@1amInvesting Avatar @1amInvesting Tom Szczypka

Tom Szczypka posts on X about this is, in the, stocks, ai the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 38.94% stocks 27.43% technology brands 27.43% countries 14.16% celebrities 7.96% automotive brands 7.08% currencies 5.31% travel destinations 1.77% financial services 1.77% social networks 1.77%

Social topic influence this is 14.16%, in the 14.16%, stocks 13.27%, ai 7.96%, xiaomi #1121, $1810hk #1125, the most 7.08%, if you 6.19%, baba #2557, the world 5.31%

Top accounts mentioned or mentioned by @kobeissiletter @ajbutton2 @peragitotrader @wingedbean1 @elonmusk @compoundingirl @daleamericaqqq @mayhem4markets @valuedrift @davidinglestv @raydalio @zerohedge @sixsigmacapital @joecarlsonshow @michaeljburry @inves2grow @mrderivatives @thelonginvest @peterschiff @degausser72

Top assets mentioned Robinhood Markets, Inc. (HOOD) Alibaba Group (BABA) Goldman Sachs (GS) Applied Materials, Inc. (AMAT) Enbridge, Inc (ENB) Mastercard, Inc. (MA) Abbott Laboratories (ABT)

Top Social Posts

Top posts by engagements in the last [--] hours

"@KobeissiLetter This is another way of saying investors are wary about US politics and division. A global flagship nation should not be this volatile the lack of bilateral agreement is not good. If the dems win TSLA and PLTR may get smashed and AI stocks may get taxed to death"
X Link 2026-02-05T03:07Z [---] followers, [---] engagements

"You know you're good when you're the standard of comparison well after your prime. Let's talk trash about a 70-80-year-old man who has had average returns during a tech boom era. I can guarantee in 20-30 years no one will be comparing themselves to Chamath he's not relevant historically"
X Link 2026-02-14T20:04Z [---] followers, [----] engagements

"There's really no need to ever catch a falling knife on the way down uptrends can be 50-1000% if you're a bit late it really doens't matter. If you're too early. it can hurt a lot. Ferrari http://x.com/i/article/2022783728683036672 http://x.com/i/article/2022783728683036672"
X Link 2026-02-14T22:57Z [---] followers, [---] engagements

"@Mr_Derivatives All of these payment companies are in a bear market same with #XYZ and #GPN Odd that this isnt true for visa Mastercard or Amex"
X Link 2025-12-30T15:20Z [---] followers, [----] engagements

"In this case #DXCM should not be owned (Sunny) was purchased too early. #NVO #ODFL #ACN #DHR #ON #POOL #WTKWY #CNR.TO #000858.SZ are all good longs. Can add #MELI #0883.HK #XIAOMI #ALGN #ANTA instead or even #BABA #TENCENT http://2382.HK http://2382.HK"
X Link 2026-01-05T22:09Z [---] followers, [---] engagements

"This should do it margin pressure will be significantly lower + the market will now be stable with 45% #BABA 45% and 10% #JD Without additional subcity it will be nearly impossible for anyone to gain market share. This is the likely equilibrium now http://3690.HK $BABA $JD $MPNGY : Hong Kong Stock Movement Investigating Internal Competition Food Delivery Platform Stocks Surge Collectively with Meituan Up Over 7% and Alibaba Nearly 5% Higher https://t.co/Qj4RsM85dW http://3690.HK $BABA $JD $MPNGY : Hong Kong Stock Movement Investigating Internal Competition Food Delivery Platform Stocks Surge"
X Link 2026-01-12T04:44Z [---] followers, [----] engagements

"Fuyao Glass Welcome to the exciting world of glass Fuyao is #1 in the world for automotive glass (windshields side windows) This part of the supply chain is impossible to replace on a cost-efficiency basis Enormous upside dividend covered easily. Incredible growth at 18% grows as fast as some US techs but at half the valuation Should be a part of everyone's portfolio. http://600660.SS http://600660.SS http://600660.SS http://600660.SS"
X Link 2026-01-14T13:17Z [---] followers, [---] engagements

"#ABT Abbott Laboratories Clear downtrend underway even though upside potential wait it out These streaks can drag long per my backtest patterns. Wait for the reversal signal for a better entry"
X Link 2026-01-22T11:51Z [---] followers, [---] engagements

"#UPS United Parcel Service Inc. This is a wonderful example of why valuations matter. UPS had an insane melt up followed by a really long ugly false hope melt down lasting [--] and a half years Pure technical traders likely got annihilated here (unless you were shorting the downtrend then you're a boss); However UPS bounced off the Buffett Value and is now in a clear uptrend. This is a perfect example of when you should sell calls after earnings a fully valued stock on an uptrend with abnormally high IV In this case sell calls below the stock price as you WANT to liquidate the position and move"
X Link 2026-01-27T00:33Z [---] followers, [---] engagements

"@DavidInglesTV That's odd what's the reasoning for this Surely the event cannot be as catastrophic as the above"
X Link 2026-01-28T05:39Z [---] followers, [----] engagements

"@KobeissiLetter This is the largest FOMO I've ever seen. I suspect every asset manager is getting phone calls from clients asking how much silver and gold they have in the portfolio. The managers are scrambling to make portfolios look shiny after the melt-up"
X Link 2026-01-30T04:27Z [---] followers, [----] engagements

"@KobeissiLetter South Korean market went up 100% in [----]. [--] companies are basically the entire market Samsung and Sk Hynix. A 4% drop just means these [--] companies are down"
X Link 2026-02-02T04:46Z [---] followers, [----] engagements

