Gpickens

@SRxTrades good time to get into uuuu?

@commonsenseplay you in fact did not call the SaaS bottom

@Prophitcy Why do I only follow you on Home Depot and this lol

$MRK 24 APR 26 $117 CALL $0.20 GAP FILL PLAY + HIGH CONFIDENCE + SECTOR SENTIMENT

@commonsenseplay Nice trade tho, seriously. But market still hates SaaS. Sentiment is still shit

$NOW Q1 Earnings OUT: Strong beat but getting crushed AH. - Revenue $3.77B (+22% YoY) - Subscription $3.67B (+22%) - cRPO +22.5% Raised full-year guide AI momentum strong (Now Assist big deals up sharply), Yet stock dropping ~13% after hours. I cut half of my position going into earnings (trade alert went in my sub). But i'm holding the rest - may add more tomorrow if this dip continues.

@ABC12D2 Are you still in this / can you see if they are still in the trade ?

300k share block came in mid day. Options at 2:42 today… Jesus take the wheel

$TSM going to announce something with SIMO on this er. $SIMO never gets flow. They hit it last week and today hard. Glory comin🤷‍♂️

@commonsenseplay Genuine question - if the froth is back then is it really the bottom for SaaS? Do I enter into new quantum shorts? Which quantum name is the best short opp in your opinion ?

Quantum garbage ripping +50% in days: $IONQ $QBTS $RGTI Meanwhile $BIRD (Allbirds) up 600%. Froth is officially back in this market. Be smart and take your profits this time!

@commonsenseplay @commonsenseplay you’re celebrating a bounce when the whole market is bouncing. I love your quantum shorts and TLT thesis (tho I think you’re a bit early), but I don’t get why you play SaaS instead of AI infra on weakness. Narrative sucks even if NOW won’t be disintermediated

@Gpickens8 please do

What a day in the stock market! Portfolio just hit new ATHs. Told you the software selloff was overdone - this rebound has legs. If we get an Iran deal, this move accelerates. Did you capitalize today? $PATH $ACN $NOW $ZETA $MSFT

@commonsenseplay @commonsenseplay let’s come back to this in a month. lower.

@Gpickens8 I entered on Friday in Service Now my average is $83 lol

@cantonmeow what you think about dgxx?

@DeepValueBagger anything on dgxx? Peter lynch is invested

@0xcyberbro @ChelApples Youre retarded

@ChelApples Glxy cult on x will write a thesis on why this is a good thing the stock is down 10%

$GLXY well, they did say they were in the debt market. No worries! $CIFR, $IREN, $WULF, etc. dips all got eaten up after their CDs! ...so expected Galaxy to trade down 10%-15% with no bounce. 😅😅😅

@ChelApples This is just proof the market is full of retards. Long term hold for me. Rotating my retard gains from hive and bitf into galaxy. Study conviction

@jam3s81 You are retarded lol - there is little to no equity in these homes. Debt > Assets. If it pamps it’s because of low volume and shorts getting squeezed. And it might.

So $OPEN opendoor owns $2.36B worth of homes and its market cap is only 871M? 🤔🧐

@adamtaggart This ignores that institutional capital is stepping into SFR. Everyone has seen the blackstone headlines, but insurance capital is snapping up SFR from mom and pop owners and raising rents - the market will keep ripping until there is an overbuild (which hasn’t happened yet)

I have been ringing this bell & will continue to more loudly The tidal wave of housing supply from Boomer forced selling will be massive It will start hitting in full force by 2029 Why should someone take on a 30-year loan to stretch to pay top dollar today for an asset class that has a 25-year headwind ahead of it? zerohedge.com/markets/great-…

@drydenwtbrown Lol stfu

Today, you can build a new Harvard. Today, you can build a new NYT. This is one of most important days in the last decade.