Taiwan Semiconductor was mentioned in the context of Viking Global's holdings.
Source Post
8/14/26 +6% since 7/1
Aug 14, 2026
The creator discusses shorting Capital (CAPR) and Palantir (PLTR), expressing skepticism about their future performance and current valuations. He also mentions taking over a trade from a colleague, which resulted in a loss, and briefly touches on other market movements like AMD, NVDA, and Tesla.
Linked Mentions
Tickers discussed in this post
SanDisk is mentioned as an example of a stock that momentum traders might buy aggressively.
The creator states he is mostly short Google, indicating a bearish stance on the company.
The creator explicitly states he does not like TSM.
The creator states that someone (likely referring to Keith or himself) shorted Intel, but then got out of the position.
Micron's performance is linked to the broader market, and the creator notes that Elon Musk identified memory as a bottleneck, which is widely known due to Micron and Sandisk's performance.
The creator notes that Tesla is up a little bit.
The creator states he is shorting Nvidia (NVDA) and implies it's a current trade.
The creator notes that AMD is up a little bit and that he is long AMD, but it is currently down a very small amount.
The creator mentions being embarrassed about Palantir (PLTR) lately and notes it is down slightly, but doesn't explicitly state a current trading action.
