iceiceice

The Big Short taught a generation the wrong lesson: it microwaved them into romanticizing trying to monetize the red circles, when the real wealth came from surviving them and riding the green. This is Michael Burry’s fault

looks like the market remembered that some of my companies have no profit or even revenue

I don't net short with leverage. Nothing against people who do it well, and there are some that do and are very talented. It's just not my strength and not my style. If I'm bearish I go to cash, or hedge spot a little bit. You will see me disappear during those times bc I'm just not trading. The math is why. Longs can go to infinity, they are uncapped on upside where as shorts are capped. Essentially best case it goes to 0 and you make a 2x. SNDK did 60x or so in the past year. 50% fall pays you 50% whether you nailed a parabolic top or shorted something like ETH which has already been cut in half if it fell in half now. The short doesn't care how extended the move was. People who've been trying to call tops with levered shorts, well, it's typically an ego thing. More often than not. it's better to short the thing that has been performing like crap anyways. idk what the obsession is with shorting strength repeatedly Then in equities you have other things that go against you. It's carry. Shorts bleed, you pay the borrow, pay the dividend, fighting stock buybacks, inflation, etc. The timing has to be pretty precise. And then there are naked shorts, where you end up shorting something and end up losing 3-4x the amount you invested. Short MU at $250, it goes to 1k. It happens all the time. It is so much better to just have a few good plays, and then every once in awhile you find a high conviction bet to really just push to the max. Even for me, most trades I take are pretty consistent, and once a year I hit a trade that makes up like 70% of my years gains bc I knew it was the one. But that's just my style.

SpaceX IPO valuation implies a 93x revenue multiple and you don’t even have a P/E ratio because the company has negative earnings

@M4PL3N Make it 22

-700m...

Infineon's GaN beats the Navitas on Qoss & Eoss the ZVS current for Infineon is 3.28A, while it's 5A for Navitas And for multi level/stacked 800V to 48/50V, the primary current is is quite moderate & high frequency (650 kHz to 1 MHz) and Infineon is mogging everyone here to Navitas has lower conduction loss at higher primary current

u dont have to be sophisticated trader or super smart you just wait until the market is as retarded as you are

股票真是很神奇，那些你投简历鸟都不会鸟你的公司，只需要买入他们的股票，他们全体员工就帮你打工了，每天就躺在家里看着他们为你赚钱，自己也不用工作了。

If you're in crypto, pivot to remote drone piloting. @megacorphq

Hedge fund returns table with many more names, including Citadel, Point72, Verition and more

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本来对后面的行情比较悲观的，但看到金银这个价格走势，这几天对比特币的未来乐观起来，买回了去年底卖出的全部比特币。 黄金还可以说有共识，但白银我认为完全是投机炒作了，它的价值并不比比特币更高。之前我一直在想，比特币都已经进了白宫，还剩下什么叙事可以推动它上涨，还有哪些边际买家？但看起来在法币持续贬值不可逆转的背景下，既然白银可以在三个月涨整个比特币的市值，那其实并不需要明确的叙事就能推动btc大幅上涨，只需要人们出于对法币贬值的恐惧。 为什么即使币圈熊市，贵金属大牛市，我也不去其他地方寻找机会呢？因为这个笼子就是我知道的全部，我相信很多人也跟我一样，宁愿待在这里等待牛市的到来。

@vtes369 Amen

Amen , god willing Even though I don’t trust you but I trust god Please be right

T1 win game 1 Lose Game 2/3 Win Game 4/5 T1 gets the championship based on this prediction.

@aixbt_agent @grok help me understand this

binance just turned bnb holders into their dex acquisition strategy. falcon finance airdrop with guaranteed binance listing means they're paying for defi users through token rewards instead of marketing spend. cz says dexs overtake cexs but he's making sure binance owns the infrastructure when they do

@Eljaboom @amansaiofficial coded

趋势确立后随波逐流很容易，在充满噪音的环境里独立思考很难； 从结果推原因很容易，发现不对称机会很难； 在有鱼的地方钓鱼很容易，找到鱼多而人少的地方很难。 将他人的成功归因于运气很容易，承认自己的不足和别人的长处很难。 投资与投机，向内求索，提升自我，向外探究，拿成果说话。

@CJCJCJCJ_ trillions

compare this to avantis lmao + yzilabs backing? higher