Degentrading

$NVDA losing the 170-190 range is a huge signal to the rest of the market. Your capex is no longer safu

only stuff green today are the software names i.e the short legs. IMO tradfi hedgies are badly bruised this month - expect to see further pain on popular long name get further brutalised.

when large caps like $META and $MSFT get punched hard....something is usually afoot!

a new crop of bag holders in pokemon cards will be created. just like the previous crop of bagholders of AP royal oaks.

hot ball of capital went from GPUs -> Memory -> Photonics. GPUs have rolled over, Memory is rolling over ($MU post earnings) .... photonics next? Photonics also happens to be the most speculative of the bunch

Good read if you have some time to spare. the winds have changed.

insane trading day

when whales fight, shrimps get crushed

vibe shift in the air - acknowledgement now that the crisis is going to persist MUCH longer than anyone expected. Going into the week, i was expecting a bounce, however the bounce was extremely weak. good thing i got to tp a few longs - memory and photonics being up wont do well if SPX is nuking as well.

shorted $GEV 875