David Walton

Pre flight logic at Chicago O’Hare. 1st principles. To love god is the highest pursuit. god is everything-> Miller Lite is god-> loving miller lite is loving god ->drinking 3 miller lites in 15 minutes pre flight is the highest pursuit.

@insane_analyst Micron. America first tailwinds

You have $100K and must invest it in one of these options. You have access to Korean equities thru IBKR. Bonus points for intelligent comment justifying your vote.

@aleabitoreddit Of course l listened, my beautiful Serenity! I always listen to you. You and only you.

Did you listen anon?

Never taking stretches like this for granted. Never. Ever.

@aleabitoreddit Please @X this is one of the best accounts on X and it should be pleasurable for @aleabitoreddit to use the app. There’s an absurd number of imposters and shysters ruining the experience for him and everyone else. Help him. We beg you!!!

I NEED TO HIDE LIKE 100 COMMENTS PER POST, SOMEONE AT X PLEASE FIX THIS.

Incredible speech. Save it. Play it once a year. Play it for your kids. What a treasure it is.

@pepemoonboy @aleabitoreddit @ParadisLabs Follow all. Incredible. Feels true. Let’s make it last forever.

The amount of alpha in the FinX community is astonishing. If you follow the right people, it’s about as close as you can get to a cheat code for making money. Here are a few of my favorite accounts right now for straight alpha: - @aleabitoreddit - @ParadisLabs - @stocktalkweekly - @IncomeSharks - @DeepValueBagger - @jrouldz - @zephyr_z9 - @Sandeman52 - @michaelsikand - @KawzInvests - @Kaizen_Investor - @TheProfInvestor - @TheRonnieVShow - @Remzztrades - @Gubloinvestor - @crux_capital_ - @ZaStocks - @daniel_koss - @WheelieInvestor - @Mr_Derivatives - @mvcinvesting - @aristotlegrowth - @Frenchie_ - @investingluc There's a few that I'm leaving out who I will make another separate post for. Didn't want to make the list too long in order to avoid diluting the message. Which are your top 3?

@BULLOFBRITAIN LFG

Being apart of the fintwit ecosystem is legit the coolest shit ever. Thank you friends. By 2030, we will have ALL made it.

@Sandeman52 Celebrate! Life is short. It’s a game we lose of course. It’s how we play while being destroyed that counts. I didnt make that up. It’s some quote. But you get the point. Milk the teet of your success! Congrats! And thank you for sharing your ideas. Win and help win!

Blessed 🙏🙏 Account at ATH Was gonna share my updated 12 year CAGR but nahh…it doesn’t look real. Congrats to my fellow $NBIS holders Should I celebrate? 😬 🙏🙏🙏🙏🙏🙏

@BULLOFBRITAIN I’m on X 12 hours a day. New to trading. And sometimes I get overwhelmed with all the names. So this was like a breath of fresh air. Only one I don’t own is MRVL. but it’s the allocation percentages that are so hard to find on X. You did that here and I love. Appreciate you.

Example of an extremely solid portfolio till 2030. $DRAM - 25% > Memory cycle. $NBIS - 25% > AI-native cloud infrastructure. $LITE / $MRVL / $TSEM - 25% > Lasers, optical DSPs, and silicon photonics foundry. $SIVE / $M7U / $IQE / $SOI / $LPK - 25% > The European photonics supply chain.

@simonsarris What psycho active substances do you enjoy besides caffeine? What are your feelings about drugs in general and their value for human connection and experience?

my office hours are OPEN what do you need feedback or advice on, what questions do you have, what secret trouble stirs thy breast

you may consider hiring an elite sports psychologist. Or an executive coach. Your ambition is massive and beautiful. And because you’re so good at it you will attract unhappy people to tear you down. You need a teammate. Someone to help shield you from the bad energy and keep you aligned with your noble pursuit. My community of traders have so much love for you Serenity. Peace be with you. ❤️🙏

I hate it that my account got so big. That I can’t mention another person anymore without them gaining 1K+ followers or going viral in the algo. Now endless people just make up stuff and bait me into replying…

@BULLOFBRITAIN Well said! I want to jump through a screen door I’m so fired up by this. LFG retail!

@aleabitoreddit You are a beautiful soul.

Appreciate the X revenue sharing program! I actually end up passing it along to local charities I like, but don't normally share. I'm especially a big fan of local pet shelters, since my dog passed away last year and I'm still not completely over it. And addressing homelessness too, since I did make a lot of homeless friends back at UC Berkeley. At a certain point, you don't need more money. But it does help maximize the positive impact you can have, which is why I'm still on X (and not retiring, which I can do). It just feels fulfilling to live an honest life, be true to yourself, and see how much of a positive change you can make in this world before you go? My goal on X has always been how to help the retail investor the most... compared to traditional models of selling every single piece of alpha to institutions first. Actions speak louder than words, hence why subscriptions are $1 and I publish all my ideas/thought process for free to everyone here (even though I could charge $50). So people can do what I do themselves when I leave one day! In terms of next steps, I thought it would be fun if retail had the exact same edge as Citadel and the other hedge funds? So I was planning on releasing custom LLMs for free (I was a research scientist in the past you know) and using the extra subscription revenue to subsidize compute/data costs. Think it will be fun!

