twikroya

@SayNoToTrading Maybe some $FLY?

I’ve decided to liquidate $RKLB.

@SayNoToTrading I would follow you everyday of the week instead of following Ackman on his grifts. The guy’s a snake..

Just so you know, what Bill Ackman did today to pump Fannie Mae $FNMA and Freddie Mac $FMCC stock 1 day before quarter end, is the exact same thing he did 1 day before another quarter and year end.

@EYakoby @TradexWhisperer @TradexWhisperer you seriously reposting this dude?

It’s crazy how the US and Israel are striking thousands of targets across Iran. Iran hits a single target every three days and the panicans start posting how much of a disaster this operation is. It’s all a demoralization op.

@vestigialtech @FaytuksNetwork “Damaged, not destroyed” lol

@twikroya @FaytuksNetwork Damages not destroyed. Now compare the destruction done to Iran’s military industrial complex 😂😂

The Wall Street Journal reported that a Boeing E-3 Sentry, a key airborne early warning and control aircraft, was among U.S. planes damaged during an attack on Prince Sultan Air Base in Saudi Arabia.

@SayNoToTrading We have seen lots of friday reversal, though I don’t think Trump cares about market that much anymore. He knows he will lose the midterms now..

Ok, I think it’s about time for Trump to put out a pump tweet so market doesn’t close at the lows.

@aleabitoreddit Dude, just don’t become a furu

I've decided to keep Pandora's Box closed for a bit longer... There are too many national security implications that need to be figured out first! Going back to the comment section... it's pretty funny 90% of you are cheering for chaos?

@TradexWhisperer Holding $SNDK with covered calls.

$MU earnings after the bell. Holding, adding, or waiting for the print? What's your trigger to buy more?

@shoshinshu @taylo41845 @hodgetwins L take, just admit you are wrong. Are you still saying that US wasn’t behind this strike?

@taylo41845 @hodgetwins NY Times the gold standard in manipulation, what is your point ...

We bombed an elementary school and killed a bunch of kids Is that what you voted for? Wtf are we doing?

@Osint613 You are knowingly misquoting him, I wonder why? He is not saying ‘boycotters’ he says ‘isolationists’.

Senator Lindsey Graham: Israel, I am with you all the way. To all the antisemites and boycotters - I am not with you. I am with the people of Israel until the day I die.

@Zkusagiz Adult daycare aq

@CitronResearch @TradexWhisperer

Citron is Short $SNDK — They Don't Ring a Bell at the Top We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years. While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower. Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell. The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity. We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak. Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line. That bottleneck has an expiration date. With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call. Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/samsun…

@TradexWhisperer $MU vs $SNDK at these levels allocation?

$MU HBM? Not margin king anymore. DDR5, DDR6 & NAND have taken the crown and the full portfolio is now running the show. Bullish Margin Inversion 👇

@EylonALevy Beats yours tbh..

The Turkish foreign minister’s X banner looks suspiciously… imperial. 🤔

@SayNoToTrading Are you watching $RDDT or $HOOD here?

SaaS + B2B info services... today seems like a liquidation. $IT is not the equivalence of $SPGI, $MCO, $EFX, $GWRE. Yes, all have a little overlap but proprietary data and regulated services are reasonable moats. No, I don't care what Warren says about "Medicaid profiteering" re: credit reporting agencies and $FICO. Don't expect me to post on days like this. Busy. I told you I sold $SOXL yesterday and I think chips will underperform relative to SaaS soon.

@joecarlsonshow Cost basis?

I bought Meta stock. And will continue building it to a large position. There’s no rocket science behind it. I see low valuation, high growth, and a wide moat.

@SammyKoppelman @prestonstew_ @hntrbrkmedia @Ubiquiti If Preston didn’t bring it up, were you going to mention that you guys are short the $UI?

@prestonstew_ @hntrbrkmedia @Ubiquiti Thanks for having me on!

This American company is aiding the Russian war effort. Shocking new report by the team at @hntrbrkmedia about how @Ubiquiti distributors are knowingly bypassing US sanctions so they can sell dual-use technology to the Russian military.

@hntrbrkmedia @AlexTeha

BREAKING: Grizzly Affair — American tech company’s networking gear is powering Russian battlefield communications in Ukraine. The company is Ubiquiti, $UI, a $34 billion Wi-Fi giant whose founder became the youngest owner of an NBA Team in 2012.

@TheImmortal007 @goodworkmb @joecarlsonshow

every company is every company

@SayNoToTrading I will probably add 1000x shares this week.

Regarding the big fat $13.50 dividend from Progressive $PGR coming in a couple weeks: - The ex div date is January 2nd. - As such, I expect a climb in share price through year end is more likely than not. - Technically they call this their annual dividend, not special. This is in addition to their normal dividend. - Last year's was $4.50. - Why so large this year? Perhaps to boost share price which, perhaps is because C-suite compensation requires share price at certain level for 2025.