Still alive, just don't know what I'm doing
Hi folks. I've been thinking of writing about a bunch of things but my thoughts just sort of end after maybe 2-3 minutes of thinking and I lose focus, so you get this long-ass block of zero writing.
First off, I'm still alive. I didn't die.
I don't even know why I'm writing this post other than to assure you of that. Let's just talk about stuff.
- I'm getting super AI-brained right now and it's sort of scary. I think it's the next frontier and it is not too late to join in. It's ok to come to this conclusion a little later than you'd have liked to (I wish I came to this conclusion in March of this year...). I read a post that says we're in 1995 rather than 1999-2000 and I'm even more convinced of it. I'm bigly invested in a couple neoclouds that will IPO next year. I started swing trading some AI stocks, based on fundamentals! I even paid $1000 to attend an AI Agenda conference in Times Square last week. I think I could write like a 15 minute essay on this personal transformation. I don't know how long it lasts or if I'm just being a delusional tourist again. There's so much I don't know and my track record for this is "unknown" despite magntitudes more $$$ that I'm actively investing than ever before. Again--super scary thought.
There was this day in September where I was deciding how much to invest in a private company called Crusoe. Then all this news came out about Nebius and their deal with Microsoft and then later that week, Oracle released their cloud projections and shot up 35%. It felt like a sign from God so I went aggressive and over-allocated to the investment.
I'm suffering from mad ADHD. I'm constantly reading things again. Sacre company info sheets. The Information articles. Videos about humanoid robotics. Sports stuff. My focus is totally shot. That also makes really hard to write anything and stay on subject.
I'm not really (but sometimes) day trading... I don't know where I am with that. The longer I trade without direction, the more suspectible I get to all my worst habits... and that hyper-awareness makes me not want to trade. I have so many horrible habits and I don't think I have the juice anymore to get rid of them and get back to being the trader I used to be. I think I moved on, I'm all about swings and investments lately. I keep waiting for a $100k risk parabolic move on a liquid stock to get my daytrader mojo back but they're just so rare. For example: wanted OKLO to gap to $170-180 2 weeks ago but instead it was a more complex pullback. No risk was deployed. A lot of stocks trading like that--way overbought but not easy. Quantums, neoclouds, nuclear. The wait continues.
Hope you're all doing well. Feel free to e-mail me about whatever.