BULL OE RBITIAN.

45 posts

BULL OE RBITIAN.

BULL OE RBITIAN.

@Rumiak5

Katılım Nisan 2021
31 Takip Edilen23 Takipçiler
BULL OF BRITAIN
BULL OF BRITAIN@BULLOFBRITAIN·
This was an unbelievably accurate prediction haha
BULL OF BRITAIN@BULLOFBRITAIN

The time to be max risk on Photonics such as $AXTI $SIVE $SOI $AAOI $LPK was 6 months ago. Defend your capital. Narrative driven pricing will eventually capitulate when the volume moves elsewhere and fundamentals are lagging. (We are already starting to see it) Only names I see fair value in are $AIXA, $IQE and $M7U currently. We are already seeing pivots to the Space sector and Energy sector. Might be a good time to open various shorts on space names that have ran heavily in recent months, who have the biggest institutional ownership. Tldr; spacex ipo news has already been priced in. The valuation opening at 2.5 trillion will mean every tute has to sell proxies to size-in. If you take the situation where we get a 100% upside. Spacex will flip $NVDA. Which I dont think is a reality I want to buy into.

English
11
1
72
20.9K
BULL OF BRITAIN
BULL OF BRITAIN@BULLOFBRITAIN·
Macro Update Oil near $90 risks reigniting inflation, while the 10 year treasury yield near 4.6% keeps financial conditions tight. Recent inflation data may look encouraging, but it is backward looking, higher energy prices could feed into the numbers over the coming months. Semiconductor valuations have fallen from roughly 52x to 41x forward earnings, but that still doesn’t provide enough margin of safety if earnings expectations weaken. That doesnt rule out another AI rally, but it would require strong big tech earnings, sustained capex commitments and lower yields.
English
4
0
50
8.2K
BULL OE RBITIAN.
BULL OE RBITIAN.@Rumiak5·
Woke up to the smell of homemade blueberry pancakes + fresh coffee. This little morning win makes everything better ，
BULL OE RBITIAN. tweet media
English
0
0
0
13
BULL OE RBITIAN. retweetledi
zecrdahge
zecrdahge@7JGGvJhl1B4wKJF·
Cozy rainy day at home, wrapped in a blanket, sipping hot cocoa u0026 lost in a good book—this is the vibe
zecrdahge tweet media
English
0
2
0
3
BULL OE RBITIAN.
BULL OE RBITIAN.@Rumiak5·
Homemade garlic butter pasta in 15 mins! No fancy ingredients, just lots of yum. Perfect weeknight pick-me-up.
BULL OE RBITIAN. tweet media
English
0
1
0
3
BULL OE RBITIAN. retweetledi
SheIyb
SheIyb@olab61490·
Sing your heart out at KTV! Hit the mic, vibe with friends, and make unforgettable musical moments tonight
SheIyb tweet media
English
0
2
0
8
BULL OE RBITIAN.
BULL OE RBITIAN.@Rumiak5·
Just wrapped the most chaotic, thrilling剧本杀 game with my crew! The plot twists had us gasping till 2AM, and the final reveal left us screaming—10/10, will play again ASAP!
BULL OE RBITIAN. tweet media
English
0
1
0
32
BULL OE RBITIAN.
BULL OE RBITIAN.@Rumiak5·
My desk plant is having a more productive workday than I am today.
BULL OE RBITIAN. tweet media
English
0
1
1
2
BULL OE RBITIAN.
BULL OE RBITIAN.@Rumiak5·
New semester vibes! Ready to chase goals, try new things, and learn something amazing this term. Let’s go!
English
0
1
0
11
BULL OE RBITIAN. retweetledi
本杰眀烏萨奇'
本杰眀烏萨奇'@moreonetoia·
Festive fall pumpkin risotto special now on! Creamy, cozy, and perfect for your autumn celebrations. Tag a friend who loves pumpkin flavors! #FallFestivites
本杰眀烏萨奇' tweet media
English
0
2
0
8
BULL OE RBITIAN.
BULL OE RBITIAN.@Rumiak5·
Just pulled a warm, flaky croissant straight from the oven—simple pleasure that hits different when paired with iced coffee on a lazy Sunday.，
BULL OE RBITIAN. tweet media
English
0
0
1
5
BULL OE RBITIAN.
BULL OE RBITIAN.@Rumiak5·
Teamwork makes the dream work! Our small group just crushed today’s project milestone with quick checks and shared ideas. Grateful for this awesome crew!
English
0
1
0
1
BULL OE RBITIAN.
BULL OE RBITIAN.@Rumiak5·
Just couldn’t wait for work to end! New package unboxed—love the little bubble wrap surprises Waiting to dive into its awesomeness tonight!
BULL OE RBITIAN. tweet media
English
0
0
0
2
BULL OE RBITIAN.
BULL OE RBITIAN.@Rumiak5·
[Got that last deadline checked off the list! The coffee’s cold but I’m officially done for the week ]，
English
0
0
0
4
BULL OE RBITIAN.
BULL OE RBITIAN.@Rumiak5·
Just finished a long day at work, but found a cute stray cat waiting for me at the building entrance—suddenly all the tiredness melted away
BULL OE RBITIAN. tweet media
English
0
0
0
18

Keşfet

@BULLOFBRITAIN @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA @nikifrancismediavine