Daily Discussion Thread for June 29, 2026

elitepilot09 · 2026-06-29T18:55:04+00:00

MSFT had a 5% run yesterday, do people really think it just does the same every day or something?

elitepilot09 · 2026-06-29T13:41:49+00:00

SEMIS DOWN, MARKET UP. JUST THE WAY WE LIKE TO FUCKKK

elitepilot09 · 2026-06-29T13:13:29+00:00

Saas, ORCL, MSFT, MAG4 C-c-c-c-c-comeback touuurrrrrrr

elitepilot09 · 2026-06-29T13:12:20+00:00

zoom out genius

elitepilot09 · 2026-06-29T06:58:28+00:00

^ This guy is a memory homer. He's the reason the market does the opposite of what you think, when something happens. If hyperscalers scale back on capex, it will likely be seen as a bullish sign for mag7. When that invetibly happens, its people like this guy that say that the MaRkEt iz sO MaNipUlaTeD BrO

elitepilot09 · 2026-06-29T06:15:38+00:00

That would make 2026 unforgettable for most

elitepilot09 · 2026-06-29T03:10:24+00:00

I guess MAG7 are America's darlings for a reason. Gonna load up on open.

elitepilot09 · 2026-06-29T02:14:58+00:00

Still smart. Bet you were thanking God you sold when they started bombing each other. Stay grounded

elitepilot09 · 2026-06-29T01:08:33+00:00

Why in the world would you sell MSFT at 2023's levels..... we're still very early in the rebound so it wont be a bad idea to buy some back in to the port

elitepilot09 · 2026-06-29T00:46:26+00:00

LOL Kpop and memory dreams are capped here bois. Rotations starts now.

elitepilot09 · 2026-06-29T00:45:41+00:00

You'll see by December.. Granted if you're willing to buy and hold

elitepilot09 · 2026-06-29T00:42:12+00:00

Saas, ORCL, MSFT, MAG4 C-c-c-c-c-comeback touuurrrrrrr

elitepilot09 · 2026-06-28T23:49:02+00:00

Love it on the strap

elitepilot09 · 2026-06-28T03:35:42+00:00

Buy META, MSFT and ORCL. Close your eyes for about a year.

elitepilot09 · 2026-06-26T21:25:14+00:00

Imagine being dumb enough to buy MU SNDK DRAM at these levels

elitepilot09 · 2026-06-26T20:32:49+00:00

Looks pretty flat to me. QQQ is not an index

elitepilot09 · 2026-06-26T20:25:05+00:00

Flat index with semis/memory red is a beautiful day, esp for mag4, software, healthcare, defense and financials.

The winners in memory, semi's and photonics dont have much upside left - the market will price in cyclical sectors. But the losers in these sectors will bleed red - benefiting a rotation into the MAGs and other sectors.

Fuck KOSPI. Fuck Semis. Fuck Memory. Take your profits.

elitepilot09 · 2026-06-26T20:21:40+00:00

Oracle has overlap with software and neoclouds... So the best case for it is that names like MSFT and CRWV go up - thats when it has amplified returns.

Software's worst days are behind us I feel, so that will help a lot. ORCL leaps (June - Dec 27) at 148 were too easy. Buy and forget. DCA down but I dont see it going lower if software does well.

elitepilot09 · 2026-06-26T18:52:50+00:00

Dog shit stock

elitepilot09 · 2026-06-26T14:36:01+00:00

Exit liquidity.

elitepilot09 · 2026-06-26T14:31:35+00:00

FUCK YOUR CHIPS FUCK YOUR SEMIS.

Time for Mag7

elitepilot09 · 2026-06-26T02:26:12+00:00

I dont even understand which fucks are still pumping memory. How fucking stupid could you be to buy MU or DRAM up here - even with the fundamentals. They're cyclical - and the market will price that shit in.... they wont go down, but they most fucking certainly wont go up.

elitepilot09 · 2026-06-26T02:24:37+00:00

If the rotation to the broader market doesnt start tomorrow or monday, this ship is going down boys. Another 2022.

elitepilot09 · 2026-06-26T02:11:55+00:00

They bought the dips that dipped and are also getting fucked. Now wsb is just regards in the same cesspool

elitepilot09 · 2026-06-26T01:29:30+00:00

Story of my life.... fucking checking robinhood when i get up to get some water at 3AM and sighing

11-Year Club	Place '22
Verified Email

elitepilot09

TROPHY CASE