IMO

It’s more likely to be a continued unwind of the carry trade overnight to minimize damage during the daily session IMO

Well yah. I just try to get a general read of vibes the day before and play the next day with that bias (ie: up after a down). If we dump, probably V, so play that V. It's too late to play the puts option imo - we're seeing it AH already. Playing at open is dangerous. I'm waiting for an open + dump (if we get one) and buy calls on that.

Markets is my full time job & shitposting gives me the degenerate vibes -- which I use as a signal for day trading. It's more accurate than charts imo \--- It also gives me ideas for plays - which I've been posting to my profile.

Not all in, that would be insane. However it has just as much chance of bouncing back up from here as any other random tech imo.

Best entry is anal imo

Bruh… you can have a trillion dollars I’ll keep the money how does that sounds? Failure to deliver would result in dollars being worth 0 silver and silver being worth 1 trillion dollars. See 1923 Weimar prices of silver and gold. You are right I don’t want to live in that world. Our balance to equilibrium is going to wreck havoc on real estate and stocks imo. Money will chase a store of value and there are only 2 as far as I’m concerned.

Dude this new season is so disappointing so far. Only good scene imo is the one with Flashy Flash a couple weeks ago. 🥺

DPZ wins the calorie per Dollar IMO

i agree, youre totally right. ive been waiting on the downfall of tsla for over a year, it just keeps going up, until it wont. imo good time to short.

ORCL still too high imo.

So last week/Friday may have just put the dampers on the so called "Santa rally" imo (also seasonality has not been the trend this year). Tbh mkts may selloff most of the rest of December as it's been losing hella momentum on the daily/weekly time-frames...

Everyone thinks I’m crazy and lonely for living in a state alone. no friends, no family, in a small one bedroom apartment and just work. But it’s one of the best things ever imo

Yeah the technology will develop. In fact it will develop so much that the data centers won't make any financial sense once on-device inference is possible due to LLM size optimizations and advancements in chip design. We're already seeing this with small open models such as devstral (small variant). These can run on a single beefy home PC GPU. So in a way yes, the tech itself is 100% not a scam, but IMO the current capex spending and DC build out is like 99% money grab and over investment.

Huh? If you bought vix calls after the drop started you probably screwed yourself imo.

Andy Jassy gotta go. $AMZN need someone who can understand capital management or a better CFO. The best CFO ever imo was $GOOGL = Ruth Porat. 2015 she was hired. and since then $GOOG been KILLING IT. Buybacks, lower debt, capital management. amazon needs this!!!!

In software development the impact Claude has brought about is undeniable. Now, is it worth the price? IMO yes - it accelerates coding quite a bit, even with mistakes, you just fix them and you're good. I could code without it but it makes no sense to not use it if my corpo pays for it. Coding is like 30% of my work though so the performance gain is not crazy, just decent. For stuff outside coding I don't need or care to use ai pretty much at all.

IMO lack of data. Firing the people who compile the economic stats was a big mistake.

Worlds richest man shouldn’t be inciting race tensions imo

MDB was $560 in 2021 and ZERO AI integration, making $590mil a year. Today they have one of the best RAG rerankers AND make more in a quarter than they did in a year in 2021. MDB $500 **easy** by 2026, worth at least $1000 IMO.

Donny more likely to strike Venezuela when the market at ATH imo

they aren't profit maximizing on there customer base, to their credit. hurts the multiple a bit imo also immigration is going to cap their revenue growth, presumably

gold, JEPI as a bond / income surrogate, small cap index & space stocks. International like $EEM and $IEFA also fine. value names are going to do well, but it's hard to trust imo naturally I will also be yoloing calls on dips with a small part of the portfolio as well

How? Is their fab time not already fully booked out for the next 5 years? I was under the impression they were selling out and literally could not increase capacity fast enough, how and why would they make more h200s when they don't have enough of the higher quality more expensive models they are selling to western companies? Reeks of bullshit IMO, either they cannot make enough or they have room to expand capacity on less profitable products.

