MK4512

Hey #msogang I wrote a kind of 'one pager' with what I'm thinking about/what I think are going to be key investment themes over the next 6 months. Titled "The Next 6 Months - Help is NOT on the way" co's involved $GTBIF $MRCQF $VRNOF $CURLF $VEXT $CCHWF $AYRWF $TCNNF

i cant believe i stayed out of msos for months and then i got rugged my first day back

Fwiw I think retrospective 280e removal is worth more than +10% $msos

@WeedStreet420 ya i sold on wapo news absolutely not interested in sitting thru 6-9 months of shit

Heads up. They are restarting the ALJ process, according to this Washington Post article. $MSOS #selection-449.0-449.267" target="_blank" rel="nofollow noopener">archive.is/t8M6U#selectio…

Think of ozempic - every day you got a new story on how ozempic cured a diesease thats basically just correlated with being fat. Constant good news source

$MSOS - i dont think we sell the news here - regulatory news leads to a slow drip of positive developments. You'll start to get daily news stories about banks opening up service, exploring uplisting, etc. could be a solid hype cycle to come out of this

bought some $MSOS for fun

got my stops hunted on DRAM yesterday, which hurt, i see MU thru its C&H so have a half size in DRAM again, and then I like the MAGS flag in this bullish enviro so position there. Rebought COPX, and small EUAD dip buy after selling the rip of that.

selling the news

have some short semis (small), and some mags (small-med). I think market goes down a bit, but trying to be positioned for a rotation & further upside if needed. No memory rn. Kospi looks scary and I felt like a hog holding yesterday.

RSI bearish divergence on memory leadership

$SPY reversed, i think we're really due for sell the news up here. I couldnt stay long, im back up to +20% YTD and not giving it back

Ay lmao guess I'm a fuckin idiot wow, I guess I'll just watch for sell the news on official deal

I took some chips off $DRAM and I sold my $SPY calls yesterday. 30% cash now, from 0% cash

@Seniorstrategen Yup - between your commentary, and my reading of the Citrini's Homuz stuff, I called buck a barrel and went max long memory, semis, and SPY calls - back at ATH after taking a nasty ~12% drawdown.

Just out of curiosity did anyone actually follow me and trade the lows? Not trying to sound smart or cocky but nice to know if anyone is as mad as me😂

@blondesnmoney Super fancy soy sauce

Iran demands $1 per barrel on oil transiting the Strait of Hormuz — payment to be made in cryptocurrency: FT

I think wars essentially done - we're in the terms making pt (buck a barrel) - trump gonna declare even more victory and say nato will handle it, and try to salvage his midterms. im back in 100% long. I traded this whole time fuckin horribly in my active account

@blondesnmoney I just bought ~100k of it, been waiting for this - balancing SOXX and EMH is annoying.