MTS Macro

7.2K posts

MTS Macro

MTS Macro

@MTS_Macro

Monitoring The Situation...stocks, politics, sports.

Los Angeles, CA Entrou em Mart 2018
338 Seguindo197 Seguidores
Tweet fixado
MTS Macro
MTS Macro@MTS_Macro·
“AI is becoming a two horse race…I wish there were a #China AI ETF so I could invest in the whole theme.” There is. It’s $BABA. When you buy Alibaba, you get: 1. A direct AI revenue stream growing 100%+ YoY for 9 straight quarters 2. A leading open source LLM in @Alibaba_Qwen 3. 36% ownership of Moonshot AI 4. ~30% ownership in MiniMax 5. A minority stake in Zhipu AI 6. A minority stake in Baichuan AI 7. A minority stake in Língyī Wànwù AI 8. Exposure to China’s largest cloud platform (@alibaba_cloud) powering the infrastructure behind all of these models above and many more (~35%+ cloud market share in China) And on top of all that, you get a retail and logistics giant actively embedding AI across its core commerce and fulfillment ecosystem. If you want broad exposure to #China AI, $BABA is the closest thing to owning the entire theme.
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nick (Big Wick Nick)
nick (Big Wick Nick)@ExitLiqCapital·
cant wait to see how the market reacts when china joins in ai companies going to zero once they invade taiwan
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Peter Linder
Peter Linder@RealPeterLinder·
Recently, I joked that 100% of your investments in the stock market should be in oil and gas stocks. Now I am serious; for the foreseeable future 100% of your investments should be in oil stocks. I suggest to move quickly towards this level. FYI, I am happily 100% in oil stocks.
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MTS Macro
MTS Macro@MTS_Macro·
@0xDamien If you mean special one-off missions then “ground invasion” would be massively bullish as it would signal our time in Iran is coming to a close
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Damien (hmu for cracked Devs)
Damien (hmu for cracked Devs)@0xDamien·
Even if we do get a ground invasion It doesn’t necessarily mean that the stock market will go down right?
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MTS Macro
MTS Macro@MTS_Macro·
@evrgn11112231 Cuz they’re losers who missed out on last years dip an will miss out on this year’s too
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Evergreen
Evergreen@evrgn11112231·
Why do so many of you seem to be begging for the market to crash? It’s weird.
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MTS Macro
MTS Macro@MTS_Macro·
@nealreclus Market is sleeping on the AI narrative here big time.
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Neal, CFA
Neal, CFA@nealreclus·
@MTS_Macro this is a no-brainer. don't sleep on a proven management team with a long-term outcome rather than quarterly results.
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MTS Macro
MTS Macro@MTS_Macro·
“AI is becoming a two horse race…I wish there were a #China AI ETF so I could invest in the whole theme.” There is. It’s $BABA. When you buy Alibaba, you get: 1. A direct AI revenue stream growing 100%+ YoY for 9 straight quarters 2. A leading open source LLM in @Alibaba_Qwen 3. 36% ownership of Moonshot AI 4. ~30% ownership in MiniMax 5. A minority stake in Zhipu AI 6. A minority stake in Baichuan AI 7. A minority stake in Língyī Wànwù AI 8. Exposure to China’s largest cloud platform (@alibaba_cloud) powering the infrastructure behind all of these models above and many more (~35%+ cloud market share in China) And on top of all that, you get a retail and logistics giant actively embedding AI across its core commerce and fulfillment ecosystem. If you want broad exposure to #China AI, $BABA is the closest thing to owning the entire theme.
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MTS Macro
MTS Macro@MTS_Macro·
@JasonrShuman Oh awesome then $BABA should be up huge rn on account of their premier LLM?
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Jason Shuman
Jason Shuman@JasonrShuman·
I met with the head of investment banking at one of the biggest names in IPOs He said the public markets only want three things right now 1. Large language models - OpenAI, Anthropic, etc. 2. Defense - Anduril, Saronic, etc. 3. Physical AI (robotics and vertical integrators) - SpaceX, Figure, Zipline, Dandy, Flock, etc.
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Ashton Invests
Ashton Invests@Ashton_1nvests·
What’s your biggest position right now?
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MTS Macro
MTS Macro@MTS_Macro·
@pmarca Large majority of Americans view AI unfavorably while the vast majority of Chinese view it favorably. Are you concerned about the cultural obstacles the US faces in AI adoption compared to China?
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Jim Cramer
Jim Cramer@jimcramer·
So why are the futures not down more? I think it is because there is a hopefulness that is dissipated by 4:00 a.m.
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legen 🚀🌕
legen 🚀🌕@legen_eth·
Market expecting pump in oil. Futures market open in 2 hours will probably be a dump.
legen 🚀🌕 tweet medialegen 🚀🌕 tweet media
legen 🚀🌕@legen_eth

This week will the an amazing week for trading. If Trump says there’s a deal with Iran. Oil will dump market will pump. I’ll be shorting the market and long oil. Betting the deal won’t last more than 24 hours. If Trump says there’s no deal with Iran. Oil will pump market will dump. I’ll be shorting oil and longing the market. Betting he’ll say we’re close to get a deal within less than 24 hours. This market never been easier to predict.

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MTS Macro
MTS Macro@MTS_Macro·
@WonkaBonka1111 @TrumpCoruptCoin @NoLimitGains Ground troops going in would be massively bullish as it would signal the end. The US has been clear we have no intention of long-term occupation. This isn’t Iraq 2.0. Any news of a special mission means that’s our punctuation on the war
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NoLimit
NoLimit@NoLimitGains·
🚨 Iran is now threatening to close the Bab el-Mandeb Strait. 12% of world trade passes through it.
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Trump Corruption
Trump Corruption@TrumpCoruptCoin·
@MTS_Macro @NoLimitGains Maybe because these "negative things" will impact the whole world > $oil above $150++ short term > recession in August
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Luc
Luc@investingluc·
You can get very very rich over the next 1-2 months. Chaos creates asymmetric opportunity. But you MUST wait for the fat pitch. Dont force it. It’ll just appear…always does. And when you see it, do not hesitate. So ignore the chop for now, just survive, and wait. It’s coming…
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MTS Macro
MTS Macro@MTS_Macro·
@Kuenni_SK @BourbonInsider I think so. Trump visiting China and signing a deal would be a massive deescalation in tensions. Trump also said Xi will be visiting the US later this year
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Varun Vasudeva, CFA
Varun Vasudeva, CFA@varunvasudeva23·
@BourbonInsider Buy it prop it up w Tepper and marathon he tweeted yesterday about oil and he’s long chinafaang marathon ceo
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