Me preparing for the weekend trip to Paris

New entry in the European Dictionary 2026

Remember. This is your typical Biden/Kamala voter.

“Don’t smash it up, she’s a sister!” This shop manager protecting her business is spared by the thugs out of Muslim solidarity. Still absolutely no connection to immigration.

$CRWV Cue the #Bartsimpson. Do you see it? I definitely do

$CRWV Dang. CRWV stock holders trying to escape just like the Japanese in Tokyo when Godzilla shows up. Run for the hills!! Only up 1.86% now after being up 8% in the premarket.

Note to self: The way Wall Street is covering $CRWV is no different than how the mainstream media covered #Biden and #Kamala during their #POTUS campaigns. Extremely biased and have a lot to gain if $CRWV does well. Or they have a lot to lose if it doesn't.

Note to self: $CRWV got upgraded by the $GS analysts at 730-ish am. Pre-market stock is up 8%. As for 9:35 it has sold off and only up 3.5%. GS needs $CRWV to do well as they are underwriting other AI-companies' IPOs (like Anthropic)

France could use a little bit of this right now.

Why is the overall market so fixated on $CRWV's imminent demise? At the peak of the Dot Com bubble, $CSCO - the largest company in the world, and the $NVDA equivalent of the era - generated about 10% of its revenue from circular deals through vendor-financed startups. When those startups lost access to capital, $CSCO's revenue growth went from +66% to -30% within a few quarters, and the stock lost 80% of its value. The same story played out across the dot com supply chain, sending the Nasdaq down 80%. Today, $CRWV alone makes up roughly 8% of $NVDA GPU sales. Losing that demand is enough to nuke $NVDA's growth story all by itself. Oh, and $CRWV isn't an isolated example - every major neocloud is hemmoraghing cash and borrowing costs are going UP across the board. If you lose the neoclouds, you lose the incremental growth driver for marginal data center capacity, and the AI capex trade goes up in smoke. That's why we're seeing carnage across the entire AI supply chain, from $CAT and $GEV to $MU, $AVGO and more recently $NVDA. This is what the beginning of the end of a debt-fueled, circular-financed capex bubble looks like.

Pay attention here on why I bought a $CRWV put

Note to self: Buying $CRWV 55 puts exp 11/27. Paid between 4.15 to 4.30 depending on price (where stock was at 62.20 to 62.50) The "downside" option looks too tempting to pass up due to huge debt load. The Jensen "bounce" only lasted one trading session. No cash commitment

This car frickin flies!! $TSLA This is like James Bond type stuff! Must WATCH

Roadster x.com/i/broadcasts/1yKAPwNgg…

Note to self: Sold when $CRWV was around $61.40 (give or take a quarter) Walked away up $8300

For my records: Bought $CRWV puts when it was at the 65-ish range.

For the upset about Shane Gillis’ whore outfit joke, please allow Dave Chapelle to clarify

For my records: Sold my $ORCL 135 puts today for a $1100 gain. Exited all $ORCL put positions today.

Bankster tampdown in progress. Any excuse to take down metals lol... Rule of thumb: Fed releases data, metals dump occurs. #silver at 56.70. #gold at 4080. $GLD $SLV

CPI came in hot #gold #silver #BTC all dumping Surprisingly, tech only going sideways $GLD $SLV $BTC