Leonardo Buffecto @OracleThread

22 | From $150k to $800k Documenting my Journal towards 1M$ BUYING A 911 AT $1M Real positions. Real mistakes. Personal journal, not financial advice CA Joined April 2022

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Leonardo Buffecto @OracleThread

8 hours ago

@CKCapitalxx Well said, very good risk reward here

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Leonardo Buffecto @OracleThread

8 hours ago

Very well said imo, Still bullish on semis/AI/lasers, cycle definitely not over yet, This is more of a chance to add rather than PANIC. However, it will be more ideal if macro gets better, Hopefully a soft landing on inflation and oil. $AAOI $AVGO $NBIS $LITE $MU

Serenity @aleabitoreddit

11 hours ago

Divergence between fundamental demand and valuations are now at extreme levels. You're seeing accelerating procurement from $SMCI to $SPCX vs. collapsing equity prices on $AAOI to colo players. After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity

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Leonardo Buffecto @OracleThread

13 hours ago

@maxwilliamson__ Man you grew quick ! Good stuff

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Leonardo Buffecto @OracleThread

13 hours ago

10/20 Recap/position update Every bounce gets sold lately. You feel FOMO on the way up, then start questioning your thesis on the way down. Tough tape. The broader market held up today, but semis still look shaky. Brent briefly approached $112 before pulling back toward $109 on mediation headlines. Progress toward talks doesn’t mean the war is over. $SPCX offered some reassurance after hours • Revenue: $14.6B, above expectations • AI revenue: $7.6B, ahead of Starlink • CapEx: $19.6B, including $16.4B for AI Look solid, demand is still up A few red days don’t mean AI demand disappeared. One earnings beat doesn’t clear every risk either. Position update Picked up fewer more $MOD $ORCL $APH $RKLB $HOOD $COHR $AVGO

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Leonardo Buffecto @OracleThread

16 hours ago

I’m quitting at this point @ShaneStoffer $MRNA

TOGI @ShaneStoffer

18 hours ago

U shouldn’t bet against me. I’m a crazy person

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TOGI @ShaneStoffer

18 hours ago

U shouldn’t bet against me. I’m a crazy person

Draupnir @DraupnirAlpha

4 days ago

@ShaneStoffer Down 32% in a day after being told by the entire community to sell. "Rage bait". Can't wait to watch you lose the rest.

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Leonardo Buffecto @OracleThread

16 hours ago

@Mr_Derivatives Best beginner luck of human history

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Leonardo Buffecto @OracleThread

a day ago

WTF ARE THE $KOSPI $SKHY DOING!!

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Leonardo Buffecto @OracleThread

a day ago

@DiligentPlane Type shit

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Leonardo Buffecto @OracleThread

2 days ago

Futures looking better tonight. Hopefully it holds 🤞 Big week ahead • $META earnings Wed: ad growth, capex, cash flow and guidance. More spending supports AI suppliers, but returns still matter. • $NVDA GTC Berlin Oct 20–22: Jensen speaks Wed. Watching customer deployments, inference demand and concrete projects. • $TSLA earnings Wed: auto margins, cash flow, energy storage and Cybercab updates. • Macro: jobless claims Thu; PMIs and consumer sentiment Fri. Still watching inflation and rate pressure. For me, AI still has two questions to answer: will spending continue, and when does it pay off? Zuck or Jensen ?which matters more next week?

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Leonardo Buffecto @OracleThread

4 days ago

IS IT TIME TO BUY THE DIP? $NBIS $AAOI $AVGO $SOXX

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Elon Musk @elonmusk

12 months ago

@sama And you forgot to mention act 4, where this issue was fixed and you received a refund within 24 hours. But that is in your nature.

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Leonardo Buffecto @OracleThread

4 days ago

@StokPix 😭😭

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Leonardo Buffecto @OracleThread

5 days ago

10/16 Recap — Another rough one. Yesterday I joked about a Black Friday selloff. Today didn’t feel like much of a joke. The late bounce got sold pretty quickly. I’m still not seeing a convincing bottom. Inflation, rates, and returns on AI spending remain real concerns. But I also think sentiment is getting too bearish on AI. Some names are reaching prices where I’m willing to start adding gradually. That doesn’t mean they can’t go lower. Today’s buys: • $AVGO +1 June 2027 $260 call @ $92 — now holding 6 contracts • $ORCL +50 @ $128 • $RKLB +200 @ $50.90 • $COHR +50 @ $234.90 • $MOD +50 @ $148.50 • $AAOI +300 @ $76.45 Building in stages and keeping cash available. I don’t need to catch the exact bottom, but I do need room if this selloff continues.

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Leonardo Buffecto @OracleThread

5 days ago

Today’s trades: • Added 1 $AVGO LEAP call to my • Sold 1 $COHR put. My overall thesis hasn’t changed, but I’m becoming more selective about where I’m taking risk. An AI slowdown and an AI stock correction are two very different things. AI can keep growing rapidly while its stocks continue falling because of valuations, financing costs, and unrealistic expectations. I’m still bullish long term. Just not convinced we’ve seen the bottom yet.

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Leonardo Buffecto @OracleThread

5 days ago

Portfolio update: Still bullish on long term data center demand especially my holdings include $COHR, $GLW, $APH, and $MOD. But I’m watching closely for any downward revisions to AI CapEx expectations. $MU is also getting caught up in the broader infrastructure selloff. If you can’t stomach the volatility, there’s nothing wrong with reducing exposure. $RKLB is a separate story. Neutron’s first flight has been pushed to 2027 again. That’s an execution risk, not an AI related issue.

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Leonardo Buffecto @OracleThread

5 days ago

Oct 15 Market Recap - Buying Opportunity or More Pain Ahead? $TSM just delivered another monster quarter. Q3 revenue +50.9% YoY, net income +68.7%, and Q4 guidance above expectations. AI demand is clearly still there. Yet the stock sold off anyway. Hotter than expected PPI triggered another wave of selling this morning. Buyers stepped in late, pushing the major indices back into the green. But I wouldn’t call the correction over just yet. The market is starting to price in the possibility of another rate hike later this year.