arceniy

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arceniy

@arceniy

Katılım Ocak 2008
1K Takip Edilen528 Takipçiler
ChilyVily
ChilyVily@RussianTrollCap·
Merely 15 years ago Sonin was a well respected prof from the most prestigious Russian econ masters program. Now he is getting raped on Twitter every day.
ChilyVily tweet media
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arceniy
arceniy@arceniy·
@NewmoonCap Honest question - why are so emotional on this topic? You were always stocks focused
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arceniy
arceniy@arceniy·
@macrokurd do you realise how stupid this is? you need to control hell a lot of coastal line, and deploy hundreds of thousands troops permanently to do that
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MacroKurd
MacroKurd@macrokurd·
Europe is sitting idly, watching as a new reality will unfold. US can take over Kharj island and de facto become controller of the global oil market. (Not that it cares about Europe), but it will achieve a rebalancing of power vs China who waived the rare earth minerals card.
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Jensen's Bicep
Jensen's Bicep@BillyTheKid_59·
STRAIT TALKS GOING WELL wen?
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arceniy
arceniy@arceniy·
@S_curvecap @lfg_cap That’s yes and already implemented. I was just thinking of creating a “library / guide” of a good analyst and upload an example of a good model to it. So it should be basic background level
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arceniy
arceniy@arceniy·
@S_curvecap @lfg_cap Thank you, will try to upload a file with “fist principles” / my approach to things and key stuff not to miss
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arceniy
arceniy@arceniy·
@lfg_cap @S_curvecap Could you explain? Do you give it detailed background instructions on how to think about investing analysis or certain workflow before asking it questions?
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Hemingway Capital
Hemingway Capital@lfg_cap·
@S_curvecap The answer it gives you kinda implies you haven’t built skills into it etc think that’s very important
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Rose Celine Investments 🌹
Rose Celine Investments 🌹@realroseceline·
$NVDA gets ownership in $NBIS, and $NBIS receives $2b of capital. Existing shareholders gave up roughly 9% of their ownership via dilution in exchange for the capital. Never forget the only thing free in life is cheese in a mouse trap. 🌹
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old fashioned
old fashioned@old_but_works·
Рынок пока не раскачался, поэтому улов тоже скромный: удачно роллировался в дальний апрель OTM $NVDA, подобрал $SOFI. Пробный лонг в $QQQ через call-опцион.
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ChilyVily
ChilyVily@RussianTrollCap·
Yeah, it looks like Ukrs will try to bomb to Tula if they do have Flamingo supply. Would be both a big PR and mil win for them if they manage to damage the military production cluster there. OTOH at least Tula should be well guarded by SAMs (but you never know).
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Florian Kronawitter
Florian Kronawitter@fkronawitter1·
BREAKING: All EU members are now in favour of proscribing the Islamic Revolutionary Guard Corps (IRGC) as a terrorist organisation -- WSJ Sounds to me that EU clearing path for US strike on Iran
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MetaCritic Capital
MetaCritic Capital@MetacriticCap·
These AV startups make me very unease. We know autonomous car work. How is it possible that Wayve is worth just $8B?
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