iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,445 Blog Posts

BET AGAINST THE SEMIS — BET AGAINST THE SEMIS — BET AGAINST THE SEMIS

NAND prices in decline. China trade war menacing supply chain. Apple gravy train OVER. Bitcoin rigs dead. Stocks like NVDA trading 9x sales while historical median is just 3x.

STICK SANDWICH REGISTERED TODAY ON SMH

It’s over.

Long SOXS.

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15 comments

  1. ericbakerbruce

    I’ll be loading up on some SWKS in the $55 range. I can wait 18 months for 100% return

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  2. spaceman

    I am putting 20% of my assets into gold Maple Leaf coins, is my timing bad/too late?

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  3. og

    Looks like we’re going all in with this anti-China stuff. This travel warning is pretty crazy.

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    • ferd

      What’s crazy is that we ask Canada to arrest a Chinese citizen because her company deals with a country that the Israeli ruling party wants us to jerk around.

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      • og

        For sure. This trade war is starting to take hostages.

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      • juice

        Huawei has been a bad actor for 15-20 years … China really could care less about them except as a reason to go tit for tat

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        • ferd

          Then arrest them for their bad acts against the US, not because they (a company from another sovereign nation) choose to business with a nation that we are told not to like. A slippery slope this.

          And no. Your assumption that they desire to go tit for tat makes zero sense. We both lose from this insanity.

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          • juice

            of course monsieur ferd .. they don’t desire to go tit for tat, that is our M.O., however they will if pushed

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          • numbersgame

            It’s like Al Capone: you prosecute them for the crime that’s easiest to prove, not the one that is most significant.

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  4. edge

    LOD or LOL.

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  5. tradercaddy

    I see the “stick sandwich.”
    Kind of like an equity ménage à trois.
    They never end well.

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  6. chumpdaddy

    Yeah maybe you are right, maybe it will be tomorrow.

    I read a lot of financial blogs so many people attached emotionally to MU, AMD, NVDIA etc.

    Gotta make them cry and kill their babies. So that’s a phrase used when teaching the pure arts. A painter or writer will become so attached to certain figures or characters or words that they don’t see the truth anymore.

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  7. joyous__ending

    This is starting to feel like 2000-2001 (up to the 9/11 horror)

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  8. fxtradepro

    Stick sandwich Lol ?

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