# ![@AKJay59396046 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1356630344695447554.png) @AKJay59396046 GingerMeow

GingerMeow posts on X about china, $nvda, $baba, $pltr the most. They currently have [------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1356630344695447554/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356630344695447554/c:line/m:interactions.svg)

- [--] Week [-----] +75%
- [--] Month [------] -16%
- [--] Months [------] +61%
- [--] Year [-------] -41%

### Mentions: [--] [#](/creator/twitter::1356630344695447554/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356630344695447554/c:line/m:posts_active.svg)

- [--] Months [---] +17%
- [--] Year [---] -19%

### Followers: [------] [#](/creator/twitter::1356630344695447554/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356630344695447554/c:line/m:followers.svg)

- [--] Week [---] +0.74%
- [--] Month [---] +1.90%
- [--] Months [---] +2.80%
- [--] Year [---] +47%

### CreatorRank: [---------] [#](/creator/twitter::1356630344695447554/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356630344695447554/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [countries](/list/countries)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands)  [us election](/list/us-election) 

**Social topic influence**
[china](/topic/china), [$nvda](/topic/$nvda), [$baba](/topic/$baba) #160, [$pltr](/topic/$pltr), [nvda](/topic/nvda), [baba](/topic/baba), [money](/topic/money), [stocks](/topic/stocks), [$vfc](/topic/$vfc), [countries](/topic/countries)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alibaba Group (BABA)](/topic/$baba) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [VF Corp (VFC)](/topic/$vfc) [Tesla, Inc. (TSLA)](/topic/$tsla) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [MercadoLibre Inc (MELI)](/topic/$meli) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Cooper-Standard Automotive Inc. (CPS)](/topic/$cps) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [RAI Finance (SOFI)](/topic/$sofi) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Sea Limited (SE)](/topic/$se) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [Comstock Resources, Inc. (CRK)](/topic/$crk) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Bitcoin (BTC)](/topic/$btc) [Starbucks Corporation (SBUX)](/topic/$sbux) [Costco Hot Dog (COST)](/topic/$cost) [Boeing Co (BA)](/topic/$ba) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Limitus (LMT)](/topic/$lmt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Raphfel let's consider "follow the money" take re EU carbon tax #ETS2 proposal out yesterday (12/18) $KEUA ETF tracks EU carbon credits +0.71% today on a red day (S&P -1.34%). Over the last year it is up +12.7% perfect hedge against inflation. Looks like EU misery ETF"  
[X Link](https://x.com/AKJay59396046/status/1604934427733561344)  2022-12-19T20:19Z [---] followers, [--] engagements


"@BrianTycangco Curious if the conflict in Ukraine has been good or bad advertising for $LMT $RTX"  
[X Link](https://x.com/AKJay59396046/status/1661424946906529800)  2023-05-24T17:32Z [---] followers, [--] engagements


"$NVDA traded 1.52x @MorningstarInc fair value (FV) in [----] till [----] incl. Post results last night its fair value raised 50% and at $390 pre-market $NVDA traded from down from 1.95x FV to 1.3x FV. Normalizing back to 1.52x FV implies target px $450 Not investment advice"  
[X Link](https://x.com/AKJay59396046/status/1661691605596659712)  2023-05-25T11:12Z [---] followers, [--] engagements


"@chigrl Buffet bought some $COF last quarter"  
[X Link](https://x.com/AKJay59396046/status/1661832242602168320)  2023-05-25T20:30Z [---] followers, [---] engagements


"@SquawkCNBC @HedgeFundTips Coming from CEO of $RTX saying what had been an unspeakable truth is major"  
[X Link](https://x.com/AKJay59396046/status/1671123012836372480)  2023-06-20T11:55Z [---] followers, [--] engagements


"@that_one_nerdy_ @balajis How do you think that's going to impact the valuations of publicly listed defence companies"  
[X Link](https://x.com/AKJay59396046/status/1678314116203642881)  2023-07-11T03:01Z [---] followers, [---] engagements


"@AndreasSteno Need a weak NOK now that oil prices are a lot lower. The govt needs to find ways to reduce their real costs of their obligations"  
[X Link](https://x.com/AKJay59396046/status/1678314975616483329)  2023-07-10T08:07Z [---] followers, [---] engagements


"@EnergyAbsurdity Carbon tax on top of fuel duty on petrol can solve the economic equation.and govts get to raise revenues and virtue signal at the same time"  
[X Link](https://x.com/AKJay59396046/status/1678844125070647296)  2023-07-11T19:39Z [---] followers, [--] engagements


"@BigMFSexy @MikeGeorgeCBS @NYPDnews Gaslighter. It's clear those girls are gangstas from hoods"  
[X Link](https://x.com/AKJay59396046/status/1688110036629811200)  2023-08-06T08:49Z [---] followers, [---] engagements


"@KingKong9888 How to become poor Go all in on the junior #gold #silver miners. Rick rule warns against these many many times"  
[X Link](https://x.com/AKJay59396046/status/1688887384954286080)  2023-08-08T12:18Z [---] followers, [---] engagements


"@JesseLeeDow1 Pure credit risk exposure in a banking business is not the most beautiful thing"  
[X Link](https://x.com/AKJay59396046/status/1689341225868865536)  2023-08-09T18:21Z [---] followers, [---] engagements


"@TheLongInvest Why wouldn't X just build its own native payment system. I can see @elonmusk partnering with multiple suppliers for $TSLA but I think he's too smart to deal with an equal-weight and be left strategically vulnerable. Suspect Musk more likely to copy $TCEHY's way"  
[X Link](https://x.com/AKJay59396046/status/1691404167837896704)  2023-08-15T10:59Z [---] followers, [--] engagements


"@JesseLeeDow1 @MortensenBach @HenrikZeberg @DaveHcontrarian There's always another inflation reduction act that circulates more money within or back within US border"  
[X Link](https://x.com/AKJay59396046/status/1692188245742760216)  2023-08-17T14:54Z [---] followers, [---] engagements


"@we_ivy_ @RChoongWilkins People want to get cheap deals on taobao and pinduoduo but they don't like to buy stocks and houses when prices drop or when they are dirt cheap but off consensus"  
[X Link](https://x.com/AKJay59396046/status/1692433174834343951)  2023-08-18T07:08Z [---] followers, [---] engagements


"Algos don't care. So watch out for opportunity to load up some $SOFI. Probably one of the cleanest bank out there without any legacy baggage like the older banks. Not investment advice"  
[X Link](https://x.com/AKJay59396046/status/1692530745514852803)  2023-08-18T13:35Z [---] followers, [---] engagements


"@JesseLeeDow1 @TaylorOgan Let's see. My partner's teacher friends are moving back to HK. For the $$. There's some demand from the international schools at least"  
[X Link](https://x.com/AKJay59396046/status/1692577822370414918)  2023-08-18T16:42Z [---] followers, [--] engagements


"@elonmusk can roll out changes voted = observe engagement + monetizable metrics over period of time and pivot as needed. When one is in public town sq and paying a vendor with cash there's no need to identify oneself like in a stasi state. So why on X"  
[X Link](https://x.com/AKJay59396046/status/1692598104439033903)  2023-08-18T18:03Z [---] followers, [--] engagements


"If one breaks fair use and respectful use policies suspension etc can be fair punishment"  
[X Link](https://x.com/AKJay59396046/status/1692598296227811798)  2023-08-18T18:04Z [---] followers, [--] engagements


"Let's wait till $PYPL is $400 per share and it'd become everyone's bestest and most obvious idea ever"  
[X Link](https://x.com/AKJay59396046/status/1693069578845266060)  2023-08-20T01:16Z [---] followers, [--] engagements


"@MortensenBach Interest rate isn't that high to begin with. It's only 10bps cut. Issue is confidence"  
[X Link](https://x.com/AKJay59396046/status/1693535302546071925)  2023-08-21T08:07Z [---] followers, [---] engagements


