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
Given where we're price wise I'd be very surprised if we don't have at least a dark vador candle taking the lows on NQ and possibly ES
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Alright I'm rather big into nvda/aapl
In gonna go 30% bigger later. They deserve to be punished
If NQ hit 27.1k 27k. I will buy quite a lot of 28k nq calls . I think the mechanical bounce will be quite huge
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In gonna go 30% bigger later. They deserve to be punished
Merridew having a similar thinking I saw, more broadly on indexes than specifically apple
Probably smt like PTF/XLP to avoid single stock exposure mmmh. I might do that instead of adding to apple/nvda
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I took on some ES directional exposure too; i wasn't sure which stock to buy
Tping this I will buy some nvda later