Investor & Trader. Tweets are NOT investment advice/recommendations. They are only opinions.
Joined April 2010
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Hot CPI as expected. Our profit takes hit to derisk more longs on the overnight pump. So what is next? Since the number we are shorting pops. Then will All about if there is a real peace deal or not. If yes the market will give us clues and this will be buyable if not retest lower.
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This 💯
$nvda irony of all this is Jensen more like an American agent navigating Asia supply chain for benefit of country
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$NVDA. So far so good on this. Still a long road ahead. But Too good of a risk reward not to take a shot.
We locked in 75% common longs on $MU $ASML $KORU $SOXL. If we get a hot cpi and rug pull we are looking to buy back.
Another thing about this Jensen news. The first story I saw about megaspeed was 2025. And Byron called this affair back then. Culper called it much later before the china trip. So obviously a lot of people already knew about it. So this could be a case of sell the rumor buy the news for the ai stocks and tech in general. Also have to think a weaker $NVDA is good for the hyperscalers.
Two can play at this game.
The US had deployed Sydney Sweeney @sydney_sweeney to China 🇨🇳
All leather to avenge the leather jacket man. Chineese CEO’s do not stand a chance.
🤖 Made with AI
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Congratulations @DrakesDayTrades on his first 1000 point NQ futures win. The team at @TFLabofficial absolutely murdered the long today.
$NVDA classic Sell the rumor. Buy the news plus 270 NQ futures points.
After catching 200 plus on the short side. We got the NQ long back up too :). Plus 100 and counting.
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Another thing about this Jensen news. The first story I saw about megaspeed was 2025. And Byron called this affair back then. Culper called it much later before the china trip. So obviously a lot of people already knew about it. So this could be a case of sell the rumor buy the news for the ai stocks and tech in general. Also have to think a weaker $NVDA is good for the hyperscalers.
It would be a total tragedy for the US to lose its best CEO in the ai race because he is human and he made a tragic mistake in his personal life. @JensenHuang has always done what he thought was right for the United States and $NVDA. The results of his work speak for themselves as his company’s innovations are directly responsible for many trillions of GDP and prosperity for the world. Great thread from Gavin below.
Nvidia’s board stated today that it has found “no reason to believe that either national security or Nvidia secrets were compromised” as a result of Jensen’s actions.
They are initiating an independent investigation overseen by a committee of independent directors, assisted by outside independent counsel, that will examine all available information. This will be an unbiased, exhaustive and thorough investigation given the fiduciary responsibilities of these independent directors.
Jensen said that “I support the investigation and will cooperate fully. I love our country and our company. I am committed to protecting NVIDIA and supporting America’s national security. I am proud and grateful to be an American.”
I have known Jensen for almost 30 years. I simply do not believe he would ever knowingly do anything to disadvantage either America or Nvidia.
The only thing he has ever said to me about China is the absolute importance of keeping the American hardware ecosystem, led by Nvidia, ahead of China. That’s it.
More detailed thoughts follow below:
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After catching 200 plus on the short side. We got the NQ long back up too :). Plus 100 and counting.
Team @TFLabofficial on fire. @Riot_Trades with the short NQ call and level given in advance. The best shorts are after the squeeze everyone else out.
Team @TFLabofficial on fire. @Riot_Trades with the short NQ call and level given in advance. The best shorts are after the squeeze everyone else out.
Great post.
Jesse Livermore made and lost fortunes multiple times.
Stan Druckenmiller shorted $200M worth of internet stocks in 1999 and lost $600M within weeks. Every one of those companies eventually went bankrupt. He was right about the businesses but was wrong on timing.
Kristjan Kullamägi grew his account to $105M, then gave back nearly $60M in about eight months.
Dan Zanger turned a five-figure account into $42M, then reportedly suffered a 75% drawdown.
Paul Tudor Jones lost 60 to 70% of the equity he was managing on a single cotton trade. He nearly quit trading.
These are some of the greatest traders to ever do it. People who understood markets better than most ever will. None of that made them immune to devastating losses.
I was doing my usual re-listen of “Best Loser Wins” by Tom Hougaard, and two stories really stayed with me.
One was about Adam, a brilliant trader with extraordinary patience and discipline. He had built great wealth through his trading. Then one heavily leveraged trade went wrong and wiped out nearly half of it.
But that loss alone wasn’t what destroyed him. It was his inability to accept it and move on. He abandoned the discipline that made him successful in the first place, started doubling down, and desperately tried to make it all back fast.
He went on to lose everything. His money, his home, his family. He ended up homeless.
Then Hougaard talks about another friend who had been trading full-time for 15 years.
He never made “f**k you” money. He earned what someone in a well-paid corporate job would. He paid his bills, took his family on vacations, bought a nice car, and was home when his kids got back from school.
We spend so much time admiring huge returns and huge accounts. And rightfully so. They’re worth admiring, even aspiring to. But we rarely talk about what it takes to keep what we’ve made, or what we’re willing to give up chasing more and more.
Very very few end up as Market Wizards. Then there is the guy who is home when his kids get back from school.
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For the next several years we don’t think buy and hold is going to work anymore with all the disruption. If you want to make it. Make sure you learn how to trade as that is where the best opportunities will be.
Trading does not work for us at the Club. That old “Jim Cramer” is gone. We can make a lot more money by being patient. Like Nvidia, where we’ve made millionaires.
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Locked this countertrend in for 200. And started buying dips sub 27100 support. We are playing our edges both ways but so far the day is playing out as expected. Everyone is expecting a big reversal down after yesterday and typically big scary fast drops get bought on squeeze days like today. As all the puts bought yesterday decay and vol crush. Watch semis for clues for short term directional trades.
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$ZEC is the clear leader in crypto now our biggest bag along with its US stock market listed $CYPH beta.
Also check the we used the $HYPE ICE news last week to take massive profits on most of our position as the news couldn’t have gotten any better for it. You typically want to sell crypto at peak attention that is what hype was last week.
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