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U.S. Forces Start Mine Clearance Mission in Strait of Hormuz
https://x.com/centcom/status/2043005033600479516?s=46
Going Long On Bananas Before The Shortage Hits
This is some high quality Alpha Source: [https://www.nytimes.com/2026/04/09/science/chimpanzees-war-ngogo-uganda.html](https://www.nytimes.com/2026/04/09/science/chimpanzees-war-ngogo-uganda.html)
France Just Kicked Microsoft Off 2.5 Million Government Devices
MSFT Puts Next Week
The SaaSpocalypse is crypto mania in reverse
Remember when Long Island Iced Tea rebranded to Long Blockchain Corp and tripled? Kodak launched a shitcoin and doubled? Nobody knew what a merkle tree was but blockchain was going to change everything. Number go up. Now it’s number go down. Claude drops a model and the entire software sector eats shit. Anthropic announces Mythos and security stocks lose 20% in a session. Cloudflare lost 14% in a day. A company that runs CDN, DDoS protection, and edge compute across 300+ cities. Internet plum
$135 billion and counting: Meta's eye-watering bet to close the gap on OpenAI, Google and Anthropic
The Big Short and social media is the reason the market has not experienced any significant downturn since 2008
Think about it. Is it really a coincidence? Ever since the release of that movie and ever since social media became more connected than ever globally, there has been no significant downtrend in the market. In every single case (end of 2018, 2020, 2022, August 2024, April 2025), the market was bought up relatively quickly or the downtrend didn’t last long. The reason for this is simple. Due to the outpouring of posts of everyone pretending to be a genius and thinking they’re early on anticipatin
software dump = bottom signal
you guys are actually regarded, software is down 30–40% YTD and NOW you decide “yeah this is where i sell” because twitter and CNBC boomers told you AI is killing SaaS let me remind you that these companies will make a monster come back by EOY. most of these companies report in \~4–6 weeks, already had a FULL quarter to reset expectations, guidance and expectations are already nuked and sentiment = everyone bearish at the same time **all the CEOs and management are about to...** \- sandbag la
Starting over
starting over. between april 2025 to January 2026, lost about 45k. then from February 2026 to april 1st 2026, Rebooted completely, took $6k to $27k. that was last Thursday. figured, one more good trade, I would flip that quickly into $50k. backfired. peace talks with Iran TACO you get the idea. ended up with less than $130 today. put it all on SPY puts expiring this upcoming Monday, but have deleted my RH app once again and I am praying I leave it deleted at this point.
PEACE TALKS
There’s only 2 realistic scenarios: 1) Talks are “good” and they made “progress” but nothing conclusive. \- Perfect sell the news event dumping into fresh liquidity 2) Talks are actually somehow bad. This delegation is led by couch lover himself, would you really be surprised if he does something incredibly stupid? Or maybe Iran is adamant about Israel backing off Lebanon and the US can't give them what they want. Or any of the other points of contention. Of the many unrealistic
Daily Discussion Thread for April 10, 2026
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UMich preliminary April consumer sentiment 47.6 versus 52.0 expected | investingLive
SOFTWARE SECTOR MASSACRE… like we don’t know already 🤷♂️
Citi woke up this morning and decided to ruin six software stocks before most of us had our coffee. Somebody get this guy a raise — clearly he’s got the crystal ball (or just read the earnings reports the rest of us are ignoring). Downgraded from Buy to Neutral: • DocuSign (DOCU) • Veeva Systems (VEEV) • Autodesk (ADSK) • Nice (NICE) • CCC Intelligent (CCC) • SimilarWeb (SMWB) And because one bloodbath wasn’t enough, UBS joined the party and cut ServiceNow (NOW) to Neutral too.
MAR U.S. 🇺🇸 INFLATION DATA:
MAR U.S. 🇺🇸 INFLATION DATA: \- CPI 3.3% YoY, (Est. 3.4%) \- CPI 0.9% MoM, (Est. 0.9%) \- Core CPI 2.6% YoY, (Est. 2.7%) \- Core CPI 0.2% MoM, (Est. 0.3%)
U.S. oil climbs above $100 as U.S.-Iran ceasefire fails to boost tanker traffic via Strait of Hormuz
Closed QQQ $590.00C 04/08/26 for $15,172.00 gain (+568%)
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Epic fail YOLO SPY
Jloc on twitter for people who missed the fun. 0dte Yolo got him from $300 to $300,000 now to $10,000.
Bessent, Powell Summon Bank CEOs to Urgent Meeting Over Anthropic's New AI Model - Bloomberg
[Bessent, Powell Summon Bank CEOs to Urgent Meeting Over Anthropic's New AI Model - Bloomberg](https://www.bloomberg.com/news/articles/2026-04-10/anthropic-model-scare-sparks-urgent-bessent-powell-warning-to-bank-ceos) [Powell, Bessent flag systemic risk from advanced AI models | investingLive](https://investinglive.com/centralbank/powell-bessent-flag-systemic-risk-from-advanced-ai-models-20260410/) Article below: Obvious plays seem like anything Anthropic related ( Chips & clouds), $AMZN $G
18000 dollar loss 0DTE Spy
Bought 680 calls at 680.4 with the idea that it would bounce back like it did the previous hours. Narrator: it didn’t. Sold when price was 678.7 for approximately an 18000 dollar loss. I was literally screaming. Back to Wendy’s!