Here’s Your Shopping List — You Ungrateful Malcontents

We’re only buy tech stocks — because those are the nerds who make us the most money. OilFAGS get beat down 8 months out of 12. Anyone who’d like to argue against that fact can go fuck themselves.

I don’t give a shit about futures or the fact that XYZ is already up 5,000% over the past 3 years — it’s going higher.

Here’s a simple enough screen for you Simons that displays the best tech stocks over the past month and the one’s that suffered the largest drawdowns today. What we want to do is watch them for upside reversals — get in — and then get the fuck out.

SAAS stocks are preferred, because it’s the Bernie Madoff of business — literally bullet proof. These companies didn’t slow down during the financial crisis; why would they slow down now? They’re using big data to drive sales inside high tech boiler rooms. Companies like HUBS, CRM, NEWR, and ZEN are making it easier to analyze and parse data for businesses to A/B test their ways into predictive and repeating streams of revenues that cannot be stopped — just like me.

Bet against me, fuck around, end up losing your house, wife, and kids.

It would be nice to take the day off from winning. The saltiness of loss and is a flavor worth tasting, in order to truly enjoy the sweet taste of success. But I sacrifice for you, the unwashed reader pleb, winning — day in and day out — because I am selfless in that regard.

Case in point, early this morning I stepped in and bought some Shitspotter (SSTI) in the $33s and now it’s in the $36s and heading higher. Most of the high beta stocks are diving lower today. My Bubble Basket is off by 2% and many a high beta name is off by 4%, including my ZEN.

But I also have a position in PS and it’s bucking today’s trend and pressing higher. All in all, my losses are minimal — thanks to my smart positions.

The only sectors working today are in oil. If you’re trading high beta stocks — you’re not enjoying life right now. But have faith in knowing that losses in high growth areas of the market are temporary phenomenons, likely to dissipate within a day or two.

Find your favorite stocks. Put them on a watchlist. Buy them.

I bought SSTI here because of the MUH chart. Open air running here, nothing but net.

Gonna slide for a few. Top picks into another rally infused mood: CBLK, PS, PVTL and MDB for a late day upside reversal.

Good morning lads,

It looks like my MDB earnings play is down a little in the pre-market, but up from my basis. I shall not be selling it today, unless it reverses and goes MONGO to the upside. The way I see it, I have so many irons in the fire that are stoking hot, I can afford a little set back in one name.

Early this morning, news hit the tape that the US came to terms with China over ZTE. This is good for semis and China stocks. Also, Jamie Dimon and Warren Buffett want to put an end to earnings estimates. These fuckers are hogging out.

THESE ASSHOLES TOPPED OUT pic.twitter.com/ecb6T3U3ww

— The_Real_Fly (@The_Real_Fly) June 7, 2018

Futures are up, Europe is up, Oil is up, the dollar is down. Welcome to the new normal where no one loses, unless they had it coming to them.

Here are this morning’s movers.

Just in case you’re keeping track. Here are my recent sales.

And here’s how I was positioned during today’s SAAS trade. You cannot defeat me. I can never be stopped. Just STFU.

I’m long MDB and they’re reporting earning after the bell. If you followed me into this, then you’re long from $49. This is where you get off and enjoy the gains and celebrate the virility of Commodore Fly.

All those riding with me into this dangerous and potentially ruinous report should know the risks. Mongo is a caged animal and wants to bust loose. Will it happen or will the stock Gods deny me?

Tune in after the bell for the exciting conclusion.

All of this was pure luck. I just happened to be at the right place just at the right time. I take no credit, whatsoever, for these mountainous returns. Anyone could’ve done it — even a retard.

You didn’t actually think I’d post charts did you? We’re not infants here — no need have visuals to confirm what we already know; my stocks are fantastically higher. And guess what? They’re about to go higher.

Sure, I’m up ~13% on PS — chump change. And I’m riding MDB into earnings tonight, and PVTL is shooting higher, and CBLK is getting virile and looking rapish, and SHAK continues its sojourn into a world filled with unicorns and marshmallow clouds of cocaine.

I’ll sell when I’m good and ready. Shit is about to get MONGO to the upside.

The Dow is up nearly 300 and somehow I feel like we’re just getting started. This is what euphoria looks like. Remember these days good and well because the other side of this is apathy and bleakness — losses and fucking graveyards with assholes whistling by them.

All of my stocks are up, some +3%, others +0.7%; but they’re all up.

Our Quant strategy in Exodus crushed it yesterday, up nearly 1%. What are you doing with your portfolios?

Yeah, I thought so. Keep charging 1% per annum for AUM and let’s see how long it takes for all of your clients to fire you.

I stepped in and bought PS this morning. $30 or die.

Tonight I’m riding MDB into earnings — 14x sales, wilding out with 40 ounces of malted liquor, spinning my wheels on the faces of so many enemies, across vast swaths of clay.

You’d be wise to not bet against me. I literally cannot be stopped.

A fellow trader of ours and avid participant inside Exodus, DMFRacer, recently passed, succumbed to cancer. I’ve never done this on the site and I’m not trying to shame any of you to donating money you don’t have; but I feel like we can make a difference in the lives of his children — a small kindness to offset all of the hurt they must be feeling now.

If you want to donate, David’s wife set up a Gofundme page here.

If anyone who didn’t know him from the site, I did a write up here when he passed.