Trader(All Mkts), Fixed Income/Macro, $SPX Aficionado, long/short every tick since 1998. On the self-improvement journey. Peekaboooo™️ warning originator
Joined August 2009
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Pinned Tweet
25 Jun 2022
If you’re a serious trader and want to be surrounded with a group of traders with only one purpose-to beat mkts, check out: @PowerTradingRm I give real time commentary 18hrs a day in there.
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MORE THAN 1 MILLION SPACEX OPTIONS CONTRACTS TRADED IN DEBUT SESSION
If you're wondering why momo down today...the apes are aping 2dtes w 200IVs
$SPCX
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Jun 12
Mind blowing
Jun 12
🚨 #BREAKING: The average American is now closer to Jeff Bezos in net worth than Jeff Bezos is to Elon Musk.
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Jun 11
How those MAGs looking?
Jun 8
OpenAI confidentially files for IPO, prepping Wall Street for mega AI debut
3 MEGA IPOs coming within months during summer months. Oh boy.
Good luck MAG holders
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Jun 10
Yesterday was a typical year 2000 type day, in fact the last two weeks have been reminiscent of 2000 mkt behavior.
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Jun 10
Im talk volatility, before I get bombarded by nerds and their “fundamentals”
I know I know there’s earnings etc. I was strictly talking the vol and action of PRICE.
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Jun 9
100% spot on.
I paid $27,500 per ticket for center courtside seats to Spurs-Heat Game 7 in 2013.
This year similar tickets were going $275k–$300k
Combine that with the wealth display in Monaco during F1 this weekend which was excessive even by Monaco standards and it feels like we are nearing a tipping point.
The money supply is only part of what is broken, imo.
Anyways
Hyperliquid.
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Jun 8
OpenAI confidentially files for IPO, prepping Wall Street for mega AI debut
3 MEGA IPOs coming within months during summer months. Oh boy.
Good luck MAG holders
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Jun 8
$AMZN Amazon is to raise 14 billion Canadian dollars in a record.
A lot of the MAGs have gone from buying back stock to issuing debt and offering stock
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$QQQ dropped 4.8% on Friday. Worst day in over a year.
So I pulled every 4% down day in $QQQ since inception. There were 125 instances and they occur less than 2% of the time.
Look where they cluster though. 32 in 2000. 30 in 2001. 17 in 2008.
A -4% day is mostly a bear market event.
So what does one mean inside a bull?
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Jun 7
Bingo
Novice and aspiring market speculators think the magic is found in trade identification.
The "what" and "when" components of trading -- while necessary -- represent only about 5% of a trader's "edge."
Yet aspiring traders spend 80% of their time, energy, hopes and fears on trade identification and the next trade.
The real landmine in trading is self-sabotage. Dealing with human emotions is the battle line that matters.
You want to know yourself, I mean really know yourself -- the good, the bad and the ugly?
Become a trader.
This is why all the trading services who talk about their last trade (made 250% on XYZ) is such an absolute joke.
Trading services who talk about their winners are trading services you must avoid at all costs.
The real enemy in trading is self.
You want to know your biggest enemy to trading success? Well, just look in a mirror. It is you, not what you know or don't know, that keeps you from gaining traction in trading.
After three to five years of experience a person should know what they need to do to be profitable. The challenge is actually doing what you know you must do.
The task is overcoming self.
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Jun 7
It’s 2006 of the Data Center buildout bubble and Burry is real early again.
We went from using free cash flow for AI infra, to debt on good terms, to issuing stock, to fast tracking IPOs now.
But the worst of all is seller financing by $NVDA which explains why their stock has been dead money for 18months.
$AVGO CEO: Broadcom is expanding into AI infrastructure financing
"To deliver this vision, we are creating the AI XPV platform with Apollo and Blackstone and other leading investors to deploy more than 20 gigawatts of compute capacity through 2028. The first tranche of this platform valued at $35 billion, is, in fact, currently being launched by Apollo."
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Jun 6
Good take on SPCX
Jun 6
SpaceX IPO is June 12.
$1.8 trillion valuation. $18.7B revenue. GAAP operating loss of $2.6B.
Everyone’s asking: is this the next Amazon — or the next Pets.com?
I’ve spent the week going through the S-1. Here’s my honest take. 🧵
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💡
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HY6 retweeted
Jun 4
🚨🇺🇸The Senate just killed the SAVE Act, 48-50.
Voter ID and proof of citizenship, supported by over 80% of Americans, dead.
Four Republicans voted no: Tillis, Murkowski, McConnell, Collins.
The uniparty showed its face today...
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