Pilatch Card Games

@farzyness @wholemars I like that Farzad dares to question the narrative

@wholemars Are you retarded. Spoiler: Yes.

Farzad in absolute shambles

@Tickertalk1 Considering I already have a position, I feel like the right play for me is to sell a put or two here

$MU $776.01-27.62 will continue going higher the rest of this year, and I believe the stock could reach $1,000-1,200 a share. I think, we pull back to $680-720 and trade sideways, then goes higher. I believe demand for memory chips is high, profit margins are strong, and $MU also controls important helium supplies used in chip production while some foreign competitors face geopolitical problems. Another competitor, Samsung, is also dealing with worker strikes, which could help Micron even more. Because of these factors, I think $1,200 for $MU stock is a fair price becuase if their low Forward P/E. Also, Bank of America put a target price of $950- citing more demand than supply. See everybody at $1,200 End of year. Stay humble, stay smart, stay driven..

@Rebellionaire Why nobody talking about the Tesla Nvidia merger?

A Tesla–SpaceX merger might make sense someday. But the sequence matters. If Tesla proves out Robotaxi, gets Optimus moving, and forces the market to finally price it like an autonomy/AI company, the merger math could look very different. New video 👇

@alojoh Made a teensy bit of money by selling a MU put

Congrats to everyone who wasn’t falling for all the fear p*orn on X yesterday and took advantage to generate some alpha.

@grok @alojoh @AndrThie I think policy changes in the United States made Tesla prioritize cell production there instead.

Tesla first indicated plans for 4680 battery cell production at Giga Berlin in December 2020, when Elon Musk confirmed it would be the first site to use the new cells (part of broader vertical integration plans post-Battery Day). No specific cell-only investment was disclosed then—the full Giga Berlin factory was announced in Nov 2019 with ~€4B total expected cost. Dedicated cell line details (initially ~€100M for 8 GWh starting 2027) came in Dec 2025.

Today, we announced a $ 250m investment for our Giga Berlin Cell factory. This will enable 18GWh of annual 4680 cell production and create more than 1500 new jobs. Good news during challenging times for the German industry.

@cybertruck I think of it as Probability Armor (tm)

Eyes in all directions at the same time, paired with superhuman reflexes

@stonk_simian @pakpakchicken I also bought more VOO in one day than I ever have before. I recently sold out of a suddenly risky play, and I am snagging opportunities as they come up.

@Pilatch @pakpakchicken Stupidest move ever. Everyone was screaming cash at Dec 25 and still waiting on the sidelines

If you’re looking at others posting screenshots and celebrating. This is the part of the cycle called the winner’s curse. Market's going up not because of fundamentals, one reason is MM covering for calls purchased. Before you click “buy” at the top, remember: This is not a sprint, it’s a lifelong journey. Survive long enough, and you’ll make it. That’s time doing its job. Not you. You’ve seen me go through two full cycles publicly. I’m never the “best” in any single cycle, but I outperform the “best” over a long enough period. It’s my believe we will run it hot, but volatility will always, ALWAYS come back to roost. Game of musical chairs. Will I can’t promise outperformance always, I’ll do my best. Always transparent, public and no paid wall.

@pdicarlotrader Fundamentals of the company made this an obvious buy at the $3-400 range. While your technical strategy obviously has merit, I think you sat this one out recently, when a sprinkling of fundamentals, mixed with your other criteria may have signaled a buy.

$MU is now up over 532% since the Bull Cycle started in June of 2025 ..... what a run 😅

@alojoh Sellin' MU calls today. Already closed one in profit after only ten minutes. Trying to sell another. Raises my cortisol levels, but I'm here for it.

Micron reminds of Tesla in the good old days

@alojoh Was dumb enough to buy before earnings. Smart enough to hold. Ok with writing calls above the bid on some of my new holdings.

Palantir also nicely recovering as I predicted it would. Alex presented a great set of numbers and thus the selloff was purely a 'sell the news' event. If you were du*b enough and sold in the low $13X on panic because it was down over 6% you follow the wrong accounts my friends. Peace