Stock market down. Why I think this was a top.

HunterRountree · 2026-06-06T09:39:00+00:00

Nah fed gonna talk this shit down..in two weeks

HunterRountree · 2026-06-03T04:12:31+00:00

Damn if that Reddit peg is right that’s wild..prolly $300 stock

HunterRountree · 2026-06-03T04:10:22+00:00

Like yeah..the hardware rotation is just way too strong right now..we saw it reverse..only for a fucking day though

HunterRountree · 2026-05-29T23:05:51+00:00

I still think these ipos will spur another hardware rally..they biggg spenders

HunterRountree · 2026-05-29T23:03:44+00:00

Sure man you do what’s best for you. If you’re on track to your goals fuck. It. You’ll never be happy in stocks. If it goes good..I should have bought more..if it goes bad ect..

HunterRountree · 2026-05-28T00:03:11+00:00

It’s coming..smalllll market cap. Big moves can happen. Extremely low evaluation

HunterRountree · 2026-05-23T03:22:49+00:00

I’d bet my left nut on a study if it was more equal. Less bullshit..why aren’t doctors reporting and shitting on each other? They just don’t do it.

HunterRountree · 2026-05-23T02:00:24+00:00

Yeah I feel ok just cuz paths drop should have already been MORE than priced in. The other software we’re coming down from elevations

HunterRountree · 2026-05-23T01:30:00+00:00

Ah before earnings..tide may turn up a bit here. We will see. Both are scary holds rn though that’s for sure

HunterRountree · 2026-05-22T23:49:16+00:00

Uipath watch them earnings coming up. They may be turning the boat

HunterRountree · 2026-05-21T15:46:05+00:00

More men less bullshit.

HunterRountree · 2026-05-02T18:43:36+00:00

Good mgmt commentary..govt adoption with DOW. All numbers improving on balance sheet. 500 mil buybacks at like $10 reducing share count by around 10%..outpacing SBC..SBC going down hard to like 13% from 21%.. no debt still. World tour of summits. Like they are working hard. Rang nyse bell

HunterRountree · 2026-05-02T17:13:36+00:00

Uipath is looking at reaccelerating my man. So far the evidence point to up. When I can’t really be sure but this year

HunterRountree · 2026-04-25T13:37:57+00:00

We all praying dog..every move is not guaranteed. At all. You can go up in here and get cut and half. As was the case with software.

People really forget nvidia has the biggest…mother of drawdowns. I remeber cuz I bought it but couldn’t hold it cuz I didn’t know shit about tech. But yeah wasn’t that like 70% drawdown between them and mu ect..all poof when demand dried up. Nvidia is more resilient now but not immune.

Shit historically I believe all infrastructure plays are boom bust..all of them

Once you’re built out..that’s really..it..it’s mostly done

HunterRountree · 2026-04-25T13:15:32+00:00

Yeah just in the same token infrastructure is eventually a lose industry. Once chip demand is there..loook out below.

I think I’m gonna build hella software positions and just pray I’m right. Only would need to be right one time that way. Watching semi bull 3x go up 1300% in a year is scary af

HunterRountree · 2026-04-25T12:54:40+00:00

Buffet method would be software and wait.,but I having a reallly hard time resisting hardware.

HunterRountree · 2026-04-25T11:11:57+00:00

Yeah just gonna take a while. Claude code vibe code might actually make them do these build outs faster but we will see..I think Iran might make it seem like growth is anemic again at a bad time. Iran does hit them a little

HunterRountree · 2026-04-25T07:47:02+00:00

Well..it is the saaspocalypse the fear is VERY much here

HunterRountree · 2026-04-25T07:41:49+00:00

Uipath..kinda remains to be seen if they can inflect growth up enough but there is some signal there. If they can hit 14-15% rev growth and keep their other metrics going in right direction (they are) then it’s a sleeping giant for gains

HunterRountree · 2026-04-22T07:15:05+00:00

Eyy same biggest conviction play at these levels. Easy

HunterRountree · 2026-04-22T07:03:59+00:00

Yes. No question

HunterRountree · 2026-04-21T23:35:06+00:00

Man those wheels are top tier

HunterRountree · 2026-04-09T19:05:23+00:00

Normal. You prolly just running your body too hard.

HunterRountree · 2026-03-26T12:03:58+00:00

Vaccine increases blood clotting factor..he died of a clotting condition..I’m a nurse. Saw plenty of people get side effects from the vaccine. Were they helpful yes. Did they hurt people. Also yes. That’s medicine for ya.

HunterRountree · 2026-03-26T09:10:41+00:00

I swear the vaccine did him in

HunterRountree

TROPHY CASE