"@Micro2Macr0 Recent pivot to $PYPL could start bearing 🍓🍉🍌🍇🍏"  
[X Link](https://x.com/AKJay59396046/status/1693551763003973870)  2023-08-21T09:12Z [---] followers, [---] engagements


"@EdgeCGroup Bash $PYPL while sentiment is low and use more than half of the article to market your investment advisory services"  
[X Link](https://x.com/AKJay59396046/status/1693660729449103633)  2023-08-21T16:25Z [---] followers, [----] engagements


"@HalfArtScience @simpleinvest01 Maybe $S needs a change in management They were founded around the same time as $CRWD but the latter is miles ahead. I owned $CRWD"  
[X Link](https://x.com/AKJay59396046/status/1693912101755015176)  2023-08-22T09:04Z [---] followers, [---] engagements


"@KingKong9888 I despise Market Risk as much as Credit Risk.😂"  
[X Link](https://x.com/AKJay59396046/status/1694282743436206283)  2023-08-23T09:37Z [---] followers, [--] engagements


"@TaylorOgan This separates $TSLA from $NVDA. The latter has a product that delivers on the promise. Possible for $TSLA to rent someone else's white label FSD software that works"  
[X Link](https://x.com/AKJay59396046/status/1695492035136872498)  2023-08-26T17:42Z [---] followers, [--] engagements


"@Micro2Macr0 Doubt it. #Evergrande is not SOE"  
[X Link](https://x.com/AKJay59396046/status/1695841728404594824)  2023-08-27T16:52Z [---] followers, [---] engagements


""optimistic about US-China ties" Gina Raimondo Opposite tone from China hater and political hack Anthony Blinken. Let's hope #1 & #2 work together and solve global issues and make the world a richer place in wealth and opportunities"  
[X Link](https://x.com/AKJay59396046/status/1696122186744856880)  2023-08-28T11:26Z [---] followers, [--] engagements


"Delusional. Of course it will. And then worse deflation"  
[X Link](https://x.com/anyuser/status/1697001828401951107)  2023-08-30T21:42Z [--] followers, [--] engagements


"@DrLoupis Hawaii is already a colony for exploitation by mainland interests. Ukraine is in the process of being colonized so need to keep bribing its rulers to keep destroying their own country inside out. Once war is over mainland interests can sink their teeths in reconstruction"  
[X Link](https://x.com/AKJay59396046/status/1697143215051124918)  2023-08-31T07:04Z [---] followers, [--] engagements


"@RayJPolitics1 @KingKong9888 The Europeans weren't most with the regulatory changes and the unpredictability from the US inflation reduction act. People only complain about the regulatory landscape when it doesn't benefit them as much as it used to"  
[X Link](https://x.com/AKJay59396046/status/1698596712921608433)  2023-09-04T07:19Z [---] followers, [--] engagements


"@WallStreetSilv Also China is trying to prop up the Yuan. The Japanese Yen collapse against USD is even more staggering. It's just the cycle. It's worth reflecting [--] years from now where the next peak in CN holding of USTs is.if it's lower than the last peak"  
[X Link](https://x.com/AKJay59396046/status/1698604123191443679)  2023-09-04T07:49Z [---] followers, [--] engagements


"@robertsepehr @pauldbowen Genetic degradation Some eugenics shit you're spilling. Guilt and slave morality thanks to Christianity is Europe's self destruct button. Letting those people in thanks to the guilt industrial complex of your Left politicians media and consultants. Problem is your own people"  
[X Link](https://x.com/AKJay59396046/status/1698974000716595547)  2023-09-05T08:19Z [---] followers, [--] engagements


"@OborneTweets @Kathleen_Tyson_ Long tradition of anti semiticism among the socialist ideologies such as National Socialists and Marxists. Those ideologies attract individuals with an authoritarian temperament"  
[X Link](https://x.com/AKJay59396046/status/1700330129459691963)  2023-09-09T02:07Z [---] followers, [---] engagements


"@ConceptualJames Bush Jr's with us or against us tribalism has normalised collectivist thinking in America. What comes after is not a surprise"  
[X Link](https://x.com/AKJay59396046/status/1700333738356285765)  2023-09-09T02:22Z [---] followers, [--] engagements


"@KingKong9888 @Alyon4444 Confusing choice of color gradient. Pink means more rain than red. The pink corridor all the way down to Island is the wettest. Airport express train OK I hope"  
[X Link](https://x.com/AKJay59396046/status/1700344393830404547)  2023-09-09T03:04Z [---] followers, [--] engagements


"@pstAsiatech Indonesia is now ahead of all of south east Asia in terms of HSR"  
[X Link](https://x.com/AKJay59396046/status/1700467592568209654)  2023-09-09T11:14Z [---] followers, [---] engagements


"@AsianDialogue @KingKong9888 Not true. Policies here are actually anti-growth. Not GDP obsessed. All values/virtues. GDP growth have been relegated in favour of climate crisism and net zero etc. Supposedly flooding the mkt with cheap labour is actually anti-growth as it keeps productivity growth low eg UK"  
[X Link](https://x.com/AKJay59396046/status/1701177779142766836)  2023-09-11T10:16Z [---] followers, [--] engagements


"@Kathleen_Tyson_ I miss Hong Kong. Beautiful skyline and mountains. Have fun"  
[X Link](https://x.com/AKJay59396046/status/1701712361038520561)  2023-09-12T21:40Z [---] followers, [--] engagements


"@wideawake_media 'Scientists' and 'activists' who depend on govt and certain foundation grants seem to disagree. If they agree they'd lose their funding. So much manufactured science in the climate science it really is just alchemy. Climate is always naturally changing. Deal with it"  
[X Link](https://x.com/AKJay59396046/status/1701896329167806729)  2023-09-13T09:51Z [---] followers, [----] engagements


"@WallStreetSilv But labour participation rate is a better indicator than 'unemployment rate' that eliminates the base of those who are long term non-participating"  
[X Link](https://x.com/AKJay59396046/status/1702065996599570464)  2023-09-13T21:05Z [---] followers, [--] engagements


"Can't compete with US tech fine them. Can't compete with Chinese NEV slap 10% tariff. EU is a loser and a dysfunctional corporation and a career playground for politicians who fail at national level. Pathetic @vonderleyen"  
[X Link](https://x.com/AKJay59396046/status/1702210982792122541)  2023-09-14T06:41Z [---] followers, [--] engagements


"@scienceisstrat1 You need more critical thinking. Chart not adjusted for fallen prices & CNY. Even per USD equiv it's off the lows. Need log chart going back into early 1990s not just last [--] yrs shown. Plus % foreign ownership. Volatile foreign ownership trend not unusual in EM"  
[X Link](https://x.com/AKJay59396046/status/1703306014940921900)  2023-09-17T07:12Z [---] followers, [--] engagements


"@janekin24 @CHDC2983 @joiedevivre789 The Ukrainians are fighting like someone being forced to work on notice period. Maybe the ATACMS could turn things around. It's telling that Biden admin is dithering. Dems will be toast if a war is suddenly provoked between US and Russia directly"  
[X Link](https://x.com/AKJay59396046/status/1703325466885869569)  2023-09-17T08:30Z [---] followers, [---] engagements


"@longshortgamma @joiedevivre789 @georgegalloway Multi millionaire if not multi billionaire politicians are not the same as plebish convicts. The former are political refugees"  
[X Link](https://x.com/AKJay59396046/status/1703326148988416241)  2023-09-17T08:32Z [---] followers, [--] engagements


"@SturgesOpinie @EvaVlaar Roman elites used privileges to muscle out farmers. Ex farmers moved to cities depended on welfarism and embraced religion of oppressed called Christianity (now we have woke). Instability. Plebs became serfs bondaged slaves but allowed to breed. Human agency stolen"  
[X Link](https://x.com/AKJay59396046/status/1703768839920439629)  2023-09-18T13:52Z [---] followers, [--] engagements


