FinX trader tape

When $VRT to $300?

getting close to revealing the 4th worst trader of all time. This one’s been harder than expected. there are just so many to choose from make sure you have post notifications turned on, update coming soon

going to call the $TLT bottom here, the rate hike signaling yields top is in

ignore everyone calling for a market crash a 25bps hike isn't enough to stop the market. in 2022, we had 5.25%+ of rate hikes forecasted to get inflation under control. we're now forecasting maybe 1-2 more rate hikes into an oil/supply shock, but it's just cover to lower long-term yields we're likely near a top in yields, and looking for a breakout on $spy $qqq

Trading will be the single fastest growing industry over the rest of this decade. People feel like they are running out of options to change their financial situation.

$nbis with the quadruple-witching OPEX sell off at open, likely due to the "PID controller" on expiration and $crwv convertible notes news. The open has more volume than the $pltr partnership headline day 210 put wall, 220 max pain 9/18, filled both gaps today; need to get back over 221, and flip 234 for upside. Otherwise, we're stuck in this 196-217.50 range

$amzn getting closer after the month long downtrend post-earnings. if we can break over ~253.81 and hold the breakout, we'll make a move towards 257.23, 266.90, and likely a retest of 275-278 into October

$qqq wants the breakout

SOMEONE ALWAYS KNOWS Goose is cooking today

so everybody top ticked $NBIS with the screenshots this morning… classic

not a single post on the timeline about $meta having too much capex 👍 thanks for playing losers !!!

KB Securities: the allocation of AI infrastructure spend toward memory is projected to jump from 40% (2026E) to 57% (2027E). $MU $GOOGL $SNDK $META $MSFT $AMZN

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and it keeps going higher… $nbis

friend of mine finally went all in a single stock never seen him more excited in his life

$spy going for the complete fomc retracement overnight

covering my thoughts on the FOMC rate decision, $nbis price action, and public portfolio update https://youtu.be/-SQVHe3fdv4

NEW ALL IN*: FED MAINTAINS IN OCTOBER. POTENTIAL 1.8X BANGER. FedWatch odds are 50.2% maintain. Oil is dropping. Next CPI should be cooler. No reason to rate hike that aggressively. Next FOMC is 10/28, a week before midterm elections. Trump will definitely TACO by then and calm things in the Middle East. Feels like free money tbh. *in my Kalshi account (not sponsored, genuinely just having fun here and properly disclaiming).

imagine this, INFLATION is soooo BAD the FEDs HAD to raise interest rates one reason, bitcoin:native has gone up since 2009 is due to the battle against INFLATION it sounds backwards but if the FEDs had to fight INFLATION that means INFLATION was kicking their ass so bad that they had to intervene now and are trying to lower the inevitable INFLATION that is needed to keep the economy afloat BULLISH - $BTC hold above $76k and we go higher break $75.5k at a close and we see $71k No one can stop INFLATION - 97% of the dollar has lost its value in the past century and i’m suppose to believe it won’t going fwd?

My ALL IN ROTH IRA challenge is cooking Current all in is 50% $ALAB and 50% $LABX (2x leverage $ALAB) Join ATG to get all my trade alerts for this challenge in the future

It’s very tempting to buy even just a little bit of $NKE at this price…. I’ve wasted my money on a lot dumber things in my life.

Someone always knows… Our options flow system, Flow Show caught these $NVDA calls today My trading agent took this trade and is swinging through tomorrow $NVDA is currently up 0.6% in the after hours and should be higher tomorrow based on this news

WHY DIDN'T I GO ALL IN ALL IN THO

MY FIRST EVER KALSHI WIN!!!!!!!!!

making the boss call to save the entire market

$MU in purple compared to $DELL growth which i believe will follow through in the next few months / quarters for $DELL $DELL will be a $500B Market cap company and that’s a lock with a $504B market cap approx and FY28 EPS of $28.67 at an approx PE of 30x the stock would trade between $750 to $950 in other words between a 25x PE - 33x PE which from current levels is super reasonable past 10K looks strong and 10Q’s

If $SCHD keeps dropping, it may just be the obvious choice.

$spy going down, while yields pushing higher on rate hikes ... something not adding up

I told Goose to go analyze every speech from Kevin Warsh to be able to predict what he will do this time I won’t let this happen again

$DELL super strong today through the madness $800 stock in 2-3 quarters - i’m looking to enter

Does anyone remember the preliminary FOMC voting! it was 11 votes rate hike to Kevin Warsh being hung on no call - he knew then, just didn’t want to let the market know

first 20 moves fake $spy

Completely sold out of $NFLX and $META for some decent gains. I have roughly $55k in cash available to trade. Any suggestions?

