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Hello new followers who came from @BrianTycangco's post!
Here are the things you can expect me to tweet about on this account:
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A.J. Button
23.9K posts
A.J. Button
@AJButton2
Financial writer/journalist. Looking for value names in Chinese tech & AI. Follow for my latest investment ideas. https://t.co/uBk1Eap0Lq
Katılım Mart 2011
712 Takip Edilen8.4K Takipçiler
Harsh but true:
Your AI business idea probably isn't gonna work.
The people on Wall Street using AI to make money, have teams of genius engineers developing AI systems for them all day every day.
Same basic idea with PolyMarket.
If you spin some thing up in Claude in 20 minutes to "trade the markets for you," it will almost certainly lose all the money you give it to trade with.
You need to work HARD, 40+ hours a week, 80+ possibly, to make real money at something.
AI has not changed that basic logic.
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@eftegarie @jennn_sol Yeah. It's a place you can just like, stay, lol. Just chill.
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God, I hope the drunken farang shitbeasts don't cost us the DTV 😭
Matt Hunt@WritingByMatt
Misbehaving tourists are destroying Thailand's image, so the government is cutting its visa-free period in half, from 60 to 30 days. #thailand #อนุทิน #ฟรีวีซ่า
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@AJButton2 Define ‘win’? Baba will likely give free bubble tea and discounts to local companies. MNC’s will likely go for the others
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Thailand is a key front in the global AI war.
What you see below is in True Digital Park's Cloud Corner.
You can see all the big clouds: Alibaba, Google, AWS and Huawei.
They're all present in Bangkok.
Who will win?
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Last week I had a call with an American billionaire who once called China un-investable. When even he is calling me for investment advice into China, we know the tides have turned
Animal Spirits are coming back to China
But now capital is about to
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So Andy, did you hear about this one?
Tell me, are you locked in the punch?
Hey Andy, are you goofing on Elvis? "Hey, baby"
Are you having fun?
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@eftegarie Would you buy one?
They're expensive, but not typical swiss watch expensive.
2,100 baht Seems like an affordable price tag to be able to legitimately say, "I own a swiss watch"
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I went to the Swatch store here in Bangkok, Thailand. Obviously the AP Royal Pop was sold out at 18.00. I spoke to the salesperson and he said there was a super long line at the opening while they only had less than 100 Royal Pop’s in stock 🤡.
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@SwissKnifeInv Seems possible the reversal was part of a reversal of sentiment toward AI stocks. NVDA and TSM also down big that day.
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Watching $BABA give back the entire post-ER pop in one session.
This is why traders get chopped to pieces here.
The thesis is multi-year: cloud re-rating, buybacks, China consumer.
None of that changed between Tuesday and today.
Own the business. Ignore the tape.
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Berkshire Hathaway's first stock moves since Warren Buffett stepped down as CEO:
Dumping Visa and Mastercard, adding Delta Air and Macy's.
$BRK.B
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I love helping my friends in ways that are meaningful for them. I do it selfishly. Because it is one of the greatest joys in life.
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A.J. Button retweetledi
Right now, Donald Trump is in China to meet Xi Jinping.
Elon Musk is with him. The CEOs of NVIDIA, Apple, Boeing and Blackrock are also present.
They're there to talk one thing: trade.
In this post I discuss the world-historic trade deal we're about see unfold.
👇🧵
1/7
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@TheLongInvest Thanks very much The Long Investor!
I owe ya one!
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$BABA
Informative write up on $BABA
A.J. Button@AJButton2
Why Western Investors LOVE Alibaba. Yesterday, $BABA put out an earnings release that sent the stock soaring. Despite missing revenue expectations, the stock ROARED after earnings came out, rising 8%. What did markets see Wall Street didn't? Here's what: 👇🧵 1/10
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A.J. Button retweetledi
Why Western Investors LOVE Alibaba.
Yesterday, $BABA put out an earnings release that sent the stock soaring.
Despite missing revenue expectations, the stock ROARED after earnings came out, rising 8%.
What did markets see Wall Street didn't?
Here's what:
👇🧵
1/10
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