Mikael
3K posts

Mikael
@Ingeltun
Buy high - sell higher. Fan @ChelseaFC
Nacka Katılım Ekim 2009
2.7K Takip Edilen409 Takipçiler

RT @martin121: Har #finanstwitter koll på att Flat Capital sitter på ett gäng SpaceX-aktier förresten? Har investerat 18m sek i Q3-24 samt…
Svenska

@aleabitoreddit What is your sell signal or do you do a bit of gardening every week?
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I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe.
Do you remember these thesis anon?
1. $AXTI
2. $SIVE
3. $AAOI
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
16. $SNDK
17. $SIMO
18. $VPG
19. $TSEM
20. $ARM
21. $MRVL
22. $INTC
23. $LPK
24. $NBIS
25. $MU
They're all up 100-1000%+, because...
1. I post a thesis.
2. People can see how the stock performs months later.
3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns.
I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets.
Then use that to get more by selling expensive subscriptions rather than through market returns.
So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages.
TLDR: Market returns in terms of percentages matter the most to validate a thesis.
Not the dollar amount made.

krasko@krasko1199362
@aleabitoreddit Notice there's no dollar amount attributed
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@EliasAndersson Tvärtom! Jag suktar efter håsen, det här kan bli otroligt bra för svensk smallcaphausse
Svenska
Mikael retweetledi


Fick första recensionen nu, av ingen mindre än @Snaljapen: "faktiskt förvånandsvärt rimlig".
Ehh, tack?
Svenska

RT @wallstengine: Leopold’s Situational Awareness 13F is out.
New positions include $TE, $HIVE, $INTC, $AMD, $ASML, $NVDA
+
$NVDA puts,…
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Mikael retweetledi

Today I learned $SIVE was so actively shorted...
That the price going up accidentally might take down hedge funds?
A hedge fund Colosseum is down -19.8% last month largely due to their short position of Sivers.
They now face infinite losses as CPO ramps up parabolically over the next two years.
Sivers was never a short squeeze play since fundamentally, it's one of the most compelling CPO related longs.
But it's an interesting effect as a byproduct, especially now that they might need to buy back % of the float.

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