Anon_

@KobeissiLetter Just keep immigration open... otherwise face doom like Japan, South Korea and China

The US demographic situation is getting worse: The total fertility rate fell to 1.57 births per woman in 2025, the lowest since the data began in the 1930s. A rate below 2.1 births per woman means a population is no longer replacing itself and is shrinking when excluding immigration. The fertility rate has been effectively below 2.1 births per woman since the 1970s. Furthermore, the general fertility rate, measured as births per 1,000 women aged 15 to 44, fell to 53.1 in 2025, an all-time low, continuing a decline that began in 2007. Additionally, birthrates for women in their late 30s exceeded those for women in their early 20s for the first time on record in 2025. America is heading into a demographic crisis.

@jordanfogel Hard disagree. The market has the most retail participants in history and making up almost 30% of all trades now on any given day. There is no chance that the majority of them will be sophisticated enough to program an algo to trade discretionary strategies. In fact, not possible

No one will place a trade in 5 years It will all be bots executing

@The_AI_Investor @aleabitoreddit

There seems to be an AI bubble around the “future bottleneck” narrative that is too far ahead of any realistic earnings potential. Investors are FOMOing into stocks, especially small caps, based on recommendations from some X accounts or Substacks, and expecting 3x returns within six months. I usually avoid those stocks, or at least don’t allocate anything significant to them. Just be aware of the risk, buy what you can afford to lose.

@EliteOptions2 The absolute best trades feel familiar and comfortable. They don’t feel scary lmao wtf are you talking about. It should just feel like another n in your probability set. I get you like to evoke emotions through your tweets but this is nonsense.

90% of people never buy the bottom when it finally comes. Too much fear, panic, and hesitation. Nobody ever wants to buy when the market is breaking out either. "It's up too much" "It's overvalued" "It has to pull back" Do you see the pattern here? Most people only buy when they feel comfortable. Just like in real life you can't grow in the comfort zone. The absolute best trades feel scary. They almost feel wrong. These are the types of trades that can 10x your account.

@daniel_koss Better off utilizing covered calls or protective puts when you think we are overbought or sentiment is turning. This way you don’t risk being out if it gaps up 30% overnight randomly or something. To each their own just my 2 cents.

I’ve bought and sold $NBIS countless times. Here’s why that’s actually the most bullish thing I can do. I model and track many stocks. $NBIS is still by far my best risk/reward. But I’m a perfectionist. I invest full time. Just holding isn’t enough for me. My personal rule: → “If I can’t outperform $NBIS’s yearly return, I should just hold and do nothing.” So I actively try to: •Sell when sentiment turns (even if unjustified, like the Michael Burry AI bear thesis) •Buy back when I think the next leg up is coming His bear case was that GPUs would depreciate within 2-3 years. That has been completely falsified. We now see that even 5-6 years might be too pessimistic. Even the oldest GPUs are seeing prices rally. Supply shortage is that strong, and it’s only getting worse. Has it always worked? No. Will I make mistakes again? Absolutely. Has it worked overall? Yes. I’ve outperformed buy-and-hold $NBIS both last year and this year. People comment under every trade: “Trading doesn’t work.” They’re right. For most people. My actual advice is simple: buy quality, hold until the thesis breaks. That’s it. But that advice isn’t for me. I’m optimizing for every percent. I have the time, the models, and the track record to justify active trading. One more thing on taxes: If you’re in a country with capital gains tax, please don’t do what I do. The tax drag alone makes it not worth it. I invest through a fund in a zero-tax jurisdiction. Different rules apply. How do you guys think about trading? Would love to hear some smarter opinions than "trading never works".

@crux_capital_ @aleabitoreddit

I have to ask... Why are some people saying with certainty that $SIVE IS the laser supplier for $MRVL ? Is it solely the sive > poet > celestial/mrvl? If so, can someone please share hard confirmation that poet is designed into Marvell with celestial? And if so, what about any confirmation that POET is using Sivers for this? I am bullish all 3 companies but I also want to stay grounded

@ParadisLabs Do you have a model for SIVE?

Had a few dozen dm's asking for my $IQE model Comment/dm me and I'll send it over the weekend - for free, of course Could be useful for newbies to company valuation

@k2__investment @unusual_whales Is he mentally ill? Or trying to save us all from extinction.

@unusual_whales Sad to see it escalate to this. Someone mentally ill... you can agree or disagree, like or hate, but attacking people over what they build is sick...

The suspect in a Molotov cocktail-style attack at OpenAI Chief Executive Sam Altman’s California home last week was carrying an “Anti-AI” document that included a list of artificial-intelligence CEOs, per WSJ

@jordanfogel that’s not $4

Why does inflation not apply to Chinese food This was $4

@MB_Hogan yes probably

$NBIS Question : should management take the opportunity of ATH stock in the $150’s to dilute via the $2B ATM?

