

$INTC alone is killing the market. The amount of money that was there with size that is getting killed badly. I wish them well. But the intel trade is a good lense to see things through. For what it’s worth I think we bottom today overall at least for a while. I’m seeing some pain levels I would be puking in some stocks if I was all in margin those tickers.

Yeah if you are not a great trader don’t get your bots to do trading for you. My bots will not have money until there is a system exploit they find where it’s free money as you execute and close the trade at the same time like a sandwich on crypto transactions. For now I just use them to intellectually ping pong.

I’ve been wrong for 3 weeks on the fire ruin of oil prices about $100. I don’t know for how much longer this is sustainable. I see people saying it goes to $300 I don’t understand how happens unless one big shit the simulation is hiding from us from all data available to us. What’s your take? Cause it’s keeping me away from energy stocks and I don’t want that to be a mistake. Refining is the bottleneck not oil but same trade for the price.

My only conclusion as to why $SMCI had no bid and chart is terrible relative to multiple guidance upgrades. The growth is real. But feels like big money and institutions are staying away because it has an open scandal, thin and unpredictable margins, and one dominant customer, and guidance raises don't fix any of those. Thoughts?


