Today’s highs are a key pivot now . As long as below substantial downside is available quite the whip saw both ways. Traders market though opex
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Very uninspiring earnings but goes to show smart bears have a tougher time than retarded bulls . Still a business in big trouble but imminent doom is not quite here for the neo clouds .
Fascinating how much attention core weave has here. In the grand scheme of things it’s a totally irrelevant business to the sector and its market cap is only 30 billion. Probably leads to an epic squeeze regardless of the fundamentals
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Pathetic showing from the bears this week. Still think one final flush could start Friday but new lows are basically off the table now
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Probably some kinda inverse Nvda vs chips trade available. Long nvda short everything else is probably the play if you don’t think Jensen is fired
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Gotta give up coffee . think it’s a massive variable sometimes it just hits me so hard and I’m absolutely wired for hours and it makes decision making way more foggy. Today I basically had to sit out the entire day because of it. Pros and cons for sure but seems like a liability
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Something worth noting here . This whole expose does confirm that in some way nvdia has been cooking its books . This can get exponentially worse short term I honestly think the market is underpricing downside as of now. Imagine that changes quickly. Price action extremely weak
Just look at htf charts chips absolutely have to be putting in bottoms here or that sector is getting take out back .Broadcom and Nvda look particularly bad. Both could easily cut 30% off the top amd trading 100% above prior ath from earlier this year. There’s a lot of air lower
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This is just a really binary spot that will seem obvious in hindsight. But right now into Vixperation opex Nvda earnings and Anthropic ipo it’s hard to think market trends higher from here but Vix is red today and it only takes one headline in the short term
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It seems people are jumping the gun on nvda buys here. Would personally buy a capitulation candle near 150 . But would be cautious without a 164 sweep minimum
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Market is one positive Jensen headline away from going vertical . Not sayin it happens but gotta think he’s got some favor with admin. So wouldn’t be shocking
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Last chance for bears today. Back above mondays highs and gonna get a big rally into end of year probably a lockout rally
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Unpopular opinion but I perceive this nvdia situation s as a massive nothing burger . Billionaire middle age ceo affair . Wow shocking 🙄 tiger woods type shit. Misdirection at its peak . Lock in
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I think the low is in on indexes but you’re gonna get a revisit before higher. Btc I think 71k eth 1850 ish
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Insane sentiment shift today. Market still looks like shit if market makes it to Wednesday massive opportunity for reversion
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