@TS_Secrets calling bullshit on this made up story

My friend got laid off from his software engineering job in 2022. 42 years old. $195k salary gone overnight. Meta, Google, and Amazon had just cut 200,000 jobs and the market was flooded with engineers. He spent 14 months in an electrical apprenticeship. Last year he made $160k as a journeyman electrician specializing in data center builds. 2026 at 46 years old he make $270k with over time. The same data centers his former employer runs. He told me he will never work for anyone who can lay him off with a Zoom call again. Neither would I. Day 97 tagging @mikeroweworks because I want to bring awareness to the trades.

@BlackPantherCap META is not a hyperscaler

$NBIS has $46 billion in contracted revenue from $MSFT and $META. > $2 billion investment from $NVDA. > 310MW breaking ground in Finland. > A Missouri GW campus just approved. > Revenue guided $91M to +$3B EOY 26. That is EXECUTED backlog. The stock is up 400% in twelve months and still trading at a discount. The market has not priced in the full contract stack. It is STILL pricing in doubt about execution. I understand that doubt. The capital plan is aggressive. The buildout is enormous. CEO Arkadiy Volozh has to deliver 800MW to 1GW of connected capacity by year-end to stay on track. But the risk here is execution pace now, not demand. $META and $MSFT are not letters of intent. They are binding multi-year commitments from two of the three largest technology companies on earth. When hyperscalers write $46 billion in contracts to one neocloud, they are not doing due diligence on a wish list. They are securing infrastructure they cannot build fast enough themselves. Demand in this space is STILL insane. -BP Not financial advice. Do your own due diligence.

@StealthQE4 They literally voted for, and platformed trump and went to the inauguration…. yall are more braindead than I thought possible

Theo Von with the rant of the year. 🔥🔥🔥 Love both of these guys.

@Stein988 @ThierryBorgeat uhh no it wouldn’t. most mag7 and avgo would be bigger

@ThierryBorgeat If SpaceX lists at a $1.75 trillion valuation and is added to the Nasdaq‑100, it would instantly become the largest single component of QQQ. That's terrible, maybe it's time to switch to VOO.

Something deeply uncomfortable is happening to the Nasdaq-100. SpaceX is targeting a $1.75 trillion IPO. Nasdaq wants the listing over NYSE. So Nasdaq is rewriting its own rulebook. Here's what they are proposing: 1️⃣ "Fast Entry" rule: any mega-cap IPO gets added to the index after just 15 trading days — bypassing all standard seasoning and liquidity requirements. 2️⃣ A 5x multiplier for low-float stocks: if SpaceX floats just 5% of shares, passive funds are forced to buy as if it were weighted at 25% of total market cap — $438 billion of phantom weighting. The result? Tens of billions of price-insensitive passive dollars — your pension, your ETF, your QQQ — are legally mandated to buy SpaceX at whatever price it trades to on Day 15. Hedge funds will front-run this guaranteed bid aggressively. Then when the lock-up expires, insiders flood the market with shares — at the exact moment passive funds are again forced to buy more. "If you're playing a poker game and you look around the table and can't tell who the sucker is, it's you." The sucker is every passive investor in a Nasdaq ETF.

@aleabitoreddit Are you concerned by South Korea’s helium shortage due to Iran war?

If you want exposure to memory, $DRAM is a genuinely great ETF. I normally don't praise ETFs, but this is solid. 1. $MU - 24.63% 2. Samsung - 24.11% 3. SK Hynix - 23.08% 4. $SNDK - 4.9% 5. Kioxia - 4.86% 6. $WDC - 4.77% 7. Nanya - 3.89% 8. Winbond - 2.4% Disclosure: Friends over at @roundhill did reach out about the launch, but I'm not getting paid to say this (just in case you think this random post is sponsored, it's not). Just a genuinely great ETF for memory exposure if you don't have access to foreign stocks. And I’d encourage more institutions to make ETFs like this.

@ZaStocks The longer this goes, the higher chances of margin compression, earnings revisions downward, hawkish fed/ central banks, and overall demand destruction. I’m not a doomer and I think we likely resolve this before a recession is inevitable but there is already material damage.

@ZaStocks It on lag because a lot of the tankers that were sent out pre war are still arriving at certain destinations. Tankers move VERY slowly. That is about to end and the supply shock and demand destruction is about to begin. Even if war ends, infra damage has already occurred.

Nobody knows if we bottomed, all you can do is act with the context and information provided by the market. And the most recent context has been: - Largest buy volume day (Tuesday) in the S&P 500 since Trump told us to buy stocks in April 2025 - Reclaim of the 10 day and 50 week moving average in the Nasdaq - Nasdaq reversing a 2% gap down to close green after Trump’s press conference - Many stocks continuing to act well - Groups and themes leading - Bad news getting absorbed - Horrible sentiment Time will tell, but this is reality as of the last few days.

@Crypto101Today @DeItaone they will if initial claims and unemployment start to get out control

@DeItaone Everyone wants cuts… but inflation + oil above $100 says otherwise. Fed won’t move until data forces them.

BLACKROCK'S RICK RIEDER SAYS THE FED SHOULD CUT RATES, AND I THINK THEY WILL

@epictrades1 ok… but earnings have grown since then and are projected to grow even further. Comparing price without comparing valuation makes zero sense.

$QQQ sometimes perspective helps. We are still roughly 40% above the pre mkt lows of April 25