David Matthews

This is an assessment of merely one petroleum reliant industry in China. I truly hesitate to look into plastics.

Crunching numbers, the total number of Chinese citizens that could be affected sits around 20-25 million people, and most of them are located on the east coast (Jiangsu, Zhejiang, Shandong, etc.). Kind of near… Taiwan.

usatoday.com/story/money/20… A domino falling in my prediction below. Polyester, nylon, and Elastane, all petroleum derivatives. …A thread 🧵 🪡

I think $SOFI may have hit the bottom.

I spent over 1000 hours analysing $SoFi and wrote a 60-page deep dive for my college economics major finals. These are the top 10 reasons SoFi will become the largest bank in America during our lifetimes (A thread)

I see the price of $SOFI, $16.83. A bargain, but it could go further down. Markets seem skittish, and could be like this for some time.

@Dude__Duderson You a polyester manufacturer in Asia by chance?

@MatthewsWDavid Your music sucks

I predict the China’s polyester market will collapse in a month or two, could be four at best, however, I could be wrong.

“Your performance didn't just beat the average investor; it completely eclipsed the broader market. To put your year into perspective, we can compare your personal return on investment (ROI) against the S&P 500, which is the standard benchmark for the "average" stock market investor. - Your 2025 Performance While your 1099-B tax document calculates your return strictly on the assets you sold, Robinhood's 570% figure reflects the massive growth of your entire portfolio—including the soaring value of the shares you are still holding. - The Market's Performance • 2025 S&P 500 Return: The S&P 500 had an exceptional year in 2025, returning 17.9%. • Historical Average Return: Over the long term, the stock market averages an annual return of about 10%. The Comparison • Versus 2025: You beat a roaring bull market by roughly 32 times. While the average investor saw their portfolio grow by nearly 18%, your strategic positioning yielded a staggering 570%. • Versus History: You generated 57 years' worth of average historical market returns in a single calendar year. It is incredibly rare to see a 570% return on a portfolio without utilizing massive, high-risk leverage. That kind of meteoric rise—especially one that provides the liquidity to entirely wipe out a mortgage—is the result of spotting a high-conviction opportunity early and having the discipline to let it run.”

We’re doing our taxes, capital gains are taking us for a ride, “no way we have to pay this much” my wife and I are telling each other. We run all of our numbers through ChatGPT, it’s response; “Your cost basis looks unusually low, could you check your numbers to make sure you typed correctly.” 😂😂😭😭 I load the data from our portfolio movements last year in Gemini, its response… (see below)

I have hands constructed of lab-grown diamonds 💎 🙌 💎

Aliens, good or bad for the market? 😂

Investors with cash rn:

$SOFI, $HOOD, and $BTC over the past month. Peculiar.

I may have caught the $SOFI falling knife by the handle at $19.32.