extraordinary genius. angry anon. on fintwit sabbatical. touring poltwit. 20 yrs ex. mag7. aged 4x. scarred 10x. saving (stealing) memes one at a time
#bigR4L
β’οΈ
me, july 1st:
> expecting the qtr to be choppy
finxitter consensus almost at EOQ:
> qtr will be choppy
if any of these geniuses post about their predictions for more chop, ππ
after 2 qtrs,
> many of these have been π₯π₯
> some are obviously shit rn but donβt be short most of these names
> expect AMZN, GOOGL, AMD, and NVDA to continue ππ
expecting Q3 to be choppy. would be great to get a 10% π
when they ask me to comment on my yearly prediction
PSA: Iβm going to do another round of deletes. I donβt want this to get too unwieldy.
Delete = block.
If youβre not a bot show some signs of life.
P.S: if youβre private, youβre out.
All you dumbfuckwits expecting the same play as last year.. will get rekt. Youβve 24 hrs to de-risk or get rekt. Fedβs path for a βsoft landingβ literally looks viable. Youβre hanging your hat on sticky inflation thatβs yet to show up in the data.
A proper mindfuck week would be if we π early in the week into Wed.
And then NVDA posts some so-so Q2 results but some absolutely bonkers guidance for Q3 all based on AI hype orders.
ATHs 350 and Fintwit collectively quits trading.
What the actual fuck gang? Is this where we are?
I determined after all the attacks from the large account shills and dumbfucksβ¦ Iβll be happy if I helped 50-100 people NOT get fucked by fukwits.
This is where I get off.
Bozos all of them.
PSA: Iβm going to start a private Twitter so we can laugh at the rest of fukwits without prying eyes & πΆπΆ nipping at us.
Rules for admission:
1. I should like you.
2. We should have interacted at some time or the otherβ¦ ANDβ¦
3. See rule
#1
ETA: TBD
P.S: obviously, free π€·ββοΈ
8/2/2023,
#ES_F
: Since we had a βsurpriseββ¦ just to aid you in framing your trades.
π―π―New π§²π§² 4606-08 ππ
π―π― 4593-95
π―π― 4632-38
Think of the 7/27 nasty red daily (4553-4635) as a box. Buy low, sell high. π€ If either side gets breached but you face the wrong way, GTFO.
Either Fintwit capitulated at the wrong time (π
@WifeyAlpha
) or Iβve effectively gamed Elonβs algos. I see no noise here.
Recession bros went home with their toys (& toy models) last week.
#bigflip
bros too scared to re-ignite a failed hashtag
#bigcuck
wins.
Q2 starting w a bang.
Q1 5200 β
Almost all singles β
BA, BABA ππ
Earnings decides. Party on.
Positioning and flows > macros.
Maybe, EOM April or May around ER π
GL gamblers
Routine weekend
@WifeyAlpha
π£οΈπ£οΈ
βFam, Iβll give you generational bottomβ
Generational bottom comes and goes (Probably?) and NVDA ATHs
Wifey: HODL ZEE PUTS FUKFACE AND EAT YOUR DAMN π₯¦π₯¦
ππ
Fintwit macros 2022: Lot of βpeopleβ will lose their ππ this cycle.
Fintwit macros 2023: I post my thoughts weekly. Did you read it?
Susbtack circle jerk. π€«π€π
tracking reasonably well
βExpecting πfrom Feb/Mar - Jun
πͺπͺlike Q3 β23 & Q4 ππββ off by a month for π
ER will likely be mixed & Jensen at Q2 tail end into June OpEx resets for Q3 π
wait for good discounts; re-entry is always sloppy & harderβ optimize for time than price
6-month annualized core PCE - the biggest data release for the day - stepped below 2% with aplomb to 1.87% in Nov from 2.34% in Oct.
Mission accomplished?
Well, let's take a look under the hood at what's going on in the π§΅
observed on Fintwit:
> nobody can predict where spoos will go
> macro outcomes are all just probabilities
mfker, if itβs all just probabilities, how come youβre losing ALL the fuckin time?
PSA: I really DGAF what *you* think or anyone here thinks. βFadeβ me, watch me get burnt.. doesnβt fuckin matter. Itβs a market after all.. if your βmodelβ demands you count total # of π§Έ& π.. do it π€¦ββοΈπ
Spare me your garbage spiel.
Please & thank you.
P.S: only OGs allowed.
