Tai Juan Semiconductor

@FICMBondTrader Because they would most likely have to quit their job to go there and not be able to find equivalent earning

I really don’t understand how someone making sub 150k in the USA doesn’t leave for Thailand / Vietnam / etc USA at that pauper pay rate is basically indentured servitude for 40 years and die Your quality of life will increase DRAMATICALLY leaving

@ALEXEIMARTOV Gemini

Choose your fighter

@ALEXEIMARTOV But you still don't think there's a case to allocate to $KYIV directly? Seems like positive developments in the war would create a psychological reaction among investors to buy it

Just checking the $KYIV results before bed (still >10% long $VEON). I will do a full write up of $VEON on substack, since they also just reported. Re $KYIV, very good, up 5% after hours. If we weren't doing the Iran thing right now, the stock would probably be going back to all time highs. But with the price of oil, unfortunately the war in Ukraine may drag on longer. After max fear in the market around the Iran situation and a 12% drop today, was a bit afraid of what the numbers would look like tonight (someone must know something!?!), but @Kaan_Terzioglu has been saying $KYIV have 24m subscribers in presentations very recently (w/ >5m on the new Starlink service) so I actually bought more VEON today on the giant dip. It's easy to read the news every day and think that Kyiv is about to fall. Then you realize 24 million people are still subscribed to Kyivstar, wandering around texting on their cell phones, going to work, etc. Full year EBITDA was 648m USD w/ 26% USD rev growth (guiding to 10% however). Keep in mind, VEON owns 83.6% of KYIV and has a market cap of 3 billion - and Pakistan is their largest business, not Ukraine. When I first wrote up $VEON (check on my substack, in my profile) I wrote that despite VEON being cheap, and deciding to make it a long, generally it is not good when Telcos enter internet businesses (I gave the example of Verizon/ $VZ's Oath disaster). Internet businesses in America are just way too competitive - your average YC company is going to out compete Verizon, nevermind Google. VEON is executing well on their plan however, which is much more viable in emerging markets. The latest acquisition on the Kyivstar side has been Tabletki.ua, Ukraine’s leading online marketplace for medicines and healthcare products, for USD 160 mn. This follows the acquisition of Uklon (the Uber of Ukraine) and Helsi (a patient portal/telemed app), as well as a small fixed broadband provider. Its very strange to browse Tabletki.ua and see cosmetics items on the front page. Even in the middle of a major hot war with insanity on the front lines every day, rolling blackouts, and freezing cold weather, in Kyiv, life goes on. People take their multivitamins, buy their pet food. Very strange. Overall, I am impressed with Kyivstar. They are providing exits for struggling Ukranian small businesses, while building toward a business that, if there ever is peace, will be in an extremely strong position.

@ALEXEIMARTOV With all due respect turn on the news

$DLO results seem extremely good, why isn’t this up more?

@AmiEverAfter And that's with men actively approaching you. Imagine how it is for guys

at the gym on a friday night wondering if I’m not built for modern dating or if this is just a temporary hiatus

@pelositracker He will get a raise next year

The man really is on a generational run

this is great show this to your grandmother and tell them this is xi's daughter or something

@BigmanLi @BoydBischke @EricMxrr @kevinxu I'm sure you know a lot more about the details than I, I would imagine it will hit the paralegals first

@SolutionOrganic @BoydBischke @EricMxrr @kevinxu The thing is that the practice of law is ultimately regulated by the attorneys themselves. Unless the attorneys want disruption we realistically can regulate it away.

friend’s kid asked what they should major in college i almost cried what do you even say anymore

@taobanker The deciding factor should be whether or not you're convinced it's AI resistant. If it is, it's a great deal

Listen I just decided *WE NEED TO FIGURE THIS OUT RIGHT NOW* is $ADBE a buy or is it fucking trash? Please only vote if you're: 1) informed 2) not severely coping 3) right

@escapefrommelos Your post has a profundity...nay a gravitas...that I have never noticed before, much to my eternal dismay and chagrin. Tell me wizard of words, how do you do it?

@BigmanLi @BoydBischke @EricMxrr @kevinxu Eventually someone will to gain an edge and then you will all be forced to. Everyone thinks it won't happen to their industry until it does. I'm not saying this is a good thing that ppl will have less work, but law seems like one of the most obvs targets for disruption

@SolutionOrganic @BoydBischke @EricMxrr @kevinxu It won't effect our billables because we won't use it. Why would lawyers use tech that reduces their billables? Maybe some in-house guys will, but they're on salary.

@SkillJoyed @kevinxu Just found this page. What's his strategy?

@kevinxu I love following you because it reminds me you don’t have to know shit about squat and you can still get rich in equities.

the short squeeze next month is gonna be insane

@BoydBischke @kevinxu Robotics, Nursing, AI, Aviation mechanic, Plumber 🪠

@TheSalonDon Depends on your strategy, some guys have a Buy and hold strategy and rarely trade so it doesn't take up as much time

If you’re smart enough to beat the market Investing in stocks is the worst use of your time Even if you have $10m and can beat the market by 3% you are working for $300k per year Meanwhile there’s guys making $20m per year with hot yoga studios

@JPHilllllll 1. It brings prices down for working people 2. China doesn't care about your issues with it. They will do it anyway and the jobs will still be lost

It’s just a weird sickness at some point, this level of greed. You have $200 billion dollars. You could wipe your ass with $100 bills and keep getting richer every day. Why kill thousands and thousands of jobs at this point?

@aleabitoreddit Agree. They need to come down more. AI agents optimizing for the best valuable not care about the perks they have to offer

I’m surprised markets aren’t pricing in long term disruption of card networks + interchange like $V and $MA. By $CRCL and $COIN. From Global Markets Head at Circle: "Over the past nine months, AI agents completed 140 million payments with a total transaction volume of 43 million US dollars. Among these, 98.6% were settled in USDC, with an average transaction amount of only 0.31 US dollars." Card networks and % fee payment processors like $PYPL are likely going to be cooked?

@Investor_NICK_ I always assume these people have multiple accounts and post screenshots from the ones that have the best returns

Is this bro clearing like NBA money or something?? I do 943% in 3 months and you'll literally never see me on this platform again probably lol

@jonesallen99138 @leevalueroach Thing is you shouldn't be buying stocks with the money to pay your bills in the first place

@leevalueroach We live in a bifurcated world where a half percentage point to one side represents the difference between paying your bills or not. Take a guess at which side has a lot more people then it kind of makes sense.

Stocks down an entire half percentage point as Twitter users panic like it is the end of the world.

@ThinkAppraiser What's his debt to equity

Just talked to a friend yesterday and he mentioned that he’s in about $70 million worth of debt The most debt I’ve ever been in my entire life, including everything is about $3 million How much real estate debt are you in? Would you be comfortable $70 million in debt?