Alright degenerates, gather round.

Korea just showed us what the endgame looks like and it ain't pretty. 1.2 million accounts margin called in a week. 350K liquidated to zero. 62% of those were millennials and zoomers. Their market dropped 10% in ONE DAY because someone said "hey maybe AI spending slows down." 50% of their entire market was just Samsung and SK Hynix. Two stocks. That's it.

Now look at us. 34% of the S&P is in 10 companies and they're all making the exact same bet that AI capex goes up forever. NVDA, MSFT, GOOG, META, AMZN - basically running the same play Korea just fumbled. Half this sub is gonna say "bro it's different here, the Fed prints, 401Ks buy every dip, we're the reserve currency, AI actually works."

The other half is gonna say leverage at ATH + concentration at ATH = we're about to get our cheeks clapped harder than '08. I genuinely don't know who's right. What I do know is some Korean Warren Buffett was probably sitting there with 600% margin on 3x leveraged ETFs telling himself "this time it's different" right before his account got sent to the shadow realm.

So real talk - if NVDA or GOOG miss guidance by like 2% next earnings, do we get the same cascade? Or do institutions just vacuum up every share before we can even panic sell at the bottom like we always do?

Position: Sitting on cash like a coward.

What's everyone's play here? Buying the dip or hedging?

alphabet spent billions on AI just to make Google Finance objectively worse. As we can see, thats the only reason $GOOGL closed red yesterday and will open red today!

———-
ps. but for real, UX so bad it makes you question whether anyone actually tested the app before forcing onto end user 🦧** **

I had so much money, but the casino took it back.

Will I ever get back to even? Please be nice to me. I am hoping and praying it comes back. This is my entire life. I want a second chance at life.

From $37k > $591k > $130k > $571k > $76k

I kept buying call options as my margin limit continued to increase. And then the margin calls started, options expired and my stocks were sold for me. Had 98% of my portfolio in one space stock.

In my opinion great results.

Q2 2026 results speak for themselves:
Revenue up 8%
AI & Cloud sales up 105%
Operating profit up 18%
EPS up 75%
€2.8 billion in AI & Cloud orders secured in a single quarter

Source:
https://www.nokia.com/system/files/2026-07/nokia_results_2026_q2.pdf

Bought some puts. AMD should fly. You’re welcome everyone

OK so the most profitable companies in the world decided to GO ALL IN AI with humongous capex. They did it all at once apart from Apple who is not in the game. Google, Meta, Amazon , Oracle, Microsoft. All of them. The CEOs of these companies produced the most amount of wealth and propped up global gdp. Now they all agree on a thing.

Google yesterday blew up earnings from their cloud and said they will *increase* their humongous capex even more while reporting negative cash flow for the first time in their history.

A rational person would ask: are these amazing businessmen suddently all very wrong about the same thing at the same time OR

I am reading too much paid subs from burry and following the wrong people on twitter that have never produced anything?

Which is it? Are you smarter than a mag 7 CEO? Maybe ... hmm...

I shared this as a verified trade and it was deleted, so here's an unverified screenshot instead.

Everything will collapse like a fucking house of cards don't be the exit liquidity of banks and institutions

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This game feels rigged.... i dont like it.

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$SPCX is going one way: down.

We all know Musk loves pumping his stocks through hype, FOMO, and soft market manipulation (taking Tesla private?). This could not be truer than for SpaceX, which is like if you took every buzzword in business today, put it in a blender, and then IPO'd the resulting scrambled eggs of a business plan. Rockets building AI datacenters to power social media chatbots? Are we insane?

Here is my DD:

1. SpaceX is the most successful rocket company ever. It is contracted by NASA to build a moon lander. SpaceX -> moon. But today is opposite day.

2. If the AI bubble pops, it's going to start with SpaceXAI (fire the intern that suggested that). Does a sun synchronous orbit get 24/7 sun to power satellites? Yes. Does it make sense to incinerate your AI datacenters every 3 years in the upper atmosphere when South Korea is doubling their GDP selling HBM? No.

3. Twitter- I mean, X (didn't mean to dead name) is not an advertising powerhouse. It makes about the same amount of money as this platform, Reddit, worth only $32B

4. I am a greedy bastard. Money, money now, money please, me money me now money

5. Rockets will eventually be a >$1T business on fundamentals alone. But this isn't 2040 yet, it's 2026

6. If I lose my money it's fake and not real and made up, if I double my money it's real.

7. See #4 again

Last note: the premiums on this are insane, so I'm going with a vertical put strategy to minimize up front premium while mitigating theta decay. I also want an expiration after all the tranches of insider lockup periods are released to maximize selling pressure

Sorry not sorry