Chris

You can outsource your thinking to AI, but you cannot outsource your understanding. To direct AI, you have to understand.

This is the the quote I've been citing a lot recently.

What an interesting answer from Google Gemini AI.

@alojoh Your PLTR earnings prediction was great, as always 👏, but again we have buy-the-rumor sell-the-news. Are you recommending increasing the position immediately or waiting a bit for the stock price to settle?

Palantir earnings in 26 hours. Let's see whether we nailed this one too. Don't bet against AJ youtube.com/live/3Gyzz3C4r…

@alojoh Is it another case of capex fear like Oracle?

Meta is down 7% after reporting results. We crunched Meta's numbers and analysed management's commentary. In the attached thread we share our view on whether one should add/sell/short/cover a Meta position at the current $620. Our deep dive report follows... x.com/alojohhardcore…

@alojoh @intel Any recommendations regarding Intel for non-HC subscribers? I am very grateful for the 13 companies included in the US coverage for the standard subscription, but I wonder if you have any plans to add new opportunities.

🔥Intel @intel is up 24% in pre-market after yesterday's earnings call. We crunched the numbers and reflect management's latest guidance and outlook. In the attached thread we share our views on whether one should buy or sell the stock based on what was presented. x.com/alojohhardcore… Note: we have been the most accurate Intel forecasters. See attached thread. (this research is part of the HC channel)

@alojoh Did you mean the Tesla updated report and outlook will be published today for the HC channel only?

Full report of Tesla's Q1 2026 numbers drops tomorrow before market open and updated outlook follows.

@alojoh People thought the Internet would make us better off by giving us all lots of information. What it did is reveal how many silly opinions people have and how people can be manipulated into believing silly things.

While I probably spend most of my time on financial analysis, probably well over 50% of my returns are driven by my finely tuned bullshit detector.

@alojoh Finely tuned bullshit detector is one thing. Investing based on it, against popular opinion, is the second necessary condition.