@cognitiveFader

Elevate your mind, profits follow. Made 7+ figures in verified profits https://xitter.cf/t.co/BXGuK1LXwA Small caps and options trader. Not financial advice

linktr.ee/cognitivefader
Joined May 2018
  • Tweets1.6K
  • Following156
  • Followers2.3K
236Media
kinfo finally updated. $82.7k last month. 78% win rate. every trade verified. people called me fake. said it was paper trading. i get it, this space is full of liars. so here it is. $1M verified all time, and another ~$300k that still hasn't loaded into kinfo. i'm working on that. thank you to everyone who believed before the proof existed. this is only the beginning. @kinfo
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Can’t wait for February for full desk upgrade.
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📚 From The Big Short, Michael Lewis: The crowd can stay wrong longer than you can stay solvent, so size every position for being early.
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Started $BE and $META $META fear is an opportunity, headline suits this ticker the most. $BE irrational selling. AI power is still a bottle neck.
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The S&P 500 rose 0.6% to 7,757. The 10-year closed at 5.13%. Stocks are pricing growth. Bonds are pricing the discount rate. One of them has to give.
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$META I told you. I sold all my size at $780. you didnt listen. still not ready. want to see 650 reaction later this week to start building again.
cognitiveFade
@cognitiveFaderSep 29
There will be a time to build position in META again. Now is not the time. Initiated positions in $AVGO $AMZN
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The scariest part of the AI bet is that nobody actually chose to make it. If you manage money, you have no choice. Everywhere else in the market, there is basically nothing worth owning. And that one basket is entirely a bet on the economy of the distant future. The stock market and the credit markets are shoveling dollars into AI on assumptions about what the world looks like years down the road. Meanwhile nobody wants to touch the economy of today, because today is not worth investing in. That split has a name, the K-shaped economy. Here is the problem. The road to that far-off future still has to run through the economy we actually have right now. And that is exactly where it gets dangerous.
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$MU DeBoer: memory, not compute, is the constraint on AI now HBM4 36GB in high volume production for Vera Rubin, 2.8 TB/s per stack, 2.3x HBM3E 48GB 16 high sampled, HBM4E custom with $NVDA most of CY2027 HBM supply already locked up, prices rising year over year. AI stocks took a breather but are bound to resume the uptrend soon. Sticking to sector leaders.
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cognitiveFade retweeted
THE SHORT BEAR
@TheShortBearOct 21
We dont have to be in 1998. But it sure as hell would look smth like this if it was. We have not seen one real pullback until the pullback that started in July. Exposure levels went from max to 5 to 10y lows for hedgefunds, funds blew up, retail in Korea blew up... Maybe we just went up and went straight into the crash, but with 2% adoption and GPU prices still moving higher, I am not sure we are done.
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$NVDA Jensen in Berlin today DSX POD: a full Vera Rubin AI factory in a container, live in 14 days instead of 6 months 1 GW costs $50B and can print $40B a year, so delays burn billions Vera Rubin in full production
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$OLOX gave it all back today lol +11.5k sat near 0.72 for days, ripped to 1.29 at the open, I shorted the top and just let it bleed out easy days make things harder, hard days make you tougher. Log off time. Will be off to Sydney vacation. Relax and repeat.
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cognitiveFade retweeted
FinancialJuice
@financialjuiceOct 21
China central bank injects 80 billion yuan through overnight reverse repos: statement
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cognitiveFade retweeted
Cheddar Flow
@CheddarFlowOct 20
A RECORD 15.8% of S&P 500 volume now trades in the closing auction (Goldman) For the whole market, it's gone from 5.1% to 7.2% in 2026 alone The final minutes of the day matter more than ever
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cognitiveFade retweeted
LiveSquawk
@LiveSquawkOct 20
US Atlanta Fed GDPNow Q3: 3.50% (prev 3.57%) atlantafed.org/research-and-…
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cognitiveFade retweeted
Lyn Alden
@LynAldenContactOct 19
The inflation is indeed coming in waves. It’s not extreme, and I keep saying there’s nothing to write home about in the near term. But across developed countries, inflation is persistently above-target for years now.
mattcheck@mattcheck3Oct 19
Replying to @LynAldenContact
I remember you saying in a podcast years ago that you expect the inflation to come in waves. Seems the sea is rough these days.
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cognitiveFade retweeted
First Squawk
@FirstSquawkOct 19
US STOCKS REBOUNDED AS CHIPMAKERS RALLIED, WITH THE NASDAQ 100 RISING 1.2% AND THE S&P 500 GAINING 0.4%, AS INVESTORS RENEWED OPTIMISM OVER AI-DRIVEN EARNINGS. UPCOMING RESULTS FROM META AND TESLA WILL TEST CONFIDENCE IN THE AI INVESTMENT BOOM.
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This is so true in trading. Easy to write off each bad trade as a one off and move on, when the same root cause keeps showing up. Diagnosing that properly is tedious, but it is where the improvement happens.
Ray Dalio
@RayDalioOct 19
The most common mistake I see people make is dealing with their problems as one-offs rather than using them to diagnose how their machine is working so that they can improve it. They move on to fix problems without getting at their root causes, which is a recipe for continued failure. A thorough and accurate diagnosis, while more time-consuming, will pay huge dividends in the future. #principleoftheday
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Tom McClellan
@McClellanOscOct 19
Very strong resemblance between the NDX and Korea's stock market during 2026. Magnitudes are different (beta) but the dance steps are largely the same.
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cognitiveFade retweeted
Brett Steenbarger
@steenbabOct 18
Our strengths cannot exist in an environment of comfort; what we don't exercise inevitably atrophies. Here are two realities of trading success: traderfeed.blogspot.com/2026…
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ICYMI. At least $SPX is near record highs. Imagine the impetus to monetize equity in second homes if that was not the case. (Silver lining [pardon the double entendre]?Looking for a beach house?)
Jason Lewris
@jasonlewrisOct 17
Americans have been dumping vacations home at an unprecedented rate over the last 5 months. For every vacation home an American has purchased, 2 have been sold off. Today, 2.1% of all vacation homes in the country are up for sale.
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