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Polo

@hereispolo

Interested in stocks and many other things - On a quest for knowledge and understanding of the world - Common sense will prevail

Belgium Tham gia Mayıs 2016
349 Đang theo dõi196 Người theo dõi
Amock_
Amock_@Amockx2022·
BREAKING : Trump is exposed again 🍿 Trump at 2:15 PM 🇺🇸: Saudi Prince MBS is encouraging us to do a lot of thing with Iran. He is with us in the fight Saudi at 2:20 PM 🇸🇦: "Our leadership isn't encouraging Trump to prolong war against Iran" 😂 Honesty : 00%, Lies : 100% 😭
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The Long Investor
The Long Investor@TheLongInvest·
$OSCR is a Buy $HIMS is a Buy $SOFI is a Buy $SE is a Buy $NVO is a Buy $BABA is a Buy $BIDU is a Buy $GRAB is a Buy $ETH is a Buy Each and every one of these are Buy, Accumulate and Hold for Long Term.
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Venture Global
Venture Global@Venture_Global·
NEW: In the last month, the Venture Global team has successfully raised the roofs of our first two LNG storage tanks at CP2! We are so proud of our team for safely executing this milestone for the CP2 project.
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This Week in Startups
This Week in Startups@twistartups·
"I think the game of Bitcoin has ended." @Jason explains why he's betting deep six-figures on $TAO — and how Bittensor subnets actually work. Plus: @hustlefundvc on AI in venture, the Delve scandal, and @brick_data's energy savings 📷 New TWiST:
This Week in Startups@twistartups

“Everything has changed, and nothing has changed.” That’s how Hustle Fund general partner Elizabeth Yin described the impact of AI on her job as a venture capitalist. AI is also changing how founders hire and how much capital they need, Yin added. Unlike capital demand, the need for trust in the startup world isn't fading. Ceel founder Ryan Mahdavi joined the show to discuss accusations that rival compliance startup Delve was promising more than it could deliver. If you wanted a primer on how venture investors handle due diligence, this is the conversation for you. Next, Brick founder Seb Sheng joined to explain how his startup combines hardware and AI to reduce operating costs for buildings and data centers. Finally, LeadPoet founders Gavin Zaentz and Pranav Ramesh dialed in to explain their startup, which uses the Bittensor network to collect and validate leads for its customers. Jason wrapped the show by explaining his bet on Bittensor’s token, which he said runs deep into the six-figures. (cc: @jason @alex @dunkhippo33 @hustlefundvc @RyanMahdavi @pepeleplutus @PranavRame96294) 0:00 Intro 1:18 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at Plaud.ai/twist and use code TWIST for 10% off! 1:32 Jason got a new Plaud pin 3:45 Elizabeth Yin from Hustle Fund on how AI tools have changed her workflow 9:21 How founders use AI to learn how to suck less 10:34 Sentry - New users can get $240 in free credits when they go to sentry.io/twist and use the code TWIST 13:17 Ryan Mahdavi from Ceel joins to explain the Delve SOC 2 scandal 18:39 Is Silicon Valley's "bend the rules" culture at fault? 20:38 Red and pink flags, and how investors can spot potential fraud 21:41 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at LinkedIn.com/twist 23:45 How to not do securities fraud: a simple guide 26:50 Ryan asks: How did the company get through diligence? 31:03 Northwest Registered Agent — Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at northwestregisteredagent.com/twist 32:25 Were there early warning signs about issues with Delve? 33:26 On Delve's use of tactical donuts 36:55 What about the Delve board? If there is one? 45:24 Seb Sheng stops by to tell us about how Brick Data saves companies massively on energy costs 49:38 Who are Brick's customers and how much are they paying? 54:16 Lightning Round: A quick history of Brick 56:02 Why Jason is so bullish on $TAO 56:45 Ro.co: Ro's insurance checker will let you know if your coverage includes GLP-1s for FREE. Go to Ro.co/Twist for your free insurance check. 1:01:12 Gavin and Pranav from LeadPoet explain how to actually buy a subnet 1:06:35 How do LeadPoet's "miners" track down the best leads? 1:13:09 How Bittensor subnets map to traditional startup forms 1:17:15 How can agents build up authority if they can't get hired for their first job? 1:18:09 Jason pulls back the curtain on his $TAO bet 1:21:03 Jason: "I think the game of Bitcoin has ended…" 1:23:22 Why Jason likes to place a bet, then learn 1:24:16 The inherent risks in crypto investment 🎥 Watch the full episode here 👇

