Jerry From The Block
4.8K posts

Jerry From The Block
@hello_its_jerry
Curious mind chasing knowledge, connecting dots, and asking better questions #teampixel
Magic Internet Money Island Katılım Temmuz 2009
1.1K Takip Edilen2.2K Takipçiler

Citadel rotated within semis. Bought TSM and MU. Exited ASML and trimmed NVDA.
Cut consumer and e-commerce. Added META.
A concentrated rebalance toward memory and foundry.
We break down every major 13F at @InTheAssembly. Follow with notifications on.
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@ShardiB2 🙄 crushed it versus most in the government have the cheat code and he has the finger on the button.... Remember go buy dell as he loaded up already and we see it months later lmfao
I give him 0 credit for his skills and "savvy" investing 😂
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@ShardiB2 Do you look for entry on cbrs or wait a bit to see where it settles. Was down to 330 and back up
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@ShardiB2 Any thoughts if it's a buy or wait? Nfa but think most subs would like your opinion how to play something like this
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@ShardiB2 Ken Griffin and Citadel just disclosed a massive stake in the company (~3.5M shares).
• The $1.1 Billion Deal: That massive anchor agreement with $Cerebras
• Friday is the Big Day:
• Q1 Earnings: We get the
• The $19.6M SubQ AI contract officially kicks in
Just 650m mc lol

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@KobeissiLetter 13 trillion in one plane @ShardiB2
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This is absolutely insane.
President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi:
1. Elon Musk, Tesla and SpaceX CEO
2. Jensen Huang, Nvidia CEO
3. Tim Cook, Apple CEO
4. Larry Fink, BlackRock CEO
5. Stephen Schwarzman, Blackstone CEO
6. Kelly Ortberg, Boeing CEO
7. Brian Sikes, Cargill CEO
8. Jane Fraser, Citigroup CEO
9. Larry Culp, General Electric CEO
10. David Solomon, Goldman Sachs CEO
11. Sanjay Mehrotra, Micron CEO
12. Cristiano Amon, Qualcomm CEO
President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed.
Never in history has such a trip even remotely near this scale and caliber occurred.
This Trump-Xi meeting is far bigger than most realize.
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@ShardiB2 KEN GRIFFIN & CITADEL BUY TOTAL 4.9% OF $DGXX
Citadel just filed 13G and as per it they added 2 million shares to position!
Ken Griffin owns now 3,550,691 shares of $DGXX
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