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@japdongsanee "Hate to have bailed. I still believe in metaplanet. But mental sanity and capital preservation first and foremost. Will be back later"
X Link @japdongsanee 2025-10-15T17:39Z 1508 followers, XXX engagements

"Dont be this cat Cute cat tho $spy"
X Link @japdongsanee 2025-10-10T16:43Z 1510 followers, XXX engagements

"@investwithsheng $lmnd needs to run a lot for my swap to catch up with this XD"
X Link @japdongsanee 2025-10-14T16:38Z 1508 followers, XXX engagements

"Full exit of recent starter positions in $snap $tgen"
X Link @japdongsanee 2025-10-08T23:35Z 1509 followers, XXX engagements

"@Chartradamus Slightly early as the edge ai theme isnt here yet. Future winner though. Just dunno when"
X Link @japdongsanee 2025-10-14T04:08Z 1510 followers, XXX engagements

"Man everytime i look at this im just amazed. Bessent is really something. Really knows his shit this shouldnt have been possible"
X Link @japdongsanee 2025-10-16T06:21Z 1510 followers, XXX engagements

"@mvcinvesting ClickHouse is probably the hottest AI startup on the planet right now. In what planet lmfao"
X Link @japdongsanee 2025-10-10T04:49Z 1510 followers, XXX engagements

"@bulldivs @investwithsheng s been studying $path heavily as well and he might have some more insights"
X Link @japdongsanee 2025-10-14T03:51Z 1510 followers, XXX engagements

"Put in an order for a full size position on $tgen Seen & read enough this is gonna be another 5-10bagger from here"
X Link @japdongsanee 2025-10-02T06:50Z 1509 followers, XXX engagements

"Not quite i think labor market is weak but not from traditional terms were just seeing effects of ai play out in real life But how a stronger dollar correlates with higher equities is a bit beyond me atm. I feel like a weaker dollar was one of the biggest reasons for this rally thus far"
X Link @japdongsanee 2025-10-15T18:47Z 1510 followers, XX engagements

"With this $hims pop im wondering if the money from ai capex trade will rotate into the ai application trade for a bit $lmnd to go next"
X Link @japdongsanee 2025-10-15T19:20Z 1510 followers, XXX engagements

"Added to $path again in premarket Officially 7th largest position now replacing $pltr in my mag7 Avg cost of shares $15"
X Link @japdongsanee 2025-10-13T00:10Z 1510 followers, XXX engagements

"@thexcapitalist $e o s e"
X Link @japdongsanee 2025-10-08T16:49Z 1509 followers, XXX engagements

"@investwithsheng Cant forget $HIMS $APPS as well. Recommend you chart it. Its beautiful and youll love it"
X Link @japdongsanee 2025-10-14T17:24Z 1510 followers, XXX engagements

"$velo is another very interesting name"
X Link @japdongsanee 2025-10-15T03:15Z 1509 followers, XXX engagements

"Yeah good question. I might have some insights here given that I work in enterprise saas and the startup that Im at was actually trying to build the solution that $PATH has built out. The trickiness in enterprise saas lies in unorganized data and users spread across in multiple teams/silos. Permissions security and guardrails are really tough to get right too. That necessary coordination is whats causing productivity to go down and creating agents without solving for this is just adding more mayhem. From what i can tell with $crm s Agentforce is that you can build isolated agents with data in"
X Link @japdongsanee 2025-10-14T03:50Z 1509 followers, XXX engagements

"I wonder when the money will flow out of the ai capex trade into the ai apps trade again $lmnd $hims lookin a bit bored rn"
X Link @japdongsanee 2025-10-09T18:10Z 1510 followers, XXX engagements

"Swing trading $asts position out of ira and porting it into $lmnd cuz the chart looks nice"
X Link @japdongsanee 2025-10-06T21:44Z 1510 followers, 1033 engagements

"Ok so i did bail on the trache i bought at $18s but still held the $17s id like to see a bounce around the $14s $eose"
X Link @japdongsanee 2025-10-16T16:24Z 1510 followers, XXX engagements

"@Chartradamus I think theres a couple of accelerants X. $oss needs to secure the big defense deals with the USG. X. Edge thesis needs to actually come to life. $asts launches will help. Actual better results from inference and smaller models need to come thru too. This will take a while"
X Link @japdongsanee 2025-10-14T04:31Z 1510 followers, XXX engagements

"@investwithsheng @JKeynesAlpha He thinks $gtlb $mbd and $estc will become core infrastructure layer for AI. I disagree"
X Link @japdongsanee 2025-10-01T22:48Z 1510 followers, XXX engagements

"$lmnd locked and loaded in ira at $XXXXX a pop See you in the $90s"
X Link @japdongsanee 2025-10-07T05:15Z 1510 followers, XXX engagements

"@alc2022 Been saying this for months now. The communication layer for everything at the edge"
X Link @japdongsanee 2025-10-13T15:30Z 1509 followers, 1379 engagements

"$rivn $snap very interesting plays to continue to monitor"
X Link @japdongsanee 2025-10-15T02:26Z 1510 followers, 1125 engagements

"Tough call but full exit of $mtplf. Officially cleaned out all of margin & have spare loss buffer to sell gains into to raise some cash"
X Link @japdongsanee 2025-10-15T17:38Z 1510 followers, XXX engagements

"@alc2022 Abel had a quote that basically confirmed this in the last earnings call too"
X Link @japdongsanee 2025-10-13T16:10Z 1509 followers, XXX engagements

"Added another 1000 shares of $eose at $17.49"
X Link @japdongsanee 2025-10-15T21:51Z 1510 followers, XXX engagements

"trimmed about 1/3 of $mtplf to offset all my short term capital gains for the year ill look to re-add a few months down the line if the price stays where it is"
X Link @japdongsanee 2025-10-14T14:59Z 1509 followers, XXX engagements

"@TwelveGiraffes I briefly owned $npwr Was looking into $nfe Do u know any other names"
X Link @japdongsanee 2025-10-09T21:29Z 1509 followers, XXX engagements

"Will exit 1/5 of $mtplf tomorrow for tax harvesting purposes. Still hodling the rest"
X Link @japdongsanee 2025-10-14T01:39Z 1510 followers, XXX engagements