AWarriorIsBorn1776

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AWarriorIsBorn1776

AWarriorIsBorn1776

@AWar1776

Nebula Katılım Ocak 2023
86 Takip Edilen49 Takipçiler
AWarriorIsBorn1776
AWarriorIsBorn1776@AWar1776·
@aleabitoreddit The difference between the retail from North American vs Korea vs Europe vs Rest of Asia is fascinating to say the least. Koreans are definitely the most degen of the bunch 😄
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AWarriorIsBorn1776
AWarriorIsBorn1776@AWar1776·
@aleabitoreddit Talking down on people in times of a deep correction is a very typical online behavior. Some people eagerly wait for these times so they can vent and trash talk.
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Serenity
Serenity@aleabitoreddit·
Feels bad, -49.4% drawdown this month after the recent crash. My portfolio is mainly AI chokepoints and bottlenecks. In the memory, photonics, robotics, and upstream semis, (on margin) which all tend to be higher beta than others. But reduced leverage recently from the crash. I see a lot of people making fun of the drop or AI names, saying it’s obvious that: - “AI is a bubble” - “memory/kospi is a bubble” - “photonics is a bubble” - “humanoids won’t get anywhere” - “neoclouds will get replaced by hyperscalers like Meta” And a bunch of retail + bots saying “sell everything, it’s never going to recover”. But I have conviction that all these themes are backed by structural revenue growth or technological shifts. And I’ve had similar drawdowns back when there admin threatened global tariffs, before markets pulled off a recovery. I personally have a longer horizon + higher tolerance for volatility than others, to see how this plays out. Especially considering a lot of retail view things on a week to week basis: no, my thesis isn’t wrong yet if I project revenue inflection in H2 2027 and it’s 2026 now. Anyway, feels bad short term just wanted to share anyway for transparency.
Serenity tweet media
Serenity@aleabitoreddit

Agreed! It’s nice to remember your thesis during a market crash. From my own personal thesis, if $AAOI hits $1.4B quarterly revenue start of Q3 2027. Which is annualized $5.6B off a $8B MC. Is it “over” for the company if that revenue ramp hasn’t even shown up in the quarterly earnings… when it’s 2026? Same applies to my CPO sector exposure like $SIVE, an architecture shift led by $NVDA. If scale out volume ramps from H2 2026 into 2027, and scale up heavily volume ramps into 2028. Is it “over” that $0 -> $91B TAM expansion (per GS) hasn’t even hit yet? With robotics like Agility, is it over in 2026 if the listing hasn’t even happened yet and humanoids haven’t ramped? I personally think current market conditions are a reflection of liquidity and leverage, not individual fundamentals. It’s brutal for everyone to see KOSPI, TW, Nikkei, and AI, space, robotics sector stocks crash recently. Especially when there’s a lot of irrational behavior stemming from those leverage. In the end, we can’t tell you what stocks to buy, what timeframe you should sell, how to size your positions, or what you should do. Only share personal thoughts or research and track if they get validated over time. So it’s extremely important to build your own thesis, since everyone has unique risk tolerance or investing timeframes. And that usually leads to having higher conviction during crashes.

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Flying Dutchman
Flying Dutchman@DeadSeaTrader·
$LIT IS GOING TO 4-5$ MARK MY WORD
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AWarriorIsBorn1776
AWarriorIsBorn1776@AWar1776·
@ARanganathan72 The moment someone says, EVs are a viable substitute, look at China; it’s obvious the they have never dug deep into the topic. Look at the state of EVs in the US and even worse dig deeper into the EV situation within China. Don’t just go by the Propaganda articles and reports.
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Anand Ranganathan
Anand Ranganathan@ARanganathan72·
Dear @narendramodi and @nitin_gadkari, I urge you to heed science, reason, and the concerns of ordinary Indians. Here, I explain why India’s E20 policy hurts vehicle owners, water resource, and the environment; and helps the politician-middleman, the sugar, and the liquor lobby:
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NoLimit
NoLimit@NoLimitGains·
Donald Trump: “Every time my kids invest in a stock, they have inside information”
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AWarriorIsBorn1776
AWarriorIsBorn1776@AWar1776·
@ChinaUncensored Unfortunately, US is the one that funded the rise of CCP with trillions; that too on the back of 2 major world wars. Politicians and corporations giving anti-communism speeches has always been a blatant farce. Even now, they are dying to normalize business with China.
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China Uncensored
China Uncensored@ChinaUncensored·
Trump spent 5 min talking about communism during his America 250 speech
Rapid Response 47@RapidResponse47

