Jack

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Jack

Jack

@hiro_invst

Buy the dip & short the VIX

가입일 Haziran 2025
95 팔로잉125 팔로워
Jack
Jack@hiro_invst·
Dont chase now… $NBIS $AMD Bullish long term, but easy to get burned if chasing.
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Jack
Jack@hiro_invst·
$GRAB Is such a great play right now You buy at these levels, and you will be rewarded
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Jack
Jack@hiro_invst·
$NBIS keeps rippin! Trimmed some gains last week, just feel we might get a pull back, but idk..
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Jack
Jack@hiro_invst·
@ChrisCamillo Thanks Chris for teaching us to take a step back and focus on the bigger picture when theres so much noise
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Chris Camillo
Chris Camillo@ChrisCamillo·
Few weeks ago just retail misfits pounding $AMZN while everyone cried about $200B capex. Now they’re piling into pro-Amazon takes. If you can’t hold conviction when it’s ugly, post all you want, just don’t expect anyone to listen.
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Mike
Mike@MikeLongTerm·
BREAKING $GRAB Short Interest went down🚨 Short Interest 235,244,673 shares - source: NASDAQ Prior SI was 240,998,610 shares or went down 5.7m shares This is how $GRAB been consolidating in range for the last 13 trading days. As soon as they covered a bit, $GRAB price action starts to improve. $GRAB Short sellers give me small 🍆vibe!
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Mike@MikeLongTerm

$GRAB X Day Full Video 🤖📽️ ~AI Coach/Merchant Assistant to help drivers and merchants to earn more money- AI first w/ HEART! ~Work with @OpenAI, and rolling out to millions more. ~Embracing AI is the only way, the better future/reality ~Infermove robot and Autonomous Shuttle= Fully embrace Physical AI. ~Expanding Intelligence Layer from the cloud to Physical world Everyday Guide Product? ~The Indonesia minister discussed building AI data center, where Anthony said to subsidize AI compute to merchants, drivers and users. This led me to think $GRAB may start a small scale data center to service its compute demand, as it would be cheaper to own than rent. CPO- Philipp Kandal ~20 billion rides and orders $GRAB serviced ~Upgrading The SuperApp to Everyday Guide ~ Introducing Group Ride: Up to 4 people. (lowering cost-more affordable products) ~ Fares will be split by route, not evenly. Save up to 40% ~Group Order on Food (spliting bills with more saving) and Grab More to lower delivery fees ~GrabMap- Nudge on arrival with weather alerts. ~Grab AI Assistant (GrabGPT- Called it!) ~ Launching "Cash Loan" to consumers, based on users spending/data.(Grab FICO). Consumers to select payment plans they want. ~Grab Personalised Travel Experience- Inform users on travel information. E-Sim on Grab SuperApp at destination and other features ~Social feed on Food posts/pics for users to find a place to enjoy- Eatfluencer= This is somewhat like Yelp but on Grab SuperApp ~Grab Local Pay, when linking your credit card for tourists. ~GrabStays-Booking through Grab. Partnership with nuitee, all in grabapp. Will be adding experiences later ~Virtual Store Manager to help merchants on daily operation and monitoring. ~Introducing Tap to Pay: Turning Merchants' smartphone to accept payments- Enterprise-grade checkout. POS (point-of-sale) system ~ Cloud Printer: receive and print orders directly in the kitchen. It eliminates manual order management by instantly printing customer receipts, reducing cashier workload and streaming operations. ~Think of Virtual Store Manager, Tap to Pay, and Cloud Printer like Toast. I expect Grab to expand more products that are designed specifically for food service and retail. What I like: 1. Soon to own small scale data center to lower compute cost 2. Group Ride, Group Order, Grab More are all more affordable products that will accelerate MTUs and convert them to DTUs 3. GrabGPT 4. Cash Loan is interesting, so the more users use the ecosystem, the more they can borrow. Encourage more frequent usage. 5. Yelp-like Social Feed or Eatfluencer for users can view/select the top/best places to buy 6. Booking and expanding more tourism features, which will benefit Grab as SEA may hit new record high in visitors by end of 2026. Grab to introduce experiences and more booking features later. I talked about allowing individual to offer room/floor/studio or Abnb like, which will create more affordable stays for tourists and generate income for users/merchants 7. Toast-like offers for food service and retail.These new products will improve efficiency and boost revenue for merchants. Source: Grab Official Youtube Channel

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Jack
Jack@hiro_invst·
@EquityAndy Need a strong Q1 In April, or some major news.
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Jack
Jack@hiro_invst·
Bought more $GRAB today. $7 Is coming.
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Jack
Jack@hiro_invst·
Is this the time to go long $HOOD ? Trimmed some $NBIS today, might rotate to Robinhood…
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Jack 리트윗함
Kraken Robotics
Kraken Robotics@KrakenRobotics·
Kraken Robotics has successfully demonstrated its KATFISH towed synthetic aperture sonar and autonomous launch and recovery system (LARS) from SEFINE’s RD-22 unmanned surface vessel (USV) in coordination with SEFINE SISAM. Read the full announcement: ow.ly/jA3b50YESkb
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The Long Investor
The Long Investor@TheLongInvest·
$OSCR is going to $45 Holding support at the 200 WMA now at $12
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Jack
Jack@hiro_invst·
So what happend to Analyst #1 and #2 ?
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Jack
Jack@hiro_invst·
Trump just sent my stocks back to the stone age.
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Jack
Jack@hiro_invst·
If you invested in $NKE 10 years ago you would be down…
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Jack
Jack@hiro_invst·
Feels like the macro is quietly lining up for Bloom Energy $BE Power demand is climbing, grids are stressed, and reliable on site generation is becoming a necessity. Not saying it rips tomorrow, but this kind of backdrop is usually where you want to start paying attention.
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Jack
Jack@hiro_invst·
U.S. tech stocks just hit a rare setup: - Cheaper today than on Liberation Day last year - The massive premium to the rest of the market has nearly vanished When that yellow premium line crosses zero… it’s often a generational buy signal.
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Jack
Jack@hiro_invst·
How many beers before a job interview?
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Jack
Jack@hiro_invst·
IRAN just launched a nuclear bomb at my portifolio
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