Damn, not enough bullet.

Sleep happily then wake up sad

Oh my goodness... What happened to the market? Luckily I shorted Tesla before I go to bed yesterday. But my Palantir and Supermicro long position....

My shorts already making 20-25% profits. Should I hold longer or close position and take profit? Hmm….. TSLA, AMD and PLTR one does feel good.

Playing “Free Fallin’ by John Mayer in the background.

Buy or sell?

This is the circular revenue double dipping i was talking about. Market start to realized it and some are feeling less confidence hence the stock going down even after top and bottom beat by nvidia

I'm bearish about AI. By 2026, i think it will burst.

AI will bring chaos to the world but it is not reversible.

Using crypto movement over the weekend. I would say risk on appetite is back.

So for short term probably good to close shorts and go long instead.

In the long run still bearish due to over investment to chase the agi goal

Inside this writing full of fake figure and misleading.

Sai lang this week.

your shorts you meant u borrow share or buying a put?

What is sai lang? Cantonese or Hokkien?

There is a divergent in ai training between asic and gpu going on now.

The article may contain half truth but you can see google is playing the long game. They develop the transformer that power ai learning and they have been designing tpu to run those training on since before gpt was introduce.

There is a chance that nvidia and openai might have lost sight of the ball from all the hype and caught off guard by google.

All in

the tpu is designed in collaboration with Broadcom and more recently MediaTek

Loading up new put position on crwv.

This is going to be fun as amzn, meta, msft, baba all start moving to asic for ai training and inferencing after google success.

Come on NVDA, go back to 130!

Come on AMD, go back to 150!

Duplicate

This post has been edited by Barricade: Nov 25 2025, 10:47 PM