"Fiat should continue to exist. The zero discipline version of it will lose value but continue to exist My grandparents lived through something similar in communist Poland. My grandfather had saved money his entire life by the time he as [--] he had piles of money in the attic. Over the course of [--] year 100:1 inflation had taken place [--] million in savings was reduced to 20k https://twitter.com/i/web/status/2018371683397083426 https://twitter.com/i/web/status/2018371683397083426"
X Link 2026-02-02T17:11Z [---] followers, [----] engagements

"The ATVI purchase at a significant premium suddenly feels really bad. CoPilot = worse than dogshit what's worse is that you have to manually turn it off Asure is still the crown jewl however suddenly being connected to OpenAI is like being on the Epstein Files MSFT is not cheap enough https://twitter.com/i/web/status/2018790667816673717 https://twitter.com/i/web/status/2018790667816673717"
X Link 2026-02-03T20:56Z [---] followers, [---] engagements

"@TheLongInvest Cathie wood a Nancy Pelosi protg"
X Link 2026-02-03T23:24Z [---] followers, [---] engagements

"BYD Company Limited Nothing to do here but wait it out. BYD is in month [--] of a downtrend; these things can last a long time. The initial Chinese tech crackdown lasted [--] months Quite a few stocks all around the world are on 6-8 month downtrends. Nothing we can do but watch from the sidelines. Many of of the large started from an abnormally high place almost 2x over a fair price. BYD not so much the price wars in China are murdering margins. The government claims to be cracking down but until fines are handed out not clear if it means anything. http://1211.HK https://t.co/TIc5Y3RA0f BYD"
X Link 2026-02-04T04:03Z [---] followers, [---] engagements

"#ADBE Adobe Inc. Month [--] of the Adobe drawdown Adobe now trades below the Buffett Price (barebone [--] inflation price). However the price is still inflated by the buyback program. Without that it would likely be 10-20% lower. Nothing to do here but buy some popcorn and go for a walk. There is a price where any stock is investable even a stock that in theory could have [--] earnings in [--] years. #Adbe has a little room for sentiment expansion 10% trading slightly below the fair value. -However Adobe is more or less a market perform. -Market perform means you are generally better off holding the"
X Link 2026-02-04T13:20Z [---] followers, [---] engagements

"#PLTR Palantir Technologies Inc. I will reiterate PLTR as a STRONG sell. PLTR has similar growth prospects to NVDA it trades at 3-5x the valuation Can we make a case that this is warrented It does have government contracts which are as close to guanteed money as possible However so do US defense companies and they don't trade 5x premium to the market. Even if PLTR hits $100 it's still a strong sell. The assumptions I need to make a $150 price are not realistic; it would need a 150% revenue quarter. By this logic PLTR with their 70% revenue missed earnings by 80% I will reiterate this as #PLTR"
X Link 2026-02-04T17:33Z [---] followers, [---] engagements

"I will be updating some of the "Asset Allocation" scores tonight. Jeff Bezos era is over. During his time #AMZN would have had a 200% or so score (2nd place only to #TSLA). I gave Amazon a 125% after he retired under the assumption that Amazon should be able to run at an above average efficiency. They are now downgraded to a normal company. I will do the same for Google. Upgrade Bidu (they announced 10% of market cap buybacks + dividends. finally) and a few more. I'll post a summary of the re-ratings once I'm done. This is one of the only things in the model that is manually updated."
X Link 2026-02-05T21:24Z [---] followers, [---] engagements

"@PeterSchiff No it didn't. It's also selling down in China where crypto is illegal. Come on Peter. Gold is not going to [--] trillion"
X Link 2026-02-05T22:39Z [---] followers, [----] engagements

"@Degausser72 In either case I would highly recommend Interactive Brokers to anyone investing. They have [---] countries + 0.08% currency exchange fees"
X Link 2026-02-06T04:08Z [---] followers, [--] engagements

"@RayDalio Medians matter more than averages. There's always the old story: if Elon Musk moves into the ghetto the average person becomes a millionaire. If math were taught properly in schools we would not be using such useless statistics as the norm"
X Link 2026-02-06T21:56Z [---] followers, [---] engagements

"@RayDalio By this logic stimulus cheques are going to accelerate the depreciation of the USD as they will be used by people to pay rent and catch up on bills"
X Link 2026-02-07T18:00Z [---] followers, [--] engagements

"General Housekeeping: 1) Deleted every software stock; some may survive. I don't care there are too many oppurtunities for me to waste time on this space. (I added ADBE just to show people how overvalued it was before the sell off) Asset Allocation scores (Note 100% = multiplier of 1) 1) Upgraded Bidu from 50% to a normal baseline of 100% (Note Berkshire is still 25% they would have been 150-175% from 1965-2000) 2) Alphabet + Amazon downgraded to 100% a normal baseline (the 150%+ Era of Jeff Bezos is over) 3) Tencent + Xiaomi downgraded to 150% from 165% 4) May consider moving Microsoft into"
X Link 2026-02-07T23:24Z [---] followers, [---] engagements

"@Barchart Highest level so far Barchart. Goldman Sachs said Yuan could appreciate 25% in the best-case scenario. I want my 25%"
X Link 2026-02-07T23:42Z [---] followers, [----] engagements

"@BradoCapital This is also why Crypto is pushed so hard; they pay the most for advertising And why Robinhood may have a huge revenue slowdown during flat markets (option traders love volatility) Wild chart"
X Link 2026-02-07T23:46Z [---] followers, [--] engagements

"Seems fine in a 2% interest rate environment lock that in for 15-30 years and you're set. When those same homes are now being sold with a 6-7% mortgage the economics don't make sense anymore. Coupled with historically low marriage and birth rates. Seems like an awful formula Nick. https://twitter.com/i/web/status/2020284849626513844 https://twitter.com/i/web/status/2020284849626513844"
X Link 2026-02-07T23:53Z [---] followers, [---] engagements

