Joined December 2021
I’m starting a new futures account with the rulebook written before the first trade 15% vol target, 20% drawdown planned for, 25% hard line. I’ll write up how it was built here, including what didn’t work. No performance posts this is all about process: tinyurl.com/24vpdjb7
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Instructive to see a post like this get so much traction. B200 rental rates up 30% YTD. Hyperscaler cloud revenues tracking along. Remember: GPU rental rates and token prices were supposed to fall over time. The demand metrics this year have beaten all informed expectations.
On the AI front, the trade has been dead money for more than 3 months now. The metrics I am following (token expenditures and GPU lease rates) are all flat to down. The price of memory (DRAM) seems to be the only thing that is still going up. 🧵(1/2)
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"Crashing up since 2009...." 🥳🤡🤪😎😂🤣
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To all those telling younger people to stop complaining and work harder…piss off. Multiple rounds of QE following 2008 and turbo charged post 2020 robbed entire generations of their future.
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$SPY $SPX $ES - My 2026 eoy roadmap/prediction. January starts out choppy (Vol up + Mrkt Up) but mostly we spin our wheels into Feb. With lows tested we grind up to a new ATH into May - where you sell and go away into a 14%ish drawdown - and all da bears come out calling for the gap below to fill (it doesn't) and we start a 2nd 1/2 rally (FOMO kicks in around midterms) ending the year up 15%ish -7853
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ES NQ PM 12/12/25. Weekly recap of the week & whether the odds for new A... youtu.be/fT9HtUQ2qVg?si=HhLq… via @YouTube Enjoy! Camelbacktrading.org #es #nq #rty #windotrader #futures #daytrading #tradeify #marketprofile
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MIRAN: QE MAYBE WAS 'OVER-USED' IN PAST
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ES NQ AM 10/24/25. Clear concise levels for Bulls & Bears come 9.30, not... youtu.be/jEgwFVLIVPY?si=XEbW… via @YouTube Enjoy! Camelbacktrading.org #es #nq #rty #windotrader #futures #tradeify #marketprofile #daytrading #cpi
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ES NQ PM 9/2/25. Poor performance by the Bears as they hold the Gap but ... youtu.be/4hiwSMQkofI?si=Di-z… via @YouTube Enjoy! Camelbacktrading.org #es #nq #rty #windotrader #futures #tradeify #marketprofile #daytrading
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ES NQ PM 5/19/25. ES & NQ OSDU & DDD. RTY PP as the Bulls shrug off more... youtu.be/wlbDCS9sDC0?si=12X9… via @YouTube Enjoy! Camelbacktrading.org #es #nq #rty #windotrader #futures #tradeify #marketprofile #daytrading
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