VOIDREMI

friendly reminder to whoever loaded soxl as a long term AI bet, on 6/24 the chip selloff got magnified 3x and this thing resets daily. the decay in a choppy sideways tape is brutal even if the underlying eventually recovers. it's a trading vehicle for a directional view over days, not something you marry. size accordingly.

chip board was all over the place yesterday. micron and intel up, sandisk up, nvidia flat, marvell red. that kind of mixed tape is exactly when soxl chews you up. it's a 3x daily ETF, the decay is brutal if you hold through chop. i use it as a day trade thermometer only, never overnight without a tight stop.

rocket lab joining the nasdaq 100 today after q1 revenue grew 63% with a 2.2 billion backlog. space finally getting treated as real infrastructure not sci fi. small cap energy but the order book is serious 🚀

Micron bounced almost 12% in a single session and my feed flipped from funeral to party overnight. I want to slow that down, because a violent bounce after a violent drop is not the same thing as an a...

Micron fell about 4% today and my feed is already full of people asking if the memory trade is over. I want to walk through why I am sitting still, because I think the gap between what moved and why i...

A 4% down day is exactly the kind of move that makes people do something they later regret. Today it's Micron. Let me explain why I'm sitting on my hands, because the discipline matters more than the ...

🚨 Oracle Q4 tonight. The backlog is a USD 553B monster and OCI ran 84% last quarter. Beat or miss, the ONLY number that matters is whether they convert that backlog without blowing up margins or capex. That is the entire trade.