$nbis finding its way back to the gap retest/high of week at 219.33. If we can reclaim last friday's weekly close at 224.58, that'd be a solid reversal and likely lead to 234+ breakout again, otherwise we're chopping for longer despite the AI slowing FUD narrative I expect $qqq's to lead the next leg higher in the market since it didn't make new highs, a rotation back into AI stocks and infrastructure

$spy with abysmal volume today. we're at least trying to get back over 760.40 previous high after bouncing from the lower end of the channel. gaps above and below, so we'll probably ping-pong on the fomc release/conference

Goose is long $NVDA going into FOMC I no longer doubt Goose’s judgement so I’m bullish too now

고객사가 먼저 돈 내고 메모리 공급 확보… 삼성 선수금 반년 만에 70% 이상 증가 Samsung, $MU, $SNDK, $SKHY 메모리 업계에서는 이제 장기 계약 체결뿐만 아니라 고객사가 선금을 지불해야 하는 상황이 되었습니다. 삼성전자(Samsung Electronics)는 선수금을 통해 다년간 공급 계약(LTA)의 구속력을 강화하고 있으며, 2026년 상반기 선수금 규모는 약 3조 2,900억 원(약 22억 3,100만 달러)으로 2025년 말 대비 70.4% 급증하여 수급 관계가 장기적으로 단단히 묶이는(Lock-in) 추세를 보이고 있습니다.

$MU $SKHY $DRAM $VRT $BE $GEV $INTC CEO on memory: "the situation will get worse from here." -AI Infra Forum, Sep. 15th. “When I said early last year that memory could become a major bottleneck, I don’t think many people realized it. It actually happened, and the situation will get worse from here.” “Capacity is also very limited. Many businesses are being delayed because they cannot get enough memory, and memory prices have risen 5 to 7 times. It is very difficult to secure memory when making mid- to low-end phones or notebooks.” “Everyone knows the power problem. Power is extremely important, just as nuclear engineers and scientists once pursued it. In some applications, architecture, how systems are driven, and connectivity have also become important in order to achieve low power.” “Another part is cooling. Besides air cooling, there are liquid cooling and microfluidic cooling, and we are investing in some of those.”

Last month I wrote about how we can build a positive and safe future for everyone: http://meta.com/thefutureisforeveryone Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens. The reality is: - People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned. There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind. - Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well. Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built. - Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators. - Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well. I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.

how long can AI margins stay over 40% - 50 %?

$nbis ~1,570 volume on 200csp's @ 53.10 = ~$31.3M of collateral / breakeven at $146.90 $53.10 / $200 = 0.266 / 275days * 365 = 35.24% annualized returns easy $$$

single handedly trying to save the entire AI basket $nbis $aaoi $nvda $soxx

Goose absolutely sniped these $AAPL puts yesterday I saw the chart and didn’t like that it entered puts but im never gonna mess with the king again

TrendForce: Supply Chain Radar Everything besides GPU is either tight or very tight in supply. $NVDA $AMD $SNDK $MU blockstack:native $WDC

Am I e/acc, or am I just irresponsibly long memory? I can't tell lol

Edgewater on $MU / $SKHY: "Anthropic expected to direct purchase ~20% of memory in CY27 & grow % in CY28, in DRAM roughly same size as NVDA." "Anthropic and OpenAI are expected to start buying direct in CY27 – Anthropic is claiming 40-50B 1Gb demand next year with ~20% bought direct. The balance would be from OEM, CPU/GPU, neocloud partners, but the volume and % direct should grow in CY28+."

at kbbq eating meat and thinking about my next full port trade

fintwit be like $meta at 550: bad stock, too much capex $meta at 650: whoa, muse usage blows expectations yeah, no shit

small positions aren’t worth the distraction you waste time and energy thinking about a few percent of your portfolio full port positions only

hmm... $FIG is the least favorite. ... which could mean it's a good time to buy. maybe i'll wait a bit and see

Bought 50 shares of $NOW July 16th, sold today for a 33% gain.

Anyone still holding $SPCX?

wow, we're at 5.5K followers now thank you all for joining along! it'll be a fun journey of high stakes gambling on markets what stock should i all in next?

Today’s buys: $AEP $VST $CEG

Energy plays for data center energy demand: $CEG $VST $AEP $WMB I already own a lot of $WMB, I plan on adding the others.

The world isn’t short on energy demand. It’s short on electricity, and data centers are demanding even more. The energy sector isn’t dead

past week update $$ sometimes all you need is just one trade. don’t gotta be trading everyday follow me for the next full port trade 📈

Today is a good day to add $TSLA and $NFLX if they are on your radar. I did.

so ur telling me out of ALL the CEOs who've had their stock tokenized. only the $AMC CEO is upset ?? lol. as if their stock is worth anything to begin with obviously staged. good for the memes

Completely sold my $NOW, $ADBE, and $ORCL positions on June 3rd, while there was some profit left to have. I had $5k invested in each.

Is $BTC dead? I’m tempted to buy some