giuseppe

@DGretta_Author Durrrr

I should have listened to Chris and loaded on $AMZN at $199

@YesJulz You sound retarded

Never realized it before because my accountant thought I was the one taking the money for myself and it was little transactions here and there so nothing id ever look into. Claude flagged it right away as my worst spending issue & it’s not even me doing the spending 🫠😩

Put my bank statements into Claude and realized someone I love has been taking money from me daily 💔

@zerohedge Pltr puts at $70? Or $50?

Here are Burry's NVDA puts

@DaveWeLike Taking off at the close

Howdy is still $2.99 $Roku

@zerohedge Autistic $nvda

*MICHAEL BURRY SAYS HE ADDED TO NVIDIA PUT CONTRACTS

@jimcramer excuse me Jim? $smci is up

Of course, alleged smuggling by Super Micro officer of NVDA chips to China will put a damper on Nvidia.... can't catch a break....

$crwv to $120

@JonathanSeller @KrisPatel99 Kris, I don’t think you get it…. The building of chips will cost way more than purchasing Nvda chips. Literally this is an asinine take - go build hopper when Rubin Ultra coming out, comical

If Jensen thought there was a need to pivot… he would. Jensen has the relationship with TSMC etc. Jensen is not concerned. He knows the future has room for all of the above. NVDA is not constrained to the products we know about. They are working on stuff we’ve yet to see. This is that old debate of “oh no what about TPU’s…”. This debate has been debunked. The answer isn’t either or. It’s a “both and” world. Nvda will have a huge slice of that pie. Love u bro!

Might be time to buy some $NVDA Leap Puts... Just in case... This was a natural part part of the investment cycle... No one wants to pay $NDVA 75% gross margins. It also means that they dont have to build based on availability of chips by $NVDA. Not Google Not Amazon Not Microsoft Not Meta If Anthropic wants to deliver value for shareholders, it is going to have to extract margins from its largest costs. This doesn't mean $NVDA is going to crash and die but the market might rerate the terminal value in the future.

@TrendRider30 He has like a $70 price put…. Not happening

@TraderCT What’s your take on $NVDA’s future? What exactly are the bears trying to “catch”?

We believe the take that Anthropic is eating PLTR's lunch, (amplified by Michael Burry's now-deleted post on X earlier today), is the wrong take and fictional narrative (in our view) as Palantir is at the epicenter of leaders in the AI Revolution. Core AI winner and tech leader🐂

@JEFETRADES How’s your cortisol levels ???

The far right is the same as the far left. I’ve never received so much hate until I started questioning/giving an opinion on the Trump administration. What happened to healthy conversations, debates, educational discourse? Sad part is neither side sees the issue.

@HedgeyeComm Ya but how does this relate to chips like Nvda

Token unit costs will decline over time… talk of price increases is nonsensical. New model comes out, old model costs come down… Competition from open source, costs come down… rinse repeat… It will look like internet pricing over time… just like you use to pay $64.99 for 100Mbs download speeds…but now that gets you 1-2 Terabytes!

@PK_Fund Huh?

$SMCI Im sorry guys

@JEFETRADES Cortisol boy

Everyone said it was “fake news” Honestly you can’t trust any media currently but yea Trump is confirming the toll

@JEFETRADES Cortisol boy

Boy was I wrong. I didn’t think Trump could afford to bend the knee here. But if this ceasefire holds it’s clear he did. Also Warsh is coming into the Fed next month. If this holds, big cuts are coming. Long term buys as mentioned “2 years out leaps/Stock” will COOK

@ElizabethHolmes Didn’t you defraud the whole country basically running a healthcare Ponzi scheme?

Delete your search history, delete your bookmarks, delete your reddit, medical records, 12 yr old tumblr, delete everything. Every photo on the cloud, every message on every platform. None of it is safe. It will all become public in the next year Local storage and compute 📈

@venkateshkoka @WesleyJMattox The bull market never left Brotha….

@TraderCT @WesleyJMattox why? does the market be closed in the future and tonight is the only night you can make money in market? If this is a new start of a bull market, there will be plenty of time to get in.

The psychology of a follow through day is usually brutal. I knew I would hate this one, and I was preparing myself mentally to hate it, rehearsing how I'd feel with a major gap up like we're getting, but it's still hard. You're uninvested or under invested, and the market is gapping hard and leaders will be up 2-3x the market. Roy and I always discuss how the best stocks are the hardest to buy and will be up the most on a follow through day. Follow through days are not perfect by any means, and something like half of them will fail, but the whole point is to use something objective to get you to change your position. There is no use fighting the action. You must leave your emotions at the door. Many people will continue to dig in on the negative side with Iran saying that the cease fire is temporary, or the strait still isn't fully opened or oil prices are still higher than a few months ago, but that's the wall of worry. The biggest mistake you can make is not trying to get invested on the long side and missing the next 6 months if the market has caught its footing. It is very reasonable to start dipping your toe in on the long side from here, which Roy and I plan to do tomorrow. It seemed so obvious that Trump's rhetoric was too extreme to be true this morning, but I sort of thought it was too obvious and that it could be priced in already. Did not expect a 3% gap up tomorrow! Being uninvested for Day 1 is not a gamechanger for the next 6 months ahead. I'm optimistic that the worst is behind us because that will mean lots of stock setups ahead. I also know that chasing a market up 3% isn't a great idea. I like @RealSimpleAriel's tactics that he's reiterated over and over again on the long side for the morning flush/profit taking, then reclaiming the VWAP. If the low is in, it is funny to me that people will look back at the S&P 500 chart 10 years from now and call this a "garden variety" pullback or even a "below average" pullback. Meanwhile, bitcoin was down 50%, IGV was down 35%, the MAG7 were down nearly 20%, gold and silver had parabolic moves, and oil doubled. These average pullbacks never feel average in the midst of them.

@venkateshkoka @WesleyJMattox You will be left in the dust

Your last part is the best thing I have read today. I thought Iran would not be open to peace talks, so I closed all positions and moved to cash (Indian market) yesterday as I don't want to wake up to any horrible news. Now with the gap up, I am not sure whether I should buy on the first day itself or wait. If this is the start of a new upswing, there will be plenty of time to get in, and opportunities will present themselves anyway.

@WesleyJMattox This is one of the dumbest things I’ve seen on the internet - if you are 100% in IGV, BTC or MAG7 you should be trading in your mom’s basement. The F’ing market indices are down 3-4%

@RoyLMattox Lmfaoooo 100% in t bills… tell me you have TDS without telling me

This agreement should trigger an O'Neil follow through day tomorriow. We expect to come off the sidelines and add exposure after being 100% in Tbllls.