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Dry fly

Dry fly

@nycecl76.bsky.social

190 followers 520 following 380 posts

Amateur. Made the mistake of passing CFA exams and have missed out on every bubble since. fishing guide.

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Dry fly @nycecl76.bsky.social · 19h

They could do that issuing shares into bankruptcy thing that bbby did

Dry fly @nycecl76.bsky.social · 23h

Seems like a big deal. (Against the narrative).

Dry fly @nycecl76.bsky.social · 23h

RBLX up on the news

Dry fly @nycecl76.bsky.social · 1d

So is Evercore’s thesis here basically just BTFD before there’s even a dip?

Dry fly @nycecl76.bsky.social · 1d

Yes but “the world’s greatest fear” covid moment was met with MASSIVE globally coordinated monetary and fiscal stimulus, negative interest rates etc. will the next major “dip” be met with same?

Dry fly @nycecl76.bsky.social · 1d

MSTR failing to hold 300🤞🤞🤞

Dry fly @nycecl76.bsky.social · 1d

BTC go up, market go up. BTC go down, market go down.

Dry fly @nycecl76.bsky.social · 1d

RIP vix scare of mid oct 2025. We barely knew thee

Dry fly @nycecl76.bsky.social · 4d

“Not short enough”…I say to myself for the nth time, only to get run over by BTFD the next week.

Dry fly @nycecl76.bsky.social · 4d

😂

Dry fly @nycecl76.bsky.social · 4d

Bring back Crypto Winter

Dry fly @nycecl76.bsky.social · 4d

I really hadn’t been paying attention to these handful of quantum and nuclear…too distracted by the likes of pltr mstr cvna crwd etc etc. what a zoo

Dry fly @nycecl76.bsky.social · 4d

Lord grant me the strength to short RGTX.

Dry fly @nycecl76.bsky.social · 4d

I didn’t realize how bonkers this was; RGTI 15billion market cap with…8 million revenue. Holy smokes.

Dry fly @nycecl76.bsky.social · 4d

CRM trying to get some of that PLTR cheddah

Dry fly @nycecl76.bsky.social · 6d

Was the “we’re just doing this for the robot erotica” a top?

Dry fly @nycecl76.bsky.social · 6d

All I want for christmas is a 2 handle on MSTR 🤞

Dry fly @nycecl76.bsky.social · 6d

😂

Dry fly @nycecl76.bsky.social · 7d

🤞🤞

Dry fly @nycecl76.bsky.social · 7d

We did it!!!

Dry fly @nycecl76.bsky.social · 7d

Can we get a 2 handle on (micro)Strategy?🤞

Dry fly @nycecl76.bsky.social · 7d

16x earnings.

Dry fly @nycecl76.bsky.social · 7d

30% EBITDA margin LTM
Paying dividends, reducing share count. High 20%’s ROE.

Dry fly @nycecl76.bsky.social · 7d

QCOM waaay more profitable than AMD…but half the mkt cap. Just need a call from Altman to juice it.

Dry fly @nycecl76.bsky.social · 8d

Willing to bet that some of the bid in RIG (transocean) is mistaken bid for meme Rigetti.