niru
12.6K posts

niru
@Only4CBN
Ethical stonk trader 😀|| Fan of ‘Wemby’ and my SPURS || Packers fan for life || I dont sell subscriptions neither buy them, dont try 2 pitch your shit 2 me😀
Dallas, TX Katılım Şubat 2015
154 Takip Edilen164 Takipçiler


@n_bancroft2 @CavemanResearch MM’s are ruthless.
Next Monday, Tuesday tells real story.
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@CavemanResearch certainly a step in the right direction. only one day of course but market could have easily sold off big on that gap down. Think next week or two will be important
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Markets bottom on bad news. When it looks like things won't get better.
Not saying that is now or that we can’t go lower. Because we definitely could.
Just that price > headlines.
The market will likely bottom when the news still looks bad. Take note when the bad news no longer pushes price lower.
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In Karnataka's Hassan district, minutes before the wedding started, the bride Pallavi suddenly stopped it.
Everyone was shocked and confused. She told her family that she didn't want to marry the groom Venugopala because she loved someone else. She explained that the person she loved belonged to a different community, so she couldn't tell her family earlier.
Her parents and relatives tried to convince her, but she didn't change her mind. The groom Venugopala understood the situation and said he would not force anyone to marry someone they did not love.
Respect for that groom!
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@Nietschecapital @Liquidn8w @TomEhikian How can employees and founders get wealthy if share price is down?😁😁
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@Liquidn8w @TomEhikian and a billon SBC they are diluting shareholders so employees and founders can get wealthy. they don't care about shareholders. Id consider owning if management was aligned with shareholders
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$app can trade at 10x PE GAAP and 10x FCF and with gaming growing over 40% but because E-com isn't growing 300% send it to 1x FCF
🫐 Blueberry Capital 🫐@blubercap
@Nietschecapital Ecom is shit
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@MktMavPro It would be war with boots on ground is my expectation.
This week is a relief rally for Good Friday…
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@ashwanikumarcyp @anandragn What did Iran Supreme leader say?
Lol.
He didn’t uttered a word so far.
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@anandragn Yes $BTC, it just didn’t show any reaction.. Let’s see. These conferences are meaning less. It was Iran’s supreme leader whose statement made impact☺️☺️
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Granted, today was a solid start… now you want to see that strength follow through.
Today’s low is the line in the sand, which at least makes risk management clean.
Still, something doesn’t quite add up with $BTC. On news like today, you’d expect a much stronger reaction.
Canary in the coal mine… or just not the risk-on signal it used to be?
Leaders showed up, and oversold names bounced as expected. Remains a news-driven mess. Does it end moving forward?
Addressing the nation on April Fool’s morning… that’s some 4D chess 😄
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@wealthmatica @WisemanCap Closely watching $ZETA price action offlate during draw downs.
I dont know when next bull market would be, but it will print…
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I was loaded in $U yesterday... whole day chopped and didn't do anything, so I cut it as I didn't have cushion heading into the ER. This morning, I hesitated slightly, and BOOM +12%.
I slapped LONG at 34.14, but don't have the same size I had :(

Anand@anandragn
$U My old faithful seems to be setting up so well.. could be one of those big turnaround stories similar to $APP and $RBLX. One I have been keeping a close eye on. Reports Wednesday AH. Does this qualify all the slingshot parameters? @Scot1andT
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@babyfolio I dont think we have bottomed yet.
It can have relief rally for FGI to 30 and then come back to 10 again which will chop another 7% from S&P.
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@realroseceline The reason I liked more $NBIS.
It develops its own racks, system etc where downside is capped against huge spend.
On top of it s/w. Well there are risks, but less compared to peers.
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Even if $nbis $iren $crwv execute perfectly, returns to investors can still be mediocre. Why?
Because this is a capex cycle where everyone is building capacity at the same time which means pricing power may not hold if compute becomes commoditized. At the same time, the growth is being funded through dilution + expensive capital.
And this isn’t one time spend because it requires constant reinvestment just to stay competitive. So you get massive revenue growth but average returns on capital.
That’s the uncomfortable truth no one likes to talk about today…
🌹
TopSecretStocks 🤫@topsecretstocks
"One of them ends up as the next AWS in 5 years: My guess it’s Nebius." $NBIS I think so too @aleabitoreddit
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@johnny85208429 No thanks.
I have been following this company from an year and i never got a feeling that they have a great product…
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@Only4CBN @aleabitoreddit It’s going down now that you bought it. 😭……. Jk
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This crash today is a good reason why it's good to stay invested.
-> $AAOI is still up 233%?
-> $IQE is still up ~100%?
-> $SIVE is still up 100%+?
-> $LITE is still up ~88%?
-> $TSEM is up ~48%?
-> $SOI is still up 36%?
Even after today my $AXTI positions are still up ~680% after the drop today?
Yes, red days look rough if something drops 13% or 20% and especially so if you're later to enter.
But if you keep thinking it's going to:
-> drop from $500m and sit out
-> drop from $1b and sit out
-> drop from $2b and sit out
-> drop from $3b and sit out
By the time it's $4B and there's finally a correction 15%, you missed out on the entire rise.
People can say "hindsight bias, you're posting after it went up". No, I've posted these are the returns after my original thesis, and I'm just riding the wave up.
I keep getting trolls like these in my comments sections, but hope it doesn't make others panic.
Not everything moves in a green line up, same applies to other sectors and stocks if there’s no material change.
Risk exists. And portfolio sizing is very important.
But if you’re going to enter higher beta names in bottlenecks especially with a clear thesis in mind.
Need to learn to embrace the volatility for your thesis to play out.


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@EuphoInvestor @wealthmatica People think since there were mid terms he will TACO and there will be V shape recovery.
But people has short memory and forget that in 2018 he did the same. Killed every momentum for stocks going into mid terms😁😁😁
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@wealthmatica I exited my $VG position before the war with profit 🤦♂️ I couldn't guess the president is going to start a war with Iran for an ill-defined reason in mid-term election year 🤦♂️
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@aleabitoreddit People think since there were mid terms he will TACO and there will be V shape recovery.
But people has short memory and forget that in 2018 he did the same. Killed every momentum for stocks going into mid terms😁😁😁
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@StonkChris I dont think market bottom is in..
Its not even close.. watch out
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