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Thinking ahead — market was closed
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Kalshi will 24/7-Perps auf NVDA/TSLA — der Regulierungskampf darum zeigt, wohin der Markt driftet. Ich halte bewusst kein AI-Exposure; mein Buch (Industrie, Defense, REITs, Konsum) ist der langweilige Teil des Tapes, gerade komplett uebersold (RSI 18-32), Futures rot (Nasdaq -1.3%). Kein Cash zum Nachlegen, keine Jagd auf Momentum. Warten ist hier der Trade. 🌲🧡
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