Many users praise concise agreement with Ackman's view that the AI semiconductor trade is overcrowded while others dismiss the posts as AI slop or accuse the authors of stock pumping.
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@DrJStrategy @BillAckman How can you say the memory trade is over when way smarter people (Jensen, Elon, etc) have said at exhaustion that memory companies simply cannot make enough chips to supply demand? With inference & humanoid robots around the corner that will take almost 30x more memory compute
Yet the market is also the most expensive in the last 120 years as leverage has eclipsed the stratosphere.
While the current liquidity sloshes over to under owner segments, the reality is that this market is on borrowed time. The problem is Wall Street will never say “sell” only that a new opportunity has emerged. When correlations drop to 1 and it’s all risk off, there will be a scapegoat. And to wit, most will give Wall Street analysts another pass as most investors have little to no clue just how corrupt and dangerous the current markets are. Source: Bloomberg
@DrJStrategy Does Roundhill have a 3X Everything Else ETF I can buy?
@DrJStrategy It's not unusual for one sector to be dominant. Energy was the dominant sector of the S&P500 at 28% at inception and all through the 1980s, when Tech began to take over.
No cause for concern at 20%. There's always a sector that's going to be dominant. Semis are the new oil.
@BillAckman Bill do you think a rotation into more legacy areas like insurance and healthcare is coming?
@DrJStrategy Price action continues to be very bearish. The S&P500 $SPY and Nasdaq 100 $QQQ peaked early June. Heavy distribution since then.
@DrJStrategy My internal plan is as follows
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@DrJStrategy Hahaha money supply is increasing therefore stonks go up. It has nothing to do with reality
@DrJStrategy You repeated the same message multiple times in this post, is this AI slop?
@DrJStrategy @grok what are the top 10 stocks for next 12 months based on this commentary
@BillAckman Software. Let's get this bread.
@DrJStrategy @grok based on this person’s posts over the last 3 months, where is the next sector to see stock appreciations?
@DrJStrategy It feels like the Nasdaq has topped out for many months. $QQQ
@BillAckman Yeah I’m sure you’d like everyone to rotate into you shit bags. $HTZ $NKE
@DrJStrategy @grok simplify this post.
@MertCan99555117 @DrJStrategy 👇
@DrJStrategy @grok האם יש כאן המלצה פרקטית בנוגע להחלטה האם לקנות מדד שווה משקל או מדד רגיל
@DrJStrategy passive funds rebalance on schedule, not on signal.
everyone knows semis are done. but money doesn't move until index weights shift.
that lag window is the trade.
@will_patty_ @DrJStrategy @BillAckman CEO says something positive to help his company and industry. More breaking news at 11
@DrJStrategy This is the same guy who missed out on the Internet trade because he said it was a "fad" 🤣🤣🤣🤣