Dip Bu Tan

$SNDK the only winner

$BE destroyed earnings and down 7% 🫩

Reddit is now criminally undervalued. $RDDT Generational buy at $137

$RDDT earnings after the bell. They’ve blown out every earnings report since going public. I can’t see this being any different. Will the market reward the company? Should easily be over $200 https://t.co/BMT1ejTXrj

I never want to be the bear. I was bullish on the AI trade all the way up until mid July. Tokens are proving to be more of a commodity than anything. Public market competition (China in particular) is driving down margins on tokens. This looks to be a race to the bottom. Just be careful and don’t over leverage.

Bottom signal?

Fading this. Buying more $MSFT $RDDT & $NOW Feels bad but it’s a good opportunity.

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Double miss for $SKHY I said it earlier this week on here but don’t expect the AI trade to get better anytime soon. The unwind will be very rough and it’s just starting.