Elroy Tate 🇺🇸

@RealSimpleAriel This is good stuff but really hard to do.

You want to know a secret that changed my mentality around money? Scenario: April 1st your portfolio was 100k and we went on this magical run where it climbed up to 140k as of yesterdays close. Then a day like today comes along and you happened to get stopped on all your positions and you are now sitting at 130k. Did you lose 7.14% today or is your portfolio up 30% in a month? Unrealized gains ARE NOT YOURS. They belong to the market! If you want to mitigate volatility, trim into extensions. But if you are going to stress out about every down day as if the money was yours on an open position, you'll never truly be able to scale up comfortably. Treat every new buy or sell based on it's individual price action. And stop looking at your portfolio value every evening as if the money on open positions belongs to you. Checking portfolio value every 10min only leads to emotional and sloppy execution when you look at the whole and not the individual parts. If stock A is still acting great then it shouldn't be sold just because you took a small loss on stock B. Exit stock B and continue to let stock A work for its own merits. The minute you start to make emotional decisions because of money is when you ruin your chances at real growth.

@ismael27_X I find the phrase “Generational Wealth” to be the most overused on fintwit.

Los últimos resultados de $TMDX son el reflejo real del algoritmo de creación de riqueza generacional que más confunde a los inversores novatos, pero que más oportunidades crea entre los que ya somos perros viejos. Te explico 👇🗒️ Desde hace años $TMDX inició la transición hacia un modelo de negocio intensivo en capital y logística de altos coste fijos y peores márgenes que su negocio de productos médicos tradicional con un objetivo. Desbloquear un TAM gigantesco que no podría ser atendido de otra manera por la infraestructura logística y tecnológica existente dadas las limitaciones intrínsecas del proceso de trasplante de órganos (se mueren si vas lento y ya no sirven). Al igual que tradicionalmente han hecho empresas como $AMZN o $COST, $TMDX deteriora artificialmente la contabilidad de la empresa en el presente en harás de un mayor crecimiento duradero y mejor posición competitiva en el futuro. Una vez creces y escalas, nadie puede competir ni en precios ni en calidad contigo, mientras tu valor terminal, junto con tus retornos sobre el capital invertido futuros a perpetuidad son holgadamente superiores a los de la media del conjunto del mercado. Algo inmensamente valioso en matemática financiera si uno hace un DCF y sabe echar números. La contraparte 👇 Antes de usar una red logística nacional hay que crearla y antes de explotar una tecnología disruptiva hay que mejorarla. Esto implica inversión, tanto a nivel de OPEX (i+d) como CAPEX (aviones y aplicaciones) y por ende, bajos márgenes y ROIC ópticos a corto plazo. El mercado cree que esto es malo y el negocio es menos rentable. Pero lo que realmente ocurre es que el mercado no normaliza los números (ex-inversión en crecimiento) ni sabe anticipar lo retornos que están por venir acorde a lo que está preparando el negocio, que con casi total seguridad y tal y como ya ha ocurrido en el pasado, llegará. Es natural, dada la descomunal propuesta de valor tanto económica como social de la empresa. Salva vidas. Trasladado a los números de este Q1 2026 de $TMDX 👇 $TMDX ha iniciado el despegue de la expansión europea a fin replicar la misma red logística que ya tiene en Estados Unidos. Una oportunidad casi igual de grande o más, aún sin explotar y que catapultará la adopción de su producto (OCS) en el viejo continente. A diferencia de lo que ocurrió durante sus inicios en USA 🇺🇸, donde $TMDX siempre dependió inicialmente fuerte de la infraestructura de terceros con un modelo ineficiente que te exprime en márgenes (aviones caros gestionados por otros), $TMDX ha decido integrar verticalmente desde el primer momento toda su red logística de aviación en Europa 🇪🇺 a través de un contrato multi-década en forma de derechos de uso a través del acuerdo con una compañía de aviación idónea para el tipo de trabajo que $TMDX lleva a cabo. En el balance se ve como deuda, pero no lo es. Es el valor descontado al presente de todos los pagos que $TMDX va a realizar a décadas vistas por la utilización de ese CAPEX que las normas contables te obligan a reflejar de esta manera en forma de "derechos de uso" en el activo y "leasing financiero" en el pasivo. "Las gallinas que entrar por las que salen", como diría un famoso humorista español. Bajo los criterios GAAP en USA 🇺🇸, el leasing financiero se refleja vía P&L año a año como una amortización o depreciación del "derecho de uso" más una parte de interés relativa al echo de haber alquilado y no comprado íntegramente el activo tú mismo. Pero en esencia es como si ya fuera tuyo. En otras palabras, es OPEX y/o COGS al uso por llevar a cabo tu actividad, pero con otro nombre y desglose más rimbombante. 😂 Por otro lado, es sabido ampliamente por todos que las verticales del pulmón, corazón y riñón aún no han despegado, pero el coste en i+d sí, porque va antes. Una vez las ventas de estos últimos crezcan lo harán más rápido que el gasto en i+d y, especialmente, que el número de aviones de su flota actual, que verán su utilización incrementada y por ende sus niveles de retorno sobre el capital invertido (mejores márgenes y ratio ingresos/CAPEX). Por último, es también sabido por todos que el coste del combustible para aviones por la subida de precios del petróleo ha afectado ligeramente a presente, pero también que esa es una situación insostenible que tiene los días contados. Algo que probablemente anticipa hasta el menos lúcido. La afección real es simplemente nula largo plazo. Como no puede ser de otra forma y a la luz de la ejecución de la compañía hasta ahora, definitivamente "the best for $TMDX is yet to come". 🩷

