#  @VivekChirps Vivek S Vivek S posts on X about $nvda, $googl, $amzn, $pltr the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::943575380593590272/interactions)  - [--] Week [------] +250% - [--] Month [-------] +828% - [--] Months [-------] +45% - [--] Year [-------] -8.10% ### Mentions: [--] [#](/creator/twitter::943575380593590272/posts_active)  - [--] Week [--] +5.60% - [--] Month [--] +89% - [--] Months [---] +28% - [--] Year [---] -39% ### Followers: [-----] [#](/creator/twitter::943575380593590272/followers)  - [--] Week [-----] +0.49% - [--] Month [-----] +2.60% - [--] Months [-----] +24% - [--] Year [-----] +66% ### CreatorRank: [-------] [#](/creator/twitter::943575380593590272/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) #4059 [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [exchanges](/list/exchanges) [celebrities](/list/celebrities) [currencies](/list/currencies) **Social topic influence** [$nvda](/topic/$nvda), [$googl](/topic/$googl), [$amzn](/topic/$amzn), [$pltr](/topic/$pltr), [meta](/topic/meta), [$meli](/topic/$meli), [stocks](/topic/stocks), [$brkb](/topic/$brkb) #112, [money](/topic/money), [asml](/topic/asml) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [MercadoLibre Inc (MELI)](/topic/$meli) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Bitcoin (BTC)](/topic/bitcoin) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Tesla, Inc. (TSLA)](/topic/$tsla) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Shopify Inc (SHOP)](/topic/$shop) [Taiwan Semiconductor (TSM)](/topic/$tsm) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Intel Corporation (INTC)](/topic/$intc) [Coupang, Inc. (CPNG)](/topic/$cpng) [Alibaba Group (BABA)](/topic/$baba) [Arista Networks Inc (ANET)](/topic/$anet) [iShares BTC Trust (IBIT)](/topic/$ibit) [Sea Limited (SE)](/topic/$se) [Trade Desk, Inc. (TTD)](/topic/$ttd) [DisChain (DIS)](/topic/$dis) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [ARK 21Shares Bitcoin ETF (ARKB)](/topic/$arkb) [Airbnb, Inc. (ABNB)](/topic/$abnb) [BounceBit (BB)](/topic/$bb) [RAI Finance (SOFI)](/topic/$sofi) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [BlackBerry Limited (BB)](/topic/blackberry) [Pinterest, Inc. (PINS)](/topic/$pins) [Advanced Micro Devices (AMD)](/topic/$amd) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Snap, Inc. (SNAP)](/topic/$snap) [Mario Coin (COIN)](/topic/$coin) [Lennox International, Inc. (LII)](/topic/$li) [IBM (IBM)](/topic/ibm) [Fidelity BTC Trust (FBTC)](/topic/$fbtc) [Ethereum (ETH)](/topic/ethereum) ### Top Social Posts Top posts by engagements in the last [--] hours "Alphabets in my portfolio. Need help to fill in "Y" slot. $AAPL $BIDU $CRWD $DIS $EEM $FB $GDOT $HQY $IWM $JMIA $KHC $LULU $MGNI $NFLX $OIH $PD $QQQ $RKT $SBUX $TDOC $U $VZ $WMT $XLF $ZM @BrianFeroldi can you help" [X Link](https://x.com/VivekChirps/status/1342276243341758466) 2020-12-25T01:09Z [----] followers, [--] engagements "UBS Credit Suisse BNP Paribas Deutsche Bank ING https://lnkd.in/e4CEK5NZ https://lnkd.in/ec4hWEdm https://lnkd.in/eNpdmVH8 https://lnkd.in/exudCU6V https://lnkd.in/eAWCSV_7 https://lnkd.in/e4CEK5NZ https://lnkd.in/ec4hWEdm https://lnkd.in/eNpdmVH8 https://lnkd.in/exudCU6V https://lnkd.in/eAWCSV_7" [X Link](https://x.com/VivekChirps/status/1609925075771494401) 2023-01-02T14:50Z [----] followers, [--] engagements "Apollo Global Management Inc. Wells Fargo BNY Mellon Fidelity International Lazard https://lnkd.in/ezMfVgND https://lnkd.in/eku-xhqp https://lnkd.in/euMkQnKE https://lnkd.in/ewwq_62M https://lnkd.in/eJwK6tVx https://lnkd.in/ezMfVgND https://lnkd.in/eku-xhqp https://lnkd.in/euMkQnKE https://lnkd.in/ewwq_62M https://lnkd.in/eJwK6tVx" [X Link](https://x.com/VivekChirps/status/1609925138040127490) 2023-01-02T14:50Z [----] followers, [--] engagements "@ftr_investors Own [--] of these. $ABNB $GOOGL $MSFT $PLTR $DIS $UBER are a few others that I plan to hold for this decade" [X Link](https://x.com/VivekChirps/status/1669140243617054721) 2023-06-15T00:30Z [---] followers, [--] engagements "@RihardJarc Markets are generally efficient but sometimes they get crazy and present opportunities to those who wait for it. $META below $100 was one such opportunity" [X Link](https://x.com/VivekChirps/status/1669869182501163009) 2023-06-17T00:46Z [---] followers, [--] engagements "The recent episode from @AcquiredFM is a gem. The hosts interview the CEO of Uber. If you are or want to be an $uber shareholder you cannot miss this. It is a lot better than reading through analysts reports. Thoroughly enjoyed" [X Link](https://x.com/VivekChirps/status/1669870537164849152) 2023-06-17T00:52Z [---] followers, [--] engagements "@OptiontradinIQ Covered call premium is icing on the cake ( $VZ ). Let's not make the mistake of buying the big cake just because of icing. Make sure you love the cake and ready to hold it in portfolio for long" [X Link](https://x.com/VivekChirps/status/1672486774566690816) 2023-06-24T06:09Z [---] followers, [---] engagements "@dhaval_kotecha $SPY - 11.60% CASH - 11.52% $AAPL - 5.29% $MSFT- 3.74% $MELI- 3.68% $META- 3.42% $QQQ- 2.96% $AMZN- 2.76% $NVDA- 2.66% $SHOP- 2.56% Top [--] constitute 50% of overall portolio" [X Link](https://x.com/VivekChirps/status/1674912473701576704) 2023-06-30T22:47Z [---] followers, [--] engagements "$MELI continues to perform. There's nothing in this quarter that I don't like. I really like the way they pull all metrics in a single slide" [X Link](https://x.com/VivekChirps/status/1687132321714176000) 2023-08-03T16:04Z [---] followers, [--] engagements "@StockMKTNewz That had me a bit concerned. Can $PLTR find no better use of the capital Is it signaling that their market has matured How about continue to invest in AIP May be acquire some companies to accelerate the growth or expand in other geographies" [X Link](https://x.com/VivekChirps/status/1688661895832915970) 2023-08-07T21:22Z [---] followers, [--] engagements "The long awaited decision from $PYPL is finally here " [X Link](https://x.com/VivekChirps/status/1691122493103497216) 2023-08-14T16:19Z [---] followers, [---] engagements "@DonMiami3 @MacroEdgeRes Not sure if a Reddit post indicates a trend. I know of a few who have received offer after completing summer internship this year. It might be dependent on the skill set / department though" [X Link](https://x.com/VivekChirps/status/1691240026166956034) 2023-08-15T00:06Z [---] followers, [---] engagements "@cadeinvests But it is a trap too. You get comfortable with paycheck ringing in periodically and lose capacity to take risk which is inherent in wealth building. I call it golden handcuffs" [X Link](https://x.com/VivekChirps/status/1691252856572297216) 2023-08-15T00:57Z [---] followers, [---] engagements "$NVDA $ORCL $LLY and $JNJ administering CPR on the market" [X Link](https://x.com/VivekChirps/status/1691482839542611968) 2023-08-15T16:11Z [----] followers, [---] engagements "@AyeshaTariq The Equity Risk Premium is lowest it has been in [--] decades so not surprising that cash is long" [X Link](https://x.com/VivekChirps/status/1692887217859899569) 2023-08-19T13:12Z [---] followers, [---] engagements "Sentinel One ( $S ) puts itself up for sale. Bullish for $CRWD" [X Link](https://x.com/VivekChirps/status/1693680339955352030) 2023-08-21T17:43Z [----] followers, [----] engagements "Mortgage company Better $BETR is desperately hoping for better days ahead. It IPOed via SPAC today and is down 95% at closing" [X Link](https://x.com/VivekChirps/status/1694807168795746468) 2023-08-24T20:21Z [----] followers, [---] engagements "@APompliano $BETR is now praying for better days" [X Link](https://x.com/VivekChirps/status/1694882597971828845) 2023-08-25T01:21Z [---] followers, [----] engagements "While we wait for Mr. Market to finish doing what it wants to why not reduce the cost basis Here are the new trades opened today $ABNB Opened on 08/24/23 : SOLD [---] 1/1/-1 CUSTOM ABNB [---] [--] OCT 23/20 OCT 23/20 OCT [--] 145/120/110 CALL/PUT/PUT @4.34 ----- ----- ----- Remarks : 8/24-Had closed Sep IC for profit. Opening a Jade Lizard for Oct. Own long shares so no risk on the upside *******************************************************" $TSM Opened on 08/24/23 : SOLD [---] TSM [---] [--] OCT [--] [---] CALL @1.17 ----- ----- ----- Remarks : 8/24-Opening a covered call near [--] delta." [X Link](https://x.com/VivekChirps/status/1694922698785436115) 2023-08-25T04:00Z [---] followers, [---] engagements "@OJRenick The world just can't seem to have enough of $NVDA" [X Link](https://x.com/VivekChirps/status/1694945678701801777) 2023-08-25T05:31Z [---] followers, [--] engagements "Veritas rumored to buy $BB (source : Bloomberg) This would mean the end of [--] year association of the stock in my portfolio. This stock has been one of the best example in my portfolio of using @tastytrade principles of options selling and reducing cost basis. Stock Average buy price : $5.47 Option premium collected : $4.33 Net Cost basis : $ [----] Even though the stock is down 11% from my average buy price overall it is still 300% up from my net cost basis. Didn't happen in a day or week. Took [--] years of mechanically selling premium" [X Link](https://x.com/VivekChirps/status/1695107045488501040) 2023-08-25T16:13Z [----] followers, [----] engagements "@SteadyCompound Trivia : While acquiring stakes in IBM and Tesco Berkshire had violated its master's rule #1 and learnt the lesson hard way" [X Link](https://x.com/VivekChirps/status/1695152556916490609) 2023-08-25T19:13Z [---] followers, [---] engagements "Either we can complain about stock not doing what we want it to OR we actively work to reduce the cost basis so that the down move doesn't hurt as much. I have been buying Disney since May [----] and the average buy price is $101. But I've also been selling option premium on $DIS and have banked enough premium to reduce the cost basis to $76 . So overall position is still in profit. I can't control where the stock would go. All I can do is to reduce the cost basis of the shares that I want to hold for long term" [X Link](https://x.com/VivekChirps/status/1695156926341087677) 2023-08-25T19:31Z [---] followers, [----] engagements "@theallinpod @Arm @GOP Personally gratifying to see all besties now have perfect pronunciation of my name. Thanks to Vivek Ramaswamy" [X Link](https://x.com/VivekChirps/status/1695294455744770159) 2023-08-26T04:37Z [---] followers, [----] engagements "@IrrationalMrkts - Can plan for long term rather than Q by Q - Not constrained by max allocation limit - Can take contrarian view without any career risk - Can focus on increasing returns without worrying about AUM" [X Link](https://x.com/VivekChirps/status/1695889123163455574) 2023-08-27T20:00Z [---] followers, [---] engagements "$VFS - The frenzy in this Vietnamese automaker stock shows there's still a lot of forth in the EV. Retail investors are desperate to find the next regional winner. Will it be $TSLA or $NKLA Will be fun to watch how this ends" [X Link](https://x.com/VivekChirps/status/1696200495139029004) 2023-08-28T16:38Z [---] followers, [---] engagements "If SEC does not appeal and Grayscale is proceeds with conversion of $GBTC to ETF it will be big win for $GBTC holders. The units have been trading at discount to the NAV and now that gap will be closed" [X Link](https://x.com/VivekChirps/status/1696569006285615482) 2023-08-29T17:02Z [---] followers, [--] engagements "@Codie_Sanchez @NavalismHQ How do we translate these learnings into public market investing Majority of investors dont have access to private / VC market. $UBER hasnt had a good show in the public life. Stock had heavily underperformed market since its IPO" [X Link](https://x.com/VivekChirps/status/1697266877599547778) 2023-08-31T15:15Z [---] followers, [--] engagements "$MELI is up 14% in past [--] days without any big news. Whats cooking over there" [X Link](https://x.com/VivekChirps/status/1697319749930332568) 2023-08-31T18:45Z [---] followers, [---] engagements "" It didnt matter if the company was any good; if you downgraded it you were almost certain to be wrong. And on Wall Street the reality was that picking a good stock was far more important than picking a good company. " - Maggie Mahar" [X Link](https://x.com/VivekChirps/status/1697384357625995528) 2023-08-31T23:02Z [---] followers, [--] engagements "Recap of 8/31/23 Option Premium sold : $150 $SNAP SOLD [---] SNAP [---] [--] SEP [--] [--] CALL @ [----] TWORKS ----- ----- ----- Remarks : 8/31-Opening covered call near [--] delta" [X Link](https://x.com/VivekChirps/status/1697403827404918863) 2023-09-01T00:19Z [---] followers, [--] engagements "@RihardJarc Same here. Happy investor in both $SHOP and $AMZN" [X Link](https://x.com/VivekChirps/status/1697431392098079053) 2023-09-01T02:09Z [---] followers, [--] engagements "The best performing stock for past [--] years in not a tech company. In fact just one tech company is in top [--] Gems are available in every sector. $AAPL $MNST" [X Link](https://x.com/VivekChirps/status/1697450941119865007) 2023-09-01T03:26Z [---] followers, [---] engagements "@wolfofharcourt @VisualCap I am a long term buy hedge and hold investor but has reservations in taking this chart at face value without having similar study on missing worst n days" [X Link](https://x.com/VivekChirps/status/1698152416892620988) 2023-09-03T01:54Z [---] followers, [--] engagements "@Vivek_Investor Same here. I review my bookmarks every weekend to extract the pieces of wisdom and move it to long term storage and then un-bookmark it. My confession- I still have many pending review π" [X Link](https://x.com/VivekChirps/status/1698156191480959292) 2023-09-03T02:09Z [---] followers, [--] engagements "" When the crash of 1973-74 finally ended the Dow came to rest at 577-seven points below where it had traded in [----] some [--] years earlier. No wonder long-term investors felt betrayed. " - Maggie Mahar in Bull A history of the boom from 1982-1999 Takeaway: There have been and will be periods of no capital gains in the market. No one can predict when such a lost decade(s) would happen. So it is important to continuously reduce the cost basis of your holdings. If you hold a stock at $0 or less the lost decade hurts less" [X Link](https://x.com/VivekChirps/status/1698859902310252652) 2023-09-05T00:45Z [---] followers, [--] engagements "Why is my feed showing a lot more posts related to $ADA and #Cardano today What logic changed overnight" [X Link](https://x.com/VivekChirps/status/1699091221954859143) 2023-09-05T16:04Z [---] followers, [--] engagements "Applying the rule of 20s on mid size+ businesses here are the [--] businesses that meet this criteria : $ABNB $ASML $CPRT $MPWR Rule of 20s +++++++++ - 20%+ Net profit margin - 20%+ EPS growth over past [--] years - 20%+ Expected EPS growth for next [--] years - 20%+ Return on Investment I own [--] of these keeping other [--] on my watchlist" [X Link](https://x.com/VivekChirps/status/1700280151907729603) 2023-09-08T22:49Z [----] followers, [---] engagements "@Invested_In_You Wouldn't the tax deduction on mortgage interest have lowered the net mortgage rate and nullified the impact of tax Did that not work out" [X Link](https://x.com/VivekChirps/status/1700325322313609657) 2023-09-09T01:48Z [---] followers, [---] engagements "I have been building position in $ASML and reducing cost basis by using options. I have an option position in it expiring on Oct [--]. If it stays between [---] and [---] I'll make $685 which will reduce the cost basis of shares that I currently own. If it falls below $610 will buy more. If it goes above $710 will sell some" [X Link](https://x.com/VivekChirps/status/1700594665005920714) 2023-09-09T19:38Z [---] followers, [--] engagements "@unusual_whales I will hold $MELI but not sure about selling it at the end of year" [X Link](https://x.com/VivekChirps/status/1700985219564929119) 2023-09-10T21:30Z [---] followers, [----] engagements "@Americanism308 @unusual_whales Yep. $MELI continue to put out good numbers Q after Q" [X Link](https://x.com/VivekChirps/status/1701094729356829068) 2023-09-11T04:46Z [---] followers, [--] engagements "Don't understand why market is calling it a surprise move. Daniel was CEO and Chairman of the whole Alibaba group. Then they broke the group into [--] separate companies and he was made CEO of one of the companies. In corporate speak that's euphemism for "get your a** out of here". It was polite way of showing the door. This should have been part of investment thesis anyway" [X Link](https://x.com/VivekChirps/status/1701350790286463283) 2023-09-11T21:43Z [---] followers, [--] engagements "Cant wrap my head around the recent upgrade of $TSLA by Morgan Stanleys Adam Jonas. $600B value credited to Dojos AI as a Service. How much revenue till date from AI SaaS - $0 " [X Link](https://x.com/VivekChirps/status/1701579059610948033) 2023-09-12T12:50Z [---] followers, [---] engagements "Date : 09/12/23 $SHOP SOLD [---] SHOP [---] [--] OCT [--] [--] CALL @ [----] PHLX ----- ----- ----- Remarks : 9/12-Continuing the strategy of reducing cost basis opening a covered call near [--] delta. Stock purhcase price: $38.91 Current cost basis : $26.48 Option premiums helped to reduce the cost by $12.43 per share till date. So rinse and repeat. Why not *******************************************************" [X Link](https://x.com/VivekChirps/status/1701691330676830516) 2023-09-12T20:16Z [---] followers, [--] engagements "Wall Street competitors who won't agree on anything do agree on expected inflation number due tomorrow" [X Link](https://x.com/VivekChirps/status/1701706392019804361) 2023-09-12T21:16Z [---] followers, [--] engagements "If you are an investor in any studio/ broadcasting or streaming service this thread is a must-read. Prof @AswathDamodaran has explained the business segments profit drivers and his take on valuation. Once again superb piece from him. $DIS $NFLX $WBD $CMCSA" [X Link](https://x.com/VivekChirps/status/1701760149478916374) 2023-09-13T00:50Z [---] followers, [---] engagements "@mukund $MELI $ASML $CPRT $AXON" [X Link](https://x.com/VivekChirps/status/1702195452438069638) 2023-09-14T05:39Z [---] followers, [---] engagements "09/15/2023 Option Trades $XPEV SOLD [---] XPEV [---] [--] OCT [--] [--] CALL @ [----] ----- ----- ----- Remarks : 9/15-The Sep expiration $18 call was closed at profit. Opening Oct expiration $19 call. Hold long shares so it" [X Link](https://x.com/VivekChirps/status/1702852065905811734) 2023-09-16T01:09Z [---] followers, [--] engagements "@mikulaja fake it till you make it . the typical Silicon Valley mantra. FTV now worried about the recent Series B investment" [X Link](https://x.com/VivekChirps/status/1703611463989096666) 2023-09-18T03:26Z [---] followers, [--] engagements "Convertible notes weighing down on $MELI and $NIO MELI : redeeming the notes to save interest expense NIO : Selling more convertible notes to retire existing debt and fund operations" [X Link](https://x.com/VivekChirps/status/1704155185482960907) 2023-09-19T15:27Z [---] followers, [---] engagements "09/20/23 Option trades summary : Busier than usual day because of Fed rate announcement. Was more aggressive in closing the Oct expiration trades that had hit (or were close to) the profit target. Then opened Nov expiration trades to reduce the overall portfolio delta $SHOP SOLD [---] STRANGLE SHOP [---] [--] NOV [--] 60/50 CALL/PUT @ [----] ----- ----- ----- Remarks : 9/20-Had closed a short call for profit today. Opening slightly bearish strangle. Hold long shares so covered on the call side *******************************************************" $XPEV SOLD [---] XPEV [---] [--] NOV [--] [--] CALL @ [----] PHLX" [X Link](https://x.com/VivekChirps/status/1704648270088454582) 2023-09-21T00:06Z [---] followers, [--] engagements "When will we stop tinkering with symptoms and address the core issue Selectively removing items from credit report will reduce the utility of the report" [X Link](https://x.com/VivekChirps/status/1705064031277736043) 2023-09-22T03:38Z [---] followers, [--] engagements "This IPO is not about raising money for us. It's really about making sure that all employees can have liquidity on stock that they worked very hard for Instacart CEO Fidji SimotoldCNBCs Dierdre Bosa on Tuesday. Also theres a condition upon which employees can sell their shares prior to usual [---] day lockup. What are your thoughts on this unusual deal to allow seling by employees I dont want to be liquidity exit for $CART" [X Link](https://x.com/VivekChirps/status/1705316761682514095) 2023-09-22T20:22Z [---] followers, [---] engagements "Great work Kim. Slow and steady and it will happen. I hold $NIO with cost basis below $0. Been actively involved in it since [----]. Average buy price for stock : $12.13 Option premium collected till date : $13.91 Net cost basis : ($1.78) Every cent increase in stock price yields me infinite ROI" [X Link](https://x.com/VivekChirps/status/1705416318693114341) 2023-09-23T02:58Z [---] followers, [--] engagements "@StockMarketNerd This bickering presents good opportunities in market. Waiting for it" [X Link](https://x.com/VivekChirps/status/1706689322114777398) 2023-09-26T15:16Z [----] followers, [---] engagements "@ravikandasamy1 @QCompounding I generally use these to gain exposure to market or specific sectors $SPY - S&P [---] $DIA - Dow Jones $XLK - Tech $XLV - Healthcare $XLE - Energy $XLF - Financials $XLY- consumer discretionary $XLP - Staples $XLU - Utilities $XLI - Industrial $XLB - Materials $XBI- Biotech" [X Link](https://x.com/VivekChirps/status/1706938166303969338) 2023-09-27T07:45Z [---] followers, [--] engagements "09/26/23 Option Trades (excluding delta hedging) $SE SOLD [---] SE [---] [--] NOV [--] [--] CALL @ .83 ----- ----- ----- Remarks : 9/26-SE shot up because of ruling in Indonesia. IVR decently high so selling a covered call near [--] delta *******************************************************" $EWJ SOLD [---] STRANGLE EWJ [---] [--] NOV [--] 63/59 CALL/PUT @ [----] CBOE ----- ----- ----- Remarks : 9/26-Had closed Oct expiration strangle for profit. So opening a Nov expiration strangle. *******************************************************" $NIO SOLD [---] NIO [---] [--] NOV [--] [---] PUT @ .42 ----- ----- ----- Remarks :" [X Link](https://x.com/VivekChirps/status/1707025844626166240) 2023-09-27T13:34Z [---] followers, [---] engagements "@HeroDividend Recency bias : we think what happened in last [--] weeks will continue" [X Link](https://x.com/VivekChirps/status/1707566785489436832) 2023-09-29T01:23Z [---] followers, [--] engagements "@qcapital2020 Still better than $VZ bagholders" [X Link](https://x.com/VivekChirps/status/1707566975139131582) 2023-09-29T01:24Z [---] followers, [---] engagements "@DeepSailCapital IMHO valuations doesn't matter until it starts to. I am ok to buy at high valuation but not egregious one. With this disclaimer $MELI is my pick" [X Link](https://x.com/VivekChirps/status/1707587853528818104) 2023-09-29T02:47Z [---] followers, [---] engagements "@fundam_inv @qcapital2020 @BillAckman @ScottWapnerCNBC @Ukraine @ZelenskyyUa @Carl_C_Icahn @RobertKennedyJr @VivekGRamaswamy @GovChristie Please watch the recent interview of Zuckerberg by Lex Friedman. The codec avatars used in that interview looked so real that you wont feel that they were geographically separated. That could be real use case of metaverse " [X Link](https://x.com/VivekChirps/status/1707595536151548138) 2023-09-29T03:17Z [---] followers, [--] engagements "@dharmesh I love the one from CrowdStrike : We stop breaches" [X Link](https://x.com/VivekChirps/status/1707626231141990569) 2023-09-29T05:19Z [---] followers, [--] engagements "Saw a post from an option seller that went something like this: "My options account is up $5K by selling [--] Cash Secured Puts on AAPL at $185." Those options contract expired on [--] Sep. Those contracts would have been assigned at $185. With AAPL near $170 did he really make money How about the capital loss of $15000 on AAPL shares Always think about overall portfolio. The segmentation of "options account" and "long stock account" is just to hide losses. #Optionselling" [X Link](https://x.com/VivekChirps/status/1707647479645430162) 2023-09-29T06:44Z [---] followers, [--] engagements "Here's the portfolio pizza at the end of the month. Top [--] positions CASH 12.92% $SPY 12.37% $MELI 4.91% $AAPL 4.72% $MSFT 3.61% $META 3.31% $QQQ 2.91% $AMZN 2.72% $GOOGL 2.71% $SCHD 2.64% $GLD 2.29% $ASML 2.28% $SHOP 2.19% $BRK/B 1.97% $IWM 1.85% What are your top stocks" [X Link](https://x.com/VivekChirps/status/1707935560818725096) 2023-09-30T01:49Z [----] followers, [----] engagements "@dhaval_kotecha @dhaval_kotecha - nice performance against the benchmark. Congratulations π Whats your game plan for Q4 Plan to hedge portfolio to preserve gains Thanks" [X Link](https://x.com/VivekChirps/status/1708000973644554289) 2023-09-30T06:08Z [---] followers, [---] engagements "I used Bard and ChatGPT [---] to help me with scripting for googlesheets. Unexpectedly the answers from ChatGPT were less erroneous as compared to Bard. Eventually I dumped Bard and finished the task using ChatGPT. Is $GOOGL dog fooding Bard for internal teams esp. Googlesheet" [X Link](https://x.com/VivekChirps/status/1708639782837141826) 2023-10-02T00:27Z [---] followers, [--] engagements "@JRogrow Been $COST card holder for [--] years and every trip resulted in over-shopping. That should have been a signal to buy stock instead of filling the cart" [X Link](https://x.com/VivekChirps/status/1708641291406557557) 2023-10-02T00:33Z [---] followers, [--] engagements "Appalled that Biden Administration has agreed to grant temporary legal status to about 500K folks while my friends with advanced degrees in STEM have been toiling for 10+ years paying taxes contributing to economy and have no guaranteed path to becoming citizen. What kind of people do we want in this country" [X Link](https://x.com/VivekChirps/status/1708644981374881941) 2023-10-02T00:48Z [---] followers, 56.7K engagements "Starting Monday it will be less than [--] DTE for October monthly expiration. As guru @Tony_BATtista preaches it's time to close the trades even at lower profit target than usual. Me thinks I gotta lot of work on my hands then" [X Link](https://x.com/VivekChirps/status/1708658904136331610) 2023-10-02T01:43Z [---] followers, [---] engagements "For a moment I thought these are the some new sector ETFs from State Street. π€ͺ" [X Link](https://x.com/VivekChirps/status/1708672731427004638) 2023-10-02T02:38Z [---] followers, [---] engagements "Not necessary that the stock should fall. In [----] Domino Pizza's CEO admitted that their pizza tastes like cardboard and they will fix it . Stock is up 100% since then In May [----] Elon said that Tesla stock was too high. Now the stock is trading at 5x. I guess only time will tell what happens to $ABNB" [X Link](https://x.com/VivekChirps/status/1709076912751198523) 2023-10-03T05:24Z [---] followers, [---] engagements "10/02/23 Options selling excluding hedging $XLF SOLD [---] XLF [---] [--] NOV [--] [--] PUT @.44 CBOE ----- ----- ----- Remarks : 10/2-Opening a short put near [--] delta *******************************************************" $F SOLD [---] F [---] [--] NOV [--] [--] CALL @.35 ----- ----- ----- Remarks : 10/2-Had closed a covered call for Oct for profit. Opening for Nov expiration *******************************************************" $SLV SOLD [---] SLV [---] [--] NOV [--] [--] CALL @.14 ISE ----- ----- ----- Remarks : 10/2-Selling covered call near [--] delta. *******************************************************"" [X Link](https://x.com/VivekChirps/status/1709078493009694734) 2023-10-03T05:30Z [---] followers, [--] engagements "When market gives you lemon you make lemonade. With "red" being the favorite color today the implied volatility was higher so good time to sell some premium $AMZN SOLD [---] VERTICAL AMZN [---] [--] NOV [--] 120/110 PUT @ [----] ----- ----- ----- Remarks : 10/3-Opening a put spread. IV is highest since Feb [----] *******************************************************" $ARKK SOLD [---] ARKK [---] [--] NOV [--] [--] CALL @ .55 ----- ----- ----- Remarks : 10/3-Opening a call *******************************************************" $XLU BOT +1 COMBO XLU [---] [--] NOV [--] 58/56 CALL/PUT @.04 ----- ----- ----- Remarks :" [X Link](https://x.com/VivekChirps/status/1709349724971802868) 2023-10-03T23:28Z [---] followers, [--] engagements "@BearGuru69 The implied volatility was high because of the fear in the market so I sold a put spread to take a bullish position" [X Link](https://x.com/VivekChirps/status/1709350052475592877) 2023-10-03T23:29Z [---] followers, [--] engagements "This is why it is important to start early and not get drowned in analysis paralysis. Just start with index ETF" [X Link](https://x.com/VivekChirps/status/1709446716519542946) 2023-10-04T05:53Z [---] followers, [--] engagements "ARK funds released its annual report today. Must read for shareholders of $ARKG $ARKQ $ARKK $ARKW $ARKF $ARKX $PRNT $IZRL In this π§΅ I'll share the performance metrics for each of these ETFs" [X Link](https://x.com/VivekChirps/status/1709681803706118648) 2023-10-04T21:28Z [---] followers, [---] engagements "@bankimb Staying within the broad based index ETFs is not a bad choice for a retail investor. Most fund managers lag SPY over long term anyway. ARK funds does good in low interest rate environment so until we go back to ZIRP (not sure if or when) it will stay challenged" [X Link](https://x.com/VivekChirps/status/1709979490364100638) 2023-10-05T17:10Z [---] followers, [--] engagements "@mukund $RIVN unit economic is upside down. They lose money on each car. So will need constant financing to survive. Not surprised that it had to come out with offering" [X Link](https://x.com/VivekChirps/status/1709997184182333743) 2023-10-05T18:21Z [----] followers, [---] engagements "@kejca In past few years Berkshire attitude towards owning businesses has changed. Rather than buy and hold forever it is now buy watch and then exit if not profitable. I assume these stocks came from Todd and Ted" [X Link](https://x.com/VivekChirps/status/1710141672049565909) 2023-10-06T03:55Z [---] followers, [----] engagements "@CelsiusNetwork Customer funds vanished months ago and you updating on account info and personal data. What a joke" [X Link](https://x.com/VivekChirps/status/1710144332588798368) 2023-10-06T04:05Z [---] followers, [---] engagements "@MatchasmMatt @elonmusk What happened to infinite demand that Elon had been touting. $TSLA missed the delivery numbers despite multiple price cuts earlier this year. Another one may not make a huge difference" [X Link](https://x.com/VivekChirps/status/1710149027197800875) 2023-10-06T04:24Z [---] followers, [---] engagements "I know $AMZN has a lot of side projects but launching satellite and competing with Starlink was not on my bingo card Photo courtesy : CNBC" [X Link](https://x.com/VivekChirps/status/1710356717731795247) 2023-10-06T18:09Z [----] followers, [--] engagements "@BrianFeroldi I also take notes after reviewing quarterly results. In case of stock turbulence I go back to my notes to check if anything in business has changed. That helps me in my sanity π An example for $MELI " [X Link](https://x.com/VivekChirps/status/1710461180295409952) 2023-10-07T01:04Z [---] followers, [----] engagements "@amitisinvesting I am conflicted on my $PLTR position. Stock has been up nicely from the fear arising out of the war in Middle East so that helps the portfolio but I do feel at the back of my mind that I am benefitting from the event that has resulted in unpardonable human suffering π€" [X Link](https://x.com/VivekChirps/status/1711821778249732590) 2023-10-10T19:11Z [---] followers, [---] engagements "@joecarlsonshow Add DaVita Outset Medical in the list. These stocks are down because market fears that Ozempic will reduce the need for dialysis . Go figure" [X Link](https://x.com/VivekChirps/status/1712531453006025206) 2023-10-12T18:11Z [---] followers, [----] engagements "@dollarsanddata What Jim has done is incredulous. Assembled a team of mathematicians / physicists and pioneered the era of quant investing" [X Link](https://x.com/VivekChirps/status/1712538720363229405) 2023-10-12T18:40Z [---] followers, [---] engagements "Still remember the excitement among retail investors when $HCP IPOed in [----]. Stock is down 75% since then. Excitement doesnt always mean good investment. Mostly of the time its contrarian indicator" [X Link](https://x.com/VivekChirps/status/1712572444995944636) 2023-10-12T20:54Z [---] followers, [--] engagements "@JSeyff @carmaucione Thats because of CPI jump between order and delivery π" [X Link](https://x.com/VivekChirps/status/1713658942365278216) 2023-10-15T20:51Z [---] followers, [--] engagements "$SNAP is up 11% after internal memo leak shows that the social media company is targeting to have more than [---] million daily active users (DAUs) in [----] above Wall Street expectations" [X Link](https://x.com/VivekChirps/status/1713967952251502664) 2023-10-16T17:19Z [---] followers, [---] engagements "Stackoverflow is laying off almost 28% of its workforce as its business model is being disrupted by Chat GPT. I don't go to Stackoverflow anymore but use Chat GPT to get code snippets/help. And there are many like me" [X Link](https://x.com/VivekChirps/status/1714039092823065023) 2023-10-16T22:02Z [---] followers, 50.2K engagements "Double minded on the $MELI position. Close it and pocket $600 out of $2200 max possible Or wait for more theta decay But that exposes the trade to delta and vega risk Earnings on 11/1 so expect volatility to rise. @Tony_BATtista - Your words of wisdom" [X Link](https://x.com/VivekChirps/status/1714339842883194985) 2023-10-17T17:57Z [---] followers, [---] engagements "A trivia - Buffett loved Pepsi. Revealed in the annual letter of [----]. He probably switched to Coke after acquiring shares of Coca Cola" [X Link](https://x.com/VivekChirps/status/1714434535813951561) 2023-10-18T00:13Z [---] followers, [--] engagements "From fierce competitor to business-customer relationship. Will $MSFT showers the same love on $AMZN as they do on other customers" [X Link](https://x.com/VivekChirps/status/1714450417353114054) 2023-10-18T01:16Z [---] followers, [--] engagements "Closed a short call on $UBER for profit and that reduces the cost basis of long shares that I hold in portfolio. Till date reduced the cost basis by 33%. Took [--] years trade by trade. 67% more to go" [X Link](https://x.com/VivekChirps/status/1714697822338187574) 2023-10-18T17:39Z [---] followers, [---] engagements "@mukund ICYMI $JMIA does not operate in South Africa" [X Link](https://x.com/VivekChirps/status/1714865442215592062) 2023-10-19T04:45Z [---] followers, [---] engagements "@ronjonbSaaS Today $TSLA hit my target price so initiated a small position and joined the club" [X Link](https://x.com/VivekChirps/status/1715039291099975699) 2023-10-19T16:16Z [---] followers, [---] engagements "10/20/23 Option Trades (excluding delta hedging) $TTD SOLD [---] TTD [---] [--] NOV [--] [--] CALL @ [----] ----- ----- ----- Remarks : 10/20-Opening covered call near [--] delta *******************************************************" [X Link](https://x.com/VivekChirps/status/1715730374096302221) 2023-10-21T14:02Z [---] followers, [--] engagements "@mukund Indian cricket team has been on roll this far in the WC. I am afraid law of averages will catch up to them at the the worst possible times. If they lose NZ match now and keep winning later matches I wont mind it" [X Link](https://x.com/VivekChirps/status/1715889499178479695) 2023-10-22T00:35Z [---] followers, [--] engagements "A lot of tech earnings this week. Own these in portfolio so will be pretty busy : $MSFT $GOOGL $SNAP $TDOC $BA $META $AMZN $INTC $F" [X Link](https://x.com/VivekChirps/status/1716498690104500460) 2023-10-23T16:55Z [---] followers, [---] engagements "10/26/23 Options Activity (not including hedging trades) $PINS SOLD [---] PINS [---] [--] DEC [--] [--] CALL @ [----] ----- ----- ----- Remarks : 10/26-The two covered calls were autoclosed at profit today. Opening one contract for Dec expiration. ******************************************************* $PINS SOLD [---] PINS [---] [--] DEC [--] [--] CALL @ [---] TWORKS ----- ----- ----- Remarks : 10/26-Opening another covered call at $29 strike ******************************************************* $INTC SOLD [---] INTC [---] [--] DEC [--] [--] CALL @ [----] TWORKS ----- ----- ----- Remarks : 10/26-Opening a covered call near 20" [X Link](https://x.com/VivekChirps/status/1717735358295887897) 2023-10-27T02:49Z [---] followers, [---] engagements "While everyone is fussing about AWS growth slowing down the Advertising business of $AMZN has been on tear. It is almost half the size of AWS and growing at double the rate. Absolute beast This could be Amazon's second act like Services is for $AAPL" [X Link](https://x.com/VivekChirps/status/1717748695154995389) 2023-10-27T03:42Z [---] followers, [---] engagements "10/27/23-Pretty good week. While market did what it does the hedging trades helped to cushion the impact. So continuing the same this week (Don't fix something that ain't broken) $AMZN SOLD [---] STRANGLE AMZN [---] [--] DEC [--] 150/115 CALL/PUT @ [----] ----- ----- ----- Remarks : 10/27-Had closed a trade in morning for profit. Opening a Dec trade. Almost delta neutral strangle *******************************************************" $META SOLD [---] 1/1/-1 CUSTOM META [---] [--] DEC 23/15 DEC 23/15 DEC [--] 350/270/260 CALL/PUT/PUT @ [----] CBOE ----- ----- ----- Remarks : 10/27-Nov IC auto-closed at profit." [X Link](https://x.com/VivekChirps/status/1718077348405497879) 2023-10-28T01:28Z [---] followers, [--] engagements "These in my portfolio will be reporting earnings this week. Gonna be fun : $PINS $PYPL $ABNB $MELI $PLTR $SHOP $AAPL $SQ" [X Link](https://x.com/VivekChirps/status/1719032426943681030) 2023-10-30T16:44Z [---] followers, [---] engagements "When it comes presenting financial information to investors @Mercadolibre is theπ. I wish every company with multiple business segments had a summary like this. Give a bird eye view of the overall business in single slide. Long $MELI" [X Link](https://x.com/VivekChirps/status/1719041208897741169) 