@HighyieldHarry I got that guy on x mute and he still manages to find a way in
English
interesting NPC
767 posts
interesting NPC
@NonPCharacter13
opinionated, investor and trader since the age of 15, outdoors, gaming
Katılım Şubat 2026
224 Takip Edilen51 Takipçiler
Do not fall for this guy's crocodile tears.
He just needs your money again.
English
You can’t make this up…
Denver was big into Star Trek… Brazilian Badie is into to Star Wars.
It is like the yin-yang of movie geeks! 🤓
Here is her Yoda Lego! And she is currently working on a botanical garden 🪴
English
we are just fucking stupid cattle
swedishasian67@michellezfr
Wearing noice cancelling masks to talk to Claude is crazy
English
@AtlasShrug1 @retail_mourinho Yes stop using margin after the crash
English
@retail_mourinho Arent u like 25? Why would they think you know what to do, all due respect to you, you can’t possibly know what to do.
English
A lot of people in the comments are asking me what they should do now.
Looking at the situation, I completely understand how frustrating and exhausting this sell-off over the past few weeks has been. Unfortunately, we cannot change what has already happened.
So what should you do now?
First of all, make sure you are not using leverage or margin. We already thought the bottom was in two weeks ago, then we thought the bottom was in last week, and now we are facing a new low. This is exactly why using margin in this environment can be extremely dangerous.
If the stocks you own have not experienced any fundamental changes, your investment thesis remains intact, and the sell-off is mainly driven by algorithms and a broader market decline in growth stocks, then the best decision is to hold.
You do not want to sell at the bottom. If you sell now, there is a real risk that you are selling the bottom of a stock you have high conviction in.
I know this period is extremely frustrating, but I am confident that in a few months, we will look back at this moment differently. Many of the companies we believe in will likely be trading at much higher levels. And looking back one year from now, this period may appear as just another difficult phase in the market cycle.
-RM
English
$QQQ is the best ETF by far.
I will never understand why you would own an ‘international’ ETF.
You hate making money???
English
@computeberg Not so sure about that. I mean in the very long run sure. But in the short run, many of these things remain wildly overvalued and now have broken charts. I am steering clear other than a few special sits.
English
@CKCapitalxx we topped when you started your all in account challenge
English
Everyone’s worry is on AI capex slowdown.
This shows it’s nowhere near done.
$META just expanded its Louisiana data center to 5GW, taking the announced investment from $10B to over $50B.
Same day, Morgan Stanley puts hyperscaler capex at $1.2 trillion in 2027 and $1.4 trillion in 2028.
A month ago the market panicked that Meta had too much compute. Now they’re 5x-ing a single campus.
Capex isn’t slowing down.
English
@RentYourStocks Only thing I would imagine is it says "under contract" lol but not sure if thats what you are getting at.
English
@NonPCharacter13 For sure but did you what she is missing. She isn't that great.
English
Have a REALTOR friend BOASTING about her REALTOR skills.
She just picked up a listing that was with another agent for a year and never sold. Who is going to tell her...
English
@Polymarket or people are just broke and dont want to buy a new one
English
JUST IN: Global smartphone shipments plunge 11% to their lowest Q2 level in 13 years amid a memory chip shortage.
English
$spy futures gapping down like I said…
Labeltrader@labeltrader1122
futures most likely gapping down
English
@ThematicTrader @SixSigmaCapital I thought 100x sales was cheap
English
@SixSigmaCapital As it and the rest of space names should be 😂
English
I saw the first one in a run-down theatre in a bad part of Oakland. We had to walk upstairs to the dingy showing room, and we could hear video games pinging below us throughout. The air was heavy with the skunky stink of weed.
It was pretty much the perfect venue.
2/3
English
So far we have six Evil Dead movies, plus a TV series (Ash vs. the Evil Dead).
Almost uniquely among horror IPs, every movie is decent. Sure you can argue which is the best (it's Army of Darkness by the way) or which is the worst (the Evil Dead remake), but they're all worth watching. They aren't the usual "slop sequels" Hollyweird gives us.
1/3
English
@orrdavid @BiankaB12 Social media is brainwashing they could only dream of
English
@BiankaB12 It's not really control.
The reality is that no source is reliable and relevant. Because the truth is not clear.
Also, people who frame their own tribe as the hard truth on all or most matters... Are most deluded of all.
English
@financedystop Things will break eventually and system will reset like in 08, would be magical if they didn’t save the gamblers this time
English
Older generations need to start realizing if young people can’t get jobs, buy homes, or start families, things are not going to end well.
That’s the basic social contract
Work hard, build a life, own something, get married, have kids, feel like the future is worth investing in
English
@joeshortsqueeze And let me clarify, it can be difficult because timing into an investment greatly affects sequence of returns. Everyone recently biased that market just goes up from FED put, that may not happen at some point, so important to factor that in.
English
To use your example of 2000-2014, in 2000 the 10y treasury was trading somewhere around 6%, meaning you spent $16 to earn $1 of interest (16:1 multiple). I can’t recall what the forward p/e of SPX was at that time but it was close to 30:1, I think. So, naturally there was a reasonable alternative.
Right now, the 10y trades 4.5% (22:1). Which is roughly equal to that of SPX. With inflation running around 3%, and showing no signs of slowing, where do you go to hedge the primary risk (inflation) for someone with a 20+ year time horizon
English
Someone could start a wealth management shop, charge 1% on AUM, put all their clients into 100% SPY, then focus on cash flow, tax and estate planning and provide 10x more value to clients for the fee than any of these modern portfolio theory bros with their quarterly rebalancing bs
English
@joeshortsqueeze Could also look at strongly undervalued value names with good paying dividends. Seems like momentum vs value is greatly skewed. I typically keep 8% stop loss on bottom entries. Also picked up GIS and KHC near bottoms recently they pay around 7%.
English
@joeshortsqueeze Difficult, if they are taking withdrawals constantly. Depends on withdrawal rate, I do think having a risk management strategy for the equities strategies make the most sense. Inflation can come to a halt if the economy breaks.
English
@RJCcapital @Thomas_james_1 Running a local model on your standard gpu
English
This is VERY Important;
Memory IS cyclical. At some point we will reach an apex/climax, where the largest volume of memory will be sold.
Where the ‘majority’ of the world is using AI.
Everything after that will be where supply outstrips demand, causing a violent crash in not just memory, but ALL, AI related stocks.
The CEO of SK Hynix $SKHY has confirmed this won’t happen until 2030.
The CEO of Micron $MU believes supply won’t START to ramp until 2028.
Both agree 2027 will be the BIGGEST year for the memory shortage.
$SKHY $MU $SNDK will each run at least 100%-200% from current levels over the next 6-12 month. If not more.
unusual_whales@unusual_whales
SK Hynix CEO: Memory chip shortage may persist past 2030
English
@joeshortsqueeze That’s exactly right, so just putting clients in 100% without proper risk management may actually not be that great especially at this level of valuations. Even sitting aside 3 years of income could begin to pressure balances if we have a prolonged bear, drowning in client age
English