When you finally realize the market uses fear to get people to sell good stock you will change your tactics. 💯

Buy when others are fearful.

Nice pop this morning, especially $BE and $SOXL nitter.cf/mmonis/status/20994965…

$SOXL - When stocks are correlated, I don't do stock picking. For charting, I use $SOXX I have put my entire portfolio, and some more, into $SOXL; the risk is tiny, which is why the position size is large I am expecting a decent oversold gain. Possible?

Can't wait for market to open,

Every time the market pulls back, the X timeline starts filling up with comparisons to 2008 or 2022. Ask yourself a few simple questions: - Are companies growing earnings? - Are revenues improving? - Are they generating real profits and cash flow? - Are market leaders still fundamentally improving? Don’t use one single metric - yields, valuation, seasonality, technicals, whatever it may be as your entire reason to buy or sell. There are definitely risks in this market, and I have no idea where the exact bottom of this pullback will be. But from a risk/reward perspective, I like where we are today much more than chasing the June 2 highs.

Today was the single largest liquidation event of short sellers in crypto history(!) Hard to imagine the bottom isn't in on stronger pairs

It's good to see these price bursts on boring alts without a narrative or froth like ETH. If ETH leads this rally I expect to see a quick increase in general altcoin risk appetite, especially on perp pairs. Watching closely for a guppy flip here as well.

I did not know about Kospi, until it fell 40% and caused sympathy sell off in growth names

Finally, shopped for LT Added 1 to 5 to the existing position $NBIS is 18%

We are long $CRWD, and if the liquid leader in cyber doesn’t work or hold, nothing will in tech IMO.

We do not realize how fast we ran up. I was looking at TopD - Even after giving back 35 to 60%, we are still up quite a bit from the yearly low. Look at the list below. The first column is % Gain from the low this year The second column is % retracement from the high of this year $SNDK - we are still up about 460%, giving back over 40% $AXTI and $AAOI have the biggest retracement, about 70% and 60% $NBIS - is down about 45% - This is difficult-to-beat growth story and execution The thing that stands out, The majority of the drop occurred over just 3- to 4-week period. My thesis is that big money is acting like retail, swinging and day trading.

The honest reckoning here is to admit error and make sure it doesn't happen again. But that's not going to happen, because they can't even see they live in fear.

$NVDA & $AVGO are both finding support at the 200-day SMA - often an institutional support level for algos. Holding these levels is critical for the semiconductor group. By 2029, $NVDA could generate $1T in operating profit and $AVGO $350B

Micron $MU Every stock has a character, and $MU is no different. Historically, it makes 100-200% runs, then pulls back 20-30% (or tests the 50-day SMA), consolidates for a few months, and starts the next leg higher. Perspective: - Market Cap: $1T - Operating profit (next 3 years): $500B (E) Read that again. I'm still holding my full position from the $380's.

last cycle I publicly bought the solana bottom at ~$15, it was one of the highest pnl trades of my career I think we have another chance to do it again here I'm heavily accumulating spot in the blue zone

here is me talking about our lead story this morning - about the German pension reforms - a lost opportunity to create a functioning capital market that could stem the investments that are currently not happening. eurointelligence.com

$FSLR - When an 18-year base starts moving, you pay attention. One of the largest bases in the entire market is starting to wake up. ⚡️

$MU Strong push off the 8ema. Probably nothing.