Independent investor, my tweets are not an investment advice. Charts, macro-micro, technicals.
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Joined March 2011
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GregTheAnalyst retweeted
$NVDA
Two crazy levels :
1/ 212$
2/ 35$ (SPX/GOLD cyclical peak)
Watch how SPX/GOLD cyclical peak builds crossing with secular bull/bear market border blue (M)MA200
Once we finally leave 212$ level (probably once neoclouds blow up) red (M)MA50 is first stop = 113$
Me : Everything what is > 4Q21 will reverse below it = 35$ for NVDA.
Why? No idea. Pure math and pure technical analysis.
GregTheAnalyst retweeted
This is starting to feel like when Ben Bernanke created an alphabet soup of programs to stop the banks from failing…🤭
GregTheAnalyst retweeted
BREAKING: World's largest crypto exchange Binance hacked with over $5.6 billion stolen:
• $1.45 billion $BTC
• $875 million $ETH
• $234 million $TRX
• $50 million $XAUT
• $1.57 billion $USDT
• $823 million $USDC
• $75 million $WBETH
• $88.5 million $RLUSD
+ $447.5 million additional cryptocurrencies
This is the largest hack in crypto history.
GregTheAnalyst retweeted
The entire strength of the U.S. stock market right now is based on just seven AI companies recycling trillions of dollars between each other’s P&Ls each quarter.
GregTheAnalyst retweeted
$ORCL be like “we won’t need to raise as much capital as you thought because our near term CapEx cash outlays will be half what you thought due to a combination of vendor financing, customer prepayments, and BYOH.”
The KeyBanc analyst be like “what’s the mix?” Good ass question btw!
ORCL skated right around it, which means it’s probably the least favorable interpretation: almost entirely lender finance. $NVDA $DELL
The financing needs aren’t going away, the supply just keeps getting more circular and terms more opaque.
$ORCL threw this investor day together in a desperate attempt to stop the bleeding on their stocks and bonds.
And a company with two CEOs issuing FCF guidance for CY2029 is objectively hilarious
$NVDA is a short. $ORCL is a short.
GregTheAnalyst retweeted
“Perhaps junk bonds are simply confirming what some people have been arguing lately — there’s a booming AI-driven economy and then everything else, and monetary policy is currently too loose to restrict the former but tight enough to kill the latter.” 👇🏼
ft.com/content/856aa6be-5543…
GregTheAnalyst retweeted
BREAKING: Netanyahu's bloc is leading with 56 seats compared to 48 seats for Eisenkot's bloc, with 16 seats for Arab parties, with 66% of votes counted.
GregTheAnalyst retweeted
In China, the AI bubble has already burst reut.rs/4yJF8Ar
GregTheAnalyst retweeted
The harsh reality is that there will be a lot of ‘AI trade’ tickers that will look like this in 4 years 💔
GregTheAnalyst retweeted
Jensen slowly (just slowly) replacing Saylor and his 1M$ BTC calls when BTC was > 120k$...
That's my bet...
Nvidia CEO Jensen Huang calls the global tech stocks selloff that began last week a buying opportunity, saying the buildout of AI has just begun bloomberg.com/news/articles/…
