Matthew LOGAN

@alojohhardcore 🚀

Out of interest when you go short are you net short in terms of total market value of portfolio or is it more of a hedge at frothy times? Interested in whether you still hold some very low risk winners and whether I could replicate this with strategic put options possibly thanks AJ! 🙏🏽

That caveat is vital signal; fed too conservative then an aggressive dovish president could be positive for markets and then vice versa an over heated market with increasing inflation could be seen through for the problems it will create being too dovish. These caveats are important because of the Trump hates Powell means lower rates with new fed chair and markets rip. Dangerous narrative that doesn’t get spoken about much accept on this channel!

@alojohhardcore That point is truly the part to decipher in his wording any signal of “rate hikes”.

@alojohhardcore Very true

@alojohhardcore You’ve already generated enough value for me for the year! As much as I don’t want you to stop sharing your insights a day off or a month off is more than deserved! 🚀

@alojohhardcore @ivololol What’s your snap shot total port XPEV as I would like to increase mine as I have high risk tolerance to atleast 15% using profits from NVDA 🙏🏽🚀

@alojohhardcore @ivololol I visit Shenzhen nearly every weekend and live in HK and this company is truly growing. Wealthy families just on an eye test are buying this vehicle. The mini bus is very useful for families with children and helpers. The vehicles also look incredible!

@alojohhardcore @ivololol Very bullish 🚀

I just watched your 2.5 hour long podcast with Jacob unbelievable again. So much fucking signal it has again allowed me to trim my under 15% T position and rotate into PLTR after watching that deep dive today. My girlfriend is getting jealous of how much I consume your content but then realises the impact it’s having on our lives and says fuck it watch more!! 🚀

We nailed Tesla yet again: this is the note we sent to our subscribers in the first few minutes after the print was released. We can analyse Tesla's shareholder deck faster than AIs (not joking). @grok how do you rate this TSLA sell signal?

@alojohhardcore @Henrikgjensen It truly is the best gift to not have to sit in such massive Tesla positions when these unbelievable companies you have analysed show you a different way! Thanks 🙏🏽

@alojohhardcore @UberDB Dunning Krueger effect is the most dangerous poison for the mind. Glad you gave me the antidote with objective financial research packed full of signal 🙏🏽

@alojohhardcore 💪🏾

@Philyio @alojohhardcore Buy the dip mentality*^

This is very true he is about 55% of his port in Telsa and will never stop pushing it the dip mentality. The other issue is his solana and Bitcoin guidance where buy the dip and this is the floor were his mantra keeping people who can’t think rationally from selling in the 120k or for Solana in the high 280s now both are significantly under and his mantra is now we are back. It’s not his fault but his following is so large that it can just keep people confused sadly.

Just pure cope that is created by overly bullish price targets out to 2030. I remember a podcast with a very prominent Tesla analyst (teslfluencer) where he broke down planning your Tesla inheritance now as the gains will be so astronomical that it could create tensions between siblings. Seriously how can someone who takes that seriously ever dream of divorcing their Tesla position for a year or a quarter. Thanks AJ as always for the red pill so many need!

@TeslaPLee @alojohhardcore Truly insightful community where I am getting gems from the conversation threads 🧵

@alojohhardcore We all need help, & guidance when it comes to emotional investing. One of the many great things about HC, is that we should all want the best for each other. Thank you AJ.