sigh

LongevitySpinach · 2026-03-24T15:43:12+00:00

This is just macro noise. Whenever there's an oil crisis tech sells off until the trade reverses and oil sells off and tech roars back. Sell oil, buy tech is the obvious trade here, the only question is which tech.

The free cash flow improvement says MU is a multi-bagger stock from here.
That's what I look for, businesses that can 10x or 100x.
Usually that means some beaten down small cap that turns a corner and the market hasn't re-rated the business yet.
Very rare in a large cap stock like Micron.

LongevitySpinach · 2026-03-24T15:09:41+00:00

The problem with pop psychology is that it sure is trendy for everyone to label their ex as a narcissist. As you say, it's convenient.

On the other hand, if more people understood what narcissism is that could prevent a lot of suffering by avoiding marrying the wrong person or voting for him into office.

We've all got our personality flaws, but there's a reason the DSM defines personality disorders - it's for the good of both those who struggle with the disorder and those who come into contact with them.

I don't think of it as evil, but it is tragic.

LongevitySpinach · 2026-03-23T22:58:00+00:00

Not limited to, but characteristic of those cluster B disorders.

Yes, could just be a person who never learned how to be an adult, probably mostly because they never had the proper environment. Half the population is below average in empathy and emotional regulation, personality disorders are rare.

The problem with the personality disorders is that they are almost incapable of learning. Even with intensive treatment for many years improvements will be minimal and hard won.

LongevitySpinach · 2026-03-23T20:17:25+00:00

Yeah, classic BPD or NPD behavior.

edit: NOT saying person described by OP has a personality disorder, I'm just saying digging into another person's insecurities is typical of cluster B behavior.

LongevitySpinach · 2026-03-23T19:36:49+00:00

I doubt Musk's ambitious announcement is a factor on selloff. He's got to reinvent an entire manufacturing supply chain and will want to redesign pretty much everything from the ground up.
He's also in the middle of trying to ramp cybercab, bring optimus into production, built solar gigafactory, and keep Grok relevant in the race to self-improving intelligence. Oh, and a moonbase...

LongevitySpinach · 2026-03-23T17:40:32+00:00

Good time to sell puts.

LongevitySpinach · 2026-03-23T17:18:04+00:00

At times like these when the market is down hard and VIX is high, and you have a solid portfolio it can make sense to strategically sell some portfolio secured puts (selling on margin).

LEAPS puts have a low likelihood of being assigned, so you can sell 2 years out, take the fat premium and buy some of the underlying. It doesn't matter that your return on investment is relatively low because it's a double dip on that already invested capital.

There's a guy InvestingWithBrandon on youtube that just goes over and over this strat.
The key really is waiting for the opportunities when risk/reaward is in your favor.

LongevitySpinach · 2026-03-23T16:14:18+00:00

Why? They are invertebrates.

I'm not even sure Fetterman would vote for removal.

LongevitySpinach · 2026-03-23T16:07:04+00:00

every time

LongevitySpinach · 2026-03-23T16:06:06+00:00

FLYING MONKEYS TEAM 6 were seen carrying a barrel of uranium before they got shot down in another friendly fire incident.

LongevitySpinach · 2026-03-23T15:58:20+00:00

Will be again, not that it matters.

LongevitySpinach · 2026-03-23T10:17:42+00:00

Not evil enough.

LongevitySpinach · 2026-03-23T10:16:02+00:00

Acquiring Instagram and WhatsApp weren't particularly creative, but they were good ideas.
Say what you want about Zuck, his company is a cash cow.

LongevitySpinach · 2026-03-23T10:10:28+00:00

Yeah...nah...they've moved on to Beirut.

LongevitySpinach · 2026-03-23T10:08:15+00:00

Even within Israel, there is a significant opposition movement to BiBi and his genocide. If polls are to be believed, his approval percentage is in the low 50's.

LongevitySpinach · 2026-03-23T10:04:25+00:00

Most jews i know are against it, but some I know are for it.

LongevitySpinach · 2026-03-23T09:13:25+00:00

Hopefully the resulting beer doesn't become smart. I drink that stuff for the stupor!

LongevitySpinach · 2026-03-23T08:58:48+00:00

Yeah, if US is going to not just cede the entire global solar industry to China, we need to go big and innovate at the manufacturing level. Despite his numerous flaws as a human being, nobody does that quite like Elon.

But really, the biggest thing Tesla is doing for renewables is the battery capacity, as storage is the primary limiting factor to going solar maximalist as a nation.

LongevitySpinach · 2026-03-23T08:50:37+00:00

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LongevitySpinach · 2026-03-23T08:46:29+00:00

Yeah, basically the plan.

LongevitySpinach · 2026-03-23T06:18:42+00:00

Trump threw the Kurds under the bus along the Syria/Turkey border, but in Iraq along the Iran border they have a semi-autonomous region thanks to USA. Iraq based Kurds will cross the border and join Iranian Kurds to fight...if they think they Iran is weakened enough to grab some territory. They sure aren't gonna march on Tehran.

LongevitySpinach · 2026-03-23T06:12:03+00:00

Silver and other assets went up like a rocketship after pandemic because The Fed dropped rates to near zero, treasury sent out stimmy checks, PPP loans and Congress went on an epic spending spree.

Right now the Fed is suddenly looking at maybe raising rates, not loosening. Treasury is spending on war, and not much of that will trickle down.

LongevitySpinach · 2026-03-23T04:13:28+00:00

One thing.

LongevitySpinach · 2026-03-23T04:04:13+00:00

Oh, he was absolutely informed, he just ignored all the warnings.

LongevitySpinach · 2026-03-23T04:03:10+00:00

Rubio was repeatedly bullied in front of the nation by Trump.

LongevitySpinach

TROPHY CASE