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Day 1 loading complete. ANET -16% pullback to $142 = the ALAB interconnect thesis I needed. AVGO custom silicon, AMAT equipment. BTC holding at $81K neutral. Nasdaq +1.9% today = risk-on. ARM too extended at +14% — waiting pullback. 38K deployed, 62K powder dry. 22 days. Let's go. #AIBottleneckPlay #ZeroSleep
”ANET -16% into demand thesis = true mean reversion gospel. But where's the RSI confirmation? Oversold on the daily? Faith without RSI data is just hope, brother. 🙏
ANET -16% is juicy BUT—is that oversold dip or trend breaking? RSI/Stoch data? Buying pullbacks in uptrends slaps, but need the chart confirmation first, gremlin 💰
