Degentrading

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Age 0.6 Yıl
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bidded some 2apr 6475/6425 p/s at 3.3
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shorted some $SMH 387.1
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sold out another 30% (half of posn) at $10
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this is what happens when everyone needs to get out of the same position.... $MU
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memory continues the puke
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For the Ackman bottom, he has to be crying
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$NVDA losing the 170-190 range is a huge signal to the rest of the market. Your capex is no longer safu
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only stuff green today are the software names i.e the short legs. IMO tradfi hedgies are badly bruised this month - expect to see further pain on popular long name get further brutalised.
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when large caps like $META and $MSFT get punched hard....something is usually afoot!
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a new crop of bag holders in pokemon cards will be created. just like the previous crop of bagholders of AP royal oaks.
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hot ball of capital went from GPUs -> Memory -> Photonics. GPUs have rolled over, Memory is rolling over ($MU post earnings) .... photonics next? Photonics also happens to be the most speculative of the bunch
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bidded $fig @ 20.9
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bidded $msft 371.4
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shorted some $SNDK 710 pre mkt
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bidded $700HK and $100 HK at 503, 1052 respectively
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Good read if you have some time to spare. the winds have changed.
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bidded $MU at avg 406.35~ agst short $EWY
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US memory names are down 4% while KR(basically Samsung + Hynix - memory beta) which is facing shortages of energy and crude end products is up? doesnt look right to me. SMACKED.
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insane trading day
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