Christopher Ho
1.4K posts
Christopher Ho
@wykchristopher
Selling option for a living. Long term investor. Allin TSLA since 2017.
Hong Kong Katılım Nisan 2010
178 Takip Edilen134 Takipçiler
The math ain’t mathing.
What this shows is that you can now spend $0.50 per 1MM leading edge tokens or spend $56 for those same 1MM tokens.
🤔
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@kyuu47427 @intel I prefer stock price tanking and we can load more from wall street stupid move
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I think it was a mistake for @intel to not show off or at least partly tease Nova Lake gains at Computex.
A lot of the leaks point towards it being incredibly strong and sweeping it aside, even if it was experiencing some early engineering challenges, may not have been the right call.
Intel is currently suffering from an incredibly dry news cycle pre earnings, and stock price has moved on this relative weakness from Intel Products.
$INTC needs to try better to keep consistent product communication, offer a little bit more optimism/hype, and community engagement across divisions. For instance, @LipBuTan1 mentioned discussing Tera Fab further.
Bro, WHEN?
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Morgan Stanley now models $AMD to ship 2.4 million GPUs in 2026 and 2.7 million GPUs in 2027 😱😱😱
UBS back in February previously modelled AMD to ship roughly 816,800 GPUs in 2026 and 1.89 million GPUs in 2027 🤔🤔🤔
I’m thinking AMD will now ship roughly 1m GPUs in 2026 equating to roughly 1 to 1.5 GW 😅
2.4 million really does sound insane!!!! Would love it if it were true though!!! 🔥
Jukan@jukan05
Some thoughts I’ve been having recently: Could DeepSeek and Zhipu considering their own chips imply that China’s HBM self-sufficiency has already reached a certain level, or is at least on track to get there? Also, is the EDA moat already starting to collapse? OpenAI reportedly completed Jalapeño in just nine months using its own in-house AI chip design tools. Is it really plausible that Chinese labs don’t have something similar? In fact, there are claims that the chip design tools developed by Chinese labs may be even more practical in real-world use than OpenAI’s. The fact that OpenAI is specifically launching GPT-5.6 inference on Cerebras makes me think they may see more demand for ultra-fast inference than people realize. Jensen has described markets like Cerebras as niche, but OpenAI’s move seems to suggest otherwise. Broadcom is a great company, but I think Hock Tan may be downplaying MediaTek too aggressively. He says MediaTek’s TPU has been delayed, but wasn’t Broadcom’s own TPU also delayed in some areas? Amazon’s 20% GPU price increase is not because of memory. It is because of rising demand. I also have doubts about whether Broadcom can continue to defend its high margins. MediaTek’s TPU margin is around 35%, while Broadcom’s is around 65%. Broadcom may be able to maintain high margins for the first couple of years as it wins new customers like Anthropic, but won’t margins eventually trend lower as competition intensifies? Morgan Stanley updated its TPU / AMD GPU shipment estimates, but personally, I do not understand how MS is arriving at this scale for AMD GPU shipments. Morgan Stanley now models AMD shipping 2.4 million GPUs this year and 2.7 million next year.
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Tight demand, tight supply
The fundamentals haven’t changed
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@TedHZhang Just sit on the strongest stock until the bull market ends.
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Quote of the Day:
"The big money is made by 'the sitting and the waitin'' — not the thinking. Wait until all the factors are in your favor before making a trade. Once a position is taken the next difficult task is to be patient and wait for the move to play out. The temptation is strong to take fast profits or cover your trade solely out of fear of losing the profit on a correction. This error has cost millions of speculators millions of dollars."
— Livermore
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Christopher Ho retweetledi
If you want to be successful in the speculation business, don't be a follower; be a leader.
After training thousands of profitable traders over the years, one thing that separates those who succeed from those who do not is "self-leadership"
If you have that, you can make it work with any setup. If you don't have that, nothing works.
Work on your self-leadership.
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Not my area of interest or area of expertise.
Daily Frontline 🇪🇺@kwakuadu318
@PradeepBonde I want Your take on the book the art and science of technical analysis by Adam Grimes. Thank You
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@SRxTrades Do you think the moving average are getting flat and turning down? Will you size down during this situation ?
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This is exactly why I focus mainly on the long side in a trend and short side in a downtrend..
Too many people try to flip flop and be green everyday instead of take advantage of a long term trend
When the market is in a sustained uptrend, buying pullbacks into the key moving averages is often a higher expectancy trade than trying to short every red day hoping for a correction.
Could you catch a correction? Sure.
But most pullbacks in strong trends are just pauses before continuation.
The market doesn't pay you for being early... and trying to catch 1 big trade
Let price tell you when conditions have changed. Until then, respect the trend.
