Every crypto cycle creates the same characters.
The guy who turns one lucky trade into a full-time personality.
The friend still holding a bag from three narratives ago.
The “alpha” caller who vanishes after the rug.
And somehow we’ve all been each of them at least once.
That’s why
@ptsdshow feels way too relatable
It’s a dark animated crypto comedy following PT a repeatedly rekt trader alongside an OG with secrets, an AI scam investigator, and the kind of group-chat logic that only makes sense in a bull market.
Watch the show, get your diagnosis, and see where you stand:
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500 Non-Fuddable Ticket WL spots are up for grabs.
You have 72 hours.
Get diagnosed, find out how much PTSD you have, and follow the instructions below.
For once, your trauma might actually get you somewhere 👇
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Margaret hadn't slept through the night in eight years. Army. Four deployments.
PTSD nightmares every single night without exception. Her therapist had recommended a specialized detection dog. Cost quoted: $38,000. Waitlist: two and a half years. She adopted Rex instead.
A three-year-old Lab. Returned twice. Previous owners complained he "reacted to nothing" and "wouldn't settle." First night home, Rex jumped on her chest before a single nightmare developed. Her therapist later reviewed the camera footage and said: "Rex is responding to micro-signals most trained dogs never before a single nightmare developed. Her therapist later reviewed the camera footage and said: "Rex is responding to micro-signals most trained dogs never catch. That's not a problem dog. That's a remarkable one." The thing that made him unwanted was exactly the thing she nedeed
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I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE.
However, I still have pretty large losses following the false analyst report on CPO delays that $NVDA refuted:
That nuked 3 of my TW CPO longs from Foci, Msscorp, Xintec and others. (which are heavily red). Shunsin / Win Semi are holding up much better though.
Some of the other ones in Japan that I've mentioned like Towa, Harmonic Drive, NCI, etc. are performing much better following short-term volatility.
As for Korea yes I have PTSD for from Auros and now Foosung that are both both red (I didn't own 093370 though, just got PTSD watching price action).
Idk if I'll touch Korea again, just way too volatile. But I still think those will end up green eventually following Sk hynix/samsung qualifications + HVM, and the future japanese supply chain shutdown.
I also did change some of my previous long ideas like $XLU following the Iran War nuking all chances of rate cuts from 3-4 down to 0, and that didn't play out too well. Three software names I mentioned previously like $TTD, $META ended up red. $SNAP, I also changed my thesis after noticing the endless SBC accounting methods. $RDDT idea was finally in the green from $130 -> $170 after a long time.
But I think the vast majority of my ideas like $MRVL, $NBIS, $ARM, $INTC, $MU, $LITE, SK Hynix, Samsung, for larger cap.
Down to $AXTI, $LITE, $AAOI, $RPI, $IQE, and others for smaller cap positions directionally play out pretty well.
With random stuff like $SIMO, $HPS.A, $TSEM, $AEHR, $LPK, $SOI, $ALRIB, and so on all ended up turning out aight too.
The blended average is kinda overwhelmingly green since majority of my long ideas are triple digit YTD.
But I've definitely missed a few.
Also entry point is really important too... I mentioned $AAOI at $30 or $AXTI at ~$13, but not everyone has the same entry point. So if someone bought AOI at $220 and it dropped to $160, I'd feel bad.
But regardless, I'd prefer to judge how ideas play out on medium term timeframes over a few months rather than a few weeks.
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