Broken Clock
I took on some ES directional exposure too; i wasn't sure which stock to buy
Tping this I will buy some nvda later
You can discard the racist last bit but the comment "diversity is our strength" is so farcical
Size of the talent pool is what matters, I'm not sure why they sold this lie instead
Broken Clock
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
TPed this; if I'm right about this being the bottom we're going to see flows back into SMH and the like I don't want to be in software
I hope to get a new low on NQ to really position heavily but looks like I might not
Forwarded from Walter Bloomberg
TRUMP TO FOX: WE'LL BE HITTING IRAN HARD
(@WalterBloomberg)
(@WalterBloomberg)
He probably will call his buddy Warsh today again and tell him that if he dares raising rates he won't have a place to sleep tmr
lol look I got a bit too precipitated buying nvda at the open, bought 33% of my desired size