Jeff Clauser
4.4K posts

Jeff Clauser
@JeffClauser
Sports enthusiast
United States Katılım Mayıs 2022
102 Takip Edilen56 Takipçiler

Went to a sports bar today to watch the tournament. We'd been there before, good food, good beer. Walked in and they had zero tournament games on. "Working on it." After one beer they still had zero games on. Mostly baseball and football re-runs on the TVs...a few TVs with a tournament app on, but "free trial expired.". Obviously, we left. I still don't actually understand any of it. How do you own a "sports bar" and not plan on having all the games on all day on one of the most important sports days of the year?
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@TCSoldier651 @EricDred @PhilMackey The offense was not remotely scaled down until they were out of the playoffs. That’s a fair argument.
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@EricDred @PhilMackey So it’s KOCs fault JJ can’t stay healthy?
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I'm not out on KOC yet...
But Brad Childress actually had an underrated Vikings coaching tenure.
Childress = .563 W% in his first four seasons + went to an NFC Championship Game.
KOC = .632 W%... but 0 playoff wins.
SKOR North - Minnesota Sports@SKORNorth
Kevin O'Connell = Brad Childress 2.0? 🤔
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@SkolSouth @PhilMackey He is a much better mind? Thats debatable.
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@PhilMackey This is plain silly. KOC is a much better football mind than Childress. Also, KOC has basically had only 3 draft picks to work with.
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@cperruna @BernieSanders Stick to social media slop and greed you'll never even come close to being on that man's level.
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@ClayTravis Tyler Tanner.
Since you’re such a humongous Vols fan, had you even heard of him before today??
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@TheLongInvest So you are good with Iran hanging its citizens? Fuck off. Go back to buttfucking your boy @spencerhakimian
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Year to Date return from Jan to March:
+564.36%.
I’m speed running last year’s 600%+ returns by finding undiscovered AI bottlenecks.
And picking the winners.
- 500%+ unrealized gains on $AXTI.
- $AAOI 3x’d in 3M or $IQE 2x in 1M.
- $LITE close to 100%+.
And I expect large capital rotation into silicon photonics + CPO names:
Like $SOI, $AEHR, or $SIVE this year.
(They’re up close to ~70-100%, but have a long way to go)
Then, this is compounded by misc longs, such as $CRCL that increased 148% in 1 month.
$NBIS that close to doubled from $70 back to $120.
$EWY IV trade is up 50-70% and names like $XLU are up 50%+.
My biggest loser YTD is $RDDT since my cost average was $148.
Some of the misc picks like $INFQ, $VPG, $AVAV, $LPTH are not doing as well.
But as I’ve mentioned aside from Reddit (which I had high concentration in), a lot of my other picks I’m not as familiar with, I have less concentration in:
But all my higher conviction picks like $TSEM have been strongly compounded recently.
And what matters is I get more things right than wrong, especially in my higher concentration names.
Majority of my YTD returns are actually unrealized since I don’t exit my longs, unless there’s material changes:
But I did realize a lot of gains at the beginning of the year post Venezuela conflict, as I identified some winners like Gold Reserve that doubled in a day.
Sadly I did sell some Asian names like Nittobo or Macronix that both went up 100-200%+ to rotate capital around the time of the Iran conflict… those ended up going a lot higher afterwards.
I swing trade a lot of misc names like in fintech or write CSP on the side.
Hence why I’m able to compound to 500%+.
While individual names are only up 100-200% (just keep doubling + rotating).
But if you want to ride the next trend:
Most obvious one is Photonics Supercycle if you just look at $AAOI earnings call or $LITE Nvidia GTC call for next few years.
And the current one is the Memory Supercycle if you just look at $SNDK returns.
And as you’ve seen after my original $AXTI thesis or now Soitec:
These names keep going in a vertical line up, as everyone suddenly now realizes its importance to the next paradigm shift for AI.
My strategy is identifying structural bottlenecks in the AI supply chains before the market discovers them.

