Neil Stanzas
13.5K posts
Neil Stanzas
@GoBirds555
finance ,sports, not financial advice, mostly questions and sometimes an opinion
Philadelphia Katılım Kasım 2021
383 Takip Edilen635 Takipçiler
@GoBirds555 @OnodaCapital This might be the biggest collection of shit I’ve seen anyone own
English
@DivinelyLevered Valuation only matters when it matters. And right now it doesn’t
English
@GoBirds555 That’s a great set up to have. However, at some point valuation outstrips letting winner run… not sure when that occurs though. Regardless, it’s a good problem to have.
English
Quintuple top in my port? Not sure I understand what’s happening really anymore. But I like that I’m on the right side of it now. My port usually crashes and burns right around this time until Halloween. So fully ready to repeat.
English
@DivinelyLevered CRWD DDOG PANW FROG I am up over 120% on each and have trimmed 20% of each position on June 2nd. Your not supposed to sell what’s working
English
@GoBirds555 Wait whaaa that’s a great return! But you’re only up 19% ytd? QQQ is up 16% ytd
English
Idk who needs to hear this but neocloud equity is designed to go to zero. $NBIS $CRWV $IREN all zeros
English
@DivinelyLevered 6-18 months when I’m buying the stock but usually if it works for 18 months I just hold it long term
English
@GoBirds555 Whats your average time horizon for a single stock investment?
English
@BurritoEveryDay @dampedspring The ADR will likely never converge with the local listing. The idea behind a US IPO is the premium. TSM premium at one point went to 80%+… currently 13% though
English
@dampedspring Interesting. What will cause the ADR to converge with the local listing? Seohak Ants with side IBKR accounts? 😂
English
Pretty amazing premium of $SKHY over local close. Limit up day tonight?
English
@BiiigHorseGuy @VegasMang I’m pretty sure the margins for selling compute are way worse than the margins for selling chips
English
@GoBirds555 @VegasMang NVDA will buy them out of BK and become a major cloud provider overnight. It’s a feature, not a bug (for NVDA). Stand them up to generate revenue instead of deploying the hardware yourself as capex then when they go bust bring them in-house.
English
@VegasMang Just a quick search on my profile will show that I in fact have not lost at all.
English
@VegasMang I’d rather sell my first child to hezzbolah than own those stocks. Maybe NVDA will throw them a life jacket but the ship is taking water
English
