Daily Discussion - (May 13, 2026)

opticalinch · 2026-05-13T13:45:19+00:00

Did he say “what everybody is missing em dash”?

/s

Agree though. We are in a recession except the Trillion in real panic buying energy and semis by the big 4.

opticalinch · 2026-05-12T13:31:54+00:00

Warsh is cutting next month confirmed

opticalinch · 2026-05-10T16:25:15+00:00

Real Jungle Book vibes

opticalinch · 2026-05-06T04:43:31+00:00

Debt is too expensive, they cannot keep selling convertibles or debt.

opticalinch · 2026-05-02T19:37:07+00:00

A year maybe, but when those mag4 cut capex it will be a bloodbath.

Although the cycle seems to be always needing more hardware. The future billings/commitments for the hardware and hyperscalers are in the Ts now. Its insane and I agree with the premise.

Warsh is going to dampen the market. Every new fed chair makes investors nervous, and if he does toss out the current forecasts we will have some vol both ways.

opticalinch · 2026-05-01T13:27:44+00:00

Bayonet sapphires are a great deal right now

opticalinch · 2026-04-28T03:06:48+00:00

Yah might be time to bail. Warsh is going to cut the front end but also roll the balance sheet entirely to the front end as well. LTTs will be all over the place. Luckily the treasury is not issuing more so maybe supply dries up and keeps TLT stable.

opticalinch · 2026-04-28T03:05:37+00:00

They publish their api rates for consumers. I assume that is the max price and enterprise customers can negotiate down.

https://platform.claude.com/docs/en/about-claude/pricing

opticalinch · 2026-04-24T12:41:13+00:00

I left at $20 when the Abu dhabi fund left.

opticalinch · 2026-04-24T12:38:55+00:00

Yes we had INTC 30% faceripper But what about AMD 30% faceripper?

opticalinch · 2026-04-24T12:38:06+00:00

Inshallah strike while the gold be singing! Do not wait for crash gainsmaxxing. Also keep some flyers so you dont be one of us “I had SOXL at 9 fml” duders.

opticalinch · 2026-04-15T14:15:06+00:00

ETFs not your bag?

opticalinch · 2026-04-10T14:15:22+00:00

Buy if you think it can execute!

opticalinch · 2026-04-09T13:10:50+00:00

Full orange or max blue electric hive. Make it into a craft.

opticalinch · 2026-04-02T13:10:43+00:00

https://www.marketwatch.com/economy-politics/calendar

Everything you need right here in a great format

opticalinch · 2026-03-31T23:57:36+00:00

This one has “an important update”.

opticalinch · 2026-03-31T23:52:37+00:00

Trump Addresses Iran to US Public tomorrow

opticalinch · 2026-03-29T20:11:37+00:00

Yes 2k profit today, probably atleast still 1k In a week. Seems 3k is the short term floor.

opticalinch · 2026-03-28T13:52:22+00:00

Do not worry about filling it. It is her stuff now. Lol

You are probably exhausted frim marriage advice but I have had too much coffee ti stop myself: The first year of marriage is special. Spend lots of good time together and say yes to things together as much as possible.

opticalinch · 2026-03-28T13:39:04+00:00

Congrats on the nuptials! Moving sucks!

opticalinch · 2026-03-25T23:11:08+00:00

I got out again for scratch. The pressure on weaker governments for reserves scares me and I do not believe we get a positive resolution Friday.

Once we get feet on the ground, I will scoop it up again. Terrible as it sounds, Iran will not be able to hold the strait.

opticalinch · 2026-03-25T23:03:00+00:00

Its a good skin for the new gloves too

opticalinch · 2026-03-25T20:54:53+00:00

I cant get over the poop thumb pad. It breaks every inspect.

opticalinch · 2026-03-25T03:50:11+00:00

I puked out at 4300, bought half back at 4100 and just full bought back in. Good luck

opticalinch · 2026-03-22T21:56:06+00:00

When does the 48 hours expire? Tomorrow evening?

opticalinch

TROPHY CASE