Jesse Mao

@asklivermore Why use S&P 500 put/call OI ratio? Why not use Nasdaq 100 ?

This is all you need to time the stock market. Save this. Screenshot it. You will need it. The put/call ratio tells you when everyone is panicking and when everyone is too comfortable. Every single time the put/call ratio spiked above 1.0 since 2000, it marked a generational buying opportunity: - Dot-com bottom (2002) - GFC bottom (2009) - COVID bottom (2020) - Tariff crash (2025) Every single time it collapsed below 0.70, a pullback followed: - Pre-GFC top (2007) - Pre-COVID top (2020) - 2022 top - Pre-tariff top (2025) Right now? The put/call ratio just hit 0.61, the lowest since December 2020. That means options traders are the most bullish they've been in nearly 6 years. Does that mean sell everything? No. But it means this is the time to stay balanced, not all-in into one sector. The best buying opportunities will come soon, stay patient. When everyone is greedy, be cautious. When everyone is fearful, be aggressive.

@realEstateTrent How come in Houston area there are some many turn overs of boba tea stores? It looks like a cut-throat business with way too many competition. You walk down the street and you find another 2 around the corner. It appears most of the boba tea stores cannot last more than 2 years.

The boba tea business is fascinating. -Huge margins -Very easy to train staff They can pay big rent, and if they’re a hit they’re printing money. Lots of it.

@Baoliaogeming64 活该，谁有病去NYC 做房东。

🚨 突发：乌干达裔纽约市长Mamdani宣布，对数百万纽约租户冻结租金！ 就是政府通过法令或委员会决定，强制规定在一定时间内（比如1-2年），房东不能提高现有租户的租金。租金“冻”在当前水平上，不管通胀、维修成本、税费怎么涨，租户继续按原价付。 听起来“好”的地方： • 短期内，租户（尤其是低收入者）能省钱，不用担心房租突然暴涨。 • 部分人觉得能缓解住房负担。 为什么很多人（包括经济学主流观点）认为这是糟糕的政策： • 房东成本照涨：物业税、保险、维修、水电、人工等都在涨，但收入被锁死。房东可能减少维修，导致房屋老化、破败。 • 供应减少：没人愿意新建或翻修出租房，新房源更少，长期住房更紧张（纽约空置率已经很低）。 • 历史教训：类似价格管制在多地都制造了黑市、腐败、房屋质量下降，甚至政府最终接管烂尾房产。经典案例包括70年代纽约、委内瑞拉、古巴等。 • 不公平：新租户或市场价公寓可能不受影响，实际伤害的是想投资住房的普通房东和小业主。 • 这是迈向“逐步没收私有财产”的第一步：先冻租金让房东撑不下去，再以“维护不力”为由干预。 一句话总结：冻结租金是典型的价格控制手段，短期讨好选民，长期往往加剧住房危机，让城市更烂。 又一个教科书级的社会主义烂政策🤡 纽约人要好好尝尝“第三世界共产主义”的FAFO（作死找死）滋味了！ 聪明人该跑路了，继续投票支持的，继续享受自己选出来的结果吧‼️

@BellaBaddie__ Water

People who cut out soda entirely, what did you start drinking instead?

@unusual_whales Margin calls

BREAKING: South Korea’s stock market has triggered a trading halt after plunging more than 8% at the open.

@asklivermore You the man

I made the greatest call in the history of X.

@jeremymjacquin It feels natural. If everyone was long, the stick would be at $400 already. Without sellers, how could buyers get in at lower levels? That’s just two sides of a coin. Very healthy.

$NBIS Last year, Nebius stood out to me as a compelling undervalued pure-play AI infrastructure company, backed by tangible data center assets and meaningful GPU capacity. Hence the reason I accumulated 9,000 shares with a $39/share cost basis. Today, it trades as a highly speculative hype-driven stock, priced at unsustainable multiples based largely on unproven future promises rather than current fundamentals. The risk/reward profile has deteriorated sharply. Prudent investors may consider taking profits on their overexposure amid elevated valuation risk.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ I have now opened a short position worth $40k on the @leopoldasch pump at $225 and $230.

@RealJGBanks I think 2-3 years is enough to retire you.

