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degen trading
22 сент., 17:15
will drop some PRL alpha on terminaldegen trading
22 сент., 14:14
переслано из @gambit_onchain
degen trading
22 сент., 14:10
Also if you noticed - i have $SOXL and $TQQQ now as well. Why these? Its because the market correlations are getting lower, dispersion is much higher. Hence we saw it yesterday with the CPU pump while memory dumped - hence the reason why i made the rotation into $SNDK - which i said before in my note would be a beneficiary of the agentic meta. $SOXL and $TQQQ because they are a levered basket of stocks would do better than a 3X on the average individual name of the basket. The price path matters greatly for a levered ETF because of volatility drag, however in this case the low correlation helps a ton.degen trading
22 сент., 13:47
loracle top short on SNDKdegen trading
22 сент., 13:47
1,030Открыть в Telegramdegen trading
22 сент., 13:45
переслано из @gambit_alerts
⚠️ XYZ:SNDK · POSITION AT RISK · Short $3.71M · 0.5% away ($1,897.7357) · View on Gambitdegen trading
22 сент., 13:35
- cont 22 Sep 26 - This was posted on Gambit Terminal chat room firstOn crypto specifically, i mentioned how i TPed on $ZEC. I think alot of the initial movers will be consolidating after their first move. Some will have another move but for some, it is probably quite done. AI remains the strongest theme thus far. I think $TAO has further legs to go until 380s before taking a breather.For $DOGE and $PEPE, the next zones i see are 0.12 and 0.0007 ($1000PEPE). Next, on $META's new release there is a shit coin called $MUSEBOOK. I bought this around 7m mcap seeing some potential, it has repriced to 21m thus far. I have TPed half of my stash but i expect this to continue moving up.Onchain remains very much like VC investing. The interesting part of this puzzle is that the tech playing field has been evened out greatly and we can see alot more promising projects. I also dont think thatdegen trading
22 сент., 06:40
Pre Market Thoughts - 22 Sep 26What a day yesterday! Semis repriced across the board with the CPU theme leading strongly while notably memory was lacklustre. For a tactical trade, i have sold out of the CPU stocks into $SNDK. SPX was up 1.5% yesterday, with Tech up 2.7% while energy was the biggest underperformer at -2.9% (https://terminal.gambit.zone/radar)Asia markets followed the tone in SPX with a strong open in $NKY and $KOSPI. The upthrust in $KOSPI however was slowly faded.The talk of the town was $META which repriced 11.4% upwards on MUSE adoption. Muse was the #1 downloaded app in the app store as well. For many consumers Muse seemed to be a breakthrough app for them, with them raving about how the agent managed to get refunds for them. Nothing about the agentic workflow was new to people in the semis trade, however this is the first time many of the retail crowddegen trading
21 сент., 17:41
rotated out of CPU meta into $SNDKdegen trading
21 сент., 15:49
https://x.com/degentradingLSD/status/2102062553325326470X (formerly Twitter)degentrading (@degentradingLSD) on X@wassielawyer the guy is probably right that im a retard for doing all these things for free tbh.degen trading
21 сент., 15:43
https://x.com/degentradingLSD/status/2102061050841722990X (formerly Twitter)degentrading (@degentradingLSD) on Xdealing with mentally ill people for zero personal upside is what i do on a daily basis.degen trading
21 сент., 15:21
- cont - second half of the write upOn compute deals - i think the market is not pricing in current economics. First lets talk about the scale. Anthropic has committed to 517B through 2029, OAI has committed to 856B through 2030....there are frankly not enough data centers or those even planned for these rates. Next, there is definitely a slow down in new DC permissions. Which will slow down new builds even more. All of this creates a potent cocktail for a neocloud repricing.Where are the catalyst however? There are 2 in my mind. First of all is the Anthropic S1 dropping. This will show that the economics of inference to be extremely good and for people to stop thinking that this entire capex spend is a waste of money. Secondly, GS actually showed a video on Instagram about their Co head of FICC saying that Neoclouds are the asymmetric bet... Think about that. Tradfi is finallydegen trading
21 сент., 15:17
anyways - imma take some profiterinos on some swing/trading positions - i recognize when i get euphoric.degen trading
21 сент., 15:17
degen trading
21 сент., 15:16
https://x.com/degentradingLSD/status/2102054405357138068X (formerly Twitter)degentrading (@degentradingLSD) on XSince my post on the CPU meta - $INTC /$AMD / $ARM has gone up ~ 10% - did you listen anondegen trading
21 сент., 15:08
переслано из @gambit_alerts
🟢 CORE:BTC · LIQUIDATION · Short $324.95K at $86,360.701 · View on Gambit1,000Открыть в Telegramdegen trading
21 сент., 15:02
https://x.com/degentradingLSD/status/2102050873031692623X (formerly Twitter)degentrading (@degentradingLSD) on XWhat i talked about - $TAO repricing (250s) $DOGE and $PEPE to move. Gambit is entirely free.1,070Открыть в Telegramdegen trading
21 сент., 14:44
btw Gambit is ENTIRELY free.degen trading
21 сент., 14:43
chatting about tickers in private roomdegen trading
21 сент., 14:16
https://x.com/degentradingLSD/status/2101359798000513038X (formerly Twitter)degentrading (@degentradingLSD) on XThe cloud revenues from all the capex that the hyperscalers did will also finally start to show up in earnings over the next 2 quarters. $META1,200Открыть в Telegram
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