2023-10-30T17:18Z [---] followers, [---] engagements "$PINS reported Q3 [----] earnings after bell today. Revenue- [-----] M Revenue Growth (YoY) - 11.49% Global MAUs (in M)- [---] ARPU-Global - $1.61 More important good to see that growth in MAUs and ARPU is headed in right direction Stock up 17% in AH. Add to some Green in portfolio" [X Link](https://x.com/VivekChirps/status/1719175467276931288) 2023-10-31T02:12Z [---] followers, [---] engagements "Real estate stocks ( $Z $RDFN $OPEN )have been hammered today because of NAR losing the case" [X Link](https://x.com/VivekChirps/status/1719440623361740873) 2023-10-31T19:46Z [---] followers, [---] engagements "$WE plans to file for bankruptcy anytime. WeWork is a rollercoaster ride filled with excesses of eccentric executives splurging of s*** load of money by VC firms and Wall Street bankers trying to hoodwink retail investors by peddling this crappy business via $40B IPO" [X Link](https://x.com/VivekChirps/status/1719453911151718537) 2023-10-31T20:38Z [---] followers, [---] engagements "Here's my portfolio pizza at the end of Oct. Top [--] slices : CASH - 11.98% $SPY - 10.71% $AAPL - 4.57% $MELI - 4.55% $MSFT - 3.06% $ASML - 2.95% $AMZN - 2.82% $QQQ - 2.72% $GLD - 2.42% $META - 2.29% Here's the portfolio pizza at the end of the month. Top [--] positions CASH 12.92% $SPY 12.37% $MELI 4.91% $AAPL 4.72% $MSFT 3.61% $META 3.31% $QQQ 2.91% $AMZN 2.72% $GOOGL 2.71% $SCHD 2.64% $GLD 2.29% $ASML 2.28% $SHOP 2.19% $BRK/B 1.97% $IWM 1.85% What are your top stocks https://t.co/RBgBmH9CZk Here's the portfolio pizza at the end of the month. Top [--] positions CASH 12.92% $SPY 12.37% $MELI" [X Link](https://x.com/VivekChirps/status/1719728559902912877) 2023-11-01T14:50Z [---] followers, [----] engagements "$PAYC stock sent a reminder to investors that growth at all cost is not working anymore. Stock down 37% Valuation do matter" [X Link](https://x.com/VivekChirps/status/1719745676203135020) 2023-11-01T15:58Z [---] followers, [--] engagements "@FedexSTi Does $MELI breaks up the Ad revenue in its reporting Where" [X Link](https://x.com/VivekChirps/status/1719754023673491617) 2023-11-01T16:31Z [---] followers, [---] engagements "Another bumper quarter by $MELI. Here's snapshot of key business metrics and margins" [X Link](https://x.com/VivekChirps/status/1719811471838937377) 2023-11-01T20:19Z [---] followers, [---] engagements "11/2/23 Option Trades Summary - Powell premium was sucked out of the market so many Nov expiration trades hit the profit target and were closed. - So it was time to start loading them up for Dec expiration $PLTR SOLD [---] STRANGLE PLTR [---] [--] DEC [--] 21/15 CALL/PUT @ [----] TWORKS ----- ----- ----- Remarks : 11/2-PLTR reported good results. Stock up 16%. Opening a strangle again *******************************************************" $BB SOLD [---] BB [---] [--] DEC [--] [--] CALL @ .15 ----- ----- ----- Remarks : 11/2-Had closed Nov trade for profit. Continuing the same but for Dec expiration" [X Link](https://x.com/VivekChirps/status/1720287882206966071) 2023-11-03T03:52Z [---] followers, [---] engagements "@SpecialSitsNews And in related terms if inflation is down it doesnt mean the goods have become cheaper" [X Link](https://x.com/VivekChirps/status/1720922665618403574) 2023-11-04T21:55Z [---] followers, [---] engagements "@TIP_Network @harirama @stig_brodersen @Greenbackd Great discussion. I had almost put @harirama s pick $DG on my watchlist before I heard that $DG management took on debt to buyback shares. Thats one of the worst capital allocation decision. Will watch for new CEOs moves before deciding on it" [X Link](https://x.com/VivekChirps/status/1721358041671737398) 2023-11-06T02:45Z [---] followers, [--] engagements "@SpecialSitsNews Last 10-15 years were in ZIRP env so P/E will be higher than in higher interest rate env. So Ill still be cautious at current levels" [X Link](https://x.com/VivekChirps/status/1721367163167224077) 2023-11-06T03:21Z [---] followers, [---] engagements "@UnlayeredPod @solana @ethereum Incorrect comparison. Folks quit AOL because it was closed network and could be shut down on the whim of a crazy CEO. Users want open network access to which is not controlled by a single entity" [X Link](https://x.com/VivekChirps/status/1721426786398212391) 2023-11-06T07:18Z [---] followers, [--] engagements "Market served a cold dish to $DISH. Absolute wealth incinerator back to where it was [--] years ago" [X Link](https://x.com/VivekChirps/status/1721599178324005233) 2023-11-06T18:43Z [----] followers, [---] engagements "11/6 and 11/7 Option Trades (excluding hedging) $SQ SOLD [---] SQ [---] [--] DEC [--] [----] CALL @ .62 ----- ----- ----- Remarks : 11/6-Opening covered call near [--] delta *******************************************************" $PLTR SOLD [---] PLTR [---] [--] DEC [--] [--] CALL @ [----] ----- ----- ----- Remarks : 11/6-Opening a covered call near [--] delta *******************************************************" $AAPL SOLD [---] STRANGLE AAPL [---] [--] DEC [--] 190/170 CALL/PUT @ [----] ----- ----- ----- Remarks : 11/6-Opening a short strangle. Hold long shares so covered on the call side" [X Link](https://x.com/VivekChirps/status/1722086932661055512) 2023-11-08T03:01Z [---] followers, [--] engagements "@virtualclay There's too much of Elon premium baked into $TSLA valuation. So that tops my list. Next could be $META or $NVDA" [X Link](https://x.com/VivekChirps/status/1722087308349059131) 2023-11-08T03:03Z [---] followers, [---] engagements "Can't believe that this was a real slide in the Softbank's presentation. Source : CNBC With $WE going bust resulting in loss of $14B to Softbank this hasn't aged well" [X Link](https://x.com/VivekChirps/status/1722703807006806425) 2023-11-09T19:52Z [----] followers, [--] engagements "Stock mania in the East. Stocks with "long" in their name are being scooped up by retail investors. Reminds me of "Long Island Blockchain" of 2017" [X Link](https://x.com/VivekChirps/status/1722709766550794365) 2023-11-09T20:16Z [---] followers, [--] engagements "@Beth_Kindig Very fragmented market with top [--] accounting for less than 30%. Why is it so No moat" [X Link](https://x.com/VivekChirps/status/1722799921424900192) 2023-11-10T02:14Z [---] followers, [---] engagements "This is huge Rivals burying hatchet and $AMZN and $META partnering on new feature that lets Amazon users buy directly from within Facebook and Instagram without leaving the social media apps Source : Techcrunch $META has biggest social media presence but little in shopping logistics management. $AMZN is beast in logistics management but no social media presence and being threatened by likes of TikTok. This partnership bodes well for both" [X Link](https://x.com/VivekChirps/status/1723020074750287879) 2023-11-10T16:49Z [---] followers, [--] engagements "@CoinDesk @binance Isnt Tether the last one standing Theres been history of not so good vibes from Tether. To Tethers credit there is no proof of wrongdoing but doubts exists in back of mind about shenanigans" [X Link](https://x.com/VivekChirps/status/1729702008758640790) 2023-11-29T03:21Z [---] followers, [---] engagements "@CoinDesk @coinbase @animocabrands @JennSanasie Cathie may be trimming $COIN to keep it below the threshold %. She did the same with $GBTC a few days ago" [X Link](https://x.com/VivekChirps/status/1729730695365304581) 2023-11-29T05:15Z [---] followers, [--] engagements "Definitely not good for $OKTA. The impact of breach reported [--] months ago is more widespread than assumed earlier. Source : Bloomberg" [X Link](https://x.com/VivekChirps/status/1729920861329879476) 2023-11-29T17:50Z [---] followers, [---] engagements "$ASML announced upcoming change in corner office. Sad to see Peter and Martin leave ASML. These two have been in lithography since its infancy and has brought ASML to where it is. As a shareholder I am not worried about this change. Christophe has been with ASML for [--] years and has worked closely with Peter" [X Link](https://x.com/VivekChirps/status/1730315915479372211) 2023-11-30T20:00Z [---] followers, [--] engagements "It's the time for portfolio pizza. Here's my top [--] toppings at the end of Nov [----]. What's on your pizza $SPY 12.47% CASH 10.75% $MELI 5.84% $AAPL 4.88% $MSFT 4.03% $META 3.36% $QQQ 2.94% $SCHD 2.76% $SHOP 2.72% $GOOGL 2.68% $ASML 2.47% $AMZN 2.45% $BRKB 1.99% $IWM 1.80% $BA 1.73%" [X Link](https://x.com/VivekChirps/status/1730439212934328536) 2023-12-01T04:10Z [---] followers, [---] engagements "Not an apt comparison with iPhone. iPhone is consumer facing and a superior user experience and brand could command premium. On the other hand processing is faceless low margin no brand affinity game. The one with biggest scale and lowest price point will win. Pure play processors will be hard pressed to survive unless they can find addition lines of businesses" [X Link](https://x.com/VivekChirps/status/1731100530968309945) 2023-12-02T23:58Z [---] followers, [---] engagements "From wondering whether SEC will approve @Bitcoin ETF to discussing which is Bitcoin OGs favorite ETF issuer the community has come a long way. The Bitcoin ETF approval is the default assumption. @TIP_Network" [X Link](https://x.com/VivekChirps/status/1732265841729904730) 2023-12-06T05:08Z [---] followers, [--] engagements "@dhaval_kotecha @drowsyinvestor If [----] is the target then you're safe. $NVDA might go down before it goes back up again. Will be a rollercoaster ride and will need strong heart to go through it" [X Link](https://x.com/VivekChirps/status/1732580690972270642) 2023-12-07T02:00Z [---] followers, [---] engagements "Listening to interview of Charlie Munger on @InvestLikeBest podcast. Some thoughts from Charlie on crypto. As always he didn't hold back his thoughts: π²I don't think that buying a percentage of nothing is a good investment even though it's hard to create more nothing. π²I think cryptocurrency is scumball activity. And I think by and large the people who promoted it are scumballs or delusionary. And I don't know which is worse being a scumball or a delusionary. But I think they're both pretty bad. π²You can call it a store of wealth I call it a store of delusion I agree to disagree with him" [X Link](https://x.com/VivekChirps/status/1732598471793008874) 2023-12-07T03:10Z [---] followers, [--] engagements "@markallanbovair It is worse in tech. Add calls with global teams it is 7-10. Also under the guise of "unlimited vacation" they took away paid holidays too. Most employees were not able to take full PTO days anyway and now they don't even get paid for un-used days" [X Link](https://x.com/VivekChirps/status/1732602783332004345) 2023-12-07T03:27Z [---] followers, 146.6K engagements "This was in the client note sent by Goldman Sachs in Dec [----] Kostin advises Goldmans clients to remain cautious given the high risk in case of a recession. The strategist also shared [--] tips on how to navigate [----]. - Own defensive sectors with low-interest rate risk (Health Care Consumer Staples and Energy); - Own stocks with leverage to decelerating inflation; - Avoid unprofitable long-duration equities; - Own firms with resilient margins; - Avoid stocks with vulnerable margins if the recent decline in SG&A reverses. Healthcare Consumer staples and Energy have all been negative YTD while" [X Link](https://x.com/VivekChirps/status/1732612520169574762) 2023-12-07T04:06Z [---] followers, [--] engagements "Sadly many will pile into it without understanding the risks profile of this The dividend yield looks juicy because of faulty assumption that the front month option premium yield can be annualized. If stock goes down the next month yield will be cut This strategy still has full downside exposure although reduced by the amount of option premium and treasury yield collected β If MSTR goes to the moon you don't enjoy the full upside. Gains are capped at 15% + the option premium + treasury yield - which is decent enough. Don't bet your house on this unless you understand these" [X Link](https://x.com/VivekChirps/status/1732905625322160491) 2023-12-07T23:31Z [---] followers, [---] engagements "This is why Berkshire likes to own full businesses over owning just small stake . It is tax efficient Long $BRK.B" [X Link](https://x.com/VivekChirps/status/1732955608016736717) 2023-12-08T02:49Z [---] followers, [--] engagements "What Wall Street wont tell you about investing in investing outstanding long-term results are produced by primarily avoiding dumb decisions rather than making brilliant ones DCAing into Index fund ($SPY) and avoiding flavor of the month stock will do wonders for a common investor" [X Link](https://x.com/VivekChirps/status/1733002596020039708) 2023-12-08T05:56Z [----] followers, [--] engagements "SEC preparing investors for #Bitcoin ETF They did similar campaign before BTC Futures based ETFs were introduced" [X Link](https://x.com/VivekChirps/status/1733184039685931110) 2023-12-08T17:57Z [---] followers, [--] engagements "Heres another example of retail investors getting sucked into Yield maximizing ETFs that utilize covered call selling. While 9.8% total return in a month is impressive it pales if you consider that the underlying stock $COIN is up 100% Investor would have done by just buying and holding the stock and sell call spread to generate income + give opportunity for growth in case stock goes to the moon. Do the right thing and learn how to trade options and manage it" [X Link](https://x.com/VivekChirps/status/1735133416490975542) 2023-12-14T03:03Z [---] followers, [---] engagements "Here's the output of option selling today $DIS SOLD [---] DIS [---] (Weeklys) [--] JAN [--] [--] PUT @ .39 ----- ----- ----- Remarks : 12/18-Sold put near [--] delta *******************************************************" $ARKK SOLD [---] ARKK [---] [--] FEB [--] [--] PUT @ .82 NYSE ----- ----- ----- Remarks : 12/18-Closed Jan exp trade for profit. Opening Feb expiration short put near [--] delta. *******************************************************" $F SOLD [---] F [---] [--] JAN [--] [--] CALL @ .10 AMEX ----- ----- ----- Remarks : 12/18-Opening covered call near [--] delta" [X Link](https://x.com/VivekChirps/status/1736937406027465019) 2023-12-19T02:32Z [---] followers, [--] engagements "If macro is your thing here is the most comprehensive list of [----] macro outlook from Wall Street firms" [X Link](https://x.com/VivekChirps/status/1736944822152528244) 2023-12-19T03:01Z [---] followers, [--] engagements "When in doubt zoom out. Crypto assets market cap five years ago and now. Source : Messari Crypto Theses 2024" [X Link](https://x.com/VivekChirps/status/1737976261132316914) 2023-12-21T23:20Z [---] followers, [--] engagements "@jevgenijs If the cost of acquisition would have been the announced amount of $29B that would have resulted in $26.85 B of Goodwill on balance sheet. π€―" [X Link](https://x.com/VivekChirps/status/1738230497443246550) 2023-12-22T16:10Z [---] followers, [---] engagements "$NIO has never turned operating profit in any year. Has diluted shareholders by raising multiple rounds of financing to fund the operations. OTOH $BYDDF $LI generate operating profit net profit and free cash flow. Why should one pick $NIO other the other two Chinese EV companies" [X Link](https://x.com/VivekChirps/status/1739536015130513768) 2023-12-26T06:37Z [---] followers, [----] engagements "@TK188 @Beth_Kindig The difference is Amazon had positive operating income always and NIO didnt. Amazon reinvested all the operating income to grow the business whereas NIO is dependent on graciousness of others to survive" [X Link](https://x.com/VivekChirps/status/1739897298912715261) 2023-12-27T06:33Z [---] followers, [--] engagements "Grayscale doesnt want to be left behind in the approval queue so agrees to cash creation/redemption Grayscale's amended S-3 gives a nice little background on the key sticking point for in-kind creation/redemption. The SEC promulgated rulemaking for digital asset safekeeping. Despite the fact that BDs and exchanges apparently believe they could comply with the rule and offer https://t.co/SdudYdsgoR Grayscale's amended S-3 gives a nice little background on the key sticking point for in-kind creation/redemption. The SEC promulgated rulemaking for digital asset safekeeping. Despite the fact that" [X Link](https://x.com/anyuser/status/1739899541313454156) 2023-12-27T06:42Z [--] followers, [--] engagements "@DreamDividend Shouldnt have JEPQ in this list. The income generated from selling covered call premium is fickle and will come down once interest rates start to drop" [X Link](https://x.com/VivekChirps/status/1741008150906683725) 2023-12-30T08:07Z [---] followers, [---] engagements "If AIP is as great a platform as the company claims it to be Their SGA expenses are 3x the R&D. Are they discounting it hugely to push the sale Why Palantir operating margin is in single digit Seems the stock is running on AI Hype and gotten ahead of business fundamentals. - I am cynically bullish though" [X Link](https://x.com/anyuser/status/1741012673444389092) 2023-12-30T08:25Z [--] followers, [----] engagements "@dhaval_kotecha At the end of [----] Goldman Sachs told their clients to move to defensive sectors- Healthcare Consumer Staples and Energy. These are the [--] of the [--] worst sectors this year. The forecasts should come with caveat emptor warning" [X Link](https://x.com/VivekChirps/status/1741238555798888484) 2023-12-30T23:23Z [---] followers, [--] engagements "@EricBalchunas and @JSeyff have been the best ones to keep the @Bitcoin community up to date and ETF process. Huge thanks to both. I for sure owe them drinks πΊ @JSeyff @EricBalchunas @psarofagis https://t.co/Y5PVG1OBdV @JSeyff @EricBalchunas @psarofagis https://t.co/Y5PVG1OBdV" [X Link](https://x.com/VivekChirps/status/1743429508773069177) 2024-01-06T00:29Z [---] followers, [--] engagements "@maxkeiser @BTC_Archive Id rather take counterparty risk coming from Blackrock than crypto exchanges getting hacked or hardware wallet libraries getting compromised. Convenience is a huge factor in investing. Wont underestimate it" [X Link](https://x.com/VivekChirps/status/1743769994876592153) 2024-01-06T23:02Z [---] followers, [---] engagements "In todays webinar in response to an investors question I mentioned why $AAPL buyback of over $700b worth of shares is good thing. It generates huge amount of cash more than what it can possible reinvest. So it is okay for them to return it to shareholders via buybacks and dividends. Heres the number - over $100B in past [--] months. These tech stocks have the highest operating cash flow over the last twelve months: Apple $AAPL: $110.5B Alphabet $GOOG: $106.4B Microsoft $MSFT: $95.0B Amazon $AMZN: $71.7B Meta $META: $66.2B TSMC $TSM: $44.0B Alibaba $BABA: $30.4B Nvidia $NVDA: $18.8B Cisco $CSCO:" [X Link](https://x.com/VivekChirps/status/1743845686305751121) 2024-01-07T04:03Z [---] followers, [---] engagements "@gurgavin You missed out the decision by SEC on the most anticipated ETF of all time on or before Jan [--]. [--] issuers could be approved for spot Bitcoin ETF" [X Link](https://x.com/VivekChirps/status/1744092946969014341) 2024-01-07T20:25Z [---] followers, [----] engagements "What's causing 5% jump in $NVDA to hit new [--] wk high" [X Link](https://x.com/VivekChirps/status/1744385301802549309) 2024-01-08T15:47Z [---] followers, [--] engagements "@gurgavin Only news I see is negative i.e. Chinese Tech giants are not interested in slower chips from NVDA and would rather go with Chinese manufactured chips. How could that be bullish for NVDA until I have missed something else" [X Link](https://x.com/VivekChirps/status/1744385730829529126) 2024-01-08T15:49Z [---] followers, [--] engagements "@JSeyff I want to smoke what Grayscale folks are" [X Link](https://x.com/VivekChirps/status/1744387833182503305) 2024-01-08T15:57Z [---] followers, [---] engagements "@dotkrueger My first step after approval : Sell GBTC and buy Blackeocks ETF. I own it in retirement account so no tax worries anyway" [X Link](https://x.com/VivekChirps/status/1744641518617694679) 2024-01-09T08:45Z [---] followers, [--] engagements "There are more deep fake @bgarlinghouse and @saylor videos convincingly doing crypto giveaways on YouTube than the real ones. Gosh with the advances in AIone really needs to be on the toes always" [X Link](https://x.com/VivekChirps/status/1744857287465042017) 2024-01-09T23:02Z [---] followers, [--] engagements "#Bitcoin ETF had generated the most interest ever for any ETF launch. @GaryCardone Almost [----] people have tuned in to discuss todays interesting #BTC ETF updates. @GaryCardone Almost [----] people have tuned in to discuss todays interesting #BTC ETF updates" [X Link](https://x.com/VivekChirps/status/1744873309534310862) 2024-01-10T00:06Z [---] followers, [--] engagements "@EricBalchunas X s team can trace the device its IP and other details for the source of the original tweet . @EricBalchunas can you pull some strings with Elon to get this info" [X Link](https://x.com/VivekChirps/status/1744887802691776513) 2024-01-10T01:04Z [---] followers, [---] engagements "@Beth_Kindig I had heard that Microsoft is the place where consumer products go to die. Hopefully AI can erase that stigma" [X Link](https://x.com/VivekChirps/status/1744980781062393892) 2024-01-10T07:13Z [---] followers, [---] engagements "While market is waiting with bated breath for approval on spot #Bitcoin ETF here are the tickers for you to create a watchlist in your favorite trading platform Wisdom tree $BTCW Grayscale $GBTC Blackrock $IBIT Invesco $BTCO Franklin $EZBC Valkyrie $BRRR Hashdex $DEFI VanEck $HODL Fidelity $FBTC Bitwise $BITB ARK $ARKB" [X Link](https://x.com/VivekChirps/status/1745105970366390634) 2024-01-10T15:31Z [----] followers, [---] engagements "@arny_trezzi @PalantirBullets Correlation is not causation. While I appreciate your inputs on $PLTR this one has stretched too far" [X Link](https://x.com/VivekChirps/status/1745122028271870211) 2024-01-10T16:34Z [---] followers, [---] engagements "15 years ago the legendary Hal Finny tweeted this. That Bitcoin node he started resulted in the network that is still running. And a spot ETF getting approved on the same day is surreal. Running bitcoin Running bitcoin" [X Link](https://x.com/VivekChirps/status/1745123771969863813) 2024-01-10T16:41Z [---] followers, [---] engagements "@BitcoinMagazine He never said that JPM wont make money on worthless stuff thats harmful for society. JPM has pushed many worthless companies with dubious business practices on to investing community via IPO. Thats normal" [X Link](https://x.com/VivekChirps/status/1745124922308112445) 2024-01-10T16:46Z [---] followers, [--] engagements "@elonmusk just said on a Bitcoin ETF space that he owns πΆ coin and SpaceX still owns #Bitcoin " [X Link](https://x.com/VivekChirps/status/1745219680200188278) 2024-01-10T23:02Z [---] followers, [--] engagements "Elon says- I joined this space because Cathie asked me to otherwise I am not too excited about it. Wow thats some display of power of being an investor" [X Link](https://x.com/VivekChirps/status/1745223754807116164) 2024-01-10T23:19Z [---] followers, [--] engagements "A financial institution as serious as Franklin Templeton chose to have some fun on the epic spot #Bitcoin ETF approval day. Why not Its [--] years in the making. Time to enjoy the fruits. #NewProfilePic https://t.co/OZTfkehgUa #NewProfilePic https://t.co/OZTfkehgUa" [X Link](https://x.com/VivekChirps/status/1745250324548641265) 2024-01-11T01:04Z [---] followers, [--] engagements "@NateGeraci Absolutely I sure will be telling future grandkids the story of spot Bitcoin ETF birth" [X Link](https://x.com/VivekChirps/status/1745314250892206157) 2024-01-11T05:18Z [---] followers, [--] engagements "Buying $GBTC at 30% discount to NAV in Roth IRA could turn out to be the best investing decision for me" [X Link](https://x.com/anyuser/status/1745342246424351140) 2024-01-11T07:09Z [--] followers, [--] engagements "It run apps for you. For example a user might tell r1: Get me an Uber to the office pick out some pump-up music for the trip and notify the team Ill be a little late. The LAM then interfaces with the relevant apps to fulfill the request. Runs a proprietary AI model called the Large Action Model (LAM) and built on top of OpenAI of course" [X Link](https://x.com/VivekChirps/status/1745346276617785392) 2024-01-11T07:25Z [---] followers, [----] engagements "@dotkrueger Did the thing. Good bye $GBTC. Welcoming $ARKB to my portfolio" [X Link](https://x.com/VivekChirps/status/1745468529099636936) 2024-01-11T15:31Z [---] followers, [--] engagements "@dotkrueger $ARKB had lower fee than $IBIT and also I like to work with fund whose CIO has her PA invested in the asset" [X Link](https://x.com/anyuser/status/1745468853692608761) 2024-01-11T15:32Z [--] followers, [--] engagements "Sold $GBTC and bought $ARKB. Fees matter a lot in long term" [X Link](https://x.com/anyuser/status/1745469430380068959) 2024-01-11T15:35Z [--] followers, [--] engagements "@tastytrade for $ARKB why is Bid/Ask spread wider on Tastytrade platform compared to others See comparison with TD Ameritrade. I really wanted to buy it on Tasty but will be doing dis-service to my family. @Tony_BATtista - thoughts" [X Link](https://x.com/anyuser/status/1745520100634239122) 2024-01-11T18:56Z [--] followers, [---] engagements "@Speculator_io I am aware that $BITB is [--] bps cheaper but I like the fact that @CathieDWood has 25% of her personal assets in bitcoin. I love the funds whose money managers