Varun
36.2K posts

Varun
@vsa2
Posts or tweets or DMs are not financial advice.
United States Katılım Haziran 2009
1.4K Takip Edilen4K Takipçiler

@MFT_Get_Funded 1) Have iron conviction in the underlying else you’re just gambling. 2) ATM ITM sells work beautifully until one day they don’t and erode months of gains.
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@JohnProv1 @vsa2 I need to go get the Tillamook french vanilla…it’s the bomb diggity dong
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Look what I found @vsa2
Now I need to get vanilla ice cream so I can make a root beer float float 🍨🥤

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@tropicaltrader7 These guys are going nuts with the kind of most innovative flavor you can come up with. Sparkling waters wars! I’m going to search for weirdest one and share too.
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Weight hit new low today! 💃
🌟 118.4
Will I see 117 soon??? 🤔
It’s cuz I got priced out of 🐔 lol
#retalife
GIF
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Varun retweetledi

$LLY
This was the trade idea of the week but I had no time to post a video so I will talk about the analysis on it briefly here and maybe make a video after. Hope you are following along with all the videos and education content I am posting. It is helping a lot of folks and thanks for the feedback.
Talking about LLY watch the upper trendline. Once that breaks we have a quick move past 1200.
PT: 1215

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Varun retweetledi

Got it! Imagine AI as a giant team of robot buddies building the world's biggest, smartest toy castle together super fast.
They need to pass huge piles of instructions and pieces back and forth instantly. $LITE (Lumentum) and $AAOI make the magic light tubes and lasers that act like the fastest possible roads and walkie-talkies — using beams of light instead of slow wires.
These light highways connect all the robots' computers in AI factories so they can team up without traffic jams. That lets them build way bigger, smarter castles (AI models) together!
Without optics, it'd be like shouting across a playground — too slow and messy. ✨
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Varun retweetledi

GENERATIONAL BULL RUN INCOMING
Polymarket@Polymarket
JUST IN: Jim Cramer declares the market is currently “miserable.”
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Even said 6H is still a long. What a colossal mistake selling those shares and not rebuying in AH. $SOXL at least I still own $NVDU
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HeidingOut@HeidingOut
Posted this when $SOXL was at $146, closed at $136 a 9.3% drop hope some of you benefited. $SOXX $SOXL $SOXS 😘
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@ProblemSniper @jimcramer *Inverse Cramer ... is the best market analyst out there.
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.@jimcramer is the best market analyst out there.
Prove me wrong!
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+1 Mom. Uber doesn't need to be one of the options which get sidelined due to Robo-taxis, Uber can remain the platform on which both Humans and AI Agents drive the car. And with time Uber can build it's own Robo-taxi. I like Dara as CEO, much more stable and measured. Do see his podcast with Nikhil Kamath.
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Why I am still bullish on $UBER.
Why Tesla Winning Doesn't Kill Uber
1. Tesla's approach: Vertically integrated (owns cars + software). Plans its own app/fleet for direct robotaxi rides.
2. Uber's advantage: Massive existing demand (hundreds of millions of users, sophisticated matching/pricing algorithms, global reach).
3. Robotaxis need high utilization (lots of rides) to be profitable. Uber's network helps achieve that better than a standalone Tesla app.
4. Uber's hybrid model (human drivers + AVs on one platform) handles demand spikes, reduces idle time, and improves reliability/pickup times.
Evidence from Current Deployments
1. In cities where Waymo operates on Uber, AVs complete ~30% more trips per day and have ~25% faster pickups vs. standalone.
2. Uber is lobbying for rules favoring hybrid networks (requiring some human drivers), which would push pure robotaxi players (like Tesla) toward platforms like Uber.
The Bottom Line
If Tesla wins on tech and floods the market with cheap robotaxis, Uber can just integrate them (like it does with Waymo) and take a cut, expanding the total ride market while keeping its role as the "operating system" for mobility. Uber doesn't need to win the car/tech race. It wins by owning the demand side.Tesla could still compete directly, but scaling a full rival network (fleet management, regulations, rider habits) is very hard without a platform like Uber.
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