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Alex M 💱(bottom 1%)
1.1K posts
Alex M 💱(bottom 1%)
@motanu
Investing towards (financial) freedom. Elon fanboy
Bucharest, Romania Katılım Mayıs 2009
275 Takip Edilen153 Takipçiler
@itselijahcheng Hey man
My problem / concern with Grab rn is that tourism has fallen of a cliff, all SEA is affected by the middle east conflict as it is a very important hub.
From what I understand turists are a big share of the TTV. Any idea just how much?
English
Weekly Portfolio Update | 29 Apr 26. Even after TWO 12% declines in the portfolio still beating S&P500. I'll take that. haha
Initial Capital: $100,000
Total Portfolio Value: $105,849.67
Overall P/L: +5.85%
Total Cash: $36,282
- Cash secured put collateral: $21,700
- Unused cash: $14,582
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STOCK POSITIONS
$ETHA | 200 shares
Cost: $15.83 | Now: $17.03 | MV: $3,406 | P/L: +7.6%
$GRAB | 1,500 shares
Cost: $4.24 | Now: $3.85 | MV: $5,775 | P/L: −9.2%
$IREN | 300 shares
Cost: $38.00 | Now: $43.85 | MV: $13,155 | P/L: +15.4%
$HOOD | 200 shares
Cost: $70.00 | Now: $71.54 | MV: $14,308 | P/L: +2.2%
$ZETA | 200 shares
Cost: $16.82 | Now: $18.05 | MV: $3,610 | P/L: +7.3%
$SOFI | 1,500 shares
Cost: $17.72 | Now: $15.81 | MV: $23,715 | P/L: −10.8%
——
OPTIONS POSITIONS
$IREN Sell Call | 21 Aug 26 | $65 strike (rolled)
Premium net: $363 | Monthly yield: 0.81%
$HOOD Sell Call | 22 May 26 | $95 strike
Premium: $218 | Monthly yield: 1.58%
$HOOD Sell Put | 22 May 26 | $72 strike
Premium: $220 | Monthly yield: 6.64%
$ZETA Sell Call | 15 May 26 | $20 strike
Premium: $88 | Monthly yield: 1.94%
$ZETA Sell Put | 15 May 26 | $15 strike
Premium: $210 | Monthly yield: 6.55%
$SOFI Sell Call | 29 May 26 | $21 strike
Premium: $465 | Monthly yield: 1.16%
$SOFI Sell Put | 18 Jun 26 | $14 strike
Premium: $260 | Monthly yield: 2.26%
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LEAPS
$NVDA Long Call | 15 Dec 28 | $180 strike
Cost: $6,010 | MV: $8,077 | P/L: +34.4%
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The memory cycle has so much pricing power right now that $SNDK & $MU are reporting gross margins that look more like software:
• Sandisk: 78% gross margin
• Micron: 74% gross margin
What happens when inference demand turns memory into a bottleneck layer of AI economy.
Shay Boloor@StockSavvyShay
$SNDK made more profit in one quarter than it made across the prior three years combined. Agentic AI is driving demand for NAND-backed storage across inference workloads, with SanDisk’s high-capacity enterprise SSDs positioned as a key part of the stack.
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@AlanRenner7 Thats very recency biased no one would have said Cherki last year and Im not sure Olise either..
English
Outside of Kane there isn’t a single world class English player.
EBL@EBL2017
England’s talent pool is so vast that their second XI could genuinely win the World Cup.
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@EmbraceFraud @StanphylCap Well you know.. the web of insiders and cross company shenanigans is too spread out. It will take a while
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@StanphylCap $ally should be reporting that they are no longer going to be buying loans from $cvna after the S&P downgrade of PRIME LOANS.
This is what $ally was buying for $6 BILLION.
Now they we go bankrupt because of their quality.
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I think $CVNA may be the craziest stock I ever shorted other than $TSLA. I made a lot of money on it (CVNA) twice this year (one of my few recent short winners) but I just covered it in the $380s and will take it off my screen.
It's too insane even for ME!
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In Q1, $CVNA Originated $4.254B in Loans @ Vehicle ASP of $25.7k
=> ~165k Buyer Financed with Junkana!
165k/187.3k = 88% of Buyers Financed with Carvana at NON-COMPETITIVE RATES 💩🤯
For comparison ~43% Finance with $KMX!
ALL YOU NEED TO KNOW! Not Going to End Well.
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@outlierrcapital Call was followed by 6 analysts upgrading the price target .
Any thoughts on the crazy price movement at open? From 430 to 390 in under 5mins. I'm thinking one of the two big funds holding stock or even coordinated. Maybe mr @CliffordSosin sold ?
English
On today's $CVNA call, with 11 sell-side analysts on the line, here's what got mentioned:
"Gain on loan sale": 0 times
"Securitization": 0
"Bridgecrest": 0
"DriveTime": 0
"Related party": 0
Outlier Capital@outlierrcapital
$CVNA Gain on loan sale was $354M, equal to 87% of GAAP net income, up from 73% in Q1 2025 Strip that out and NI from operations was $51M on $6.1B of revenue. Under 1% net margin from being a car company
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Am ajuns în Salonic fără așteptări mari. Am plecat cu mâncarea lor în cap și cu o dorință să mă întorc.
