BDC
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bdc-music.bsky.social
BDC
@bdc-music.bsky.social
Owner - Downside Up Recordings /
Ascend Trading
Whew thank god I was staring at my screens when MJ flipped. Stopped myself out at a $730 loss… booo but that was when it dropped -4 it’s now -14% 😅
December 18, 2025 at 8:19 PM
Back to defensive levels of cash until we confirm a reversal here. Perhaps the data saves the day? Intra day action tells us otherwise.
December 16, 2025 at 10:38 AM
Raised some cash by closing out some scratch trades… market very brittle right now….. kinda feels like it wants to be disappointed.
If Japan hikes look out… rates hike, vol spike and we end and start the year in correction mode.
If not we violently chop for 3-6 months. Elections have that affect
December 15, 2025 at 4:55 PM
Green on my screen, including the VIX and TNX …

👀
December 15, 2025 at 11:13 AM
Lmao broadening my ass if this is a real washout nothing will be safe….

…I have my doubts that it is a washout. More like institutions and dark money rug pulling ..🤔
December 12, 2025 at 8:23 PM
Much like ORCL… it’s a margin story with AVGO… we saw the action yesterday. It’s not an AI issue. Grabbed a couple of contracts in LITE and MU. Probably sitting tight today but might grab something else. I don’t plan on closing any winners until January
December 12, 2025 at 9:52 AM
(Probably) one of if not the last DIP buying opportunity of 2025 is here. ORCL’s weakness is in its software division. Netsuite sales reps be lackin’ but AI is full throttle so this is an algo head fake here. Just my (140% earning) $.02 cents
December 11, 2025 at 9:54 AM
I keep hearing this commercial for an insurance company where this guy fakes getting emotional about his famous dad dying (suddenly I might add). Now I’m sure it hurt we all know this but the way he just washes it away in the next sentence it’s pretty awful.
December 10, 2025 at 10:44 AM
While I have 3 positions open (ANET, AMD & MU), it felt great to take all of those other gains off the table yesterday. We’re talkin full blown winter clean out. This market feels like it wants to take a dump.hope I’m wrong but it sure feels like it.
December 9, 2025 at 10:43 AM
Wow… closed out an insane amount of winners. I just don’t like the set up for the next few weeks and rather play things close… swimming in cash rn like Scrooge McDuck… yelling bah humbug at short suckers
December 8, 2025 at 4:35 PM
Made some coin on ANET this year but backed off in recent months. Considering taking a position as it feels poised to move higher… waiting for confirm close above 128.80
December 5, 2025 at 11:23 AM
SNOW is one that always flew under my radar…. Gonna be a cheap morning/day, putting. bit of pressure on the overall AI trade.
December 4, 2025 at 11:10 AM
Just your average garden variety consolidation across multiple holdings. Glad to see INOD waking up a bit. Hopefully the canary in the coal mine alive and well as we inch towards the close of the year.
December 2, 2025 at 6:37 PM
While we are all affected by margin calls happening(indirectly), I’m grateful to have the performance I’ve had with:

1) traces of margin if none in most cases

2) maintained 50% or more in cash, sometimes as high as 70%.
December 1, 2025 at 1:24 PM
Had some time to reflect on things as well as had a nice rorovirus to boot post Thanksgiving, and it has been an incredible year but seem over due for a longer term downtrend… think 2000 - 2003 or 2007 - 2009…
November 30, 2025 at 10:49 AM
If I wasn’t so disciplined to my committed levels of cash I’d be jumping on AMD calls. That 21 EMD on bothered Daily and Weekly Charts look like solid support levels around 190 which is were GEX levels show dealer support. Watching and waiting for further confirm.
November 25, 2025 at 4:48 PM
Algos are hallucinating 😂😂😂 last week the bubble burst…. This week Meta confirms more AI spend and the boys want you to feel the same as last week. Don’t let em. The spend is very alive. Meta confirmed this and what do we do: we wait for confirmation. MAKE it a great day!
November 25, 2025 at 10:25 AM
This week it was all about the VIX… next week add the 10 yr to that and buckle up.
November 21, 2025 at 9:38 PM
Times like these you always need to limit exposure buckle up & just watch. I might manually put a stop to raise a lil cash but I’m currently at about 80% cash rn. That 20% ain’t feelin so good but I can stop out & still clock a record month.There’s a time to buy, time to sell & a time to go fishing
November 21, 2025 at 10:45 AM
Dark pool activity, and crypto induced margin calls are the order for the day.
November 20, 2025 at 5:05 PM
VIX bouncing as expected.
November 19, 2025 at 5:19 PM
VIX in a cool down this am and the 10 yr pretty docile throughout the past few sessions. Don’t forget about options expiration today which could could amplify action leading to NVDA’s #’s after the bell.React don’t predict is the MO this week and we’ve done a GREAT job. 🙏🏽👍🏽
November 19, 2025 at 10:26 AM
Flush with cash right now… waiting for some capitulation… could NVDA trigger it regardless of its reporting results?
November 18, 2025 at 3:32 PM
I dabble in it but to be honest I still don’t feel comfortable with crypto investing. Even Tom Lee had Bitcoin in the 200k range by year end and he didn’t see the mass dumping by whales coming ? Having said that it’s starting to look cheap. I normally play through etfs but just a slither not much.
November 18, 2025 at 11:05 AM
VIX not looking that much better today. Can’t help but to feel like a pre NVDA earnings shakeout but then again 2 whales dumping your 100% stock can’t be good.
November 18, 2025 at 10:16 AM