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The AI Trade - Long Term Opinion
TLDR: The ai trade is out of wack, looking at current winners and disregarding long-term winners. This is my personal outlook, please point out anywhere my logic or assumptions seem flawed. The AI industry has 5 layers. From bottom to top they go, - Chips (silicon, semis): NVDA, TSMC, AMD, …
When you full port your mortgage money into a "Money Market" that pays 11.5% cause you weren't meant to live an uncomfortable life and now your home is being Foreclosed. But there's a place downtown under the bridge where you can set up a tent that is also next to a creek.
First option trade ever!
Position: 1 call contract, cost 23$ iirc, strike price 10$ expiring tomorrow. Sold today. Damn happy about that one. Bought the call some weeks ago and at first the position was being obliterated. Held through thinking I could take a 23$ loss and today sold to close as soon as …
WEN DD (no, really)
I think it’s more than a meme and bears are scared. And anything that $7.20 is free money and won’t break without a major shift. 1. A Profitable Company with a $10+ Buyout Threat Unlike dying, cash-burning meme stocks, Wendy’s ($WEN) is a highly profitable, dividend-paying cash cow. The true …
$550k full port on missiles / satellites small cap 📡🛰️🚀
Tax write-off or glory?
All it takes is 1 algorithmic breakthrough in AI for memory stocks to go belly up...
Happy for all the people who are making massive gains. Awesome, go for it. Run up your portfolios, become millionaires, buy houses with the gains you've made, etc. But just understand.. all it takes is 1 algorithmic breakthrough that some AI researcher discovers overnight, that causes AI models to be …
a year and half I’ve concluded, it’s impossible to make consistent money with 0dte systematically
I’ve tried everything under the sun, I’ve back tested everything under the sun and I’ve concluded that it’s just not possible to find a workable, repeatable system trading 0dte day in and day out and make a consistent income month in and month out with. I don’t know how, but …
$DJT (Trump media stock) is turning into a fusion company, and everyone forgot about it
**Disclaimer**: I am long $DJT, average in the $7s. Not financial advice, just how I see it. The market still treats this like a dead social media stock, but that is about to change with the merger (assuming it goes through which imho is a pretty solid bet). Tear it …
One Dave’s double coming up
Small play, 30.5% held over night from 6/24 and sold immediately at open 6/25. I can admit, this was fairly conservative, but if you were to tell my 1st win of the day was on overnight Wendy’s calls I’m not sure I’d believe you. Anyway I’m gonna go to Wendy’s …
Is Micron’s guidance truly bullish for the overall market? I’m not so certain
Like everyone, I thought micron’s earnings beat and guidance yesterday was incredible. My initial thought was the report was very bullish for overall tech. Thinking over the results though, I’m having second thoughts. Mag7 stocks have recently struggled, likely due to concerns over the extent of their ai spend. Micron’s …