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Polo
Polo@hereispolo·
@Kross_Roads Do you think it’s a good entry ?
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Crossroads
Crossroads@Kross_Roads·
$HOOD Robinhood is down over 50% from its peak last year. It continues to follow the price action of crypto this year, yet as of last quarter, crypto makes up just over 10% of Robinhood's revenue. The stock got a bit ahead of itself at the $150+ range, but even if we have a prolonged winter and choppiness until after mid-terms, the sell-off on $HOOD seems overdone. Revenue is not going to fall off a cliff, and prediction markets are helping to fill that gap. @Kalshi volume (which Robinhood partners with) has only continued to increase. Robinhood noted they were at a $300m ARR (run rate, not recurring revenue) as of Q4, and many (including Robinhood) expect Predictions Markets are at the beginning of a super cycle. Later this year, the Rothera Prediction Market platform launches in partnership with Susquehanna. I haven't added to Robinhood. It's a top 2 position in my portfolio and I am overweight. But should this continue to fall, I'm going to have to look at adding some LEAPs to my shares.
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Polo
Polo@hereispolo·
@NoLimitGains Do you think sentiment may be starting to shift ?
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NoLimit
NoLimit@NoLimitGains·
The tweet below will change how you see everything. Just read it.
NoLimit@NoLimitGains

Read this slowly. Nobody is telling you the real function of a market crash. The consensus view is that volatility represents a market failure. But it doesn’t. In reality, it’s a feature designed for liquidity extraction. The fundamental paradigm of how fortunes are made is about exploiting panic. The truth? Every major drawdown, from the 57% crash in 2008 to the 34% drop in march 2020, was an engineered transfer of equity. Capital moved from reactive weak hands to disciplined institutional strong hands. Institutions have a luxury retail doesn't: Solvency. They aren't trading with rent money, so they don't have a ruin point on a standard correction. This liquidity buffer eliminates the emotional urge to capitulate. Here’s the mechanism they exploit every single time: 1. THE BIOLOGICAL FLAW Your brain is wired to fail in markets. When panic hits, your Amygdala screams "preserve capital," forcing you to sell at the exact moment risk premiums are most attractive. You crystallize losses at the bottom. 2. THE INSTITUTIONAL COUNTER-PARTY The big desks don't rely on sentiment, they use valuation models. When you panic sell, you are desperate for liquidity. They step in and provide it, absorbing your assets at deep discounts. 3. THE LAG TRAP Retail investors sit in cash waiting for the news to confirm it's safe. By the time the macro data looks good, the smart money has already driven the price up 30%. The optimal entry point has passed. If you’re waiting for an all clear signal from the media, you’re already too late. I’ve been tracking how the real money moves for the last 20 years. Price action lies, but order flow doesn't. The signal is in the dark pools and options gamma. Maximum fear + Institutional buying = the bottom. Don't overthink it. Just take the other side. BUT HERE’S THE THING… As of right now, the opposite is happening. Institutional traders (insiders) are selling everything at record levels, while retail investors think everything will do a 100x from here. I’ve been telling you for weeks, but I think a major correction is coming in the next few months. This market is being artificially sustained. When it finally breaks, it won't be a small correction, because we’re simply delaying the inevitable. As always, I promise to share all my moves publicly. I have an incredible track record and rarely miss. When I start deploying significant capital again because I believe the market has bottomed, I will share it here for everyone to see. Many people will regret not following me sooner.

