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Unless it absolutely shits itself to zero. I think I can stomach the risk of this RR. Even just a bounce to the range highs would give us 300%
$CRV
Midlevel Intern@midlevel_intern
Balls out, longing from this range.
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Midlevel Intern
2K posts
Midlevel Intern
@midlevel_intern
Ramblings on equity/crypto markets and other stuff. 🇵🇭 (not financial advice)
Katılım Ağustos 2024
44 Takip Edilen109 Takipçiler
Some smaller factories have switched to full off-grid setups. We could have saved so much more on the energy side if the conversion to solar was more aggressive and incentivized.
I wonder who/what was slowing it down 🧐
Brian Tycangco 鄭彥渊@BrianTycangco
How can the Philippines hope to attract foreign investments in manufacturing and high-tech industries when it can't even keep the lights on? And when the lights do manage to stay on, paying for that basic service costs more than what people spend to put food on the table each month. "The grid operator said 30 power plants were unavailable, while 14 others were operating on derated capacities, leaving 4,160 MW inaccessible to the grid." business.inquirer.net/590560/red-ale…
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Read and take in the bad data but never forget people find ways to profit out of everything.
Best time to buy the dollar was yesterday. (The last few years but you get it)
John Mangun@mangunonmarkets
The peso is weak The exchange rate is a symptom The disease is energy import dependence — and it has a name, a treatment plan, and a timeline measured in administrations, not quarters That is not a reason for despair It is a reason to stop reading the doomsday threads businessmirror.com.ph/2026/05/14/pes…
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Midlevel Intern retweetledi
my favorite thing about this video is actually how endless it is. just as you think it's over they pull up another random guy from the depths of hell. makes it feel like there are 40 people on a basketball team
New York Basketball@NBA_NewYork
11 years ago the Knicks went 17-65 Where are those Knicks now?
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Curious to see if our senators can survive basic overtime at work… they’re so used to luxury let’s see how they camp in their office 🧐
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Surge in buying EVs, installing charging stations, and RTO contributing to the stressed power grid resulting in wide scheduled blackouts?
That’s what happens when solar rollout is purposely blocked.
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Midlevel Intern retweetledi
LeBron signing a one-year vet min deal with the Boston Celtics to raise Banner 19
BronMuse@BronMuse
LeBron will be an unrestricted free agent this summer for the first time since 2018.
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Crypto bullposting is back. The setup has been primed for months… just need some good news or else sell in May is still the way.
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I read this so fast because it was too interesting.
Lowkey working with ALI and have had to explain to people inside what the situation can be… also yes only luxury inventory has been moving.
三井啓一@k119850225
いまだにAyala Landの株を長期保有しようとする人へ 先週、 MEGがついに自社株買いを完全に止めました SMPHは自社株買いの金額が激減 RLCはずいぶんご無沙汰 ALIは4月に新たに巨額の自社株買いプログラムを発表したのち、2週間ほど前からピタリと止まりました そして、4月30日のANCニュースでちょうどALIのCEOのインタビューとその直後のアナリストインタビューでJohn Mangunがそれを酷評するという面白い回があったので、下にリンクを貼っておきます ここはかなり同意します Ayala Landはおそらくフィリピン上場会社の中でおそらく1,2を争うほどの、 2010年代前後を中心とした親中政策による中国絡みの犯罪集団暗躍と汚職政治家のマネーに支えられて売上利益が持ち上げられ、ペソ安＆低金利がその利益に高Valuationという魔法をかけ、 株価が上がりに上がっていたという受益者である なぜか？ ALIは売上の大部分が高級物件の販売であり、一般国民では一生かけても１unit 数千万～数億ペソするALIのその物件を買うことはできないから ①まず2022年でロシアのウクライナ侵略をきっかけとして、長期インフレ時代が始まる→不動産業界全体に大逆風 ②2023年からAIブームが加速する→高金利を長期化させやすい ③2024年に大統領がPOGO禁止令により中国系の犯罪集団を実質締め上げる→中国犯罪集団絡みの富裕層がALIの物件買いづらくなる ④政治家汚職大スキャンダルの連発で、さすがに汚職マネーでALIなどの高級コンドミニアム買いづらくなる ⑤2026年イラン戦争開始→自社株買い追加→実質中止→プロジェクト次々中止＆Capex計画大幅削減へ ちなみに、これから高金利継続の中でもフィリピン内需株に希望を見出す余地があるとすれば... ・これらとは別で、今後AIブームの加速によりさらに安い労働力を求めてフィリピンにオフィス需要が増えるんだか、自動化により需要減るんだか....？ ・あと、これから中国の台湾侵攻が現実を帯びれば帯びるほど確実にフィリピン株式市場のValuationに重しになる ・領有権争ってるエリアで、昔のいじめられっ子からいじめっ子に変身した中国と石油協同開発するという妄想の先行き、現状フィリピン唯一の希望Malampaya増産の先行き ・現在進行形となっている米国日本オーストラリアを巻き込んだ防衛線の構築 ・ひそかに進みつつある首都圏郊外の巨大AI工業団地開発 細かい調整はしてきているのは分かるが、ALIは過去何年もの世界マクロ大転換の中であまりに後手後手のオンパレードであり、経営陣の能力に疑問を持たざるを得ない それでもあなたはまだ妄信してALIに長期投資する気ですか？？ ちなみに、2024年末にALIのトップセールスチームが東京に在庫一掃のために訪れていた時、 メンバーのほとんどが、AREITの株価がALIとは真逆で上がりまくっていたことを誰も把握していなかったのが、少し驚きというか？がっかりでした？ (2025年1月末にPseiに入るから1か月だけ持っておくと得だよ、って教えておいてあげました) 過去の遺産にしがみつくことなく会社を上向きに大変革させたいなら、幹部はおろか各部門のリーダークラスがこういう所に疎くては、なかなか自力で会社を大きく立て直すのは難しそうだ そうでなければ、いつ訪れるかわからないAIブームの大崩壊だか世界金融危機？世界大戦の再来を待ち、 先進国も新興国もスタートラインがフラットになったところでようやくALIが相対的に優位に立つ時代が訪れやすいと考えるほうが妥当 youtube.com/watch?v=2HBvVy…
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Will never understand why VC/Startup people treat me like I’m fucking stupid. I know what series funding you have and what it means…
Let’s just do business I don’t need to know you’re the next disruptor with your AI app that no one uses/would buy.
Industry powered by ego IMO
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Ref probably bet his whole house on OKC winning
BrickCenter@BrickCenter_
Austin Reaves to the ref 😳 “That’s some bullsh*t for you to talk to me like that! P*ssy”
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Been a while... could be something if we get some good news.
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Midlevel Intern retweetledi
Like cheap stocks? Well, Indonesia is the worst stock market in the world, but also the cheapest. The Philippines is amongst the worst, but also second cheapest.
Warsaw is doing great and also still relatively cheap. What about HSI listed Chinese stocks? Also not doing so well this year and hence cheaper.
Okay, but people like to buy more expensive things, kind of like luxury products - they want Chanel even if Taobao got also black leather bags.
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I would have thought it to be normal but then they put in AI effects on the BPO industry alongside it. Max pain!
Trinh@Trinhnomics
The Philippines April inflation rose sharply to 7.2%YoY on rice and fuel price hikes. We had predicted that this would be the most vulnerable country in Asia due to its deficits of energy and food. We expect further hikes for the BSP even as demand slows from higher prices. Divergence is widening in Asia and the Iran War and AI are widening it.
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Got to talk about financial markets in my job today and presented to my fellow salespeople.
I FEEL SO ALIVE
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Self-serving? 😂
We need tighter rules on cross-ownership. Natural monopolies (Transmission and DUs) shouldn't be suppliers and/or own generation facilities. That’s where the real conflict lies.
bilyonaryo.com/2026/05/03/mer…
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Overall sentiment is getting better. If it pops from here I'm gonna miss it because they banned OKX in the PH
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Just want to wait for US hours in case Trump wants to nuke the price again.
Watcher.Guru@WatcherGuru
BREAKING: $80,000 Bitcoin
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Midlevel Intern retweetledi
by age 26 you should have:
- no kids
- no wife
- at least 1 WWE replica belt
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Energy companies were taking their sweet time until now. Foreign money was actually more interested in building solar farms here than local.
Jonathan Ravelas, CTA@ravelasj
This isn’t about oil prices coming down.The Philippines is undergoing a forced economic upgrade.The real risk: treating a structural energy shift as a short‑term shock — and paying for it through inflation, fiscal strain, and social unrest.Transition delayed is instability imported.
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