Tristar333

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Tristar333

Tristar333

@Michael83095368

$SPY spreads $TSLA leaps but still only made money on $NVDA & $AMD

Katılım Mayıs 2021
73 Takip Edilen67 Takipçiler
Tristar333
Tristar333@Michael83095368·
@ChrisCamillo Low allocation conviction on Amazon? Thesis hasn't even played out yet but you stripped your position to 1-5% wonder if we are headed into choppiness or euphoria? Might have to take profits for now wall street has no idea still imo
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Chris Camillo
Chris Camillo@ChrisCamillo·
Unreal month. Everyone asking for the next trade. Still might be $AMZN
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sherman
sherman@sherman777778·
@KobeissiLetter Now UP 3%. This is why posts like this that show the dumb chart is just a waste of time and energy
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Amazon stock, $AMZN, falls over -6% despite posting stronger than expected Q1 2026 earnings results.
The Kobeissi Letter tweet media
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LordPos3idon
LordPos3idon@LordPos3idon·
High Beta has never been easier. But how many people actually win in this game? Very few lotto winners, most always round trip it. This retail furus think they have the secret sauce, not recognizing they just happen to fall in that part of the lucky distribution. For every one of these success stories, I know of 20 that end up in straight disaster. Sure they may chalk it up to them having better risk management, sure, whatever helps them sleep at night. It’s as if we haven’t seen wild cycles of rolling sector bubbles that pop and leave untold damage to most of retail. These guys are all fucking clowns man, even if they aren’t clowns. Ignorance is bliss in other words. The fact that this dude took so little money and supposedly flipped it into big bags, the fact that he is calling this alpha, as he apes in AI trades, is straight laughable. Tell me you are a charlatan without telling me you are a charlatan.
Chris Camillo@ChrisCamillo

Loudest, dumbest market I’ve ever seen. Institutional capital the worst offender. Independent thinking is extinct. Alpha’s never been easier.

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Chris Camillo
Chris Camillo@ChrisCamillo·
Just when you think this market can’t get any dumber, $AMZN gets hit on foreign exchange rate noise. Can’t make this stuff up
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Tristar333
Tristar333@Michael83095368·
@LordPos3idon @TheStockBro @ChrisCamillo Firstly a stock can be both secondly you are a noob third most of the successful social arb trades you see are high alpha with high beta as a secondary cherry on the top, the point is that it's not gambling if you know something that someone else doesn't.
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LordPos3idon
LordPos3idon@LordPos3idon·
@TheStockBro @ChrisCamillo Dude he defined alpha wrong. It is legit high beta. That is a fact. Hop off his nuts. The dude doesn’t have any humility clearly. He is bonafide wrong, this isn’t even debatable. It’s hilarious you have Buffet as ya icon pic but over here championing high beta.
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Chris Camillo
Chris Camillo@ChrisCamillo·
@GerberKawasaki Bold statement for an account of your size and I doubt you want to mislead investors? Got data showing Robinhood only profits when users lose? Because like every broker, they make money on account growth and activity. $HOOD
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Chris Camillo
Chris Camillo@ChrisCamillo·
Same AI fear cycle every 60 days. This time right before tech earnings, recycling a stale OAI “miss” narrative. Market’s finally tuning it out.
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Tristar333
Tristar333@Michael83095368·
@ChrisCamillo @SmartContrart Why such short dated strikes is it that much more lucrative? Why not 30-50 days instead would be safer? Your conviction is crazy to me
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Chris Camillo
Chris Camillo@ChrisCamillo·
For the cynics who can’t comprehend a retail trader compounding ~70% for 20 years: one word, conviction. $AMZN
Chris Camillo tweet mediaChris Camillo tweet media
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SamAlτcoin.eth ☀️
SamAlτcoin.eth ☀️@SAMALTCOIN_ETH·
🚨 THE ALCHEMY OF 5% Sydney Sweeney, MrBeast, Cathie Wood, Tom Lee & Pudgy Penguin turned $BMNR's 4% of ALL $ETH bag into a full pop-punk banger. Made with 👇 @higgsfield @imagine @suno @Kling_ai
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Graham Stephan
Graham Stephan@GrahamStephan·
I’ve spent a decade telling people to do what I do: "Buy and Hold." Now I've decided to list my entire real estate portfolio for sale and walk away. It started slow. The bills, the maintenance, the tax increases... but the final straw was when I tried to develop an ADU to do exactly what the city of LA claims it wants investors like me to do: Create more housing. You'd think they'd make it easier, but after two delayed inspections, a sewer pipe replacement that needed 75 days advance notice, and a city-owned tree that became my responsibility, I'd had enough. The identity of being a real-estate guy is very hard to walk away from, trust me. For a long time, I stayed just because real estate was my "thing." It’s how I started. It’s what I’m known for. It led to every good thing in my life. But that blinded me to the fact that just because something served me in the past, it doesn't mean things haven't changed in the present. The reality of 2026 finally stripped the emotion away. My LA rentals are netting about 4-5% after the constant background noise of taxes, insurance spikes, and repairs. Meanwhile, a risk-free Treasury pays 5%. The trade-off just doesn't make sense any more. I’m reallocating to a liquid portfolio that actually lets me focus on the work I love. I published a deep dive on my Substack about the ADU nightmare that broke my patience, the exact numbers behind the exit, and where I’m moving the money next to buy back my sanity. I'll drop the link here in a bit.
Graham Stephan tweet media
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Tristar333
Tristar333@Michael83095368·
@ChrisCamillo @FredLamote @eliezeryaakov Will the Optimus 3 reveal this month change your sentiment at all? Are you being at the ready for any reveal? Or do you think there will be a delayed event on this? Maybe next month or next quarter?
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Chris Camillo
Chris Camillo@ChrisCamillo·
@FredLamote @eliezeryaakov It has nothing to do with manufacturing capacity. Optimus is not a scalable ready robot, not even close, and there is no means to deploy and operate anywhere near 150,000 bots this year. This is straight up false and misleading.
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spaghetti
spaghetti@eliezeryaakov·
Chris, what do you think about the timelines and specs outlined here? @ChrisCamillo
大趙@zhongwen2005

