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Upside

@Upside_Capital

Insights from an institutional banker. MBA (Finance) Not financial advice.

Katılım Ocak 2026
442 Takip Edilen511 Takipçiler
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Upside
Upside@Upside_Capital·
Let's ground this in reality before the timeline panics. 📝📉 Buffett holding a massive cash pile isn't an apocalyptic doomsday prediction—it simply means he can't find businesses at attractive valuations right now. He's a legendary value investor; if the market isn't offering a good deal, he sits on his hands (and happily collects a massive yield on short-term Treasuries in the meantime). 💵 Also, he definitely didn't say the US Dollar is "collapsing." His golden rule for decades has been to **never bet against America**. He isn't confused by the market either; he just strictly stays within his circle of competence and refuses to buy into overhyped, speculative sectors. 🦅🇺🇸 He is absolutely right about the market acting like a casino lately, but don't let engagement-bait doomposting scare you into panic-selling your portfolio. Deep breaths, folks. 🧘‍♂️📊
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Upside
Upside@Upside_Capital·
@Kalshi This is how melt-ups happen. Everyone expects a crash, so they hedge, wait, and stay underexposed. Then prices keep rising, managers chase performance, shorts cover, cash comes off the sidelines…
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Kalshi
Kalshi@Kalshi·
JUST IN: JPMorgan says S&P 500 could hit 9,000 next year
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Upside
Upside@Upside_Capital·
@KobeissiLetter Incredible move, but the real question now is valuation. How much AI demand is real earnings power… and how much is the market paying upfront for a decade of perfection?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Micron stock, $MU, officially hits $1 trillion in market cap for the first time in history. 12 months ago, this stock was worth just $70 billion.
The Kobeissi Letter tweet media
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Upside
Upside@Upside_Capital·
@WatcherGuru @VivekGRamaswamy @Strive Bitcoin treasury adoption is no longer a MicroStrategy story. It’s becoming a corporate finance strategy. Slow at first, then all at once.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 Vivek Ramaswamy's 'Strive' buys 1,109 Bitcoin worth $85 million.
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Kalshi
Kalshi@Kalshi·
JUST IN: Ferrari stock falls -7% after revealing new electric car
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Jeremy
Jeremy@Jeremybtc·
What did Trump say now?
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𝒮𝒫
𝒮𝒫@Sholly_Pee1·
Choose one timeframe for life?
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Stephenblaq
Stephenblaq@Steezehuman·
Which business will get me this in 6 months?
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸🇮🇷 Brent crude oil falls 5% as US and Iran negotiate deal to reopen Strait of Hormuz and end war.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Pope Leo XIV calls for AI to be "disarmed."
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Polymarket
Polymarket@Polymarket·
NEW: Ferrari unveils the Luce, its first electric vehicle designed by Jony Ive.
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Upside retweetledi
Kalshi Crypto
Kalshi Crypto@Kalshi_Crypto·
BREAKING: Our traders forecast Bitcoin will crash to $54,000 this year
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Upside
Upside@Upside_Capital·
@saylor Sell in May and …. 🤯📉
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Michael Saylor
Michael Saylor@saylor·
Looking forward to Bitcoin Summer. 😎
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⭕ Brock Pierson
⭕ Brock Pierson@brockpierson·
What is the best way to deal with a person smarter than you?
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ONYEKA V ™
ONYEKA V ™@Sironyeka·
Bro to Bro: build your x account now Just say “hello” and gain 750 mutuals here. 🎉🎉🎉🎉
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Lunix
Lunix@SolLunix·
$67 invested in CS2 vs $NVDA in 2020
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Upside
Upside@Upside_Capital·
@WatcherGuru News trading is basically an arms race now. By the time humans read “US-Iran deal” and think “sell oil,” the algos have already scraped it, interpreted it, fired orders, moved Brent, and probably taken profit.
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ONYEKA V ™
ONYEKA V ™@Sironyeka·
Not yet monetized, please say Hey Thank me later.
ONYEKA V ™ tweet media
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