"Equity is anti-poor as it is the poor who needed a shot to be excellent at something and be recognised as such to move up and breakaway. Equity is the middle class way of pulling the rug on the lower classes Extremists are destroying AP & honors classes to enforce equity in public schools all around the SF Bay Area. They are banning math This time it is in Woodside Menlo-Atherton and Redwood City schools. If you live in the SF Peninsula speak out now 👇 https://t.co/qmHuBaJ8rL Extremists are destroying AP & honors classes to enforce equity in public schools all around the SF Bay Area. They"  
[X Link](https://x.com/AKJay59396046/status/1704270416884248703)  2023-09-19T23:05Z [---] followers, [--] engagements


"If you own @CNN parent $WBD you really seem to love to become poor. CNN viewers drop to new low: [------]. For perspective my daily videos get twice that and I'm a random guy filming on an iphone 🤯 https://t.co/0XJU6hqwON CNN viewers drop to new low: [------]. For perspective my daily videos get twice that and I'm a random guy filming on an iphone 🤯 https://t.co/0XJU6hqwON"  
[X Link](https://x.com/AKJay59396046/status/1704517675131474220)  2023-09-20T15:27Z [---] followers, [---] engagements


"@stephenWalt Morality is relative and keeps changing with the times. Principles aren't. There's no principle in defending the genocide on Ukrainian men being sent to die in a preventable proxy war"  
[X Link](https://x.com/AKJay59396046/status/1705592986296369417)  2023-09-23T14:40Z [---] followers, [--] engagements


"@Couch_Investor I'm in $SOFI $PYPL. Thinking of $ADYEY but fear that it might be too early given the stage of the price action it's in. @TheLongInvest thoughts"  
[X Link](https://x.com/AKJay59396046/status/1705666923315302877)  2023-09-23T19:34Z [---] followers, [--] engagements


"@vonderleyen @JoeBiden the voices in Asia think your regimes are racist. Maybe you should snap off out of your bubble and reflect on your hypocrisy"  
[X Link](https://x.com/AKJay59396046/status/1708380238596452529)  2023-10-01T07:16Z [---] followers, [--] engagements


"Both monthly jobs (which have been quietly revised down) and now GDP growth revised down. The recipe for sustainable growth and resilient employment that defined rising real rates post war ans up till 1970s are simply not there"  
[X Link](https://x.com/AKJay59396046/status/1709866519294099589)  2023-10-05T09:42Z [---] followers, [--] engagements


"In finance the religion is interest rate = God"  
[X Link](https://x.com/AKJay59396046/status/1710492188008964371)  2023-10-07T03:08Z [---] followers, [--] engagements


"Don't agree with @yanisvaroufakis on most things but he's right German capitalists don't want $EUR and its bond markets to scale and enjoy the same exhorbitant privilege of $USD. I earn $EUR so I want a sharp irreversible German de-industrialization"  
[X Link](https://x.com/AKJay59396046/status/1711201233309171733)  2023-10-09T02:05Z [---] followers, [--] engagements


"$C end of an era"  
[X Link](https://x.com/AKJay59396046/status/1711218278918668649)  2023-10-09T03:13Z [---] followers, [--] engagements


"Positions: $NVDA $MELI $BABA $TCEHY $KWEB $PYPL $PLTR $SE $META $SOFI $BIDU"  
[X Link](https://x.com/AKJay59396046/status/1711460081693581784)  2023-10-09T19:14Z [---] followers, [---] engagements


"It is because non-mainland investors in offshore chinese RE debt are the biggest losers the so-called property crisis gets outsized coverage by Western media. They took the risk chased dumb deals so just eat it"  
[X Link](https://x.com/AKJay59396046/status/1711657140761637210)  2023-10-10T08:17Z [---] followers, [--] engagements


"@undertalesonic @andrewa @ianbremmer @TIKhistory You need to justify your assertion. Else you're making rubbish allegations. And you before you dig a bigger hole for yourself watch out for Platonic spiral in your conception of good vs bad. A bit of facts and empricism go a long way just sayin"  
[X Link](https://x.com/AKJay59396046/status/1712284507993440672)  2023-10-12T01:50Z [---] followers, [--] engagements


"@Harvard is degenerating in real time. This is the cancer of surplus elites who control the bureaucracy of colleges like @Harvard. These surplus elites are winning unfortunately"  
[X Link](https://x.com/anyuser/status/1712290280064634948)  2023-10-12T02:13Z [--] followers, [--] engagements


"@RealCandaceO Personally I believe monogamy has a tendency to bolster the devouring mother archetype. It emascuates men and make them weak enough to be governable. Downside is softening of society that leads to politics of the weak ie politics of pathological compassion like #loveislove"  
[X Link](https://x.com/AKJay59396046/status/1712633201435537544)  2023-10-13T00:55Z [---] followers, [--] engagements


"Of course it's broken. Our aka US-led financial system is mis-regulated with the christening by the elusive Basel committee and the existence of central banks headed by bureaucrats and divined by pseudo-religious macroeconomists. It's a bad religion"  
[X Link](https://x.com/AKJay59396046/status/1712648992310657422)  2023-10-13T01:58Z [---] followers, [--] engagements


"Good to know if you're curious about oil markets. Monthly data not the noisy model-projected weekly data from IEA. Or pay for daily pipeline flows"  
[X Link](https://x.com/AKJay59396046/status/1712656633082613880)  2023-10-13T02:28Z [---] followers, [--] engagements


"@zhao_dashuai China can retake Taiwan officially any time and will probably beat America at home. But the downside is that China loses significant amount of progress it's made in making itself indispensable to rest of the world. Unlike Russia China is not energy self-sufficient"  
[X Link](https://x.com/AKJay59396046/status/1713470523047559260)  2023-10-15T08:23Z [---] followers, [---] engagements


"@WallStreetSilv Mind virus is back in Poland. Thanks to the democratic process"  
[X Link](https://x.com/AKJay59396046/status/1713728419471696305)  2023-10-16T01:27Z [---] followers, [--] engagements


"Ultimately are we confident if $NVDA will post resilient growth despite the anti-business and anti-capitalism policies from @POTUS For now we can still be"  
[X Link](https://x.com/AKJay59396046/status/1714582579221795172)  2023-10-18T10:01Z [---] followers, [--] engagements


"Did you sell out of $NVDA because of ridiculous anti-business Biden China chip ban I didn't. Keep calm and carry on"  
[X Link](https://x.com/AKJay59396046/status/1715251626175295835)  2023-10-20T06:20Z [---] followers, [--] engagements


"Just keep issuing more and more debt to cover both the extra spending and higher coupon costs. This is a great opportunity for US pension funds to repair their actuarial deficits - at the expense of young Americans today muahahahha 🤣"  
[X Link](https://x.com/AKJay59396046/status/1716000294838980973)  2023-10-22T07:55Z [---] followers, [--] engagements


"But Singapore had a history of being razed down to rubble during periods of great and regional power competition. It was the utter destruction of previous iteration of Singapore that gave way to the rise of Malacca. Good luck"  
[X Link](https://x.com/AKJay59396046/status/1716155443544764718)  2023-10-22T18:11Z [---] followers, [--] engagements


"Deflation in Europe"  
[X Link](https://x.com/AKJay59396046/status/1716392251272618474)  2023-10-23T09:52Z [---] followers, [--] engagements


"Useful to know. A fund manager says to avoid being too wrong have half your trades in consensus trades and the other half in the sloppiest opportunities you can find"  
[X Link](https://x.com/AKJay59396046/status/1717086819357995367)  2023-10-25T07:52Z [---] followers, [--] engagements


"@shaunrein Not to mention reduced appetite of Western banks to lend USD to entities thought to be state-linked. This makes trade much harder for China"  
[X Link](https://x.com/AKJay59396046/status/1717094446456602957)  2023-10-25T08:23Z [---] followers, [---] engagements