Tesla Optimus V3 Launch and Mass Production Plan Release Date: A formal V3 launch event is scheduled for late March or early April 2026, featuring a comprehensive product unveiling. Prior to this, key functionalities will be showcased in segments via video releases. Release Content: Static Display: New exterior design and mechanical structure details (e.g., drive mechanism of the dexterous hand). Dynamic Demonstration: Voice command comprehension and execution capabilities, such as selecting cups of different sizes in commercial settings based on instructions. Mass Production Targets and Timeline: Annual Goal: Projected mass production of approximately 150,000 units in 2026 (Musk previously mentioned targets of 100,000 or 1,000,000 internally, but this is a rational estimate based on production capacity). Production ramp-up: Following the launch event, significant order volumes are anticipated by late Q2, driving production capacity expansion. Internal demand: Tesla's own factories (for tasks like material handling, sealant application, and quality inspection) could require 70,000–80,000 units. Cost targets: Current small-batch material costs are approximately $43,000 per unit; the target is to reduce this to $20,000 per unit after achieving mass production (10,000–100,000 units).

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Peter DiCarlo
Peter DiCarlo@pdicarlotrader·
Hope I'm wrong, but my gut and system are telling me $SPY
GIF
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Peter DiCarlo
Peter DiCarlo@pdicarlotrader·
@WillContreras12 I don’t any stocks long term. All of my net worth is traded within the system
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Peter DiCarlo
Peter DiCarlo@pdicarlotrader·
$MSFT with a strong reaction off Monthly Bias and Point of Control. Both are major long‑term support levels in my system and signal extreme discount. Now I just need Monthly BX to start expanding. Once that confirms, I’m looking to go long.
Peter DiCarlo tweet media
Peter DiCarlo@pdicarlotrader

$MSFT is coming into major support. The monthly bias has been a strong long-term buy zone for this stock historically. But I’m not buying yet. Monthly BX is still red, so I wait for the system to confirm before going long. ✅

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Heisenberg
Heisenberg@Mr_Derivatives·
Wait what?! $NVDA Full porting if so.
Heisenberg tweet media
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Tristar333
Tristar333@Michael83095368·
@ChrisCamillo @tyler__palmer Have you ever seen this type of cycle before Chris? Extremely good news and earnings on undervalued blue chips crash the stock?
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Chris Camillo
Chris Camillo@ChrisCamillo·
Nonzero shot Trump era AI spins up a USG “frontier model” outfit while Nvidia locks in another hyperscaler client with effectively unlimited Capex. $NVDA
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Peter DiCarlo
Peter DiCarlo@pdicarlotrader·
@node0x0 You are correct. At some point it will reverse but until that confirms we continue to follow the plan
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Peter DiCarlo
Peter DiCarlo@pdicarlotrader·
Earnings this week isn't important for just $NVDA … but the entire market. 🚨 $NVDA is in a macro bull cycle and my long‑term model is targeting $220 in the next 90 days. In this video I break down the setup, my profit targets, and the exact conditions that flip me bearish.
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Tristar333
Tristar333@Michael83095368·
@amitisinvesting It's no longer a game of logic or intelligence, it's now a game of where are institutions gonna move their money to now.
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amit
amit@amitisinvesting·
The growth to value rotation is becoming one of the most fascinating things in the market when you really read how fund managers are discussing it. I'm going through $DE Deere Q1 earnings. It's seen as an industrial part of the stock market. Sales are up 13% YoY. Net income is down 25% YoY. Operating profit is down 59% YoY. This stock trades at 35x earnings and is up 42% YTD. One fund manager who owns it from Gamco Investors: "It is important to note that companies like Deere make 'things,' tangible items that cannot be disintermediated by AI." Really? That's why you're paying 35x earnings for a company with declining EPS growth? Because they make 'THINGS' that are physical? $DE is a great company and deserves a multiple but we are at the stage of this market where there is so much concern over AI commoditizing everything that now fund managers are plowing into companies that make physical things for the sake of not being in a sector that AI can replace. I think eventually this market wakes up and says that paying that much for negative growth does not make sense, AI is not going to destroy every sector alive, and worst case -- if AI is actually eating the world, then $NVDA should be much, much higher than now because all of that demand will come right back to the epicenter of AI. Verizon, Coke, Deere...all being preferred for negative/low growth vs $META, $GOOGL, $AMZN. Have no idea when but it does feel like things will eventually flip.
amit tweet media
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Keşfet

@ChrisCamillo @sherman777778 @KobeissiLetter @LordPos3idon @TheStockBro @Mtrader5250 @GerberKawasaki @HarryErps