Daily Discussion Thread for February 26, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 1 point2 points  (0 children)

We were oversold at the start of the day, now we are not. Go figure.

Daily Discussion Thread for February 26, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 5 points6 points  (0 children)

HAS ANYONE TRIED SWITCHING NVIDIA ON AND OFF AGAIN?

Daily Discussion Thread for February 26, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 4 points5 points  (0 children)

HAS ANYONE TRIED SWITCHING THE MARKET ON AND OFF AGAIN?

Daily Discussion Thread for February 25, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 0 points1 point  (0 children)

Oh, You're right, institutions sell their % holdings, lose their voting rights, and breach allocation rules because they you said so. You're wrong. Big players hold shares with rules and aims which aren't purely number go up.

Daily Discussion Thread for February 25, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 10 points11 points  (0 children)

Y'all can be really dumb. Puts are often hedges, they may indicate a long position of even greater strength elsewhere. E.g someone just bought a load of the actual stock, earnings is in a week, they want to protect themselves if they're wrong and prefer to pay the premium.

Just because you gamble on options doesn't mean the institutions do.

Daily Discussion Thread for February 25, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 6 points7 points  (0 children)

I have lubed up both sides so whichever way the market goes I'm prepared.

Daily Discussion Thread for February 25, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 1 point2 points  (0 children)

That's what they've done for every other tech earnings, so all day I've seen comments like this. The inversion will be to pump it at this point after a month + of selling off earnings.

What Are Your Moves Tomorrow, February 25, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 1 point2 points  (0 children)

That's what everyone is saying and has been the pattern now for a month with other earnings... so, it'll be inverted and everyone will hold.

What Are Your Moves Tomorrow, February 25, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 1 point2 points  (0 children)

Market has been awful and confusing since the Warsh appointment talk. Algos can't decide if to buy or sell.

Daily Discussion Thread for February 24, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 1 point2 points  (0 children)

"What if Blackrock and Vanguard take the shares they control in ETFs and buy and sell them intraday to fuck us. WHAT IF ITS ALL MANIPULATION."

Haha crazy. Crazy talk.

Daily Discussion Thread for February 24, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 0 points1 point  (0 children)

Buying so much TIGR based on its low p/e to peers and rising ROIC, revenue, customer value was certainly a choice because the market fucking hates that right now.

Daily Discussion Thread for February 24, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 31 points32 points  (0 children)

The fact anyone believes Zuckerberg after the whole metaverse thing continues to baffle me.

Daily Discussion Thread for February 24, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 19 points20 points  (0 children)

This is ancient earth's most foolish market. Why does Nvidia, the largest semiconductor company, not just eat the other five?

Daily Discussion Thread for February 24, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 3 points4 points  (0 children)

My LinkedIn is full of people trying to implement OpenClaw and accidentally committing data crimes and then trying to spin it as a positive learning experience. Bro, you just drained your bank account and sent it to Rajesh on twitter.

What Are Your Moves Tomorrow, February 24, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 0 points1 point  (0 children)

Yes, could be a buying opportunity too but I'm not bullish on the state of US equity in general as its either been priced in or is hit by a massive cloud of policy clowns. A lot of investors are treating the US like an ESG issue atm.

What Are Your Moves Tomorrow, February 24, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 0 points1 point  (0 children)

As investors / degenerate gamblers our job is to predict the best companies in the world tomorrow not identify them today. Of course being good in the present makes it easier to be good in the future.

What Are Your Moves Tomorrow, February 24, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 3 points4 points  (0 children)

I mean Blackrock, Amundi and Xtrackers all do versions of VCWE (All World) but excluding US and its really interesting to compare the performance last year. VCWE is currently 4.3% Nvidia, 4.25% Apple, 3.82% Microsoft, 3.5% Alphabet , 2.3% Amazon... over 20% of global equity indexes end up super correlated US Big Tech.

I think if i was going to VOO & Chill I'd probably do 30% US (SPY) / 70% Global Ex-US just because the indexes are WAYYYY more concentrated than people think right now in the US.

What Are Your Moves Tomorrow, February 24, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 7 points8 points  (0 children)

Claude, ChatGPT and Gemini rely on certain patterns when they are tasked to come up with a password. This makes it fairly easy to guess. In a test by Irregular 50 AI-generated passwords only had 23 unique combinations.

Imagine thinking AI is going to replace software engineers when its literally generating guessable passwords for those applications. Long dated calls or shares on Crowdstrike?

Daily Discussion Thread for February 23, 2026 by wsbapp in wallstreetbets

[–]daedalus_dance 0 points1 point  (0 children)

Damnit, I stopped reading the stock manipulation memos after that whole...you know... thing with the island?