PJ Mattei
845 posts


@NotA_Bull What dip? Onl dip i see is $nke (Nike), example: $AMD from 189$ to 460$ within 3 weeks, now 430$ is a dip? No, if you are not in under 250$, better just don’t buy it. You missed it, wait for shorts, ir short already. Sell in May and go away.
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@MrSnoopyTrades @_LEAPOptionsCP_ PLTR is large growth. Peg would be a better ratio to check
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@_LEAPOptionsCP_ I’m long $NOW, however $PLTR seems like a solid bet as well, although it’s P/E is like 150
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UNPOPULAR OPINION:
I don’t believe in 401(k)s, Roth IRAs, or traditional IRAs. I have none of them.
If you’re a Roth millionaire, you’re basically a paper millionaire on hold. The money looks great on paper, but you’re still waiting for permission, waiting for retirement, waiting for “someday.”
Me? I’m living life NOW. Making the moves NOW. Building freedom NOW.
Let’s just say… I’m not on hold. 💃
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@amitisinvesting No chance in hell we’ll see a rate cut this year. Maybe not even in 2027
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LOL. This is all fake bullshit. Jim made a deal with the CIA. He invests in the tech they want and need and he gets a lifetime free pass on insider trading the same companies without consequence to laws. LMFAO that you believe this bullshit is math and intellect. Same nonsense as Warren Buffett. All he did was illegally front run insider trading prior to RegFD when he met the CEO and CFO to better understand earnings before they announced. Stupid fucking fraud. All of it.
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Renaissance Technologies filed their Q4 2025 holdings with the SEC in February.
This is the fund built by Jim Simons, a mathematician who beat Wall Street for 40 years using pure math and zero emotion.
It has NEVER once had a down decade. Not one.
Their Medallion Fund averaged 66% annual returns before fees for over 20 years. The best track record in the history of investing.
Here's what they were holding at December 31, 2025, and what those positions are worth today.
MU – held $859M worth at ~$186/share. Now ~$768. Up 312%.
BE – held $22.6M worth at ~$87/share. Now ~$287. Up 230%.
AMD – held $267M worth at ~$211/share. Now ~$455. Up 116%.
This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC.
Renaissance is in that list.
We will be breaking down EVERY major filing right here the moment they drop.
Follow us with notifications before it’s too late.
If you don’t follow us, you might regret.

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I thought eucalyptus revenue would be realized on this report
Wrong
Long $HIMS
matt@longinvest32
Earnings leaked It’s a double beat After hours Monday should be fun $HIMS
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@YodaStockInvest $HIMS A lot of people do not see the potential this company has
$SOFI Is the future of banking, the masses have not realized it yet
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@JamieBonkiewicz The difference is that conservative people would be responding with facts and logic rather than unhinged vibes like you.
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@EndicottInvests Unlikely. Deal would be announced outside ER usually. This week the acquisition was the highlight
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