π―5030s this week but i would consider a tactical run π to 5270-5300 fromβ¦
5225?
before they sell back π to 5000s/5150-75 to end the week
idk about you, im quite happy w all the fear and blood on the streets.
mfw, feel free to scoop up some of the ππ
OGs⦠do your thing.
help our real heroesβ teachersβ out.
easy shortcut to MAB private super duper fantastic incredible spray-and-pray alpha twitter
Its that time of year again:
If you are a teacher who is struggling to supply your classroom this upcoming year, please post a link to your classroom wish list.
I will get as much as I can, and I usually have some awesome followers who will help out too!
βFewβ π:
1. Acknowledge the high vol sells due to X assets (Andy nailed it last week)
2. Macro trying to get > positioning
3. π§²π§² 4593-95 (high odds).
Good high probability trades EOM/Sept.
P.S: my vote is chop before π to 47s until Q4 sells π π€·ββοΈ
Just nibble if youβre an
8/2/2023,
#ES_F
: Since we had a βsurpriseββ¦ just to aid you in framing your trades.
π―π―New π§²π§² 4606-08 ππ
π―π― 4593-95
π―π― 4632-38
Think of the 7/27 nasty red daily (4553-4635) as a box. Buy low, sell high. π€ If either side gets breached but you face the wrong way, GTFO.
3/
This account was mainly to shitpost at the failed traders from 20-22 that have mushroomed into garbage shills and sub sellers.
I rant a lot. Get blocked a lot. You may not derive a lot of value from what I do.
Psst.. π§Έ < 4520 > π
π―π― 4549.5, 4565, 4580β¦ stretch π§²4593-95
Expectation:
Hold π§²π§²: 4465, 4480, 4500
Give tomorrow to the market gods and gamblers.
Donβt worry, I wonβt shitpost too much.
I see the bond bros and macro morons have weighed in on the bridge fiasco. Never underestimate the power of delusional dipshitsβ capacity to show their critical thinking prowess in all arenas
Soo.. πinto Thursβ¦ and then ππfrom AH into NFP Fri.
4960 is inevitable
P. S: to the one guy who doesnβt follow me but digs up old tweets..
To the OGs:
Apart from some ER calls and TSLA ππ.. this Qtr was meh.
Iβll bring back the daily/weekly bias stuff briefly or at interesting spots.
Close out the year πͺ fellas β€οΈπ»
P.S: I know there were some oopsies, Iβm not happy. For refunds contact my Twitter attorney.
ER season wrap: 7/8 or 7/10 if you want to be a stickler. What are the odds? βBinary eventsβ.. yesβ¦ butβ¦ ππ€
Can an anon furu claim victory? β
TSLA β
GOOG, META, AMZN, AMD, BA, BABA, DIS β
P.S: Side betsβ MRNA, PYPL β
Iβll drop some βalphaβ fam amidst all the shitposts so you would have earned it if you sifted through my nonstop garbage.
If your scenario analysis does not include a strong Qtr and ER season,
consider adding that.
That translates to ATH for NQ. By EOQ.
β€οΈπ
@brianportnoy
1. Macro, accessible 101s:
@dampedspring
2. Macro trading:
@EconstratPB
3. Relatable βVoltwitβ:
@therobotjames
4. Day trading:
@Dcpcooks
5. Bad traders: 3β5 Fintwit TA/equity traders and large accts
imp. to compare and contrast bad vs good & real trades vs thought exercises.
Fair warning: this account is going to implode/combust soon with receipts and the expected response from the crooks and charlatans (and the many ππ shills they will send) here.
Stay for πΏ or unfollow to retain your sanity.
people ask me why I shill David
a) confirmation bias β
b) he actually trades
c) stays true to data
d) acknowledges reality and
e) makes π°π°
Doesnβt post moronic stale scripts, hashtags or yell at Yellen/JP/market.
Lastly, has a π₯ sense of humor.
Life is short β€οΈ
Michael Mott: I see a diamond. Crash imminent. As early as next week.
For 3 fuckin qtrs.
WifeyAlpha: HODL ZEE PUTS FUKFACE
For 2 fuckin qtrs.
EliantCapital: shorting semis here.
For 2 fuckin qtrs.
New year goals πΆπΆ
This should recalibrate your outlook in life and your trading philosophy.
> authentic operators
> practical advice
> small wins
> limit exposure in $$ and time
> unfollow 99% of the idiots on Fintwit
Difference between real traders and Fintwit. Like that Meisler counting candles. They will post stats, recite history or meaningless trivia.
