MS in Investments & Securities dropout. Full time crypto, stock, level 5 option trader. Real Estate investor/developer, corporation owner *Not Financial Advice
United States
Joined June 2020
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Follow on Instagram incase something ever happens to X. They already shadow ban me after so many posts⌠Free of speech if you pay for a check mark⌠đ¤Łđ¤Śââď¸đ¤¨
Deleveraging and cash raising. Iâm currently at $3M cashâŚ
Iâm really having trust issues with this market:
Gold selling off
Rising rates
Crypto dropping hard(huge risk off signal)
AI struggles.
Huang takedown
Housing inventories surging
Something doesnât smell right folks.
Iâm getting very nervous.
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Leverage Monkeyđ (No DMâs or paid group) retweeted
JUST IN: đşđ¸đ¨đł Experts warn US artificial intelligence is "fully compromised" by China following Jensen Huang's affair with a Chinese Spy.
"Our data centers, compromised. All of our models, stolen."
Leverage Monkeyđ (No DMâs or paid group) retweeted
BREAKING: Nvidia $NVDA is expected to slow its aggressive AI "investment" strategy following Jensen Huang's resignation.
This puts billions in circular financing and private credit guarantees at risk.
Traded chips for 3 cycles. Chips carry 5-7 PE. NVDA is only back down to 10 and revenue is about to go down. Every boom bust cycle analysts say no more cycles which is a lie new fabs come online and companies run out of financing. There is an oversupply. Happens every cycle every cycle they say it wonât happen anymore. Lie to get retail to stay in they got me 2 cycles in a row⌠lol This Jensen thing the democrats will block Asia from the chips as the Asia exporters are the ones funneling the chips to China. Thats a huge portion of NVDA revenue so this will end the cycle without having to admit there is still cycles. So they can say the lie again next cycle⌠đ¤Łđ¤Śââď¸đ¤¨
During dotcom bubble bust dynamics :
initial hit was 50-60% drop when first dead-cat bounce hit...
$NVDA (M)MA50 sits on -52% from its ~245$ PEAK
10Y/3M uninverted ... It's really the time...
Am I the only one wondering what kind of supplements or stacks Jensen Huang was using? He was servicing 4 girls (we know of so far) he must be exhausted⌠What testosterone booster was he using for his age to be able to keep up with all those thirsty employees⌠đ¤Łđ¤Śââď¸đ¤
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Leverage Monkeyđ (No DMâs or paid group) retweeted
Time to start pricing in a future where Jensen Huang can no longer engineer an endless runway of artificial demand from circular financing arrangements, and what that means to the forward earnings outlook across the entire AI supply chain
Every chip cycle has a boom and bust. Every chip cycle at the top the analysis say there are no more boom bust cycles then the bust happens. What if throwing Jensen Huang under the bus and blaming him is so they don't have to tell retail the bust was from lack of demand? They cut off Asia third party sellers to china and the huge drop they blame it on this instead of their lies every cycle saying there is no more boom and bust cycle. This is very possible what is taking place. They'll blame it on the democrats. Jensen, Asia exporters etc anyone but won't admit it still has boom and busts always will... lol
None of this matters Iâve traded chip stocks for multiple cycles they carry a 5-7 PE ratio NVDA has come down to 10 it will go down into the historical range for a chip stocks. This is how it works doesnât matter how good chip stocks donât have high multiples because as prices rise new fabs come online and eventually there is an oversupply. Every single cycle before it bust the analysts said there is no more cycles. That lie is said every cycle at the top. Always periods of oversupply so donât fall for it and get caught holding the bag. Institutions sell 1-2 quarters before earnings peak every single cycle⌠Enjoy
instagram.com/reel/Dfp9pAmHwâŚ
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None of this matters Iâve traded chip stocks for multiple cycles they carry a 5-7 PE ratio NVDA has come down to 10 it will go down into the historical range for a chip stocks. This is how it works doesnât matter how good chip stocks donât have high multiples because as prices rise new fabs come online and eventually there is an oversupply. Every single cycle before it bust the analysts said there is no more cycles. That lie is said every cycle at the top. Always periods of oversupply so donât fall for it and get caught holding the bag. Institutions sell 1-2 quarters before earnings peak every single cycle⌠Enjoy
instagram.com/reel/Dfp9pAmHwâŚ
Jim Cramer says AI is strong... Aka tops in stay away his hedge fund buddies are unloading... lol Let's see what happens... đ¤
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Since Jensen Huang can basically land any women on the planet like Austin Powers I think we should send him to China to spy on their AI advancement for the U.S... Bro is literally a weapon at this point. Elon is already trying to get him to work for him...
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Lori is too smart to do a divorce. She can buy a house somewhere and have a boyfriend. To dismantle the $200B trust and family office she has setup would be a nightmare and a huge tax bill to divided it up in a divorce she isnât doing that sheâs not dumb. She will stay forgiving and probably not publicly but maybe just open up the marriage. Itâs sad to see but sometimes when people are married 40 years they just become best friends⌠Hope it never happens to anyone but the sad truth is Iâve seen it a lot with my wealthy clients/friendsâŚ
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Line version... If QQQ can't get through $695-700 level we might have already started a 2022 type bear market... TNX and TYX Elliott wave algo projects wave 5 high of 6-6.5% in July 2027. That is probably the most likely low timeframe in there somewhere for QQQ. Gold, BTC bottom is January to February timeframe... Let's see what happens still time for AI but it might be cut short from democrats and NVDA selling chips to china. They would have to stop selling all chips to Asia because that's how the third party exporters are funneling those chips to china and that is a huge portion of NVDA's sales...
Leverage Monkeyđ (No DMâs or paid group) retweeted
It takes guts to come out here and tell you gold was going lower. And itâs not done going down.
Have a lovely day.
PS-Bullish longer term!
He's talking about the wave 4 bounce... Then we slaughter this pig...
MICHAEL BURRY SAYS $NVDA BULLS SHOULD "GET OUT"
"Nvidia bulls will have another fluffy big chance to get out," Burry wrote on his Substack. "Get out."
He says Jensen Huang "orchestrated" Nvidia's push to grow the AI ecosystem, and that without him customers can "slow down deals, push back, renegotiate terms, or simply walk to a competitor."
"Nvidia's business will not disappear, but its growth may slow and, critically, its margins may fall," he wrote.
On X today, he added that the board's inability to elevate an insider with "sufficient operating experience is in itself concerning."
Burry has been publicly betting against Nvidia for months. Huang resigned as CEO this morning.
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