Category: Don's Trading Desk

Don's Trading Desk

Bitcoin's "No Shorts" Problem Is About to Crush Tech Stocks

Don Kaufman here. I just shot my weekend market video, and one insight jumped out that could blindside tech traders next week. I identified a critical flaw in Bitcoin's current structure that could trigger the next major tech selloff - and most traders have no idea it's coming. One of the biggest is

Don's Trading Desk

3 New Trade Ideas For You

Don Kaufman here. I was on Trading 360 this morning, and honestly, this market feels "slop tastic" right now. Nothing matters - not financials, not energy, not retail. Nothing matters but tech. And we're literally starting to see rotations within the tech sector itself. Everyone's asking about a San

Don's Trading Desk

You Can Fit Five Walmarts Into One Apple

Don Kaufman here. I've been up since way too early this morning, clearly over-caffeinated, and I just spent an hour doing math that's going to keep me awake for the next week. All of healthcare equals one chip company. Every bank and oil company combined is smaller than Nvidia. You can fit five Walm

Don's Trading Desk

They're About To Rope You In Again

Don Kaufman here. I'm watching people celebrate right now and it's making me absolutely sick. You know what that Thanksgiving rally was? It wasn't the market getting healthy. It was the most violent move I've seen in 15 years designed to do one thing - get dumb a**es back in the market right before

Don's Trading Desk

My Thanksgiving Escape Plan Is Already In Motion

Don Kaufman here. Happy Thanksgiving from someone who's timed family visits better than most option spreads. Let me paint you the picture: My wife's family flies in December 4th. My parents arrive December 5th. I fly out December 5th afternoon. There's less than a 24-hour crossover period, and I've

Don's Trading Desk

3 New Trade Ideas For You

Don Kaufman here. I had a great time on Schwab TV this morning breaking down what's really happening in this market. Everyone's asking: Is AI a bubble? Here's what I told them - we're in the latter innings, and it's all about rotation now. Google versus Nvidia. That's it. That's all that's really le

Don's Trading Desk

Google Just Pulled Off the Greatest Market Cap Heist in History

Don Kaufman here. First things first - I'm going live at 2 PM Eastern today to break down exactly how to trade this insane volatility we're seeing. The market's gone completely schizophrenic, and if you're not positioned correctly, you're going to get run over. Join me in 15 minutes. Now, about Goog

Don's Trading Desk

Why I Think Bitcoin Is the Biggest Pile of Crap Ever

Don Kaufman here. I think Bitcoin is the biggest pile of crap ever, and it has nothing to do with the technology. It's because you can see what everyone’s doing on it. And that p****s me off to no end. As a trader, do you want full transparency? It's like playing a game of cards

Don's Trading Desk

Your Timing Always Sucks in Volatility

Don Kaufman here. My phone was ringing all week. People calling me, freaking out. "Don, what's happening? NVIDIA crashed! What do we do?" Then Friday hits and suddenly it's "Don, we're up 700 points! Should I buy the rally?" I'm sitting there looking at my screens thinking: Are you kidding me? The D