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Following1K
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@evrgn11112231 Makes me wonder if KKR is interesting. Everyone sold down bc of software.
@evrgn11112231 The Anatomy of a "Turn" Trader
@evrgn11112231 @pitandhummus Yes you’ve been consistent there. And correct. The mult spread has massively corrected Much less capital intensive than most of these mega caps except MA!
@evrgn11112231 @pitandhummus Is there a stock where you sized/had confidence in/duration/ stubborn conviction and eventually sold bc it didn’t play out? And thoughts on NVDA being the next sized holding ?
@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital Ha. Exactly. I’m starting to wonder if $NVDA will be your largest position next year. Eventually it’s recurring. Zero capex (relative to the ones everyone talks about)
@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital I follow you a lot on new ideas. I greatly respect your conviction. Again inevitable is so powerful. $GEV another easy example but I’ve been out now and lean short $CAT as of last week.
@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital I think respecting flow creates opportunities. Respecting you’re not a complete genius and understanding risk reward. Leads to selling too early and adding to great names on stupid flows. I respect the stupidity of $MA recently and added a LOT then trim Friday on big alpha
@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital Yes bme was seeing the ball and experience. Funny get mocked when it was a quarter early. When in reality it was an opportunity. And then being able to buy up 7 percent which was nothing is true grit. I’m always early. Entry and exits. Bc play the rotating risk rewards.
@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital Yes. The by far most profitable trades I ever had were selling otd puts with upside calls in the exact names big caps you talk about. Like not even close wheee you wear flip flops into the office knowing how awesome it’s gonna be
@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital They often confuse people though he NEED performance. That is the crux of opportunity. Look at druck with teva. Same things repeat every year. I applaud stubborn with conviction. Can you give an example of when you actually changed your mind and left after waiting.
@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital Inevitabilities are very powerful.
@evrgn11112231 @ggpcap bullish. new models are improving. They kick out better products. the core is absolutely on fire. Each person spending 59 min a day on FB/IG Vs 48 min. Before AI. Add in ad load and pricing HSD. Bonkers. $ASML 2.0 monopoly
@PythiaR @Flash_Capital_ He also massively trimmed goog as he was worried about AI only to now buy it back.
@evrgn11112231 @Lazarus_Capital It’s simple. It’s more important than your hardware. How else will a grandparent connect to see highlights of their 9 year olds AAU highlights. Managed by the parents. It hits all the emotions meanwhile the parent and kid slowly choose to buy a rogue box jump! Top funnel
@evrgn11112231 @AestheteCaveman Meta will take it all the way to Supreme Court and argue first amendment. Will take years….years. In the meantime stock will hit 3,721 and be the next PM. It will be an upper decker HR
@evrgn11112231 @AestheteCaveman Litigation takes multiple years. While Tort lawyers for you pages all OF
@evrgn11112231 @CheapStockGuy @based16z On the road on spring break and thinking about the structural tailwind of all the commuters on IG during rush hours. Prime demographic exploding CPMs all because of self driving. So spend 150bln more on capex Zuck and litigate. Meta Moat
@evrgn11112231 @CheapStockGuy @based16z I mean everyone said hohn is amazing. Interviews and clips at the start of the year. He’s probably down 12 -14 percent ytd. Who cares. So much random noise.
@evrgn11112231 @CheapStockGuy @based16z Nothing discussed about Meta is a step change that changes the core underlying thesis. The company is just continually future proofing time spent. Self-driving will have a bigger uplift than any of these topics. Usage on Instagram explodes. Literally scrolling during ncaa tourn
cam kinda iconic @aheartstrg
45 Followers 2K Following pinterest board brought to life 📌 mutuals only
pitandhummus @pitandhummus
410 Followers 3K Following an investoooooor; only the paranoid survive; disclaimer: not investment advice, views are my own and just opinions.
