trypamineflow

@insane_analyst We don’t deserve you

Soon. Either tomorrow night or early Monday morning. A friend is helping me out with the last few parts. Report is 90% complete.

@RobertBiedron Jak tam Pana mama?

Kiedy podnosiłem sprawę Pasuta, nikt nie wierzył, że uda się go usunąć z internetu. On sam straszył mnie, że źle skończę. Teraz Pasut został zbanowany przez Google na trzech swoich kontach i ma list gończy! Krok po kroku wytępimy patostreaming.

@litcapital Isn’t Icahn down like 75%?

Carl Icahn has the chance to do the funniest thing

@ContrarianCurse How come you are 7% above spx when basically all your recent posting have been killers? Broad Diversification?

My attitude in the office when I'm +700bps vs SPY and 2.8 Sharpe x.com/philatticus/st…

@ArrakisGlobal Copper futures or equities?

Chopped EU banks and semis considerably down. Keeping gold / copper longs (haven’t rallied much!) Giving thanks into the weekend ✌🏼

@ParadisLabs Yup, that is right. Given the ramp up in fabs volumes Q benefits strongly, Price discovery post IPO + underowned by Institutions as of now

@trypamiedope I like them! I'm sure they recently announced an $NVDA partnership for materials R&D too?

Basket of 20 random stocks I'm a fan of right now (and probably still will be in 2030): 1) $GOOGL - my all-time fave. Gemini + Youtube are elite. Data flywheel that'll own search, agents & cloud. 2) $NBIS - mini AI powerhouse; GPU clusters, Toloka data labeling, Avride self-driving robotics and $NVDA alliance. 3) $MSFT - Burry just went long...first time I agree with him? Generational compounder. Just imagine life without Excel :( 4) $TSM - 2nm + CoWoS capacity mean every hyperscaler has to come to them for yrs. 5) $AEHR - burn-in chokepoint w/ growing hyperscaler backlog probs from $GOOGL, $META, $AMZN. 6) $SOFI - probs the cleanest digital bank rn; AI underwriting + client LTV will compound as gen Z wealth builds. 7) $META - on track to pass $GOOGL as world's largest ad biz this yr + IG/Whatsapp are great. 8) $ASTS / $RKLB - leading the sector behind SpaceX 9) $NOW - clients never leave them + their AI agents are about to eat every enterprise workflow = super sticky recurring rev. 10) $INTC - CHIPS Act + 18A foundry push makes them the only credible Western alternative to $TSM. Partnering w/ $TSLA + SpaceX to make chips for Terafab. 11) $AAOI - 800G/1.6T optics are the literal wires of the AI super cycle; US fabs + hyperscaler orders = huge pricing power. 12) $CAT - autonomous mining tech is just getting started. 13) $SNDK - exploding SSD needs of AI training clusters = margin expansion as DC storage scales. 14) SK hynix - HBM leadership for $NVDA + $AMD; tech edge + premium pricing drive huge margin expansion through to 2030. 15) $AMZN - you could order an air-fryer to the peak of Mount Everest and it'd be there in 24 hours. 16) $MELI - LATAM $AMZN + fintech in one w/ massive network effects in an under-penetrated region. 17) $GEV - only realistic answer to AI power bottleneck. Gas turbines + grid modernization = multi-decade compounder. 18) $VRT - liquid cooling is the physical chokepoint for 100kW+ AI racks; hyperscalers are ordering like crazy. 19) $AVGO - inside every advanced data center w/ software margins on top. 20) $BTC - does the real Satoshi follow me by any chance? I'll do a separate list of European names like $IQE, $ARM, $ASML etc. at some point too!

@ConsensusGurus Hynix trades in Germany too

Does Korea have futures trading? Any indication on open?

@criptootpyrc @aleabitoreddit I’m more and more convinced he/she is just some retail savvy Asian HF, If not then truly spectacular perf

Regardless of what other accounts think of @aleabitoreddit , remember when everyone was starting to panic, dude doubled down his conviction on $sive

@blondesnmoney @nordgirls I bet she is more expensive to maintain than BBG terminal

@Jvnior I’m Polish, we don’t have anything to do with that rat

Since they made a top 10 antisemites list, I made a list of the top 10 worst jews alive.

