I had a small short that I put back on Softbank last week in the low 5,000's. Stopped out yesterday above the ATH for 1% of an aggressive account. Can't fight it with the breakout above the all-time-high. I also had a small MU short that I thankfully cut on Friday.
With DRAM breaking out and MU above all time highs today I put in a long DRAM ($10 bln for an ETF can get bigger) with tight stops in case it breaks back down to pair with my Cerebras (CBRS) short. CBRS shares are trading horribly. Are the pods playing a short CBRS, long DRAM and semi suppliers?
I think you have a freudian typo - starlink should be stargate
Indeed! I saw it when doing the podcast recording, and then forgot to amend. Will fix now
That v bottom on SPX/GLD on the weekly right on war start is troubling for me
And for me
The GPT and SpaceX IPOs I guess put a call option out there for everyone to ride :)
I had a small short that I put back on Softbank last week in the low 5,000's. Stopped out yesterday above the ATH for 1% of an aggressive account. Can't fight it with the breakout above the all-time-high. I also had a small MU short that I thankfully cut on Friday.
With DRAM breaking out and MU above all time highs today I put in a long DRAM ($10 bln for an ETF can get bigger) with tight stops in case it breaks back down to pair with my Cerebras (CBRS) short. CBRS shares are trading horribly. Are the pods playing a short CBRS, long DRAM and semi suppliers?
My best guess is that the OpenAI IPO means cash is going to be there for more investing - which means more upside for everything.