pull down to refresh

It’s Saturday. Another bear week but lots of Q2 earnings calls! I listed to a few! Liked what I heard!

Anything you wish to discuss about the markets drop it below!!

71 sats \ 1 reply \ @mkmloom 15 Aug

Good morning... SN, today is the Rigly #34 block party. Who’s up for participating and making history by mining a block?
1546770

Yolo'd on LITE before earnings this week and that paid off

Think I may dump ARM this week and get into some forex puts, after the Yen intervention this week I got to thinking about others like GBP and CAD

What do these countries export to prop up their currency? Almost nothing when you think about it vs. the US... they all need to buy stuff from US tech, energy, and defense companies and offer very little in return and its looking worse by the day.

If there's any multiple compression the companies they do have are really f'd. ARM seems particularly susceptible to any multiple compression in the "AI bubble" and is one RISC-V banger away from the end of the GBP.

Shorting lesser fiats is a good barbell for Bitcoin bullishness too, and multiple compression is what I see for the second half of the "AI trade" #1547371

reply

👀 never did a forex trade. I dumped my ARM share long ago

reply