"@Kendrick_m4 @shaunrein The central huijin seem to be buying on A shares especially banks. But large swathes of offshore/HK listed internet companies not so much. State entities don't have enough money or unwilling to support China's entire capital markets"  
[X Link](https://x.com/AKJay59396046/status/1717095067251269655)  2023-10-25T08:25Z [---] followers, [--] engagements


"@profstonge Solar 'darling' $ENPH down -64% YTD"  
[X Link](https://x.com/AKJay59396046/status/1717245119911366845)  2023-10-25T18:21Z [---] followers, [--] engagements


"My US positions are puking more blood than Non-US ones even more than CN ones #equities"  
[X Link](https://x.com/AKJay59396046/status/1717246230802157572)  2023-10-25T18:26Z [---] followers, [--] engagements


"@Kanthan2030 @Kathleen_Tyson_ When will India start growing in double digits"  
[X Link](https://x.com/AKJay59396046/status/1717425577613750632)  2023-10-26T06:19Z [---] followers, [--] engagements


"Not a great look for $MU. Former high profile investor in $MU Pabrai Investments fully exited $MU in Q2 this year"  
[X Link](https://x.com/AKJay59396046/status/1717886387817414948)  2023-10-27T12:50Z [---] followers, [--] engagements


"$DIS love the parks business. But studio content creation business is a much tougher business. Prefer $LVMUY which also came down a lot"  
[X Link](https://x.com/AKJay59396046/status/1718141520866316672)  2023-10-28T05:43Z [---] followers, [--] engagements


"@darioperkins My impression is that negative equity doesn't mean game over for the CB's existence but rather bad optics that diminishes the institution's political power"  
[X Link](https://x.com/AKJay59396046/status/1718354188894085122)  2023-10-28T19:48Z [---] followers, [---] engagements


"Seasonality. Rinse and repeat. I've been doing some buying last three months incl new positions $PYPL $BIDU $LVMUY $CPS. Added more to $SE $SOFI $BABA $TCEHY"  
[X Link](https://x.com/AKJay59396046/status/1718387030156046707)  2023-10-28T21:59Z [---] followers, [---] engagements


"@ftr_investors @nvidia @YahooFinance @EconomyApp I own $NVDA but what's your assessment of the risk of developers moving from CUDA to ASCEND Would it be just be limited to Asia-based developers"  
[X Link](https://x.com/AKJay59396046/status/1718388570178687194)  2023-10-28T22:05Z [---] followers, [--] engagements


"Brainless patriotism. Having said that economic financial and political dominance maintained through some nasty efforts have benefited many investors in US equities. Just don't be stupid to moralize over it. Benefit from it"  
[X Link](https://x.com/AKJay59396046/status/1719606560916164860)  2023-11-01T06:45Z [---] followers, [--] engagements


"@KingKong9888 @LukeGromen Every country should 1) remonetize their currencies with gold/silver/commodity reserves 2) have dynamic capital control mechanism in place and 3) currency swaps with friendly supplier nations. Unless you're America not having those things is civilisational suicide"  
[X Link](https://x.com/AKJay59396046/status/1719626043982545007)  2023-11-01T08:02Z [---] followers, [--] engagements


"$RSP -0.08% vs $SPY +0.50% $NVDA +2.43%"  
[X Link](https://x.com/AKJay59396046/status/1719736819057586591)  2023-11-01T15:23Z [---] followers, [--] engagements


"$MELI Q3 earnings is lit🔥🔥🔥🔥🌟🌟🌟🌟"  
[X Link](https://x.com/AKJay59396046/status/1719810876750901745)  2023-11-01T20:17Z [---] followers, [---] engagements


"Could $DIS exit from India Hotstars be signs of the future of US-based network or platform related businesses operating in India What's $GOOGL $GOOGL $META runway in India India is 20-30 years behind China in terms of building its native platform economies"  
[X Link](https://x.com/AKJay59396046/status/1720018759191003387)  2023-11-02T10:03Z [---] followers, [--] engagements


"$VFC seems very sloppy but turnaround is in sight with new CEO"  
[X Link](https://x.com/AKJay59396046/status/1720023253211586674)  2023-11-02T10:21Z [---] followers, [---] engagements


"$PLTR +13.87% premarket. Earnings indicate acceleration in commercial segment. Let's see how it performs during regular trading. It's #7 in my portfolio. A hold for me"  
[X Link](https://x.com/AKJay59396046/status/1720048520944595253)  2023-11-02T12:01Z [---] followers, [---] engagements


"$PYPL (#6) new CEO debut earnings + new CFO. Yesterday's earnings may be pivotal. Always early days until it's ex-post then too late to grab a multi-bagger $MELI (#2) absolutely flawless suspect more climbing in weaks ahead given seasonality + easy story to lacth on"  
[X Link](https://x.com/AKJay59396046/status/1720050129795739719)  2023-11-02T12:08Z [---] followers, [---] engagements


"Also reporting today after market is new microcap autoparts supplier to OEM $CPS (#14). Special situation / turnaround + auto + demographic etc Follow @HedgeFundTips on this one $PLTR +13.87% premarket. Earnings indicate acceleration in commercial segment. Let's see how it performs during regular trading. It's #7 in my portfolio. A hold for me https://t.co/Pscw6XyzGL $PLTR +13.87% premarket. Earnings indicate acceleration in commercial segment. Let's see how it performs during regular trading. It's #7 in my portfolio. A hold for me https://t.co/Pscw6XyzGL"  
[X Link](https://x.com/AKJay59396046/status/1720051472463794482)  2023-11-02T12:13Z [---] followers, [---] engagements


"Forgot to mention $VFC is newest position rank #13. Still down -5% after buying yesterday. $LVMUY #12 a much easier story without the gut wrench but $VFC possibly bigger upside. Initial capital wise both are similarly allocated. These are my only branded retail"  
[X Link](https://x.com/AKJay59396046/status/1720072771194212732)  2023-11-02T13:38Z [---] followers, [--] engagements


"$NVDA $MELI $BABA $TCEHY $KWEB $PYPL NEW '23 $PLTR $SE $META $SOFI $BIDU RE-ENTRY '23 $LVMUY RE-ENTRY '23 $VFC NEW '23 $CPS NEW '23 $TCNNF I was drunk"  
[X Link](https://x.com/AKJay59396046/status/1720074042609435039)  2023-11-02T13:43Z [---] followers, [----] engagements


"$PLTR +19% live trading. Now ranks above $PYPL +5%. $MELI +4% $VFC +5. 9% $LVMUY +4% $SOFI +5%"  
[X Link](https://x.com/AKJay59396046/status/1720087252867666171)  2023-11-02T14:35Z [---] followers, [---] engagements


"Exited $CURLF trimmed $TCNNF to fund $VFC. Latter is a better idea since brands have moat generic products don't and would make back the loss on disposal. Will ride weed with rest of $TCCNF. Weed not my proudest deployment of capital"  
[X Link](https://x.com/AKJay59396046/status/1720088107935301912)  2023-11-02T14:38Z [---] followers, [---] engagements


"Eating $EXPE $BKNG lunch"  
[X Link](https://x.com/AKJay59396046/status/1720089627695169933)  2023-11-02T14:44Z [---] followers, [---] engagements


"$PLTR back below $PYPL. $VFC passes $LVMUY"  
[X Link](https://x.com/AKJay59396046/status/1720100543002247176)  2023-11-02T15:28Z [---] followers, [---] engagements


"@Teh_Snowflake @Kathleen_Tyson_ Don't misuse term liberal. There are no real liberals left among the elites in power. They are either cultural Marxists or other variants of Hegelianism. Fundamentally they believe in collectivism and permissioned freedom ie we're free to do and believe only what they approve"  
[X Link](https://x.com/AKJay59396046/status/1720105185572257834)  2023-11-02T15:46Z [---] followers, [----] engagements


