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Diligent Plane
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Diligent Plane
@DiligentPlane
Turned 50k into $1M+ in one year. No options Famous on @Reddit WSB with 23M+ views Your mom’s favorite trader
Katılım Şubat 2022
171 Takip Edilen1.4K Takipçiler

@amitisinvesting That’s what they get for making me breath poison the past week in NY
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Diligent Plane retweetledi

so much strength being lost into the close on no news...
i mean names that were up 7-8% on the day are now red
almost the exact same playbook we've seen for the past 2 weeks
pump open, dump within an hour, huge pump mid-day, dump close
maybe big tech earnings solidifies the momentum trade up or down based on capex projections and what the hyperscalers say
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Diligent Plane retweetledi

BREAKING: Mediators are working to push the US and Iran into a new ceasefire, per WSJ.
Details include:
1. Mediators are worried the US and Iran could settle into a pattern where they keep conflict below the level of all-out war but disrupt regional economies indefinitely
2. Traffic in the Strait of Hormuz has now collapsed to just 10 ships per day
3. Qatar has floated the idea of a 10-day ceasefire and an end to restrictions on shipping in the Strait of Hormuz to cool tensions
Brent crude oil prices continue to trade around $90/barrel.
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Diligent Plane retweetledi

My predictions for this week
$MU goes back above $1000+ and goes into price discovery
$MRVL goes above $200+ and starts to move towards $300
$CRWV gets out of the 70s and starts working towards $100
$GLW gets out of the 150s and starts moving towards 200
$LITE leaves the 700s and goes to 900 this week
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@amitisinvesting Stock market shouldn’t care. It’s not like any of this even hurts Nvidia
RIP to our fallen heroes though. We are thinking about you and your families!
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TRUMP: EVERY TIME IRAN KILLS A US SOLIDER, THEY WILL PAY
So, the updates around the Iran War this morning have been confusing…
Reuters reported that Pakistan and Qatar are trying to create a “10-day framework” for a ceasefire which would put an end to the recent strikes. We initially had a 60 day ceasefire with the June MOU but that has since been violated.
That got oil prices to come down this morning from $85 to $82, but then…
- Bahrain reported Iranian attacks
- Kuwait intercepted Iranian missiles
- A Saudi Vessel caught on fire in the Strait due to attacks
- A Greek Vessel caught on fire due to attacks
This is along with the strikes that were continued this weekend by the US.
Maybe we get a 10 day pause to begin negotiations again but if we do, it just feels like much more has to be resolved in order to have that pause lead to an actual end to the conflict.

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@PhotonBull I would give the people much better returns if I was in charge of Arkk. It’s not even close
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ARKK fund is the biggest scam in the finance world
And somehow it is considered legal
NoLimit@NoLimitGains
Your little reminder that Cathie Wood’s ARKK fund is down 45% on its CBRS position in one month. It has also lost over $40 million on SpaceX. But guess what? She collects management fees either way.
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@amitisinvesting We don’t own enough semiconductor stocks
The ai run is just starting Amit!
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Although price action has been a bit weak today, some very bullish datacenter/capex news over the past 24 hours...
- $IREN signed $2.8B of deals with AI labs, bullish compute
- Kimi K3 said over the weekend they are pausing subscriptions because of demand which seems to be entirely consumer and not enterprise yet, bullish compute
- $HUT got a 15-year $9.8B deal today, bullish compute
- $MSFT is expanding their partnership with $AMD and buying more chips, bullish compute
- The Information reported that $GOOGL is developing a new chip to use in-house called Frozen V2, they will have to use many of the chip suppliers in the stack to build more chips, bullish compute
The CapEx sentiment shift hasn't gone back to normal and Google earnings this week will be the first test to reaffirm the market's expectations of capex, but plenty of new deals and announcements that continue to be bullish on compute constraints and the trade associated with them overall.
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