Día Uno Divertido

@dia1fun.bsky.social

i buy things & sell things w the goal of making $ for those i love, those that trust me & myself. at times w/o disclosures do not copy me or trade bc of me. here to share & debate, not advise. i change my mind often & get lots of things wrong

spoke w the head of a large, multi billion $ tech-focused fund they're still 100%+ net long tech / momo thinks the businesses they own are low quality, but believes we're still in "early innings" and will be able to sell higher as demand for compute keeps rising we are far, far, far from panic

Día Uno Divertido@dia1fun.bsky.social · 3w ago

semis basically a sell every rip set up gavin baker / tiger cubs / loeb pounding the table to buy -- think theyre trapped

*IRAN'S REVOLUTIONARY GUARDS CORPS: NEW HORMUZ SHIPPING ROUTE ANNOUNCED WITHOUT IRAN'S COORDINATION IS UNACCEPTABLE AND DANGEROUS *IRAN'S IRGC: SAFE TRANSIT THROUGH STRAIT OF HORMUZ POSSIBLE ONLY VIA ROUTES DESIGNATED BY IRAN

A US expert warned on Tuesday that removing mines from the Strait of Hormuz would be a complex and technically challenging operation, following reports that Iran may be required under a US-Iran memorandum of understanding to clear the waterway.