Ryan Johnson

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Ryan Johnson

Ryan Johnson

@TrenchLife_RGHS

Husband to a wonderful wife. Father of five kids and one grandchild. District Safety Officer @RGSDschools DC/DL Coach @RGHSRamsFB #ViewTime #NewEra #BeFreaks

Wood River, IL Katılım Mart 2017
1.6K Takip Edilen1.1K Takipçiler
Ryan Johnson retweetledi
Dan Zaksheske
Dan Zaksheske@RealDanZak·
I asked Dan Hurley the same question I asked Tom Izzo: why does the media have a problem with coaches coaching players hard? Hurley: "Society has gotten soft in a lot of ways... The real world is tough and cruel... I'm preparing my players for life."
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Paper Gains
Paper Gains@PaperGainsInc·
$SPY holds over $652.50 this week we’re in for a solid counter trend bounce 👀
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Paper Gains
Paper Gains@PaperGainsInc·
Out with the memes!
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Shay Boloor
Shay Boloor@StockSavvyShay·
Imagine being $MU CEO Sanjay Mehrotra right now: • You just generated $16B in operating profit this quarter after doing only $8B in revenue a year ago • Operating Margin 69% vs Est. 62% (nearly 7 points above what Wall Street modeled) • You guided revenue ~40% above expectations, guided to a record 81% margin, raised the dividend 30% & still trade at under 10x forward earnings Stock is down 5%.
Shay Boloor tweet mediaShay Boloor tweet media
Shay Boloor@StockSavvyShay

This AI cycle is fundamentally different from every prior memory supercycle in $MU history. Past supercycles were driven by unit volume growth with more phones + servers buying largely commoditized DRAM but but this one is a capacity-constrained cycle where HBM sells at ~5x conventional DRAM ASPs. Hyperscalers are willing to pay whatever it takes because the real cost is leaving massive GPU clusters underutilized. That is how Micron ends up producing $16B of operating profit in a single quarter.

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Sami Nathaniel
Sami Nathaniel@NathanielSami·
I've never seen Greg this fired up before.!!!
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amit
amit@amitisinvesting·
WHO’S EXCITED FOR $NVDA TODAY
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amit
amit@amitisinvesting·
she really tried today she really did try the chop continues
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amit
amit@amitisinvesting·
TOP TEN STOCKS BOUGHT ACROSS LARGE MONEY MANAGERS IN Q4: - $MSFT - $AMZN - $META - $V - $GOOGL - $NVDA - $GOOG - $TSM - $RKT - $LYV so the big guys are buying big tech but the market wanrs retail to think big tech is done because the stocks are flat big tech should be fine 🤷‍♂️
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Paper Gains
Paper Gains@PaperGainsInc·
$SPY $QQQ Happy Valentine's Day. 💔 Will you be my exit liquidity? Since the 1900s, stocks have rallied INTO Feb 14. 62% win rate. 2x the return of any random period. THEN the back half of February hits. Historically the weakest part of the month. The only weaker month? September. 🔪🩸 CPI sticky. Rate cuts delayed. Tariffs unresolved. NFP revisions confirmed weakness. 3-day weekend ahead. Nobody wants to hold. Seasonality headwind is here. Bounces getting faded...
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Paper Gains
Paper Gains@PaperGainsInc·
$QQQ $SPY Today's chop makes sense when you think about it. Friday. 3-day weekend. Do you really want to go home long after this week? Short covering bounces vs. concerned sellers. That's the tug of war. IV is still heavy across the board. Even after CPI. Fear is in the charts whether price shows it or not. Nobody wants to hold. Nobody wants to miss. That's the chop.
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Paper Gains
Paper Gains@PaperGainsInc·
No need to blow your load too early. Premature allocation is REAL Still waiting on big adds for long-term fam 💚
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Paper Gains
Paper Gains@PaperGainsInc·
@RSorenski LMAO! Wasn’t it a death card? BUT if we close on the absolute lows, yeah I wouldn’t chase that
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Paper Gains
Paper Gains@PaperGainsInc·
Everyone's looking at today's NFP beat. The revisions just told a much bigger story. Economic data is unreliable in real time. Markets move first. By the time the data confirms or denies what happened, price has already told you. 2022. Data said recession. Market bottomed in October and ripped anyway. Revisions confirmed there was no recession. Same thing happening now. 130K jobs vs 70K expected. Almost double. But 2025 payroll growth got slashed from 584K to 181K. Average monthly gains of 15K, not 49K. Near-recessionary. Bond market saw the beat and priced OUT cuts. March went from 82% to 94% chance of holding. Equities? Instant reaction was to sell the pop. Trust price. Real trend shows up next week after today AND Friday's CPI digest. $TSM just hit all-time highs. January revenue up 37%. Semis working. Companies spending big on hardware. But look at $IGV... $NET jumped 15%. $DDOG crushed it. $SHOP ripped 11%. But all instantly sold. Software names beating. And $IGV? Still red. Hardware spending is real. Market's still questioning if it pays off. Stay nimble. 🍽️
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Paper Gains
Paper Gains@PaperGainsInc·
$HOOD rips 50% and bulls are still in trouble. Let me explain. Big rally today. Just like we talked about. Now zoom out. Find the broken support levels. A REAL bounce should at least test those. $META barely moved though 👀. My $HOOD ripped ahead of earnings. $IGV stayed strong throughout. But here's the thing. $HOOD needs $110 to reclaim its trend. A 50% rally off the $70 lows doesn't even get there. $PLTR can run from $125 to $165 and only be retesting broken support. $SOFI can bounce 40% and still not be back in its uptrend. 50% bounce. Still not back. That's where we are. These moves are absolutely tradeable. This is exactly the counter-trend rally I talked about. Traders FEAST on these. $SPY doesn't give you 30-50% in most cycles. Individual names do. The difference? Knowing how to use the sell button... New traders ride these all the way up and all the way back down. They mistake a bounce for a bottom. If or when we hit these levels, expect pullbacks. Stocks don't usually move in straight lines. If we start making higher lows, which is what needs to happen. Then we have both lower highs AND higher lows. That's not a V-shaped recovery. That's chop. $QQQ making new all-time highs next week is the only thing that changes that. Strap in.
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amit
amit@amitisinvesting·
chat are we back
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Ryan Johnson retweetledi
Una mujer cualquiera
Una mujer cualquiera@CualquieraMujer·
ÚLTIMA HORA: Tras soltar en los Grammy que «nadie es ilegal en tierras robadas» y mandar al carajo a ICE, miles de estadounidenses le están exigiendo a la "progre" Billie Eilish que devuelva su lujosa mansión de Los Ángeles (valorada en unos 14 millones de dólares) a la tribu Tongva, cuyos ancestros habitaban esa zona antes de la colonización. O que al menos abra las puertas de su palacio y acoja generosamente a unos cuantos inmigrantes indocumentados en sus habitaciones de sobra. Total, si tiene la autoridad moral para dar lecciones sobre fronteras y tierras "robadas", que lo demuestre con hechos y no solo con discursos premiados. 😏 La hipocresía level Hollywood está en tendencia máxima hoy.
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amit
amit@amitisinvesting·
the worst part of this sell off is everyone is just trying to understand why it’s happening lol
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