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MetaaL
3.1K posts
MetaaL
@MetaaL_
Execution is everything - founder @velariumcapital - $6.50 AUM
Katılım Mart 2018
709 Takip Edilen1.3K Takipçiler
If Jensen thinks it's cheap he should buy back shares instead of increasing dividends... No one holds $NVDA for dividends
tae kim@firstadopter
Jensen when asked why Nvidia’s valuation is lower than the market: “That’s one of the mysteries of the universe. I think all of this is going to get sorted out. In the end, they can’t hold back performance." $NVDA (via CNBC)
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Maybe stop posting google chart and show a screenshot of your portfolio position that's shows 8000% upnl
Serenity@aleabitoreddit
People are really out there saying, don’t doubt me off 10% returns. I present to you: $AXTI
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Why even have shit that's sub 3% allocation when you have a 55% weighting towards one name?
Just remove the other crap and keep top 3-5 names.
Jacob@jacobiinvest
What do you guys think of this portfolio for a 22 year old? $NBIS: 55.37% $UNH: 9.29% $GOOGL: 7.80% $RKLB: 4.68% $CLOV: 3.94% $AIRJ: 3.07% $ABCL: 1.93% $RDW: 1.91% $OSCR: 1.84% $NOW: 1.74% $DLO: 1.73% $HIMS: 1.69% $MU: 1.40% $HOOD: 1.30% $JOBY: 0.99% $ANET: 0.60% $KULR: 0.57% $LPSN: 0.14% What would you change?
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One takeaway from Alex Hormozis shorts about people asking for advice is:
Apparently in the US you can make millions in revenue with the most basic bitch business there is.
Dance studios
Waste removal
Relocation services
Random specialized tool supplier
Europe is fucked.
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The PDL reclaim on $INTC today 🤑
JUICE
lets hope it doesn't get revisited, got quite the bag and hedged it with $NVDA puts
MetaaL@MetaaL_
@MagnusMcBlack yea i'm adding back sub 105 and into the high 90s. a dream would be sub 90. godlike setup is a sweep of 80 and reclaim. under 80 is big nono.
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Depending on the language you use when speaking/writing to yourself, it could also be the best source of depression
MetaaL@MetaaL_
best source of edge: Old trading journal entries
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Honestly, same for trading.
Try. Fail. Reiterate. Repeat.
You do need a basic understanding of markets though.
Richard@Rodairos
Got asked today: "what's the best AI course for someone just starting out?" I went down this same rabbit hole not too long ago. Looked at everything Honest answer: none of them are worth your time Jump in and fail fast. When you get stuck, ask the AI, watch a 3 minute youtube video, google it. Then keep going. Get stuck again. Repeat. That loop will teach you more in a week than any course will in a month. Everything else is just procrastination dressed up as preparation.
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