turns out "tweener" was actually really charitable. literally took defeat out of the jaws of victory by refusing to show margin leverage during the upcycle, making this another CLASSIC $NXPI print. good luck next time mean reversion boys!

congrats to Stacy Rasgon on also being backballed from $NXPI sellside analyst events

congratulations to Stacy Rasgon for being added to the $TXN blacklist as well

Dave Pahl's absence looms large as Haviv, Mike and the $TXN squad cliffs the longs. Everything maybe bigger in Texas, but the analog trade is now Texas Toast

by popular demand, TBU's rules of shorting: - need a catalyst to change the "thesis" that bulls are playing for; "valuation for what it is" is insufficient (sorry $IBM bears) - play against actors that think like you. it would be stupid for me to short a meme stock like $OPEN

I trade megacaps with really just two checks: - this guy I know who got fired from $GOOG right before the '23 rally and joined at the end of '21. short whatever company he joins and then go long when they fire him and get serious. he just joined $AAPL btw - a poly guy I know who

it took me until today to realize that "it looks unwindy out there" is basically code for "I'm losing money and inventing a random excuse"

anecdata was directionally right but -5% is a wimpy move. will do better next time $STX