Nate
@Natan_benish
Co-founder @longdotxyz /@joinlong_
Real world markets.
NFA
加入 May 2019
2.8K 正在關注 28.3K 粉絲
NVDA hit ATH after this massive shakeout.
Spot the pattern.
The answer is always LONG.
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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