Clemens Schrader

375 posts

Clemens Schrader

Clemens Schrader

@BulIishish

Katılım Ocak 2021
431 Takip Edilen105 Takipçiler
Clemens Schrader
Clemens Schrader@BulIishish·
@Techaktien1 @finanzfluss Also man muss nur ein paar Videos von Finanzfluss gesehen haben, um zu wissen, dass das Video 100% fake ist, er keinen Lambo besitzt und auch nicht so reagieren würde wenn er von Fans angesprochen wird. Will nicht als Apologet rüberkommen, aber anscheinend checkt das hier keiner.
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Techaktien
Techaktien@Techaktien1·
Thomas von Finanzfluss ist auf dem Boden geblieben 😉.
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Clemens Schrader
Clemens Schrader@BulIishish·
@InTheAssembly It's a trading algorithm with varying holding durations. We don't know if this was a trade held for seconds, minutes, hours, or days. Holdings of Quant firms reported months afterwards give you exactly 0 insight.
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The Assembly
The Assembly@InTheAssembly·
Renaissance Technologies filed their Q4 2025 holdings with the SEC in February. This is the fund built by Jim Simons, a mathematician who beat Wall Street for 40 years using pure math and zero emotion. It has NEVER once had a down decade. Not one. Their Medallion Fund averaged 66% annual returns before fees for over 20 years. The best track record in the history of investing. Here's what they were holding at December 31, 2025, and what those positions are worth today. MU – held $859M worth at ~$186/share. Now ~$768. Up 312%. BE – held $22.6M worth at ~$87/share. Now ~$287. Up 230%. AMD – held $267M worth at ~$211/share. Now ~$455. Up 116%. This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC. Renaissance is in that list. 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.
The Assembly tweet media
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Clemens Schrader
Clemens Schrader@BulIishish·
@Cranial_NerveX @InTheAssembly Also it‘s a trading algorithm with holding with varying holding durations. We don‘t know if this was a trade held for seconds, minutes, hours, days…. Holdings of Quant firms reported months afterwards gives you exactly 0 insight.
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CNX 🧠
CNX 🧠@Cranial_NerveX·
@InTheAssembly You realize they reported over 3,900 holding in their latest 13F, right? Almost FOUR THOUSAND stocks. You're cherry picking 3, two of which aren't even in the top 100 holdings.
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killroy.exe
killroy.exe@KillroyExe·
@Ekaeoq Where can I buy an elite fake? Been dying for a Bruce Wayne and Rolex refuses to sell me one because I’m not in the NBA
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Clemens Schrader
Clemens Schrader@BulIishish·
@a_regular_guy11 @steve_donze Except multiples aren’t increasing. So no one is even pricing in the growth to stay at this level. They expect normal growth but just from this higher level. Also where are the cracks in the economy exactly?
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Patriot
Patriot@a_regular_guy11·
@steve_donze Except these earnings are short term. No one in their right mind would project this kind of growth for any longer, particularly with the economy already showing cracks and energy likely to keep inflation and interest rates high for the foreseeable future
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Pierre
Pierre@pierrecoins·
$2500 to 5 people who predicts correct score. ends May 25
Pierre tweet media
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The Global Watch Club
The Global Watch Club@GlobalWatchClub·
Honestly, I'm thinking it may not even look like a Royal Oak. AP have lots of other watches that are not octagonal.
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camol
camol@camolNFT·
Not sure why everyone is mad about the AP x Swatch collab. I can literally get an AP for $300 right now, you just need to know where to look 🤦‍♂️
camol tweet media
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Clemens Schrader
Clemens Schrader@BulIishish·
@kimmonismus Amazfit helio strap costs the same as the Fitbit, does the same thing just better. Plus you can use the Bevel app and get pretty much the same software experience like whoop.
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Chubby♨️
Chubby♨️@kimmonismus·
I'm thinking of buying the Google Fitbit Air. Literally a whoop man at a fraction of the price.
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Clemens Schrader
Clemens Schrader@BulIishish·
@ankit2119 @zephyr_z9 But at their current rate of growth even if they grow to just 75B of ARR run rate at the end of the year which would be an insane slow down they would finish the year at close to $50b in revenue.
