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Sacchit

@worksonmine

23 | doing a little @try_soma | prev hci + ai @georgiatech | 6 fig trader | ex national tennis player (now UTR 9)

sf Katılım Haziran 2025
150 Takip Edilen99 Takipçiler
samurai
samurai@Samurai__Stock·
What is a stock you wish you never bought?
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Sacchit
Sacchit@worksonmine·
@oguzerkan acc thinking of rotating out of $META lol
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Oguz Erkan
Oguz Erkan@oguzerkan·
$META trading at 18x forward earnings while growing +20% YoY… What’s the bear thesis here? Really?
Oguz Erkan tweet media
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Sacchit
Sacchit@worksonmine·
@kylekuzma wtf i had to make sure it was the right account tweeing it LMAO
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Sacchit
Sacchit@worksonmine·
suns out, windows open, blasting crunks set on the tv, laptops out judging for jachacks. flow state?
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Miranda Nover
Miranda Nover@mirandanover·
if being in the sun is so bad for you why does it feel amazing?
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ponita ty
ponita ty@PonitaTy·
thinking of couch surfing people’s places in sf for a month. as someone who’s building, what can I get out of sf? is it worth it?
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Divya Saini
Divya Saini@dibbaa_code·
looks like everyone in sf is going to watch 3 idiots today!!
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Sacchit
Sacchit@worksonmine·
so many positions to open not enough cap to deploy
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Sacchit
Sacchit@worksonmine·
everything you do is driven by luck more than you think right place, right time sounds like a cliche until you actually look at it. people who graduated pre-covid walked into insane compensation packages without even a formal interview process. went to a decent school? here's 200k. the market was just open like that. same person, same skills, graduating two years later, completely different story a lot of the millionaires made in the last few years didn't do anything particularly extraordinary. they joined the right company at the right time, collected their RSUs, and watched stock appreciation do the work. same hours as everyone else. in some cases, not even working on anything groundbreaking. just timing my friend yday told me if he hadn't gotten his internship in 2023, he'd probably be unemployed right now. so he asked his manager why they even interviewed him. turns out his manager was given 400 resumes to scroll through on his ipad on a flight. 400, after a recruiter had already filtered some out. from those 400 he picked 4 to interview. my friend interviewed well, got the job, and his stock has since appreciated 100% another friend. no internships through four years of college. graduated and had nothing for five months. then got two big tech offers, picked one, and his stock has appreciated 150% same effort. different timing. wildly different outcomes it's the same with any domain, let's say investing. all these experts who act like they know what's going to happen, they don't. you can spend an entire week researching a company, reading everything, understanding the business inside out, and it still doesn't mean anything. someone wakes up and decides to drop a fucking bomb or a CEO gets taken out and that stock is fucked. and so is your money but in a way this is calming. knowing that you don't completely control what happens to you takes some of the weight off. because if everything depended entirely on how you acted, that would be terrifying. the pressure of that would be unbearable you still have to manufacture luck. you do that by working hard, showing up, putting yourself in position. but once you've done that, the outcome isn't fully yours to carry. and there's something genuinely relieving about that focus on the process. let go of the result. not everything is as deep as we make it
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richard
richard@richardzphotoz·
Tennis in SF is unmatched. Side note looking for ppl to hit with (former UTR 7)
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7s
7s@sigildealer·
fake busy niggas are the worst nigga u work at verizon and get home to play rocket league the fuck u not answering text for
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Sacchit
Sacchit@worksonmine·
one thing i’ve realized is that “adult” life makes every interaction feel scheduled and optimized like i have time from now until then, and somehow that’s supposed to line up perfectly with another person’s calendar too yesterday wasn’t like that met a friend for lunch i hadn’t seen since halloween 2024 and we somehow ended up spending the entire day together without planning any of it. there was no sense of urgency at all lunch to a park to a cafe to another park to my apartment to dinner no clock watching. no “i should probably head out soon.” just letting the day unfold however it wanted to felt so refreshing to experience that, especially after how busy life has been lately made me realize how much i miss being carefree enough to just do whatever the fuck i wanted without having to think twice about anything else
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jess yin
jess yin@itsjessyin·
codex app is so good i am no longer a terminal girl
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Sacchit
Sacchit@worksonmine·
@MirageWL8 hmm both matter, but i do agree with you. if im working with 100k, im less likely to deploy in bottlenecks as compared to putting 10k in a bottleneck. was explaining something similar to my sister that my YTD% on one account doesnt matter bc im working w bigger capital
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Mirage
Mirage@MirageWL8·
Uhh, I think what actually matters is absolute dollars. A 2x on $500k is $1M And a 10x on $100k is $1M The difference is in dollar amount risked in speculative assets. Most people wouldn’t go all in speculation so absolute dollars absolutely matters. Managing $100k is vastly different than managing $1M which is vastly different than managing $50M which is vastly different than managing $1B Also need to consider that a lot of these small market caps don’t really have liquidity to get a multibagger on big accounts unless you’re basically trying to buy the company Hard disagree here
Serenity@aleabitoreddit

I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe. Do you remember these thesis anon? 1. $AXTI 2. $SIVE 3. $AAOI 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK 24. $NBIS 25. $MU They're all up 100-1000%+, because... 1. I post a thesis. 2. People can see how the stock performs months later. 3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns. I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets. Then use that to get more by selling expensive subscriptions rather than through market returns. So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages. TLDR: Market returns in terms of percentages matter the most to validate a thesis. Not the dollar amount made.

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Sacchit
Sacchit@worksonmine·
some good italian sandos
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Sacchit
Sacchit@worksonmine·
@stocktalkweekly tailed u on amkr & vln, missed out on viav. but i believe in it so bought in the recent dip rn
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Stock Talk
Stock Talk@stocktalkweekly·
The top 10 contributing stocks (on a dollar basis) to our +4,000% portfolio return over 29 months: - $VIAV @ $13.58 - $OSS @ $4.71 - ethereum:0xc18360217d8f7ab5e7c516566761ea12ce7f9d72 @ $112.87 - $AMKR @ $24.35 - $IRDM calls @ $20 - $VLN @ $1.57 - $BLDP calls @ $4 - $VPG @ $53.16 - $NBIS @ $23.92 - $SYNA @ $85.78
Stock Talk@stocktalkweekly

At the beginning of 2024, I started sharing my portfolio transparently with thousands of subscribers. Every live entry, exit, weighting, and thesis. Today, total portfolio return crossed +4,000% Stock Talk Portfolio +4,029.68% vs. +57.08% for the S&P-500 over the same period.

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