.@POTUS: Yet as we approach this magnificent anniversary, we see our American identity under a renewed attack. A generation after we fought and won the Cold War against the menace of Communism, there is now a resurgence of the Communist menace in our land—including from newcomers to our country who embrace ideas totally opposed to our way of life. These are not mere political disagreements, like differences over taxes or regulations. Communism is a mortal threat to American Liberty. It is the Greatest Threat to our Country including World War One, World War Two, Pearl Harbor, or 9/11. Because Communism is the enemy of Free People everywhere. It is the enemy of the Constitution. Above all, it is the Enemy of July 4th, 1776. Even while the Radicals and Extremists attack our incredible history at every turn, they are SILENT on the miserable history of Communism itself. Their system has led to more death and destruction than any system ever tried—it killed 100 million people in the last century. Communism is the exact opposite of Life, Liberty, and the Pursuit of Happiness—it is death, tyranny and the pursuit of evil. The Godless Communist morality states that anything is justified to bring about the inhuman visions they propose. They have no respect for law, justice, principle, tradition, or your God-given rights. It is an ideology of mass theft, mass control, mass lies, and mass murder. Such doctrines can be given no quarter in a Democracy, because the first thing they do when they get into power is turn around, and destroy it—just as Communists have done in other countries all over the world. Very simply, Communism represents the worst ideas and abuses in history by the worst people—the American Founding represents the best ideas and traditions in history by the best people. You can be loyal to Karl Marx, or you can be loyal to America. You can be a Communist, or you can be a Patriot. You cannot be both. As for those who would peddle Marxist lies about our heritage—who tell our children that we live on stolen land, or that our heroes were oppressors—they are doing something much worse than slandering our past. They are attacking our future. They are trying to tear down the American Character, to destroy the people who declared Independence, crossed the Delaware, settled the West, and conquered the skies. But we will never let that happen. Our American Ancestors did not shed their blood at Concord and Trenton, Gettysburg and Shiloh, Midway and Normandy, just so that a band of thieves and radicals could come in and loot and pillage the nation our heroes died to win, build, and save. So on the eve of this 250th anniversary of American Liberty, we resolve and swear for all to hear that the Citizens of the United States of America will vanquish Communism from our shores, and send it into exile once and for all. America will never be a Communist country!

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AWarriorIsBorn1776
AWarriorIsBorn1776@AWar1776·
@FabianoSolana This was the shortest meme cycle 😂 Started with a CT influencer token 48 hours ago and is ending with a rugpull meme today.
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fabiano.sol
fabiano.sol@FabianoSolana·
The $LUKE saga just gets scammier and scammier 1. @lukebelmar teases a memecoin 2. Ansem's memecoin creator creates a $LUKE token 3. no one knows if it's the real token 4. Luke's close friend @mauritsneo buys in 5. people then think it's the right coin 6. @mauritsneo sells most of it again
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fabiano.sol@FabianoSolana

🚨 BEFORE YOU BUY $LUKE ... The token wasn't launched by @lukebelmar himself The creator is still trying to send him the supply If he doesn't accept it it (or wants to launch by himself) it will go to ZERO

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AWarriorIsBorn1776
AWarriorIsBorn1776@AWar1776·
@ChinaUncensored It’s by design. Engineer economic stress for people coupled with social engineering which makes it easy to push Elon’s, “AI and robots will do everything and everyone will get an UBI” socialist utopian lies. But then what can one expect from a CCP owned stooge.
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China Uncensored
China Uncensored@ChinaUncensored·
WATCH THIS! This is the tragedy of why people are calling for socialism. It’s their own mistakes, but when people are this emotional, you can’t make rational arguments to them, especially arguments that’s shift the blame onto them and their own actions. And then they vote.
China Uncensored tweet media
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AWarriorIsBorn1776
AWarriorIsBorn1776@AWar1776·
@hellwala Atleast maintain consistency within your principles. Sure, confront people consuming dairy products coming from industrial or even mid size operations where cattle are abused. You have a right to express. But you have to confront beef eaters too. Otherwise your ideals mean squat.
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HELL WALA
HELL WALA@hellwala·
In this matter , iam on uncle's side
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AWarriorIsBorn1776
AWarriorIsBorn1776@AWar1776·
@RedPilledVishal @tathvamasi6 It doesn’t matter. This isn’t about simple business. You think it’s a coincidence that he has never criticised China and the one time he did, they put him in his place. And guess what he did not retaliate. We are talking about a man who openly shits on various American presidents
AWarriorIsBorn1776@AWar1776

@tathvamasi6 Elon is owned by CCP. This isn’t new info. People deliberately avoid digging about the deeper activities of billionaires. Dig deeper and you will see why he has never criticised China. The one time he did👇He never responded and this is from a man who criticises every country.

