2/21/25 :: VROCKSTAR :: QQQ Pls read this and comment
- i put my Schiff on the table - guys. i'm working with a really wonky thesis and i need some comments, let's debate this
"the market has mostly crashed already"
- this has been a pretty asynchronous crash. aapl, nvda, msft... meta held the tape for a record period... they all are taking turns keeping vol in check
- and then under the surface, we have EPS reports and this has been the weirdest thing i've ever traded, experienced in 30 years. i have never felt like i'd just want to trade ex post dips and avoid necking out at all (with VERY few exceptions hello UBER and NXT- thank gawd for you :)
- so the thinking is, we're in an asynchronous crash. everything INCLUDING MAG7 is down 15-50% from the let's say last 6 months peaks. and so the index has managed vol. the machines. our overlords. whatever.
- so maybe we "crush" 5% from here. 10%? dude 10% is a thing of the past. i dumped my TQQQ puts today. i didn't expect them to cash. just insurance against my mega positions (which has become somewhat singular. nx-faking-t. nextracker NXT)
- but let's get this real. are we getting gaslighted into a crash incoming when we're literally in the middle of it. new coronavirus BS coming out of "wuhan" we believe that chit again. come on. ppl. take off that N95, touch grass... think. think.
- am i going nuts? usually i'm the guy that goes nuts first. rings the bells. i'm lonely thinking this. tell me WHY i'm wrong if you disagree. i genuinely want to debate this.
- i'm picking winners here. getting situated in the non momo BS that has reported gains, generates cash, attractively valued.
- nxt HUGE size - obtc, get the king at a 10% discount (use limits) - uber - glob (short term swing b/c OTD cucks gonna cuck didn't expect to trade or own this, but here i am, cleaning you all up) - tsm
some others stuff. but honestly. i'm here. i'm typing this. that's 90% of success. God. family. friends.
the rest are details.
be well. we'll crush it.
but if we read this tape right...
V
تم فتح الصفقة
the crash happened
just nobody's talking about it
maybe the all-mighty index goes another 3-5%. whatever.
pencils down. grab your seats. start to deploy.
nxt, obtc, uber, tsm and a few others.
lego.
don't feed the fear. you don't make money following others.
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لا يُقصد بالمعلومات والمنشورات أن تكون، أو تشكل، أي نصيحة مالية أو استثمارية أو تجارية أو أنواع أخرى من النصائح أو التوصيات المقدمة أو المعتمدة من TradingView. اقرأ المزيد في شروط الاستخدام.