are invested with me. Hence chose $ARKB" [X Link](https://x.com/VivekChirps/status/1745521152653693121) 2024-01-11T19:00Z [---] followers, [--] engagements "@gaborgurbacs @JSeyff I did my bit by selling $GBTC and buying $ARKB. Looking at the difference in the fee it was a no-brainer decision" [X Link](https://x.com/VivekChirps/status/1745556347834474915) 2024-01-11T21:20Z [---] followers, [--] engagements "@NateGeraci Nate do you know when will we see exchanges listing options on these ETFs" [X Link](https://x.com/VivekChirps/status/1745583412386418825) 2024-01-11T23:08Z [---] followers, [---] engagements "1/3 Every investor needs to build her own thesis if she wants to invest in an individual company. She should not blindly pick up any Wall Street analyst's analysis and act on it. We'll take $TSLA as an example to demonstrate it" [X Link](https://x.com/anyuser/status/1745657377465221141) 2024-01-12T04:02Z [--] followers, [--] engagements "2/3 - Bernstein analyst Toni Sacconaghi predicts weakening demand [---] million vehicles to be sold this year up less than 17% from [----]. Has sell rating and price target of $150 - Baird analyst Ben Kallohas a Buy rating on the stock with target of $300. His catalysts includes a low-price model to help revive demand a refreshed Model Y falling raw material costs and streamlined production" [X Link](https://x.com/VivekChirps/status/1745657379142947014) 2024-01-12T04:02Z [---] followers, [--] engagements "3/3 Who's right Perhaps neither Unless we have your own thesis on $TSLA we'll be oscillating between opposite cases by esteemed analysts. Hence its very important to DYOR" [X Link](https://x.com/VivekChirps/status/1745657380380274920) 2024-01-12T04:02Z [---] followers, [--] engagements "Wow What's up with Japanese ETF $EWJ I had turned bullish on Japan during mid-2023 when I presented the thesis in the weekly investment club discussion. (link in the next message in the thread). Even then I am surprised to see such a huge jump in the ETF. Its' up almost 5% YTD. I ain't complaining but pleasantly surprised" [X Link](https://x.com/VivekChirps/status/1745886426808398325) 2024-01-12T19:12Z [---] followers, [--] engagements "Bought some $TSLA today. My second long stock trade. The previous one was in Oct [----]. I love to buy when street hates it" [X Link](https://x.com/VivekChirps/status/1745898928992833697) 2024-01-12T20:01Z [---] followers, [---] engagements "@nic__carter @nic__carter Grayscale understood the power of inertia. We still have hundreds of billions of $ sitting in checking accounts of money center banks that pay 1-2 bps interest whereas neo banks pay [---] bps. One has to take a deliberate action and most just wont" [X Link](https://x.com/VivekChirps/status/1746083838970007585) 2024-01-13T08:16Z [---] followers, [--] engagements "My contemporary investors say that Chapter [--] is the most important one in The Intelligent Investor. Wish me luck" [X Link](https://x.com/VivekChirps/status/1746318835937136867) 2024-01-13T23:50Z [---] followers, [--] engagements "@amitisinvesting I used to dread drawdown now I pray for correction my high conviction stocks so I can accumulate more at cheaper prices" [X Link](https://x.com/VivekChirps/status/1747449324966121805) 2024-01-17T02:42Z [---] followers, [--] engagements "@investafter40 @PursuingFreed0m Or be the insurance company selling protection contracts for the premium" [X Link](https://x.com/VivekChirps/status/1747492163007709671) 2024-01-17T05:32Z [---] followers, [--] engagements "@scottmelker He just lost his cool. If he hates #Bitcoin so much he should he ask his team to withdraw from being the authorized participant for the Bitcoin ETF" [X Link](https://x.com/VivekChirps/status/1747633358656676148) 2024-01-17T14:53Z [---] followers, [---] engagements "@kgreifeld Why would someone invest in these inferior product when there is spot bitcoin ETF Futures based ETFs were fillers while we waited for the real show" [X Link](https://x.com/VivekChirps/status/1747634070979555530) 2024-01-17T14:56Z [---] followers, [---] engagements "All China based stocks getting a haircut after China misses GDP and retail sales estimates. $BABA $NIO $XPEV $LI $BIDU $KWEB" [X Link](https://x.com/anyuser/status/1747655883260403940) 2024-01-17T16:23Z [--] followers, [---] engagements "@nic__carter @BitwiseInvest I swapped to $ARKB immediately after both ETFs started trading on Jan [--]. It is harakiri to stay with GBTC in non taxable account" [X Link](https://x.com/VivekChirps/status/1747780817441681657) 2024-01-18T00:39Z [---] followers, [--] engagements "@amitisinvesting So thats $1B of additional liability that they need to serve. Hopefully they will be able to generate enough income" [X Link](https://x.com/VivekChirps/status/1747781260087574605) 2024-01-18T00:41Z [---] followers, [--] engagements "@NateGeraci @crypto Nice try by Grayscale. But nopes. this still doesn't explain 9x fee" [X Link](https://x.com/VivekChirps/status/1747784033919287752) 2024-01-18T00:52Z [---] followers, [--] engagements "@arny_trezzi Complete lack of bearish thesis itself is a risk. When everyone gets to the same side of the boat we know what happens then. I'm not saying that $MSFT will topple but too much optimism is already built into it. It has to execute better than perfect" [X Link](https://x.com/VivekChirps/status/1747784509855322202) 2024-01-18T00:54Z [---] followers, [---] engagements "@FromValue The age old wisdom proven with real data. Thanks for sharing. The moral is to hold for [--] years. Most investors obsess over timing the market rather than time-in the market" [X Link](https://x.com/VivekChirps/status/1747797198899986602) 2024-01-18T01:44Z [---] followers, [---] engagements "@PronkDaniel Who doesn't love pizza" [X Link](https://x.com/VivekChirps/status/1747826211852886323) 2024-01-18T03:40Z [---] followers, [---] engagements "I have to admit that I have investor-crush with @dkhos . Every time I hear him speak on a podcast or in a conference I end up buying shares of $UBER. He transformed the company from being "never gonna make money" to generating $1B of FCF per quarter. That's leadership" [X Link](https://x.com/VivekChirps/status/1747841857521082854) 2024-01-18T04:42Z [---] followers, [---] engagements "@MarkTMeredith The doctor who have had cancer and cured himself will be able to empathize with patient better than those who have not gone through the same pain" [X Link](https://x.com/VivekChirps/status/1747843020589068471) 2024-01-18T04:47Z [---] followers, [---] engagements "Spirit's spirit sucked out. Down 70% in a week. $SAVE" [X Link](https://x.com/anyuser/status/1748034877776396627) 2024-01-18T17:29Z [--] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@VivekChirps Vivek SVivek S posts on X about $nvda, $googl, $amzn, $pltr the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks finance #4059 technology brands cryptocurrencies countries automotive brands social networks exchanges celebrities currencies
Social topic influence $nvda, $googl, $amzn, $pltr, meta, $meli, stocks, $brkb #112, money, asml
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) MercadoLibre Inc (MELI) Berkshire Hathaway Inc Class B (BRK.B) Bitcoin (BTC) SPDR S&P [---] ETF Trust (SPY) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Metadium (META) Apple, Inc. (AAPL) Uber Technologies, Inc. (UBER) Shopify Inc (SHOP) Taiwan Semiconductor (TSM) PayPal Holdings Inc (PYPL) Intel Corporation (INTC) Coupang, Inc. (CPNG) Alibaba Group (BABA) Arista Networks Inc (ANET) iShares BTC Trust (IBIT) Sea Limited (SE) Trade Desk, Inc. (TTD) DisChain (DIS) Crowdstrike Holdings Inc (CRWD) ARK 21Shares Bitcoin ETF (ARKB) Airbnb, Inc. (ABNB) BounceBit (BB) RAI Finance (SOFI) Grayscale BTC ETF (GBTC) BlackBerry Limited (BB) Pinterest, Inc. (PINS) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) Coinbase Global Inc. (COIN) Super Micro Computer, Inc. Common Stock (SMCI) Snap, Inc. (SNAP) Mario Coin (COIN) Lennox International, Inc. (LII) IBM (IBM) Fidelity BTC Trust (FBTC) Ethereum (ETH)
Top posts by engagements in the last [--] hours
"Alphabets in my portfolio. Need help to fill in "Y" slot. $AAPL $BIDU $CRWD $DIS $EEM $FB $GDOT $HQY $IWM $JMIA $KHC $LULU $MGNI $NFLX $OIH $PD $QQQ $RKT $SBUX $TDOC $U $VZ $WMT $XLF $ZM @BrianFeroldi can you help"
X Link 2020-12-25T01:09Z [----] followers, [--] engagements
"UBS Credit Suisse BNP Paribas Deutsche Bank ING https://lnkd.in/e4CEK5NZ https://lnkd.in/ec4hWEdm https://lnkd.in/eNpdmVH8 https://lnkd.in/exudCU6V https://lnkd.in/eAWCSV_7 https://lnkd.in/e4CEK5NZ https://lnkd.in/ec4hWEdm https://lnkd.in/eNpdmVH8 https://lnkd.in/exudCU6V https://lnkd.in/eAWCSV_7"
X Link 2023-01-02T14:50Z [----] followers, [--] engagements
"Apollo Global Management Inc. Wells Fargo BNY Mellon Fidelity International Lazard https://lnkd.in/ezMfVgND https://lnkd.in/eku-xhqp https://lnkd.in/euMkQnKE https://lnkd.in/ewwq_62M https://lnkd.in/eJwK6tVx https://lnkd.in/ezMfVgND https://lnkd.in/eku-xhqp https://lnkd.in/euMkQnKE https://lnkd.in/ewwq_62M https://lnkd.in/eJwK6tVx"
X Link 2023-01-02T14:50Z [----] followers, [--] engagements
"@ftr_investors Own [--] of these. $ABNB $GOOGL $MSFT $PLTR $DIS $UBER are a few others that I plan to hold for this decade"
X Link 2023-06-15T00:30Z [---] followers, [--] engagements
"@RihardJarc Markets are generally efficient but sometimes they get crazy and present opportunities to those who wait for it. $META below $100 was one such opportunity"
X Link 2023-06-17T00:46Z [---] followers, [--] engagements
"The recent episode from @AcquiredFM is a gem. The hosts interview the CEO of Uber. If you are or want to be an $uber shareholder you cannot miss this. It is a lot better than reading through analysts reports. Thoroughly enjoyed"
X Link 2023-06-17T00:52Z [---] followers, [--] engagements
"@OptiontradinIQ Covered call premium is icing on the cake ( $VZ ). Let's not make the mistake of buying the big cake just because of icing. Make sure you love the cake and ready to hold it in portfolio for long"
X Link 2023-06-24T06:09Z [---] followers, [---] engagements
"@dhaval_kotecha $SPY - 11.60% CASH - 11.52% $AAPL - 5.29% $MSFT- 3.74% $MELI- 3.68% $META- 3.42% $QQQ- 2.96% $AMZN- 2.76% $NVDA- 2.66% $SHOP- 2.56% Top [--] constitute 50% of overall portolio"
X Link 2023-06-30T22:47Z [---] followers, [--] engagements
"$MELI continues to perform. There's nothing in this quarter that I don't like. I really like the way they pull all metrics in a single slide"
X Link 2023-08-03T16:04Z [---] followers, [--] engagements
"@StockMKTNewz That had me a bit concerned. Can $PLTR find no better use of the capital Is it signaling that their market has matured How about continue to invest in AIP May be acquire some companies to accelerate the growth or expand in other geographies"
X Link 2023-08-07T21:22Z [---] followers, [--] engagements
"The long awaited decision from $PYPL is finally here "
X Link 2023-08-14T16:19Z [---] followers, [---] engagements
"@DonMiami3 @MacroEdgeRes Not sure if a Reddit post indicates a trend. I know of a few who have received offer after completing summer internship this year. It might be dependent on the skill set / department though"
X Link 2023-08-15T00:06Z [---] followers, [---] engagements
"@cadeinvests But it is a trap too. You get comfortable with paycheck ringing in periodically and lose capacity to take risk which is inherent in wealth building. I call it golden handcuffs"
X Link 2023-08-15T00:57Z [---] followers, [---] engagements
"$NVDA $ORCL $LLY and $JNJ administering CPR on the market"
X Link 2023-08-15T16:11Z [----] followers, [---] engagements
"@AyeshaTariq The Equity Risk Premium is lowest it has been in [--] decades so not surprising that cash is long"
X Link 2023-08-19T13:12Z [---] followers, [---] engagements
"Sentinel One ( $S ) puts itself up for sale. Bullish for $CRWD"
X Link 2023-08-21T17:43Z [----] followers, [----] engagements
"Mortgage company Better $BETR is desperately hoping for better days ahead. It IPOed via SPAC today and is down 95% at closing"
X Link 2023-08-24T20:21Z [----] followers, [---] engagements
"@APompliano $BETR is now praying for better days"
X Link 2023-08-25T01:21Z [---] followers, [----] engagements
"While we wait for Mr. Market to finish doing what it wants to why not reduce the cost basis Here are the new trades opened today $ABNB Opened on 08/24/23 : SOLD [---] 1/1/-1 CUSTOM ABNB [---] [--] OCT 23/20 OCT 23/20 OCT [--] 145/120/110 CALL/PUT/PUT @4.34 ----- ----- ----- Remarks : 8/24-Had closed Sep IC for profit. Opening a Jade Lizard for Oct. Own long shares so no risk on the upside *******************************************************" $TSM Opened on 08/24/23 : SOLD [---] TSM [---] [--] OCT [--] [---] CALL @1.17 ----- ----- ----- Remarks : 8/24-Opening a covered call near [--] delta."
