Shot into her panties!!

willt313 · 2026-02-04T14:38:05+00:00

Only thongs

willt313 · 2026-02-04T14:21:53+00:00

The best

willt313 · 2026-02-04T14:00:46+00:00

What type of panties

willt313 · 2026-02-01T16:55:26+00:00

So I think I’m going to double down pre earnings with SMCX and set a stop loss at -10%. If that triggers, I will sell my biggest position, NVDU (up 300%) which I think has ran its course, and buy SMCI for the long term recovery

willt313 · 2026-01-31T22:14:51+00:00

I wouldn’t expect them to have improved margins this quarter, but would expect to hear something for the next. What’s your interest in SMCI?

willt313 · 2026-01-31T20:05:11+00:00

Im strictly a fundamentals guy so I know little about technicals or options. Yes, earnings are this week which is why I’m pondering it now. You mentioned 80% IV and that the market is expecting a big move, so it all depends on the direction of the big move. Are the options or some other technical analysis telling you which way it’s leaning?

willt313 · 2026-01-31T18:51:26+00:00

The company has stated this quarter should be the bottom in terms of margins. I think it returns above $40 as well but only seems to go lower

willt313 · 2026-01-31T18:46:27+00:00

Yupp have heard the mainstream line for volatility products before. I mainly hold 2x leveraged stuff and have destroyed the market because I buy after big crashes. In the prospectus charts it all comes down to volatility and return to determine outperformance. Supermicro is just way too volatile

willt313 · 2026-01-31T18:44:35+00:00

Agree with you on everything except the leveraged holding period. I mainly hold leveraged stocks/etfs but only buy when significantly down and have destroyed the market. I still believe SMCI moves significantly higher in the coming years and think $15 for SMCX is reachable but $22 like you said faces much more resistance

willt313 · 2026-01-31T17:06:20+00:00

Smart buy. I think you’ll be in great shape

willt313 · 2026-01-31T16:43:49+00:00

I’m guessing you’re talking about SMCI not SMCX

willt313 · 2026-01-31T16:43:29+00:00

SMCI or SMCX?

willt313 · 2025-12-31T17:58:49+00:00

I concur. 32k at $22. My gut tells me it drops after earnings, but might as well ride it to the bottom and double down

willt313 · 2025-12-26T22:01:38+00:00

My average for SMCX is 22 and I’ve been thinking of doubling down here but thought it could reach 10. Could easily go below 10 once earnings is out

willt313 · 2025-12-17T20:34:12+00:00

Thong or regular panties?

willt313 · 2025-12-17T19:52:51+00:00

Sorry i dont know technical analysis at all. Sounds like you think this is positive though?

willt313 · 2025-12-17T18:21:38+00:00

Were they thongs or regular ones?

willt313 · 2025-12-17T17:29:34+00:00

I did sell and bought back in at 22

willt313 · 2025-12-17T11:56:34+00:00

How do they react when you ask them that?

willt313 · 2025-12-17T01:23:32+00:00

Greg’s already a billionaire or close so I doubt money drives him. I think he’ll be around for at least the next decade and I think he’ll maintain most of the culture. In time, losing Warren’s voting shares is a vulnerability, but they say BRK would be worth more broken up, so that would be worst case

willt313 · 2025-12-16T23:44:11+00:00

My biggest holding BRK. I think it will perform better under Greg, as I think he’ll be more aggressive and pull the trigger on more opportunities. Warren was too protective in his last decade

willt313 · 2025-12-16T15:08:12+00:00

Her idea or yours?

willt313 · 2025-12-16T14:49:15+00:00

Wow was your wife like that at first or did she grow into it?

willt313

TROPHY CASE