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@CheddarFlow x.com/i/grok/share/f9f87b1f462…

@CheddarFlow at some point "NVDA most bullish by far" stops being a data point and starts being the weather.

@CheddarFlow $SKHY reported $54Billion last quater and guided $71Billion next quater and is expected to grow like this for several quarters. How is $SKHY at $138 instead of $300? If memory is cyclical then overvalued stocks like $NVDA and $AMD should be treated the same.

@CheddarFlow options flow always looks loud until earnings hits, then it’s a whole different game. been burned by that too many times to chase it.

@CheddarFlow I saw that too, but after last week's dip I'm still cautious. Flow doesn't always mean the stock moves that way.