PH

@alojohhardcore @theonemathias @fpspqr As the market rebounds, do you use tax optimizer tools to assign lots with unrealized profits, when closing out parts of a position after buying during a dip?

@alojohhardcore @ross0ner @davidel365 Exponential learning guaranteed with AJ!

@alojohhardcore Did you consider mitigating risks by buying Oil options or petrol stocks before the Iran war broke out?

@ThibaudBast @RebelAssets @alojohhardcore Late = don't sell at the bottom.

@RebelAssets @alojohhardcore That makes sense, thanks. I was confused by the “late” part but I imagine it means selling late in the downturn, i.e. close to a return to more positive days.

@stevenleebeyer1 @alojohhardcore Android’s memory management is traditionally more RAM-hungry than iOS.

@alojohhardcore Curious how Apple holds up with memory prices going up? Seems like they would see hits to margins or slowing refresh cycle. Thoughts?

@alojohhardcore Very useful. Thank you!

@alojohhardcore I assume your linear portfolio ranking used in the weekly updates is substituted by exponential weights like "Softmax" for the real portfolio?

@alojohhardcore Do you have a simple rule, how much more in USD value you buy for every 0.1 S.D. further below -1.5 S.D.?

@alojohhardcore @ross0ner WS learned from the DeepSeek case :-)

@alojohhardcore @FlameofeEAST Looking forward to AJ‘s Samsung research especially the assessment of their smartphone vs. memory chips business (margins!)

@alojohhardcore @FlameofeEAST UBS Research (26.3.26) likes Samsung.

@alojohhardcore @FlameofeEAST „recent reports suggest that both Google and Microsoft are negotiating multi-year agreements with Samsung Electronics that could include more than USD 10 billion in prepayments to guarantee capacity.“

@pascaltacular @alojoh Main message: E companies = late. late != bad.

@alojoh I see a pattern with your posts. Everything Jensen does and says is great. Elon‘s companies bad.

Terafab is easy. The real boss fight is X search 🔥

@meteoschweiz Danke für die schönen Fotos!

So schnell kann es gehen: Gestern noch #Frühling🌺, heute wieder #Winter❄️. Vielen Dank für die tollen Meteo Meldungen aus der ganzen Schweiz! Bild: Les Valettes (VS), Meteo Meldung, Meteoswiss App

@alojohhardcore @slamdust All subscribers can set the -1.5 standard deviation share price from AJ's Corridor Charts as a Target Price alert directly in the Yahoo Finance app.

@alojohhardcore @Lupacx Brilliant move. Thanks for sharing.

@alojohhardcore AJ’s Position based on the Dashboard Small:Oracle,Rivian,Uber,Meta, Amazon Medium:AMD Significant::Tsmc,Palantir,Nvidia,Microsoft

@alojohhardcore Not the last EPS forecast increase