Degentrading

vibe shift in the air - acknowledgement now that the crisis is going to persist MUCH longer than anyone expected. Going into the week, i was expecting a bounce, however the bounce was extremely weak. good thing i got to tp a few longs - memory and photonics being up wont do well if SPX is nuking as well.

shorted $GEV 875

entire memory + photonics complex up in anticipation of GTC

if i had to identify another point in history similar to today - it would be feb 2020 - when americans were still thinking of covid as just another asian flu.

CT is the collective top signal for metals, memory, JP, KR and now even Oil. NICE.

something that is obvious to me but the market is sleeping on is that its the gulf states that are funding all the AI build outs. ok. no need to get AI doomer. just ask, what if the timeline was extended by 1 year or 2 years? do we still need that many chips or gpus

The gulf states will need to repatriate cash back from all their investments - private credit etc etc to shore up their economy and infrastructure. There is no way to TACO out of this

Added $ETH longs

Mess in korea just starting but dont think i can time bottoms - started to bid SK hynix against my US shorts