@everytimeicash

Ex-tech turned investor & trader, 19 yrs. Quant driven, Wall Street grade, Main Street simple. Get every trade I take live + research below: https://nitter.cf/t.co/VgKRcJASsW

 New York & Los Angeles
everytimeicash.com
Joined April 2014
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Are people still sharing trading performance? • Outlier year. Expecting this is delusional. • Mostly momentum ($MU $SNDK $CRWD) on dislocations. • Note withdrawals, no $ added. • Six figs options account, not net worth. • Tracking the index as a retail trader is stupid imo
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$TMO 🛎️
Wolfe
@everytimeicash
Sep 11
$TMO textbook.
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The house is in flames
Wolfe
@everytimeicash
Sep 9
“I am the house now.” -Scott Bessent
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$TMO All time highs
Wolfe
@everytimeicash
Sep 11
$TMO textbook.
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nitter.cf/i/spaces/1qKDzWQzAPkJV

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Fed hike odds just jumped again. After September PMI and Governor Barr's remarks, October is now a 68% call for another 25 bps, per CME FedWatch. $TLT $SPY $IWM
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Hot September PMI plus hawkish remarks from Governor Barr, and the market priced two hikes higher in one day. October to 4.00–4.25%: 68.4%, from 55.4%. December to 4.25–4.50%: 57.7%, from 42.3%. Both meetings now lean hike. $SPY $IWM $TLT
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I am the mountain.
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Is a volcano a mountain?
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Pay my guy his money🛎️ $AAPL $HIMS $AMGN
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$NEM Stay golden
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Trump disclosed 1,156 trades made in July in a single filing, per CNBC, including up to $25M sales each of $MSFT and $AMZN. Trump sells big tech. 🧵
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Sold: $MSFT and $AMZN up to $25M each, $ORCL, $COST and $ICE up to $5M each. Bought: $CRM, $INTU, $MRVL, $CHD and $IWB, up to $5M each. Nearly three dollars out for every dollar in. The big tech chips came off the table.
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$TSLA just gonna leave this one here.
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Apple $AAPL is developing a screenless health tracker to rival Whoop. -Bloomberg
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$HIMS Eggplant 🍆 🛎️
Wolfe
@everytimeicash
Sep 22
$HIMS 🍆
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$BABA is up 2% after unveiling a full stack AI roadmap: Its own chip, a hyperscale cloud, frontier models and agents. $BABA is trying to own every layer of China's AI ecosystem. 🧵
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The Flywheel is Already Turning: External cloud revenue up 40%, and AI products are already 30% of cloud revenue. Stronger chips, cheaper cloud, bigger models, more demand.
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