Slamdust

@EmanuilIvanov72 @alojohhardcore I was fully invested before the market drawdown. As it dropped I was adding 5-10% in margin in the heavily discounted names every week and only got to 20% margin. Don't think I will willingly exceed 25% to avoid permanent losses.

@slamdust @alojohhardcore yes, but keep in mind that on the way down, when the market was tanking, the losses are also multiplying, if you are on margin... That's why I would advise, keep it simple, stay away from margin, until you get the opportunity like last week... then get out of the margin ASAP

@EmanuilIvanov72 @alojohhardcore Wow, you got balls. That explains the 15+%

@slamdust @alojohhardcore I’m close to that return and margin is 50%+. Meaning, if my equity is 100k margin loan is more than 100k. This is very risky and one needs to know what they are doing. My advice, stick with 10-20%. This is great

@alojohhardcore What do you mean by "Oracle's advantage is that Oracle is the only player which is not competing against anyone's AI."

@alojohhardcore @HuyPhan07 @Bruce_Lee44 Followed AJ and bought from 439 till now ... Average price at 387.69

@RebelAssets @alojohhardcore Hey mate, switch on notifications for both post and replies. AJ has been updating us.

@alojohhardcore @slamdust Can you try to post about the „dip buys“ that you do via margin? If you are fully deployed and still buy via margin it means that those entries are very high conviction entries which I would hate myself for if I‘d miss them.

@alojohhardcore Hope you added Samsung into your long term coverage since it's a great company

@alojohhardcore Getting into samsung a few months ago would've been nice Pretty impressed at them. They're #1 or #2 in whatever sector they're in

@alojohhardcore Do you see micron catching up in market share? Curious to know why is Samsung #1 and whether a technological lead exists

@alojohhardcore Why does micron get much more hype when it's the distant 3rd in RAM?

@zero_hero @alojohhardcore @nymbusjp fsd capabilities aside, it's 2026 and Tesla hasn't solved fsd, that's a fact. RT Rollout is super slow. Failed promises after another. Only hype. With compute getting cheaper and data moat gone, Stock priced for perfection... 🥵 Go back and read all of AJs posts about TSLA

You mention FSD v12 here. Have you sat behind the wheel of FSD v14.2+ yet? As a FSD user since v10, the difference is night and day. The demos that I’ve seen online from are all fairly straightforward driving scenarios and possibly cherry picked. Assuming they aren’t cherry picked, There is nothing comparable to the hundreds of hours of full drives in various geographies that’s uploaded by Tesla’s customers. Even want-to-be content creators with 200 views per vid have uploaded hours of full drives.

If you want to know who has a chance to compete with FSD, apart from the nasty quantization tail that can only be solved with Hardware In the Loop for training, you should also look at the compute. Elon mentioned that you need one H100 to simulate one HD camera at real-time speed. That translates to eight H100s for the complete system. Simulation is necessary for Reinforcement Learning (RL), one of the most potent methods for training a neural network. Tesla has roughly 100,000 H100s available in Cortex. This is enough to simulate 12,500 full eight-camera systems in parallel. This is the best-case scenario, excluding gradient descent and all other overhead. Assuming the average driving speed of simulated scenarios is 50 km/h, you can simulate about 100 million km per week. However, you need to run each scenario several times — once per gradient descent iteration (or epoch). So if you assume 100 epochs (a reasonable ballpark guesstimate), you are down to 1 million km of RL training per week. If you want to reach superhuman safety, you need to train over several million kilometers. Considering you will need many iterations to add new scenarios, improve the reward function, try different network architectures, etc., you cannot get this done within a reasonable time if you do not have this amount of compute. Only Tesla has it. Nobody else is close. PS: To avoid any misunderstanding, I want to stress that I do not mean that millions of kilometers of data capture are enough to develop FSD. You need billions of miles captured by your fleet to discover the critical scenarios needed to train FSD (I explained that in a previous article).

@alojohhardcore Sincerely wondering.. This did hit your buy point below 15 as you stated previously but with the broader market selloff, is it still relatively attractive? Same thoughts with other comments.

@RenatoGiffoni @alojohhardcore @ross0ner I agree here. Just knowing your trades is good enough. Leave it to our responsibility whether we trade manually or not Telegram or whatever for the hardcore subscribers This will add tremendous value.

Yeah, I was about to say the risk of something going terribly wrong with letting agents pick up messages and executing trades without our knowledge vastly outweighs us having to manually input trades. I think the best compromise is to have an alert system that subscribers get notified of a trade (be it on X, e-mail inbox, or any other app - but it pops up on your mobile) and when the subscribers sees it, they input the trade themselves. Might be slow sometimes, but much lesser risk of something going incredibly wrong and wiping out your portfolio. I think Xiaomi is an especially hard to trade stock (especially for someone based in the U.S.) because when HK is open, it’s 9pm-4:00am EDT. And I found out yesterday that trading this using XIACY can be real troublesome in terms of liquidity.

@alojohhardcore @RenatoGiffoni @stevenleebeyer1 @TeslaPLee How much is micron scaling up long term supply? One of the dilemma in this cyclical industry is deciding how much capital to invest in factories/supply By monitoring whether micron invests in long term capacity, we can determine their confidence in long term demand

@m0rph3V @alojohhardcore Yeah I actually forgot the time zone difference haha. Made the same mistake with Infineon as well. Rookie mistakes 😔

@slamdust @alojohhardcore Same. Took about a 5% loss today. With the time shift and no trading algo in place I find it quite inconvenient to trade in HK market.

@alojohhardcore On hindsight I should've just sold at 34+ when the stock was dropping rapidly at market open Deciding to hold when u had already exited was not the right move, and it was my own call It required a split second decision and I've learnt how fast markets move