"Another 10% currency devaluation would be normal by historical levels. Today USD is historically high + they want to: 1) Lower imports (be more self-dependent) 2) Increase exports Both of which would be achieved more easily via a weaker USD The last time the USA had to severely devalue its currency was post [----] financial crisis. Increasing exports would mean more jobs locally. Almost all things exist in cycles; USD will have another appreciation cycle in the future and another contraction after that. Chinese Yuan hits highest level against the U.S. Dollar since May [----] 📈"
X Link 2026-02-08T00:42Z [---] followers, [---] engagements

"@WatcherGuru Drake is to Polymarket what Jim Cramer is to the Stock Market"
X Link 2026-02-09T03:02Z [---] followers, [----] engagements

"@zerohedge There's no way they would ever promote someone to this position who isn't fully intending on printing money. Maybe 40+ years ago this was possible; today's markets are too crooked"
X Link 2026-02-09T03:20Z [---] followers, [----] engagements

"@Quanterty It's easy enough to copy and paste other people's work these days. Polymarket is just being lazy; this is below [--] effort"
X Link 2026-02-09T03:26Z [---] followers, [----] engagements

"2026-2027 will be the rise of individual content creators. This is remarkable Remember this is the worst this software will ever be the upgrade cycle will be 3-4 months 😱Hard to believe this is AI-generated Chinas tech company ByteDance has released its new Seedance2.0 AI video model. This is gonna reshape the film industry https://t.co/tXP3v6BbrF 😱Hard to believe this is AI-generated Chinas tech company ByteDance has released its new Seedance2.0 AI video model. This is gonna reshape the film industry https://t.co/tXP3v6BbrF"
X Link 2026-02-09T04:00Z [---] followers, [---] engagements

"@dyz_ob MoE and proper visual adaptation I can't wait Hopefully this week. My concern is I'm not sure they have enough computing power for all this. They need more hardware asap"
X Link 2026-02-09T04:39Z [---] followers, [---] engagements

"Unfortunatley the greasy wheel gets all the attention. Parents complaining over the years that math is too hard (a barrier to entry for many majors) has led to the dilution of the subject and removal from it as a prerequisite. It's a bit ridiculous to think that grade [--] English is required for all college majors but math is not. Math is the universal language of the universe"
X Link 2026-02-09T05:55Z [---] followers, [---] engagements

"@zerohedge To be fair not sure that Germany has enough energy to power a data center"
X Link 2026-02-09T07:01Z [---] followers, [----] engagements

"@AnnaEconomist [--] week before the New Year celebration. Also during a time of decoupling where it no longer makes sense to hold a lot of USD. Seems like a good way to end the year"
X Link 2026-02-09T07:07Z [---] followers, [----] engagements

"@elonmusk I think we all know whats happening here Its remarkable how much all of the island visitors are cooperating with one another. Thats their best chance of making it out of this. But theres too many someone always talks"
X Link 2026-02-10T14:04Z [---] followers, [----] engagements

"Looks like the effects of automation and strong USD. With weaker usd more local manufacturing should be possible However with the increased tarrifs and reciprocal tarrifs no one will buy anything from USA when they can buy from a lower tarrif and weaker currency seller What is happening with US manufacturing employment The manufacturing sector shed [-----] jobs in January according to the ADP private employment report. This marks the 32nd consecutive monthly decline the longest streak since data began in [----]. In [----] and [----] https://t.co/i04rDQAWED What is happening with US manufacturing"
X Link 2026-02-10T16:17Z [---] followers, [---] engagements

"#HOOD Robinhood Markets Inc. Hood has all the fundamental and technical indicators of a continued drawdown -Accelerated selling -Crossing [--] weekly MA -Priced 50% above Top Sentiment Fair value Timberrr is the most likely outcome Great company not the right time to invest"
X Link 2026-02-10T19:17Z [---] followers, [---] engagements

"This may be one of the best short markets of all time Any industry that can be disrupted by AI is an INCREDIBLE short as there is enormous asymmetry between upside and downside (even if the downside is temporary) The entire credit rating industry just got destroyed in a mega freefall #SPGI #NDAQ #MCO #MSCI These are industries that have had low VI and quickly transitioned into high IV + Mega drawdown Every 50% drawdown in a stock has the same return as a 100% upside if shorted correctly. 66% drawdown is the same as 200% upside. This is a remarkable shorting market so far. One of the best in"
X Link 2026-02-10T22:04Z [---] followers, [---] engagements

"Historically interest rates are about 0-2% higher than the inflation rate. This passes the logic test as bondholders need to be compensated above inflation else their investment is nonsense. Despite everyone's best efforts the rates can't go below 4.1%. This hints at what the real inflation rate is. In the most recent years the interest rate is roughly 0.1% higher than inflation suggesting 4% real inflation rate. Trump: Interest rates should be lower. Every point is $600 billion. If we went down two points we don't have a deficit anymore. It's just a paper charge. We should be the lowest"
X Link 2026-02-10T22:11Z [---] followers, [---] engagements

"We should surround ourselves with people who think differently and have successfully solved similar problems using alternative solutions. This way we can find the most complete path towards problem-solving going forward. Unfortunatley the opposite tends to happen too often and people end up in echo chambers where the opportunity for growth dies. https://twitter.com/i/web/status/2021354100953112798 https://twitter.com/i/web/status/2021354100953112798"
X Link 2026-02-10T22:42Z [---] followers, [---] engagements

"@nataninvesting 35x earnings ratio seems a bit rich for a mature company growing 18% or so (the growth rate by 2030). Hood could be The Charles Schwab Corporation by 2030; young people may not even use it but it was an innovator + distuptor during its prime"
X Link 2026-02-10T22:49Z [---] followers, [---] engagements

