QME
BULL CE RBTIANI.
53 posts
Congratulations and good luck to my good friends on their autopilot release.
I've known @CKCapitalxx @VantixResearch for a few years now and vouch for them highly.
Make sure to support their next project!
CV Research@CVResearch_
The CV Research portfolio is now live on Autopilot. You can connect your brokerage and automatically copy the portfolio. Every entry, every exit, mirrored in real time. If you’ve ever said “I wish I could just copy the port,” this is literally that. The thesis behind it: we’re living through one of the largest infrastructure buildouts in history, and the market keeps mispricing the layers underneath it. Everyone crowds into the obvious names while the companies that actually supply the buildout, the interconnect, the optics, the power equipment, the compute landlords, trade at a fraction of their role. CV Research positions one tier below where consensus is looking, in the layer beneath the layer the market just discovered. We track how the bottleneck rotates through the stack, compute to memory to interconnect to power, and position one rotation ahead. And when this buildout matures, the mandate rotates with it, robotics and physical AI are next. Every name enters after a full fundamental teardown, with the thesis written down before a dollar goes in. We target monopolies, sole qualified suppliers, and toll booth businesses that get paid no matter which architecture wins. And the discipline is the real product. Positions exit when the thesis breaks or completes, never because the price dipped. No panic selling, no chasing, held through the volatility, because that’s where the returns come from. You get the whole CV Research system, not just the tickers. Live now. marketplace.joinautopilot.com/landing/5377/1…
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He invested in stuff he did know about ( $ADBE ) and is down -55% 🤣
Kalshi@Kalshi
JUST IN: Michael Burry says 95% of investors have “no idea” what they're investing in
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Just binged the entire new season of that psychological thriller—twists I never saw coming and a lead performance that’ll give you chills. #ThrillerNight
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BULL CE RBTIANI. retweetledi
Want to level up your English skills this week Try 15 mins of daily vocabulary flashcards + 1 quick English dialogue with a partner. Small steps = big progress!
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Just swapped my homemade chocolate chip cookies for Mrs. Lin’s fresh-picked jasmine tea—best neighborhood trade ever! Tea’s perfect for my morning walks tomorrow!
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Great team win! Smooth collaboration, every idea counts. Proud of how we work together
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Caught myself zoning out at my desk mid-task — Friday brain is real and it’s perfectly productive.，
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Just got my CELP overall score! Grateful for all the effort that paid off. Ready for the next step!
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Just rocked up to the city’s coolest comic con! Met my favorite voice actor, got an exclusive art print, and my Cosplay is totally slaying—can’t wait to show you all the clips! #ComicCon2024 #AnimeExpo
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[A cozy weekday dinner: creamy tomato pasta tossed with fresh basil, served with a side of garlic bread. Quick, comforting, and ready in 30 minutes!]，
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Just wrapped an INSANE murder mystery剧本杀 night! The plot twists had me on the edge of my seat and the characters were so immersive—total vibe! Highly recommend for group hangs ♂
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Cozy afternoon with a warm latte and my favorite playlist—nothing hits better than slow, unplanned moments to reset. #RelaxationVibes
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BULL CE RBTIANI. retweetledi
Snack time just got better! Sharing my favorite crispy rice crackers with a side of iced matcha – perfect for lazy afternoons and quick picks Tag a friend who needs this snack combo stat!
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