Brian Anthony

So you wanted to know my banger stock.. if .. and I say if they survive.. Intel.. go look up silicon photonics and who is a leader in the field.. again.. if they survive.. there is a reason folks are going after them.. $intc

Happy Halloween!!!!!🎃

Bears are all the same.. $MU $60 to $1,000 quiet…. $1,000 to $800 see I told you how much money did you lose… I’ve been shorting it for 5 months… Oke potato

The fuck lol these mfers are gonna tax the sir we breathe next.. shits getting out of hand

Another week.. OB1 has another positive week this week.. which to me is frankly amazing with the market conditions the way they were..adjusted some take profit levels.. strategies will get stronger once we can increase some complexity with spreads..

Structure from October of last year break or hold robinhood:0xc72b96e0e48ecd4dc75e1e45396e26300bc39681 3 month Rsi is 10

Who knew that the real thing holding up the entire global economy was $INTC

Intel (Jul 23): memory shortages “could pressure” 2H PC TAM. Hedged, unquantified, total guide $15.8–16.8B held. CCPG then fell 9% q/q with inventory charges. Called it a “could,” got a “did.” AMD (Aug 4): Su, verbatim framing — “planning for a softer PC market as higher memory and component costs weigh on demand,” and “expecting that the market will decline in the second half.” Then: client to “perform better than the market,” modest sequential growth, gaming down big. Notice the difference in the language here, the markets are punishing for not exactly being honest.. fire the CFO

Closing my eyes and adding to long term bags here.. $intc $amzn $GOOG

What lol

Good Morning :) Blessed to have woken up and enjoy another fun filled day of doing that thing called living.. :)

Officially renaming Uptober to fucking poverty…

Internet security stocks when the big one happens and they all moon afterwards as folks pile on to try and defend.. $okta $crwd $net $PANW

It’s awesome to see a brand do the right thing for once

Believe the market is over reacting significantly and this thesis we have had for a few weeks now is playing out in real time.. inference.. servers.. the AI trade is bifurcating as memory costs drive away retail consumer chips and strengthen inference… I say this because within $intc earnings data center demand has gone up 78% but consumer computer side has drift.. this drift is either due to the above or losing market share.. we will find out in about 4 days or so with $amd earnings.. Within this lies an opportunity that is building for inference plays to have blow out earnings as the stocks compress in multiples.. let’s see what happens.. I’m watching $amd earnings here.. to validate

Saved

Update $intc lost the market cap to yesterdays $intc

I’m going to repost this one..

Data center demand go up, pc demand go down.. mainly as a function of memory costs… not as a function of $intc being a potato.. but memory demand and pricing is absolutely having an effect on PC sales we will see in a week or so with $amd if the above is true and holds that’s my take..

Everyday it’s a new hack for hundreds of millions of dollars.. we’re fukt.. we let the cat out of the bag..