@SeemoreKlearlee @RnaudBertrand dude i own US, Dutch and indian passports, you can search my past comments too mentioning this, go troll someone else
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RipVanWinkle
3K posts
RipVanWinkle
@twplsource
AI, geopolitics
Catskill, NY เข้าร่วม Temmuz 2018
492 กำลังติดตาม102 ผู้ติดตาม
@twplsource @RnaudBertrand Tell me you don't own a passport without telling me you don't own a passport
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I'll say it again: China doing their visa-free policy is the most underrated strategic decision they made in recent years.
Decades of Western propaganda painting the country as a dystopian hellscape, undone by people simply going there and using their own eyes.
And now China is on track to become the most visited country in the world 👇
The Japan Times@japantimes
China is now on track to become the world's top tourism economy in the next few years as a sharp drop in foreign visits sets the U.S. back. ebx.sh/9l634H
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@DavidLiptonWI @Bluebearmonkey @dolores_capital @joinyellowbrick @AswathDamodaran @hutontiber they are not letting a crisis happen bro, even ppl like Lyn Alden contend they can kick the can down the road for a very long time
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@twplsource @Bluebearmonkey @dolores_capital @joinyellowbrick @AswathDamodaran @hutontiber Nothing can force political action like a crisis. For a few weeks in March 2020; 98% of senate republicans voted for universal basic income, for example
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A hilarious misunderstanding of both things.
1) Roaring Kitty’s initial work on $GME was legit. It turned into a meme later
2) Believing that Serenity’s picks are (mostly) anything other than wildly speculative picks in a wildly speculative theme is ridiculous
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@RnaudBertrand oh … an american can’t do US - China - US but a dutch can do NL - China- NL … hmm
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@twplsource For many nationalities you don't need a visa to visit China. You just show up.
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@DavidLiptonWI @Bluebearmonkey @dolores_capital @joinyellowbrick @AswathDamodaran @hutontiber it’s not so simple bro - long end’s market expectations can constrain or influence where the Fed takes short rates next. as long as boomers are alive (2040s), i don’t see why reforms will happen.
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@twplsource @Bluebearmonkey @dolores_capital @joinyellowbrick @AswathDamodaran @hutontiber No, not really. The Fed can always control the short tail of the treasury market and the U.S. fiscal situation is really easy to solve without adverse macroeconomic effects - you just need to cut social security and Medicare benefits to rich people; it just needs a crisis.
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@dolores_capital @Bluebearmonkey @DavidLiptonWI @joinyellowbrick @AswathDamodaran @hutontiber lol sorry, mute it
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@Bluebearmonkey @DavidLiptonWI @twplsource @joinyellowbrick @AswathDamodaran @hutontiber lol this started as a thread about a few stocks LOL
can i unsubscribe now???
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@DavidLiptonWI @Bluebearmonkey @dolores_capital @joinyellowbrick @AswathDamodaran @hutontiber bro, for real, does Hank Paulson’s comments also not put doubt in ur mind about US
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@Bluebearmonkey @dolores_capital @twplsource @joinyellowbrick @AswathDamodaran @hutontiber Which one of these was the most embarrassing L to China this week to a group of “wypipo who can’t do mafs”?
Special Providence Poster (GDP Stan)@DavidLiptonWI
@Bluebearmonkey @twplsource @dolores_capital @joinyellowbrick @AswathDamodaran @hutontiber Hey quick, what was China’s most embarrassing moment this week 1) having a Chinese ship successfully blockaded by centcom 2) losing Indonesia and another choke point (Malacca) to the U.S. 3) total semiconductor manufacturing L on lithography 4) the Philippines riding J. Helberg?
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@aleabitoreddit @Interestingna11 what u do is scary man … it’s alchemy … nobody not even Buffett has done this … you would be declared a witch in olden times
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Thanks for the positive comment! I made this account so I can just share my ideas for free and I get fulfillment if it helps others.
I would understand the resentment if my ideas didn't turn out right...
But if they go up 100-500%+, shouldn't retail investors be celebrating instead of downplaying it or going after personal attacks?
That's what makes me genuinely confused.
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Glad to hear it!
I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD?
1. $AXTI
2. $AAOI
3. $SIVEF
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
Not including others like $TSEM that are about to hit triple digit returns too in a month.
The amount of hate people like myself get for posting free ideas over the internet is pretty insane TBH.
Starting to make sense why people just set up $20,000 paywalls and sell info to Western institutions instead of helping out salty retail investors (especially over in Europe).
But helps me keep motivated to keep posting with these positive comments.
