jeff messantonio

@TexDoggie @SpecialSitsNews I can’t believe they’re falling for this for the 87th time

@SpecialSitsNews I sold the 🌮

Trump tells the world to get it's own oil after starting the war in the Middle East

@zerohedge Sell this with both hands

*S&P 500 FUTURES CLIMB MORE THAN 0.7%

@DonMiami3 Is he seriously using a taco at 930 at night because futures were down a half percent?

🤣🤣🤣🤣

@DonMiami3 And futures fall for it for the 36th time in ten days

@MichaelPBento Oracles have been screaming something is very wrong for a while

While everyone is thinking that if the war would just end, then it will mean new ATH for SPY, allow me to point out that credit spreads are now the widest they have been since Liberation Day. There is a credit cycle brewing under the surface. There's a reason that the Private Credit blowup is going to be discussed at the next G7, and it's not because the Strait of Hormuz is closed.

@EricTNFL @baggedtrader @Nietschecapital Hey it’s not the worst risk, best of luck my friend

@jmess78 @baggedtrader @Nietschecapital AI is in its infancy and it’s pretty clear the mag 7 leaders are not walking away from it. If it’s the general market spooked about high capex during wartime vs the most brilliant tech minds I’ll take the side of the leaders of the highest earning companies on Earth

I wonder how many people are selling $mu just because PE is cheap and claiming end of cycle only because earnings are growing super fast

@Mr_Derivatives Don’t worry by morning we’ll have won the war for the 67th time and the straight of Hormuz will be pumping oil straight out of the ground

Futes:

@WillieDelwiche They’re also telling you this is somehow a generational crash when literally a year ago we were at 4800 🤣🤣🤣🤣

We are at the point in the cycle where those who didn't see a correction coming are now asserting that the correction is mostly over.

@EricTNFL @baggedtrader @Nietschecapital Research the 99 internet bubble, second the market is telling you right now that buildout is not happening. I’m not trying to be mean, I’ve seen this before, I’ve had stocks go to zero on me because I believed the hype. If you feel strongly it’s different this time that’s great

@jmess78 @baggedtrader @Nietschecapital When has there been anything remotely comparable to large scale AI infra buildouts?

@baggedtrader @Nietschecapital She doesn’t get that, don’t bother. There’s a reason micron has NEVER traded with a PE more than 10

@Nietschecapital @jmess78 Market is looking 2 years down the road and sees price decreases and margin compression. You may get a bounce short term but are you going to sell?? Probably not. Just buy more RDDT and chill

@Nietschecapital @baggedtrader Ok good luck with that then

@jmess78 @baggedtrader profit taking plus terrible macro with the war and oil prices rising and then multiple fake short reports right when stock was at 50 DMA. none of this has anything to do with fundamentals

@Kross_Roads It is not even close to a generational opportunity, you realize we were at 4800 less than a year ago right?

$SPX is in correction territory. Is it a generational buying opportunity, as some say, or too early? Bootleg Weekly is live now! youtube.com/live/yFgbgUkpC…

@Nietschecapital @baggedtrader When you beat revenue by ten billion dollars and the stock proceeds to fall by 30%, that’s the sign. The market is telling you it’s peaked, it’s rarely wrong. Trust me I’ve traded in that stock for over 30 years

@jmess78 @baggedtrader there are no signs of memory earnings peaking and why isn't other AI plays dropping more if memory is the biggest bottleneck

@baggedtrader @Nietschecapital Exactly, the market is speaking but nobody wants to listen. I’ve seen micron drop 80% like ten times and every time “it’s different this time”

@Nietschecapital Memory stocks peak before earnings do

@epictrades1 I was told this was a generational crash though 🤣🤣🤣

$QQQ sometimes perspective helps. We are still roughly 40% above the pre mkt lows of April 25

@Reformed_Trader A rolling correction, one sector at a time. Looks like semiconductors turn now, software had theirs

@optionscjp After all the fake war is ending headlines I’m not even sure we’ll rally anymore. But yes it won’t to take the market long to see all the other bad things out there

So what happens if the war ends? Couple days of Green and then the market starts spiraling back down due to fears of recession?

@StockOptionCole Thinking a nice flush and vix over 40 takes us to 6200 or lower

Yep. Still seeing bullish flow nonstop. Means more hedging and retail is taking it the wrong way as if they're bottom calls. We're heading lower. Wow. I'm ready for these massive discounts

@Reformed_Trader We need the flush down, until then every rally be sold off. The vix is clearly going higher so a nice spike there to 40 would take us to around 6200 for a nice temporary low

Anyone looking for a good sentiment check can go through comments on my posts, if this whole platform wasn't already showing the prevailing sentiment

@Mr_Derivatives When the shorts saw Microsoft up $9 this morning

$SPY back to back to back nasty red days.