Been selling equities over the week. Now mostly cash in equities first time since April. Mostly exited bigger crypto positions as well to protect risk. Could be wrong. Will see how things level out over the next weeks to month.
For those liberals who say that Charlie Kirk was hateful to transgender people, explain yourselves. Most of you have literally never heard him, and are just parroting what main stream media talking heads have told you about him.
THIS is how Charlie debated and interacted with…
"in discretionary
the right position
is almost always flat
the right action
is almost always do nothing
5x / yr there's free money on the floor
pick it up
then do nothing
outperformance"
After this trade, I'll be doing a lot of nothing. This was given to us on a silver…
So let me get this straight…
All currencies are pegged to the US dollar…
but the US dollar is backed by nothing but debt…
and that debt is running out of control at an unsustainable rate.
So the entire global financial system is basically bullshit?
Got it… buy Bitcoin.
$AMD INCREASED THE PRICE OF MI350X BY MASSIVE 40%
Do you see what that means?
MI350X matches or exceeds Blackwell’s performance in most metrics.
Hardware moat no longer exists.
They are rapidly improving ROCm to deprecate CUDA moat too.
$AMD will be a $1 trillion company.
Today: Same as when the 90 Day Tariff Pause “Leak” came out
Release Headline saying Powell is out
Test the Market Reaction
Walk it back immediately
Everything they do is driven by the Market.
I went all-in on $PLTR at $7.
Institutions ignored it.
Now it’s one of my best investments.
But today — I’ve found the next one. 👇
This time, it’s $AMD.
And here’s why I believe it’ll outperform $NVDA.
🧵
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