X Link 2023-08-25T04:00Z [---] followers, [---] engagements
"@OJRenick The world just can't seem to have enough of $NVDA"
X Link 2023-08-25T05:31Z [---] followers, [--] engagements
"Veritas rumored to buy $BB (source : Bloomberg) This would mean the end of [--] year association of the stock in my portfolio. This stock has been one of the best example in my portfolio of using @tastytrade principles of options selling and reducing cost basis. Stock Average buy price : $5.47 Option premium collected : $4.33 Net Cost basis : $ [----] Even though the stock is down 11% from my average buy price overall it is still 300% up from my net cost basis. Didn't happen in a day or week. Took [--] years of mechanically selling premium"
X Link 2023-08-25T16:13Z [----] followers, [----] engagements
"@SteadyCompound Trivia : While acquiring stakes in IBM and Tesco Berkshire had violated its master's rule #1 and learnt the lesson hard way"
X Link 2023-08-25T19:13Z [---] followers, [---] engagements
"Either we can complain about stock not doing what we want it to OR we actively work to reduce the cost basis so that the down move doesn't hurt as much. I have been buying Disney since May [----] and the average buy price is $101. But I've also been selling option premium on $DIS and have banked enough premium to reduce the cost basis to $76 . So overall position is still in profit. I can't control where the stock would go. All I can do is to reduce the cost basis of the shares that I want to hold for long term"
X Link 2023-08-25T19:31Z [---] followers, [----] engagements
"@theallinpod @Arm @GOP Personally gratifying to see all besties now have perfect pronunciation of my name. Thanks to Vivek Ramaswamy"
X Link 2023-08-26T04:37Z [---] followers, [----] engagements
"@IrrationalMrkts - Can plan for long term rather than Q by Q - Not constrained by max allocation limit - Can take contrarian view without any career risk - Can focus on increasing returns without worrying about AUM"
X Link 2023-08-27T20:00Z [---] followers, [---] engagements
"$VFS - The frenzy in this Vietnamese automaker stock shows there's still a lot of forth in the EV. Retail investors are desperate to find the next regional winner. Will it be $TSLA or $NKLA Will be fun to watch how this ends"
X Link 2023-08-28T16:38Z [---] followers, [---] engagements
"If SEC does not appeal and Grayscale is proceeds with conversion of $GBTC to ETF it will be big win for $GBTC holders. The units have been trading at discount to the NAV and now that gap will be closed"
X Link 2023-08-29T17:02Z [---] followers, [--] engagements
"@Codie_Sanchez @NavalismHQ How do we translate these learnings into public market investing Majority of investors dont have access to private / VC market. $UBER hasnt had a good show in the public life. Stock had heavily underperformed market since its IPO"
X Link 2023-08-31T15:15Z [---] followers, [--] engagements
"$MELI is up 14% in past [--] days without any big news. Whats cooking over there"
X Link 2023-08-31T18:45Z [---] followers, [---] engagements
"" It didnt matter if the company was any good; if you downgraded it you were almost certain to be wrong. And on Wall Street the reality was that picking a good stock was far more important than picking a good company. " - Maggie Mahar"
X Link 2023-08-31T23:02Z [---] followers, [--] engagements
"Recap of 8/31/23 Option Premium sold : $150 $SNAP SOLD [---] SNAP [---] [--] SEP [--] [--] CALL @ [----] TWORKS ----- ----- ----- Remarks : 8/31-Opening covered call near [--] delta"
X Link 2023-09-01T00:19Z [---] followers, [--] engagements
"@RihardJarc Same here. Happy investor in both $SHOP and $AMZN"
X Link 2023-09-01T02:09Z [---] followers, [--] engagements
"The best performing stock for past [--] years in not a tech company. In fact just one tech company is in top [--] Gems are available in every sector. $AAPL $MNST"
X Link 2023-09-01T03:26Z [---] followers, [---] engagements
"@wolfofharcourt @VisualCap I am a long term buy hedge and hold investor but has reservations in taking this chart at face value without having similar study on missing worst n days"
X Link 2023-09-03T01:54Z [---] followers, [--] engagements
"@Vivek_Investor Same here. I review my bookmarks every weekend to extract the pieces of wisdom and move it to long term storage and then un-bookmark it. My confession- I still have many pending review π"
X Link 2023-09-03T02:09Z [---] followers, [--] engagements
"" When the crash of 1973-74 finally ended the Dow came to rest at 577-seven points below where it had traded in [----] some [--] years earlier. No wonder long-term investors felt betrayed. " - Maggie Mahar in Bull A history of the boom from 1982-1999 Takeaway: There have been and will be periods of no capital gains in the market. No one can predict when such a lost decade(s) would happen. So it is important to continuously reduce the cost basis of your holdings. If you hold a stock at $0 or less the lost decade hurts less"
X Link 2023-09-05T00:45Z [---] followers, [--] engagements
"Why is my feed showing a lot more posts related to $ADA and #Cardano today What logic changed overnight"
X Link 2023-09-05T16:04Z [---] followers, [--] engagements
"Applying the rule of 20s on mid size+ businesses here are the [--] businesses that meet this criteria : $ABNB $ASML $CPRT $MPWR Rule of 20s +++++++++ - 20%+ Net profit margin - 20%+ EPS growth over past [--] years - 20%+ Expected EPS growth for next [--] years - 20%+ Return on Investment I own [--] of these keeping other [--] on my watchlist"
X Link 2023-09-08T22:49Z [----] followers, [---] engagements
"@Invested_In_You Wouldn't the tax deduction on mortgage interest have lowered the net mortgage rate and nullified the impact of tax Did that not work out"
X Link 2023-09-09T01:48Z [---] followers, [---] engagements
"I have been building position in $ASML and reducing cost basis by using options. I have an option position in it expiring on Oct [--]. If it stays between [---] and [---] I'll make $685 which will reduce the cost basis of shares that I currently own. If it falls below $610 will buy more. If it goes above $710 will sell some"
X Link 2023-09-09T19:38Z [---] followers, [--] engagements
"@unusual_whales I will hold $MELI but not sure about selling it at the end of year"
X Link 2023-09-10T21:30Z [---] followers, [----] engagements
"@Americanism308 @unusual_whales Yep. $MELI continue to put out good numbers Q after Q"
X Link 2023-09-11T04:46Z [---] followers, [--] engagements
"Don't understand why market is calling it a surprise move. Daniel was CEO and Chairman of the whole Alibaba group. Then they broke the group into [--] separate companies and he was made CEO of one of the companies. In corporate speak that's euphemism for "get your a** out of here". It was polite way of showing the door. This should have been part of investment thesis anyway"
X Link 2023-09-11T21:43Z [---] followers, [--] engagements
"Cant wrap my head around the recent upgrade of $TSLA by Morgan Stanleys Adam Jonas. $600B value credited to Dojos AI as a Service. How much revenue till date from AI SaaS - $0 "
X Link 2023-09-12T12:50Z [---] followers, [---] engagements
"Date : 09/12/23 $SHOP SOLD [---] SHOP [---] [--] OCT [--] [--] CALL @ [----] PHLX ----- ----- ----- Remarks : 9/12-Continuing the strategy of reducing cost basis opening a covered call near [--] delta. Stock purhcase price: $38.91 Current cost basis : $26.48 Option premiums helped to reduce the cost by $12.43 per share till date. So rinse and repeat. Why not *******************************************************"
X Link 2023-09-12T20:16Z [---] followers, [--] engagements
"Wall Street competitors who won't agree on anything do agree on expected inflation number due tomorrow"
X Link 2023-09-12T21:16Z [---] followers, [--] engagements
"If you are an investor in any studio/ broadcasting or streaming service this thread is a must-read. Prof @AswathDamodaran has explained the business segments profit drivers and his take on valuation. Once again superb piece from him. $DIS $NFLX $WBD $CMCSA"
X Link 2023-09-13T00:50Z [---] followers, [---] engagements
"@mukund $MELI $ASML $CPRT $AXON"
X Link 2023-09-14T05:39Z [---] followers, [---] engagements
"09/15/2023 Option Trades $XPEV SOLD [---] XPEV [---] [--] OCT [--] [--] CALL @ [----] ----- ----- ----- Remarks : 9/15-The Sep expiration $18 call was closed at profit. Opening Oct expiration $19 call. Hold long shares so it"
X Link 2023-09-16T01:09Z [---] followers, [--] engagements
"@mikulaja fake it till you make it . the typical Silicon Valley mantra. FTV now worried about the recent Series B investment"
X Link 2023-09-18T03:26Z [---] followers, [--] engagements
"Convertible notes weighing down on $MELI and $NIO MELI : redeeming the notes to save interest expense NIO : Selling more convertible notes to retire existing debt and fund operations"
X Link 2023-09-19T15:27Z [---] followers, [---] engagements
"09/20/23 Option trades summary : Busier than usual day because of Fed rate announcement. Was more aggressive in closing the Oct expiration trades that had hit (or were close to) the profit target. Then opened Nov expiration trades to reduce the overall portfolio delta $SHOP SOLD [---] STRANGLE SHOP [---] [--] NOV [--] 60/50 CALL/PUT @ [----] ----- ----- ----- Remarks : 9/20-Had closed a short call for profit today. Opening slightly bearish strangle. Hold long shares so covered on the call side *******************************************************" $XPEV SOLD [---] XPEV [---] [--] NOV [--] [--] CALL @ [----] PHLX"
X Link 2023-09-21T00:06Z [---] followers, [--] engagements
"When will we stop tinkering with symptoms and address the core issue Selectively removing items from credit report will reduce the utility of the report"
X Link 2023-09-22T03:38Z [---] followers, [--] engagements
"This IPO is not about raising money for us. It's really about making sure that all employees can have liquidity on stock that they worked very hard for Instacart CEO Fidji SimotoldCNBCs Dierdre Bosa on Tuesday. Also theres a condition upon which employees can sell their shares prior to usual [---] day lockup. What are your thoughts on this unusual deal to allow seling by employees I dont want to be liquidity exit for $CART"
X Link 2023-09-22T20:22Z [---] followers, [---] engagements
"Great work Kim. Slow and steady and it will happen. I hold $NIO with cost basis below $0. Been actively involved in it since [----]. Average buy price for stock : $12.13 Option premium collected till date : $13.91 Net cost basis : ($1.78) Every cent increase in stock price yields me infinite ROI"
X Link 2023-09-23T02:58Z [---] followers, [--] engagements
"@StockMarketNerd This bickering presents good opportunities in market. Waiting for it"
X Link 2023-09-26T15:16Z [----] followers, [---] engagements
"@ravikandasamy1 @QCompounding I generally use these to gain exposure to market or specific sectors $SPY - S&P [---] $DIA - Dow Jones $XLK - Tech $XLV - Healthcare $XLE - Energy $XLF - Financials $XLY- consumer discretionary $XLP - Staples $XLU - Utilities $XLI - Industrial $XLB - Materials $XBI- Biotech"
X Link 2023-09-27T07:45Z [---] followers, [--] engagements
"09/26/23 Option Trades (excluding delta hedging) $SE SOLD [---] SE [---] [--] NOV [--] [--] CALL @ .83 ----- ----- ----- Remarks : 9/26-SE shot up because of ruling in Indonesia. IVR decently high so selling a covered call near [--] delta *******************************************************" $EWJ SOLD [---] STRANGLE EWJ [---] [--] NOV [--] 63/59 CALL/PUT @ [----] CBOE ----- ----- ----- Remarks : 9/26-Had closed Oct expiration strangle for profit. So opening a Nov expiration strangle. *******************************************************" $NIO SOLD [---] NIO [---] [--] NOV [--] [---] PUT @ .42 ----- ----- ----- Remarks :"
X Link 2023-09-27T13:34Z [---] followers, [---] engagements
"@HeroDividend Recency bias : we think what happened in last [--] weeks will continue"
X Link 2023-09-29T01:23Z [---] followers, [--] engagements
"@qcapital2020 Still better than $VZ bagholders"
X Link 2023-09-29T01:24Z [---] followers, [---] engagements
"@DeepSailCapital IMHO valuations doesn't matter until it starts to. I am ok to buy at high valuation but not egregious one. With this disclaimer $MELI is my pick"
X Link 2023-09-29T02:47Z [---] followers, [---] engagements
"@fundam_inv @qcapital2020 @BillAckman @ScottWapnerCNBC @Ukraine @ZelenskyyUa @Carl_C_Icahn @RobertKennedyJr @VivekGRamaswamy @GovChristie Please watch the recent interview of Zuckerberg by Lex Friedman. The codec avatars used in that interview looked so real that you wont feel that they were geographically separated. That could be real use case of metaverse "
X Link 2023-09-29T03:17Z [---] followers, [--] engagements
"@dharmesh I love the one from CrowdStrike : We stop breaches"
X Link 2023-09-29T05:19Z [---] followers, [--] engagements
"Saw a post from an option seller that went something like this: "My options account is up $5K by selling [--] Cash Secured Puts on AAPL at $185." Those options contract expired on [--] Sep. Those contracts would have been assigned at $185. With AAPL near $170 did he really make money How about the capital loss of $15000 on AAPL shares Always think about overall portfolio. The segmentation of "options account" and "long stock account" is just to hide losses. #Optionselling"
X Link 2023-09-29T06:44Z [---] followers, [--] engagements
"Here's the portfolio pizza at the end of the month. Top [--] positions CASH 12.92% $SPY 12.37% $MELI 4.91% $AAPL 4.72% $MSFT 3.61% $META 3.31% $QQQ 2.91% $AMZN 2.72% $GOOGL 2.71% $SCHD 2.64% $GLD 2.29% $ASML 2.28% $SHOP 2.19% $BRK/B 1.97% $IWM 1.85% What are your top stocks"
X Link 2023-09-30T01:49Z [----] followers, [----] engagements
"@dhaval_kotecha @dhaval_kotecha - nice performance against the benchmark. Congratulations π Whats your game plan for Q4 Plan to hedge portfolio to preserve gains Thanks"
X Link 2023-09-30T06:08Z [---] followers, [---] engagements
"I used Bard and ChatGPT [---] to help me with scripting for googlesheets. Unexpectedly the answers from ChatGPT were less erroneous as compared to Bard. Eventually I dumped Bard and finished the task using ChatGPT. Is $GOOGL dog fooding Bard for internal teams esp. Googlesheet"
X Link 2023-10-02T00:27Z [---] followers, [--] engagements
"@JRogrow Been $COST card holder for [--] years and every trip resulted in over-shopping. That should have been a signal to buy stock instead of filling the cart"
