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@elfrozd

Investor by day. Volleyball fan by passion..

Katılım Mart 2020
258 Takip Edilen993 Takipçiler
elfo
elfo@elfrozd·
@saptaipb Harusnya msci masuk saham ipo ya bang. Bisa bagger ratusan persen 🤤
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sapte
sapte@saptaipb·
IMO ya, Lagian Aneh banget sih, MSCI kan memilih saham2 yang masuk index mereka syarat nya harus likuiditas tinggi, Biar kalo ada rebalancing mereka bisa gampang jual gampang beli Malah: 1. milih GOTO yg harganya udah dekat mentok 50 (likuiditas apa yg lu maksud?) 2.Sekarang baru kasi warning, GOTO bukan pertama kali di harga 50, Sebelumnya udah pernah di 50 juga, Kenapa gak saat itu di putuskan buat keluar dari index? 3. MSCI lagi cari kambing hitam aja, Salah masukin saham, kena deh BEI CMIIW
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elfo retweetledi
amit
amit@amitisinvesting·
$NOK Nokia long thesis: - Nvidia owns 2.9% of the company, they bought in October 2025 when the stock was around $6.50 - The option flow is incredible signaling that there are larger players that see the name moving into the $20s - Chart is breaking out from a decade-long consolidated base - Core AI business is growing 49% YoY and AI data centers are moving towards the cell tower / telecom edge which would imply Nokia having a strong runway of growth The Chief Development officer also just bought 32,595 shares at $15.34 on Friday. (h/t @Sergeant991) Jensen is bullish as he has repeatedly framed the Nokia partnership as part of a much bigger generational platform shift from traditional 5G toward AI-native 6G networks. EdgeAI is essentially having compute run on device. Why is this important for Nokia? EdgeAI transforms global telecom networks into distributed computing platforms. By providing carrier-grade 5G and fiber hardware (which Nokia plays A BIG role in), they enable data to be processed locally at cell sites rather than sending it to distant cloud data centers, ensuring ultra-low latency, enhanced security, and bandwidth efficiency. In fact, Nvidia has changed their reporting for earnings to be Data Center Compute and Edge Compute with one of the core parts of Edge Compute as AI-RAN base stations. A few months ago, Jensen said “Telecommunications is a critical national infrastructure — the digital nervous system of our economy and security,” and argued that AI-RAN built on CUDA and AI will “revolutionize telecommunications.” If semis hit a short term top, Nokia will absolutely fall, so the broader risk is also macro and sentiment on semis. Originally was a trade, still doing more DD, but feeling like this can be more of a hold, seeing the insider buy recently at these prices (after a 100% move YTD) is also encouraging. Thoughts on $NOK? Substack linked below discussing the thesis. other accounts that have been covering it well @optionscjp @KawzInvests @michaelsikand @investingluc
amit@amitisinvesting

@FrostyFinances jumped in right before the breakout lol this market is getting crazy

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elfo
elfo@elfrozd·
@MYasfika Bar mbuk share bandar e tangi pal 😌
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Investor Nyangkut
Investor Nyangkut@ApestorNyangkut·
Diantara semua indeks dibawah Taiwan itu paling bagus secara semis industrial ekosistem. Imho, Buah dari kombinasi dari disiplin engineering ala asia timur + willingness buat ambil risk besar. Makin mendalami market Taiwan,makin nyesel kenapa ga kenal dari dulu market ini.
Brandon Salim@brandonsalim

Tahun ini @primagnesius IHSG bakal ngalahin S Korea ngak bro?

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elfo
elfo@elfrozd·
@MYasfika Nasabah mu cl kabeh lak ngko mumet wkwk
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elfo
elfo@elfrozd·
@MYasfika Untung cuma sales pal. Ga perlu tebak2an penting nasabah transaksi 😭
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elfo
elfo@elfrozd·
@MYasfika Klo pebe esa trauma gak pal
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elfo
elfo@elfrozd·
@primagnesius Klo gini apa modalnya udah sampe T ya? 🤔
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elfo
elfo@elfrozd·
@kr39__ 6000 kayaknya okesih
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Kang Ritel
Kang Ritel@kr39__·
I’m still bearish here. “Because right now, the market isn’t just fighting narratives. It’s fighting liquidity.” Still stands. Since Monday, the market has been unforgiving. Wednesday’s pump looked more like fake liquidity than real appetite, and the follow-through only made the dump worse. Not structurally anti-market, just cautious. Persistent outflows in conglo names are not signals to ignore. When the big/liquid names can’t absorb selling, the broader market usually gets even more fragile. There’s divergence. There’s a demand area. But don’t try too hard to time the bottom when the macro is still this fragile. To push the market back, you need more than oversold candles. You need real bids, real participation, and a strong enough narrative for risk appetite to return. Nearest rebound would be around the gap area 6050-6100. If that fails too, we might need to visit the demand area at 5700-5800.
Kang Ritel tweet media
Kang Ritel@kr39__

You may choose to be bullish. I may choose to be bearish. That’s what makes a market. But if your conviction only works when nobody challenges it, that’s not conviction. That’s comfort. Being bearish on Indonesia today doesn’t mean I hate the market. And it certainly doesn’t mean I’m sitting on full cash with no positions. Being bearish simply means I’m more selective. More patient. Smaller sizing. Lower risk appetite. Waiting for asymmetry instead of forcing exposure. Because right now, the market isn’t just fighting narratives. It’s fighting liquidity. A rupiah under pressure. Foreign flows turning selective. Fiscal questions still hanging in the air. Index names asking for premium multiples while participation keeps thinning. And perhaps the loudest signal of all: Even earnings are struggling to get appreciated. Companies deliver decent numbers. Some even beat expectations. Yet price reactions are muted… or worse, sold into strength. That doesn’t always mean the business is broken. Sometimes it simply means the market isn’t willing to pay up. You can scream “bull market” all day. But liquidity doesn’t respond to optimism. The market is not a support group. It’s an auction. And auctions need real bids, real participation, real risk appetite. So yes—respect the bulls. I do. But don’t ridicule the bears. Because being bearish doesn’t always mean hiding. Sometimes it just means surviving long enough for better odds. And in this market, survival is a position too.

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Keith McCullough
Keith McCullough@KeithMcCullough·
Our 1st big "Crash Call" of 2026 continued overnight with Indonesia's stock market smoked for another -3.5% loss, taking its #Quad4 Crash to -30%
Keith McCullough tweet media
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elfo
elfo@elfrozd·
@Meteorrz asing kena tipu wkwk, tar klo dah tau jg kabur
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kyZa
kyZa@Meteorrz·
WKWKWKKWKW KUBURAN ASENG
kyZa tweet media
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elfo
elfo@elfrozd·
@chocminthere Ya pas week final oke. Tp kalau mereka week 3 ketemu pas final ketemu kan seru aja. Kadang bingung sama fivb nih jadwal nya kacau gitu. Turkiye jg ga akan ketemu brazil. Padahal seru harusnya wkwk
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hi
hi@chocminthere·
@elfrozd Hahhhha iya makanya aku rep sendiri di komen gappa krn mnrt aku juga itu letak serunya krn biasanya ada aj rising star dr negara manapun dan pemanasan ajaa, bisa aja kak nti ketemu lagi di final seriesss😅😅
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Keşfet

@saptaipb @Sergeant991 @optionscjp @KawzInvests @michaelsikand @investingluc @MYasfika @ApestorNyangkut