"@EquityBrian Tencent is getting bodyslammed recently; it will have to defend itself. Games are under attack for the time in. ever Wechat also being attacked by QWEN as a formidable superapp"
X Link 2026-02-10T22:51Z [---] followers, [---] engagements

"#SHOP.TO Shopify Inc. History does not repeat but it rhymes. Shop has all the ingredients for a continued drawdown (similar to HOOD) -Massive acceleration of selling -Crossing [--] MA weekly -37% drawdown required to hit fair value Stay away we may get a buying opportunity"
X Link 2026-02-11T00:37Z [---] followers, [---] engagements

"@DavidInglesTV This is what a concentrated portfolio's performance can look like when your top [--] positions are up 150%. A slowdown in tech will also mean South Korea goes down the most"
X Link 2026-02-11T04:30Z [---] followers, [----] engagements

"@CompoundinGirl Rather hold cash"
X Link 2026-02-11T19:40Z [---] followers, [---] engagements

"@elonmusk Good stuff Elon keep moving forward. How do you know you've removed the right people I assume many CEO's have this issue"
X Link 2026-02-11T19:53Z [---] followers, [---] engagements

"@elonmusk Asian men and women are standouts. I didn't expect that. I would imagine this is 2nd generation or later not the ones who recently immigrated The ones who got disciplined with the wooden spoon wouldn't dare do such things"
X Link 2026-02-11T19:58Z [---] followers, [----] engagements

"I clearly don't have enough stocks in Latin America. #MELI is the obvious one but I'm definitely missing 40-50 more. Will investigate this weekend. I will also add a subsection for South America currently none exists. We are looking at 20-30 year lows. Emerging markets used to be unstable and therefore risker and uninvestiable. This is not the case today what was one the stable flagship of planet Earth may slowly begin shifting. How early are we in the move out of US assets and into emerging markets About this early see the chart below. The ratio of Latin American to US stocks is now"
X Link 2026-02-11T21:06Z [---] followers, [---] engagements

"@SixSigmaCapital Bookmarked Ill look into Reddit after my [--] year old goes to sleep"
X Link 2026-02-12T00:48Z [---] followers, [---] engagements

"For those wondering why its 3.9%. This is the risk free interest rate. This is equivalent to buying a bond implying the odds are actually 0% Will Jesus return before [----] Polymarket says there isa 4% chance. Read more: https://t.co/G1XRpjSXZr Will Jesus return before [----] Polymarket says there isa 4% chance. Read more: https://t.co/G1XRpjSXZr"
X Link 2026-02-12T02:54Z [---] followers, [---] engagements

"It is clear that American AI companies intend to cannibalize as much as possible and they will be allowed to do so without any resistance. This is Manhattan Project [---] The government will allow the AI companies to murder industries Don't catch any knives in their way. All the American AI companies talk about sharing the wealth but all the top open source models are Chinese. All the American AI companies talk about sharing the wealth but all the top open source models are Chinese"
X Link 2026-02-12T03:41Z [---] followers, [---] engagements

"@unusual_whales He's right. Just now the entire US has only a small number of people. This is one of those things where you need to hear him say it; context is a big deal. He believes what he is saying to be true. I could say the same thing and pass a lie detector test doesn't mean it's true"
X Link 2026-02-12T03:59Z [---] followers, [--] engagements

"If it continues to grow at 66% then APP is very undervalued and will be the top 1-5 best performing stock in the Nasdaq above 10b Additionally I don't use EPS or revenue for 90% of valuations. They are considered but not used. If you used EPS and Revenue at 60% growth as your primary valuation metrics then APP would be undervalued https://twitter.com/i/web/status/2021822302573277409 https://twitter.com/i/web/status/2021822302573277409"
X Link 2026-02-12T05:42Z [---] followers, [--] engagements

"@DaleAmericaQQQ Keep in mind you may be right. Meta sold off to about $90 a few years ago. the selloff was long and brutal. This can happen to any company even with perfect balance sheets"
X Link 2026-02-12T05:45Z [---] followers, [--] engagements

"@AJButton2 @joecarlsonshow Avatar [--]. I see I am wondering how this will scale in 1-2 years given the 2-4 month upgrade cycles. My interaction with supergrok [--] sec videos has been very impressive they cleaned up the physics and will keep cleaning things up fast"
X Link 2026-02-12T18:23Z [---] followers, [--] engagements

"@AJButton2 @joecarlsonshow No 😂 Ty for the update I think my thoughts on the current video capability generation are untested. Will test it out myself to see what its about so I have a more accurate picture"
X Link 2026-02-12T18:29Z [---] followers, [--] engagements

"This is why Elon is the best asset allocator in the world right now and has the highest score in my universe. TSLA may be richly valued but there's no question that Elon gets the most out of the resources available to him"
X Link 2026-02-12T20:48Z [---] followers, [---] engagements

"Adobe should partner with a pure AI company and integrate itself w/ them. OpenAI QWEN or Anthropic are all good candidates. It's better to have a smaller fraction of a large growing pie than to have a large piece of a shrinking one. It appears they have chosen path #2 (along with many other companies who pretend AI isn't a threat) The above is true for any company in history that refused to acknowledge and adapt to a changing landscape Polaroid should have made cell phone cameras. https://twitter.com/i/web/status/2022055884117975465 https://twitter.com/i/web/status/2022055884117975465"
X Link 2026-02-12T21:11Z [---] followers, [--] engagements

