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"If you base your happiness on the numbers on a ticker tape or the fluctuations of the stock market, you are handing over your peace of mind to a mathematical equation that has no soul." - Wayne Dyer

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$keel I like it because they’re not just chasing today’s Blackwell demand they’re building almost their entire 2026-27 portfolio specifically for NVIDIA’s Vera Rubin platform. By the time their sites come online in 2027, Vera Rubin will be the hardware everyone wants.

What you tolerate, you teach.

I do not own enough $keel …….

$keel Wake up chat.

$rxt hit the 200 day for the first time in 4 months ✍🏻✍🏻✍🏻✍🏻

Watch this pivot off $mrna again.

$wulf $15.20 is where I have limit orders set to start this.

✍🏻✍🏻✍🏻✍🏻✍🏻✍🏻 *Citadel founder Ken Griffin told investors the firm has eliminated more than 80% of the aggregate risk from an original acquired portfolio through extensive block trading and risk-reduction efforts.* The Details: •Trade volume: Citadel executed nearly 100 block trades totaling more than $4 billion in market value with trading partners. •Record transactions: The unwind included the year’s largest intraday block trades across 10 individual names. •Options exposure: Griffin said the firm rapidly exited the vast majority of U.S. vega risk, saving substantial capital. •Remaining positions: Within remaining G10 holdings, only five positions carry a gross market value exceeding $250 million. • ⁠Citadel has substantially wound down risk from the portfolio, shifting the bulk of remaining exposures into smaller positions.

$mrna Resistance right at yesterday's opening price. What a violent week of price action. Goodness.

👀✍🏻 Ken Griffin has unwound most of his purchases from Situational Awareness' distressed liquidation: CNBC

Added to $qqqi $rvii for my daughter’s custodial accounts.

$150 on $mnra was the pivot level yesterday.

$mrna to the remainder of my puts this morning. 🤦‍♂️🫠

What you tolerate, you teach.

$keel 3 big people/“furus” since the Substack post. Here comes the bandwagons. Shits ridiculous.

This is not the economy we need to build.