Arkham

@vanillaopinions Grok needs to determine if a person is stupid or smart and place the stupid people in a secret mirror twitter so they can’t harm anyone with their nonsense

this is literally the worst advice of all time

@realroseceline Alright man

@ArkhamInvests Thanks for the investment lesson

I’ll be honest, I didn’t sleep last night and I’m a bit irritable. I shared my $NOW buy because people keep asking what I’m buying or selling, and I wanted to oblige, not because I’m looking to debate or defend it. I’m not here to justify my thinking or argue over PE, SBC, EPS, FCF, GAAP or non GAAP, or whatever angle you want to take. I’ve been doing this for almost 20 years and I’m more than comfortable making decisions on my own. Investing isn’t a group activity. If your conviction depends on consensus or justification, you don’t have conviction, you have a vote. Markets don’t pay you for agreeing with the crowd, they pay you for being right when the crowd is wrong. Everyone wants to argue about a multiple or a quarter or whatever, but very few people actually think through a business over 5 to 10 years. Look at your own behavior. How many stocks have you held for a decade? What does your transaction history in your brokerage actually look like? Nothing against discussion, it’s just not how I invest. When I share a buy or sell, it’s simply that, sharing. Not an invitation to debate, convince, or relitigate the work I’ve already done. Going forward, I won’t be sharing my trades publicly. Not because I have anything to hide, but because this experience left a sour taste in my mouth. 🌹

@TheProfInvestor @aleabitoreddit Yes

@aleabitoreddit Anyone who full ports on any stock is dumb period. They should learn position sizing.

I have high conviction that majority/full port $IREN investors are the dumbest people you’ll meet in this world.

@__Con_ Should be at $200 minimum

@ArkhamInvests Fr Nio, baba, xpev, send all the China stocks

I still think the China thesis is playing out. $BABA might be the next stock in the thesis. Just finished its ABC wave lower (in a larger wave 4 retracement). It's time to send higher now. Soon...

This kind of stuff will make you want to chase... $AMD Weekly "Bull Trigger" then BOOM... + 25% Move Semis are so HOTT.

@LandoInvests @DeepValueBagger @daniel_koss I thought “bullying” was bad? Guess not

Glad I live rent free in your head. On the contrary, you’re proving the point I discussed with @DeepValueBagger and @daniel_koss Grow up

@Fickifacki123 @BlackPantherCap @daniel_koss I got blocked for saying his framing of using all time charts as a rationale for which investment is better today is ridiculous. I guess we only want echo chambers on this app

@BlackPantherCap @daniel_koss He is a serial blocker in this infantile $Iren vs $Nbis clown show. So i thought this was directed at him

Seriously. Stop. The $IREN vs $NBIS debate is getting embarrassing. A few things worth saying out loud: 1. A stock is not a religion. Marry a thesis, until it’s broken. Not a ticker. If you can’t separate your ego from a position you shouldn’t be managing money. 2. Blocking people over a stock discussion is a red flag. Not for the person who got blocked. For the person doing the blocking. It happened today to me from a ‘legend’ with a big following. That’s not investing. That’s insecurity in public. 3. Learn to read behavior, not just charts. How someone responds to pushback on their positions tells you everything. → Can’t handle disagreement? Real conviction welcomes pushback. Hope doesn’t.​​​​​​​​​​​​​​​​ A well-developed thesis can withstand pushback. You can explain why you own it, address the bear case, and still hold your position without getting emotional. → Attacks instead of engages? Emotionally reactive. → Blocks instead of responds? Not as confident as they appear. The market will humble every single one of us eventually. The investors who last are the ones who stay curious, not defensive. Study the person behind the post. It’ll save you from following the wrong people into the wrong trades. The ones who block, attack, and defend tickers like religions? 3 possibilities: → The thesis isn’t there yet. → Their brain hasn’t fully developed yet. → The emotional maturity isn’t there yet. Either way, not someone you want managing your money mindset. -BP Not financial advice.

