Chi Cadre
3.5K posts


@jasonschips @aleabitoreddit Nah, your intentions aren’t that good. It’s evident in how you characterize people’s intentions and strawman arguments. You’re doing this bc you’re a retarded college student see potential to leech off of others attention.
English

FYI @aleabitoreddit never wrote a single long-form fundamental-based (not customer relationship mapping) analysis on $SIVE's actual business.
My goal is not a teardown of the $SIVE bull community. It is to fill a gap; $SIVE narrative and price action was not based on fundamentals because there was no fundamental analysis around!
If you disagree with me, I encourage you to write a long-form analysis that argues the bull case. High-quality fundamental equity research makes the market better for everyone, and that's what I want.
Jason's Chips@jasonschips
English

@coinfessions @realdogen $500k? You lost because of natural selection, lad.
English

Gotta give props to the kid @jasonschips for having the ballz to follow his instinct and put out a free substack tonite called Sivers: The Most Overvalued Stock in Optics.
He goes on to position himself as a crusader against the “pump and dump”.
There is no straddling the fence with this guy, he is willing to put his head on the chopping block and live or die by his convictions. That’s what portfolio managers want in an analyst. Most try to hedge their bets with all sorts of wishy washy language.
He seems to be as bearish on this name as he was bullish on $SOI.PA at 40.
Earnings are Friday. Narratives can only take you so far. And Jason is effectively saying that the rubber has no chance of ever meeting the road.
God speed @jasonschips 😂
English

$ADTN inside day after the big thrust.
If you liked the thesis paper and didn't want to "chase", the stock is now back to where it was when I released the report.

9 Ventures@ThematicTrader
I am long $ADTN. I have spent the last week going deep on an optical networking company trading at ~1x forward P/S while its closest peers trade at 9x and 25x. Goldman Sachs just mapped a $154B TAM in this exact space. The AI data center tailwind hasn't touched this stock yet. Full report is live below.
English

@eclement04 @KobeissiLetter Americans are tired AF of this lunatic President. He stuck us in a war with no end for Israel. No one cares about his imagine nukes!
English

BREAKING: Iran's IRGC releases a statement saying that it has retaliated to the US strike on an Iranian military position in the Strait of Hormuz by attacking a US airbase in Kuwait.
In their statement, the IRGC says "aggression will not go unanswered."
Oil prices are up nearly +5% on the news.
English

@KobeissiLetter That SPY looking toppy af. This is about the last negative catalyst we need right now. And yes, I’m overexposed.
English

Americans are so f*cking tired at this point. This is not about austerity, it’s about priorities. Domestic economic welfare is greater than the “feeling” or pride of the “no nukes” narrative. Screw the Petro dollar, we’ve been losing foreign bond appetite a long time ago. The US currency is over. Get on with it
English

@Vivek4real_ Problem is, he is far from the AI expert and the economic impact it will have on the society
English

@HolySmokas Nobody needs 45-1hr long videos these days. Make it 5 max
English

We are entering screenshot territory.
YTD: +233%

Retail Mourinho@retail_mourinho
I already tripled my portfolio this year New YTD: +215% I achieved this mainly through margins and hit €500k for the first time, a huge step closer to my 2030 goal of €1 million. As of today, I’m off margins and have trimmed some $ASTS. These are my 5 favorite long-term stocks: $ASTS $NBIS $ONDS $RKLB $KRKNF Join me on my journey out of the cubicle. -RM
English

China by far is the biggest threat to America
ISRAEL is a problem , but hardly a threat
@RepThomasMassie get your shit together

English

@EricLDaugh What do you know, going back up because he can’t keep his mouth shut. Market manipulation, perhaps?
English

I always thought there was a reason why big accounts didn't share their buys, but now this becoming a business model makes me think - for how long will this last?
$XFAB mentioned, 2h later, a lot of apps showing trading halted and IBKR showing 16.71 eur price at the moment.
It's 85% in a single day.
On one side, you have a self-prophet who will add another ticker on his list of multibaggers.
On the other side you have millions of investors who gain short term due to sentiment change.
While his rise to glory has been nothing but historic, sooner or later this will end, either by his own greed, either by regulatory bodies stepping in, or something else.
This sort of lifestyle is not scalable. The higher he grows the more attention he gets from everyone. Which in turn makes the whole business more and more difficult.
Imagine 5m followers account sharing weekly buys?
My 2c: I do not see him operating in the same way for longer than a year from today or even less.
This isn't about research. A lot of people do research. This is about knowing what the next buy is.
The amount of manipulation (intentional or not) is becoming higher and higher each week.

English

Design is not only how it looks, it's also how it works.
What the team at @Ferrari and LoveFrom achieved is a re-imagination of a driving experience for the electric age.
While everyone is complaining about losing the look, driving is mainly about the passion and the feeling.
This is the most advanced integration of interior and exterior I've seen.
The car body conforms to the wind and air... (THREAD)

English