@Cbb0fe Cut his hands off, that is how you solve crime issues

Last year a CBB Cartel member got his Patek stolen in broad daylight in Spain. Spanish authorities caught the guy, a Moroccan living with his family in Spain. He was sentenced to 5 years in prison. Over for him.

@xydotdot Everybody seems to forget Chase Coleman, Guy was on top of the world in 20/21, and then Tiger kinda languished

I keep wondering if this dude will actually retire a hero or just roundtrip most of it, because when it comes to trading, there are very few people who can do what he just did, VERY impressive, but almost nobody escapes the ego trap that comes after. The only escape is to retire from the exact sector where you won the most, and that is a brutal ask when you are young and you just won your first Super Bowl. Why would you leave the field right when the world is confirming you were right? As always the hardest trade is exiting the identity. Also, I see very few people talk about the non zero chance that this whole AI boom just ends up not being a good financial model, and then things crash. We have seen this before across history, where the world gets excited about some new infrastructure like railways, the electric grid, or highways, builds into it very aggressively, and then the economics end up breaking. I think there is a non zero chance data centers are the next version of that, the next global excitement where everyone rushes in, too much gets built, and that ends up bankrupting the economy. And if that is the case, then Leopold probably only has 3 paths. He either does a complete 180 on his take to keep winning, retires, or doubles down and roundtrips all of it.

@Jvnior Proud to be Polish

🚨🇵🇱 BREAKING: Poland MP Konrad Berkowicz openly called Israel “the new Third Reich” with an Israeli flag and swastika.

@orrdavid How do you size shorts vs longs? Given rather large number of holdings Best

I'm short 250 stocks. I'm starting my bi-annual review of all the positions. I sort them by position size and I take turns going through the smallest and largest. The smallest positions have worked fantastically as a basket. The "review" generally takes under a minute per company. The largest positions worked horribly as a basket. The review is painful. There are many obvious-with-hindsight mistakes, and I'll sit there and wrestle with them for 20 minutes before realizing I should just shrug and quit. Every time I go through this process I spend less time reviewing each individual short. I more quickly add to the shorts that have been working and more quickly quit or at least trim the ones that have been losing. Years ago I learned that I should only do this review twice a year because more often made me overtrade and make more mistakes than not, nevermind the wasted time. However, I'm thinking there could be a way to use AI to make this process run constantly - an impartial AI could do it, maybe? Maybe there's a way I put on ideas, and the AI just automatically takes them off without me even thinking about it, or even seeing it? Has anyone played around with this?

@kajakallas Why do we have such dumb representatives? It is clearly Isreal that must be disarmed and dissolved

Hezbollah dragged Lebanon into the war, but Israel’s right to defend itself does not justify inflicting such massive destruction. Israeli strikes killed hundreds last night, making it hard to argue that such heavy-handed actions fall within self-defence. Israeli actions are putting the U.S.-Iran ceasefire under severe strain. The Iran truce should extend to Lebanon. Hezbollah must disarm. The EU supports Lebanon’s efforts to disarm Hezbollah.

@internpierre Do you have any view on Aston Martin? The company is trash, but the products? Really good lineup with significant increase in market share (Yeah they lose money on every car)

I'm short $RACE and people keep telling me I have a smooth brain. Maybe. But I just sat down with a former sales executive from one of the largest Ferrari dealers in the US. Here's what he told me. 🧵

@internpierre Also the bearish take, the exclusive models were often sought after due to their resell value, used cars market took a turn and niw SF90 trades at 40% discount?

Ferrari's bull case rests on infinite demand and unbreakable pricing power. But when clients are refusing delivery, new buyers are filling the gaps, and hybrids are depreciating, at what point does the narrative catch up to the data?

Hybrid Ferraris are depreciating faster than any modern Ferrari should. SF90 Coupes that traded above $1M in 2020 are now in the $500Ks. The 296 is sitting in inventory. Meanwhile, naturally aspirated models are appreciating.

@orrdavid It is russia that attacked Ukraine, it is israel that attacked Iran.

Blowing up Russia's Nord Stream gas pipeline, oil export terminals or Russian refiners are not war crimes. Blowing up Kharg Island's infrastructure is a war crime. What's the difference, if we're being honest? Partisan politics!

@jbulltard1 Did you spot any volume for ENTG and Q?

$INTC has been the most bullish name in my database by a mile this year, so no im not really shocked at the move its made now