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nik

@fullportnik

markets and degen trading 👨‍💻ex-palantir 🎓dropped out

 nyc
yaicapital.substack.com
Joined November 2025
  • Tweets1.2K
  • Following117
  • Followers27.7K
186Media
Photo by nik (@fullportnik)Photo by nik (@fullportnik)Photo by nik (@fullportnik)Photo by nik (@fullportnik)Photo by nik (@fullportnik)Photo by nik (@fullportnik)Photo by nik (@fullportnik)Photo by nik (@fullportnik)Photo by nik (@fullportnik)Photo by nik (@fullportnik)
so we should short $orcl right ?
Image from nik (@fullportnik)
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$RKLB increased share count by 23% YoY and projects 27% YoY for Q4 2026 i don't understand this stock lol they just ATM all day everyday. they dumped $2.4B on open market past 12mo. who is punting. i guess r/wsb ?
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fintwit gonna be so funny when $NVDA recovers from this and hits new ATHs after jensen bangs a chinese spy
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"AI is fundamentally reshaping the gaming industry, driving a step function change in the pace at which content can be created. When anyone can create a game, what matters most is scaled distribution, effective discovery, a robust economy, industry-leading safety, and infrastructure to support it all. Roblox is built on an architecture that combines all of these elements, and AI has accelerated our ambitions." - $RBLX 3Q26 Earnings Letter
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max pain may be ripping up for 5 days straight 🤔
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there’s the santa rally. and then there’s the affair rally.
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ain’t no way T1 an underdog to BLG
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happy diwali 🪔
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what fintwit posts during market sell offs: - fake screenshots of a huge loss - hearing rumors of funds blowing up - too obvious to be true bottom signals - mock traders for not taking profits - we're gonna crash like it's 2008 what fintwit does not post:
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- growing results from company earnings - positive macroeconomic developments - long form conviction pieces on stocks
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sooo who still wants 24/7 trading haha
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past month portfolio update could’ve been way worse easier market conditions will come 👌
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$sndk 8 for 1 stock split on Nov 19 2026 i thought stocks run up when a split is announced 🤔
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pretty quiet day today on fintwit 🤔
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portfolio update: survived, so far
Image from nik (@fullportnik)
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today i did not hear from some of the memory bulls on this app. i normally get an earful from them everyday about how we should long memory because it’s so cheap. well it’s even cheaper today and they’re nowhere to be seen, so maybe we are near the bottom …
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what the fuck happened today ??
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+$36K profit betting on worlds today. blg was locked in gonna take these profits and throw it at stocks and then once we giga bounce tomorrow, throw all those profits at tomorrow's worlds match on T1
Image from nik (@fullportnik)
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the irony about data center stocks selling off because the dems have more control is that the panic sellers are basically giving a huge lay up to the dems by lowering the prices so now the dems can buy low and push legislation supporting data centers and sell high 👍
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so all dip buyers rn are basically gambling on tmr 830am economic print catalyst will be fun 👍
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