@RoyLMattox Yet again the thesis changes. Now you are adding the positions you just claimed you were going to short just 2 days ago. Emotional investing at its finest. 🤮
@leadlagreport Important disclaimer: All of this guys funds have extremely high expense ratios, one is even 1.87% annually for subpar returns, 99 percentile rank on the 3 year. Here he’s saying housing market is bullish after a housing crash, how insightful 😂
@saxena_puru Curious to know why you think Semi’s are over-extended when the fundamentals of the entire semiconductor industry continues to accelerate into 2028. Is margin expansion not bullish? Especially when demand is way outpacing supply at the moment according to literally every CEO.
@Bennyfranklin@RoyLMattox Uncle Sam doesn’t care about how the stocks were sold. Still creates a short term tax implication even if he’s “protecting gains”. Hard to then reiterate that he’s bullish if his stops are so close to his entries. The thesis changes with every post.
@OpulentVocation Someone explain how this is even remotely close to the dot come bubble? Earnings and profitability accelerating, price follows. That simple
@RoyLMattox I’m always so impressed how quickly you change your investment thesis from bull to bear, emotional trader it seems. Getting out on a 1% down day when you missed a majority of the most historic rally on record
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