The next 5-10 years will RETIRE you. MILLIONAIRES will be made from the AI super cycle build out. Here’s how I and those following me will position: 2026–2027: AI Infrastructure Boom Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity. AI Chips: $NVDA $AMD $AVGO $MRVL $INTC Memory: $MU $SNDK $WDC Photonics: $GLW $AAOI $NVTS AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN 2028–2030: The Power Bottleneck It becomes a grid, power, copper, uranium, and domestic supply chain story. Grid: $ETN $PWR $HUBB $VRT Electrification: $GEV $TE $ALB $SQM Copper: $FCX $TECK $SCCO Rare Earths: $MP $CRML $USAR $TMRC Nuclear: $UUUU $SMR $OKLO 2030+: The Application Layer Robotics: $TSLA $SERV $SYM Autonomy: $ACHR $JOBY Defense: $LMT $PLTR $KTOS $AVAV Space: $RKLB $ASTS $LUNR $PL $BKSY I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.

@tradax4 I would be happy if it goes to $70

My opinion: $HYLN IS ON A PATH TO $450+: 178M shares outstanding. $450/share = ~$80B market cap. That's exactly where Bloom Energy ( $BE ) sits today - doing $2B in revenue, single-fuel, no military angle, no live fuel switching, way bigger footprint, much more maintenance and way more expensive product. $HYLN Karno is a superior product and will just need some time to scale, meanwhile, the stock is highly undervalued IMO.

@realEstateTrent Gold coins.

I Haven’t thought about eBay in over 10 years. They’re still doing $10B+ in revenue. Serious question: Who is actually using it?

@Prophitcy $1k

@xiaoshunli 应该是5000亿，5000万还好意思在这里混？

一定要随时保留5000万美金的现金存款。 千万不要赚了一点小钱就飘飘然了。 永远记住不管你现在多成功，身边最少要有5000万美金。其他的投资你可以投，股票房子也可以买，但不要动这5000万美金。 留5000万美金并不是说要证明什么，也不是要炫耀什么，而是你留给自己和家人的底气。有了这笔钱，你可以正常吃喝拉撒，养两个孩子，偶尔出国旅游。你终于不用为了维持生计而奔波了。 记住，一定一定要随时兜里准备着有5000万美金。

@BarbellFi Well if he defaults, you will have 2 choices, either foreclose on him, or have a bad loan. Neither is good. It’s simply bad parenting.

When my son is ready to buy a house We’ll loan him the full purchase price He’ll make monthly payments to us 30 year mortgage at 0% interest Thanks to the bank of Mom & Dad 💰

@skumWgmi Then go make more than $18 an hour. My handyman is making more than $800 daily.

How am I supposed to pay; $1,600 rent $2,500 power $110 water $280 internet $130 car insurance EVERY MONTH while making less than $18 an hour???

@BernieSanders Senators like you got richer too.

Since Trump was elected: Mark Zuckerberg got $25 billion richer Jeff Bezos got $36 billion richer Larry Ellison got $78 billion richer Elon Musk got $187 billion richer Meanwhile, 60% of Americans live paycheck to paycheck, food & housing costs soar and AI is killing jobs.

@Matt_Pinner Kiwi

Gun to your head, name a fruit without the letter A

@ML3democrats For what?

SHE WAS THE RIGHT CHOICE

@billybinion At least Europeans are not as fat as Americans. Go explain that.

Hot take: Europe is a bunch of third-world countries with better branding. No A/C. No dryers. Ice is a luxury. You’ll sweat through dinner while the waiter ignores you for 2 hours. Say what you want about America, but at least eating out doesn’t feel like hot yoga with bread.

@FREESPEECH1017 @elonmusk That’s great idea

Well then. Start in California in 2026 Governor race. Show the rest of the US how it's done, by taking the reins of California and transforming it. It is your prime opportunity. Your choice. Either show us you can transform California, or stick to rockets, and cars. IT IS THAT SIMPLE

The America Party is needed to fight the Republican/Democrat Uniparty

@TripleNetInvest Beavis and Butthead

You get to choose the next President of the USA - who are you picking and why? Can be anyone - politician, business person, athlete, celebrity. Anyone.