Audrius Urbonavicius

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Audrius Urbonavicius

Audrius Urbonavicius

@AudriusUrbon

investing in your physical and financial health is the key to your wellbeing

Katılım Nisan 2020
116 Takip Edilen42 Takipçiler
Audrius Urbonavicius
Audrius Urbonavicius@AudriusUrbon·
@BrianFeroldi It's not wrong it's correct. Not all people want to invest, not all people are ready to take risks and schools shouldn't teach kids things that can lead to money loss.
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Brian Feroldi
Brian Feroldi@BrianFeroldi·
The stock market is the greatest wealth-creation machine of all time but we don't teach anything about it in school. That's wrong.
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Daniel
Daniel@danielisdizzy·
$NOW is down 18% after posting +22% YoY revenue growth. The market thinks LLMs will replace software. The CEO of ServiceNow disagrees: • Building your own $NOW with an LLM would cost 10x more • The company will double in the next few years • It’s time to take advantage of these prices and buy He bought $3M of shares at $105. The stock is now at $84. LLMs won’t kill software. They’ll live inside it.
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MARKET INSIGHTS!
MARKET INSIGHTS!@IManghaila·
“If $100K Can’t Make You Happy, $100M Won’t Save You.”
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Audrius Urbonavicius
Audrius Urbonavicius@AudriusUrbon·
@TheAliceSmith However, people still want socialism, vote for socialist and it's all coming from envy that their neighbour lives in a bigger house and drives a more expensive car. This is a root of disappointment.
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Alice Smith
Alice Smith@TheAliceSmith·
Thank you, capitalism!
Alice Smith tweet media
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Audrius Urbonavicius
Audrius Urbonavicius@AudriusUrbon·
An insane drop in SaaS stocks just exposes how much the market is detached from fundamentals and so from reality. I am just thinking of how fast it will be rocovering when clear mind is back from vacation? 🤔
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Audrius Urbonavicius
Audrius Urbonavicius@AudriusUrbon·
I think US software stocks is one of the biggest lifetime opportunity to make big gains. It is coming. Are you in the game? $NOW $CRM $HUBS $ADBE $TTD $INTU .. you name it.
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Audrius Urbonavicius
Audrius Urbonavicius@AudriusUrbon·
@HeroDividend Debt. It is always debt. When big money's a$$ is burning they sell everything they can to cover it.
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David Sinclair
David Sinclair@davidasinclair·
Strength training reduces mortality ~10-20%. Lift twice weekly.
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Audrius Urbonavicius
Audrius Urbonavicius@AudriusUrbon·
@WSJ Why do these robots need to have legs? If they had wheels or spheres they would move 10x faster. Why do they need to look like human??? So stupid. 🤣
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The Wall Street Journal
A Schaeffler auto-parts plant in Cheraw, S.C., is putting humanoid robots to work. The factory uses three robots in a plant that employs 750 human workers. Read more: on.wsj.com/3PDZkTm
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THE DIVIDEND DOMINATOR
THE DIVIDEND DOMINATOR@TheAlphaThought·
A wealth hack that isn’t sexy: Buy a used car. Keep it forever. Invest the difference into the market. Not as "stylish" showing up to parties, but very fun in retirement.
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Audrius Urbonavicius
Audrius Urbonavicius@AudriusUrbon·
@DividendGrowth @TheAlphaThought My way is not buying any car. I haven't had any since 2006. No fuel price headache, no service costs, no road taxes, no insurance, no stress from driving, no nothing associated with it.
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Audrius Urbonavicius
Audrius Urbonavicius@AudriusUrbon·
@Emily_660 Everything else what's not in the list. Including this social media platform where you can post your junk.
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Emily
Emily@Emily_660·
What do men produce??
Emily tweet media
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Kevin Szabo
Kevin Szabo@KevinSzabo14·
Money is simple: Find a way to make $20,000/month. Live off $5,000/month. Invest $15,000/month. In 5 years you’re laughing.
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Audrius Urbonavicius
Audrius Urbonavicius@AudriusUrbon·
@alifarhat79 You can laugh but not that long time ago we had similar employees at London Underground (Subway). They did even less work, they just talked via loudspeakers that the train is approaching or doors closing as if you didn't see yourself. I have no idea if they still there. 😂
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Not Jerome Powell
Not Jerome Powell@alifarhat79·
Financial advisors putting your money in index funds
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Compounding Quality
Compounding Quality@QCompounding·
10 visuals every investor should memorize: 1. Investing versus spending
Compounding Quality tweet media
