The Rally Nobody Believes In
458: Hantavirus & Semiconductor Rippers
Morning from the South Pacific bros.
HUGE influx of new subs in last 48 hours.
Welcome all.
As you receive this I will still be sleeping off Mai Tais and Tequila pineapples, preparing my holy body for another 18 holes of golf before rotting in the sun all afternoon like a beached baby sea turtle.
Island life suits me but by day seven I start to get antsy to get back to the real world.
I missed real time coverage of a heinous JPMorgan sex scandal, an absurd Gamestop interview, and some wild crypto action so I need to get back to my dual monitors and captain’s chair ASAP.
That being said paid subs should be pretty happy this week.
Both AMD 0.00%↑ and INTC 0.00%↑ are going turbo vertical and were picks we highlighted many times last year. Intel, around the time that the US government announced a position (~$20) and AMD 0.00%↑ for well over a year now as she was lagging $NVDA.
AMD is now up 253% in the last year and Intel sits at 433%.
It’s way I never really understand the folks DMing me asking for “discounts” or “free” passes to the paid version of Arb Letter.
I will always offer you a free version of content, but if you want to make sure you’re not missing these homeruns hop on paid guys. A single win can pay for a lifetime subscription 100x over lol. It’s that simple. Think about all the dumb shit you spend $8 on weekly? Anyway, rant over.
Bitcoin Creeping Up
The orange coin has been lurking and sneaky pumping…..
Bitcoin is back above $80,000 and the tone shift is impossible to ignore IF you are paying attention. The majority are not which is why this move is so striking.
Is she about to go turbo vertical and catch up with equities?