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Polo
Polo@hereispolo·
@johnkrichards He should be FIRED. Thank you for your attention to this matter.
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John K Richards
John K Richards@johnkrichards·
$VG Venture Global Morgan Stanley along with employee Devin McDermott Just Got Exposed for Fake Research on $VG The same analyst Devin McDermott at Morgan Stanley: Feb 24, 2026 (less than a month ago): Initiates coverage with Underweight rating + $8 price target (basically “sell this”) March 23, 2026 (today — 27 days later): Flips to Overweight rating + $22 price target That’s a 175% jump in his own price target in under 30 days. Meanwhile $VG is already up 130%+ YTD, trading around $16, with gigantic volume and shorts getting absolutely obliterated. This isn’t “updating the model” or “new information.” This is textbook fake research — dead wrong, then frantically changing the story after the stock already rallied and proved them clueless. Morgan Stanley’s credibility on Venture Global is now zero. They initiated bearish right before the real move and are now pretending they were bullish all along. Shorts who actually listened to this garbage are down hundreds of millions and counting. $VG heading straight to the $25 IPO price and then to RF target $62.50. The squeeze isn’t over — it’s accelerating. will know more tuesday after the close richardsfinancial.biz Best Fortunes in 2026 JKR stay far away from employees with NO SKIN IN THE GAME
John K Richards@johnkrichards

$VG Venture Global Morgan Stanley employee recommends you sell VG. His target is $8.00. The stock is trading over $9.25. So essentially he recommends you short the stock. What kind of twisted catalyst can he possibly gin up to short VG? target $62.50 confirmation Monday richardsfinancial.biz below MS employee Devin McDermott, recommends shorting VG. His target is $8.00

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Polo
Polo@hereispolo·
@tigster92 @KrisPatel99 I meant that with regards to « pausing the missile program for 5 years »
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Nick A
Nick A@tigster92·
@hereispolo @KrisPatel99 If nobody believes it then why is the market up...? What a crazy contradiction from reality lol
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Polo
Polo@hereispolo·
@MarioNawfal Do you really think Iran would do that after what just happened ? This War was lost from Day 1
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🚨🇮🇷🇮🇱 BREAKING: Israel's Channel 12 is reporting that Iran has agreed to freeze its missile program for 5 years as part of emerging talks. If true, that's not a ceasefire. That's a restructuring of the entire Middle East security architecture. Single source. Unverified. But the kind of headline that, if it holds, changes everything. CGTN
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Mario Nawfal@MarioNawfal

🚨🇺🇸🇮🇷 BREAKING: Reports claim that the U.S. wants the Iran war wrapped up by April 9. Iran's official just told Al Jazeera: "Trump does not have the authority to set conditions or deadlines." Let's see who makes the final call. I have a feeling it won't be Iran Source: ynet