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Ankit Maloo
Ankit Maloo@ankit2119·
@zephyr_z9 they may earn 100b as of now, but based on your numbers, till date, at max the *revenue* is at max $10b for this year in four months. its a great trajectory they are on. its shame their fans dont know arr and revenue are not the same thing.
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Clemens Schrader
Clemens Schrader@BulIishish·
@mattheweporter @Howlingmutant0 Modern secular ethics? A lot of western/northern European societies are very secular and yet rank at or close to the top in terms of peace, societal well-being, low crime rates, charitable giving and happiness.
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Matthew Porter
Matthew Porter@mattheweporter·
@Howlingmutant0 I get the quote, but I would assume atheists still hold onto some sense of right and wrong. Some kind of moral standard, even if it's their own. So what is THAT standard based on? Real question - here to listen.
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HowlingMutant
HowlingMutant@Howlingmutant0·
One of the hardest quotes of all time if you deliberately misread it
HowlingMutant tweet media
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Crémieux
Crémieux@cremieuxrecueil·
In ten years, the same anti-drug conspiracist arguments applied to blood pressure and cholesterol meds will be applied to GLP-1s They'll be generic and recognized as safe, but people will say they can't be trusted because, when they were expensive, they made their inventors rich
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GURGAVIN
GURGAVIN@gurgavin·
THE STOCK MARKET IS SOMETIMES A CRAZY PLACE A YEAR AGO, SANDISK SHARES WERE TRADING AT $30 PER SHARE YESTERDAY, SANDISK SAID IT EXPECTS TO MAKE $31.50 PER SHARE IN PROFIT IN JUST THE NEXT QUARTER $SNDK
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Dorinho
Dorinho@NewRMadridera·
@heavy_7899 @433 If Real Madrid played in a farmers league like the Bundesliga where one team wins it 11 years in a row, we'd have about 10 trebles by now
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433
433@433·
Manuel Neuer can become the first player in history to win 𝐓𝐇𝐑𝐄𝐄 𝐓𝐑𝐄𝐁𝐋𝐄𝐒 😳 In 2012/13, Neuer won his first treble with Bayern, lifting the Bundesliga 🏆, DFB-Pokal 🏆 and Champions League 🏆 In 2019/20, his second followed, winning the exact same 3 competitions 🏆🏆🏆 Now in 2025/26, he could very well repeat that 🏆
433 tweet media
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Clemens Schrader
Clemens Schrader@BulIishish·
@JohnLWheaton1 @darrenrovell No one cares about the investment or about a lab record. Everyone will read first sub 2 marathon in the news and adidas will use it as marketing.
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John L. Wheaton
John L. Wheaton@JohnLWheaton1·
@darrenrovell Kipchoge proved it was viable and flirted with breaking 2 hr in race conditions. He set the standard. Nike made the investment
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Darren Rovell
Darren Rovell@darrenrovell·
Nike spent millions on “Breaking2,” an attempt to break the 2 hour marathon by Eliud Kipchoge. Kipchoge did it in Nikes in 2019, but it was with lazers and pacemakers. It didn’t count. Today, 2 men do it officially. Both in adidas. The hits keep coming.
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Christopher David
Christopher David@Tazerface16·
@kuharich He's going to try and merge both companies obviously.
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Christopher David
Christopher David@Tazerface16·
I think Elon has pretty much given up on EVs at this point.
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Clemens Schrader
Clemens Schrader@BulIishish·
@Tril1boswagginz @scaling01 I mean you don't have to let it have full access. But even just letting it run similar to Claude cowork doing tasks for you in certain environments/apps that you allow it to will be incredible.
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Trilbo Swaggins
Trilbo Swaggins@Tril1boswagginz·
@scaling01 And you still might not trust 5.4 with sensitive passwords / banking info. So why the heck would I ever want an on device model like Apple is hedging on? It'll always be shit. Always be susceptible to prompt injections.
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Cobus Bergsman
Cobus Bergsman@cobus27·
@TSLAFanMtl He’s got merger on his mind. Can’t be bothered running Tesla anymore
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James Cat
James Cat@TSLAFanMtl·
Elon being unusually cautious on some of the forward-looking statements tonight.
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