GoBlueChung

@edgaralandough I just replaced the battery. Was about $100 and worth every penny.

Don't change the iPhone if the battery starts to drain. Don't change the iPhone if the battery starts to drain. Don't change the iPhone if the battery starts to drain. Apple intentionally set the default settings so that the battery drains quickly. After I played around with the settings myself, the battery now lasts from 6 hours to 10 hours. And this is the method:👇

@long_equity Competition is a beast. No company operates in a vacuum.

Sometimes compounders stop compounding. What lesson do you take away from this?

@LanceRoberts Long before AI the idea that a software company should have the same ability to protect their income stream long into the future seemed absurd to me. With AI the moat seems even harder to defend.

#SaaS companies have been crushed over the last two months as #concerns about #AI have risen. Mind you, these are concerns, and not realities as of yet. However, these copanies are now deeply oversold and the forward #PE ratios have compressed to multi-year lows. For example: $NOW currently trades at a 21x Fwd PE and a 1.05 PEG and they are expected to grow earnings at 20% over the next 5-years. Not making any recommendations, but I always find it fascinating when the media grabs a narrative and overlooks fundamentals. Aren't we supposed to be looking for things to #buy low???? I am not saying the bloodbath is over, but some of these companies are not going away entirely.

@beautyofhelin The crash taking gold down to prices not seen since last week lol.

The biggest liquidity swing we’ve seen in human history! Executed as a massive pump and dump. #Silver #Gold

@RecessionAlert @EconguyRosie It’s almost as if there’s a firehouse of gov spending artificially propping things up…

To be fair there's a lot of stuff that has upended traditional relationships. The almost 4-year divergence between every leading economic indicator known to man and the economy + stock market, as well as overvaluations at historic highs without negative market reaction are cases in point. But there are systemic reasons for these anomalies which we discuss in this research paper : recessionalert.com/lei-divergence…

The two items most inversely correlated with risk assets continue to surge – silver breaking above $100/oz today and gold on the precipice of testing $5,000/oz. That this is happening with the major averages hovering near their all-time highs may well go down as the most bizarre circumstance in modern history. The precious metals complex and the stock market cannot both be right and something is going to have to give at some point. Make your choice.

@dividendology So this means you’re in cash and waiting until the market is in turmoil” to put your cash in the market. Sounds obvious, no?

This is funny. What if you invested in the S&P 500 every time CNBC had a "Markets in Turmoil" special? Well... your average return after one year would be 40%, with a 100% success rate.

@PloutonCapLLC @AnnaEconomist @MauiBoyMacro @TheTerminal Honestly, it’s a pain to shop sales but Costco isn’t the best bang for your buck on most things. It’s super convenient and always a pretty decent to good deal so I still go there. Also the produce quality has dropped off a lot these days IMO.

Our own million prices cpi tracker see many goods inflation rolling over in November. Our CPI preview on @TheTerminal right now. blinks.bloomberg.com/news/stories/T…

@munster_gene @WSJ Interesting thought experiment… wouldn’t a hybrid with a 600-1000 mile range actually be a better daily autonomous vehicle? The cost of fuel when compared to the savings in costs of labor and keeping the vehicle in service longer might be a worthwhile trade off.

Good news for $TSLA. Ford in full retreat from EVs. Hard to see how you build a big autonomy business on the back of hybrids. Ford will take $19.5 billion in charges to write down EV investments, among the largest impairments taken by a company wsj.com/business/autos… via @WSJ

@joecarlsonshow Hyundai motors. Quietly crushing it. Still hold others but Hyundai has grown and the 6% dividend doesn’t hurt either

What are your top 3 holdings?

@StockMKTNewz And quietly Hyundai Motors becomes the second most profitable car maker. Watch them, their hybrid strategy and India business is solid. Not financial advice y'all.

China 🇨🇳 has taken over the car making market over just the last 5 years

@dividendology I've been trying to think about this in a different way... I think another way to view it is that the SP500 has never had so much high tech weighting at the beginning of perhaps the most significant disruption. I'm a value guy but something about this chart doesn't feel right.

The S&P 500 is at its highest price to book value ratio ever.

@traderstewie Hey Stewie, do SK Hynix please

Been a while since I've done a 'Charts Request' session! Let's do one this weekend! Tweet me 1 or 2 stock symbols. I'll analyze the charts and tweet you back the annotated charts! Cheers

@thepmoss @saxena_puru I’m loading up on sk Hynix. Hbm is foundational

@saxena_puru What is an example of an AI company other than NVDA and hyperscalers and big software companies?

Gen AI market projected to ~3x by 2029* AI stocks are currently deeply oversold and pullbacks during secular uptrends are good opportunities. Our portfolio is positioned in some of the leading AI businesses alphatarget.com *Source: S&P Global Market Intelligence

@commonsenseplay @GermannHj Ewy is how I’ve gotten exposure to Korea. Which is the best performing market this year.

@GermannHj This is a good point, there are lots of opportunities abroad!

WHY YOU’RE GOING TO LOSE MONEY ON STOCKS THIS DECADE! Legendary investor Howard Marks puts it bluntly: “When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE.” Today the market sits at a 25x P/E. Add inflation… and your “returns” are negative. So what’s Marks doing? Buying bonds! During the 2000–2002 crash: - Long-term Treasuries: +40–45% - NASDAQ: –78% History doesn’t repeat perfectly, but it rhymes. We might only be in the first inning of the next pullback. I’m already reallocating heavily into long-term bond ETFs like $TLT and $ZFL.TO, and I think they’ll outperform for years.

@Malone_Wealth It’s an interesting comparison. I think there could’ve been a world where covid was the new normal and zoom became the dominant meeting place for everyone. With AI… how much would you pay to have extra IQ points? If things continue that’s what we’re trying to value.

When Zoom ($ZM) was $600/sh in 2020, it had $20 million in income. Now, Zoom is $87/sh with $2 billion in income. What does that tell you about the current Ai companies?

@Wisdom_HQ Unused crib free

@BigRobEnergy Thats awful. My theory is those prices are for all those business travelers who expense their meals and don’t give a damn.

Just ordered this at the Las Vegas airport. One latte. One small burrito. One tiny sandwich. Try to guess how much it cost. 😂 **disclaimer: whatever price your gut feeling is telling you isn’t even remotely correct.

@CapyWisdom @biancoresearch Well said. In other words. How much would you pay to be that much smarter? Or scarier… how much would you pay for your opponents to not be that much smarter than you.

AI in its current form is a mirror of user input (pattern matches speech and text patterns and returns output from similar spaces), so a population of iq 100 will generate iq 100 ai slop, eventually can be tuned so that you can tune AI to produce eg. 120 iq output in an 100 iq society

I've read a thousand bearish stories about AI. Are there any bullish stories?

@Venu_7_ Techwing - they build testing equipment for HBM companies Could easily 10X in a decade as they’re a smaller player with superior tech.

If you had $1M right now and had to put it all into one stock at current prices and hold for the next 3 years which one are you buying?

@dividendology At some point this will happen but something needs to break in order for this to happen. The takeaway is that rallies can happen in a bear market. Fortunately we’re still in a bull market unless something structural breaks. Bitcoin continuing to tank could be that…

During the bear market of 2007–2009, there were: - 5 rallies of 7%+ - 3 rallies of 11%+ This all happened during a 57% drawdown.