Bombaynism

@Jebaim3 He's finding bottlenecks every other day iv lost count on em. I cant even fucking keep up with the photonics names. Btw what are your thoughts on EQIX

If you spend your time convincing people how clever you are, but then spend as much time pouring crap over $IREN, you don't really get a lot of credibility there. When $NBIS dilutes - omg, this is so bullish, actually, AI, bottlenecks, 300$ Nebius is once in a lifetime opportunity. When $IREN dilutes - omg, what a dumpster fire, horrible company, dilutes shareholders, how can anyone invest in it. They should just do colo. Comparing $SOFI, $AMC, $IREN, and $BYND is just trolling $IREN investors and nothing else. Since I'm a known hater of anime avatars, I just wanted to ask to use the same standard. If you dislike Iren for one reason, I think it makes sense to dislike Nebius for the same reason. Also, since the $IREN critique revolves around dilution, I suppose the poster is actively campaigning against diluters in his favorite sector? $POET $AXTI $IQE $SIVE (sure there's more if I had time to check all the mentioned names). Surely, he isn't promoting other diluting machines? I'm not invested in $NBIS or $IREN, just not a fan of hypocrisy.

@rich_toad Isn't Andurands strategy just to Long CL 365 days a year

2026 notable hedge fund net returns (YTD thru Mar 27), but with photos and stuff Source: Bloomberg reporting

@DrJebaim Trump says war might end soon fr the 5th time so market reacting on tweet hope ? Not the first time

Why the bounce? Something happened? Not following twitter for days. Can say it's relaxing.

@long_equity No Avgo ?

UPDATED: I recently added a new company to my Global Compounders Database (see green highlight). What would you add or substract?

@DrJebaim Thats great !! Also wanted to ask esp on twitter there are so many prophets telling that photonics is the next big play. what is your view on what might be after memory how do you personally research thanks in advance!!!!!

@VAT_69may I'm swing trading it. After holding it for months I had my gains deleted week in week out. Then started buying the dip and selling the reversal. I own SK Hynix (nearly 25% of port) $SNDK (another 25%), $SIMO, $QBAK and swing trading $WDC $MU and $STX.

Mid March portfolio update: Long: - SK Hynix, $SNDK $APP $PAAS $PSIX $ACFN $PPIH $SIMO $DBO.TO Mid (buying the dip, selling reversal): - $MU $FLNC $NVDA $HIMS Watchlist/researching: - $OCC $SHMD $SMTC $RDDT $CGEH $FTK $NLST $QBAK $2CRSI $CRDO $LGCY Looking to exit $TGEN Thoughts? What would you change, add/remove?

@DrJebaim Why not in your portfolio im asking ? . Do you think SNDK is enough exposure to memory ?

@VAT_69may Love it

@jeremie0117 Sharing is caring bro , Un verre s'il vous plait

@VAT_69may 🤣🤣it was a gift bro

@JPXiiilxxv @yieldsearcher Capital blew up

@yieldsearcher What happened to them?

Their head of commodities yesterday and now two more gas traders. Yeah. We all know what happened.

@jeremie0117 @AurelionRsch Any (South African/Nigerian commodity plays) research would be fun to read havent read valuable research yet.

@niftybuddy @grok what happned

What happened today post 2pm was such a disgraceful thing. Indian media again showed why one should never trust them! #shame for planting a fake news!

@ajaycan @KobeissiLetter How is this allocation shift tho half the people ik are jus pumping into gold etf or mutual funds just because its going up and the news I think a big chunk of retail are speculative investing jus because of the rally going up ?

India gold ETF inflows are now matching equity mutual fund inflows. For years: • Equity mutual funds dominated retail flows • Gold ETFs were tiny and ignored But now look at the right side of the chart. Gold price in INR is breaking higher. At the same time, gold ETF inflows are accelerating sharply. The red box shows something important: Gold ETF inflows are now approaching equity mutual fund inflows. This is not a panic spike. This is allocation shift. Indian investors are not just buying jewellery. They are allocating financial capital into gold products. When: • Gold price rises • ETF inflows rise with it • Equity flows slow That signals rotation, not speculation. India is one of the largest physical gold markets in the world. If financial gold demand begins to mirror physical demand, the structural bid becomes much stronger. Watch the flow trend. Price follows capital.

Indian investors are rushing into gold at an unprecedented pace: Gold ETF inflows in India are up to ~250 billion rupees, an all-time high. As a result, inflows into gold funds have surpassed equity mutual fund inflows for the first time. This comes as gold ETF inflows have risen more than +900% since July. Over the same period, equity fund inflows have declined -170 billion rupees. As the world's 2nd-largest gold consumer and one of its biggest importers, India's shift toward gold ETFs marks a fundamental change in how its investors are allocating their capital. Indian retail investors are choosing gold over equities.

@leveragedbets Claude make me a Hudson river stat arb strategy for my 200$ portfolio. Make no mistakes

@jeremie0117 Cheers man iv been trying to get into commodity research for quite some time rn but it felt so overwhelming . Uv given me confidence to dive into it I was jus doing tech equity since 17 im 19 now so I think its time i move up the ladder lmfaooo. Thanks again brudaa

@VAT_69may Thanks a lot bro, well have a look at the Substack page! And Will look at things and DM u some reports

@jeremie0117 Hmmm prolly the first time im actually curious you got any recs fr where to start researching or reading on chemicals any tips. Love your work brudda for real

@VAT_69may Depends which type of chemical bro, they do not all care that much about China like everyone seems to think

@jeremie0117 How dependent are emerging markets (ASEAN, Africa, etc.) on Chinese chemicals right now, and is that creating massive orders or just opportunistic buying ?

@VAT_69may Yep they did.

@markovschainsaw @imotw2 what happened

@imotw2 Literally unfollowed him for this

This guy should delete his account

@CestrianInc but let's not call it Lazarus yet. Nice intraday relief after the $300B 'SaaSpocalypse' bloodbath

Is this “dead software” in the room with us now?