"We need a bancor to facilitate free market for trades between nations"  
[X Link](https://x.com/AKJay59396046/status/1720118418668458191)  2023-11-02T16:39Z [---] followers, [---] engagements


"@bariweiss @TheFP How the Bari has fallen from the vine She's part of the swarm. A controlled opposition until there's an issue that matters and falls in line. Once a @nytimes always a @nytimes shill. How about kids don't fancy seeing other kids being bombed"  
[X Link](https://x.com/AKJay59396046/status/1720119598593261744)  2023-11-02T16:44Z [---] followers, [--] engagements


"@theallinpod @DavidSacks will discuss $PYPL senior revamp in the podcast"  
[X Link](https://x.com/AKJay59396046/status/1720130846177284507)  2023-11-02T17:28Z [---] followers, [---] engagements


"@GameofTrades_ @albertedwards99 Err.at current interest rates companies are reducing debt"  
[X Link](https://x.com/AKJay59396046/status/1720213884856881277)  2023-11-02T22:58Z [---] followers, [----] engagements


"@elerianm Insurance companies have lots of fun hedging"  
[X Link](https://x.com/AKJay59396046/status/1720240097990242440)  2023-11-03T00:42Z [---] followers, [--] engagements


"@HedgeyeChina If the wall street bankers can pull it off why not There are always enough lobotomized 'investors' out there willing to offtake from the institutionals from the IPO"  
[X Link](https://x.com/AKJay59396046/status/1721848008763937230)  2023-11-07T11:12Z [---] followers, [---] engagements


"@SethCL Maybe banks will start lending more outside of prime corp if bearing credit risk pays even better"  
[X Link](https://x.com/AKJay59396046/status/1721909535428706801)  2023-11-07T15:16Z [---] followers, [--] engagements


"@ImOneWithTheKop He was irredeemable when he came out against supreme court ruling to end anti-Asian affirmative action at US colleges. And also support for intermittent renewables that have dismantled Germany's energy independence. He's an 1diot through and through"  
[X Link](https://x.com/AKJay59396046/status/1722207279553122535)  2023-11-08T10:59Z [---] followers, [--] engagements


"Meaning USTs and the US sovereign has credit risk.like EM credit"  
[X Link](https://x.com/AKJay59396046/status/1722524293408375162)  2023-11-09T07:59Z [---] followers, [--] engagements


"$BN blasted by higher interest expenses. If I were to look at asset backed biz $HNGKY (6.8% Fwd Div yield) may be quite interesting trading under 0.22x book says @gloomboomdoom in recent YT interview https://www.youtube.com/watchv=GksY5TASYQw Also worth noting: * GAAP net income quadrupled on a sequential basis and DE before realizations also grew. The y/y comp for BN is tough because of all the rate hikes that took place between last year and this year (ups interest expenses) but if we use Q2 as the "base period" https://www.youtube.com/watchv=GksY5TASYQw Also worth noting: * GAAP net income"  
[X Link](https://x.com/AKJay59396046/status/1722643481712067005)  2023-11-09T15:53Z [---] followers, [---] engagements


"As of now with target %-upside from here $NVDA +52% $MELI +38% $TCEHY +161% $BABA +165% $KWEB +64% $PLTR N/A $PYPL +191% $SE +83% $META +6% $CPS +100% (+48% near term) $SOFI +112% $VFC +337% $LVMUY +62% $BIDU +72% $TCNNF +127%"  
[X Link](https://x.com/AKJay59396046/status/1722648565678240255)  2023-11-09T16:13Z [---] followers, [----] engagements


"🤫🤭 last night's videocast below proved prophetic for $CPS +5.12% reclaiming some of yesterday's shakedown. Deployed more into $VFC today"  
[X Link](https://x.com/AKJay59396046/status/1723031988276277501)  2023-11-10T17:36Z [---] followers, [---] engagements


"Agree buy USD denominated private sector (certain stocks) or directly held (precious metals houses) even in times of peace"  
[X Link](https://x.com/AKJay59396046/status/1723683194128474585)  2023-11-12T12:44Z [---] followers, [--] engagements


"Troubled $IBM is insidiously getting its financially illetrate employees to lend it money by grabbing their (employees) 401K investments under the guise of 'defined benefit' pension scheme. Alerted by @profplum99 during interview with @JeffSnider_AIP"  
[X Link](https://x.com/AKJay59396046/status/1723990816069239157)  2023-11-13T09:06Z [---] followers, [--] engagements


"elites seem aligned with some form of unity on major geopolitical issues with focus on national interest (over petty politics that typify Southeast Asian basket-cases). Kudos to Jokowi. If this continues we can continue to be bullish on stocks📈 $EIDO"  
[X Link](https://x.com/AKJay59396046/status/1724389616327786844)  2023-11-14T11:31Z [---] followers, [--] engagements


"What a difference a day makes Added to $VFC over the last [--] days @$15.43 p/s. Stock trading c. that level today. Might close lower today but still nice to see my awful market timing getting bailed out by strong price recovery. Psst.overall cost basis $14.45 p/s"  
[X Link](https://x.com/AKJay59396046/status/1724440585728098644)  2023-11-14T14:54Z [---] followers, [---] engagements


"$VFC $15.53 p/s now"  
[X Link](https://x.com/AKJay59396046/status/1724441725203108035)  2023-11-14T14:58Z [---] followers, [--] engagements


"@fundstrat: evidence says stocks go up @DivesTech: buy $AAPL Pretty timeless advice that's worked pretty well statistically"  
[X Link](https://x.com/AKJay59396046/status/1724600181604155767)  2023-11-15T01:28Z [---] followers, [---] engagements


"Some positive pre-market activity in $SE. If this holds and improves for the rest of the year then there's no real motivation to add more since I'm not able to buy at much lower below levels during Q2 earnings crash. My next $$ is biased towards allocating to $VFC"  
[X Link](https://x.com/AKJay59396046/status/1724719134347325732)  2023-11-15T09:21Z [---] followers, [---] engagements


"$VFC @$17.58 p/s +12.88%. One more day like this if it might clear the $19-20 p/s area and escape the valley of death"  
[X Link](https://x.com/AKJay59396046/status/1724822490189385957)  2023-11-15T16:11Z [---] followers, [--] engagements


".critical to keep in mind that revenues were up 9% and earnings-per-share was up 21% year-over-year. @HedgeFundTips $BABA via @BarronsOnline"  
[X Link](https://x.com/AKJay59396046/status/1725162916951761098)  2023-11-16T14:44Z [---] followers, [---] engagements


"@Villgecrazylady @committeeonccp @Apple @blackstone @BlackRock @Boeing @Mastercard @RepGallagher He wants more from $AAPL and $HON too"  
[X Link](https://x.com/AKJay59396046/status/1725164923641040930)  2023-11-16T14:52Z [---] followers, [---] engagements


"@TonyNashNerd @SantiagoAuFund Instead of being condescending maybe you need to step out of your US bubble and live in different countries. A dollar buys different things in different places. One of the cheapest place to buy an iPhone is in HK of all places. Get educated"  
[X Link](https://x.com/AKJay59396046/status/1726337319559663742)  2023-11-19T20:31Z [---] followers, [--] engagements


"@KhurrumM @paulg But they needed to be fit and proper as board members and ran consultations at least with their single largest investor $MSFT. What we saw was bad form"  
[X Link](https://x.com/AKJay59396046/status/1726388273092665686)  2023-11-19T23:53Z [---] followers, [--] engagements


"@ftr_investors @geeksguidenet Their Q3 ends [--] Oct"  
[X Link](https://x.com/anyuser/status/1726708669021405622)  2023-11-20T21:06Z [--] followers, [--] engagements


"This means the system of governance via the cloaked moneyed elites is very unstable for the plebs who are also the subjects for exploitation as foreign countries that get pillaged"  
[X Link](https://x.com/AKJay59396046/status/1727955525994795235)  2023-11-24T07:41Z [---] followers, [--] engagements