@wliang Nah

It should be everyone's goal to acquire at least 1 $BTC sub $100,000. In 5-10 years, you'll be comfortable. At 10 Bitcoins, you'll be set for life. At 100 Bitcoins, you'll have generational wealth.

@jmoneystonks NVDA WULF INTC TSLA RKLB DOCN GOOGL

Few things Ill be looking for in terms of relative strength tonight. What reclaimed yesterdays low, and better yet, what didn't even test yesterdays low?

@TSDR_Trading I can't show you any stats. In fact, I'll bet you're right. But, I like knowing that the shares I've trimmed into strength can't be gapped over in the morning.

Show me stats that prove trimming beats trailing. I’ll wait. I am extremely proud, so far, of my willingness to avoid aggressive trims and hold the winners. Despite the mental difficulty it is often the most rewarding. Again, it is mentally hard as hell to dedicate to trailing the MAs on winners, but that is precisely where bigger returns are made. Not in 10-20% reductions of winners occasional along the advance. Who am I to say the stock doesn’t just go sideways for 6-20 sessions and the continues its advance.

@n_bancroft2 I was thinking more about the quantum observer. Just messing… 🤪

@ElroyTate2 I've tried it🤣 Best thing about looking less is you have less occasions to be pissed off 🤣

Reminder (to myself as well) that a stock will close at the same price whether you look at it 50 times throughout the day or 2. If you’ve got cushion and they’re acting well, get off the screens and leave them alone. Money is made in the sitting.

@Mr_Derivatives The term 0dte is misleading as every option contract starts out with at least a month until expo. It’s just that there are so many contracts there is one expiring every day. So, actually there were 0dte option contracts back then. One day per month.

Back in the 2010’s era: -There was $4-$7 commissions per trade -There was still the $25k PDT threshold requirement -There was no such thing as 0dte -There was no such thing as overnight trading -There was no social media to get real time information and/or sentiment Traders have it much better now than 15-20 years ago. Agree or agree to disagree?

@KASM_Capital Personally, I won’t even visit CA anymore. But we all have a different threshold of tolerance I guess.

@ElroyTate2 True but that’s not the point. You either pay the taxes and live here or don’t. Consider it a luxury tax.

