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Lone$tar Breeze

Lone$tar Breeze

@_blairjackson_

Options Trader | XiX Figures LLC. 💰

Austin, TX Katılım Ekim 2016
125 Takip Edilen235 Takipçiler
MANDO TRADING
MANDO TRADING@MandoTrading·
"How do you approach trading at all-time highs?" A question that I've received many times over the last few days... In this thread, I'll discuss how I view markets when indices are at all-time highs 🧵
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Connor Bates
Connor Bates@ConnorJBates_·
$CAR No words needed here
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MANDO TRADING
MANDO TRADING@MandoTrading·
My portfolio is making an imbalance through ATHs… No ceilings 🙏
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MANDO TRADING
MANDO TRADING@MandoTrading·
@brent_e_trader It’s almost like I’ve seen this setup before… Mando Model Completes at _____ $CAR
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MANDO TRADING
MANDO TRADING@MandoTrading·
Keep getting stopped out trying to short the “top”? ODNAM solves this…
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Lone$tar Breeze
Lone$tar Breeze@_blairjackson_·
@ManzTrades @Mr_Derivatives They don’t even hide it anymore. Swept sell side and relative equal lows and this hits? Not a coincidence. Time & Price tells you everything that’s coming.
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amit
amit@amitisinvesting·
$PLTR Palantir down 12% over the past 2 days, here’s what I think is going on: - I don’t think Palantir is down because of the “war being over.” Other defense contractors are up after the ceasefire and this conflict only proved that demand for defense tech will be much, much greater over the next decade. This likely isn’t the reason. - No massive insider selling over the past few weeks. Didn’t see any major selling yesterday either on the initial drop. This could be a fund unwinding part of their position and taking profits, but not huge insider selling. Insider selling has rarely affected the stock, Thiel sold 2M shares at $140 last month and the stock didn’t budge. - The major reason it seems to be down stems from a new product that Anthropic has released around multi-agent orchestration. I haven’t studied the product in depth, but I don’t think the market has either. $CRM $ADBE $NOW all software names hit a new 52-week low today. $IGV, the software index, has $MSFT and $PLTR as the top 1 and 2 positions. Naturally when there is a software selloff, those two names will get hit hard. Now, I don’t think Microsoft (even with their copilot issues) deserves to be down 30% from the highs. I also don’t think Palantir (valuation is aggressive and could also be a reason for a selloff, but valuation has always been aggressive) which is doing 70% topline rev growth with 50% adjusted operating margins deserves to be down this much either. I know people are pointing to a Burry post about Palantir (which he now deleted) comparing them to Anthropic, but I think Burry doesn’t actually understand Palantir. He still thinks they can’t be an AI company if they don’t produce a LLM. He is also short so his incentive is to make people sell. Ultimately, don’t really see the reason for this outside of Palantir being lumped in with the index and unless their growth slows down, which we have seen zero signs of and not to also mention Palantir has the BEST growth in the entire software sector at 70%, then this selloff feels more systemic across the industry vs isolated to Palantir. $130 has been good support, if we lose $120 then I can imagine things getting uglier but staying above $130 is a decent baseline for the name.
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👑 J³ABz👑
👑 J³ABz👑@Jabz_CFC·
Which Movie introduced you to Keanu Reeves? 🎬
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Lone$tar Breeze
Lone$tar Breeze@_blairjackson_·
@MandoTrading Right into the 4hr ifvgs. Couple more on that timeframe to get through on the way and up we go to ATH
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Lone$tar Breeze
Lone$tar Breeze@_blairjackson_·
@jeremypiven Legend. The show would not have been what it is without you and there will never be another character like Ari Gold.
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Jeremy Piven
Jeremy Piven@jeremypiven·
Everything was scripted except the physicality… Thank you for the kind words
ManOfStealth@stealth_mann

@jeremypiven might be the king of improv. There's no way this skipping was in the script. And then the extra breaking when he throws everything. Classic Ari

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Lone$tar Breeze
Lone$tar Breeze@_blairjackson_·
@jerryferrara Bro you fucking killed this show man. I’m on a re-watch… “Go do it man. 🏌️🚗” 🤣
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Jerry Ferrara
Jerry Ferrara@jerryferrara·
Happy Easter everyone. Let’s be kind.
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Lone$tar Breeze
Lone$tar Breeze@_blairjackson_·
@elonmusk @MatrixMysteries Sunset & Highland right below Chick Fil A. I have literally witnessed people jamming needles in their arms in this exact spot in broad daylight with hs kids grabbing food 20ft away. Exactly why I left LA.
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MANDO TRADING
MANDO TRADING@MandoTrading·
There’s been so much conflicting info about the conflict in the Middle East it broke the market. Price won’t even move today 🤯
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Ian
Ian@Ian311422096475·
Tired of waiting for some idiot Banana to send you alerts for trades. Join @MandoTrading and actually learn how to trade.
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Lone$tar Breeze
Lone$tar Breeze@_blairjackson_·
For anyone questioning who the 🐐 is… it’s @MandoTrading Any timeframe, any chart, any ticker. Know the draw ♠️ 99% telling you “long or short” and can’t tell you “Why”. No indicators needed, no special sauce, frankly no BS. Not to mention he is just REAL AS F! 💯
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