@growthrapidly Unfortunately some people on this app spread misinformation about how ATMs work so people have missed out on free money buying in the 30s

$IREN is still trading at $50 despite massive AI/ data center demand. If this is not one of the best discounts on one of the best AI infrastructure companies in the world, I don't know what is.

@Sergeant991 @mind1nvestor It’s gonna moon on earnings again. It was only tanked by Iran stuff

@mind1nvestor yea idk about that, couple months ago people on X were saying $AMD will fill the gap at $150-160 but didn't happen and it the stock is flying now. I think the bottom is in for $ZETA at 14.50 area, that was the reversal zone. Earnings in 4 trading days.

$ZETA Most people are getting this wrong right now. Price has been moving in a 3 wave structure for the past 8 months, a clear sign of a corrective phase, not a real trend. This is where most investors lose money, they simply can’t wait. Patience is what separates positioning from guessing.

@DeepValueBagger @fin_anthro You could itemize your taxes and use those as deductions instead of standard tho

@fin_anthro There's a price on peace of mind. Plus interest rate, the way mortgage work, 90% is paid for the first few years.. so expenses will be $150k-$200K just on interests. I buy it to live, so if i feel i have good value, it's fine. I don't worry much about market price.

More to nice things, the reason I went aggressive on my investments is because I wanted to live a 2m+ waterfront house. I asked my wife, a realtor, to start booking tours. The purchase will be done in fully cash. I want that peace of mind not having a mortgage over my head esp with some of my concentrated positions. At some point I want to take easy and rotate some to index & chill. (I know many you guys here are expert geo-detectives so I have to be super careful about what I share - more to come)

@DeepValueBagger Why would you not want a mortgage if you get the interest rate to 4%~?

@jason334990 @na_option Because there are none

@na_option The entire conversation during the earnings call should have been around robotaxi and not future optimus and terafab talks. Literally no new details about the robotaxi rollout...

Company’s that hit ATH recently: • $AAPL • $AMZN • $NVDA Company’s that are nowhere near ATH • $TSLA

@MarcosMillaYT Lol at SpaceX

4 Stocks that have a high chance of reaching a $10 Trillion Valuation in the next 10 years… 1) NVIDIA $NVDA 2) SpaceX (IPO Pending) 3) OpenAI (IPO Pending) 4) Anthropic (IPO Pending)

@MrMikeInvesting IREN NBIS better

$CRWV will be one of those generational wealth making investment opportunities. Maintaining 167% YoY revenue growth, $3.6B in cash on hand, & a $6.3B contract signed by $NVDA you cannot be bullish enough. Nvidia even bought $2B of equity into $CRWV in January. $320-$360 by Early 2027. Mark it…

@therogueoracle @MindMathMoney @_HalalTrader_ Hmm you must love $NOW or $ADBE then

$MU If you understood the memory bottleneck, you'd see how ridiculous is a 5 fwd PE on Micron. Compare that to another cyclical $INTC that trades at 50+ fwd PE. A rerate to at least 15 will take $MU to $1500, not accounting for rising memory costs. SemiAnalysis is expecting DRAM and NAND prices to double or triple from here.

@MindMathMoney @therogueoracle @_HalalTrader_ The only psychology here is this other guy saying chart too high too fast therefore it’s done. You could have literally said the same with Nvidia

@therogueoracle @_HalalTrader_ @ArkhamInvests New ticker, same psychology.

@therogueoracle @_HalalTrader_ Short it then

@_HalalTrader_ @ArkhamInvests Ya got me bro, stocks go up forever, just buy the stocks that are up 7000% YTD, they’re going to mars

@TradexWhisperer Where was this when I needed it, now I am working double shifts at Wendy’s

$CAR The PINK candle told the story before it happened. Not after. Not during. Before. Your only regret? Not having a system this sound and this simple. Get 300+ charts daily. Try it free: patreon.com/posts/master-m…