@OptionsMir If all goes well, ill take the profits from this trade and book the fam a $RCL cruise. Thanks Mir 😂
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@aleabitoreddit if you are wondering why he *really* doesn’t post dollar amounts its because they are extremely small and you wouldnt pay atyention to him if u saw. U cant run account of real size thousands of percent, but its quite easy to run accounts up using money you dont care about.
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I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe.
Do you remember these thesis anon?
1. $AXTI
2. $SIVE
3. $AAOI
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8. $EWY
9. Unimicron
10. Nitto Boseki
11. $OSS
12. $GDRZF
13. $RPI
14. $SOI
15. $ALRIB
16. $SNDK
17. $SIMO
18. $VPG
19. $TSEM
20. $ARM
21. $MRVL
22. $INTC
23. $LPK
24. $NBIS
25. $MU
They're all up 100-1000%+, because...
1. I post a thesis.
2. People can see how the stock performs months later.
3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns.
I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets.
Then use that to get more by selling expensive subscriptions rather than through market returns.
So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages.
TLDR: Market returns in terms of percentages matter the most to validate a thesis.
Not the dollar amount made.
krasko@krasko1199362
@aleabitoreddit Notice there's no dollar amount attributed
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@OptionsMir Why does that headline give me Trump and Iran escalation/intimidation tweets right before resolve vibes.
Maybe I’m just coping 😂
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my $SNDK tweet could’ve been timed better
First Squawk@FirstSquawk
Yonhap reports that the Samsung Electronics union in South Korea will proceed with a strike starting Thursday.
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This is the $NBIS weekly candle you are all losing your minds over finger fucking the stock
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That’s another all-time high for $STX
The others don’t tend to be too far behind
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my $NFLX bags should continue getting fatter as we push towards the meeting and the risk no longer favors the short side
TraderMir ✮@OptionsMir
adding to this $NFLX position. it's now full-sized 88.30s second add
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You are asking something very complicated and continuously evolving/changing. My answer here may not be applicable 5 years from now. Quantum computing is extremely complex. The QuBits will literally disappear the momentum you try to read/write somewhere else. Classical memory (DRAM) can't keep up. But quantum computing itself can be a state (memory). It computes by existing. That's a fundamentally different paradigm, and in that narrow sense no HBM required... but whole ton of data generated or to be error corrected by the quantum system will have to stored somewhere so it will require a ton of SSDs... which means it requires servers... which means it requires DRAM in the end. The need for HBM will be debated depending how the technology evolves.
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$MU I worked 21 years as an HBM, DRAM & NAND engineer.
AMA is open. Ask me anything.
I'll drop rare insights where I can.
Trade Whisperer@TradexWhisperer
$MU Bargain of the Century PE Ratio: 15.5 Sales Ratio: 2.33 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.
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@OptionsMir حَفِظكُمَا الله.
Don’t let the hate watchers see this. Cant have my quant getting evil eye.
All the best brother 🙌
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haters always lose their minds but know what? idgaf.
when it’s time to take the weekend off from trading she makes me feel like the main character. damn right im showing her off.
she's beautiful in every way 🥰
btw sharia law coming to a town near you. 🤣
don’t fall victim to identity politics guys.
there’s grifters who profit from it and those that become miserable buying into it.
be your own person. cults are for the weak
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@OptionsMir Still so many people who made no money on the way up trying to top blast this thing, after the earnings we just had it looks cheap again.
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im bullish memory names and arrived at the $SNDK price target well before the one now being floated on x but gotta say it was a lot more fun when no one cared.
now its all over my feed.
we're definitely well into the momentum phase
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btw the period between 2016 and 2019 was f'ing awesome for a bull.
had one of my best runs of record in that period where it said to be out of stocks. lol
TraderMir ✮@OptionsMir
at some point this year this image will be posted all over finx. 🔮 our job will be to see opportunity where others see fear
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forget $SPY, $EWY monthlies up 50% in less than a full session
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@OptionsMir Did you catch the $40 MILLION put sale on Micron for the May 15 $350 cons??? I just saw those and holy shit man the put writing overall has just been crazy.
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@OptionsMir $EWY. My way for exposure to that market, ~40% weighted Samsung and Sk Hynix. Also bought the 3x leveraged version $KORU 🤗.
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hold on so there's a memory shortage, demand is through the roof, and samsung is raising prices by 80%?!!!!
guys.
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@OptionsMir I agree with the timing. An energy spike right now would be catastrophic. But this is a perfect example of how we’re forced to manage these legacy geopolitical cycles instead of investing in the science and energy abundance that would actually make these conflicts irrelevant.
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we're going to invade.
can’t go into midterms with any economic shake ups or inflationary spikes.
guessing they’ll time it around that
*Walter Bloomberg@DeItaone
TRUMP WARNED IRAN STRIKE MAY NOT TOPPLE REGIME President Trump was advised that a large U.S. attack on Iran would likely not collapse the regime and could trigger a wider regional conflict, U.S. officials said. Smaller strikes might boost protester morale but would not stop Tehran’s crackdown. Trump has not made a final decision and is monitoring Iran’s actions while ordering military assets into position. Regional allies, including Turkey, Qatar, and Saudi Arabia, have urged restraint, warning Iran could retaliate against U.S. bases, particularly in Qatar. Despite mixed signals, the U.S. is preparing for potential escalation as Trump weighs his options.
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@OptionsMir late 25 and into 26 i started rotating my money into copper. Just seen that its chamath’s top pick and I’m crushed 🤣
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