"#ABNB Airbnb Inc. I cannot be more neutral on a company than AirBNB. -Quite literally nothing happening here it's undervalued by "Market" standards. -A potential catalyst would be USD depreciation cycle -AirBNB does ALOT of business outside the USA if those currencies trade higher vs the USD it's earnings inside the USA would not notice but outside the USA would when converted would experience a 10-15% tailwind. -AirBNB has chosen the lowest cost open source AI provider management appears savvy and competent -Possible breakout at some point but difficult to time"
X Link 2026-02-12T21:33Z [---] followers, [---] engagements

"Keep this in mind if you think spending 800b a year on mysterious pixie dust + taking on debt to do so has ever ended well in history. This is also why I like AirBNB management they took the simplest cost effective path 90% of the outcome for 10% of the price P.S. yes this is this year's DeepSeek moment. Last year DeepSeek produced a model that was close to frontier-level capabilities and a fraction of the cost with a very generous license for anyone to use it or work from it. This year it is the drop of MiniMax M2.5 and GLM [--]. P.S. yes this is this year's DeepSeek moment. Last year DeepSeek"
X Link 2026-02-12T22:06Z [---] followers, [----] engagements

"@HedgeyeTech At what point do you intend to close the short It seems for the first time in. forever Tencent is under serious attack even on the video games which I thought were their "forever vice product""
X Link 2026-02-12T22:08Z [---] followers, [--] engagements

"@Mayhem4Markets Unfortunatley many investors think the next [--] years will look exactly like the previous [--] years. "Keep doing what works and has worked." This is what sentiment feels like after a top 2-3% run"
X Link 2026-02-13T03:15Z [---] followers, [---] engagements

"@Ali_TongyiLab Education is about to get 100x more exciting. Can't wait for every person to have a personal teacher that adapts to their learning speed and preferences The future can be awesome"
X Link 2026-02-13T03:19Z [---] followers, [--] engagements

"@wclemente White-collar people losing their jobs has enormous ripple effects on. everything. Credit card delinquencies mortgage delinquencies travel hotel. spending on everything clothes AMAZON Iphones. This is a serious issue that isn't taken seriously"
X Link 2026-02-13T03:45Z [---] followers, [----] engagements

"@michaeljburry It's obvious that these schills just say what is popular. Palantir was the most over-priced company in 10+ years for that size market cap. The only problem over the last 4-5 years was the extreme levels of excess liquidity. Shorts were getting murdered. Looks like that's over"
X Link 2026-02-13T04:17Z [---] followers, [---] engagements

"@PeragitoTrader @Mayhem4Markets Chris Hansen should reboot the show but instead of regular people he only comes after politicians"
X Link 2026-02-13T05:35Z [---] followers, [--] engagements

"UBI works initially just like tokens for the distribution of goods those tokens depreciate extremely fast once they aren't backed by anything. They can steal from others or just print but this ends poorly quickly. My grandparents had this happen in Poland during the Soviet era. There was a 100:1 currency devaluation during that time. My grandfather owned a business for [--] years saved [--] million in cash. His savings disappeared. When we visited we would pay for ice cream cones with $100's from the attic It's amazing how fast awful management can destroy anything regardless of starting location."
X Link 2026-02-13T05:51Z [---] followers, [--] engagements

"@wingedbean1 Theyre very few stocks in the world where you can buy go into coma for 20years and wake up without any concern. This is easily one of them"
X Link 2026-02-14T13:56Z [---] followers, [--] engagements

"Sunny Optical Easy long at this point an oligopoly in a niche space camera modules leader in aspherical lenses Went from massively overpriced to way oversold in the downward. This stock shows why it's important to move positions regularly. http://2382.HK http://2382.HK"
X Link 2026-01-04T22:30Z [---] followers, [---] engagements

"Sunny Optical set for massive tailwind as the humanoid robot boom explodes Phone-grade lenses & camera modules shift to robots 5B bots by [----]. Decade-long growth ahead Would not be surprised for Sunny to be massively overpriced again in the next 2-3 years https://t.co/bZ2PZplkrf Sunny Optical Easy long at this point an oligopoly in a niche space camera modules leader in aspherical lenses Went from massively overpriced to way oversold in the downward. This stock shows why it's important to move positions regularly. https://t.co/zYM0TucDEh https://t.co/bZ2PZplkrf Sunny Optical Easy long at"
X Link 2026-01-05T19:29Z [---] followers, [---] engagements

"#CAT Caterpillar Inc. Incredible melt-up by CAT There appears to be no end to the buying. CAT is the foundation of any infrastructure boom making more power plants data centers and mining more Then we need more CAT machines Slightly undervalued (as of the previous 10-Q). Seems like an easy beat and upward recalculation. Wouldn't be surprised if fair value recalculates at $750 or so after this report is out. https://twitter.com/i/web/status/2016673144288006480 https://twitter.com/i/web/status/2016673144288006480"
X Link 2026-01-29T00:42Z [---] followers, [---] engagements

"#AMD Advanced Micro Devices Inc. It is easy to forget that almost every stock in the world for the last [---] years is a cyclical. The only question is how long is the duration of the cycle. AMD is a sell at these levels. AMD gives investors a buying oppurtunity every 3-5 years over the last [--] years. It's easy to forget that bull runs are full of story tellers. Humans are really good at telling stories it's the oldest profession in history. They make you feel something which disconnects your brain from reality. https://twitter.com/i/web/status/2019102927416135752"
X Link 2026-02-04T17:37Z [---] followers, [---] engagements

"#APP AppLovin Corporation There are no stocks that are able to break the below trend. -One red candle followed by another MUCH larger red candle. -Get the hell out -APP needs to drop about 27% to hit my calculated fair value -This also perfectly aligns with the MA100 weekly (coincidence) -Given the selling velocity stay out of the way watch from the sidelines. https://twitter.com/i/web/status/2021808828656857178 https://twitter.com/i/web/status/2021808828656857178"
X Link 2026-02-12T04:49Z [---] followers, [----] engagements