"In western countries with this form of governance brightest minds go into private sectors of moneyed elites. Stupid ones go into the govt and civil service. Quite true for UK. Its public servants central bank and financial regulator are looked down on even by other Europeans"  
[X Link](https://x.com/AKJay59396046/status/1727956588810416423)  2023-11-24T07:45Z [---] followers, [--] engagements


"If Islam were the erstwhile globalist movement when Bharat got eaten up bit by bit by Islamic invaders (Mongolia Turkic Pashtun Persian) so is today's secular globalism. Just like Islam back then modern globalism is evolving"  
[X Link](https://x.com/AKJay59396046/status/1727973558154858830)  2023-11-24T08:52Z [---] followers, [--] engagements


"* Mongolia refers to Turkic-Mongolic Mughal"  
[X Link](https://x.com/AKJay59396046/status/1727976138813632903)  2023-11-24T09:03Z [---] followers, [--] engagements


"@Linahuaa @KingKong9888 $NVDA will keep supplying the chips. Lower performance ones which can be re-combined. Non-sanctioned countries can also intermediate $NVDA's H200 though not in amounts required"  
[X Link](https://x.com/AKJay59396046/status/1727983041610473736)  2023-11-24T09:30Z [---] followers, [---] engagements


"$BABA splicing off its cloud unit via IPO was supposed to be ex-CEO's Daniel Zhang's parting gift. But months later in Sep Zhang stepped down as head of cloud. Hindsight 20/20 that could've been a clue re change in direction by top mgmt rather than the lame excuse last week"  
[X Link](https://x.com/AKJay59396046/status/1728079408869577160)  2023-11-24T15:53Z [---] followers, [--] engagements


"@ftr_investors Nice upside"  
[X Link](https://x.com/AKJay59396046/status/1728392784531308605)  2023-11-25T12:38Z [---] followers, [---] engagements


"@Kanthan2030 Cancel the liberal arts programs at universities as a start. That's where useless and unskilled surplus elites are created. Not sure why these poor countries aren't prioritising STEM degrees and polytechnic diplomas like SG did if they want to modernise and industrialise"  
[X Link](https://x.com/AKJay59396046/status/1728767629920555465)  2023-11-26T13:28Z [---] followers, [---] engagements


"My $MELI TP $1995 p/s or c.+25% from current levels"  
[X Link](https://x.com/AKJay59396046/status/1729227232520892624)  2023-11-27T19:54Z [---] followers, [--] engagements


"Pretty sure the Iraqis and Afghans agree with you and your hollow buzzwords Not to mention Israeli conscripts who're fighting on behalf of your henchman regime in the Middle East"  
[X Link](https://x.com/AKJay59396046/status/1729242693065429011)  2023-11-27T20:56Z [---] followers, [--] engagements


"Toxic $FSR. No one executes like @elonmusk. Knowing how Europeans are like in general not confident their incrementalist and consensus seeking predispositions are cut out to pull off another $TSLA. So Big NO to $FSR $LCID and OEMs"  
[X Link](https://x.com/AKJay59396046/status/1729258032083718572)  2023-11-27T21:56Z [---] followers, [---] engagements


"@StavrosLam @FT Good point. But I don't think Hagia Sophia has been converted to a mosque. And the dome structure was originally Orthodox"  
[X Link](https://x.com/AKJay59396046/status/1729305121702449217)  2023-11-28T01:04Z [---] followers, [--] engagements


"@MarioNawfal @Kathleen_Tyson_ It's collective punishment on Israeli producers. Not appropriate"  
[X Link](https://x.com/AKJay59396046/status/1729993360247488947)  2023-11-29T22:38Z [---] followers, [---] engagements


"@Banana3Stocks So $NVDA gonna go bananas"  
[X Link](https://x.com/AKJay59396046/status/1730300111731777807)  2023-11-30T18:57Z [---] followers, [---] engagements


"Can't expect world to care if you have little to bring to table that benefits them. It's biz. Too many benefit from Palestinians as oppressed ppl incl. Hamas aid agencies and Arabs using issue to keep Israel in check etc. No credible rep for Palestinians to do biz with"  
[X Link](https://x.com/AKJay59396046/status/1730517142825570524)  2023-12-01T09:20Z [---] followers, [--] engagements


"@pstAsiatech Reflexively this justifies China's restrictions on US search / social media companies regarding exporting China-based user data out of the great firewall"  
[X Link](https://x.com/AKJay59396046/status/1730556893662236997)  2023-12-01T11:58Z [---] followers, [--] engagements


"Pay up and don't be a difficult customer is the lesson here Oh India. Much of this is thanks to Modi govt's meddling in how Indian buyers should pay for the imports 🤦♂😾"  
[X Link](https://x.com/AKJay59396046/status/1730557662331277577)  2023-12-01T12:01Z [---] followers, [--] engagements


"@HedgeFundTips Just like the Fed setting interest rate"  
[X Link](https://x.com/AKJay59396046/status/1730653417217937664)  2023-12-01T18:21Z [---] followers, [----] engagements


"@xruiztru Whatever it is it's climate change caused by copious CO2 emissions which are 100% human-induced. If disagree you're an anti-science climate change denier bigot 🤣 sarcasm"  
[X Link](https://x.com/AKJay59396046/status/1730948659099971917)  2023-12-02T13:54Z [---] followers, [--] engagements


"@Kross_Roads @TheLongInvest How does PayPal manage the credit risk"  
[X Link](https://x.com/AKJay59396046/status/1730986776896893431)  2023-12-02T16:26Z [---] followers, [---] engagements


"@thinking_panda Inaccurate. The Stan countries were part of the Russian empire when Russia was invided. Mongolia was part of China during opium war. Hence entire contiguous Eurasia was invaded"  
[X Link](https://x.com/AKJay59396046/status/1731171192814415925)  2023-12-03T04:39Z [---] followers, [--] engagements


"@pstAsiatech Margin pressure ON $ASML EUV machines too"  
[X Link](https://x.com/AKJay59396046/status/1731299396212445213)  2023-12-03T13:08Z [---] followers, [---] engagements


"@Kathleen_Tyson_ @BeijingDai Dump $RTX $LMT $HII stocks"  
[X Link](https://x.com/AKJay59396046/status/1731318972581105936)  2023-12-03T14:26Z [---] followers, [--] engagements


"@zhao_dashuai 2nd paragraph is confusing. Baghdad and Kiev are in Eurasia"  
[X Link](https://x.com/AKJay59396046/status/1731327179168866649)  2023-12-03T14:59Z [---] followers, [---] engagements


"@SethCL How does he know what's priced in and what's not His divine gnosis"  
[X Link](https://x.com/AKJay59396046/status/1731406985952653418)  2023-12-03T20:16Z [---] followers, [--] engagements


"@donnelly_brent @TgMacro Scared on bonds because of credit risk"  
[X Link](https://x.com/AKJay59396046/status/1731473617345450061)  2023-12-04T00:40Z [---] followers, [---] engagements


"@leximeier @SethCL You know banks like MS and GS sell structured products that claim to guarantee a certain min return. If investors are scared they'd buy these products. Not to mention bread and butter of Wall St is fixed income. Bias is always end of the world. People like Wilson are part of it"  
[X Link](https://x.com/AKJay59396046/status/1731941536642793973)  2023-12-05T07:40Z [---] followers, [--] engagements


"@thinking_panda Curious if @GinaRaimondo would be as hard if it were $INTC. Probably not. $INTC probably lobbied DC so much that it'd have gotten away with things $NVDA can't. Can't rule out racial elements. It's Biden admin after all"  
[X Link](https://x.com/AKJay59396046/status/1731947127310311676)  2023-12-05T08:02Z [---] followers, [---] engagements


"@Feargal_Sharkey @Kathleen_Tyson_ @EnvAgency What pays the agency Annual dues from the water companies which also recruit workers of the agency as compliance officers Regulatory capture"  
[X Link](https://x.com/AKJay59396046/status/1731968356025041208)  2023-12-05T09:26Z [---] followers, [--] engagements


