Delusional Bull (@dbull888) header
Delusional Bull (@dbull888) profile picture

Delusional Bull

@dbull888

must remain delusional

Joined June 2025
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Alright $VELO is looking extremely interesting. It’s down almost 90% in a few months.
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Delusional Bull retweeted
Waterworld Capital (@WaterworldCapi1) profile picture
Waterworld Capital@WaterworldCapi1Nov 4
The market is dumb so it won't realize this for a bit but if we can't build enough data center capacity if means the owners of said capacity will achieve better pricing and be more valuable. Also their free cash flow will explode higher. Shocking I know... $MSFT $AMZN
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Living in NYC just means talking to people named “Hudson” or “Noah”
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Set-and-forget position for me but yeesh it’s going to be ugly for a little while
Ian McMillan, CMT (@the_chart_life) profile pictureIan McMillan, CMT
@the_chart_lifeNov 2
That's a heck of an Island Reversal on $INTC ...
Image from Ian McMillan, CMT (@the_chart_life)
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The amount of money I’m down after hours is biblical
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Delusional Bull retweeted
EVA Model (@EVAProjection) profile picture
EVA Model@EVAProjectionOct 26
Week 3 model update: 24-17-1 against the spread
Image from EVA Model (@EVAProjection)
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Delusional Bull retweeted
🦋 (@pennycheck) profile picture
🦋
@pennycheckOct 23
Everything I see confirming this. The semi/DC infra / memory stuff is just tired at this point. Sure they will still have nice pops along the way but the only truly exciting and alpha generating thing to focus on when it comes to AI is not the long term build lit but the new regimes and companies directly benefitting or directly getting replaced by the daily innovations in the tasks the agents can accomplish. Things that weve seen recently and rapidly in muse beneficiaries like fsly and inod the new regime of cyber security currently i think inflection in human identity verification is coming and there will be new things developing weekly which will create massive opportunities on the long and short side far mlre exciting then modeling out DC leases etc
🦋 (@pennycheck) profile picture🦋
@pennycheckAug 21
Replying to @pennycheck @cashiskinggg
I am done with the data center build out with the exception. Of glxy they've all been priced in Im more interested in what is happening now mainly in The upcoming new regime of cyber security The agentic internet and Tech bio
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$AMZN ripping today. You know what happens next, don’t you anon?
Image from Delusional Bull (@dbull888)
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Check out my little NFL side project. I’ve spent so many hours tweaking this model it’s insane
EVA Model (@EVAProjection) profile pictureEVA Model@EVAProjectionOct 19
I spent 100+ hours building an NFL spread model. 2 weeks live: 16-11-1 ATS Every pick is public, wins and losses. Week 7 projections are live now 👇
Image from EVA Model (@EVAProjection)
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Today felt like capitulation… at least short-term.
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I already have a pretty high % in miners, but I’m about to go for the generational “make it” trade. There are quite a few names I absolutely love
Brandon Beylo (@marketplunger1) profile pictureBrandon Beylo
@marketplunger1Oct 14
Metals and miners getting absolutely smoked. I can't believe how much work there is to do in that space. So many opportunities, so little time. If you're not tremendously excited about the value in this space now then I don't know what to tell you. Loads to do!
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I would blow my shit smoove off
strictrope (@strictrope) profile picturestrictrope
@strictropeOct 13
Lmao. See you guys after midterms
Image from strictrope (@strictrope)
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My model is off to a hot start and is officially 10-5 ATS for Week 5 NFL games. I've already made some adjustments for week 6 games. Maybe I'll post my website for fun once I have another week of data
Delusional Bull (@dbull888) profile pictureDelusional Bull
@dbull888Oct 11
I spent essentially the last 16 hours straight building an NFL prediction model. I know it's probably a complete waste of time because NFL has the sharpest lines in the world, but this is a fun little pet project.
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Portfolio has been chopping around for months. Can’t do anything right it seems like. Strongly considering indexing at least half of my portfolio
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whenever I need to cope with being a $VELO baggie I go right to Jeldi’s replies for some laughs
depressed clippers fan (@stocksaregoated) profile picturedepressed clippers fan@stocksaregoatedOct 12
Replying to @AJeldi2
Shut the fuck up you fatass hog shareholders are getting brutally molested by the bears you better come out with good ER
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How hard is it to find a running back that doesn’t fumble the ball every game
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I spent essentially the last 16 hours straight building an NFL prediction model. I know it's probably a complete waste of time because NFL has the sharpest lines in the world, but this is a fun little pet project.
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Remember how good we had it when stocks just went up every day?
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$CELH and $TPB are making me God’s strongest soldier
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Delusional Bull retweeted
Jreg ⏩ pee/acc (@mc_swm) profile picture
Jreg ⏩ pee/acc
@mc_swmSep 30
I have my Grokbot SUCKING OFF my Muse agent while my OpenClaw assistant WATCHES and JACKS OFF in a CORNER and my PRODUCTIVITY has SKYROCKETED
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