Swingsonly

Happy Chinese New Year! 🐎

Closed my long here. X was down and I couldn’t update live $BTC

Good morning

Anthropic rn: BIG FUMBLE

75k soon? $BTC

This space moves so fast. Love it

They say TA is useless.. Now financial models are useless.. What are they looking at then? 😆 This is a genuine question.

The 34% drawdown seems to reflect real AI concerns, but the business remains fundamentally sound. The 90% gross margins, $1.6B FCF and enterprise position is unlikely to disappear because of Gemini.

$ADSK isn't going away. The pro design software market has too much complexity, and entrenched workflow for AI to disrupt overnight. However, the rate of growth may slow as AI tools capture the low end of the market and pressure pricing for mid tier products.

68.7 did hold and give us an expansion into the pw-vwap. I'm not extremely interested in trading weekends but if we sweep and reclaim 68.7 again ill look for a long toward 75k $BTC

The 4o psychosis is real

One day you won't even need compute clusters to run Ai locally.

The mac mini wasn’t even made specifically for AI use imo. I imagine $AAPL will triple down for the AI bros and make dedicated hardware for them. I’m thinking better equivalents to the DGX spark and DGX H100 but just… ✨Apple✨

Rule 1: only entertain a woman who is ENTHUSIASTIC about being around you. That alone eliminates 80% of these small problems. If she likes you she will go for coffee.

Also don’t forget there is gold in the nuance of social dynamics. So adjust accordingly.

Need to see 68.7k hold for more upside. $BTC

To put it simply i think we range for the next 4-6 months before any moves. (HTF range being ~74k to 63k) What i refuse to do is get married to any direction. I'm just playing the extremes of value until we either break down or break up. $BTC

$BTC Full TP GGs

$BTC | TPed 50%

If DJI (the tech company) ever goes public...I'm fullporting