Turned $50k into 8 figures. 1st million was very difficult. Blew account twice early on, felt immense pain, then figured out the game. RISK MANAGEMENT IS JOB 1.
Joined February 2024
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After a big correction, the most beaten-down stocks bounce the hardest. I trade these, but it's a mean-reversion, counter-trend setup for me, and it took years to learn how to catch a falling knife.
CavemanResearch retweeted
"After an advance in stocks for a couple years or more, if the majority of the original price leaders top, you can be fairly sure the overall market is going to get into trouble."
-William O'Neil
(How to Make Money in Stocks)
$ENVX Congratulations to newlyweds Adam and Adrian on the arrival of their son! Mother and Baby are doing fine!
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$ENVX It's not rocket science that a Chinese manufacturer of smartphones will never ever ever buy batteries from a US company LOL. Yesterday I was happy to hear the team agrees with me, and that Enovix has pivoted away from smartphones.
$ENVX The search party returned with no sign of @michelnantel @eenLien @RiceBucketMedia @KGhazzagh
Checked all urban locations including homeless encampments and bunkers.
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$ENVX Now below my buy zone of $2-$2.20 and the big question is: IS THE BOTTOM IN? Hopefully you did not keep buying over and over, all the way down from $6, like a clown.
$ENVX We have entered $2.20-$2.50 as expected. But have a ways down to go. I'm now expecting $2-$2.20 as the BUY point for a 5-10x profit potential
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$NBIS is so fucked. I'd rather be Jensen than Nebius.
🦔Nebius, which rents out Nvidia chips to Microsoft and Meta, fell about 18% today. It plans to spend $40 billion to $45 billion on data centers next year to bring in $12 billion to $13 billion.
My Take
Nebius reminds me of the railroads in the 1800s. The traffic showed up like everyone promised, and a lot of the companies that borrowed to lay the track went bankrupt anyway. Nebius pays for this with money Microsoft and Meta hand over upfront plus loans backed by those same deals, so the whole plan leans on two customers. Microsoft pulled back from Oracle just last week. And power delays already pushed some of its capacity into 2027, so it pays for buildings that won’t earn a dime until then.
Nvidia put $2 billion into Nebius in March, and that money comes right back as chip orders. The CEO who signed off on deals like that resigned this morning. Nebius also took a one-year, $3.5 billion loan from Citi for data centers that take years to pay off, and short money for long assets is how solid companies end up in trouble.
Hedgie🤗
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$ENVX Can someone do a wellness check on @michelnantel @eenLien @RiceBucketMedia @KGhazzagh
I am really worried about them.
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$NVDA Is it true there were many affairs (about 6 or 7)? And most senior employees knew?
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