This is awesome!!

Totally agree. I saw Fintwit going crazy on Citrini article this weekend which claims negative impact on Indian IT industry. to me, AI is a bigger risk for SF based expensive software engineers. Thanks

What do you think about India's IT industry? winner or loser due to AI resources. If they lose I think it is a severe risk for their economy too.

I have been recently trying (successfully) the same mindset for stocks. I shorted the latest Jan pop in RKLB, ASTS and few other momo names but only when their market cap went almost $30B. They are down 30% in few weeks. I think anything less than $5b in this market is untouchable to short!

Happy Birthday Sparty!

do you think this crypto event will have impact on stocks, especially the shitcos on Monday? I tend to believe the investor base of shitcos are similar/same!

$RGTI? Stock has doubled on $2mm/yr deal announcement and IV has also up a lot!

It can start in September with the rate cut. I am not sure but I think it’s possible

After all the “best and biggest deal ever” are announced, what is the market optimism is based on? May be China deal optimism is the last straw…

This is pure gold. Is there a compilation of his writings available print or digital?

Float is very tight. I guess they want to pump it as much as possible before lock up ends! Hard to get a borrow with 62% interest on IB

Thank you!

Is it too early? I have been watching closely. The float has turned over in last couple of days. IV is also picking up. Lots of degen option buying

all the shitcos are flying. degen market again!!

Thanks

I am not a technician but Walter’s post I follow

feels like 1-2 more days of this squeeze to $30. 30c was active. let's see if it continues longer than this weekly expiry

@sparticuszorro.bsky.social more pump today. sort of explains the weekly calls being bought last week..

www.globenewswire.com/news-release...

You may get lucky but I suspect correlation is headed to 1. I could be wrong though

There are people who expect a new high this summer because of bilateral tariff negotiations news flow!

they are complaining about naked shorting today lol.
finance.yahoo.com/news/trump-m...

Could this be positive for acmr?

No recession in 2025? I like the trade but worried about demand slowing due to the economic slowdown

Thank you! Tc

Thank you!!

Lol I am on the same boat. I shorted some earlier this morning at $57 but covered/hedged after seeing sparty's comments!I have been playing with z: smr which is easier to trade imo..

How quickly does it get to market? I don't think market is realizing the impact of it and seems complacent, so happens pretty quick as in Feb/March?

I think India was most hyped market in the last few years. Also China being “uninvestible” shifted EM allocation towards India, a trade which is unwinding. I feel there is more to go but who knows how long this can go…

Yeah that makes sense. Thanks again!