Franny

Wife is codex pilled. She upgraded to $100 a month from $20. So we spending $300 on OAI monthly. Claude looking like the odd man out

@atelicinvest Sir

@Franny8 brb asking my bot

Keep your jobs, folks.

@jnconkle Going to make an IBKR soon i think. Feels like what all the cool kids have

@Franny8 . . . needs a nipponese name sir.

Wish i did better on fills. Already have $MU and $SNDK so did not size it up here. Do i truly need a third?

@teslabulltr They planning an offering too no? Man i need to make a IBKR. I feel so left out at times lol

@Franny8 You need Samsung Franny, foundry will print next to memory and it also has that catch up runway in it IMO.

@chat_SBC Sir what if it goes lower

$ORCL down 50% with codex ramping + 5.6 benchmarks. not that long ago bulls were calling for $300 and still can get there in 2 years. R/R pretty nuts right now

@rennyzucker Worse than Sam in my opinion

There’s a non-zero chance Dario over-hyping Mythos started a technical recession that ultimatum leads to peak Claude having already passed us by.

@GoBirds555 Sounds a recipe for a flat stock ngl lol

@Franny8 Just add on -5% days and cry when it fades on +3% days

Not sure how $META longs done it all year, honestly more frustrating than semis

$SKHY staying true to the name of the ticker

Some qick thoughts, clearing most of my hedges today and adding to a few semi names, mostly $SNDK. Not adding a lot since already in the name. I also don’t think software is the place to be right now; i feel like the market will sell off names pretty indiscriminately.

@sj_xxxxxxx @GoBirds555 Why would it bounce ? Feels like the market is more likely to sell and ask questions later

@GoBirds555 NOW and TEAM best ones here for sharpest bounce?

Great we are selling SaaS because of $IBM !!!

@negligible_cap This the content i like to see, subscribe

$IBM CEO’s letter along with the pre-announcement might be the most bearish news for SAAAS yet. Companies are pulling back on software spending to prioritize AI capex and cybersecurity.

@PythiaR @institLPGP What if Q3 is just the sequel of Q2? Many people are saying it

@institLPGP That was the Q2 playbook tho.

@steve2bacon Dead cat? Sure about that

software getting rugged so semis can have a deadcat bounce. just fucking kill me

@institLPGP @negligible_cap Tree always has to be smartest in the room. Yet biggest position red YoY, red ytd.

@negligible_cap Lmao I longed meta so the tree would stop harassing me for being flat then the tree blocked me for having a different thesis!

Tree account when $META bears do anything

@jimcramer Jim, thank you

And SK Hynix is hostage is leveraged to ridiculous leveraged ETFs!! We are about to be devoured by a three team parlay of Hynix, Samsung and SanDisk

@GoBirds555 Yup

@jnconkle You get any?

@valuedrift Yeah i think so

Buy $KORU and $SOXL here in hopes of another double?