Yeppp.. not too bad of a price atm imo

Stock is a sure buy, calls are a bit iffy given those premiums for next earnings eat up a lot of cash, users and income should beat guidance imo

Next bubble should be based around LULU and their paradigm busting, next gen yoga pants imo

I'm just telling you multi ethnic conflict is proportional to multi ethnic proximity. I don't think it's controversial. No, he doesn't have a problem with blacks intrinsically, imo. He has a problem with welfare types, especially the immigrants, tho.

Depending on AVGO earnings NVDA still has room to go down imo waiting to buy a bigger dip

The shift is already happening imo. Outside of the true believers, most of the bitcoin bros are really just chasing huge gains and are FOMO driven

TE bottom is likely in. Will continue to rally in the coming weeks/months IMO

Avgo will smash earnings and still drop, it's overpriced IMO

Kinda expecting an AAPL sell off today. Been teasing it the last few days could see 268-270 imo.

Almost every stock I own is glued to its 50% retracement level, like within a few cents. In my experience, in make or break moments like this, it pays more often than not to do the opposite of what the next day does at open, as it's peak time for false breaks/breakouts. Seeing the downward push AH today is encouraging for that reason, imo -- just a last-ditch effort at a washout that probably won't gain legs.

Maybe, there is a ton of demand though with a hard limit on supply. Especially with the turmoil in international trade we could easily see this run to continue through '26 imo, albeit not as strong 

$GOOG + $AMZN imo (no ai involvement other then anthropic which is making BIG money)

Facebook was the first IMO, but yeah, the euphoria is done for.

Next week is a huge gamble. Long puts in the 160-180 range are a much safer play imo. It seems like the only reason we're talking about ORCL is because of the pump to $340 a couple months ago, as well as some insane institutional fair value quotes. Realistically, ORCL has a huge customer base with their existing SaaS portfolio, so they could either a) focus on building that out (slow steady growth), b) go whole hog into cloud and AI which could lose legacy customers (imminent failure or speculative explosion), or c) invest in finding the happy medium (interim drop in share price but back to current highs after 3-6 mos). Given the state of the market, I think credit lenders would prefer ORCL explore option a) with option c) being on the table if market volatility remains low given rate cuts. TL;DR - this is the ultimate "sell the news" stock right now. Larry and his boys shouldn't be making headlines. Institutions aren't fucking with that. If you see his face on TV, buy the puts.

Fyi Tariffs dont show inflation at the moment bc 1. Only 10-15% of importers pay the tariffs 2. Tariff revenue collection peaked in October 3. Everyone is pausing to actually pay based on SCOTUS imo, tariffs are the biggest blunder of all time. At least we had the balls to commit 96 years ago

Today was harder to play than any day of the last 2 weeks imo. Manipulation had the fed excuse to just do whatever the fuck it wanted lol.

Rekor Systems is undervalued and I bet they bag another contract before Xmas. Santa rally 🤠🤘🏻 I predict they 2x from here soon IMO

Super dovish IMO. He's sticking his tongue in a lamb's mouth right now.

Netflix to 80 before it hits 100 IMO

Market isn’t cooked but we might be kangaroo till end of year and then we’ll get a nice run into April when we see another correction IMO

This had been a very boring week imo

calls at 1:58 pm imo. meeting should be a volatility dampener, and 0dtes will get closed.

It’s faking people out rn. It’s gonna open weird but start pumping around 9:45 all the way up till 2:30 then I would get out imo. Realistically powell is most likely going hawkish, but there is a chance he says some dovish comments. I believe it sells off.

IMO the best part about owning GOOG is that if one day they are broken up the parts are likely worth more than the sum. GOOG is full of undervalued assets due to its conglomerate structure.

most likely scenario imo

$CART very quietly up 25% this month. Haven’t seen a single mention of the chatgpt integration rolled out this week. I was confused why you start in chatgpt then I realized hundreds of millions of users are in the app every single day. Dunno think it’s undervalued IMO

They mentioned that costs would increase in 2026. Overreaction imo.