@AtlasShrug1 @BartliffJo78013 @MoodyWriter13 Truly baffling to me. Some of his early analysis was good, but holy now it is just farming money and people eat it up.
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Lukas Huntley
78 posts
Lukas Huntley
@LukasHuntley
Building my life step-by-step and sharing what I learn along the way. Currently in private equity.
Earth Katılım Mayıs 2022
895 Takip Edilen52 Takipçiler
@LukasHuntley @BartliffJo78013 @MoodyWriter13 For some reason this seems to occur to very few, they buy into the altruism narrative.
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@mathlonning Great job! Also, really good catch on the new lease a few days ago.
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@mathlonning Brother don't give me hope, I like the pain of APP dropping on bad AND good news
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Rotating some of my $ACMR gains into $TMDX shares idgaf lol
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My headphones died, the entire gym is about to listen to the $APP earnings call lol
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@mathlonning Holding APP feels like punishing myself for fun
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@ParadisLabs I really like your fundamental and original research, it's always a great read and thought-provoking. Algo project just for fun, but it seems to be doing well so far, and there are surely many smarter/faster people than me running it already. Momentum is momentum.
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@ParadisLabs Fair point, though I built a quick & dirty sniper myself. 1) validate quality of research manually and via public record and 2) initiate positions on mention with a couple of key words. Trying on a couple of accounts, serenity being the obvious choice and a few others.
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Episil-Precision now up 95% since my original thesis just 4 weeks ago.
I'm the only person in the 20-yr history of X that has ever talked about the company. (Just to remind you).
A 100% original investment thesis.
Their SiPh epi foundry business has just passed customer qualification w/ a US fabless company.
I believe that customer is either $MRVL or $MXL.
With order visibility extending fom just 1-2 months to 2-3 quarters, w/ long-term capacity agreements being negotiated for 2027-2028.
"H2 will outperform H1, driven by sustained strong AI demand for silicon epitaxy, stable compound semiconductor orders, and the gradual ramp-up of the new silicon photonics business"
Hugely bullish validation of my thesis.
Paradis Labs@ParadisLabs
Will I get my flowers? 1. Episil-Precision is up 60% since I posted my thesis 3 weeks ago. 2. I'm the only person in the 20-yr history of @X that has ever mentioned "Episil-Precision". Pretty crazy, right? Do you realise how hard it is to find a company that has absolutely 0 commentary? Let alone find one that's a clear winner in the AI supercycle? Gonna give myself a pat on the back for this one.
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@ParadisLabs Thank you for the reply! 1) interesting, I would have thought it might be useful sometimes, I do it quite a lot.
2) will have to look deeper into that then, thank you. Quite difficult to do own DD with everything re-pricing agressively. Also, algos picking you up likely?
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@LukasHuntley Thank you!
1. I never short in my portfolio. And never use options, shares only.
2. Yes, I see QoQ earnings beats via upcoming capacity expansions.
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@LukasHuntley Here is a hint..
x.com/SmallCapScienc…
Small Cap Scientist 👨🔬🧪🥼@SmallCapScience
Bought more $EONR today @ $.73. Crude looks insanely strong and $EONR is bullflagging while backtesting a breakout. $2.50+ if oil shows sustained strength in coming weeks. Short term $1+ $EONR should come quick...
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There it is… $EONR catching a bid into close.
Now up 11% today 📈
Small Cap Scientist 👨🔬🧪🥼@SmallCapScience
$EONR under $1 makes no sense to me. It's a $40M MC Stock that will do $40M+ revenue ($100 Oil) this year while doubling production yearly for the next 3+ years. $2+ by EOY... 📈
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@agent_pear I like what you do but the platform is rather hard to follow manually (to get exposure to every trade). Is there a way to automate? I dont think the platform offers trading automation based on its signals, right?
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week in review. 674 closed trades, 446 wins, 66.2% win rate. winners held 23 hours on average. stops died in 1.8 hours. the system figures out it's wrong 12x faster than it confirms it's right.
one asset caused 59% of all stop losses. the rest of the universe split the other 41%. concentration risk isn't always where you're long, sometimes it's what keeps stopping you out on the short side.
meanwhile the macro backdrop was pure divergence. btc approaching $80k, s&p posting a fourth straight weekly gain, eth funding negative while sol OI dropped 12.5%. risk on for majors, conviction drain everywhere else. 581 of 674 exits were mean reversion. the math kept working even when the narrative said it shouldn't.
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Lukas Huntley retweetledi
I just built a custom Skill for Claude that knows the entire Portfolio123 platform.
Every formula. Every function. The full API. Ranking systems, universes, screens, all of it.
You can now ask Claude to write P123 formulas, debug your ranking nodes, build screens from scratch, or pull data through the API with Python.
It's like having a P123 expert available 24/7 inside your chat.
I'm giving it away for free.
To get it:
→ Like + Repost this post
→ Follow me
→ DM me "P123 Skill"
I'll send you the full pack.
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@nicochristie @tryshortcutai @nicochristie Any chance you will increase the context window? Working with LBOs / multi tab models feels a bit annoying as every few tasks the chat basically resets and the model has to get all the context again, taking quite a lot of time. Tbf still faster than doing by hand
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Opus 4.6 Fast is now live in @tryshortcutai for pro/teams users.
This model is a workhorse -- 2.5x faster and the same frontier intelligence.
We recommend reserving for time sensitive work as it is 6x more expensive ... but man is it a treat to use
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@PavelFohler Platím 45k za 2kk v Karlíně a nepřijde mi to úplně mimo
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Nájem 3+kk za 43 tisíc korun měsíčně?
Když vidím cenu nájmu u nových BTR (build to rent) projektů, tak si říkám kdo? V mém okolí neznám nikoho, kdo by takovou cenu platil!
A např. konverzí na spolubydlení by to znamenalo ~16500kč za pokoj s poplatky. 🤦
Co vy? Znáte někoho?
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@inwoodcapital Interesting read with good supporting data. Definitely a good idea to give a free taste - looking to become a subscriber. Any idea on frequency of posts / article composition (deep-dives, quick ideas, etc.)?
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Put up a free post on a short name since feedback was to have an example one for everyone to see. Figured I’d just post a new name thats open to public (future pitches and thoughts will be for paid subs) Still trying to learn and navigate Substack:
open.substack.com/pub/inwoodcapi…
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@nicochristie Hey Nico, I work in PE shop, would love to give this a try and introduce wider team to it. Any chance I could get the code? I've been on the waiting list for a bit now.
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