$1,000 follows their calls into $934
- Win rate
- 30%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #295
- 5 ranked closes
- Longest streak 4
$1,000 follows their calls into $934
Dylan Bradfield@DilBradlyAdded $JSEEXX and $JSETGA this week… US coal ETF is up 40% + in 2 weeks!
Respeculator@respeculatorShow me a better risk/reward trade today than thermal coal miners.. Russia, Indonesia & China have production issues, India (and Europe) have inventory issues.. and gas is trading at like >US$300/t Newcastle equivalent. Meanwhile at US$150/t Newcastle the miners trade at 2-3x
Dylan Bradfield@DilBradlyExactly the point I made … Ling Nvidia will likely fall on it own sword!
Ross Hendricks@Ross__HendricksFriendly reminder that most of $CRWV's $40B in annual spending goes straight into $NVDA GPU sales Now, what happens to Nvidia's order book if Coreweave goes tits up, not to mention all the other neoclouds? Suddenly that forward PE multiple ain't so cheap
Dylan Bradfield@DilBradlyThis “circular accounting “ is worrying and all roads lead to Nvidia in some way shape and form. For now the selloff will first hit “ pick and shovels “ but the buck will have to stop with the King “ Nvidia “
Common Sense Investor (CSI)@commonsenseplayTHE ENRON PLAYBOOK IS PLAYING OUT AGAIN. I WARNED YOU - THE HOUSE OF CARDS IS COLLAPSING. $NBIS $ORCLE $CRWV $NVDA
Dylan Bradfield@DilBradly$TLT - We took the long!
Common Sense Investor (CSI)@commonsenseplay$TLT continues its rally overnight - now up 5% in the last week. Back in the $80s. After years of pain for long-duration bond investors, is this finally the start of the long-awaited comeback? The setup is getting interesting.

Dylan Bradfield@DilBradlyExactly the point I made … King Nvidia will likely fall on its own sword!
Ross Hendricks@Ross__HendricksFriendly reminder that most of $CRWV's $40B in annual spending goes straight into $NVDA GPU sales Now, what happens to Nvidia's order book if Coreweave goes tits up, not to mention all the other neoclouds? Suddenly that forward PE multiple ain't so cheap