dboy
3.7K posts
here me out:
- raise $100M fund
- go all in 1 stock
- sell for 10% profit
- relax the rest of the year
this would put you in the top 1% of fund managers
Kevin Xu@kevinxu
with a single trade i'm up 45% this week and beating the $SPY this year. why don't more fund managers do this?
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@DjokovicFan_ Or to give old man Djokovic more time to recover? like use your fucking biased brain
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Did Wimbledon deliberately schedule Novak Djokovic - Jannik Sinner second so Sinner gets to avoid the extreme heat?
The players with the extra day of rest have always started their semifinal first... until now.
Coincidence? Or deliberately done to help Sinner?
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This joke turned into one of the best investments I ever made in my life.
legen@legen_eth
A month ago Nancy Pelosi spent millions on $NVDA call options that expire 12/20/2024 at $120 Today I copied her trade (paid a little more than her but only by around $3 per contract) We’ll see how this plays out 🍿
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ELON MUSK: ADMITS HE WAS WRONG ABOUT ANTHROPIC, CALLING IT THE CLEAR LEADER IN AI WITH NO COMPETITOR MATCHING MYTHOS/FABLE; EXPECTS MYTHOS 2 IMMINENTLY; PLEDGES HE WOULD NEVER CUT OFF ANTHROPIC IN A MANNER THAT HARMS THE COMPANY, CITING TESLA'S OPEN-SOURCING OF PATENTS AND SUPERCHARGER NETWORK AS EXAMPLES OF HIS COMPETITIVE PHILOSOPHY
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Leaving out the Italian, Jewish, and Irish enclaves in NYC is like leaving out Mexican and Persian enclaves in LA.
It’s not an “oopsie!” This is deliberate subversion. The communist must erase your history so he can demolish your home and make it his own.
New York Post@nypost
Mayor Mamdani's map of NYC immigrant neighborhoods sparks outrage for ignoring Little Italy: 'Terrible mistake' trib.al/EEDtYW8
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@qcapital2020 Given after massive drawdowns in all the momentum names lmaooooo
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@evanreiser @nontechtechclub @AnthropicAI @Abnormal Is it or is it not confusingly similar haha very simple question. Nobody said trademarks.
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@nontechtechclub @AnthropicAI @Abnormal Anthropic argues that our “/\\” logo is confusingly similar to their “A\” yet they don’t have a registered trademark that gives them a monopoly over every AI -adjacent A/ design in cybersecurity
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.@AnthropicAI has filed a lawsuit against @Abnormal
claiming we copied their brand to mislead security customers, and they are asking for “all revenues, earnings and profits”
This is obviously not true. They don’t own every A/slash design in AI cybersecurity, and they don’t get to turn a logo dispute into a claim on Abnormal’s entire business.
It would be easier to concede quietly. But Abnormal was built on trust, innovation, and intellectual honesty.
Values are what you do when tested (especially when inconvenient) Our behavioral security platform and our AI models are ours.
Everything meaningful about Abnormal was built the hard way: the technology, the customer relationships, and the trust. We earned that trust by protecting customers, and we will defend it.
My blog post about it (link below):
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"Adobe has a new competitor"
The new competitor in question:
$ADBE
M. V. Cunha@mvcinvesting
Higgsfield AI, an AI video startup built on $NBIS infrastructure from its early days, has reached $500M in ARR. In just 14 months. “We did it while becoming cash-flow positive.” 390 Fortune 500 companies now use the platform for their campaigns. Very impressive.
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this was the alert when $SHAZ was near $69 btw x.com/kevinxu/status…
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NEW ALL IN*: $SHAZ @ 72.37
ALERTED TO SUBS FIRST NEAR $69
Thesis is simple. They're the Australian $NBIS and Leopold holds 19.9% ownership.
Here's what I saw:
- Leopold bought on 6/22 at $68.73
- Leopold disclosed on 6/29
- Leaked Anthropic docs reveal plan to secure 1.4 GW of compute in Australia
- Serenity tweeted about it on Sun 7/5
- Popped 17% on Mon 7/6
- Fully round tripped today to ~$69
Entry price too buttery so I just had to go all in*.
Catalyst is any bounce on good data center-y news and Anthropic deal rumors.
Leopold's wife is chief of staff at Anthropic btw. Probably nothing.
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*As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again.
Currently at $57K.
Realtime alerts to subscribers. Summaries after market close to non-subscribers.
As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.
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Call me Kevin Leopold from now on.
Thank you ❤️
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@ViralMuzik1989 thank you sir! I took out five mortgages on my house and also sold my kidney on the black market to go all in.
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Sentiment check:
On June 3rd, when $IREN announced the 800 MW Bondi acquisition in Australia, the stock was trading at $70.
One month later,we’re at $38 and sentiment has completely collapsed.
Ask yourself:
- Has the secured power pipeline shrunk from 6 GW?
- Has $NVIDIA or $MSFT pulled back from their contracts?
Why do you think you suddenly know better than the Microsoft or Nvidia?
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@Invest_Brandon hahahaha don’t forget about the $275k in collateral that’s getting inflated away… Fucking larp
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Someone paid me $64,499 to agree to buy their $META shares at $550... 2 years from now.
Say that out loud. It sounds fake.
They handed me $64k, instantly, for a PROMISE
A promise to buy a company I already love, at a price I'd be thrilled to pay
If $META never drops there? I keep the $64k for nothing.
If it does? I buy a great company at a discount... & STILL keep the $64k.
& my base portfolio secured the whole trade, so no cash drag like CSP
This is the power of the portfolio secured put
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This is a very simple way to make millions in the stock market. Make sure you save this for your notes.
Most traders lose money the same way:
- You see a stock down 30% and think it's cheap. You buy the dip. It dips more. You buy again. It keeps falling.
- That's not buying the dip. That's catching a falling knife.
Here's what to do instead:
1. You never buy a downtrend. A stock falling is falling for a reason. The reason doesn't matter. The trend does.
2. You wait for the accumulation zone. This is where the stock stops making new lows. It trades sideways depending on the timeframe. Volume dries up. Nobody is talking about it anymore. That's the setup.
3. You then start buying in the accumulation zone. Not before. Not during the downtrend.
If you're stuck in a downtrending stock, buy more once you see accumulation start to happen.
Only buy DURING and AFTER the base is built. Not before.
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$BABA up 12% today. Remarkable timing from Cathie – sold all $BABA to buy $SPCX.
Goat
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@goodserdboy Nope not sold a single share, yes sitting in a 50% drawdown… but my avg is around 9$
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@goodserdboy @kevinxu More than half a milly a year to sit on my ass, I’ll take it
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$MU: This is not a stock but a commodity.
Commodities have cycles just like gold and silver.
Semis are cyclical in nature.
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@ViralMuzik1989 hahahaha did you or did you not sell at $70 and now are sitting on a 50% drawdown lol
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@goodserdboy Not really, same could have been said at 18$, when $IREN moved from 5$..
that’s why it’s very important to know what you own, else it’s easy to fumble away your stock at a price point which doesn’t align with its true business value.
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Nothing has fundamentally changed, it’s comical that people are capitulating + shorting this company
$IREN is primed for a generational run from now to end of 27’
Bookmark this
FreeFromMatrix@ViralMuzik1989
Sentiment check: On June 3rd, when $IREN announced the 800 MW Bondi acquisition in Australia, the stock was trading at $70. One month later,we’re at $38 and sentiment has completely collapsed. Ask yourself: - Has the secured power pipeline shrunk from 6 GW? - Has $NVIDIA or $MSFT pulled back from their contracts? Why do you think you suddenly know better than the Microsoft or Nvidia?
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