General Market Jibber Jabber Thread

[gauchojake]

Buy steamed hams futures

[gauchojake]

Almost time to buy

[sonatine]

[gauchojake]

Where are those SPY puts at????

[sonatine]

i ran a few hundred dollars worth of NQ futures up to $1690 today. i love the idea of pouncing on these swings with options but the IV is so fucked up that its just not really worth it.

[sonatine]

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[sonatine]

[Bob]

fake af bro, everybody knows the curve should face the opposite way

[sonatine]

https://www.youtube.com/watch?v=f74_Vp0JfVo

[sonatine]

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[sonatine]

honestly this one kinda stung.

[gauchojake]

I don't know why I just noticed this but why are the two couples at the party THE SAME PEOPLE???????

[sonatine]

MIND YOUR BUSINESS

[sonatine]

First half performance in 2022: Apple: -23% Microsoft: -24% Alphabet: -25% Amazon: -35% Tesla: -35% Zoom: -40% Airbnb: -45% Pinterest: -49% Nvidia: -50% Uber: -50% Meta: -53% Bitcoin: -60% PayPal: -62% Etsy: -64% Netflix: -70% Snap: -72% Ether: -73% Shopify: -74% Coinbase: -80%



im sorry but how badly do you need to hate money to not get balls deep in the absolute top dog in ML/AI chip manufacturing here?

bitcoin could go to zero and theres still enough capital going into ML/AI to carry nvidia to new highs before pretty much anyone else if commodity prices drop and energy production starts increasing.

keep an eye on the biden / china tariff dialog, that shit could be the catalyst for what burrys been describing as a bullwhip cycle recovery phase.

[Sanlmar]

Jan 2020 is where my eyes always go on a chart.

[Sanlmar]

NVDA was a strong animal today. Need to dive into strong dollar & NVDA. There might be some thesis for owning this tech. Not likely but I’m open

DXY is just a monster and that is bad medicine for assets.

“and then we get them to buy into the bull trap, Batman. We just keep running the same play. They like the pain”

meanwhile we need to review our recession posture. I predicted the Fed would reverse course when something broke (and that something would break was a lock). Fed is a sissy. Am I gonna stick with this?

I need to get Tellafriend over here. He’s the only one in this circle that sees the whole picture as clearly as I do. In fact he’s more thought leader than follower. Influential. I owe him quite a bit tbh.

[Sanlmar]

Speaking of NVDA and recession…. NLP/AI and the the resulting loss of jobs is so so close. Incredible leaps have caught me unaware.

I need to gamble on some leaders in customer facing development… like right now