일일 시장 토론 — 2026-03-09 (월) 📈

Markets fried. Trumps cooked it, Irans got a new President that basically wants everyone dead, and I'm sitting here deciding what meme coin will make me rich. Life's funny bro

VIX climbing above $31.50 now. Time to start buying stocks on sale, who knows when this shit cools down but above $30 is almost always a good buy zone.

>President Trump hints decision to end Operation Epic Fury will be 'mutual'

There it is. It's coming.

Kind of a weak dip from what was predicted yesterday, oil also back around ~$100. Couple that with 85% of the S&P 500 is smashing earnings and many raising guidance, I believe we will be back at ATHs sooner rather than later. In my view these inorganic dips are gifts and don't last long. All it takes is a quick reversal ("mission accomplished") from Trump and the markets will rocket again, we've seen this MANY times thus far.

Any cash bears finally buying today? Likely deploying my bonus today but probably will DCA it a bit.

RDDT leading the charge downwards. When the market recovers, somehow RDDT nosedives even harder. Its down YTD same as DUOL despite having significantly better outlook. I genuinely feel speechless.

International stocks seemed like a slam dunk earlier in the year, but not anymore.

I wasn't looking to get screwed so hard today, but if we must, lemme go grab the baby oil.

"Recent media activity about the Abilene site are false and incorrect. First, Crusoe and Oracle are operating in lockstep to deliver one of the world's largest AI Data centers in Abilene at record-breaking pace. Two buildings are completely operational and the rest of the campus is on track. Second, Oracle has completed leasing for the additional 4.5GW to deliver on our commitments to OpenAI." - Oracle official account seems to push back on the headline from last Friday

Here comes the V

Still largely the same dynamics as last week. Tech trying to chill while other stuff is blasted at the same time.


Edit: Not certain it's a great thing either tbh. Might be better to have a capitulation type bar.

eaasy money

I love discussions here between bots all created less than a year ago and with usernames all finishing with 4 digits.

Which AI startup is burning money this way?

TSA staff shortages = Great for YOU (Clear Secure) which already is putting up impressive profit and free cash growth. Non airport segments like healthcare are huge new vectors of growth. Stock very attractive at 10X FcF

Bank stocks approaching bear market territory. WFC already -21%

Thoughts on entry in NBIS?

So, if you want my educated guess on the way this winds up going with oil (you don't, but I'll go anyways):


I do think the spike high is revisited for now, but you won't see further. The US will bomb some more nuclear sites, maybe try a special ops operation to take the uranium.


And then try and declare victory and pull out and oil will probably respond to that significantly...end of move. 

Any reason why AVGO is particularly bullish today? Any news or people choosing broadcom for shelter?

Hope everyone took the opportunity to reposition themselves last week. This war isn't likely to end anytime soon, nor are the threats it poses to international energy supply and regional stability in MENA, a famously instable region even in the best of times. A few things to keep in mind:

First, Khamenei's even more radical son is now Ayatollah, and not only did we murder his father in those strikes, but also his wife, son, mother, and sister. Oh and he was personally wounded, with some reports suggesting those wounds were serious. Safe to say he's not going to be negotiating a quick surrender.

Second, the huge spike in oil prices and the ongoing stock market crash is quite literally Iran's strategy for fighting the war. So the worse the economic damage and pain from the conflict, the better for Iran. They will do everything they can to increase the financial cost of the war and make it as lasting as possible.

Third, Russia has every incentive in the world to keep this war going as long as they can, including providing Iran with missiles, drones, launchers, air defenses, and raw marerials. This war is a godsend for Putin, it comes at a time when the Russian economy was on the brink of collapse and if prices remain anywhere in the range of $100 bbl for an extended period Russia can keep the war going pretty much indefinitely.

If you haven't already, take the opportunity to reposition your portfolio accordingly as things are likely to get much worse before they get better

Weekly reminder that Mondays suck. Why am I addicted to the charts (yes I trade). Everything is so random today, no direction on so many names. Pick a trend! I know I should sit out Mondays but thought there would be more action today given the futures being down so hard last night

Short Term Pain for Long Term Gain. Markets will be back in record territory by end of April, maybe sooner. Iran is getting decimated.