Dubs
77 posts
I’m glad every modern AAA game looks like a grainy piece of shit on console so RTX 5090 users can admire high-poly 3D tire tracks if they choose to no-clip 2 inches from the ground
Green@mrgreencastle
Pretty cool stuff for Halo. Just wish things like explosions would do it, too.
English
@pablo_catbal nopes its impossible to access your iphone no matter who you are
apple support will never give , i remember indian govt asked access of another party member phone and apple didnt gave access for security reasons
English
I’m sitting 100% cash right now for the first time in years. Needed some time to reset. Down 62% YTD after being up 32% YTD in June. Feeling uncomfortable about this big of a rally in tech names in a single day. Will be back soon, but have to get mind right.
English
@nerdalert Just a moron.
What the fuck are you talking about. To make that connection would call into question every single macro note, and it's effect on the market.
Do you think it's that easy to tank a market. You fucking moron.
English
This type of manipulation by Citadel should be illegal. Not defending Leopold's risk management by any means, but Citadel intentionally put out a bearish note on a surprise rate hike on Tuesday, bought out Leopold's positions at rock bottom on Wednesday, and now is participating in wild returns on Thursday.
This is disruptive for the broader market, not to mention sleazy and gross.
amit@amitisinvesting
OH. MY. GOODNESS. CITADEL HAS BOUGHT A MAJORITY OF THE PUBLIC ASSETS FROM LEOPOLD'S SITUATIONAL AWARENESS FUND. So...Citadel scares everyone on Tuesday about a surprise rate hike during FOMC that WE ALL KNEW was not going to happen... On Wednesday, the entire market freaks out about the rate hike which causes the selling to compound on itself creating 50-70% drawdowns across the board in high beta semicondcutor names... Which means Leopold who we now know had $45B of assets and was 400% LEVERED ends up being the sacrifice as he gets liquidated at what theoretically could be the bottom due to not having the margin requirements to keep solvent... AND THE PERSON WHO CAUSED THE SELLOFF WITH THE RATE HIKE FEARS ENDS UP COMING IN TO BUY HIS ASSETS FOR 40 TO 50 CENTS ON THE DOLLAR. By the way, Leopold is getting married this weekend. I think he wanted to make sure he wasn't getting margin called during his wedding. A vet on wall street in Ken Griffin takes out the young new kid. ABSOLUTE. CINEMA.
English
I absolutely hate gap ups with a passion.
- I have seen plenty of gap ups turn into total traps that fade completely just hours later.
- I have seen violent dead cat bounces in structural downtrends.
- I have seen violent bear market rallies in structural downtrends.
The absolute best thing you can do today is simple: close the laptop, do not look at the markets, and come back next week.
When a real bottom is finally formed, you want as much mental and physical capital available as you can possibly put to work. Don't waste your energy overtrading a choppy, fake morning pump.
English
@DefectivePigg That would take more effort than just going to the bathroom
English
Buying AI stocks right now is literally a free money glitch:
> Korean degens wiped out
> Leopold (spiritually Korean) wiped out
> Citadel short positions closed and full long ready to send it
> All the sharks closing their shorts and flipping long
> Hynix and Samsung post earnings clarity
> Hyperscaler capex guidance out
The stock market is going to Valhalla the next few weeks anon, do not miss out on the recovery
#partyinKorea
$SKHY $MU $SNDK, Kioxia, Samsung Electronics
English
@TheStockUp_ @antibearthesis $TSLA is in the mag 7. Your opinion doesn’t matter.
English
@antibearthesis $TSLA should not be in elite companies but rest I agree
English
$100K portfolio 📊
$25K into $VOO
$25K into $BTC
$25K into $QQQI
$25K into $SPYI
Thoughts on this portfolio?👇
English
@DrNickAlpha @mhp_guy It is odd that he would know as most people keep their roofs hidden.
English
@mhp_guy How did he know who needs a new roof?
English
This dude turned $100 into $45,000.
How? Free watermelons.
He owns a roofing business. He placed 20 watermelons on doorsteps with this note attached and it won him 2 jobs.
You can complain that a market is too saturated, or you can just do things.
English
@thechrisweaver @PTrubey No crying in the casino
English
Citadel is not the bad guy in this story.
When you are investing billions and make 20x returns in 2 years, you attract the notice of all the hedge funds. It was obvious to everyone that Leopold had to be using excessive leverage to get those returns.
