TraderWayne

@DaneMooreNBA Seems like he should play PF instead of defacto PG

Julius Randle only has 9 assists through 5 games in this series against San Antonio, after averaging 5 assists per game during the regular season (highest on team). Here's Randle on why those assist numbers are so low and how he gets back to being a playmaker in this series. "I'm not sure... Maybe get in more positions of playmaking. A lot of times I'm spacing or crashing the offensive glass."

@d4ytrad3 What do you mean by worthy of a pullback? You think these will pullback, or you think these should be bought during one, both, what?

In this runaway market a few names that are worthy of a pullback: tier1s $AMD $INTC $AAOI $POET tier2 $MU $SNDK $QCOM (ultra crowded) eyeing for port scoops on PB, w highest upside still: $ARM $CRCL $GLW $AKAM I'd give a deeper dive but tbh they are all clustered in the same justification. Para runaway, unconsolidated moves leaves air pocket for when squeeze bid lets off, high end of range for bull cases on street etc

It’s absolutely mind-boggling how many giant bases are breaking out right now. The market has the most insane tailwind of all time. People are going to get so fucking rich over the next decade, and the craziest part is that this is really just starting. Humbling. Exciting. Motivating. It feels like the last six years of my very short trading career have literally just been practice. Practice for this exact environment. I’ve spent countless hours, tens of thousands of hours, refining, breaking, improving, failing, then refining, breaking, improving, and failing again, all for this moment. People who have trained for this, studied for this, and understand how to take maximum advantage of this environment are going to have opportunities most people won’t even recognize until years after they’ve already passed. Only a few of you will actually understand what I’m saying. You would have had to be with me through the journey. Most people will probably think it sounds like nonsense. But all of the training is about to pay off in a way bigger than I ever could have imagined. It’s time to go to war.

I remember when I was struggling for the first years. I would tell my wife that the best times were yet to come. That while I obviously wanted to do well, the real opportunity was coming. There was going to be another bubble some day and that all the struggle, all the sacrifice would one day pay off. It was all about taking advantage of that opportunity. I'm sure many traders have missed out on this rally. It's hard to believe that we could one day see something better than this. I would be shocked if we do not. The AI giants haven't even IPO'd yet. Next come the quality AI names... and then once there is no quality left to IPO, the junk comes out last from bankers wanting fees and a hungry public screaming bloody murder for them. The real AI rally hasn't even started yet. It's not that the punch hasn't been spiked yet. The punchbowl hasn't even been put out on the table.

Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.

@IPONewsroom_ May 13 is Wednesday

CEREBRAS JUST HIKED ITS IPO PRICE RANGE FOR THE SECOND TIME IN THREE DAYS The AI chipmaker is now considering a price range of $150 to $160 per share, per Reuters. The escalation timeline: • Original range: $115 to $125 per share • Bloomberg reported Friday: range expected to rise to $125 to $135 • Reuters today: range now being considered at $150 to $160 The deal: • Shares offered: increased to 30 million from 28 million • Potential raise at $160 per share: roughly $4.8 billion • Indications of interest before formal marketing began: over $10 billion Cerebras prices Tuesday, May 13.

@KyleTheige Castle is doing nothing wrong Wolves fan here

That Jaden McDaniels vs. Stephon Castle brouhaha has been marinating for a very long time.

@Mastacash @StockMKTNewz How will NYC ever keep its absentee billionaire ideologues if they keep adding percentage point tax increases like this

@StockMKTNewz I hope New Yorkers will learn that socialism doesn’t work. There are no freebies in life.

Citadel founder Ken Griffin said today: "We went to Miami and revised our building plan to make it a bigger office building" "What the mayor of New York has made clear to my partners, and principally my New York partners, is that we need to double down on our bet in Miami"

@nbcsnl Trash You've become the worst show of all time

tiny ass bags

@KNOWtheLEDGE4 @TylerGlasscock_ And the Wolves very easily could have won that one too

@TylerGlasscock_ The Spurs in this regular season and now game 1 has only won ONE GAME against the T-Wolves. At some point this can look like a trend.

Takeaways from the Spurs Game 1 loss vs. Minnesota: - Victor Wembanyama and De’Aaron Fox will simply not shoot that bad again, it simply won’t happen - I like Dylan Harper’s play, but he should never be the best offensive player - Mitch Johnson should’ve called a timeout and given his guys a chance to slow down - But the look for Julian Champagnie was a 10/10, nine times out of ten he hits that shot - Also why are we using challenges in the first quarter? Genuinely why???? - Devin Vassell has been amazing this postseason, truly amazing - I know Stephon Castle fouled out, but he had a good game, however he has to be more careful - Keldon Johnson was unplayable in the first half, and was the vocal point of Minnesota’s offense late, they just attacked him - This game showed how much the Spurs need Carter Bryant’s defensive energy, he has to guard Randle - Why did Luke Kornet play just eight minutes? The Wolves have so much size??? - The half-court offense has to change, the lack of movement at times is abysmal and Mitch has to get Wemby better looks - Speaking of, Wemby’s shot diet was awful, no down-low looks, no post ups, and he only shot four free throws because of it - The Spurs won the rebounding and points in the paint battle, and somehow lost - Fox has got to be better of taking care of the basketball, six turnovers is simply unacceptable - The players were bad, coaching was bad, and they lost at the buzzer 0-1. The Spurs are still winning this series. #PorVida

@podRetired @TylerGlasscock_ 100%, it was insane how they missed those

@TylerGlasscock_ You think Wemby will continue to get obvious goaltends counted as blocks the rest of the series after the tape gets played to no end. There are at least 6 points the wolves should have been credited with, without question.

Scary chart? Or big base breakout? both? More and more of these forgotten hardware stocks are entering parabolic advances. Photonics is just the example with the most extreme sentiment right now. All that as the technology sector takes out its 2000 dotcom bust highs relative to the S&P 500. $AXTI $AEHR $ASYS $CIEN $COHR $GLW $LPTH $MKSI $STM $VIAV etc etc

Mike Conley's 4th quarter... 7 MIN | 3 PTS | 2 ASTS | 1/1 FG | 1/1 3PT | 0 TO | +12 And his only shot of the frame gave MIN their largest lead of the night...

@ChartGuys Thanks Dan, been watching and subscribed since MJ run in 2017, you are the GOAT

@TraderWayne2 628 now key to hold for a strong close.

$MU $SNDK Memory blow off tops?

@ChartGuys Trim today or wait for the 3rd gap up like the video planned? (I get that anything could happen, not guaranteed)

@TraderWayne2 You are in profit taking mode for sure... this is euphoria for memory.

@TmarketL Where is this under $2k rent

We see people talk about cutting out $3 Starbucks or $12 Netflix as ways to save & invest more. We recommend cutting out $650/mo car payments & $2,000/mo rent to save & invest more. Use shovels, not spoons.

One of these players will be making their first NBA Finals appearance Joel Embiid Donovan Mitchell Jalen Brunson Cade Cunningham Who’s it going to be?

@theblockspot delete your account

Can Win NBA Finals: 1. Thunder 2. Spurs Would Surprise Me: 3. Knicks 4. Cavs 5. Pistons Would Shock Me: 6. Sixers Absolutely No Chance: 7. Lakers 8. Wolves

@Hoopss That is Anthony Edwards

Name the player. Level: HARD