Shivam Kapoor

@igetredpilled That’s literally not what it means when demand is still far exceeding supply

He doesn’t realize this means it’s the top of the cycle lol

@amitisinvesting I highly doubt he’s going to publically make a speech that escalates the war when everyone is against it

trump does have a speech tonight that is going to be primetime and mainly focused on Iran… if he uses that speech as an opportunity to justify why he needs to escalate, the market could be front-running a spike in oil based on that speech which could also explain the high beta selloff today oil now back above $80 🤷‍♂️

@FindleysFinance No one asked

What is the LARGEST holding in your portfolio and what weight is it? Mine is $META at 34%.

@Pharmdca Already did my boy already did. Still have substantial exposure to ai infra though so it’s balancing out today

Have been saying for last few months to BTD in $META $AMZN & $MSFT When market gives you opportunities in quality companies on fear and irrational panic, BTD

@BitcoinAIGuy Again, just a talker. I’ll eat every chicken in here.

@kapo52277 You must be new here 😂

Long Texas

@NoLimitGains You gotta think the algos are inversing him

Absolutely insane. He did it again. UNDEFEATED.

@BitcoinAIGuy Literally 0 evidence of that. You’re just a talker. Talkers make me thirsty.

@kapo52277 Then how did I make so much money?

@varas3000 @BullTheoryio This post is a lie. A fed chair doesn’t comment on markets in this way. Never.

@BullTheoryio Warsh didn’t say anything like this wtf. The fed chair doesn’t speak on markets like that

@amitisinvesting What saas are you looking at cause they’re not up

semis in absolute freefall SaaS and hyperscalers finally getting some love maybe a rotation really is happening but every time you think it does, the semis come back fair to say that it was time for the market to finally show some love to other companies, most of the semis are still up huge YTD SaaS and Mag 7 buys all winter might just get rewarded in the summer

@optionscjp Yo Christian honestly though what’s up with this lmao

Memory shortage is over apparently $MU $SNDK $WDC

@michaelsikand @aleabitoreddit Why do you think that is Michael? Even a name like GEV getting sold which is crazy when the buildout is increasing and power and turbines are required not optional

@aleabitoreddit Literally every headline in the last two weeks has been bullish but optics and memory keep getting rocked.

$AAPL looks to acquire AI chip companies for running AI (Source: The Information) Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend. But what if Apple joined the others after M&A? A possible scenario is that they revise capex largely upward for their own AI buildout. Since they probably witnessed Google cutting off Meta from compute constraints... or what happens when you partner with OpenAI for LLMs. Then learned how important it is to have your own infrastructure. This scenario would be quite bullish thematically from optical networking to foundries and something markets would not expect? We'll see what happens.

@aleabitoreddit @michaelsikand But why lol

@michaelsikand DRAM 20%+ hike for next quarter, $SNDK LTAs with $META, $MU 16+ LTAs. Market: proceeds to sell off memory. 800G transceiver revision sharply upward? Lasers completely sold out into early 2029? Market: sells off photonics and laser companies.

@fromby93 @amitisinvesting Oil high is temporary as you’ve seen with the price. It moves on headlines, not supply. Oil is irrelevant here. As for grocery store hikes, blame the grocery stores, nothing else

PPI RESULTS ARE INCREDIBLE JUNE PPI 5.5% VS 6.2% EXPECTED CORE PPI 4.7% VS 5.2% EXPECTED We might not get a cut soon but we definitely do not need a hike...

@OtsukimiOtsu @retail_mourinho Funnily enough the market always does the opposite of what people expect and is rational.

@retail_mourinho Its been less than 48 hours, wouldn’t really look into it that much Also if the market did everything I expected off 1 metric I would have retired after a month

The market is selling off despite cool CPI and PPI data. You can’t make this up. Must be a trap. It’ll probably end the day green. -RM

@retail_mourinho Is it actually though cause it’s just rotating into mag 7

@optionscjp No idea. Sell the news on ASML I guess

wtf happened to the AI names Stepped into the gym for 45 minutes and they’re all down 5 to 10% from where they were this morning 😭😂

@optionscjp Am I missing something

Told you guys not to sleep on $NOK 😂😭😭😭😭😭😭😭😭

@MonopolyMOAT Which billionaires are loading up

$163B backlog. 10x annual sales. 3-year wait list. $GEV and Bloom own the only off-ramp that lets AI data centers bypass the grid. That's why billionaires are loading up - they're buying toll booths, not stocks. #Investing #Moats