mediocrebuysideanalyst

Top 5 tweet of all time

Ha it’s unbelievable. “War is over maybe other things can rally”?? Kioxia +6, Rohm +7, Renesas +8… Nintendo -3 LOL

@macro_punting Long erz6?

Feast or famine for me 🤣

@ChillTrades Ha it would be hilarious if the trade out of this was arm +50 again

@volisdead they gotta rotate out of semis at least a little to buy everything else right?

I’m such a pod monkey pm that I don’t know whether I make or lose money on Tuesday when I get back into the office if the war is over

Ok late night bill ackman-esque rant done

That doesn’t mean our current system is perfect. But to ban legal immigration is uniformly worse. Inequality can be fixed with other means, ensuring a shared cultural fabric can be ensured with other means. I’d rather have immigrants than be irrelevant in 50 years (see Europe).

One thing I don’t particularly understand about this nativist/anti-all forms of immigration community is why they don’t support a much higher tax rate on the wealthy. If the anti-legal immigration argument is that we’re bringing in wage slaves from third world, who benefits?

Will there ever be another America again?

Thinking about trying a GLP-1, what’s the best way to get started? 5’10 180 would like to lose 20 lbs and just try to see if this is a miracle drug. Figure no insurance coverage since I’m not obese. @TMTLongShort you seem to be knowledgeable in this

@Arya__Deniz Not saying there haven’t been better or worse times to be long risk in the last 3m… but there’s a bit too much money involved now to be extremely panicky here.

@Arya__Deniz Eh, don’t be a panican. They gotta get these IPOs done before you can be a panican

Real kings would’ve sold him Codes

@pernasresearch Think XLE or OIH is a better diversified

Not having any SaaS in your portfolio is a big mistake. There is no better diversifier in this market.