May- till now: CAT, HD, BA, OXY.. ππ
I know some of you madeπ°π°π°with me.
You: anyone get this πmove in Q4?
Me: π
You: anyone get the no ER recession trade π in Q2?
Me: π
Fintwit: who was bullish in 2023
Me: π
Fintwit: any π€‘can buy the dip. Show me how they did in 2022
Me/OGs: buddy, youβre not gonna believe this..
ππ
Feeling lucky π€π
PSA: now that we are back closer to 750β¦ another round of deletes.
This round.. lurkers.
Easy deletesβ if we havenβt engaged at all or you donβt seem legit or youβre βbuddiesβ with assholes.
Hit me up on the other account if I make a mistake π€·ββοΈ
PSA: Iβm going to do another round of deletes. I donβt want this to get too unwieldy.
Delete = block.
If youβre not a bot show some signs of life.
P.S: if youβre private, youβre out.
stop. chasing. a. gazillion. strategies.
focus. on. your. execution.
focus. on. yourself.
focus.
a life time of trial and errors await you, act like it. donβt get fucked up before you even get started. be around to crack the code.
β€οΈβ€οΈπ
Yes, there is no shortcut. But, donβt do this βhard workβ thing.
Pace yourselves, take a lot of breaks, try different things, limit your exposure in time and $$β¦ you will come out just fine.
βFewβ:
4. Many singles structure turning π
5.
#ES_F
πuntil π§²4435-40 or 4453 breaks
6. Expecting πsoon (into OpEx or post-OpEx+EOM)
7. If not, Iβll change bias.
8. If youβre bearish, wait for 4520s
9. Good spot 4440-80 for a retrace πto π§²4593-95
10. 2 WKLY reds since May
β’ Don't brag - β Always brag
β’ Are humble - β Never
β’ Adapt quickly - β Meh
β’ Ignore negativity - β Never
β’ Have an open mind - β
β’ Admit when they're wrong - β
β’ Have no expectations - β Always expect outcomes/price/time
β’ Show up every day - β (DONT)
πππ¬π
The best traders:
β’ Don't brag
β’ Are humble
β’ Adapt quickly
β’ Ignore negativity
β’ Have an open mind
β’ Admit when they're wrong
β’ Have no expectations
β’ Show up every day
@radz_joe
β€οΈ wait it out till NVDA ER or March OpEx. 10% π gets us to 4593-95π§²π§² and that would be good for all of us π HAGW bud π»π»
Dumbfuck times OpEx cycles and pretends heβs a genius.
His πriders are slow and stupid. But, think they are smart. Like the idiots who showed up here last week.
Keeping it here before Cumlord kitty deletes it and pretends it never happened.
i guess it doesnβt matter any longer since most of youβre unhinged or would prefer doom letters anyway
the path is probably choppy next cpl weeks and Jensen resets π (160-180 is not a stretch) again and et voila 6k by Aug/Sept..
beatings shall continue until morale improves
@Makeabuck2
Thereβs way too many people still trying to call the top, short, in cash blah blah waiting to pull out the βI told you so tweetsβ, they gonna pile back in at 6k and then get wrecked again and it will be glorious
> thereβs no optimal entry, exit, sizing
> nobody makes money all the time
> everybody gets rinsed out eventually
> enjoy the game, donβt marry it
> take time out for yourself
> stop watching ππ obsessively
> nobody knows your π°π°, risks, time horizons
> donβt be a moron
I don't expect a major top here, but this backdrop suggests a correction or at the very least a rotation/churn (time-based consolidation).
In Jan, hypothetical momentum factor had 50% of the S&P's market cap (highest since the 2000 Tech top).
This has come down to 35%
Yet another week of public receipts running for 3 qtrs now.
What does your ignoramus sub seller Fed do?
Also, start learning or stealing the essence of what I do fast. Iβm not here for Twitter glory. Just here to show you itβs easy enough. β€οΈππͺ
6/26/2023,
#ES_F
: EOQ, $JHEQX & BOM flows nothing else matters.
New π§²π§² 4387-92
Prev π§²π§² 4458.25-60 π―π―
Hold π§²π§² 4350-60, 4287-90 (last)
Expectation: π early in the week and π4458-60 to close week.
