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| Alias Born | 05/08/2007 |
Monday, October 28, 2024 9:44:51 AM
I continue buying puts all over the place, especially NVDA puts w/ 2025 expirations. The market will turn ugly when the music stops....just like on the Titantic.
First of all, the most inflated bubble is not the US as many believe, but Taiwan, thanks to the asinine valuation of TSMC that is one of the pillars, along with Microsoft and Nvidia, of the great revenues round-tripping scheme ongoing between the semiconductors and cloud computing sectors
those who still talk about “soft landing” are simply parroting a narrative that has nothing to do with what all the available data are showing; all they are holding onto are stocks that keep going up as if this can continue indefinitely. This is realistically impossible, and you better be prepared rather than relying on the MSM to warn you about it, but hey! Till “everything is awesome,” no one has the intention to spoil the party because it’s so fun, so why not enjoy it till the last bit even if there might not be a lifeboat for everyone when the music stops and the global economy Titanic inevitably sinks.
I can only provide my own speculation and theories. Everything I post is my own opinion and not financial advice. I am not a financial advisor. Perform your own Due Diligence.