Bougatsa dimineața, tsipouro seara, bouyourdi între timp, și un oraș care îți arată straturile lui pe rând: roman, bizantin, otoman, evreiesc sefard.
🔗 1001calatorii.ro/salonic-grecia/
Română
@VektorLines Bruno apologized to mbeumo right after . A goal is a goal, who cares. Sure Mbeumo also deserved it but Carrick won't bench him just because he didn't score..
English
This is exactly why you're not a footballer.
Chance creation is often not just about passing the ball...
Stuff like this is what separates top creators like Messi, kdb, Bruno from others.
PICKING THE RIGHT PASS
If you Observe that picture well you'll realize sesko is the more free of the two
Here's why:
The apparent space mbeumo has is just a trap, the two defenders have their attention there already, waiting for Bruno to make that pass to him and boom, they'll close him down, mbeumo will either force a short, hold the ball or pass back hence killing the attack.
Bruno being who he's, saw their direction and went the other way giving small room for sesko to do as he pleases
Result = goal
👸🏻 Norra Wilbor@NorraWilbor
I still insist.. Why didn’t Bruno make the pass to Mbeumo instead?? He was very clear and would have scored as well. It would have been a big booster for him. Look how isolated Mbeumo has become lately. A shadow of himself! Mbeumo cannot end the season feeling this way please.
English
Italiano
@btud01 @Phoenixsoul299 @karapok @VersoEuropa Unde dracu ai trait tu ba mincinosule? Prostesti lumea cu minciuni. Numai putorile mureau de foame in perioada comunista si mai greu a fost dupa 1985 cand a platit Ceausescu datoria externa. Inainte de 85 Romania era paradis. Dar cum spuneam, putorile si hotii o duceau rau.
Română
Romania's transformation since EU accession:
- Economy: €150B → €400B+
- GDP per capita doubled
- Wages up 2.6x
- €100B+ EU funds
- +1.8M jobs created
- 1000+ km of highways built
English
Be Mark Zuckerberg:
> learn Mandarin
> give speeches in Mandarin in China
> put Xi Jinping’s book on your desk
> get employees to read Xi Jinping’s book
> ask Xi Jinping to name your baby
> get rejected
> host Chinese internet officials at Facebook
> try to bring Facebook back to China
> get rejected
> explore China-friendly censorship tools
> get rejected
> quietly test a China-only app
> get rejected
> buy an AI company with Chinese roots
> get rejected by China again
The Spectator Index@spectatorindex
China has blocked Meta's $2 billion purchase of AI firm Manus.
English
Shift4 is proud to team up with @InterMiamiCF as the club’s Official Payment Processing Partner!
We’re powering payments for ticketing and concessions at Nu Stadium to deliver a seamless experience for fans from the time they purchase their ticket to the final whistle on match day. ⚽
Learn more about our partnership: shift4.com/news/inter-mia…
English
Appreciate the X revenue sharing program!
I actually end up passing it along to local charities I like, but don't normally share.
I'm especially a big fan of local pet shelters, since my dog passed away last year and I'm still not completely over it.
And addressing homelessness too, since I did make a lot of homeless friends back at UC Berkeley.
At a certain point, you don't need more money.
But it does help maximize the positive impact you can have, which is why I'm still on X (and not retiring, which I can do).
It just feels fulfilling to live an honest life, be true to yourself, and see how much of a positive change you can make in this world before you go?
My goal on X has always been how to help the retail investor the most...
compared to traditional models of selling every single piece of alpha to institutions first.
Actions speak louder than words, hence why subscriptions are $1 and I publish all my ideas/thought process for free to everyone here (even though I could charge $50).
So people can do what I do themselves when I leave one day!
In terms of next steps, I thought it would be fun if retail had the exact same edge as Citadel and the other hedge funds?
So I was planning on releasing custom LLMs for free (I was a research scientist in the past you know) and using the extra subscription revenue to subsidize compute/data costs.
Think it will be fun!
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@Jason @ShuttersCA Nice , clean view. Wondering what is the temperature, since the beach is so empty
English
I’ve been staying @ShuttersCA since 1994 — over 30 years!
This isn’t paid or promotion… I’ve just always loved staying here.
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We arrived at our conclusions independently and 100% agree with @callistores re $SRAD
Callisto Research@callistores
NEW REPORT: We are short Sportradar Group AG $SRAD, a self-styled "Sports Integrity" leader with ties to illegal gambling, sanctioned parties, criminals, and a completely fake regulator. We believe Sportradar’s ties to illegality pose an existential threat.🧵
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@Forbes Forbes is debatably one of the worst and useless publication out there.
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Elon Musk is the planet’s richest person by far, worth $839 billion as of Forbes’ annual World’s Billionaires list. He also ranks among the least philanthropic billionaires. forbes.com/sites/mattduro…
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