@insane_analyst @jukan05 Best analysts on the planet. Cut out the noise and listen to them!
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Tim Riordan
7 posts
Jukan is one of the kindest people I have ever met. Very driven. He apologized for his english like 5 times. Buddy you learn with practice thank you for meeting me and hanging out!
Renny@rennyzucker
I just want to say that I consider @jukan05 a good friend and if you have a problem with the work he does, you can take it up with me. I’ve never met anyone as legitimately driven by learning about silicon and getting to converse w/ him daily inspires me. Lucky to work w/ him.
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Wow.
The White House just announced that grid infrastructure is essential to national defense.
This includes transformers, transmission lines and conductors, substations, and high-voltage circuit breakers.
Companies working to electrify America will have a big tailwind.
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@aleabitoreddit @TheValueist Hi Serenity- looking for an ETF that plays the AI buildout. Any thoughts? Considering BAI or CHAT ETFs as potential options
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This is S tier research I put out for free!
Appreciate the shoutout from technical folks like @TheValueist who saw how awesome this trade idea was:
-> mapped pass through structures of $EWY and SK Hynix/Samsung despite ETF rebalances
-> found 2028 volatility pricing issues on option chains in specific by comparing it to realized IV.
-> summarized that into an easy-to-understand thesis.
on top of directional long memory supercycle after breakdowns of Samsung/Sk Hynix projections.
Not everyone can profit off of Jane Street algorithms and foresee South Korea citing increasing volatility across the board!
TheValueist@TheValueist
This $EWY trade was stupid good. If you are an investor or trader on X, you simply must be following @aleabitoreddit . He understands macro, micro/company-level, and derivatives technicals, then puts it all together for you in one easily understandable package. A tremendous amount to learn from him.
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@insane_analyst Is it skywalker, obe one or yoda conviction? 😎
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@insane_analyst How high is the conviction based on current price? What’s the multiple expansion over the next 12,24,36 months?
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The quick breakdown:
$BAI → Active management
$AIQ → Broad diversification
$CHAT → Generative AI pure-play
$IGPT → Semiconductors & infrastructure
$BOTZ → Physical AI & robotics
Not all AI ETFs are the same. The angle matters.
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