"Anyone who works for SpaceX or Nasa has to be a legally American born citizen. If this transfers over to XAI. XAI is cooked. They have to fire all their international engineers. This would happen again if they merge with TSLA Not sure if a merger with SpaceX means he has to close TSLA Shanghai https://twitter.com/i/web/status/2021823720981926220 https://twitter.com/i/web/status/2021823720981926220"
X Link 2026-02-12T05:48Z [---] followers, [--] engagements

"@Mayhem4Markets @GoldmanSachs A modern tech worker is analogous to a manual labourer during the factory era boom [---] years ago. Once the factory is mainstream you simply don't need as many labourers. You also don't have to pay them as much as you once did. Where do they go next This is nasty"
X Link 2026-02-13T20:09Z [---] followers, [---] engagements

"@KobeissiLetter Strange times indeed. It's only specific sectors that are acting this way. Everything else is reasonably stable. All energy and semi stocks are cooking"
X Link 2026-02-13T20:37Z [---] followers, [----] engagements

"@AJButton2 I didn't realize it was possible to steal a closed black box model. I guess China sent their best ninjas"
X Link 2026-02-13T21:08Z [---] followers, [--] engagements

"@BRICSinfo I'm sure most American Politicians are envious of China's power over their country. Gavin would love to trim 30% of everyone's wealth and deposit it into a government black hole"
X Link 2026-02-13T22:20Z [---] followers, [---] engagements

"This would require group co-operation. This is increasingly difficult in a game with multiple players in game theory as the temptation to cheat is enormous. What if [--] companies pause and the one company buys all the chips Further unlikely if you consider how much FOMO these guys have shown in the most recent quarter"
X Link 2026-02-13T23:56Z [---] followers, [---] engagements

"@lloydjamesross They should go the Elon route and merge. It would reduce costs for both. China doesn't care about monopolies anymore; it's win AI at any cost"
X Link 2026-02-14T04:09Z [---] followers, [---] engagements

"@michaeljburry Not sure Palantir is a fraud and if it is news will never flow out. It's too important of a company. It's overvalued AF for the market cap that's enough. These things havn't gone down during liquid times looks like market is more stingy"
X Link 2026-02-14T06:28Z [---] followers, [----] engagements

"There were amazing times to buy during COVID and ESG era. Even companies like ENB or XOM were trading like they were going to go out of business. Today they are immortal monopolies. Turns out they always were nothing changed. They may get overpriced at some point in the next 1-3 years. That would be great. https://twitter.com/i/web/status/2022896797971030202 https://twitter.com/i/web/status/2022896797971030202"
X Link 2026-02-15T04:52Z [---] followers, [--] engagements

"@CompoundinGirl After the recent pullback XIAOMI is the closest. Could finish $70 EOY http://1810.HK http://1810.HK"
X Link 2026-01-15T04:56Z [---] followers, [---] engagements

"Xiaomi Is a clear buy at these levels. If ie keeps going down we may get 150%+ even 200%+ upside (I will announce leaps if this happens) However I am waiting for the downtrend to end No one truly knows when this will happen; however there are [--] strong signals I typically look for (you may have more in your arsenal): 1) Massive volume + price support at some point after a good earnings or random news 2) Heikin Ashi on a Monthly reversal (shown below). In this case wait for the first confirmed green bar up. Some of these downtrends can last 6-18 months straight. (examples below in /2)"
X Link 2026-01-16T22:19Z [---] followers, [----] engagements

"@sidecarcap They were trading like immortal utilities 45x cashflow no problem. Now they are trading like normal stocks in a competitive world. Which they are. This version of reality is more accurate than the one [--] months ago"
X Link 2026-02-11T21:32Z [---] followers, [---] engagements

"Starting a portfolio today I would construct it as follows Xiaomi #MELI #DIS CNOOC Limited #POOL COSCO SHIPPING Tencent #NVO ANTA #SE #BABA http://2020.HK http://0700.HK http://601919.SS http://0883.HK http://1810.HK http://2020.HK http://0700.HK http://601919.SS http://0883.HK http://1810.HK"
X Link 2026-01-20T04:51Z [---] followers, [---] engagements

"Update to the below. Buying value stocks blind Big mistakedownstreaks can crush your timing. Here's how to wait right." #1: Skip buys in active downstreaks to avoid trend traps. Current examples: Hold off on (Xiaomi) and (Anta) still streaking down. Wait for reversal signals (e.g. Heikin Ashi flips). Contrast: Novo Nordisk and BABA broke theirs now primed for 50+ upside like my backtest patterns. This filter keeps entries sharp no guesswork. http://2020.HK http://1810.HK Starting a portfolio today I would construct it as follows https://t.co/U7jWt7yjze Xiaomi #MELI #DIS"
X Link 2026-01-21T03:24Z [---] followers, [---] engagements

"@CompoundinGirl Not sure about PDD should be replaced by Xiaomi who knows what PDD's domestic and international numbers are. http://1810.HK http://1810.HK"
X Link 2026-01-21T23:51Z [---] followers, [--] engagements

"How does the downtrend for Xiaomi end Anything can do it; this is as good as any. Continue to wait for real confirmation. BTW Xiaomi makes 1500HP supercar EVs for 80k USD. Imagine Ford distributing those as EV Mustangs. http://1810.HK https://t.co/U7jWt7yjze Xiaomi Is a clear buy at these levels. If ie keeps going down we may get 150%+ even 200%+ upside (I will announce leaps if this happens) However I am waiting for the downtrend to end No one truly knows when this will happen; however there are [--] strong https://t.co/xG98J33sNp http://1810.HK https://t.co/U7jWt7yjze Xiaomi Is a clear buy at"
X Link 2026-01-31T21:22Z [---] followers, [---] engagements