Hvntting @hvntting
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Jason @jason_zig
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Zigpoll @zigpoll
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スイングトレー... @Craotug313541
54 Followers 2K Following 【完全無料】 25年の株式投資プロチーム(運用資産500億円以上)が提供:毎日の市場分析レポート + 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
SupplyChainTrade🇺�... @Ypiebe706
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56 Followers 2K Following 【完全無料】 25年の株式投資プロチーム(運用資産500億円以上)が提供:毎日の市場分析レポート + 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
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SectorRotation🇺�... @Qoolkef96195
47 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
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62 Followers 2K Following 【完全無料】 25年の株式投資プロチーム(運用資産500億円以上)が提供:毎日の市場分析レポート + 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
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44 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
WallStreetRader🇺�... @Avralqoo140171
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Trade Whisperer @TradeWhiisperer
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THE REAL MAMI @Therealmamiwwe
130 Followers 1K Following Paint the walls RED. 🩸 2x Women's World CHAMPION •PRIVATE PAGE•
Peace of Mind Wealth ... @PeaceofMindWM
89 Followers 196 Following Over a decade on Wall St. in II-ranked equity research. CFA. Made the switch from advising the world's biggest hedge funds, to helping everyday people.
Enrique A.b @enabeyta
296 Followers 3K Following 25+YEAR STOCK MARKET WARRIOR - Editor @HX_Research, CEO - New Press Vinyl, Project M / @revolvermag Check out our research at https://t.co/0Mlfm9h4uj
Kaushiks @bigbullcqp_
338 Followers 7K Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/YdDRCrzFQH
AltayCap @AlltayCapital
113 Followers 4K Following Long / Short equities. Value investor. Istanbul. Nothing I post is investment advice. https://t.co/7jcl1RX2rE
Thousauh @Thousauhfzi
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EXIST @EXIST1047624
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Bucket Shop Capital �... @buclketshopcap
294 Followers 6K Following Private investor. Former allocator and buyside TMT analyst.
M. V. Cunha @mv_cinvesting
450 Followers 7K Following Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
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Welfare Capital (Jack... @Pray4Equity
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Vacation Capital @hastyslowly
1K Followers 807 Following A mind split between studying how businesses create value and pondering how humans create purpose, trying to make sense of markets and existence alike.
Jared L Kubin @JaredKubin
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The Claude Portfolio @theaiportfolios
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Evergreen Capital @evergreencap3
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53K Followers 18K Following 🏰 - I write about AI, mostly. Expect some strange sights.
🚨 AI News | Testin... @testingcatalog
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CosmicKittensNFT @_cosmic_kittens
46 Followers 216 Following CosmicKittens is a generative animated 3D NFT collection of 4,444 unique kittens returning from space that need a loving home 💖😸 https://t.co/F6nXULZl5F #NFTs
Lisan al Gaib @scaling01
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Ori Goldberg @ori_goldberg
64K Followers 1K Following I am a former academic with PhD in Middle Eastern studies. All opinions appearing here are my own. Look for me at: https://t.co/VBRPLPLGT4
OutspokenGeek @OutspokenGeek
4K Followers 28 Following Just an outspoken geek, with a side interest in finance, investing and semiconductors. Not advice. https://t.co/3fzuVDPQrh
Curious George Cap @ProsusForAll
2K Followers 399 Following Interested in companies with long term potential, ideally managed by an aligned & talented team not investment advice / DYOD
Sar Haribhakti @sarthakgh
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Jared Sleeper @JaredSleeper
18K Followers 2K Following Partner at Avenir, where I invest in startups. Here to bring some analytical irreverence, while trying to add a little information to the world. Views my own.
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4K Followers 247 Following Macro Equity PM @ multi-strat | Dartmouth Football ’08 “Be bold, and mighty forces will come to your aid.” Views my own.
Expectations @variantview_X
596 Followers 4K Following Investing based on quality and expectations…rinse and repeat. On a journey to find variant perspectives.
Manus @ManusAI
249K Followers 29 Following Manus from @Meta is the general AI agent that bridges minds and actions: it doesn't just think, it delivers results. Telegram: https://t.co/kdHdNxZ6xF
CEO Watcher @CEOStockWatcher
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Peter Steinberger �... @steipete
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Dr. CFA|CMT (PhD) @flippyfloppy52
470 Followers 76 Following Homo sapiens| 1 of 8 Billion| Traveling at Celerity in Spacetime| PhD (Dr. of Philosovesting)| CFA (Certified Financial Ape)| CMT (Certified Monkey Technician)
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