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Black Panther Capital
Black Panther Capital@BlackPantherCap·
🚨PREPARE FOR A -20% MARKET DROP: Everyone thinks the Iran conflict is an oil story. It’s not. Let me explain what this is really about. The Strait of Hormuz has been closed for 8 days. Markets are focused on crude prices. That’s the wrong variable. The real cascade nobody’s mapping: 92% of the world’s sulfur comes from refining oil and gas. Close Hormuz, you don’t just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid m, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. How we extract cobalt. Without it, you can’t make transformers, EV batteries, or the substrates inside every data center on the planet. One chemical. One feedstock. One 21-nautical-mile chokepoint. It gets worse. Qatar ships 30% of Taiwan’s LNG through Hormuz. Taiwan has 11 days of reserves. $TSMC, the company making 90% of the world’s advanced chips, draws 8.9% of Taiwan’s entire electricity grid. No gas → no power → no chips. Then food. 33% of global nitrogen fertilizer feedstock moves through that same strait. Half of all humans alive exist because of synthetic nitrogen. Sulfur. Semiconductors. Food. Three supply chains. One chokepoint. Zero domestic alternatives at scale. The economic math from here: Oil holds $80-100+ per barrel if closure persists beyond weeks. Inflation climbs 0.5-1% above baseline. Fed delays rate cuts, 1-2 reductions instead of 3. GDP growth slows to 1.5-2%. Stagflation risk over the next 3-6 months is real. S&P/Nasdaq: 5-10% correction base case. Tech/growth down 10-15% on higher yields and risk-off. Energy and defensives up 5-10%. Market is currently pricing a 4-week conflict duration. If this extends? 15-20% drawdown. What I’m watching: The US objective isn’t just degrading Iran’s military. It’s economic strangulation, destroy the refinery infrastructure, induce blackouts, impair logistics, accelerate regime instability without a full ground invasion. The short-term pain is intentional and accepted. The strategic calculus: weaken Iran’s ability to project power, sever proxy support, and neutralize a nuclear threat permanently. China feels this differently. Iran was supplying 1M+ barrels daily of discounted sanctioned crude. That’s gone. Now Beijing is forced into costlier alternatives while already under U.S. economic pressure. This isn’t about oil. Oil is just the vector. The real targets are the supply chains that run through it. How I’m positioning into this: If this escalates and markets reprice, here’s my expected drawdown map on BETA stocks: > $ASTS, -15 to -35% (beta amplification, rate sensitivity in space telecom) > $IREN, -20 to -30% (rising energy costs crushing margins) > $CIFR, 15-20% (rising energy costs crushing margins) > $AMPX, -15 to -30% (cobalt + sulfur supply chain disruption hits batteries hard) > $RKLB, -10% to 25% (higher yields compressing aerospace valuations) > $ONDS, -10% to 25% (industrial wireless demand slowdown in tight credit) > $NBIS, -5% to 20% (AI cloud risk-off but lower beta buffers the downside) > $KRKNF, -5% to 15% (low beta, robotics holds relatively well) > $OSS, -5% to 15% (hardware stability, limited tech sector contagion) I still hold cash. That cash exists for exactly this scenario. My plan: I don’t hold enough cash as of now, which is why my strategy will be to buy the hardest-hit names on the way down, DCA monthly through the pressure, and let the timeline work. If this plays out as I expect, escalation through summer, then resolution, the relief rally sets up Oct/Nov. That’s 7-8 months of accumulation before the market re-rates. The biggest mistakes in geopolitical dislocations are panic selling and waiting for the all-clear. By the time the all-clear comes, the move is already over. Note: This is not financial advice.
Black Panther Capital tweet media
Gaurab Chakrabarti@Gaurab

The Strait of Hormuz has been closed for 8 days. Everyone thinks this is about oil. This is about what oil becomes. 92% of the world's sulfur comes from refining oil and gas. Close the Strait of Hormuz and you don't just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. It's how we extract cobalt. Without it, you can't make transformers, EV batteries, or the substrates inside every data center on the planet. One chemical, made from one feedstock, shipped through one chokepoint. The cascade goes further: Qatar ships 30% of Taiwan's liquefied natural gas through Hormuz. Taiwan has 11 days of reserves left. TSMC, the company that makes 90% of the world's advanced chips, draws 8.9% of Taiwan's total electricity. No gas, no power, no chips. Then food. 33% of the world's nitrogen fertilizer feedstock moves through the Strait. Half of all humans alive today exist because of synthetic nitrogen. Sulfur, semiconductors, food. That makes three supply chains, one 21-nautical-mile chokepoint, and zero domestic alternatives at scale.

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Audrius Urbonavicius
Audrius Urbonavicius@AudriusUrbon·
$ZIM shareholders what do you think of the company being bought out? I personally feel like my golden eggs laying duck being taken away from me. Who care about one off cap gains? #ZIM Integrated Shipping
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