mediocrebuysideanalyst @volisdead
equity volatility / macro portfolio manager at multistrat hedge fund/ all views my own and don’t reflect any views of an employer NYC Joined February 2022-
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Imagine if KOSPI closes green on Monday. Heads probably explode
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Someone blowing up in the post on $MRVL?
@rev_cap Yeah ok so short hyperscalers it is then
So I guess the big question I have. If cost / GW is going up, and the hyperscalers are completely willing to pay it, how much pricing power do they have on the labs/AI compute users (inc SNOW/software now). It seems like cloud going to get a lot more expensive
Guess we’re supposed to short hyperscalers again
JFC why do I do this to myself
@ChillTrades Ha it would be hilarious if the trade out of this was arm +50 again
@blondesnmoney AMD, INTC, MU, EWY, SK Hynix, Sammy all up from Friday close
On hyperliquid all the bottleneck trades are up since Friday's close, if you believe this there's a huge amount of asymmetry to short there
@ContrarianCurse Which part of the bottleneck trade? Would imagine absent a large $NVDA rally a large Microsoft rally wouldn’t really pull a lot of incremental capital from mem/cpu since there isn’t a huge overlap between short $MSFT and long $ARM/$AMD/$INTC. Really it just comes back to $NVDA.
NVDA 0d 215p from .02 to 3.70 in 9 minutes. Totally cool markets
@VolSignals This trader has made approximately 1bn on this position.
$MDB don’t think I’ve seen a post weirder than that
This is hilarious as I bought meta today
i sold my $meta LEAPS my gut says they have given up on their core platforms and now harvesting them as dying carcasses
To everyone wondering why $NVDA and $AVGO are lagging, just look at share of $NVDA eps as prop of total data center costs. Value semiconductor stock never the place to be in an upcycle
At what point will someone start making an openAI bull case on the fact that their $AMD warrants are now worth a shtton of money
$SATS feels like a v interesting situation here imo. On one hand if spaceX ipo prices high it trades at a big discount. On the other hand it’s an obvious funding vehicle if you’re long private shares and want to sell locked shares
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