Negative Alpha(@NegativeAlp):Feels like oil and rates matter more than anything else right now. If both were down today, think everything would be getting bought (even the AI complex). Could begin to see a new AI trade emerging under the surface, don't think we are not building DCs anymore just feels peak fear so probs a good time to buy longs

Negative Alpha

@NegativeAlp

Current L/S Analyst and Head of Macro - in the arena, trying things. Former Murray Bro. Not investment advice, just vibes. #RIPBroJs#

加入 November 2021

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Negative Alpha@NegativeAlp

2026.09.14 14:46

Feels like oil and rates matter more than anything else right now. If both were down today, think everything would be getting bought (even the AI complex). Could begin to see a new AI trade emerging under the surface, don't think we are not building DCs anymore just feels peak fear so probs a good time to buy longs