55% of the S&P is held up by the Magnificent Seven. That's something to think about. They're starting to lose influence and early adopters are switching to SLM's, instead of LLM's, which are easier to integrate in their systems and in phones. And the chips and servers they invest in have a smaller lifespan than the investments companies made during the dotcom era. There are also other things to consider, but the point is that a lot of investments are being made, while revenue remains very low. That in combination with the market share they are about to lose, will make the stocks go down eventually. The only good thing is that the Magnificent Seven uses their own money to make these investments, rather than taking loans. So if the whole thing comes down, at least the banks are safe. Investors not so.

---

0 dte options cause I refuse to believe spy will set a multi year low range for the day.

---

I wanted to post about it, but the mods keep deleting it. When I asked them about it, they said that my post is shitty and then muted me for 30 days. Everyone keeps talking about how interest rate cuts will make stocks go up, but barely anyone seems to realise that the opposite might happen and that a lot of money will move from stocks to bonds. Treasury bonds are really attractive to banks at this high yield. When interest rate cuts happen, the gap between interest paid on loans and interest received on bonds will only widen. And interests paid on loans will still remain high because otherwise less people will deposit their money at a bank, which is quite a problem. Sure, bond yields are currently going down because of the expectation of a cut, but they will always remain high. No one trusts the government enough to give them money at a low yield. The same goes for corporate bonds. A lower fed funds rate does not guarantee lower interest rates for corporates. The bank doesn't decide how much interest is paid on these bonds. Investors do. The only thing banks want to do is lending money to businesses and then sell it off to investors. Investors dictate these yields. If they don't trust corporate bonds in this economic climate, they will still require higher yields, no matter the rate cut(s). This is a huge difference from when QE was introduced more than 10 years ago and when government yields dropped significantly with interest rate cuts. Then banks had to make risky loans to businesses and invest in riskier stocks because the government yields were so low. We're not in that same environment. Are we deliberately ignoring this fact or don't we know better. I know many people will make the joke 'we don't know better'. But seriously.

---

Open 9/11 high 9.11 now low

---

I think 657.5 is as low as we go, but I’m still down 50%. Hold it is.

---

So what breaks this bull run. I’m talking damn QQQ up ~5% this month from the low on the 2nd

---

We e had enough ATH this week, let’s shoot for weekly low now please

---

Bought back ORCL around 294.1, lower-low with negative divergence.

---

hell ya! get that money. I am waiting to see 8.50 before I buy more calls. somewheres around there. maybe it doesn't go that low, and i miss. oh well

---

I might enter KLAR in the low $30s

---