"🖕to Raimando $NVDA"  
[X Link](https://x.com/AKJay59396046/status/1732298254581125361)  2023-12-06T07:17Z [---] followers, [--] engagements


"@RnaudBertrand @PaulVikingGlob1 China is 22% bigger than US on PPP basis. Electricity generation wise China rockets pass US since 2010-ish 🚀. Could China be even hiding its real economy to avoid Western curbs"  
[X Link](https://x.com/AKJay59396046/status/1732512499155558624)  2023-12-06T21:29Z [---] followers, [---] engagements


"South Korea won't be South Korea if foreigners who outbreed the natives but don't Koreanize. Problem with SK are the Chaebol Lords. Anyone who's not the real elite need to compete as pathetic losers for whatever crumbs that are left. No wonder they don't want to have babies"  
[X Link](https://x.com/AKJay59396046/status/1733090623190663221)  2023-12-08T11:46Z [---] followers, [--] engagements


"@Meta possible to transform @WhatsApp into a mobile file management and platform cloud storage solution I've been using WhatsApp to access important files when I'm away from my PC. You could crush @Dropbox"  
[X Link](https://x.com/AKJay59396046/status/1733150394732163489)  2023-12-08T15:43Z [---] followers, [--] engagements


"@ftr_investors Sounds like PR"  
[X Link](https://x.com/AKJay59396046/status/1733493155062772147)  2023-12-09T14:25Z [---] followers, [---] engagements


"And undoubtedly future Hamas recruits who seek to avenge the deaths of their family members and friends The first image that'll show up on Google in the future for "pyrrhic victory". When the cost of planting this flag is immense revulsion by an overwhelming majority of the planet. https://t.co/FDAYzsI8TW The first image that'll show up on Google in the future for "pyrrhic victory". When the cost of planting this flag is immense revulsion by an overwhelming majority of the planet. https://t.co/FDAYzsI8TW"  
[X Link](https://x.com/AKJay59396046/status/1733575698546122974)  2023-12-09T19:53Z [---] followers, [--] engagements


"@deepbarot @Kathleen_Tyson_ The ships can go to piraes (Athens) and then an Israeli port"  
[X Link](https://x.com/AKJay59396046/status/1733587212829126660)  2023-12-09T20:39Z [---] followers, [---] engagements


"Indians are fundamentally traders. They are not allies they'd buy and sell and take opposing trades. It's in their DNA as historically a civilization that acted as middle-me. Similar to the Dutch and South East Asians"  
[X Link](https://x.com/AKJay59396046/status/1733989498390720946)  2023-12-10T23:18Z [---] followers, [--] engagements


"@TheLongInvest $META down -3.50%.a bit too much"  
[X Link](https://x.com/AKJay59396046/status/1734265008027001214)  2023-12-11T17:32Z [---] followers, [---] engagements


"@OlgaBazova @KingKong9888 First time I took contrarian view was re Ukraine war and got it right. Conformist views on Afghanistan and Iraq were wrong ex-post. Not getting fooled thrice"  
[X Link](https://x.com/AKJay59396046/status/1734302009421926872)  2023-12-11T19:59Z [---] followers, [--] engagements


"@profplum99 So $META down loads"  
[X Link](https://x.com/AKJay59396046/status/1734305111860531469)  2023-12-11T20:12Z [---] followers, [----] engagements


"@ftr_investors $DOGE is low or high probability"  
[X Link](https://x.com/AKJay59396046/status/1734543244136980858)  2023-12-12T11:58Z [---] followers, [--] engagements


"@profstonge @Kathleen_Tyson_ Is deflation on its own a bogeyman to be feared Or rather is the cause of deflation itself"  
[X Link](https://x.com/AKJay59396046/status/1734605005158797602)  2023-12-12T16:03Z [---] followers, [--] engagements


"Intra-day recovery of some of my portfolio names seem to agree with below. Many off the lows of the day. $SE $KWEB in the green. $NVDA $META strong all day"  
[X Link](https://x.com/AKJay59396046/status/1734657112721310126)  2023-12-12T19:30Z [---] followers, [---] engagements


""We don't know for sure whether SMIC has initiated mass production of chips on its 5nm-class technology" If true good for $BABA $TCEHY $BIDU over the long term if this extends into AI chips. $NVDA still leads with its H200 & B100 on $TSM's 3nm process. All (except $TSM) I own"  
[X Link](https://x.com/AKJay59396046/status/1734693375935119731)  2023-12-12T21:55Z [---] followers, [---] engagements


"@noremacback @SantiagoAuFund $BTC in ETF is basically inert. Sweep it clean over time"  
[X Link](https://x.com/AKJay59396046/status/1734711784148234706)  2023-12-12T23:08Z [---] followers, [--] engagements


"@Frank_Stones Don't care. Just waste of money regardless of outcome. People will adapt eg Dutch. Not every part of world equally affected by climate change (mostly cased natural factors eg sun volcanic etc). CO2 no match for the sun. COP28 is grift + waste of time"  
[X Link](https://x.com/AKJay59396046/status/1734889919007351232)  2023-12-13T10:56Z [---] followers, [--] engagements


"@Fidelity #businesscycle shows emerging into Early Stage. (#1 economy) close to recession (could be shallow one). sick men of the West not interesting just stick to $LVMUY $ASML (+ other semis) + $ADYEY if you want exposure there and be done with"  
[X Link](https://x.com/AKJay59396046/status/1734931723157168394)  2023-12-13T13:42Z [---] followers, [---] engagements


"@darioperkins Peddlers of $BTC $GOLD $UST"  
[X Link](https://x.com/AKJay59396046/status/1734975705123782919)  2023-12-13T16:36Z [---] followers, [--] engagements


"@PiQSuite All the supply of excess women to the EU from Ukraine. Can't be all bad. Ukrainians can move to core EU. What's left of Ukraine gets eaten up and split between Poland Russia and Hungary"  
[X Link](https://x.com/AKJay59396046/status/1734984301375033695)  2023-12-13T17:11Z [---] followers, [--] engagements


"Creditors can drink their own soup. Lenders lend by taking on credit risk. GBP 190m hardly a dent on any of big UK banks' capital. Nationalize on cheap and flip it for double in IPO (which will still be very undervalued given a pristine reset) so City wins again. Rinse + Repeat "Thames Water says it can't pay back 190m loan." I see TW are also threatening that if nationalised taxpayers would face a hefty bill. Simply not true. There are many ways for the state to take control of TW and without costing the taxpayer a penny. https://t.co/YT89Wm5RMv "Thames Water says it can't pay back 190m"  
[X Link](https://x.com/AKJay59396046/status/1734987422784495985)  2023-12-13T17:23Z [---] followers, [--] engagements


"@Feargal_Sharkey @Kathleen_Tyson_ Such a small amount relative to the UK big banks' capital. Go down the equiv of Chapter [--] and clean the equity for a penny. IPO in a few years for modest profit for the state while leaving lots of value on table for the City. Grab and go. Easy"  
[X Link](https://x.com/AKJay59396046/status/1734988091222364407)  2023-12-13T17:26Z [---] followers, [--] engagements


"Post FOMC $PYPL $SOFI $VFC $CPS are doing beautifully. Replaced $META with $GOOGL. Losses narrowing in EM $KWEB $MELI. $NVDA a bit meh underperforming $QQQ"  
[X Link](https://x.com/AKJay59396046/status/1735031775322128878)  2023-12-13T20:19Z [---] followers, [---] engagements


"Repent and buy $NVDA now"  
[X Link](https://x.com/AKJay59396046/status/1735065099327377752)  2023-12-13T22:32Z [---] followers, [--] engagements


