Oilhand

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Oilhand

Oilhand

@Breadcrumb_Cap

Bedroom hedge fund manager and petty industrialist.

Hamburg, Germany Katılım Ekim 2014
226 Takip Edilen386 Takipçiler
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Oilhand
Oilhand@Breadcrumb_Cap·
Despite starting 2026 with our guard up, Breadcrumb Capital has stumbled out of the traps at an impressive pace. Ideally we will do nothing this year and fluke outperform for consecutive years. There is a theoretical 25% chance of this (less for retail), which is odds of 3/1.
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Jukan
Jukan@jukan05·
KOREAN LOCAL MEDIA: SAMSUNG FOUNDRY HAS SECURED ANTHROPIC AS A FOUNDRY CUSTOMER AN INDUSTRY SOURCE CLOSE TO SAMSUNG ELECTRONICS SAID, “SAMSUNG ELECTRONICS’ FOUNDRY DIVISION HAS AGREED TO MANUFACTURE ANTHROPIC’S CUSTOM AI CHIPS.”
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Oilhand
Oilhand@Breadcrumb_Cap·
@CompaCompu @XiaomiMiMo Lei Jun's explanation is coherent and matches the vehicle. The SkyNomad looks a good fit in the "Human x Car x Home" ecosystem. How heavy is your bag? Mine is currently -9% but I have faith because they execute well in different markets.
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Coocoo
Coocoo@CompaCompu·
Disclaimer: I'm an 1810.HK bagholder. And I like @XiaomiMiMo's current v2.5 LLM, their smartphones (mostly for the camera), and their air purifiers. But will I put my family into a SkyNomad? 🤔
Lei Jun@leijun

Today we're announcing Xiaomi EV's second product series: Xiaomi SkyNomad. The Xiaomi SU7 and Xiaomi YU7 are positioned as "the driver's car". Xiaomi SkyNomad is positioned as "an intelligent, reconfigurable, large-space SUV". Different product lines, two answers to different user needs, delivered over more than five years of building cars.

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Oilhand
Oilhand@Breadcrumb_Cap·
@MikeFritzell Duan Yongping likes it. Could Dream International work as a proxy?
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Papa Johns
Papa Johns@SVTrivo·
@aleabitoreddit Samsung, the world 1st operating profit company in Q2 2026.
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Oilhand
Oilhand@Breadcrumb_Cap·
@MikeFritzell Exactly, I'm heavy on memory and trying to balance it out.
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Oilhand
Oilhand@Breadcrumb_Cap·
Nobody's going to love you for operating like a Komodo dragon, until they see all the Javan rusa in the freezer, then they start commenting on your beautiful eyes.
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Oilhand
Oilhand@Breadcrumb_Cap·
Breadcrumb Capital enjoys a good story as much as the next man, especially if it features a few gags, but no one makes money in an RPG. You have to do the opposite if you want the big bucks, cast a corrosive eye on virtual reality.
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Oilhand
Oilhand@Breadcrumb_Cap·
Almost 12 years later and $BABA is +1%. It's just like buying counterfeit goods. They hit the right notes superficially but scuff them and the datacenters are exposed as cardboard.
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Oilhand
Oilhand@Breadcrumb_Cap·
@CatNyanpital I'm too greedy to sell semis but have taken the bitter medicinge of upping the Chinese tech allocation. Only $NTES is a + so far, but looking at ways to free up cash for Tencent, the crown jewell. I think semis drag everything down if they crash, except maybe hardware.
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Nyan Nyan
Nyan Nyan@CatNyanpital·
Considering it. We’ve already had the index inclusion trade, hence the 2% jump All that’s left is the narratives. Everyone has piled into semis. If semis fail then everyone sells off and rotates into value again. I’m unsure of how stocks behave in the Russell index in this situation. But I’m willing to hold a bit longer. Chinese selloff is proceeding nicely. I should exit but I’m greedy. I may wait some more.
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Nyan Nyan
Nyan Nyan@CatNyanpital·
SENEA was $140 when I tweeted this $170 index inclusion 21% since
Nyan Nyan@CatNyanpital

@Breadcrumb_Cap Index inclusion trade. Easily 20-30% upside in the next 6-8 months. If it doesn’t get included in December I’ll sell out

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Oilhand
Oilhand@Breadcrumb_Cap·
@CompaCompu Also a sly humanoid robotics play.
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Oilhand
Oilhand@Breadcrumb_Cap·
Trickled some dividends into Xiaomi. They are quietly ambushing OpenAI and Anthropic, at a discount.
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Oilhand
Oilhand@Breadcrumb_Cap·
At school they said I'd never amount to anything. Now I'm a Sugar Daddy and an authority on the matter at that. Go figure.
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Oilhand
Oilhand@Breadcrumb_Cap·
It's easier to make money, and keep an even keel, in a market crash if you don't put all your eggs in one basket. A side project keeps you balanced. My new book: "Sugar Daddy on a Shoestring", helped me gather my thoughts, and could even become a vital new stream of income.
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Oilhand
Oilhand@Breadcrumb_Cap·
Breadcrumb's finger is on the pulse, unlike some... ambushing high finance like the Cowardly Lion in a bout of roid rage, swinging his paws in the twilight of fertility. Put 'em up Buffdog!
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Oilhand
Oilhand@Breadcrumb_Cap·
People tend to miss the point with Captain Philips: You may have gone to a good school and done all the right things until now, but going around acting like you're still holding all the cards when there's a new kid in town just p*sses everyone off.
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Keşfet

@CompaCompu @XiaomiMiMo @MikeFritzell @aleabitoreddit @CatNyanpital @elonmusk @BarackObama @taylorswift13