You are never smarter than the moving averages
Saty@satymahajan
Typically in a bull market you are safer buying the Daily 21 EMA pullback or reclaim than you are trying to short every pullback hoping for more than a mean reversion, like a correction (2026 Iran War) or bear market (2025 Tariffs) Let the market tell you things are different. Then you can adjust. Don't take my word for it. Go backtest trending markets yourself. Most of us aren't smarter than the 21 EMA. If you equal-sized each of these pullback/reclaims with SPY 30dte+ ATM/ITM options, you'd be a profitable trader. Your win rate would be 19/24 = 79%. And your winners would pay for your losers. Don't worry about being right about every move. Just focus on keeping things simple and manageable.
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One of the biggest mistakes traders make in a momentum market is assuming that if a stock hasn't moved yet, it's somehow a better opportunity.
The market doesn't reward "cheap."
The market rewards strength.
This is not the type of environment where you can buy any random stock and expect it to trend higher.
Money is flowing into a small group of names that are showing the:
-strongest earnings
-strongest relative strength
-strongest volume
-strongest trends.
Think about it:
If a stock is making new highs while the rest of the market is not doing much.. that's a sign
Price is telling you the TRUTH.. even if you don't like it
Most traders ignore the leaders and spend their time trying to find the next one.
They buy laggards because they look "cheaper."
They buy stocks making new lows because they seem "oversold."
They buy names that aren't working and wonder why their performance lags behind the market.
The reality is that institutions don't care about what's cheap.
They care about where they can deploy capital.
And when institutions decide they want exposure to a stock, they often spend weeks or months building positions. That's why the strongest stocks tend to remain strong much longer than most traders expect.
As momentum traders, our job isn't to predict leadership.
Our job is to identify leadership and align ourselves with it:
-Find the strongest sectors
-Find the strongest stocks within those sectors.
-Look for accumulation volume
-Wait for your setup
Trade where the money is flowing.
In markets like these, leaders get stronger, laggards stay behind, and traders who fail to adapt often underperform.
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$TE
Starting to set back up off the 8 week EMA coming off of the highest volume week EVER
Received an “A” grade from Intertek CEA for its 5GW G1_Dallas solar module facility.
Volume drying up as price consolidates and sets back up
This is a cant miss stock in the coming months...
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@SRxTrades Would amd be a better short ? New high reversal with overextension
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One my favorite shorts is an overextension reversal that fails to break new highs...
Break above previous days high to trap some late buyers and then push price the other way with momentum
I tried some $SNDK short today on that failure to hold...
I honestly had the right idea but mismanaged it and sold for small profits too early
I usually like to approach these type of shorts as a hedge and to take pressure off the long side of the portfolio
Usually I like to target the previous days low for my targets and this can produce a nice cash flow trade
Something I'm trying to get better with.
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Christopher Ho retweetledi
@wykchristopher No I doubled my INTC, but I sold a majority of what I was holding over the weekend
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It is hilarious how many retail traders are so excited for $SPCX and aping in on day one. It is already 2.1T market cap. How much do you really expect right now?
You are just institutional exit liquidity.
Sure, it can push 10%, 20%, 50% or maybe even 100%+, but like $HOOD $PLTR $CRCL $CRWV FaceBook IPOs, it will likely suffer the same fate.
There will be opportunistic trading opportunities, but for most, wait 180 days. Then look to buy it.
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Why I went all in $SATS
Here’s the maths:
SpaceX IPO at $135
SpaceX S1 disclosed Echostar owns 261.8 million shares
🔸$135 X 261.8 million shares = $35 Billion
While echostar was worth less than $35 Billion yesterday
Question:
Do you really think that you can put a $135 limit order on ipo day to get the shares?
NO!! Hyperliquid premarket AT $180 already 😂
Your best chance is do a market order buy on $sats before spacex ipo if you are bullish on spaceX
Here is where it gets crazier:
FCC APPROVED deal $22.65 Billion Cash for selling low to mid-band spectrum to AT&T
🔸So that’s worth ZERO? or NOBODY FKING CARED LMAO
My valuation ex- spaceX:
Net cash after debt paydown
$8.5 billion
Remaining unsold spectrum
$10 billion
Core operating business
$10 billion
Total Ex-SpaceX $28.5 billion
🔸Value per share EX- SpaceX ~ $86 ( Conservative )
Now let’s go from crazier to NUTS:
Short interest is 31% !!!! WTF LMAO
But the issue is founder owns 50.5% stake and 86.8% voting rights.
So the short interest on the remaining whatever available float? What’s that? 60++++%???
Seldom market hands you free money. When it does, go all in.
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P.S. I seldom write long thesis anymore. Why? The hardworking ones will be rewarded with their own DD. You make your own conviction rather than relying on me for customer support.
And what do you want more when I put my own $$ on the line? Who does this transparently? Action speak more than words.
Once in a while, I'll write. But don't count on me mansplaining often. It's better for you to build your own conviction.
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