"Today picked up some $GOOGL (re-entry) $BABA $VFC $CPS with proceeds from $META disposal. Magnificent [--] holdings: $NVDA $GOOGL Outline of strategy allocation below going into [----] #NotInvestmentAdvice"  
[X Link](https://x.com/AKJay59396046/status/1735079301484089344)  2023-12-13T23:28Z [---] followers, [---] engagements


"@BrianTycangco @AJButton2 $HSI dropping every day how to IPO $BABA mgmt don't need cash unlike Softbank which had to IPO $ARM for $$$"  
[X Link](https://x.com/AKJay59396046/status/1735121926560084452)  2023-12-14T02:17Z [---] followers, [---] engagements


"$NVDA cheaper than $AMD. $META only 10x"  
[X Link](https://x.com/AKJay59396046/status/1735134261533950438)  2023-12-14T03:06Z [---] followers, [---] engagements


"Cathie Wood $ARKK buying $MSFT $META.OK"  
[X Link](https://x.com/AKJay59396046/status/1735140882465071603)  2023-12-14T03:33Z [---] followers, [--] engagements


"Many who counted HK out after the [----] protests will probably be proven wrong. Something about HK is that people are resilient and willing to adapt and help themselves for themselves unlike many places where people look to the govt for ideas and direction (eg SG)"  
[X Link](https://x.com/AKJay59396046/status/1735226435634090307)  2023-12-14T09:13Z [---] followers, [--] engagements


"@ftr_investors @SeekingAlpha @business @MorningstarBNL @YahooFinance Surprised that @YahooFinance is so low though.how many votes in total"  
[X Link](https://x.com/AKJay59396046/status/1735301273421766773)  2023-12-14T14:10Z [---] followers, [--] engagements


"@zhao_dashuai Visited in [----] I think. Beautiful place. Compared to the Qing Ming architecture looked a lot more austere and angular highlighting more economic approach to material usage more synonymous with today's contemporary taste"  
[X Link](https://x.com/AKJay59396046/status/1735312261047046596)  2023-12-14T14:54Z [---] followers, [---] engagements


"$CPS $VFC are my special situation plays (credits to turnaround Tom @HedgeFundTips). Up +29.19% since DCA'ing starting late Oct. Could go much higher now that rates on downward trend. Current price levels still favorable to DCA"  
[X Link](https://x.com/AKJay59396046/status/1735320231025787338)  2023-12-14T15:25Z [---] followers, [---] engagements


"$NVDA = gains are from buying and then waiting. Credits @TickerSymbolYOU for his vids that got me comfy with semis + $NVDA. DCA'd 9/2020-9/2022. 70% capital deployed in bear mkt [----] using proceeds via $AMZN $GOOGL $LVMUY $CRWD sales. $NVDA beat all by +200%-pt since Sep-2022"  
[X Link](https://x.com/anyuser/status/1735323625169813978)  2023-12-14T15:39Z [--] followers, [---] engagements


"$MELI similar lesson. 54% of capital deployed 1/2022-6/2022 using also proceeds from $AMZN $GOOGL $LVMUY $CRWD sales in [----]. Also DCA'd 2020-2021. $MELI beat them by at least +47%-pt since 6/2022. With hindsight a sale-plan to lock in gains in [----] would be nice"  
[X Link](https://x.com/AKJay59396046/status/1735326260060962976)  2023-12-14T15:49Z [---] followers, [---] engagements


"Nothing to shout re China / non $MELI EM names. Ignorance of EM cycle + bargain hunting meant I DCA'd (too early) down from post-2020 highs Salt to wound = sold out $PDD to add to $TCEHY $BABA Still in waiting stage. Long term will be OK. More middle class to emerge"  
[X Link](https://x.com/AKJay59396046/status/1735330044321382553)  2023-12-14T16:04Z [---] followers, [---] engagements


"$VFC +9.52% best performing in my portfolio today. $CPS +6.74% $SOFI +6.15%"  
[X Link](https://x.com/anyuser/status/1735346584714383718)  2023-12-14T17:10Z [--] followers, [---] engagements


"$MELI -2.04% $GOOGL -1.00% worst performers"  
[X Link](https://x.com/AKJay59396046/status/1735349724847185949)  2023-12-14T17:23Z [---] followers, [---] engagements


"The reaction of these Europeans who didn't quite make the cut then decided to to found the Zionist movement to create a country for themselves"  
[X Link](https://x.com/AKJay59396046/status/1736340669382184983)  2023-12-17T11:00Z [---] followers, [--] engagements


"I know this because by living in Netherlands as a foreigner you'd never feel quite belong. Don't get me wrong Dutch are tolerant and are not racist in a hostile way. Beneath their layer of niceness is deep sense of parochialism of the 'real' Dutch that you'd encounter"  
[X Link](https://x.com/AKJay59396046/status/1736341751495905679)  2023-12-17T11:05Z [---] followers, [--] engagements


"@TheLongInvest There must be a better company than $PFE. Maybe $JNJ or $BMY"  
[X Link](https://x.com/AKJay59396046/status/1736353440945590547)  2023-12-17T11:51Z [---] followers, [---] engagements


"@ftr_investors Going into [----] with $NVDA $MELI $BABA as my top 3"  
[X Link](https://x.com/AKJay59396046/status/1736487722561282151)  2023-12-17T20:45Z [---] followers, [---] engagements


"Change in political landscape in Sweden has lead to some common sense there"  
[X Link](https://x.com/AKJay59396046/status/1736712823235920291)  2023-12-18T11:39Z [---] followers, [--] engagements


"We've seen this kind of movie play out many times now. Effect from cyber hack is transitory - given the maturity in the business continuity / disaster recovery industry for which $VFC is very likely a customer. $VFC -6% in pre-mkt trading after filing an 8-K reporting a "cyber incident" otherwise known as they were hacked on Dec. [--]. VFC: -incident likely to have material impact on business ops -threat actor disrupted co.'s business ops stole data -VF Corp is experiencing certain $VFC -6% in pre-mkt trading after filing an 8-K reporting a "cyber incident" otherwise known as they were hacked"  
[X Link](https://x.com/anyuser/status/1736739372349669681)  2023-12-18T13:25Z [--] followers, [---] engagements


"Saudis are scratching their heads why on earth they put money in scummy $LCID $NIO"  
[X Link](https://x.com/AKJay59396046/status/1736757874926244141)  2023-12-18T14:38Z [---] followers, [---] engagements


"@ftr_investors @7LukeHallard @AdamosHad @AITechInvesting @FromValue @IFB_podcast @KarlsenHenrik @StockSavvyShay @IrrationalMrkts @IrnestKaplan @InvestInAssets Well done on your personal growth"  
[X Link](https://x.com/AKJay59396046/status/1736762891053752601)  2023-12-18T14:58Z [---] followers, [--] engagements


"He started in [----]. I started in [----]. If you haven't started you can start now"  
[X Link](https://x.com/AKJay59396046/status/1736764199949238694)  2023-12-18T15:03Z [---] followers, [---] engagements


"True. But very old wines eventually go bad too like $GE. I'd say great stocks are like chateaus that get better at making expensive and desirable wines especially $NVDA"  
[X Link](https://x.com/AKJay59396046/status/1736781858094846201)  2023-12-18T16:13Z [---] followers, [--] engagements


"$VFC +3% recovering some ground today. Folks are looking past the cyber-attack. Even $MSFT isn't immune to cyber attack. So who else is We've seen this kind of movie play out many times now. Effect from cyber hack is transitory - given the maturity in the business continuity / disaster recovery industry for which $VFC is very likely a customer. We've seen this kind of movie play out many times now. Effect from cyber hack is transitory - given the maturity in the business continuity / disaster recovery industry for which $VFC is very likely a customer"  
[X Link](https://x.com/AKJay59396046/status/1737154945952944151)  2023-12-19T16:56Z [---] followers, [---] engagements


"@StockMarketNerd $NVDA 17% weight"  
[X Link](https://x.com/AKJay59396046/status/1737208228298019257)  2023-12-19T20:28Z [---] followers, [---] engagements

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