Rebel Assets

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.

US-Demokraten lassen Wandbild von Messer-Opfer entfernen, weil es von Elon Musk finanziert wird to.welt.de/w5AUgj8

@alojohhardcore Well… should have bought more.. at the bottom

💥 #BREAKING: SHIPPING TRAFFIC SURGES THROUGH THE STRAIT OF HORMUZ 🚢🔥 MORE VESSELS ARE NOW MOVING THROUGH THE STRAIT DESPITE EARLY CONFLICT FEARS — A MAJOR RELIEF SIGNAL FOR GLOBAL MARKETS 🌍📈 THIS IS A HUGE POSITIVE FOR THE GLOBAL ECONOMY 💰⚡

Banger 😂

@CKCapitalxx @alojohhardcore

Two weeks ago $NBIS signed a $27 billion deal with Meta. The company’s market cap right now is $22 billion. Meta just committed $27 billion to a company you can buy the entire thing for $22 billion. The contract is worth more than the stock. And that is not even the full picture. $NBIS also has a $19.4 billion deal with Microsoft. Signed in September. Nvidia made a $2 billion strategic investment in March. So in the last six months alone: $27B Meta deal. $19.4B Microsoft deal. $2B Nvidia investment. That is nearly $50 billion in contracted commitments and strategic backing from three of the most powerful companies on earth. The market cap is $22 billion. This is not a valuation debate. This is a market that is panicking and selling everything indiscriminately. $NBIS guided $7 to $9 billion in ARR by end of 2026. Q4 revenue was up 503% year over year. They are not missing demand. They are supply constrained. Every available rack is sold out. The CEO built Yandex into a $30 billion company. Lost it to Putin. Rebuilt from zero. Landed the three biggest AI companies on earth as customers within two years. $22 billion market cap. $27 billion Meta deal alone. The market is being completely irrational even with current macro conditions.

Lorenz Beckhardt, der in den Tagesthemen forderte, fliegen so verdammt teuer zu machen, dass wir davon runter kommen, macht gerade Urlaub in Indonesien. #OerrBlog

@alojohhardcore @AdrianHochmann 😉🤞🏽👍🏽

@slamdust @alojohhardcore Everything’s turned on since the beginning 👍🏽

@RebelAssets @alojohhardcore Hey mate, switch on notifications for both post and replies. AJ has been updating us.

@lonbom @ThibaudBast @alojohhardcore Sell low buy high - that’s the drill

@ThibaudBast @RebelAssets @alojohhardcore Late = don't sell at the bottom.

@ThibaudBast @alojohhardcore Late means - imo - that the markets have already significantly sold off.

@RebelAssets @alojohhardcore That makes sense, thanks. I was confused by the “late” part but I imagine it means selling late in the downturn, i.e. close to a return to more positive days.

@ThibaudBast @alojohhardcore Better to eat the vola (mentally deal with the strong sentiment driven ups and downs in the portfolio) and stay put then „De-Risking“ (selling positions and missing sharp / strong up-moves) I guess.

@alojohhardcore Thanks, AJ. Could you elaborate on point 4 “I would rather ride through the volatility than de risk late”?

@elonmusk Hahahhaahahahahahahha

Probability of me getting a fair trial if this is how the judge dresses is 0.0%

@alojohhardcore Ready this while my META ON gets filled lol

@alojohhardcore @m0rph3V Great input, thanks for sharing public!!

@alojoh 👃👃👃👃👃

I smell Deepseek in the air

@alojohhardcore Fuck them, sleezy-ass media ppl. Worked WAY too long in this area. Wouldn’t recommend. 1/10

@fmalzoni @alojohhardcore @jeffhcincy This ⬆️👍🏽

@alojohhardcore @jeffhcincy They will twist everything you say and make it a hit piece, as usual

@alojoh @MarkosDV87 My hamster just created a chip (1 nm) better than Nvidia after I told him who to use Claude actually

@MarkosDV87 According to accounts on X Alphabet makes better chips than Nvidia Huawei makes better chips than Nvidia AMD makes better chips than Nvidia Tesla makes better chips than Nvidia My grandma makes better chips than Nvidia. ...and now even ARM makes better chips than Nvidia.

A new guy on the field playin' hard datacenter pivot role ⁦@alojoh⁩