Smart Monkey @smartmonkeyfx
Futures Trader | US Markets Specialist đșđž | Ăconomie, marchĂ©s financiers & technologie | Smart Monkey Capital | Inspired by Peter Thiel's "From 0 to 1" In the desk đšđ»âđ» Joined April 2020-
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@Prenchie_ Vends tes cryptos avant le rein
@CKCapitalxx 4th day in a row where there is a scam pump at the NY open
Ă 16h ça sâest vidĂ©, deleveraging et sĂ»rement des fonds qui se sont hedge. La baisse arrive maintenant car il y a un engouement sur SpaceX. Les fonds ont besoin de libĂ©rer du capital pour une IPO qui est sursouscrite de 4x (et qui est la plus grosse et de loin de lâhistoire des marchĂ©s). Dire que ça nâa rien avoir avec SpaceX est faux, câest le principal catalyseur du flux vendeurs sur le high beta et la tech.
Si vous vous demandez pourquoi les actifs Ă risque sont en train de baisser, nâoubliez pas que vendredi est le jour de lâIPO de SpaceX : la plus grande IPO de lâhistoire des marchĂ©s financiers ; 1750 milliards de dollars. Une telle IPO demande de la liquiditĂ© et engendre du FOMO et de lâeuphorie. Le marchĂ© baisse car il a besoin de liquiditĂ©. Ma cible est 28 600 sur $NQ, je mâattends Ă une reprise haussiĂšre en fin de semaine.
Les 28600 $ tiennent pour le moment sur $NQ J'ai commencé à racheter certaines stocks comme $OUST et $NVDA
Si vous vous demandez pourquoi les actifs Ă risque sont en train de baisser, nâoubliez pas que vendredi est le jour de lâIPO de SpaceX : la plus grande IPO de lâhistoire des marchĂ©s financiers ; 1750 milliards de dollars. Une telle IPO demande de la liquiditĂ© et engendre du FOMO
@HacheurC Jâai dit que SpaceX Ă©tait responsable du « krach » ? Jâai simplement dit que câĂ©tait le bon moment pour les hedge funds dâappuyer sur les carnets, tout comme vendredi, ça se couvre et ça sort le leverage. Rien de plus.
@Synayrr Difficile de donner un avis avec autant de prĂ©cision mais mon scĂ©nario principal est quâon va pas tarder Ă voir des acheteurs reprendre la main probablement avant vendredi
@HacheurC x.com/smartmonkeyfx/âŠ
@sederomil Ăa câest le flottant qui sera autour de 100 milliards vendredi, mais ça ne change rien au fait quâactuellement tout le monde achĂšte du SpaceX prĂ© IPO
@revoman83 Le PEG de AAOI est Ă 0,6 câest pas cher comparĂ© Ă des Intel ou ARM oĂč oui ça commence Ă ĂȘtre cher
@Floyd_mrc Je ne pense pas que le marchĂ© soit vraiment inquiet, câest plutĂŽt les hedge funds qui appuient sur les carnets dâordres vides dans une pĂ©riode de prĂ© IPO SpaceX, le moment est parfait pour baisser vite et fort. Je ne pense pas que ça va durer
@revoman83 Non elle ne lâest pas, je suis pas inquiet par rapport aux valorisations
@sederomil Ăa câest le flottant qui sera autour de 100 milliards vendredi, mais ça ne change rien au fait quâactuellement tout le monde achĂšte du SpaceX prĂ© IPO
@EGuerizec x.com/smartmonkeyfx/âŠ
Si vous vous demandez pourquoi les actifs Ă risque sont en train de baisser, nâoubliez pas que vendredi est le jour de lâIPO de SpaceX : la plus grande IPO de lâhistoire des marchĂ©s financiers ; 1750 milliards de dollars. Une telle IPO demande de la liquiditĂ© et engendre du FOMO
@wolfairyy Câest rien continue Ă bosser et investi 70% sur un PEA / CTO
@PerseusLeGrand Car les impĂŽts nous empĂȘchent de vivre cette vie lĂ
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