gray retweeted
Doomscrolling is a black magic ritual. You lay in the same position. Turn off the lights, deeply focused on the feed. You’re shown memes, tragedies and “useful” information (it’s all slop) and before you know it you’re stuck in a trance. Your thumb moves without thought. You’re in flow but it’s artificially engineered by the dopamine loops the algo was built to trigger. You remember you have things to do but the black mirror pulls you in deeper by showing you something that stimulates you more. Before you know it, all your free time is gone. Every original idea you may have had is gone. You’re polluted with open loops and feel restless all the time. Every day you go to your altar (your bed), pull out your rosary (your ig feed) and you endlessly worship slop. Time blurs together and years have gone by yet you repeat the same pattern. Why? because you’ve never been taught how to engage with your own boredom, with your own pain, with your own discomfort. You resist it like it’s killing you, but what’s killing you is what you’ve turned into a part of your life (scrolling). It’s inverted. If you simply learned how to be courageous and face your immediate discomfort with pain and boredom. You’ll allow your natural wisdom and creativity to rise and begin living a life you truly want to live.
gray retweeted
remember guys
youre not a genius, its just a bull market
take the bread home when you're on the positive side of variance
get away from the table when excess unpriced in liquidity arent there - get busy
when it comes to capital markets,
your best gift isn't capturing idiosyncratic plays nor frontrunning excess risk, etc
it's stepping away when its not in excess.
MoneyPrinter0x.
gray retweeted
Think these guys know what's going on?
Listen carefully:
That's part of why this is one of the greatest markets we've even seen - because the analysts and so called experts don't know the strength of what's happening. That's part of why we're getting these insane re-ratings all over the place. ARM and DELL and QCOM and DOCN and SNOW and DDOG and AKAM and GEV and MU and LITE and COHR and NBIS... and on and on. And they're scratching their heads.
You think these are normal moves for stocks? No, but when the people who GUIDE the rest of the investing population are confused, THIS is what happens. Upside crashes. The insatiable appetite for compute is exactly that, almost infinite. Seriously. And that's creating incredible opportunities for those who can think exponentially. 6 months ago I said Apple would sell out of minis - they did. I said DELL would be selling servers like they're crack - they are.
Again, it's not IQ, it's being able to shape your mind to what is possible. I'm not saying that stocks always go up but if you think in linear terms, you're done.
As soon as these guys throw in the towel and understand structural versus cyclical it's time to get the heck out. Enjoy this, it's a great time to be able to be 6 months ahead of the people who are supposed to be shaping sentiment and expectation in markets.
Have a great weekend all.
gray retweeted
I used to think investing was about being contrarian.
Now I realize it’s more like riding a wave that is far larger and longer than people expect.
gray retweeted
This is a simple but powerful scan I use to know WHAT STOCKS are starting to move up RIGHT NOW...
And more importantly. Moving up right now ON VOLUME...
ENJOY!
Divergence between crypto and other sectors has never been wider. Quantum, nuclear, space, semis, datacenters all ripping while crypto languishes outside of select alt pumps. Good reminder to never get married to a sector. At some point being contrarian just means you're wrong.
gray retweeted
Korea is ahead of the curve on everything. If you wanted to see where our society was going to be today, just go to Seoul 10 years ago. Every single trend, from looksmaxxing to salaryman margin gambling to jailing former presidents started there first.
They are speed running the end of history, and possibly, whatever comes next, they will be at the beginning.
Koreans have now maxed out margin on KOSPI and are directly going to banks for loans. People that are 60 have never owned trading accounts and now it’s the fastest growing age group entering to buy leveraged semiconductors. Just one article of many describing the madness.
$soxx $dram
koreatimes.co.kr/amp/economy…
CRCG and Circle calls remain my biggest equity position
Wasn't easy holding through the volatility the last couple weeks but felt like they were manipulating the price action hard. Esp last week there was a day CRCL was -5% while btc and crypto were green the entire day. Fishy
gray retweeted
guy who takes profit after a 20% move is depressed he didn't catch the SanDisk +4,000% move.
Perfect confluence of meltup conditions right now
DXY down
Copper/Gold up
IWM/SPX up
ISM up
Oil down
VIX down
IGV bottom
gray retweeted
The US manufacturing boom accelerates.
US orders for business equipment increased in March by the most since mid-2020, extending a yearlong stretch of solid capital investment fueled by spending on artificial intelligence.
The value of core capital goods orders jumped 3.3% after an upwardly revised 1.6% advance in February, Commerce Department figures showed. (Bloomberg)
