Bajon Bondo

3.5K posts

Bajon Bondo

@johndillingwall

Kentucky Wildcat, Investing, Sports Find me @pleasestopwiththeshittossingitsgettingold. com

Katılım Ocak 2014

70 Takip Edilen255 Takipçiler

Bajon Bondo@johndillingwall·12h

Imagine akimbo white snipers on each wing with our duel playmakers slashing down the middle every play

Dylan@BigBlueDylan

NEW: Minnesota Transfer SF Cade Tyson is among a group of players suing the NCAA over the 5-5 ruling, 1st reported by @samcehrlich Kentucky is rumored to be among the programs with interest in Cade if he gets cleared for his 5th year, I’ve been told. #BBN #KentuckyBasketball

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Bajon Bondo@johndillingwall·14h

@Remzztrades No software is dead all momentum points to lower or stagnant

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Remz@Remzztrades·17h

If I’m seeing this correctly, software runs the next 4-6 weeks. If it goes the moves will be insane. Today looks pretty promising.

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Bajon Bondo@johndillingwall·14h

@DiligentPlane Software is going low low. Just waiting game now. So much macro bs keeping us down but it will be violent once it goes up

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Diligent Plane@DiligentPlane·19h

Portfolio update I think semis run hard this week Once again. This is where all the capex is going. Not software

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Bajon Bondo@johndillingwall·16h

@steve2bacon It’s the war, we would be cooking if this oil bullshit wasn’t happening. Probably bearish until like October since they broke ceasefire. Blows but good time to buy the overreaction

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steve2bacon, CMT 🥓🍩@steve2bacon·1d

starting to think they lied to me about that whole july being bullish thing

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Bajon Bondo@johndillingwall·16h

Do not buy software stocks. You will get toasted

The Kobeissi Letter@KobeissiLetter

BREAKING: IBM stock, $IBM, collapses nearly -20% after posting weaker than expected earnings due to “weakness in the software and infrastructure business.” The stock just erased -$55 billion in market cap.

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Bajon Bondo@johndillingwall·16h

The U.S. has got to end this war. Blockade them until the war is ended and all agreements are fully pushed through. Our nation would be thriving if we could get this done

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Bajon Bondo@johndillingwall·1d

@InvestingAddict You should be actively trading your Roth and VOO your extra money in your brokerage. Missing gains

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Investing Addict@InvestingAddict·1d

Sometimes it’s hard to stomach the volatility of being 100% $VOO in a Roth IRA.

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Bajon Bondo@johndillingwall·4d

@KentuckyHypeMan Definitely grey sweats another player is wearing them as well 😂

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BigBlueFlavaFlav(Commentary)@KentuckyHypeMan·4d

@johndillingwall In skinny jeans???

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Bajon Bondo@johndillingwall·4d

Tyran in the back going half ass. Dodged a major bullet with this one. Will be a bust

Kansas Men’s Basketball@KUHoops

Embrace the grind.

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Bajon Bondo@johndillingwall·4d

@Piotr01437908 @Jake__Wujastyk Just because you watch them doesn’t mean your thesis is correct. Seems like you clear are faulted by bias

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Piotr@Piotr01437908·4d

@johndillingwall @Jake__Wujastyk Dude, I'm watching IGV stocks and semis every day. I know what I'm talking about.

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Jake Wujastyk@Jake__Wujastyk·5d

$MU $MSFT This inverse correlation will be in a textbook one day.

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Bajon Bondo@johndillingwall·4d

@Piotr01437908 @Jake__Wujastyk No, they do not act in inverse. You are delusional if you think that. They are business partners just because meta lacked momentum and MU had strong momentum over a relatively short period of time does not represent inverse.

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Piotr@Piotr01437908·4d

@johndillingwall @Jake__Wujastyk This inverse correlation happens already for few months.

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Bajon Bondo@johndillingwall·4d

@Riley_Gaines_ You don’t know what you are talking about here.

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Riley Gaines@Riley_Gaines_·4d

AI will be the downfall of our great nation if we don't get it in check

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Bajon Bondo@johndillingwall·4d

@CKCapitalxx Fear is high volatility is causing consolidation here. The next uptrend will be violent

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CK Capital@CKCapitalxx·4d

Neoclouds continue to open red.

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Bajon Bondo@johndillingwall·5d

@ZenoReport @MZohaibKhan92 That’s not the problem. Now has lost momentum the market doesn’t see it adapting and sees it get swept out by service AI. This is a sector that will lose buy value investing in this time period despite fundamentals.

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The Zeno Report@ZenoReport·5d

@MZohaibKhan92 I love $NOW but all the news of AI spending slowdown is very rapid at the moment.

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Zohaib Khan@MZohaibKhan92·5d

6 stocks where Forward P/E is less than Historical Average P/E indicates that a stock is undervalued 1. Microsoft $MSFT 1. Forward P/E: 20.7x 2.Average P/E: 29.1x 3. Revenue Growth YoY: 18%

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Bajon Bondo@johndillingwall·5d

@YodaStockInvest Dip is done save cash until end of September and buy then

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YodaStocks@YodaStockInvest·5d

What % cash are you right now? Anyone got money left to buy dips?

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Bajon Bondo@johndillingwall·5d

Remember, this is the exact type of player that you profit off of. He will be buying in a hurry at 1500

Jake Wujastyk@Jake__Wujastyk

Arguably tanks the entire memory trade. $MU $SNDK I don’t think there’s as much liquidity as people think.

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Bajon Bondo@johndillingwall·5d

@Jake__Wujastyk This guy actually has no clue what he is talking about. Satire?

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Jake Wujastyk@Jake__Wujastyk·5d

Unpopular opinion: $MU is below $700 by October

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Bajon Bondo@johndillingwall·5d

@MattSakR2NG Tennessee is gonna be awful Matt

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Matt Sakcilovic BBN@MattSakR2NG·5d

My current SEC rankings 1. Florida: Fland Klavzar Haugh Condon Chinyelu 2. Tennessee: Hill Aimes Haralson Harris Brown 3. Texas: Johnson Lewis Punch Spears Vokietaitis 4. Kentucky: Diallo Wilkins Momcilovic N’Diaye Moreno 5. Vanderbilt: Tanner Glass Bing Williams-Adams Dak

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Bajon Bondo@johndillingwall·6d

@BullTheoryio If I had money I would start accumulating a little at a time here just for the future possibilities.

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