YNWIM

    • YNWIMYNWIM
      ·10-30
      $Coinbase Global, Inc.(COIN)$ Many are speculating that revenue might fall short due to lower transaction volumes impacting fee income. While that could be a valid concern, let’s not forget that MMs have a knack for keeping things volatile and unpredictable. They’ll manipulate the price action if given the chance, especially around earnings or news. I’m still holding steady—long and strong—so I’m not worried about short-term swings.I’m in it for the bigger picture, and temporary setbacks don’t shake my outlook. Wishing good luck to all the longs here—stay strong, and let’s ride this out!
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    • YNWIMYNWIM
      ·10-29
      $Intel(INTC)$ $30 is a given. Just a question of when not if. Regardless, that's an easy 25-35% gains from this level. If Pat has positive things to say about IFS and 2025 outlook, could reach these levels as early as Friday morning. Downside is very limited as INTC trading below book. Unless you actually are foolish enough to believe Intel will go bankrupt.
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    • YNWIMYNWIM
      ·10-23
      $Grab Holdings(GRAB)$ GRAB breaking out. Thesis is pretty simple: it’s not just Singapore’s Uber. Look at the expansion into the Philippines. Look at projects like GxBank. Check the hiring pages. This can section off a good chunk of SE Asia as a super-app
      1.10KComment
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    • YNWIMYNWIM
      ·10-16
      $Trump Media & Technology(DJT)$ based on revenues, losses, negative growth, DJT is w worthless. TDS is not part of the equation. Because of the cash raised, DJT will not go bankrupt for 1-3 years, depending on the cash burn rate.Corruption: given its declining revenue, I see no way for DJT to make a profit going forward. Either someone has to funnel money to the company or support the stock to keep the stock from collapsing over the next 18 months. In the short run the stock price will be ruled by speculation based on the election.
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    • YNWIMYNWIM
      ·10-12
      $Broadcom(AVGO)$ I prefer to think of AVGO as a beautifully diversified melody of semiconductors, software and the cloud.I own AVGO and have enjoyed trading aggressively and frequently around our core position in AVGO because it is so volatile. Throughout the year, I have been able to aggressively trade AVGO profitably. Quite recently I added to our position at $143 and then added more at $138. Then subsequently trimmed our position above $181. It's still one of our largest holdings, and I still plan to trim more above $190 and to buy shares back if it dips below $160 again.I hold a very high level of conviction that AVGO should be owned AND also traded!
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    • YNWIMYNWIM
      ·10-11
      $Amazon.com(AMZN)$ What would happen in Jeff Bezos would sell all of his shares of Amazon for any price available (market order)?All of the current open positions would close and the stock would quickly drop significantly. But would it reach 0 $, or it would stop before? Then anybody who would like to buy at any price would instantly get their order filled. So by my logic the stock price would go to 0 $. Obviously this would be a bad idea from Jeff Bezos, but theoretically what would happen?
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    • YNWIMYNWIM
      ·10-10
      $Trump Media & Technology(DJT)$ I guess I am too much of a purest. I look for vol in the high profile names. I also believe that a meme stock moves in absence of "any real news" trades on animal spirits. I trade commodities and gold and oil trade on animal spirits. Because DJT has been a proverbial loser of a stock I have avoided the gut wrenching vol of the popular meme names. For a moment I thought that DJT might pop 5 or 10 points but there was no follow through. The truth is that most people can't admit they're wrong and are emotionally incapable of trading. Every time you make a trade you must be like a slugger at the plate. You forget about the last at bat, if you struck out, flied out or got hit by a pitch.
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    • YNWIMYNWIM
      ·10-09
      $Coinbase Global, Inc.(COIN)$ The question is - isn't it too predictable?All the big miners are dismantled even those that are weak on Wall Street. Also COIN in technical negative momentum. There are more signs neither here nor there for the long-awaited breakout of Bitcoin because we are still in a period of too much uncertainty.Maybe I'm complicating it too much with the macro when it's purely technical.
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    • YNWIMYNWIM
      ·10-08
      $Direxion Daily FTSE China Bull 3X Shares(YINN)$ for anybody looking at HSI, i agree this is a crazy rip up. But if you're short, do you really think it's gonna print 14000 before going to 33000? its around 23000 right now. Aka, if you're short right now, do you even have a stop/max pain?
      865Comment
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    • YNWIMYNWIM
      ·10-04
      $PDD Holdings Inc(PDD)$ PDD has been hit by call sweepers last week and this week. Hopefully you bought the dip. However, don't be so quick to chase now, running right into sellers zone. Better to allow it to break through resistance and retest the area. Let it prove itself.
      486Comment
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