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@aleabitoreddit All these media outlets are mere reflexivity feedback loop direction and intensity control.

Why is it… When I call out a stock like $RPI, news outlets like Bloomberg and FT call it a “Meme Stock”? Like GameStop? Then when other analysts like Hedgeye say the same thing a month later… Suddenly it’s an AI trade like Bytedance or Tencent. Do I need to name change to Serenity Risk Management?

@Geiger_Capital Hahaaaa was missing this one

It’s over. Your kids will never retire.

@Keir_Starmer Bro is desperate. He turned the UK’s back on the US to cozy up to the EU. Then the EU (at least France) signed up with the US anyway, and now the UK is left all alone, sucking its thumb. Pathetic. What's left? Dog whistle with pics next to deranged coloured hair loonies. Go UK!

In the face of global instability, this government is acting to protect British interests abroad, and to protect people here from the cost of living.

@aleabitoreddit $SNDK 💎✊

Imagine all the people who sold their memory positions. From SK Hynix, Sandisk, and Micron because of “Helium”? Sk Hynix: +7.03% 1D $SNDK: +31.75% 1W $MU: +19.66% 1W Samsung: +2.83% 1D Look at NAND, DRAM hikes, which were all way beyond estimates. As well as company statements that there was zero material effect. Media doomposters and panic sellers. drives short term prices. Operating profit drives long stock prices.

@pmayvr @mamboitaliano__ @CNN What an extremely stupid comment. R3tard, if one can't provide all the valid documentation, one doesn't qualify. Why even bother writing something you have no clue about?

This is a misleading article. You can still obtain Italian citizenship if you csn prove one of your parents or grandparents were born in Italy. The new law is intended to stop the 25-30,000 applications they were receiving annualy from people (mostly from South America) recquesting Italian citizenship based on some vague family connection many generations back that could not be verified. These were clogging up the system for legit requests for citizenship.

The announcement will be a devastating blow for those who believed the court would uphold Italy’s 160-year history of citizenship by descent, or ius sanguinis. cnn.it/3PBZRVR

💯

@Keir_Starmer @RachelReevesMP @Ed_Miliband Pffffff

If fuel companies try to rip off customers, my government will step in. @RachelReevesMP and @Ed_Miliband are bringing the bosses of the fuel companies in today, to make sure that customers aren’t losing out because of the conflict in the Middle East.

@elonmusk You know what the problem is? You people won't bother looking elsewhere where they have cheated in all sorts of ways. You think enforcing a vote id will solve anything? Look at Brazil, they literally produce proper IDs and hand them out, transport people by bus so they can vote.

Failing to pass SAVE is an act of high treason against the people of America

@eikebatista @elonmusk O instinto funciona, as vezes bem até demais. Algumas vezes comprei e acabei vendendo porque comprei muito cedo, cedo o suficiente para me convencer de que estava errado, só pra depois ver que estava certo.

VCS SABIAM QUE EM 2012 EU TINHA DISPONIBILIZADO 600MILHOES DE DÓLARES PARA COMPRAR 20% DAS AÇÕES DA TESLA DEPOIS DE FAZER UMA VISITA AO @elonmusk NA SUA FÁBRICA NA CALIFÓRNIA!!!!!! ELE ESTAVA DEBRUÇADO EM CIMA DO MODELO X PARA RESOLVER A PORTA COMPLEXA CHAMADA ASA DE GAIVOTA!!

@nickofnz You can create a company that actually solves those problems. Standing on the pavement holding a placard in the hope that someone will deploy their capital to grant your wishes doesn’t count. It’s too easy, too lazy, and too childish.

I don't want a city on Mars. I don't want AI in every app. I don't want data centres in space. I want clean water. I want a stable climate. I want bees to survive.

@anistotle_ Thanks for the public service!

It's hard to describe what it feels like to work on writing by yourself for months & months & months, then wake up & see something you've written approaching half a million impressions. Thank you for reading + sharing. PS if you're an editor I previously pitched who ignored my emails & I now see you're subscribed to my writing, I will be following up :)

@SosaKayser666 @aleabitoreddit Yes. I'm on IBKR, the ticker is $SMSN and in the case you wonder, $HY9H is SK Hynix

@aleabitoreddit Can you buy samsung on ibkr (korean stock market)?

Year to Date post $NVDA earnings: 477.27%. Majority of the gains are the result of the research I've done the past few months: From the $AXTI's InP chokepoint that went up few hundred percent recently. or profiting off Jane Street from $EWY IV vega expansion for Sk Hynix/Samsung. Many others were tens of % or hundreds of percent returns each in a short timeframe. Like $XLU going up 3% in a week to the epic directional rally of $MU and $SNDK. I think people just like to see the end results like this, which is understandably the most eye-catching. But most of the groundwork for the current returns was laid out months ago from $LITE Google BOM analysis to semi supply chain bottlenecks from Unimicron, Nittobo, and even $TSM last year. Even now I’m planting the seeds for the future with analysis on $XLU for the power/grid sector, or understandably higher risk companies like $IQE as a $LITE supplier for the photonics supply chains. I typically shift from: > Research Posts (Initial thesis post) > Map that into actual ideas + trades > Follow-Up DDs on Alpha (eg. SMM InP pricing) > celebrate when things go up. cross-industry, and typically on sectors with momentum. Rather than sticking single stocks, or just analysis only (instead of trading). And I think people might have found this style refreshing. I think recently, I’m is just capitalizing on two different trends: 1. Focusing on active bottlenecks in AI supply chains - Memory like $SNDK, $MU, Sk Hynix, Samsung, $SIMO - Photonics like $LITE, $COHR, $AAOI, $IQE, $AXTI, and Yamamura - Power Grid like $XLU - Advanced Packaging/Yields - $AMKR, $ONTO, $CAMT, $KLIC, $FORM, and $AEHR 2. Then focusing on Capital Rotation into Taiwan, Japan, Korea. Basically past week capital rotation was rotating from US/China -> Korea, Taiwan, Japan. ETFs like $EWJ or individual stocks from Nanya Plastics have been taking off. - Taiwan Equity Funds recently took in over $1 billion in a single week for the first time in months - For Japan: GS chart's +0.37 long buying - For Korea, foreigners were net buyers of roughly 1.37 trillion won (~$1 billion USD) in the first half of February While GS chart shows a staggering -1.52 SD in short activity for North America. So that's probably my assumption on why $HOOD investors haven't been doing too well from a lack of Asian equity exposure. The reason being Hyperscaler capex trade flows into Asian countries in the supply chains (eg. Some analysts projected Sk Hynix to have 2.2 2027 fwd p/e, which is absurd) -> institutions following the flow with capital rotation. As for some reflection, I'm genuinely surprised by how many people read my posts nowadays and it’s really humbling! I don’t really celebrate this much (last year I only did one time with a 600%+ 1Y return) but I’m amazed by how lucky I am this year with timing and getting a lot my thesis right. I’m not perfect, I do get a few things wrong, but what’s more important is I get more green than red every day. But thanks to everyone, I grew from a little account to 83K in like two or three months!

@amitisinvesting I no longer believe that this sort of thing is dumb related. I'm growing very suspicious and conspiracy theorycious too. I suspect we're the dumb ones who can't figure out what's really going on. There's some Jane Street kind of shaite out there, I can smell it.

bought more $NVDA market's being dumb lol

@flyarcher Just share decent footage. That would be a major start (you know this one already, just decided not to).

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