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
lol this market, every second that we're not pumping hard everything is being sold into oblivion
4k gold won't resist a hike, fwiw i don't think he will hike but if he does gold finish imploding to 3600 ish
Best scenario is we have a massive crash of Nasdaq -4% on hike or hawkish talk
A friend sold the top in gold (well played) and reinvested it in SKHY at a discount -15% from ATH
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All those non AI stocks are going to get sold off so hard when the momentum trade switch back (temporarily)
The most bearish thing is that everyday they're new people on the timeline calling for the bottom