Alex

7.1K posts

Alex

Alex

@Alex_Brovechkin

Vet 🇺🇸 | Funds Manager | Gamer | Emerging Plant Expert | Sports Junkie | Dog Lover | 13x Ping Pong Champion | Professional Loser Of The Remote

Cosmos Katılım Ocak 2021
99 Takip Edilen156 Takipçiler
Alex
Alex@Alex_Brovechkin·
-Xi tells CEOs that China will "Open Wider"
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Alex
Alex@Alex_Brovechkin·
@sspencer_smb nope, just in time for boomers to pass them on to their kids to sell at the top
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Steven Spencer
Steven Spencer@sspencer_smb·
are there any old school tech infra names that haven't received massive boosts from this AI buildout yet? $CSCO $GLW $INTC $WDC
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Alex
Alex@Alex_Brovechkin·
@OddStats Buzzards gotta eat, same as worms
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OddStats
OddStats@OddStats·
WE'RE ALL GOING TO DIE The S&P 500 $SPX is currently: - up more than +17.5% intraday during the last 31 trading days - without a single +3% or -3% day in at least 100 trading days Care to guess how many times that has happened in the history of the market, going all the way back to the 1920s? Twice. Feb 1987 and right now. Guess what else happened in 1987. That's right, we also got a new Fed Chair and...oh...oh no. We're all going to die. That has nothing whatsoever to do with the stock market, though, that's just how it works. Bet you wish you had this 34 seconds back.
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Alex
Alex@Alex_Brovechkin·
@Mike_Hunt_Sr Not time to waste to get the cheapest prices you'll ever see
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Michael Hunt
Michael Hunt@Mike_Hunt_Sr·
how is nq up 30 bps already?! we just opened on futs?!
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Alex
Alex@Alex_Brovechkin·
This probably marks the top
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Alex
Alex@Alex_Brovechkin·
@Jimmyjude13 @bennpeifert I can tell you right now, they aren't dunking on him for taking a chance.
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James Jude
James Jude@Jimmyjude13·
I know peeps will dunk on @bennpeifert tonight over this but props to him for taking a shot and building a firm to trade his vision. This can happen to any of us taking serious risk, the glory is in the comeback and we haven't seen the last of Ben.
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Alex
Alex@Alex_Brovechkin·
@Mike_Hunt_Sr Strong chance they knew beforehand talks weren't going to lead to shit when going over there on tax payer dime. It was all about taking all the mega cap CEOs over, making it look good so market could pump.
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Alex
Alex@Alex_Brovechkin·
@RampCapitalLLC Just wait until we print our very own 100trillion zimbabwe.
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Alex
Alex@Alex_Brovechkin·
@sspencer_smb Sold lower yesterday to buy higher today. Classic
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Steven Spencer
Steven Spencer@sspencer_smb·
strongest market i've ever seen... $QQQ
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Steven Spencer
Steven Spencer@sspencer_smb·
ARK should not exist as a money manager. they should be a boutique research shop. but the incentives are too strong, massive fee collection, for them to make that change.
The Assembly@InTheAssembly

Cathie Wood might be the most expensive lesson retail investors have ever paid for. Her flagship ARK Innovation ETF is down 23% in the last 5 years. The S&P 500 is up 77% over the same period. She has underperformed the index by 100 percentage points. And she has done it while collecting BILLIONS in management fees. A quick reminder of the highlight reel: – She predicted Tesla would hit $3,000 per share by 2025. It is currently $432. – She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion. – She made Teladoc her single largest position around $80 per share. It trades at $7 today. – She loaded up on Zoom near $300. It trades at $110. – She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d. Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024. But here’s the part nobody talks about: ARK Investment Management has been one of the most profitable asset managers of the last decade. Wood has personally made tens of millions in fees while her investors have collectively lost real money. This is the part of Wall Street most retail investors do not understand. You’re not paying for performance, you’re paying for marketing. The people who win are the ones running the fund, not the ones holding it. This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC. We will be breaking down EVERY major filing right here the moment they drop. Follow us with notifications before it’s too late. If you don’t follow us, you might regret it.

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Alex
Alex@Alex_Brovechkin·
@dampedspring whats the expiration date for your equity short? once those expire worthless then we fall
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Alex
Alex@Alex_Brovechkin·
Oh to be young and lay in awkward positions without having a pulled muscle afterwards
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OddStats
OddStats@OddStats·
For 27 trading days in a row, $SPX has closed higher than it did 6 trading days earlier. That hasn't happened since 2019. Which is fine, since this stat has virtually no value of any kind whatsoever. I'm frankly sorry you took the time to read it. Unless I guess you're a mechanical 6-day SPX deep in the money call buyer, in which case, congrats on your streak and gigantic haul.
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Conks
Conks@conksresearch·
oh, you’re a Warsh expert? name all the Kevins
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Alex
Alex@Alex_Brovechkin·
@DeItaone Didn't realize we are calling bombs earthquakes now
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Alex
Alex@Alex_Brovechkin·
@Mike_Hunt_Sr if you were unsure how strong this bull market was, exhibit A
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