"General Ideas: Compounding is Transitive: Order of returns doesn't matter; each multiplier is vital at any age. Early gains fuel later explosions. Log Thinking Over Linear: Late wealth surges don't http://x.com/i/article/2020247570837282816 http://x.com/i/article/2020247570837282816"
X Link 2026-02-07T22:13Z [---] followers, [---] engagements

"#RDDT Reddit Inc. Same idea as ALL OTHER STOCKS IN THE MARKET When you see this pattern get the HELL out. -Small red candle followed by a GIANT red candle -Unlike the other stocks (SHOP HOOD) Reddit is not overvalued. Suggesting its drawdown will end faster than the others -This happens maybe [--] in [---] times (mostly for Chinese stocks) Reddit has an inverted Buffett value Suggesting that insitutional investors are valuing Reddit below barebones. stocks RARELY hit the Buffett value. This is irregular for US growth stocks. If Reddit gets low enough (aka drawdown ends). It could be one of the"
X Link 2026-02-12T05:58Z [---] followers, [----] engagements

"#AMAT Applied Materials Inc. A bit richly valued -However this is normal for Cyclicals; they go up too high on the uptrend and overshoot on the downtrend. -Hopefully it's clear where we in the cycle we are on the upper end of the uptrend -AMAT GREW REVENUE 3% which beats my estimate of 2.8% -Stocks aren't about who can grow 50% or 1%. 50% = good 1%= bad is not the correct way of thinking. -They are about fundamental valuations cycles and the momentum that creates. If AMAT opens +10% tomorrow. It's a great time to sell covered calls and close the position by selling your IV to someone who"
X Link 2026-02-12T21:22Z [---] followers, [---] engagements

"Imagine spending 10x more having hardware 5-10x stronger and in larger scale + and teams 10-100x larger only to be marginally better. Enormous Western companies are starting to look more like governments than actual distuptors. While there isn't actual fraud being committed paying AI Engineers 2-3x more to jump teams + giving them stock options may not be the best use of capital. BABA datacenter capex grouped in "others" alongside IBM😭 the insult. MS gives no face to China AI artisans chugging out models non-stop trained on nintendo [--] clusters. Seedance [---] is awesome. BTW I have no idea"
X Link 2026-02-13T02:47Z [---] followers, [---] engagements

"#ENB Enbridge Inc. This is a stock that should exist in all portfolios and yet I suspect it exists in none. -It's basically illegal to build new pipelines and Enbridge has ALOT of them + natural gas distribution. -Massive dividend which is rare in todays market. -Easy uptrend energy stocks do nothing but go up -Earnings arn't always about beat or miss it's about the valuation how the stock performs relative to the valuation with a hint of sentiment. -Energy sentiment is 10/10; any possible upside will be realized whereas the opposite is true for digital pixie dust stocks whose sentiment is"
X Link 2026-02-13T02:58Z [---] followers, [---] engagements

"Also keep in mind we're coming off one of the coldest winters in East Coast history. Easily the coldest in my lifetime we have had larger snowfalls but never this persistence of ultra-freezing temperatures. Enbridge's natural gas volumes are going to be insane"
X Link 2026-02-13T03:24Z [---] followers, [---] engagements

"It's funny how the shape of almost all things human-related (and in nature) appear as either a normal distribution or a cycle. You can literally map almost everything into [--] of these [--] things Cycle is appropriate for all things emotion-based. As long as humans are the ones investing all things will remain cyclical. This is how I think about hype cycles in markets. It is basic but thats the point (frameworks shouldnt be overly complex I think). Investors are always either discounting the promise of the future or the reality of the present. And they are never equally weighting them."
X Link 2026-02-13T03:34Z [---] followers, [---] engagements

"3rd time FT copies and pastes the same article about BABA over the last [--] months. Each time all Chinese companies drop 2-10% and fully recover If USA actually follows through Trump would be better off staying home this April rather than visiting JUST IN: US government to add Alibaba $BABA to list of companies that it says are aiding the Chinese military. https://t.co/hnaRrQy4m5 JUST IN: US government to add Alibaba $BABA to list of companies that it says are aiding the Chinese military. https://t.co/hnaRrQy4m5"
X Link 2026-02-13T13:50Z [---] followers, [---] engagements

"Excellent day to sell puts into high IV if you dont own a position"
X Link 2026-02-13T13:57Z [---] followers, [--] engagements

"There's a strong uptrend and then there's this This is insane #ENB Enbridge Inc. This is a stock that should exist in all portfolios and yet I suspect it exists in none. -It's basically illegal to build new pipelines and Enbridge has ALOT of them + natural gas distribution. -Massive dividend which is rare in todays market. -Easy uptrend https://t.co/JOigPM5NHv #ENB Enbridge Inc. This is a stock that should exist in all portfolios and yet I suspect it exists in none. -It's basically illegal to build new pipelines and Enbridge has ALOT of them + natural gas distribution. -Massive dividend which"
X Link 2026-02-13T20:06Z [---] followers, [---] engagements

"This is amazing GPT gets a lot of hate from X as we are trained to hate it. But this is remarkable. Humans worked out the amplitudes for integer n up to n=6 obtaining complicated expressions whose complexity grows superexponentially. GPT5.2 Pro was able to greatly reduce the complexity of these expressions providing much simpler forms. From these base cases it was then able to spot a pattern and posit a formula valid for all n GPT-5.2 derived a new result in theoretical physics. Were releasing the result in a preprint with researchers from @the_IAS @VanderbiltU @Cambridge_Uni and @Harvard. It"
X Link 2026-02-13T20:29Z [---] followers, [---] engagements

