - Administrative interest: On Wednesday, Trump expressed interest in drones as a means to bolster US defense through cheap unmanned products. Kraken Robotics is deeply embedded in Andurils subsurface naval vehicles with their battery and sonar packages. - Robotics tailwind: I think we all know the robots are coming… if I see @ZaStocks mention it anymore I’ll be forced to acknowledge that he’s being paid off by Elon to pump the bags. Just kidding, but seriously I think as the AI ecosystem builds out, robotics use cases for krakens battery packs will become viable, making for a nice background tailwind, kind of like how space force acts as a background tailwind for the space economy. Between these foundational pillars, and a pretty sweet weekly chart, I have increased my position in the stock.

reminder of what happened to the NASDAQ during an infrastructure-fuelled tech boom when the Knicks played the Spurs in the NBA Finals in 1999