Imagine complaining about California taxes

@1ChartMaster Dude, for God’s sake lose the cage!

Rise and grind. ☕️ 📊 🌞

@bluechipdaily I‘m not disagreeing with that point.

@ElroyTate2 Volume is irrelevant.

A few weeks ago, there were quite a few "no volume" doubters in the comments. As I noted below, no one's P/L is determined by volume, just price. For the doubters, $MAGS just put up a massive volume upside week. Highest upside volume since the April 2025 lows and 2nd highest upside volume week on record.

@Volume_Stocks Please explain what you mean by NVDA’s average price?

$CRWV #Coreweave Currently trading over $NVDA ‘s average price ⦿ Major partnership with $META ⦿ Solid support below ⦿ Continuation > 95 For those who avoid options, $CWVX is a 2x Leveraged ETF with solid upside potential.

@zerohedge There has never been a default on an AAA rated CLO.

The Next Shoe To Drop: As Private Credit Crisis Spreads, All Eyes Turn To CLOs zerohedge.com/markets/privat…

@MOSSADil Those are their allies.

🚨 BREAKING: IRGC-linked Tasnim lists US universities as potential targets Tasnim News Agency published a list of US-affiliated universities in the Gulf—including Qatar, UAE, Kuwait, Bahrain, and Saudi Arabia—framing them as potential targets. The report cites three Iranian universities struck since the war began: Iran University of Science and Technology (Mar 28), Shahid Beheshti University (Apr 3), and Sharif University of Technology (Mon). The Iranian outlet highlighted American branch campuses in Qatar’s Education City, UAE, NYU Abu Dhabi, American University of Kuwait and Bahrain, and the planned University of New Haven branch in Riyadh. Stay updated—follow @MOSSADil

@JimJones69_ @Kineticnewsfeed @KobeissiLetter Bernard, One day, probably 1-2 years from now, a day will pass like any other. A day that, had Harris been elected, a nuke would have gone off over Israel and Israel would have returned fire. You will be doing the things you do, oblivious and still hating Trump.

@Kineticnewsfeed @KobeissiLetter No, you retard. That’s completely different because that would be if we were attacked. This was a war of choice, completely unprovoked. A new forever war in the Middle East from the new new war crowd. It’s actually fucking wild.

BREAKING: The US-Europe alliance is reportedly reaching a "breaking point" over the Iran War, and President Trump has "mused" to aides about backing out of NATO, per WSJ. Details include: 1. Trans-Atlantic ties between the US and Europe are "deteriorating rapidly" 2. Trump has expressed "disgust" with European allies for not joining the US-Israeli war against Iran 3. Trump is questioning whether defending Europe serves US interests at all if Europeans do not help American military interventions in the Middle East or elsewhere 4. The White House’s stance is being described as a "break" with American global strategy since WW2 US-NATO relations appear to be at new lows.

@ProblemSniper A+ 👍

👇🏼 Trump giving you what you all voted for.

@EricLDaugh Floridians contact your state representative! flhouse.gov/representatives

🚨 BREAKING: Gov. Ron DeSantis is moving to get a radical leftist judge IMPEACHED after she RELEASED a known predator who went on to kill an innocent 5-year-old girl YES!! Start a nationwide trend! 🔥 DeSantis is petitioning the State Legislature to impeach Judge Tiffany Baker: “Until you start holding these judges ACCOUNTABLE, they are going to continue to find ways to benefit the criminal element!” “This was an outrage. This was such an easy call to make sure that this guy was put behind bars, and this judge refused to do it!” IMPEACH HER, and start impeaching nationwide 🇺🇸

@TRobinsonNewEra Floridians: Contact your reresentative! flhouse.gov/representatives

DeSantis is calling for the immediate impeachment of Judge Tiffany Baker. She released a child rapist, whilst out on bail, he raped, tortured and killed a 5 year old little girl! All judges doing this should be charged as culpable!