Hypp_Johnson_Investor
276 posts
Hypp_Johnson_Investor
@HyppInvestor
Long AI supercycle. Early IREN investor. Current portfolio 5 year annualised compound return (inclusive of closed positions) of 27.93% p.a. (starting 2021).
Katılım Mayıs 2026
234 Takip Edilen100 Takipçiler
@ChrisCamillo Absolutely, I wil wait until next week to see what to buy once the dust settles.
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Nobody wants to hear it.
This correction is needed. And healthy.
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Fortunately, I closed these out for a 50% profit a day after selling them, otherwise would have been assigned today!
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Great day for me to sell some $NOW CSP. $550 premium collected 2DTE. If I get assigned, which I doubt, I will be happy to own those shares anyway.
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Is this really the stock Michael Burry would rather own than $NVDA or $PLTR? 😭😬
📉 $LULU is now down 66% from its highs 🔴🤮
No matter how cheap it gets, this is one sector, and one stock, I have zero interest in owning.
Would you buy the dip with Burry here? 👀👇
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@reasonus4 @MichaelMOTTCM Projects are being cancelled because of power permitting timelines, community opposition, and transformer lead times, not because hyperscalers no longer want the capacity. Capex is accelerating, not retreating.
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@MichaelMOTTCM $MU will fall by that much.
This whole fake compute shortage contradicts record data center cancellations and GPU prices crashing back to reality.
It was all a blip. Due to hoarding bc helium shortage due to Hormuz closure. $SOXX $ARM $SMH $QQQ
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Micron would need to fall by more than 60% to return to its end-of-March 2026 price. The move higher has been insanity. $MU
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@MichaelMOTTCM You're just saying that because you want retail to sell so you can top up, be honest.
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In general, yes. But for specific stocks the question should be "has the thesis changed?"
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When $VIX is low, you start selling.
When $VIX is high, you start buying.
Be careful.
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Uśmiechajcie się brygada.
Rzecznik Praw Dziecka zakazał od września, robienia w szkołach wspólnych zdjęć klasowych, żeby nie eksponowwać różnic płciowych oraz fizjonomicznych występujących między uczniami.
Polski
@Dehix_Trades Yea weeklies maybe good for doing the wheel. LEAPS might be better for $IREN but the IV is so elevated that simply buying the stock itself on dips, perhaps even on margin, seems to be the most rational thing for me.
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The first question is… why are you buying weeklies?
I almost hope $IREN dips more, not because I want you to lose money, but because I want this lesson to stick.
Stop trying to hit home runs every trade.
Scale into longer dated contracts and give yourself time to be right.
FUKG@cntstpwntstp22
@Dehix_Trades IREN gonna rally by tomorrow? Have weeklies that tanked lol
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@Brownmoose Hahaha I have all those $NOW $AMD $MU so I know how you fee. I trimmed some $MU and $AMD yesterday, will re-enter in good time.
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Tomorrow is a SaaS day or a AI & SEMI day?
Apparently it’s either $NOW going up with all SaaS or it’s $AMD and $MU with all Semi
Can’t have a day where both are happy 🤣
I’d like more SaaS retrace for $NOW but I bought 1 yesterday for a swing that I posted to subs 💸
Moose@Brownmoose
$NOW Reaction from the target been perfect so far The 200ema and 0,61Fibb acted as a support and we had our full retrace done. I have shared a detailed chart on the Subs section to what scenario is most likely gonna play from here for $NOW and $SOFI More to be drop today ✅
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@NotA_Bull Wow, why would you do such a thing? Just kidding, while I love tech stocks, I do have some non-tech. At this time pharma and healthcare seem to be out of fashion, I would avoid discretionary retail, but that's just me.
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If you had to put $5,000 into a non tech stock right now, what is it?
$COST, $KO, maybe $CELH?
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The 2026 World Cup, to be played in North America, has been called the equivalent of 104 Super Bowls in a month. (Illustration by Nick Little) barrons.com/articles/fifa-…
GIF
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The fucking Koreans are gonna cause next global collapse aren’t they?
Every single person in Korea is levered up to the Tits on margin all in on memory stocks
Bull Theory@BullTheoryio
🚨BLOODBATH in Asian Markets Over $750 BILLION wiped out from Asian stock markets. SOUTH KOREA's KOSPI down 6.9% wiping out ₩503,700,000,000,000 ($345 BILLION) TAIWAN's stock market down 4% erasing NT$6,240,000,000,000 ($198 BILLION) JAPAN's NIKKEI down 2.4% erasing ¥34,300,000,000,000 ($206 BILLION)
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@BullTheoryio Just a little retracement before the weekend?
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🚨BLOODBATH in Asian Markets
Over $750 BILLION wiped out from Asian stock markets.
SOUTH KOREA's KOSPI down 6.9% wiping out ₩503,700,000,000,000 ($345 BILLION)
TAIWAN's stock market down 4% erasing NT$6,240,000,000,000 ($198 BILLION)
JAPAN's NIKKEI down 2.4% erasing ¥34,300,000,000,000 ($206 BILLION)
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It depends, I have outperformed every possible index by about double (on an annualised basis and taking into account both open and closed positions, so a true return calculation). So being a stock picker can work, but it does require time and effort. An index fund is better for most. The worst are actively managed funds, you pay a fee and most underperform the index!
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I can see $MU pulling back and consolidating. Trimmed back a few shares today near the $1,000 mark and will wait for an opportunity to top up again in the $800 to $900 range.
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$ISRG IS STARTING TO LOOK REASONABLY PRICED HERE FINALLY!!
At $400 that's only a 37 FWD P/E
When do I step in here???
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