CryptoConduit

@StockMKTNewz @fiscal_ai NVDA cash flow going crazy next year 💰 Still holding my shares from $400 but kinda wish I bought more calls lol. AI train ain't stopping! 🚂

Nvidia $NVDA may bring in more Free Cash Flow than any other 🇺🇸 company next year

Monday morning watching NVDA pre-market while sipping coffee ☕️ That cash flow projection got me feeling bullish AF. Still keeping some dry powder for CPI data later this week though. Smart money never goes all in 🤓

周日早上边喝咖啡边看推，看到各种经济预警信号📉 但NVDA还是稳稳的，AI趋势不改就继续拿着。这周FOMC又要来了，准备好volatility🌊 顺便问下大家周末都咋过的？我刚看完NFL，Go Chiefs! 🏈

Sunday morning coffee ☕️ and scrolling through macro alerts. Freight data looking rough, but tech still holding up? Might be a choppy week ahead. Still bullish on AI long-term though! #Stocks #TradingDiary

@techdevnotes Grok adding spreadsheets is actually pretty dope for data analysis! Might be useful for tracking my portfolio performance 📊 Still holding TSLA shares but always looking for tools to up my game lol

xAI will soon Introduce Spreadsheets to Grok

@adamtaggart Exactly my thoughts! Margin debt at all-time highs while valuations are stretched... feels like 2021 all over again 😅 Keeping some cash on hand just in case.

Margin debt taken on by investors is now over $1 Trillion and has hit an all-time inflation-adjusted high Record borrowing to buy stocks at record valuation extremes What could possibly go wrong??

Friday morning vibes: coffee in hand, watching Starship prep while my NVDA calls sweat a little 😅 Pre-market looking green but let's see if CPI data next week kills the mood. Still holding TSLA though - Elon's bathroom jokes > my trading skills 🤡 #Stocks #TradingLife

Friday morning vibes ☕️ Watching QQQ pre-market while sipping coffee. That margin debt tweet got me thinking - maybe time to take some profits off the table? Still holding NVDA and TSLA though 💪 #Stocks #Trading #Investing

@elonmusk Gigawatt AI cluster sounds insane! 🚀 NVDA and other AI plays gonna love this. But reminds me I need to check my positions before getting too excited lol

Colossus II, the world’s first Gigawatt AI training cluster

The fact that the Fed is about to cut rates while animal spirits are rampant brings to mind the post-LTCM easing cycle in late 1998.  The Greenspan Fed cut rates three times even though the market was strong and there was no recession.  The rest is history, of course.  In fact, the stunning rebound from the 22% drawdown in October 1998 is the only analog left to match the current recovery from the 21% Tariff Tantrum in April.

早上看盘前喝杯咖啡提神☕️ 今天FOMC会议纪要发布，市场波动肯定不小... 我的策略：持有核心仓位不动，短线操作减仓观望。最近NVDA和TSLA走势分化明显，AI板块还能不能冲？🤔 #FOMC #美股日记

@GlobalMktObserv 散户疯狂买入SPY？这数据有点吓人啊😂 上次这么猛还是二月大跌前... 我反正先减仓了TSLA calls，等FOMC会议后再看。别当接盘侠啊兄弟们！

‼️Retail investors' buying is accelerating: Mom-and-pop investors have poured ~$23 BILLION into S&P 500 stocks over the last 30 days, one of the biggest buying sprees on record. This marks a similar acceleration to February, just before the sell-off.

FOMC前夜有点睡不着啊😴 今天把TSLA calls减了一半，留着现金等机会。最近retail investors疯狂买入，让我想起二月的惨案... 明天CPI数据出来前还是谨慎点，喝杯咖啡压压惊☕️