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[@MommasOptions](/creator/twitter/MommasOptions)
"So lets take a walk down memory lane. back in Jan-Feb I said I see $BABA 180ish by Aug . sue me one month off"  
[X Link](https://x.com/MommasOptions/status/1970837623674691990) [@MommasOptions](/creator/x/MommasOptions) 2025-09-24T13:08Z 4673 followers, XXX engagements


"Ooooofff alright the bad news is. thematic portfolio took a licking but kept on ticking due to hedges in $KRE $WAL $ZION $XLF $UUUU $TZA $SPY $QQQ etc etc etc Throwing the baby out with the bath water kinda. I think semis LC high beta names need to get hit before we can bottom. I have to say I did buy some $IREN at the close. Not in a rush to add So what happens if we get no gap up tomorrow or BTFD vibe like ASAP . I think lower still within a bull market. Today kinda felt like the regional bank crisis. All I can say is guidance and capex needs to be stellar"  
[X Link](https://x.com/MommasOptions/status/1978951264453947455) [@MommasOptions](/creator/x/MommasOptions) 2025-10-16T22:28Z 4672 followers, XXX engagements