تغريدة مثبتة
Bulgarian Quant Investor
936 posts

Bulgarian Quant Investor
@PureDataTrader
🧙 LOTR nerd | 🔢 Data-driven | Shitposter | 📋Stats & insights | ⚠️ NFA | 😴 Boring spot trader 🐢
انضم Ocak 2026
162 يتبع141 المتابعون

Crash usually leads to rotations from industry to industry. If you dont have the cash at hand to take immediate advantage you will be holding for a while. If you bought SP500 around the top levels of 2000, you will need to wait 14 years for 10% profit, regardless of how much you added meanwhile. 2020/2022 was not a crash, just a blip.
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@stevehill1mil Both require discipline? But correlation doesn't mean causation in any way here
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@Vintelligenc3 No forward guidance is funny, ngl
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@Esoteric_Though @NotA_Bull I dont need them to be explosive. Question was just to outperform SP500. Pretty sure they can. Especially given how valuable both are in the whole AI cycle.
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@PureDataTrader @NotA_Bull Definitely not two of the largest market caps with equally high P/E ratios.
Based on the fact that the largest companies in the world with extremely high P/E ratios are not likely to be explosive growers
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@Esoteric_Though @NotA_Bull Why what are yours and based on what data you are saying it.
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@cmsinvests I rarely touch calls. But I'm holding for 6 months now, really want to let see it to 30.
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Bulgarian Quant Investor أُعيد تغريده
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Space isn’t real.
SpaceX is going to $0.
Retail is going to get rekt.
Kalshi Finance@Kalshi_Finance
JUST IN: SpaceX $SPCX stock erased $180,000,000,000 in value
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@PureDataTrader @drayinvests Where do you have this data from? Even Michael Saylor selling bitcoin:native moves the market.
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@DeItaone Trump will lose it lol. This will be a fun tweet to read
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FED LIFTS RATE PATH, INFLATION OUTLOOK RISES
Federal Reserve projections show the median fed funds rate rising to 3.8% in 2026 (from 3.4%), 3.6% in 2027, and 3.4% in 2028, with the long-run rate unchanged at 3.1%. Officials now expect higher inflation through 2026, with PCE not returning to the 2% target until 2028. Growth is slightly lower, unemployment broadly steady. Only 18 of 19 policymakers submitted projections.
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