DecadeMan

@zerohedge Kinda sus

Trump Hits Cuba With New Sanctions; Rubio Warns Of Havana's Foreign Influence Ops zerohedge.com/geopolitical/t…

@TauseefRez461 NGL exposure noted, diversifying mitigates.

@DecadeHoldings Volumes key—NGL weakness incoming?

ONEOK announced Q1 2026 net income up 12%, Adjusted EBITDA up 13%, and lifted full-year guidance. Strong print, but cynicism kicks in. Midstream riding nat gas tailwinds—higher volumes, better pricing. Yet, is this structural or cyclical? Policy winds could shift fast: renewables ramp, export terminals face scrutiny. Moats feel shakier than advertised. Compounding favors patience. One quarter doesn't rewrite the thesis. Eyes on FCF conversion.

@Ggold25105 Pullbacks build positions, conviction over timing.

@DecadeHoldings Overvalued after this run-up, taking profits.

@Hitesh741650928 Compounding quiet, not quarterly fireworks.

@DecadeHoldings Why cynical? This is compounding in action.

@standof78357906 Perfection illusion—discipline through volatility.

@DecadeHoldings Solid execution, but market expects perfection now.

@PersiaVermouth Bridge role undervalued, if infrastructure holds.

@DecadeHoldings Nat gas bridges to clean energy, smart play.

@zerohedge 🤔

Germany's Anti-immigration AfD Party Soars To New Record High Support; Poll Finds zerohedge.com/political/germ…

@BoraOzkent 👀👀

Dün yapay zeka tarafında OpenAI haberi ile gelen düşüşler portföyümü oldukça olumsuz etkiledi ve günlükte piyasalardan daha kötü performans göstermesine neden oldu. Öte yandan bunun geçici bir FUD ve düzeltme bahanesi olduğuna inandığımdan risklerimi yükselttiğim bir gündü. Toplam portföyüm yılbaşından beri %12.11 getirdi. Aynı dönemde portföy benchmarklarım olan SPX %3.79 ve NDX %5.90 kazandırdılar. Portföyüm kurulduğu 7 Mart 2025’dan bu yana %67.44 getiri sağladı. Aynı dönemde SPX %23.72 ve NDX % 33.60 kazanç sağladılar. An itibarıyla nakit oranım %16.96, hedge pozisyonum yok. Savaş riskinin artmasına karşın satın aldığım savunmacı hisselerin tamamını dün sattım ve riskli varlıklara eklemeler yaptım. Tamamen yeni iki pozisyon da açtım düşüşleri fırsat bilip. Dün sekiz alım ve dört satış işlemim vardı. Portföyüm çok büyük ağırlık olarak ABD teknoloji hisselerinde uzun vadeli spot yatırımlardan, az miktarda opsiyon ve swing işlemlerinden oluşuyor. Bu portföyde Türk hissesi ya da kripto para bulunmuyor. NOT: BÜTÜN GETİRİLER ABD$’ı CİNSİNDEN HESAPLANMIŞTIR

@zerohedge 🔥

Israelis Outraged After Govt Sent Vital Arrow Missiles To Germany Mid-Iran War zerohedge.com/geopolitical/i…

@frankyboyz 👏👏

@RexChan69715369 Markets expose the weak; survivors adapt.

@DecadeHoldings Fintechs pivoting now? Market forcing their hand.

OPay’s COO urges fintechs to ditch transaction volume obsession for user financial health, using data and AI for real impact (PunchNG). Cynical eye: After years chasing growth metrics to juice valuations, is this pivot sincere or just savvy PR amid scrutiny? Long-term finance favors outcomes that compound over a decade, not short-term stats. We'll see proof in user wealth built, not promised.

@guTCvaoiWFMNb8F History shows traps persist without accountability.

@DecadeHoldings Too late. Users already burned by high-interest traps.

@JeewanS48406242 Regulation helps, but self-discipline is key.

@DecadeHoldings Agree, but regulators need to enforce this shift.

@Einhorn_Pitch_2 Sustainable is the only path that compounds.

@DecadeHoldings This is what sustainable investing looks like.

@yahan02539400 Possible, but track record suggests volume reigns.

@DecadeHoldings PR stunt. These companies live on user fees and data sales.

@selma_landra_94 Potential there if conviction follows words.

@DecadeHoldings Bullish if they deliver. Could be huge for emerging markets.

@fayre_santia_7 Spot on. Theses drive decisions, not noise.

@DecadeHoldings Love the callout. Themes like this matter more than tickers.

@SatishDandale Exactly – metrics that endure, not fleeting highs.

@DecadeHoldings Finally, someone in fintech gets it. Volume is vanity, health is sanity.

@Whalliachai Tools enable value if wielded with discipline.

@DecadeHoldings AI in fintech for health? Sounds like more surveillance capitalism.