⭐️Patrick⭐️
1.6K posts

⭐️Patrick⭐️
@deadseascrollz
Investing ✨$BTC (2018)✨ Equities (2014)✨X Spaces Lurker ✨ Music Enthusiast ✨ NJ/NYC
New York, NY Katılım Şubat 2024
273 Takip Edilen210 Takipçiler

@_aktrades @danielnewmanUV Tech stocks were not blue chips in 1999 either. So there is froth now
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@danielnewmanUV How about
$INTC - 119x
$AMD - 65x
Very convenient to leave them out
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You can get 3 of the cheapest mega caps on earth right now within $DRAM
Vlad Bastion@VladBastion
The 10 cheapest megacaps in the world right now by Forward P/E. 🇰🇷 SK Hynix 5x 🇰🇷 Samsung 6x 🇺🇸 Micron 7x $MU 🇬🇧 Shell 8x 🇫🇷 TotalEnergies 8x 🇨🇳 CNOOC 8x 🇯🇵 Toyota 9x 🇺🇸 Verizon $VZ 9x 🇨🇳 PetroChina 10x 🇺🇸 AT&T $T 11x
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$NOW
1. Monthly TD Sequential 9. The last print was in 2022, which marked the local bottom
2. Sitting in the macro Fibonacci golden pocket $86.81-$94.33
3. Weekly RSI lower than 94.6% of all past readings. Every prior reading this low marked a local bottom.
4. Bullish divergence on the weekly MACD
5. 50WMA Z-score at -3.54. The 2016 local bottom printed at -3.3
6. Fair value: ~$180



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@EricBalchunas @Downtown @michaelbatnick Great episode! Love your idea about financial pundits showing their portfolios
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Ha, I’ll take it. I get tho. Credit to @Downtown and @michaelbatnick for their loose style, and comfortable space, which helps bring the human out of financial people. It’s one of my fav pods to do for that reason. Check it out if you haven’t.
Durial321@Durial_
@EricBalchunas was pretty chill on the compound Idk y i always thought this guy would be an ass
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@saylor @MichaelJayBTC That is the key point people are missing ✨⚡️🥂
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@mithcoons I have October 2025 trauma too held BTC ETH and SOL too long! Even though you warned us at the time
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@stocktalkweekly Stock talk you are on fire. Wish I found you earlier!
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The stock market is at an all-time high.
Credit spreads are near all-time lows.
And inflation has been above the Fed's target level for 61 consecutive months, averaging 4% per year since 2019.
So why is the Fed expanding its balance sheet (QE)?
Video: youtube.com/watch?v=p5e0Th…

YouTube

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@ramahluwalia @orrdavid IWM is littered with garbage but has treated me well in my 401k over the past year or so! Waiting for the small companies to start reporting improved margins due to AI, which should come soon based on the META announcements. Will likely add more IWM. Limited choices in 401k
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@orrdavid Massive junk stock rally underway in factor land. Have you considered holding your nose and long, say IWM, to manage the factor exposure? Obvs it is a form of beta timing…. but the technical strength is strong and not too hard to detect change in character.
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