@investingluc @pepemoonboy @ruth_capital @ohiain @ZaStocks @GnT_Trades This is tremendous. Thank you. Im 3 months in discovering fintwit and literally can’t sleep. There is so much f-ing gold in this subculture. So many pure spirits helping others win. Like you! ❤️👊

How to learn from the best traders on X: ...by using the search bar. This is one worth bookmarking. I use it ALL the time. Go to profiles you trust and search specific keywords: - @ruth_capital = "know this" - @ohiain = "framework" - @ZaStocks = "environment" - @GnT_Trades = "discipline" - @NickSchmidt = "weekly" - @michaelsikand = "asymmetric" - @agnostoxxx = "risk" - @pepemoonboy = "selling" - @SRxTrades = "momentum" - @ConnorJBates_ = "sentiment" - @citrini = "conviction" - @market_sleuth = "volume" - @TheShortBear = "historical" - @TheLongInvest = "wave" - @Mr_Derivatives = "potential" - @stocktalkweekly = "leaders" ...these are just examples, but you get the point. Any time I want to learn about something specific, I use the search function on individual profiles that I trust. You get years of their best thinking. Unlimited, hyper-specific alpha. ♥️Luc

@aleabitoreddit I’m a proud @aleabitoreddit IBKR signer upper. Buying foreign stocks after getting permission to access the specific foreign market is like becoming part of some secret Serenity society. WAY more fun and exciting than buying on Schwab. I feel like a global citizen! More please!

You’re welcome $IBKR? But it legitimately is the better brokerage right now, I’m surprised $HOOD doesn’t have international stocks.

Makes sense. There doesnt seem to be any shortcut to true conviction. The irony is if you just blindly borrow conviction from you and guys like @serenity you will absolutely kill it. Tough fact to wrestle with. IF any books come to mind that were super helpful for beginner trader please share! Thanks for responding and for all you do for retail. 😍

Personally I just listen to a gazillion podcasts and read every good book I can. Then I put it to use and see what works and wha doesn't. Over time you get your conviction. When it comes to being super high allocation in individual stocks, you obviously take on massive risks, so you gotta do insane amounts of research and feel like there's no better place to put your money imho to do it.

Not too bad for the unholy amount of leverage I've used. Personal account is now at a point where I'm more risk averse than before, because I simply have not much to gain in terms of quality of life changes. At this point making gains is honestly just a... hobby? And I guess main reason if I'm honest is ego? Feel like I want to transition the purpose of my investing to helping other people make life changing money. Seeing followers go from 10k to 100k or 100k to $1M feels significantly more meaningful to me right now than anything else. I don't want to come across as arrogant, but the idea that I can assist people in making investments that help them achieve financial freedom is so damn satisfying. If my picks help you make money, all I ask is that you let me know in the comments or DMs! Because I want to know. That's my motivation. P.S. don't get me wrong, I still like making money, I just don't do it only for the money (anymore).

@daniel_koss You see it with Aschenbrenner and $BE. just massive cajones. but i see all these full port tweets from deep thinking X guys like you and others. Just curious how you think about it and whether you have mentors/follows that helped you.

@davidwalton I just had this convo with a very smart big company portfolio manager. It's hard!

@patrickc You can just use your ancestry or 23 and Me results. It’s great.

I'm lucky enough to have a great doctor and access to excellent Bay Area medical care. I've taken lots of standard screening tests over the years and have tried lots of "health tech" devices and tools. With all this said, by far the most useful preventative medical advice that I've ever received has come from unleashing coding agents on my genome, having them investigate my specific mutations, and having them recommend specific follow-on tests and treatments. Population averages are population averages, but we ourselves are not averages. For example, it turns out that I probably have a 30x(!) higher-than-average predisposition to melanoma. Fortunately, there are both specific supplements that help counteract the particular mutations I have, and of course I can significantly dial up my screening frequency. So, this is very useful to know. I don't know exactly how much the analysis cost, but probably less than $100. Sequencing my genome cost a few hundred dollars. (One often sees papers and articles claiming that models aren't very good at medical reasoning. These analyses are usually based on employing several-year-old models, which is a kind of ludicrous malpractice. It is true that you still have to carefully monitor the agents' reasoning, and they do on occasion jump to conclusions or skip steps, requiring some nudging and re-steering. But, overall, they are almost literally infinitely better for this kind of work than what one can otherwise obtain today.) There are still lots of questions about how this will diffuse and get adopted, but it seems very clear that medical practice is about to improve enormously. Exciting times!

@aleabitoreddit They are unloved unhappy people. They don’t matter. I will be better about sharing my love for you. I’ve read every reply you’ve written for last month. You are a gift to the world. A karmic warrior. Win and help win. Stay true to that. Block haters. You deserve all love.

Glad to hear it! I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD? 1. $AXTI 2. $AAOI 3. $SIVEF 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB Not including others like $TSEM that are about to hit triple digit returns too in a month. The amount of hate people like myself get for posting free ideas over the internet is pretty insane TBH. Starting to make sense why people just set up $20,000 paywalls and sell info to Western institutions instead of helping out salty retail investors (especially over in Europe). But helps me keep motivated to keep posting with these positive comments.