Stretch ππ 4493-4509 and HOLD EOW.
easy bet: buying the dip at 5-10% and hope itβs not going to 25-30% π as it does occasionally
hard bet: top tick hoping for a 5-10% π when historically it hasnβt worked for almost ALL players unless they have amazing luck and timing
fintwit: i choose hard coz i read a 1/n π§΅
wow 5050-60 β , expect 5125 tomo
if I were shilling anything, i would take victory laps right about now, other tweets gone
taking the L for the week
psstβ¦ ask your furus how the last 2 qtrs went ππ
(i see you tail risk bros)
while Iβm thrilled with the π of 4Q.. we have had just ONE red weekly out of 12 since EOM Oct similar to the Covid run up & bust Feb β20 π±
this is beyond expectations & I frankly donβt have a good read ATM
ER should be mixed
Iβm just holidaying & having fun
π§²π§²4593-95
β€οΈ
Last one (as promised).
Iβm out πΆπΆπΆπΆ
Debate mechanics and minutiae amongst yourselves. Ignore making π°π°β thatβs for losers.
Reflect on what you were expecting EOM Oct or why you didnβt follow me EOM Sept or again in Oct.
And how everyone has been shut out of this πup.
Look, I get it. Some of you seem surprised at my anger or frustration at large acct Fintwit π€‘π€‘ who are
A) charlatans/bad traders
B) taking no responsibility, or worse delete tweets like Eliant.
C) Causing financial ruin and distress at this scale impacts real people.
met an old friend.
Retired. Late 40s. Ex CEO of a mid cap.
Tells me he opts to spend the next 5 yrs w kids before they head off to college.
Does consulting if he likes the people, product or problems.
Fuck you money: not a number.
You decide if *you* want to leave the game.
Fuck you money is
> funding that EV startup in fuckin Africa to say fuck you to the oil shills
> funding causes to say fuck you to assholes you see on Twitter
> saying fuck you to your boss because you can
fuck you money is you saying fuck you with your money
NOT A NUMBER
which way cowards?
before you know it.. everyone will be talking about EOM/BOM flows and window dressing soon
TBC: today could be the local bottom for a π back up to 5200 contingent on ER next week
πΆπΆ and πΆπΆ can sit it out
#SPX
Not much to comment. My path is higher until sells in Nov π¦ But, next cpl weeks might change things up. So, here goes.
Enjoy OGs, stay out of trouble and donβt fuck it up. We had a hot hand. 100 pts with precision every week for 5 months is π₯π₯
Side hustle bros: If youβre not having this much fun trading, youβre not doing it right.
Youβre not a PM. Youβre not an analyst. Youβre a nobody. You donβt have to convince anybody about your positions.
Enjoy. Crush it π₯π
Just to be clear.
ππ expectations were from a cpl months back going into EOQ Q3 (EOM referred to Sept). We are here now. Happy to share an updated expectations plan into EOY w premium alpha members (lingering MAB faithfuls and hopefuls)
stop with the DMs
a) im not qualified to advise your πΆ
b) my private Twitter is like latte larryβs
c) a revenge private Twitter to annoy the other private Twitter bros
im not selling anything except maybe shilling
@EconstratPB
or
@Mike_Hunt_Sr
or other interesting ppl here
PSA: Iβm going to start a private Twitter so we can laugh at the rest of fukwits without prying eyes & πΆπΆ nipping at us.
Rules for admission:
1. I should like you.
2. We should have interacted at some time or the otherβ¦ ANDβ¦
3. See rule
#1
ETA: TBD
P.S: obviously, free π€·ββοΈ
ππ¦
News: it takes a lot of discipline to stay away from news & the constant deluge of (mis) information.
For traders, itβs much much more important to stay away. Often, I donβt know whatβs happening real time but thatβs ok.
Try it.
Our hero has made a triumphant return with a cryptic non sequitur.
Remember kids, these are the same idiots who pin their ONE good trade for 2 years. ππ€
TBF, most TMT bros were wrong too and this guy is one of the good ones.
βpeople who know WTF they are talking aboutββ¦
proceeds to short mfking βMFAββ¦. like saying Iβm short internet protocols π
techtourists β’οΈ
but, did you talk to Okta, anon?
FWIW: most of the large account π€‘π€‘ have been making Bigflip/recession trades since Q1. In some cases, apparently from May 22.
All they have accomplished is sold bear porn, grown their following 2-5x and destroyed/xferred wealth.
I got the receipts assholes.
Last warning: many of the OGs here lucked out and did well last ER. βEarnings recessionβ was an obvious fade. April-June was easy π°π°
Now, my bias is still upside/mixed at best. Not πβ οΈ till Aug Wk 1. ES could easily hit π―4717.5 this run.
That said, itβs a