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Buffy

@MustFollowBuffy

Civil Engineer | B.B International Business (Hons) | Construction Engineering | Analyzes things | Technical & Fundamental Analyst | No financial advice⚠️

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Joined April 2020
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on my tl, i will be blocking everyone that says “<ticker> will retire me. so and so follows or retweeted the post. it’s gonna melt faces. so and so is behind this. so and so ran that <ticker> up and now he’s gonna run this <ticker> up.”
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the “going all in everytime is the mathematically optimal strategy” statement from The Altruists show about FTX Sam Bankman-fried is gonna make some pop culture degens lose some money
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oil is bound to fall while $BTC might just wick the 50wma for confirmation before continuing the trend
Image from Buffy (@MustFollowBuffy)
Image from Buffy (@MustFollowBuffy)
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whats given for free rarely gets the weight of respect it deserves. just the law of abundance. people want abundance. then, ignore it when they get it but value the opposite. reason why poor stays poor. sometimes it can be poor man’s pride that prevents them from finding value.
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levels for $SE this is a good opportunity on the company with +48.1% quarterly revenue, FY2025 FCF 4.5B (+52% from FY2024) and 4.97B net cash emerging market exposure play with growing middle class into exponential growth potentially
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levels for $GOOG it is breaking below 50wma unless vertical, 200wma will catch up to fib at 223
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is $BTC in a bull flag or extending the flag down to fill the fvg on daily chart before end of Nov? tbh, this is at the moment non-concerning. but still, many autists will be liquidated.
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Circle Jerk NVIDIA invested $42B in equity (mainly $30B OpenAI + $10B Anthropic), $250B in customer loan backstops, and a $6.3B take-or-pay deal with CoreWeave (in which it owns ~7%) that forces it to buy unsold capacity through 2032. CoreWeave then buys more $NVDA chips.
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Mercardolibre $MELI pulled back 30% from $2,645.22 while underlying business shows strong growth in 4 years. Q2 2026 rev grew 49.8% yoy. $101 billion in Total Payment Volume in one quarter on their fintech side. Long term growth compounder outside US: $AMZN of LATAM.
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Arista Net looks good. Fell 18.69%. $ANET rev growth at 37.7% yoy. See the chart below for visuals. 9.7B backlog. 31.4% ROE. More than 100 enterprise and specialty AI cloud providers incl. $META & $MSFT to its new Etherlink scale-across platforms. levels highlighted in purple.
Image from Buffy (@MustFollowBuffy)
Image from Buffy (@MustFollowBuffy)
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i think it’s better not to leverage trade or enter trade on crypto including $BTC $ETH $SOL today. your stop losses will highly likely stop your losses. if nothing happened, it’s all good. if something happened, i have warned you here.
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AI was created to solve human’s problems Then, AI will solve Earth’s problems as well It loops back toward humans since humans are the source of problems on Earth Then, AI will eradicate humans to solve all the problems on earth which is most efficient solution Makes sense?
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no matter what anyone says, biggest psyop of the century is $BTC as a self custody and branded under the title of taking power back from the big guy neither good nor bad, it’s an opportunity is all
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BTC will go back to 85k or higher. big 24hr gap with zero liquidity right below current level. shorts overcrowded. if i want protection from another 10/10, i can go out and buy some mstr or asst put or bitcoin:native put for protection on @binance.
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welp, weakness. didnt touch 85k but it swept a little liquidity on the upside.
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So essentially, I have been betting against Bessent and his interventions on yields, majority of AI bulls on AI sector, and crypto bulls saying new ATH in Dec. I love tech stocks, and crypto especially treasuries. I am bullish long term, bearish short term.
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Send yields to 6%, Compress equities, Sidewind crypto, Send autists back into their rooms.
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those preaching extended bull and no more 4 yr cycle ever think about extended bear cycle for $BTC ?
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