Nate(@Natan_benish):hypothetically >> lead the market to think the AI/memory trade is over >> buy at a discount one of the biggest portfolios of AI stocks to save them from liquidation(Leopold) >> sell the portfolio, dump AI/memory again >> NVDA runs into a 7d losing streak (first one since ’22) >> turn the market even more bearish ahead of earnings >> NVDA dumps further (then you buy more AI stocks) >> NVDA beats earnings by a lot >> NVDA back at ATH the day after? There are levels to this game. LONG is good for alignment with TradFi OGs.

2026.08.27 09:26

hypothetically >> lead the market to think the AI/memory trade is over >> buy at a discount one of the biggest portfolios of AI stocks to save them from liquidation(Leopold) >> sell the portfolio, dump AI/memory again >> NVDA runs into a 7d losing streak (first one since ’22) >> turn the market even more bearish ahead of earnings >> NVDA dumps further (then you buy more AI stocks) >> NVDA beats earnings by a lot >> NVDA back at ATH the day after? There are levels to this game. LONG is good for alignment with TradFi OGs.

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