"Dario Amodei (Anthropic CEO + Co-founder). This is the difference between a real founder versus someone who rose through the ranks due to being "politically savvy". Everyone is YOLOing Anthropic is carefully calculating. Indirectly calls out all other CEO's (start at 52:46) The @DarioAmodei interview. 0:00:00 - What exactly are we scaling 0:12:36 - Is diffusion cope 0:29:42 - Is continual learning necessary 0:46:20 - If AGI is imminent why not buy more compute 0:58:49 - How will AI labs actually make profit 1:31:19 - Will regulations destroy https://t.co/qsFoNMAy2t The @DarioAmodei interview."
X Link 2026-02-13T23:06Z [---] followers, [---] engagements

"While I don't know him I haven't read their 10-Qs. Just the way he speaks constructs his thoughts and the quality of the company's output versus the cost. This is easily a top 5-10 asset allocator in the world today All other American AI labs will be spending 2-3x more for less The CEOs and CFOs who do "buyback at any price" and "infinite spend YOLO" have the same form of tilt. He clearly does not. This mistake often takes years to see. Imagine if rather than buybacks Apple saved 400b and directly purchased Anthropic. What company has a brighter future 1) Apple with 10% of shares retired 2)"
X Link 2026-02-13T23:14Z [---] followers, [---] engagements

"This is also why I hated ADBE even before everyone else did (I also hate V and MA these are not hated yet they will be). Buybacks at 40x cashflow is not returning value to shareholders. It's an awful use of funds that weakens the company in the long term"
X Link 2026-02-13T23:17Z [---] followers, [--] engagements

"#AMAT - I'm not calling the peak here but you had a chance to sell covered calls at +13% (could have sold [---] weekly for a $10 premium + $22 lock) for a 15-16% gain. If you really like AMAT and think it will double you'll get another chance to come in. but maybe don't. The recalculation has taken place in the first [--] min sentiment is maxed out #AMAT Applied Materials Inc. A bit richly valued -However this is normal for Cyclicals; they go up too high on the uptrend and overshoot on the downtrend. -Hopefully it's clear where we in the cycle we are on the upper end of the uptrend -AMAT GREW"
X Link 2026-02-13T23:51Z [---] followers, [---] engagements

"If GDP didn't exist. It appears that many countries have a higher standard of living than in the USA. that's really odd. $1000 a month sounds poor unless rent is $200 cell phone bill $10 food $150 a month. Almost as if there's a bubble where people are being fed certain info NEW: Im not sure people fully appreciate how dire the US life expectancy / mortality situation has got. My column: https://t.co/dBIhT9eZLv And some utterly damning charts. 1) at every point on the income distribution Americans live shorter lives than the English. https://t.co/pOoziEK5mZ NEW: Im not sure people fully"
X Link 2026-02-14T03:25Z [---] followers, [---] engagements

"How about we don't buy leaps on stocks with ultra-high IV. HOOD leaps have poor risk-reward due to their enormous cost which stems from IV. You would actually have a higher return buying pipeline leaps for stocks like #ENB or CNOOC $HOOD I cant wait to load leaps in the $60s $IREN I cant wait to load leaps in the $30s $RKLB I cant wait to load leaps in the $50s $SOFI I cant wait to load leaps in the mid $10s Food for thought few other names I like as well✍ $HOOD I cant wait to load leaps in the $60s $IREN I cant wait to load leaps in the $30s $RKLB I cant wait to load leaps in the $50s $SOFI"
X Link 2026-02-14T19:44Z [---] followers, [---] engagements

"When IV is high you make money selling it when IV is low you make money buying it. If HOOD trades sideways for 3-4 months. Leaps become attractive very fast. If it zigzags leaps are not the optimal way to play it"
X Link 2026-02-14T19:46Z [---] followers, [--] engagements

"I highly recommend everyone who has a lot of money in stocks that are spending 50% of their revenue in models to watch this event carefully Could be a dud if not. could be a source of IV as large as earnings (but not priced into option chains). However this IV only moves [--] way This is big news: DeepSeek v4 will be released next week (likely Monday). And it's supposedly the first model that doesn't lag behind closed-source frontier models but is either on par or even surpasses them. Next week is going to be very very exciting This is big news: DeepSeek v4 will be released next week (likely"
X Link 2026-02-15T03:26Z [---] followers, [---] engagements

"Xiaomi is a clear buy at today's levels at [-----]. Also set a limit sell at [-----] soon after buying if it doesn't hold + breakout. Continue to do this until it breaks out. Could take a few tries this is attempt #1 http://1810.HK https://t.co/U7jWt7yjze Xiaomi Is a clear buy at these levels. If ie keeps going down we may get 150%+ even 200%+ upside (I will announce leaps if this happens) However I am waiting for the downtrend to end No one truly knows when this will happen; however there are [--] strong https://t.co/xG98J33sNp http://1810.HK https://t.co/U7jWt7yjze Xiaomi Is a clear buy at these"
X Link 2026-02-11T03:59Z [---] followers, [---] engagements

"@the_zack_zhu The competition is so fierce that shitco Meituan now has negative profitability again and is almost back to the IPO price from [--] years ago If Meituan were in the USA it would be a 300+ billion dollar monopoly"
X Link 2026-02-13T03:57Z [---] followers, [---] engagements

"@AmeetRai When there's a giant boulder coming down a mountain don't try to stop it by yourself. Sometimes it goes over a ramp don't be fooled"
X Link 2026-02-15T20:39Z [---] followers, [---] engagements

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