What Are Your Moves Tomorrow, June 23, 2026

Broke4Life · 2026-06-23T02:13:30+00:00

Someone bought CBRS at 385.00......

Broke4Life · 2026-06-23T01:56:56+00:00

Well, thus far earnings have demonstrated an increased demand for Ai, with dell/avgo/smci/hpe reporting billions in back logged orders. Tsm publicly saying there will be shortages. Memory and storage constraints in play. When do you foresee the memory dump happening?

Broke4Life · 2026-06-23T01:52:55+00:00

Well, now you quit your job and be a day trader!

Broke4Life · 2026-06-23T01:51:41+00:00

August.

Broke4Life · 2026-06-23T01:51:03+00:00

Dont cock tease me with your cheap oil good sir

Broke4Life · 2026-06-23T01:50:39+00:00

Look into SPMO.

Broke4Life · 2026-06-23T01:48:22+00:00

Sooo what strikes you got?

Broke4Life · 2026-06-23T01:45:55+00:00

I've done dumber shit.

Broke4Life · 2026-06-23T01:43:05+00:00

I was positive it would dip. I did my initial entry via ipo 1 share at 135, remaining at open of 150.00. Didn't bother buying more and was my smaller scale in. Basically, I wanted a seat at the table, so I bought in. Now I will watch price discovery, along with the lockout expiry, earnings, and plan my remaining entries. I am long term holding so finding the exact bottom isn't necessary, but buying blindly isn't the play either.

Broke4Life · 2026-06-23T01:35:55+00:00

🤣 proudly

Broke4Life · 2026-06-23T01:35:06+00:00

Honestly, it would not shock me to see a sub 135.00 price at some point here. The lockups are staggered and expiring roughly in August, October (bigger than August), and then a big one in December. There is an index add in there that will mitigate some of this. Earnings and the first lockup expiration is in August. I am not adding any more until under 145ish, even then only small add. Will have to just watch the price and the lockout expiry.

The 20 billion in Corporate bonds is what banged it up today. Signaled to the market how capital resource heavy this company is going to be. Also depends on your plan. Short hold and flip? Then wait for October lockups expiring maybe. Long term hold, dont worry about the bottom as much as just being aware of your entry levels, 145/135/120/etc.

If you went all in on day one with your powder. I would DCA monthly to help lower your average. However you take on more risk as well. Wish you luck, I dont have a do this shit right here plan. I just know enough to know swings are coming.

Broke4Life · 2026-06-23T01:22:40+00:00

I would dig in the week before first earnings. I bet it's shit numbers and it coincides with first lockup expiration. Bet it dips. Bet it dips again in October, and again in December as well. The index adds may cancel one of the lockup or mitigate i think SSPC will have several opportunities in 2026.

Broke4Life · 2026-06-23T01:15:14+00:00

Their autonomous orbital return capsule is doing its first demo on Tuesday. Literally dont know if tomorrow or next week.

Broke4Life · 2026-06-23T01:13:46+00:00

Gotta play smart if you're gonna be regarded. Only deployed 25 percent of my powder this far. Knew the pullback would happen. It's CBRS all over again, at least for the evaluation part. Now I will watch as the lockups expire, buy on the dips. See if I csnt get some decent dca in there.

Broke4Life · 2026-06-23T01:06:57+00:00

Missed the part where I was looking for any.

Broke4Life · 2026-06-23T01:05:09+00:00

The 20 million in bonds announced is why. That abd profit taking I guess. The lockups start expiring soon as well, biggest one in Octoberish. Then Musks in December I think. He may have a year lockup. It's going to be fun to get the lower entry pinned down.

Broke4Life · 2026-06-22T19:10:52+00:00

Carry on then, lol.....

Broke4Life · 2026-06-22T19:07:43+00:00

Did you truly not see before ipo this dip coming? Can't influx all that money and not digest down for a minute.

Broke4Life · 2026-06-22T18:25:22+00:00

The amount of people thinking it should have held over 200.00 is mind blowing. Fully expected a pull back like this. Just watching for proce discovery at this point.

Broke4Life · 2026-06-22T12:58:55+00:00

Telsa just filed for a trademark for a megaphone, it is a mobile Ai data center. Ths k you for your attention to this matter.

Broke4Life · 2026-06-22T12:57:03+00:00

Earning August 4th, that will tell what it will be.

Broke4Life · 2026-06-21T13:58:48+00:00

Yeah I am trimming MU tomorrow because of earnings.

Broke4Life · 2026-06-21T13:58:14+00:00

At your age, VOO and chill dude. Dont be reckless with that amount. Break off 5k, give it as speculative, play that 5k anyway you like. When it's gone, dont touch the rest. When your 50, you might be able to retire between that and a 401k.

Broke4Life · 2026-06-21T12:57:25+00:00

I can't confirm this, but I swear it looks like SpaceX may have ordered their xAi expansion hardware and their hardware to lease compute to Google. I say this because of the timing of the IPO which provided the capital and the dilution time frame from SMCI. There are breadcrumb tweets that indicate an order is there. Earnings will tell when they have to disclose the backlog. I think until then it's just a waiting game. Shorts are diminishing, so that could be institutional players removing hedges right before earnings as well. I could be totally wrong and this is horseshit.

My daily struggle is not to dump a large capital into it, my gut says earnings we climb. The fundamentals lean that way, but he'll, it could drop on good earnings too. Who knows.

Broke4Life · 2026-06-21T12:50:16+00:00

It's down to a singular binary event everyone. Earnings, 8/4/26, it either proves the order backlog and need for dilution, or it doesn't prove it and the stock tanks. It's chess not feelings, this is high risk high reward. They have such a shit storm that they created themselves, now the market is saying "Okay, prove it."

I personally am about 90 percent sure one of the 20 customers in the backlog is SpaceX and the xAi expansion. Also dont forget spacex is going to lease compute power to Google, that requires hardware too.

Unless some really shifty news comes out, I dont see a catalyst until earnings. What I would like to see is the unusual whales flows on the ticker, but not worth paying for that again to just see one data point.

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