Luigi Zhivkov

2.3K posts

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Luigi Zhivkov

Luigi Zhivkov

@Vewdz

Sofia, Bulgaria Katılım Ocak 2013
516 Takip Edilen237 Takipçiler
Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@ArrakisGlobal This and DJT post-transactions (spin-off, then merger) are the only two representatives for fusion right now, aren’t they? There were some OTC names found back when SVAC announced, but was a very limited universe of stocks.
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@epictrades1 Macro..micro - with all types of research and knowledge it’s best to have an opinion but hold it weakly. Being aware of a certain narrative and ignoring it until the market starts to acknowledge it.
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The Inner Circle Trading Group DP David Prince
Markets are climbing the ultimate wall of worry, war creating inflation via commodities & oil while investors continue to wait on the sidelines. Sure persistent inflation and higher oil could derail markets but nothing to worry about might be my largest worry. As long as cash is on the sidelines and shorts press bets it creates a a perfect structure for markets to continue north. This is why I’ve kept it simple, bought every dip and tried to not be too macro. If I was a macro trader I’d be homeless. One day the macro will over power the bull, no clue when. So as they say steady as she goes.
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@thegresearch Penguins apparently learned how to fly. Never gonna forget how I fat fingered 100 contracts of June $30 Calls instead of 10 and dumped the extra immediately. Imagine not seeing it until they moved 🤡
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Guardian Research
Guardian Research@thegresearch·
Just a PENGuin looking for a solution
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@Semicon_player In the context of all huge mkt caps moving double digit %s daily, no reason why forgotten ones don’t get some wild repricing. But we are closer and closer to the day when this wild demand dries up.
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Mooni Insight 💫
Mooni Insight 💫@Semicon_player·
$gcts 4G 하던게 5G도 하고 결국 주파수튜닝만 하면 결국 6G 도 간다 ㅎㅎ 그간 이 회사에 쌓인 노하우 밸류를 너무 시장이 낮게 주고 있는건 아닐까?
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@iBladesi Less Cash, More Discount now. Value creation appreciated by the market. If I told you that the “liquidity excuse” to dump it expired 30% ago, it’d sound like a meme.
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John T. Conover
John T. Conover@iBladesi·
@Vewdz .5x NAV and 40%+ cash lol. tortured value. They better narrow that discount. Unfortunately crypto stuff is not my cup of tea.
John T. Conover tweet media
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John T. Conover
John T. Conover@iBladesi·
Pick one to hold for 2 years. Gun to your head. it's loaded.. and the guy is really pissed (disgruntled value stock investor).
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@OddStockTrader Should my low leverage, high beta portfolio worry me, Segnor Cody? Assuming correlation to said SPY.
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Cody 🇺🇸
Cody 🇺🇸@OddStockTrader·
If you've been following me long enough you'll understand why I say this right now: "I'm scared to tweet about the $SPY because I feel like I am in control of all it's moves."
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@thegresearch At least not in common stock trades. If it was a fixed income product or some fund, maybe I can get an edge digging.
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@thegresearch To be perfectly honest, I always thought the company must be a scam, because you can see that’s the chart’s story ever since the parabolic collapse. But the recent, consistent volume and news flow made me revisit. The chart has potential. I almost never do a deep dive DD.
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Guardian Research
Guardian Research@thegresearch·
Who is this Leopold and why is everyone obsessed with his 45 day stale basket of crowded ai stocks?
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@FloridaHokie20 There has been frustration vented in FinTwit regarding their lack of disclosure who the big partners are and the lack of financial evidence. They apparently are present at MCDonalds locations, unless it was photoshopped. Will move if robo theme is hot, but how far?
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FloridaHokie Trades
FloridaHokie Trades@FloridaHokie20·
Why would anyone be interested in $RR Richtech Robotics
FloridaHokie Trades tweet media
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@junkbondinvest I think that by mere cross-referencing of marks on shared positions across BDCs, the DOJ would have to throw a nuclear bomb on half of the managers to tidy up the space.
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junkbondinvestor
junkbondinvestor@junkbondinvest·
Here's the fact pattern (it's bad): > A BDC marks a $25M loan at par in Q3. > Three months later, the same loan is worthless. > Six weeks after that, the BDC announces a 19% NAV cut in an off-cycle disclosure. > The fund and the CEO get sued by shareholders. Now the US Attorney's office is asking questions about it.
junkbondinvestor tweet media
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@HParkerEvans Don’t see a reason why ZEC won’t go for a 10x if crypto doesn’t get eradicated. Long CYPH for a while now
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Parker Evans, CFA, CFP
Parker Evans, CFA, CFP@HParkerEvans·
Cypherpunk Technologies (Nasdaq: $CYPH) — pure-play $ZEC treasury ymmv
Parker Evans, CFA, CFP tweet media
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
@Biohazard3737 Time for that Druck brain picking game of “I like the chart of this tiny position”
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Luigi Zhivkov
Luigi Zhivkov@Vewdz·
Somebody told me that posting your losing trades brings positive karma: 🤡
Luigi Zhivkov tweet media
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