Broken Clock
Size of the talent pool is what matters, I'm not sure why they sold this lie instead
Another lie sold to the masses
i don't want to have to babysit my positions so I will buy options instead of opening fresh long when market open. Will get more CAMT, buy Google and buy LITE.
Debating buying softbank here too, only pb is they don't have options
Debating buying softbank here too, only pb is they don't have options
I don't doubt those guys can cause a much bigger market meltdown but it's already ridiculous
Imagine thinking Trump is going to turn off the engine pulling the Us economy forward while oil is at 100
Broken Clock
i don't want to have to babysit my positions so I will buy options instead of opening fresh long when market open. Will get more CAMT, buy Google and buy LITE. Debating buying softbank here too, only pb is they don't have options
hike is priced in at 86% (fed futures), oil is already over 100$ and the risk are as much to the downside than the upside here as positioning is clearly long, and now we have a freak out over a pause in AI.
As always it's possible to go lower but come on, seem like the market is rather resilient in the face of adversarial conditions
As always it's possible to go lower but come on, seem like the market is rather resilient in the face of adversarial conditions
NVDA down 1.6% only as well, if the market really believes we were going to pause it would be down a lot more, it's just a headline impact that shall come to pass
If they're idiot enough to pause for real (which again I don't think will happen) I will buy heavily google and meta that i don't think will agree and will be the biggest winners
Chinese Open Source in a way could be a winner but they're uninvestable and if there is a pause the risk of outright ban is very high
It's a funny flip with crypto where we seem to be going toward a potential greenlight agreement (still 30% odds on polymarket but it seems to be moving in the right direction)