Posts
I “quit” trading… then just played with 10k for fun!
For all of you who remember me from a few days ago yeah, I kind of quit. I withdrew $80K yesterday and left just $10K in the account to play with. This morning, I had a strong feeling Micron was going to drop… couldn’t shake it. So I went all …
Small cap-focused Russell 2000 becomes the first of major U.S. benchmarks to enter correction territory this year
Markets bet on Fed rate hike as soon as July
[https://www.reuters.com/business/markets-bet-fed-rate-hike-soon-july-2026-03-20/](https://www.reuters.com/business/markets-bet-fed-rate-hike-soon-july-2026-03-20/)
Super Micro Co-Founder Charged With Smuggling Chips to China
“The US charged a Super Micro Computer Inc. co-founder with illegally diverting billions of dollars in Nvidia Corp.-powered servers to China, initiating its highest-profile crackdown on alleged smuggling of restricted AI technology to the Asian country.”
Super Micro shares drop 20% as US charges co-founder in $2.5B server case
Oil prices might stay elevated for up to 6 months
"*A recent internal assessment from the Defense Intelligence Agency that was circulating inside the Pentagon in recent weeks determined that* ***Iran could potentially keep the passage shut for anywhere from one to six months***, four sources familiar with the document told CNN". Differs from Trump's today assessment that opening that …
As if my cruise line puts need any more support… if IRAN bombs a single tourist destination. Goodbye travel
This is a generational opportunity to short travel. Air lines. Cruise ships. Travel companies. High oil prices will destroy margins. Iran is outwardly stating they are going to target travel destinations. If that happens A SINGLE TIME the rug is going to be pulled. I don’t understand how there isn’t …
Bond market’s big 2026 FED bet flipped on its head by oil surge
Planet Labs - A Short Story
THE TLDR FOR THE SMOOTH-BRAINED: Planet Labs takes pictures of Earth from space every single day. Governments, militaries, hedge funds, and farmers pay them a lot of money for those pictures. Yesterday, they reported their first full year of profitability. The backlog just hit $900 million. The stock ripped 31% …
The Indictment Relating to SMCI is Bullish
TL;DR: Read the fucking indictment, I am convinced this is an overreaction. I think SMCI is bullish as fuck. Source: https://storage.courtlistener.com/recap/gov.uscourts.nysd.660027/gov.uscourts.nysd.660027.2.0.pdf To begin, I see a lot people say the indictment relating to employees for Super Micro is catastrophic for the company. I completely disagree. The indictment is not against …