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Mr. Crypto Whale 🐋
Mr. Crypto Whale 🐋@Mrcryptoxwhale·
🚨 RAY DALIO WARNING: “WE’RE DEEP INTO BUBBLE TERRITORY — ABOUT 80% OF THE WAY THERE.” IT’S THAT FINAL 20% WHERE LOGIC DISAPPEARS AND CHAOS TAKES OVER
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Polo
Polo@hereispolo·
@NoLimitGains When is « maximum dispair » hitting according to you ? 😅
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NoLimit
NoLimit@NoLimitGains·
🚨 Americans can’t afford their mortgages This brings back memories.
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Polo
Polo@hereispolo·
@grok @SayNoToTrading It’s naturally about the post I’m commenting, what the f is wrong with you lately ?
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Grok
Grok@grok·
@hereispolo @SayNoToTrading I'm not sure which "he" or specific legal ruling you're asking about—could you share a link to the post, video, or conversation where it's mentioned? That'll help me pinpoint and explain it accurately.
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Say No To Trading
Say No To Trading@SayNoToTrading·
You know I’ve been consistently bearish to neutral on $META above $600 as long as I’ve been on X. Especially at $650ish. I get criticism every time I say it. I still think $540-550s is a more prudent level to wait for, especially with pending court verdict. $550 could be more of a ceiling, not a bottom, if an adverse ruling that’s nasty. That said, I know my assumed probabilities may be wrong, so this is in case I am. Remember my original 300 shares are at $105, plus an add of 50 late last year in $590s. So this brings my $META stock to 400. Actually I think $APP here is better/safer vs. Meta but you already know I got those 150 at $368 a few weeks ago.
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Grok
Grok@grok·
Tomorrow (March 21, 2026) is a Saturday with observances like World Down Syndrome Day, World Poetry Day, International Day for the Elimination of Racial Discrimination, and Nowruz (Persian New Year/Spring). Economically: ECB's Cipollone speaks at 4:30 AM ET; Fed Chair Powell speaks at 1:30 PM ET. No major White House press conference or big global event scheduled—Trump's at Mar-a-Lago with executive time. Keep an eye on news for updates! What sparked the question?
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
Tesla's Terafab chip manufacturing project launches tomorrow. Elon previously on advanced chip supply: "Even when we look at the best case output of all our key suppliers, it's not enough. In order to remove the probable constraint in 3-4 years, we'll have to build a very big fab, domestically. I know fabs are hard, but we do a lot of hard things." (Tesla's AI5 chip pictured below)
Sawyer Merritt tweet media
Elon Musk@elonmusk

Terafab Project launches in 7 days

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Grok
Grok@grok·
Interesting flow on those TSLA 380 May 1 '26 puts—$33.8M notional across 5 golden sweeps with 6,767% Vol/OI is rare. Stock closed ~$378 yesterday (slightly ITM for the put). Could be aggressive hedging, portfolio protection, or a directional downside bet ahead of April earnings. Either way, someone’s putting real skin in the game.
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Paper Gains
Paper Gains@PaperGainsInc·
Saw this gem yesterday. Thought it’d be a nice little something to get you going early. $33.8M in $TSLA puts went out towards the close across 5 back to back golden sweeps. $380 strike 05/01/202 Expy The contract clocked an impressive 6,767% Vol/OI on the day. Golden sweep = filled at the ask. No haggling. Vol/OI measures that days volume against total open interest. Normal flow runs 10–30%. 500%+ you start paying attention. 1,000%+ someone’s making a bet.
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Polo
Polo@hereispolo·
Saw this gem yesterday. Thought it’d be a nice little something to get you going early. $33.8M in $TSLA puts went out towards the close across 5 back to back golden sweeps. $380 strike 05/01/202 Expy The contract clocked an impressive 6,767% Vol/OI on the day. Golden sweep = filled at the ask. No haggling. Vol/OI measures that days volume against total open interest. Normal flow runs 10–30%. 500%+ you start paying attention. 1,000%+ someone’s making a bet.
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Grok
Grok@grok·
@hereispolo @PaperGainsInc Sure, happy to simplify! But what’s “it”? Drop the original text, image, or context you’re referring to, and I’ll break it down plainly.
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NoLimit
NoLimit@NoLimitGains·
🚨 Added CORN to my portfolio Everyone’s talking about oil. Nobody’s talking about food. Higher fuel costs hit farming and fertilizer prices are moving (we already hold NTR). Grain exports are getting disrupted. Corn goes into feed, fuel and food production. Remember what happened in 2022 during the Russia/Ukraine conflict? The options flow on CORN has been extremely aggressive. Big money buying calls at the 25 strike expiring August 2026. A third of US corn production goes into ethanol. Ethanol is blended into every gallon of gas you pump. Regular gas is already 10% ethanol. When oil gets expensive, demand for ethanol goes up. Corn follows. Gas is up 27% since Feb 28. Farm groups are now pushing Congress to approve year-round E15 sales, 15% ethanol blended fuel instead of 10%. Anyway, I like the setup here. Not a call. Just sharing my positioning.​​​​​​​​​​​​​​​​ For those who don’t already know, I share all my moves here publicly. The market moves fast so my posts are very time-sensitive. Turn on notifications so you don’t miss anything, this is important.
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