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Vishal
Vishal@RedPilledVishal·
@tathvamasi6 Let’s not worry about reach. Let’s just keep spreading the truth
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Tathvam-asi
Tathvam-asi@tathvamasi6·
X algos seems to be suppressing the real videos exposing China and its filth. China’s caste system is suppressed on X. Except one or two even my other posts on exposing China are suppressed. That’s how strong their eco-system is. Anti-Hindu fake AI videos go viral. CN on those posts are are suppressed.
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AWarriorIsBorn1776
AWarriorIsBorn1776@AWar1776·
@tathvamasi6 Elon is owned by CCP. This isn’t new info. People deliberately avoid digging about the deeper activities of billionaires. Dig deeper and you will see why he has never criticised China. The one time he did👇He never responded and this is from a man who criticises every country.
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AWarriorIsBorn1776
AWarriorIsBorn1776@AWar1776·
@DeadSeaTrader Solana most likely pays him. Yesterday he was, “buying Sol” and today it’s “let’s hype up the demand for sol”.
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Fefe Demeny
Fefe Demeny@FefeDemeny·
Lemme get this straight @SenLummis says if the US held 1 million Bitcoin for 20 years, it could reduce the national debt by half. US debt today: $39.2 trillion US debt in 2046 with the historic 6% annual debt growth: $126T (half of that is $63T...) 1M BTC today at $63k = $63 billion (no slippage...) To cover half of the projected $126T national debt with 1M bitcoin:native, Bitcoin would need to hit $63 million per coin — roughly 1,000x from today (~41% CAGR for 20 years straight) Thoughts?
Altcoin Daily@AltcoinDaily

"If we held 1 million bitcoin for 20 years, we would have enough money to reduce the national debt by half." -Senator Cynthia Lummis

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Mr X
Mr X@Pepega_holdings·
@Skint_Eastwood1 Why the fuck would you give a 2 year old an iPad in the first place
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Skint Eastwood
Skint Eastwood@Skint_Eastwood1·
🚨 “WOW!” Joe Rogan Was Absolutely Mind-Blown By This iPhone/iPad Addiction Hack 🔥 His guest, Chase Hughes, dropped the ultimate parental (and personal) life hack: “I did it on my 2-year-old’s iPad… and nothing is addictive anymore. She won’t sit there and stare at it for more than 3 or 4 minutes anymore.” Joe’s reaction? A shocked “Whoaa!” The trick? A simple red color tint filter in your device’s Accessibility settings. It strips away the bright, colorful, dopamine-spiking visuals that keep us (and kids) glued to screens, while also cutting blue light for better sleep. One quick change. Massive difference in screen time and focus. Try it yourself: 1Settings → Accessibility → Display & Text Size → Color Filters 2Turn on Color Filters → Color Tint 3Slide Hue all the way to red + max Intensity Works on iPhone and iPad. You can even set a triple-click shortcut to toggle it instantly.
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AWarriorIsBorn1776
AWarriorIsBorn1776@AWar1776·
@JoeyMannarino Sometimes I wonder if these adoption agencies are a part of the global child sex trafficking system. Few years ago a network of gay couples operating on a global scale was busted for adopting kids, traveling to countries of other gay couples from the network and abusing them.
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Joey Mannarino
Joey Mannarino@JoeyMannarino·
This is one of the most depraved cases you will ever read. A UK teacher, Jamie Varley, and his homosexual partner adopted 13-month-old Preston Davey. In just four months they sexually abused him, beat him so badly he had 40 traumatic injuries, filmed it, and murdered him by forcing objects into his mouth and airways. They claimed he accidentally drowned in the bath. The evidence showed his hair was dry and there was no water in his lungs. He was taken to hospital three times with suspicious bruises. Social services and the adoption agency were in the picture. They all failed him. The adoption process was supposedly “strict and rigorous.” What an absolute joke. These two should never walk free again. The death penalty is too good for people who do this to a baby. The UK’s child protection system is rotten. Multiple missed chances. Multiple red flags ignored. Another innocent child sacrificed because the authorities refused to do their job. The United Kingdom is truly a depraved country.
Catch Up@CatchUpFeed

A homosexual couple psychologically abused an infant before killing him. They even posted footage of how they deprived him of sleep.

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Corleone
Corleone@corleonescrypto·
A gay dating app outperformed Ethereum this cycle.
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