Jason@Nangjayson
@aleabitoreddit I basically skipped over the March Iran-war market drop while staying heavily exposed to stocks, and still ended up gaining thanks to your picks. Portfolio is up 3x YTD and I’m just some random retail guy from Canada, so I can only imagine how many others you’ve helped. Thank you
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@DavidLiptonWI @Bluebearmonkey @dolores_capital @joinyellowbrick @AswathDamodaran @hutontiber @Bluebearmonkey say what u want, but u must appreciate this guys persistence
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@Bluebearmonkey @dolores_capital @twplsource @joinyellowbrick @AswathDamodaran @hutontiber No one is able to replicate US manufacturing’s innovation, depth, or scale. Not now. Not ever
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Intel is so fucking back
Long road ahead but @LipBuTan1 is the man for the job
He is making many long term principled decisions
Despite my long term optimism, I believe numbers won't be great in the short term because the PC market getting nuked from memory prices + MacBook Neo
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@zizonchain @MoodyWriter13 i can tell u one thing, Moody is wrong about block, AI didn’t enable block to cut 40%, Jack made very bad investment during covid buying a company & overhired & so cut, otherwise u wud see AI productivity spike in balance sheets, its not there. ppl in SV know this
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@zizonchain @MoodyWriter13 so Moody is the real guy to follow ? is that what u r saying, im now confused
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😂 I don’t know what to say about that
yazan@zizonchain
The story of $SIVE is INSANE. If you participated or not, it’s worth knowing about these 2 accounts. Before it soared up 400%, @MoodyWriter13 researched the company and told @aleabitoreddit about it in the comments. Then both of them bought at a $140M market cap and told us all about it. This is part 2/2. The complete video. pls enjoy
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@hutontiber @JuneGoh_Sparta @ericnuttall @Rory_Johnston but don’t you think they can keep manipulating this for a long long time ? atleast till the midterms and even until Trump’s presidency, as Citrini is now saying
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@twplsource @JuneGoh_Sparta @ericnuttall @Rory_Johnston Don't be pessimistic, just be in the flow of things. Learn to benefit from Human folly. So if you know they're going to prop up the stock market during the war, the natural thing to do is buy the S&P, or more specifically the largest weighted caps in the S&P.
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Energy crisis...what energy crisis?!? Markets are at all-time highs and meme stocks are back! What are these energy guys on Twitter talking about???
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@hutontiber @JuneGoh_Sparta @ericnuttall @Rory_Johnston learning i think is one should be diversified … i became too pessimistic reading so much and missed the stocks going up
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@twplsource @JuneGoh_Sparta @ericnuttall @Rory_Johnston If you feel uncomfortable, sit back and get your bearings. However don't be fooled. The war is not over, and manipulation of market prices is not a reflection of real world conditions. The world is an energy crisis and supplies are constrained.
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@dolores_capital @joinyellowbrick @AswathDamodaran i think you are wrong about China, check out @hutontiber and @Bluebearmonkey … also i’m not sure about long term tailwinds for US … our economy is already K shaped, half the people are definitely worse off and already experiencing stagflation
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i'm just trying to do the best i can here...
u.s. treasuries is still the best we've got. are you going to buy japanese/chinese/european bonds instead of u.s. treasuries?
the long term tailwind still favor the usa - we have skilled immigration (for now), a lot of natural resources, the best open economy unlike europe/china.
all the innovation is still coming out of the usa - by venture funding and unicorn/decacorn tech startups.
u.s. treasuries is the last thing we need to worry about.
worst case we print money to buy our own treasuries...
and pass on a bit more inflation to everyone.
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@dolores_capital @joinyellowbrick @AswathDamodaran ok this makes me have confidence in what you are saying, many ppl are not able to keep those two realities together in mind. ok both sides. Will follow you more closely for recommendations
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@twplsource @joinyellowbrick @AswathDamodaran i just saw this. america is already broke. we are just going to inflate out of this problem and idk.
why does it matter for trading stocks now?
this has been a 20 year problem and america is still in a much better spot than japan china europe really anywhere else
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@twplsource @joinyellowbrick @AswathDamodaran good question. i'm looking for the next ai bottlenecks but it's extremely hard to find anything that looks "cheap".
i just take it day by day and see what the options market tell me and watch price action.
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@dolores_capital @joinyellowbrick @AswathDamodaran hmm … which stocks are you buying now ? given u said it’s time to sell photonics
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@twplsource @joinyellowbrick @AswathDamodaran every micro dip is being bought...for now.
don't worry about the dooms day stuff.
try to buy stocks going up.
keep it simple silly :)
also i'm american so less energy shock for me relatively speaking.
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