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@spedarrow @plsn24 @Jakersfield2022 @burackbobby_ @sagesteele LMAO. They talked about movies and actors. Show me the part on politics.
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@JeffClauser @plsn24 @Jakersfield2022 @burackbobby_ @sagesteele When haven't they? They spent Tuesdays show talking about the Oscars....I had to turn it off. And now I'm done with him.
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@ClayTravis was a big fan for years until he told drew Brees in an interview that Brees should've kneeled for the national anthem
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Dan Patrick is a first ballot sports media hall of famer. Elite on TV and radio for decades. Phenomenal talent and work ethic.
Bobby Burack@burackbobby_
Column on Dan Patrick’s legacy as he approaches retirement, and how he adapted to the ever-changing media landscape better than most: Link: outkick.com/analysis/dan-p…
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@Jakersfield2022 @burackbobby_ @sagesteele Not true at all. He has Dan Dakich, tony dungy, Brady Quinn to name a few
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Rock N Roll Nation Live Track
#VanHalen
@VanHalen
Song: Jump
Do you like it, yes or no?
Follow us!
#CreditVideo Vanhalen
#Heart / #Comment/ #Retweet
#Twitter / #X
@RnRNationlive
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@RoushKSR We've been doing quite a bit of NCAA tourney on Get Up the last few days, no?
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@Super70sSports “Up close your’re a girl”
Klinger- “far way too”
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Trust me, I understand 😀
Kyle Brandt@KyleBrandt
Your name is sacred. Protect it and ask people to speak it properly.
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I used Colgate, a fluoride-based toothpaste, twice a day, every day since I was a child.
Little did I realize that Fluoride competes with iodine at thyroid receptor sites. Same receptors and direct competition. Your thyroid needs iodine to produce T3 and T4. Fluoride blocks the door.
You're delivering a thyroid-suppressing chemical through the most absorbent tissue in your body. Twice daily. And your dentist told you it was essential.
Hydroxyapatite toothpaste remineralizes teeth without touching your endocrine system. Been around for decades.
Japan uses it as standard.
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@InvestorDenis @Upstart is pure dogshit. Management just issues themselves stock. Total joke.
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Can someone explain how $UPST can trade at 58x earnings while $PGY is at 12x?
Lending? $PGY's network volume is growing faster and is more diversified across auto, credit cards, and point-of-sale.
Funding? $PGY is the #1 issuer of personal loan ABS in the US and has billions of dollars in upfront funding.
Plus $PGY has already reached consistent GAAP profitability, while $UPST is still fighting to stay out of the red.
The market is paying a brand name premium for $UPST because it was a 2021 retail darling.
Meanwhile, $PGY is outearning it, outfunding it, and outgrowing it.
All while trading at a 50%+ discount.

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March 15th, 1953
#HappyBirthday
#BretMichaels
#PoisonBand
@bretmichaels Sychak (born March 15, 1963), known professionally as Bret Michaels, is an American rock musician. He is the frontman of @poison, which has sold over 65 million albums worldwide and 30 million records in the United States.
The band has also charted 10 singles to the Top 40 of the Billboard Hot 100, including six Top 10 singles and a number-one single, "Every Rose Has Its Thorn".
Besides his career as frontman, he has several solo albums to his credit, including the soundtrack album to the 1998 film A Letter from Death Row in which Michaels starred, wrote and directed, and a rock album, Songs of Life, in 2003. Michaels has appeared in several films and TV shows, including as a judge on the talent show Nashville Star which led to his country influenced rock album Freedom of Sound in 2005.
He starred in the hit VH1 reality show Rock of Love with Bret Michaels and its sequels, which inspired his successful solo album Rock My World. He was also the winning contestant on NBC's reality show Celebrity Apprentice 3 and also featured in his own reality docuseries Bret Michaels:
Life as I Know It, which inspired his highest-charting album as a solo artist, Custom Built, reaching No. 1 on Billboard's Hard Rock chart. He is also known for hosting Rock My RV with Bret Michaels on the Travel Channel. In 2006, Hit Parader ranked Michaels at No. 40 on their list of greatest heavy metal singers of all time.

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