Taking out a player who doesn't have enough liquidity to cover leverage and manage a downturn is so common on Wall Street, it's one of their basic tools to enhance their own returns.
No, the person who should be blamed for Leopold's implosion is Leopold himself.
Hedge funds do use *some* leverage themselves, but boy do they analyze the snot out of those positions to ensure what happened to Leopold doesn't happen to them. Leopold either didn't do that basic analysis or got it comically wrong.
Players like Citadel actually *help* the market by taking out the yahoos who end up causing excessive market volatility through leverage. If you know you could get pounced on by the likes of Citadel, then you won't put yourself in a position to be pounced on and thus won't cause undue market volatility.
amit@amitisinvesting
OH. MY. GOODNESS. CITADEL HAS BOUGHT A MAJORITY OF THE PUBLIC ASSETS FROM LEOPOLD'S SITUATIONAL AWARENESS FUND. So...Citadel scares everyone on Tuesday about a surprise rate hike during FOMC that WE ALL KNEW was not going to happen... On Wednesday, the entire market freaks out about the rate hike which causes the selling to compound on itself creating 50-70% drawdowns across the board in high beta semicondcutor names... Which means Leopold who we now know had $45B of assets and was 400% LEVERED ends up being the sacrifice as he gets liquidated at what theoretically could be the bottom due to not having the margin requirements to keep solvent... AND THE PERSON WHO CAUSED THE SELLOFF WITH THE RATE HIKE FEARS ENDS UP COMING IN TO BUY HIS ASSETS FOR 40 TO 50 CENTS ON THE DOLLAR. By the way, Leopold is getting married this weekend. I think he wanted to make sure he wasn't getting margin called during his wedding. A vet on wall street in Ken Griffin takes out the young new kid. ABSOLUTE. CINEMA.
English
Want to Know If the Bottom Is In? Read this.
Since $QQQ just printed a gap-up candle, the next thing I'll be watching is the Follow-Through Day (FTD).
One of William O'Neil's most important rules for confirming a market bottom.
How it works:
- Market is in a correction. The first day an index closes higher = Day 1 of a rally attempt.
- Days 2-3 don't need to be up. The rally stays alive as long as Day 1's low holds.
- Then on Day 4-7, watch for one major index (S&P 500 or Nasdaq) to gain 1.25%+ on volume higher than the day before.
That's the follow-through day. Downtrend over. Confirmed uptrend.
The rules that matter:
- Not every FTD works - many fail
- But no bull market has EVER started without one.
- Undercut Day 1's low -> the count resets
- FTDs after Day 10 carry lower success rates
What to actually do on an FTD:
Don't go all in. Buy starter positions in leading stocks breaking out of sound bases. If the rally is real, they work - and you add. If it fails, you're barely exposed.
O'Neil's whole point: you don't predict bottoms. You confirm them.
Corrections are for building the watchlist. The FTD tells you when to use it.
English
BREAKING: Citadel Absorbed BILLIONS worth of $SMH from Leo's Situational Awareness Fund on July 27th
Citadel is one of the largest dark-pool and block participants - Retail DOES NOT have access to these markets
This Story just got even Crazier:
In the days leading up to a full-book takeout it is common for the eventual buyer to:
-Test liquidity by absorbing pieces of the book
-Build inventory or hedge its own exposure
-Facilitate the primes’ marketing effort
So the dark-pool activity seems to have been Situational Awareness/primes selling partial exposure → Citadel days before the news was released
Then, yesterday, Citadel announced that they expected the Fed to hike rates, which sent semiconductor stocks spiraling MUCH lower
It is possible that Citadel was aware of Leo's dire situation from previous deals and deliberately slammed the tape lower to completely wipe him out and scoop up his books for cheap
Cheddar Flow@CheddarFlow
$SMH BILLIONS in dark pool orders hitting the tap 15 minutes before market close and in after hours
English
This is not how this works.
$VOO can any time drop 50%. Has happened before. Will happen again.
$QQQ can drop 80%.
History has shown us that it is possible .
You are a baby. You probably started in 2020. Call yourself investment addict and make such wanker posts!!
Investing Addict@InvestingAddict
Everyone says $VOO and chill is the safest way to invest. I’m here to be transparent and show you that isn’t always the case. It’s been a rough week.
English