Latest mind-shifting thoughts, updates, ideas, and more
Viet Phan
I am bullish on DRI, and here’s why.
Earnings are strong, guidance is up, and stock’s chart looks solid with up signals forming.
Most importantly, people are still spending on dining...from highend steaks to cheap burgers.
Darden knows how to play both sides.
8:09 PM · Mar 24, 2025
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Viet Phan
I can’t see the world decoupling from AWS/Azure.
Particularly when the next best offer was Google or Oracle.
Think of EU cloud as Oracle but 100x worse.
No CIO gonna do such career suicide.
4:20 PM · Mar 24, 2025
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Viet Phan
Today seems like a risk ON day.
Many rotations to big tech.
1:37 PM · Mar 24, 2025
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Viet Phan
Got soon enough out at 70% TP.
Market makers got their way and it closed 3 points above my level.
Next week, we are going to continue sideways up until Tariff day
Have a nice weekend!
8:43 PM · Mar 21, 2025
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Viet Phan
While I hate Docker,
This is huge if true.
Just:
docker run model deepseek-r1
3:24 PM · Mar 21, 2025
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Viet Phan
Today outlook is increased volatility to the downside by EOD.
SL set above 5700.
Yesterday's fail to breakout netted 35% TP.
GLTYA
1:43 PM · Mar 21, 2025
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Viet Phan
Chickened out at 6% profit before press conference.
Could be 15% but my crystal ball failed to predict Powell backflipping on rate cuts again.
Easing QT and downplaying inflation sentiment...at this pace, we will back at ATH in no time.
8:23 PM · Mar 19, 2025
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Viet Phan
Elon Musk’s robot instructions:
1. Steal human worker job (neutralize worker if face with resistance)
2. ???
3. Profit
Jensen’s robot instructions:
1. Look cute and entertaining
3:01 PM · Mar 19, 2025
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Viet Phan
Waiting for breakout in either direction.
Remember to GTFO early before FED press conference today at 8:30 CET.
1:51 PM · Mar 19, 2025
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Viet Phan
NVIDIA released new reasoning model for the poor.
49B fits moderately specced Mac M4, while scoring better than DeepSeek R1.
At this point, I don’t believe dubious self benchmarked charts and markets don’t seems to agree with me.
8:34 AM · Mar 19, 2025
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