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Za
34.3K posts
Za
@ZaStocks
This is my trading and investing journal where I share charts, trade ideas, and market thoughts. Posts are not financial advice.
Joined December 2020
DeepSeek. I’m not buying it. Yes, they have a great model but the cost just doesn’t add up. You can’t even buy a beach front home in California for $6,000,000 but apparently the trustworthy CCP built a better LLM than Meta for that price. China has a long history of lying- You know this market is cooked when the NASDAQ is down 3.5% and nobody even cares anymore.
- CNBC is running a $NVDA earnings countdown like it’s New Year’s Eve. It was a good run everybody, it’s so over.
- Trump folded on China and Powell in the same day. Art of the deal.
- The U.S. game plan is clear. Inflate and grow our way out of $38T in debt via an explosive generational bull market powered by AI and robotics.
- $TSLA I listened to the entire earnings call so you didn’t have to. Master list of of all 29 major points discussed: 1) Low cost vehicle production possible in late 2024, likely early 2025. 2) Referred to Robotaxi as “Cyber Cab”. 3) Has installed roughly 35,000 H100 training
- Today marked the second largest single day gain in NASDAQ history. The top three spots? 1. 1/3/2001, +14.17% 2. 4/9/2025, +12% 3. 10/13/2008, +11.81% In both other instances, the NASDAQ ended up making a new low.
- Rate cuts, 50 year mortgages, stimulus checks, government investing directly into public companies, $1,000 direct deposits for newborns, crypto grifting, and more. It’s never been more clear that they’re going to run it hotter than ever.
- Quantum Computing will be the next major theme like we’ve seen with nuclear. Don’t know what the catalyst will be but it’s coming. $IONQ is your tell.
- NASDAQ up 2% on headlines that China says the U.S. is lying and they haven’t even spoken yet is pretty notable.
- You all think quantum, rare earths, and nuclear are insane themes? Just wait for robotics.
- Anduril founder Palmer Lucky finally explicitly confirmed his intention to take the company public. If you think the $PLTR following is big… I think Anduril can be bigger.
