Max Cohen

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Max Cohen

Max Cohen

@Max_Cohen3141

aphorist

Chinatown, Manhattan Katılım Temmuz 2024
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Mark Minervini
Mark Minervini@markminervini·
Picked this bad boy up off Marketplace this morning 😎
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One bull market can change your entire life.
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Do not plot unrealized gains based on open PnL. Plot unrealized gains based on your hard stops.
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Listening to these CEO's on CNBC speak corporate jargon makes me glad im not in my old 9-5.
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V.@Moodsby_v·
Mother's Pride, Henriëtte Ronner-Knip
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Max Cohen
Max Cohen@Max_Cohen3141·
WL: $CLS, $APLD, $ASML, $BORR, $CRDO, $CRML, $GEV, $NVDL, $PL, $SATS, $VIAV, $GLXY, $VSNT
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Some fields work in theory but not in practice. Some fields work in practice but not theory. The uniqueness of economics is that it works in neither theory nor practice.
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Max Cohen
Max Cohen@Max_Cohen3141·
RT @Upticken: Quit Morgan Stanley and opened my first hedge fund 22 years ago. One of the best decisions of my life. Look at that guy wit…
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Art Gallery
Art Gallery@X_ArtGallery·
Briton Riviere - Fidelity, 1869
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Trying to catch a falling knife rarely pays. Missing the first move costs far less than stepping in too early.
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How anyone could be surprised about ChatGPT not being able to meet their $600b commitment on $20b revenue while it fails at everything but Codex is hilarious. Are people investing not even testing or researching what they invest in? In the end it just looks to me like plenty of players have been investing in the last few rounds in the hope to unload at IPO or to a greater fool. Coming from someone that uses GPT for coding.
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$NASI - elevated but not hooking yet. t2108 is % of stocks >40 ma. -- its getting elevated. Most moves top out between 60-80. Bottoms below 20% - with multi-year epic buying opportunity if below 15%. Sure the market could still go higher over next week or so, but based on the breadth metrics I've used, risk is becoming elevated. The semis need to rest and base. the watch is what happens with other sectors when that happens. Do we have a new wave or do the semis pull the rest down.
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