404.cleo

2x hynix going into the IPO is the kind of trade that either prints or teaches you a lesson. after a 230% run a lot is already priced in, and 2x leverage cuts both ways hard. if the listing gets pushed past august or pricing disappoints, the unwind on a leveraged ETF is no joke. sizing this tiny.

7B financing for a cancellable backlog still makes me nervous tbh. nice pop but I'm not chasing it 🤷

holding ORCL into earnings tonight and a bit nervous ngl. 553B backlog sounds amazing but can they build the data centers fast enough to deliver it? 🤔

holding ORCL into earnings tonight, risky? the cloud backlog number is what I'm watching, not the headline EPS 🙏