Engineer. Holder of the bag

Toronto
Joined February 2015
“Sooner” as in the next 100 years instead of 200
3
31
836
$META $1.6t stock moving like a shitcoin
5
25
953
Elon taking all these kids with tsla and neocloud tickers in their bios to the woodshed lol
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
5
1
46
2,842
Cheers folks 🥂
9
32
2,043
“so what was it like owning semis in the first half of ‘26?”
4
11
1
251
12,178
$SMH 200d~ $516 lines up with 50% retracement of April–July move. Needs to hold or risk a deeper flush
4
17
1,670
$CIFR six months ago everyone and their mom was giga long this shitco yet suddenly nobody seems to have ever owned a share lol
20
1
1
76
8,871
$BE my goodness they’re trying to liquidate pelosi
3
53
3,475
Kinda crazy that $goog trades at only 10% premium to $meta on next year’s earnings
6
87
13,082
This is the gayest price action i’ve seen in my 80 years of trading
22
1
267
6,456
Koreans holding the line (so far)
Double bottom or dead 🐱 bounce?
4
2
86
2,322
Me trying to defend $intc at 200 day
5
6
1
117
6,273
$NOK went from +140% to +20% ytd
9
1
1
106
5,104
Mango should be buying the dip any moment now
10
577
I never believed in Uptober anyways
3
1
86
2,284
$INTC here comes the 200 day, it bounced off this level twice back in september so it should be strong support. If it fails to hold, things could get a lot more painful before they get better
10
39
4,226
Turns out this was the pain trade all along
4
1
37
1,896
Great timing lol
Rhode Island State Sues $META Over Alleged Tolerance For Scam Advertising
1
11
998
$INTC maverick capital trying to defend the 200 day
3
1
78
3,062