JTrades
3.3K posts

JTrades
@SystemTradez
Professional Trader. Not here to sell anything. Hopefully my years of experience can be of help to you in your journey.
Katılım Ekim 2021
80 Takip Edilen1.7K Takipçiler

“This feels like 1999 again.”
No, it doesn’t. And I was there (here).
I joined Cisco in January 2000 as a co-op, then full-time in May 2001. At the time, Cisco was the hottest infra company on the planet, riding the wave of the dot-com boom.
But by the time I started full-time, the crash had already begun. A month in, my manager was laid off. The party was over. Entire industries vanished.
Here’s what actually happened:
1. The users weren’t ready.
Most people were on dial-up. Mobile didn’t exist. E-commerce logistics were immature or non-existent. Everyone had ideas, but the end user wasn’t there.
2. Capital vanished.
The IPO window shut. Venture funding dried up. Startups that depended on future growth couldn’t raise and died fast.
3. Metrics were fake.
Companies like Kozmo, Webvan, Pets.com burned cash chasing usage that never converted. Things like CAC/LTV wasn't common enough vernacular.
4. Infra got overbuilt.
Telcos like Global Crossing and WorldCom spent billions on fiber and data centers. The demand never showed up. Cisco’s customers disappeared, not because they lost but because their customers died.
5. Business models were broken.
Most dot-coms were never real businesses. They scaled early and hoped revenue would catch up. It didn’t.
Now look at today.
OpenAI, Meta, Google, xAI, Microsoft are all scrambling to keep up. Jensen put it plainly (h/t @BG2Pod)
“Every hyperscaler has realized they dramatically underbuilt.”
“Every forecast we’ve seen has been too low.”
“We’re not building for speculation. We’re building for active workloads.”
So no. This isn’t 1999.
This isn’t Pets.com IPOing on vibes.
We are not in a hype cycle.
We are in a compute bottleneck.
Spencer Hakimian@SpencerHakimian
AI Boom vs. Dot Com Bubble. Scary.
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@SmallCapSmarts My guess is long everything because every new guy will try to find the top.
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Haven’t seen many detailed predictions on what happens to small caps when the $25k PDT rule disappears.
Here’s my guess
1. Small-cap gurus print money
More students, more subs, more alerts.
2. Small accounts implode faster
With guardrails gone, tilt trading goes unchecked. Expect more fakeouts and forced liquidity.
3. Locates get expensive
Demand surges, supply doesn’t. Brokers raise prices because they can.
4. Outliers turn savage
Runners will trap more shorts and run even further.
What do you think?
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@SystemTradez Congrats! After my first six figure month I had my worst month right after. Make sure your sizing is proportional to your new account balance to avoid exuberantly (and prematurely) sizing up.
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@SystemTradez Good stuff my guy. Glad you're still out there fighting. Impressive.
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Ok, so we have @MrBeast @danawhite and a random Saudi sitting from row. Quite the mix.
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The Left is the party of murder
Shaun Maguire@shaunmmaguire
The Left lectured us for the last decade about the dangers of violence from the Right From the assassination attempts of President Trump To Brian Thompson, the United Healthcare CEO, being murdered Now to Charlie Kirk The danger was actually on the Left
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@RealSimpleAriel @charliekirk11 Everyday I become more convinced that the far left are a threat to this country. I’m not a super political person, and I fall somewhere right of center, but this has gotten insane.
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What a sick fucking world we live in. Praying for @charliekirk11
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Ok Twitter… help me decide on a car for my wife. She’s on the fence.
#helpmeouthere
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**(ACCOUNT BLOWN)***(MARGIN CALLED)**
RED: -($2,616.16)
$THAR: SHORT
Well late post because I didn't want to make this embarrassing post but he we are....AGAIN. I don't know but I'm at the point of quitting trading for good I can't take this fucking torture much longer. I literally had an amazing day yesterday THEN blow up and go on full tilt like a complete DEGEN. 😭😭 Not reloading the account until September, taking the rest of August off.

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@1MINUTETIP Tis the truth. But whoever says trading takes 8 hours a day is out of their minds…. Maybe when you’re just starting out and studying… but years in and it takes me about 90 mins a day.
Gotta have hobbies or another business
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@SovereignTrades @PsychMedTrading I rode my steed up to his chiropractic office in Idaho… but it got a little awkward when he tried to sell me a 10 visit punch card.
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$ES - ***RANT ALERT** Getting in a place where I want to start to give back to the community in some way to help me find positivity in my personal situation. I've had so much support along the way...literally in my 5 years on FinTwit I've only ran into one major troll. I credit that to my positive nature, you can look back through my history and you will never see me arguing with anyone. I've had a dark/violent past which makes confrontations on the internet pretty laughable. If those people were to talk to me in person, I pretty certain they would choose there words wisely. I'm not starting a discord or anything. That being said...what are some things you are struggling with as a trader, or better yet, as a person?
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@PsychMedTrading Wondering where DTrades went after the musket incident...
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