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@DeepValueBagger

$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Building agentic equity research platform. e/acc

Bahamas Katılım Şubat 2024
589 Takip Edilen45.5K Takipçiler
Nate Endicott
Nate Endicott@EndicottInvests·
Public account is now up 17.5% YTD 8 positions are green: $NBIS $ZETA $AMZN $IBIT $PGY $APP $NVDA $HOOD 1 position is red: $META $QQQ is only up 10% and the $SPY is only up 5.6% in the same time period. All it takes is $100 a week!
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DVB
DVB@DeepValueBagger·
The CEO of $MU was the co-founder of $sndk. The more you know...
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amit
amit@amitisinvesting·
$MU
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Math
Math@nostradamath·
@DeepValueBagger Everything is running but not seeing much “new ATH screenshots” here on X.
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DVB
DVB@DeepValueBagger·
The stock market literally feels like the cash machine game right now. You try to catch as much you can but you can only hold so much. 😂
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Patient Investor
Patient Investor@PSInvestor·
@DeepValueBagger Catching every last dollar is where we might lose the ones we already gained. You have to preserve your capital too and capture your gains. Love it brother, beast of a run and you still have more left to capture. Congratulations.
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DVB
DVB@DeepValueBagger·
Just to show you I am human. I trimmed half of my $INTC at that arrow. I'm short of 400K on the run up. I seriously thought $100 was a psychological barrier. Wrong.
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Nate Endicott
Nate Endicott@EndicottInvests·
@DeepValueBagger Goal wasn’t to degen, I already do that in my private accounts. Goal is to show people they can build real wealth by building long lasting portfolios
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DVB
DVB@DeepValueBagger·
@rroruman Are you oblivious to SPY actual return?
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Raul Robin Oruman
Raul Robin Oruman@rroruman·
@DeepValueBagger 900% in 3 years in the best bull run in a decade needs more context. The alpha over index matters more than the return. What did SPY do in the same window? That's the only number that tells you if the edge is real.
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DVB
DVB@DeepValueBagger·
I view my investments within the entire market (sector, and cross sector). I have high conviction commentary that comes from my depth of knowledge and experience. You won't hear me say: - Neutral: $META earning is good, but price is down -- market does not get it. - Neutral: $DUOL is 5 times its sales, it's so undervalued and market is scared. - This stock could 10x. - Twist every bad news into a good news. Every post is a bit of insight even if you may disagree with it. Sometimes commentary may sound bearish, but it just means I like another company more given the news. I know people like posts that empathize with you "your stock is down, the market doesn't get it". I'm not here for that. I'm a realist. It's probably very unusual for people to hear. Things can change on the dime. This level alertness allow me to do 900% in 3 short years.
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MarketRhythm | Timing & Structure
@DeepValueBagger @StockSavvyShay Her track record aside, ARK flows still move names in the short term. Dismissing the signal entirely means ignoring order flow that algos and momentum traders actively front-run. You don't have to agree with the thesis to trade the positioning effect.
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DVB
DVB@DeepValueBagger·
@ariaradnia Good for you. Goal is not to lose money 😂
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DVB
DVB@DeepValueBagger·
@GhostCapitalBoo it had to be done. i rotated some to $MU all good
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Johhnywalker
Johhnywalker@johhnyWalkerAZ·
I always thought $RKLB would win in the end. $ASTS I was asked many times why I wasn’t in it
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DVB
DVB@DeepValueBagger·
@runsonai Auto research is the best approach. I've been running 100 experiments and stuck until i saw your post. Running qwen36 at 60 to 100 token per sec feels good. It outperformed on all the eval tests 😊
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Thanh Pham
Thanh Pham@runsonai·
@DeepValueBagger Right? I had no idea either until I started using codex /goal and hooked it with X and perplexity api to find all combos worth experimenting.
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Thanh Pham
Thanh Pham@runsonai·
Here's how I went from 23 tok/s to 79 tok/s on my GX10 (DGX Spark) on Qwen3.6-35B-A3B by changing some configs, parameters and firmware upgrades. I scoured nvidia forums and x so you don't have to...
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Retail Mourinho
Retail Mourinho@retail_mourinho·
$ASTS has lost every support
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