As the market currently stands I think the hyperscaler that cut capex first will be very rewarded in the short term. Microsoft is the most likely candidate? I bought some
I think it's quite binary: either NQ bottoms 3/4% below current level or the cycle is over
Broken Clock
I will add to my nvda/aapl position later
This pair is so overextended, even btc in 2021 didn't sustain that much. Only stupid alts did
Famous last words but I think Trump taco hanging over the market makes it rather more unlikely to have a massive generalized sell off
Broken Clock
This pair is so overextended, even btc in 2021 didn't sustain that much. Only stupid alts did
Is SMH going to run it back up or are we going to nuke and Aaple will catch up to the downside?
I will play it with options, I don't want to attend stops and I don't want to miss this A+++ set up according to my system
It's only value is no ridiculous capex, but tell me, who is going to buy inflated apple products if the capex / ai bubble explodes?
Broken Clock
One lesson I learned painfully with gold at the start of the year is that story / thesis can be intact but the price action can nevertheless be broken, for that reason I think it's best to ignore DRAM / memory completely for a while, even if you will likely…
Reminder, memory and stuff are dead stocks. They might be the best play for a bounce but they're never going back to ATH