X Link 2023-10-02T00:33Z [---] followers, [--] engagements
"Appalled that Biden Administration has agreed to grant temporary legal status to about 500K folks while my friends with advanced degrees in STEM have been toiling for 10+ years paying taxes contributing to economy and have no guaranteed path to becoming citizen. What kind of people do we want in this country"
X Link 2023-10-02T00:48Z [---] followers, 56.7K engagements
"Starting Monday it will be less than [--] DTE for October monthly expiration. As guru @Tony_BATtista preaches it's time to close the trades even at lower profit target than usual. Me thinks I gotta lot of work on my hands then"
X Link 2023-10-02T01:43Z [---] followers, [---] engagements
"For a moment I thought these are the some new sector ETFs from State Street. π€ͺ"
X Link 2023-10-02T02:38Z [---] followers, [---] engagements
"Not necessary that the stock should fall. In [----] Domino Pizza's CEO admitted that their pizza tastes like cardboard and they will fix it . Stock is up 100% since then In May [----] Elon said that Tesla stock was too high. Now the stock is trading at 5x. I guess only time will tell what happens to $ABNB"
X Link 2023-10-03T05:24Z [---] followers, [---] engagements
"10/02/23 Options selling excluding hedging $XLF SOLD [---] XLF [---] [--] NOV [--] [--] PUT @.44 CBOE ----- ----- ----- Remarks : 10/2-Opening a short put near [--] delta *******************************************************" $F SOLD [---] F [---] [--] NOV [--] [--] CALL @.35 ----- ----- ----- Remarks : 10/2-Had closed a covered call for Oct for profit. Opening for Nov expiration *******************************************************" $SLV SOLD [---] SLV [---] [--] NOV [--] [--] CALL @.14 ISE ----- ----- ----- Remarks : 10/2-Selling covered call near [--] delta. *******************************************************""
X Link 2023-10-03T05:30Z [---] followers, [--] engagements
"When market gives you lemon you make lemonade. With "red" being the favorite color today the implied volatility was higher so good time to sell some premium $AMZN SOLD [---] VERTICAL AMZN [---] [--] NOV [--] 120/110 PUT @ [----] ----- ----- ----- Remarks : 10/3-Opening a put spread. IV is highest since Feb [----] *******************************************************" $ARKK SOLD [---] ARKK [---] [--] NOV [--] [--] CALL @ .55 ----- ----- ----- Remarks : 10/3-Opening a call *******************************************************" $XLU BOT +1 COMBO XLU [---] [--] NOV [--] 58/56 CALL/PUT @.04 ----- ----- ----- Remarks :"
X Link 2023-10-03T23:28Z [---] followers, [--] engagements
"@BearGuru69 The implied volatility was high because of the fear in the market so I sold a put spread to take a bullish position"
X Link 2023-10-03T23:29Z [---] followers, [--] engagements
"This is why it is important to start early and not get drowned in analysis paralysis. Just start with index ETF"
X Link 2023-10-04T05:53Z [---] followers, [--] engagements
"ARK funds released its annual report today. Must read for shareholders of $ARKG $ARKQ $ARKK $ARKW $ARKF $ARKX $PRNT $IZRL In this π§΅ I'll share the performance metrics for each of these ETFs"
X Link 2023-10-04T21:28Z [---] followers, [---] engagements
"@bankimb Staying within the broad based index ETFs is not a bad choice for a retail investor. Most fund managers lag SPY over long term anyway. ARK funds does good in low interest rate environment so until we go back to ZIRP (not sure if or when) it will stay challenged"
X Link 2023-10-05T17:10Z [---] followers, [--] engagements
"@mukund $RIVN unit economic is upside down. They lose money on each car. So will need constant financing to survive. Not surprised that it had to come out with offering"
X Link 2023-10-05T18:21Z [----] followers, [---] engagements
"@kejca In past few years Berkshire attitude towards owning businesses has changed. Rather than buy and hold forever it is now buy watch and then exit if not profitable. I assume these stocks came from Todd and Ted"
X Link 2023-10-06T03:55Z [---] followers, [----] engagements
"@CelsiusNetwork Customer funds vanished months ago and you updating on account info and personal data. What a joke"
X Link 2023-10-06T04:05Z [---] followers, [---] engagements
"@MatchasmMatt @elonmusk What happened to infinite demand that Elon had been touting. $TSLA missed the delivery numbers despite multiple price cuts earlier this year. Another one may not make a huge difference"
X Link 2023-10-06T04:24Z [---] followers, [---] engagements
"I know $AMZN has a lot of side projects but launching satellite and competing with Starlink was not on my bingo card Photo courtesy : CNBC"
X Link 2023-10-06T18:09Z [----] followers, [--] engagements
"@BrianFeroldi I also take notes after reviewing quarterly results. In case of stock turbulence I go back to my notes to check if anything in business has changed. That helps me in my sanity π An example for $MELI "
X Link 2023-10-07T01:04Z [---] followers, [----] engagements
"@amitisinvesting I am conflicted on my $PLTR position. Stock has been up nicely from the fear arising out of the war in Middle East so that helps the portfolio but I do feel at the back of my mind that I am benefitting from the event that has resulted in unpardonable human suffering π€"
X Link 2023-10-10T19:11Z [---] followers, [---] engagements
"@joecarlsonshow Add DaVita Outset Medical in the list. These stocks are down because market fears that Ozempic will reduce the need for dialysis . Go figure"
X Link 2023-10-12T18:11Z [---] followers, [----] engagements
"@dollarsanddata What Jim has done is incredulous. Assembled a team of mathematicians / physicists and pioneered the era of quant investing"
X Link 2023-10-12T18:40Z [---] followers, [---] engagements
"Still remember the excitement among retail investors when $HCP IPOed in [----]. Stock is down 75% since then. Excitement doesnt always mean good investment. Mostly of the time its contrarian indicator"
X Link 2023-10-12T20:54Z [---] followers, [--] engagements
"@JSeyff @carmaucione Thats because of CPI jump between order and delivery π"
X Link 2023-10-15T20:51Z [---] followers, [--] engagements
"$SNAP is up 11% after internal memo leak shows that the social media company is targeting to have more than [---] million daily active users (DAUs) in [----] above Wall Street expectations"
X Link 2023-10-16T17:19Z [---] followers, [---] engagements
"Stackoverflow is laying off almost 28% of its workforce as its business model is being disrupted by Chat GPT. I don't go to Stackoverflow anymore but use Chat GPT to get code snippets/help. And there are many like me"
X Link 2023-10-16T22:02Z [---] followers, 50.2K engagements
"Double minded on the $MELI position. Close it and pocket $600 out of $2200 max possible Or wait for more theta decay But that exposes the trade to delta and vega risk Earnings on 11/1 so expect volatility to rise. @Tony_BATtista - Your words of wisdom"
X Link 2023-10-17T17:57Z [---] followers, [---] engagements
"A trivia - Buffett loved Pepsi. Revealed in the annual letter of [----]. He probably switched to Coke after acquiring shares of Coca Cola"
X Link 2023-10-18T00:13Z [---] followers, [--] engagements
"From fierce competitor to business-customer relationship. Will $MSFT showers the same love on $AMZN as they do on other customers"
X Link 2023-10-18T01:16Z [---] followers, [--] engagements
"Closed a short call on $UBER for profit and that reduces the cost basis of long shares that I hold in portfolio. Till date reduced the cost basis by 33%. Took [--] years trade by trade. 67% more to go"
X Link 2023-10-18T17:39Z [---] followers, [---] engagements
"@mukund ICYMI $JMIA does not operate in South Africa"
X Link 2023-10-19T04:45Z [---] followers, [---] engagements
"@ronjonbSaaS Today $TSLA hit my target price so initiated a small position and joined the club"
X Link 2023-10-19T16:16Z [---] followers, [---] engagements
"10/20/23 Option Trades (excluding delta hedging) $TTD SOLD [---] TTD [---] [--] NOV [--] [--] CALL @ [----] ----- ----- ----- Remarks : 10/20-Opening covered call near [--] delta *******************************************************"
X Link 2023-10-21T14:02Z [---] followers, [--] engagements
"@mukund Indian cricket team has been on roll this far in the WC. I am afraid law of averages will catch up to them at the the worst possible times. If they lose NZ match now and keep winning later matches I wont mind it"
X Link 2023-10-22T00:35Z [---] followers, [--] engagements
"A lot of tech earnings this week. Own these in portfolio so will be pretty busy : $MSFT $GOOGL $SNAP $TDOC $BA $META $AMZN $INTC $F"
X Link 2023-10-23T16:55Z [---] followers, [---] engagements
"10/26/23 Options Activity (not including hedging trades) $PINS SOLD [---] PINS [---] [--] DEC [--] [--] CALL @ [----] ----- ----- ----- Remarks : 10/26-The two covered calls were autoclosed at profit today. Opening one contract for Dec expiration. ******************************************************* $PINS SOLD [---] PINS [---] [--] DEC [--] [--] CALL @ [---] TWORKS ----- ----- ----- Remarks : 10/26-Opening another covered call at $29 strike ******************************************************* $INTC SOLD [---] INTC [---] [--] DEC [--] [--] CALL @ [----] TWORKS ----- ----- ----- Remarks : 10/26-Opening a covered call near 20"
X Link 2023-10-27T02:49Z [---] followers, [---] engagements
"While everyone is fussing about AWS growth slowing down the Advertising business of $AMZN has been on tear. It is almost half the size of AWS and growing at double the rate. Absolute beast This could be Amazon's second act like Services is for $AAPL"
X Link 2023-10-27T03:42Z [---] followers, [---] engagements
"10/27/23-Pretty good week. While market did what it does the hedging trades helped to cushion the impact. So continuing the same this week (Don't fix something that ain't broken) $AMZN SOLD [---] STRANGLE AMZN [---] [--] DEC [--] 150/115 CALL/PUT @ [----] ----- ----- ----- Remarks : 10/27-Had closed a trade in morning for profit. Opening a Dec trade. Almost delta neutral strangle *******************************************************" $META SOLD [---] 1/1/-1 CUSTOM META [---] [--] DEC 23/15 DEC 23/15 DEC [--] 350/270/260 CALL/PUT/PUT @ [----] CBOE ----- ----- ----- Remarks : 10/27-Nov IC auto-closed at profit."
X Link 2023-10-28T01:28Z [---] followers, [--] engagements
"These in my portfolio will be reporting earnings this week. Gonna be fun : $PINS $PYPL $ABNB $MELI $PLTR $SHOP $AAPL $SQ"
X Link 2023-10-30T16:44Z [---] followers, [---] engagements
"When it comes presenting financial information to investors @Mercadolibre is theπ. I wish every company with multiple business segments had a summary like this. Give a bird eye view of the overall business in single slide. Long $MELI"
X Link 2023-10-30T17:18Z [---] followers, [---] engagements
"$PINS reported Q3 [----] earnings after bell today. Revenue- [-----] M Revenue Growth (YoY) - 11.49% Global MAUs (in M)- [---] ARPU-Global - $1.61 More important good to see that growth in MAUs and ARPU is headed in right direction Stock up 17% in AH. Add to some Green in portfolio"
X Link 2023-10-31T02:12Z [---] followers, [---] engagements
"Real estate stocks ( $Z $RDFN $OPEN )have been hammered today because of NAR losing the case"
X Link 2023-10-31T19:46Z [---] followers, [---] engagements
"$WE plans to file for bankruptcy anytime. WeWork is a rollercoaster ride filled with excesses of eccentric executives splurging of s*** load of money by VC firms and Wall Street bankers trying to hoodwink retail investors by peddling this crappy business via $40B IPO"
X Link 2023-10-31T20:38Z [---] followers, [---] engagements
"Here's my portfolio pizza at the end of Oct. Top [--] slices : CASH - 11.98% $SPY - 10.71% $AAPL - 4.57% $MELI - 4.55% $MSFT - 3.06% $ASML - 2.95% $AMZN - 2.82% $QQQ - 2.72% $GLD - 2.42% $META - 2.29% Here's the portfolio pizza at the end of the month. Top [--] positions CASH 12.92% $SPY 12.37% $MELI 4.91% $AAPL 4.72% $MSFT 3.61% $META 3.31% $QQQ 2.91% $AMZN 2.72% $GOOGL 2.71% $SCHD 2.64% $GLD 2.29% $ASML 2.28% $SHOP 2.19% $BRK/B 1.97% $IWM 1.85% What are your top stocks https://t.co/RBgBmH9CZk Here's the portfolio pizza at the end of the month. Top [--] positions CASH 12.92% $SPY 12.37% $MELI"
X Link 2023-11-01T14:50Z [---] followers, [----] engagements
"$PAYC stock sent a reminder to investors that growth at all cost is not working anymore. Stock down 37% Valuation do matter"
X Link 2023-11-01T15:58Z [---] followers, [--] engagements
"@FedexSTi Does $MELI breaks up the Ad revenue in its reporting Where"
X Link 2023-11-01T16:31Z [---] followers, [---] engagements
"Another bumper quarter by $MELI. Here's snapshot of key business metrics and margins"
X Link 2023-11-01T20:19Z [---] followers, [---] engagements
"11/2/23 Option Trades Summary - Powell premium was sucked out of the market so many Nov expiration trades hit the profit target and were closed. - So it was time to start loading them up for Dec expiration $PLTR SOLD [---] STRANGLE PLTR [---] [--] DEC [--] 21/15 CALL/PUT @ [----] TWORKS ----- ----- ----- Remarks : 11/2-PLTR reported good results. Stock up 16%. Opening a strangle again *******************************************************" $BB SOLD [---] BB [---] [--] DEC [--] [--] CALL @ .15 ----- ----- ----- Remarks : 11/2-Had closed Nov trade for profit. Continuing the same but for Dec expiration"
X Link 2023-11-03T03:52Z [---] followers, [---] engagements
"@SpecialSitsNews And in related terms if inflation is down it doesnt mean the goods have become cheaper"
X Link 2023-11-04T21:55Z [---] followers, [---] engagements
"@TIP_Network @harirama @stig_brodersen @Greenbackd Great discussion. I had almost put @harirama s pick $DG on my watchlist before I heard that $DG management took on debt to buyback shares. Thats one of the worst capital allocation decision. Will watch for new CEOs moves before deciding on it"
X Link 2023-11-06T02:45Z [---] followers, [--] engagements
"@SpecialSitsNews Last 10-15 years were in ZIRP env so P/E will be higher than in higher interest rate env. So Ill still be cautious at current levels"
X Link 2023-11-06T03:21Z [---] followers, [---] engagements
"@UnlayeredPod @solana @ethereum Incorrect comparison. Folks quit AOL because it was closed network and could be shut down on the whim of a crazy CEO. Users want open network access to which is not controlled by a single entity"
X Link 2023-11-06T07:18Z [---] followers, [--] engagements
"Market served a cold dish to $DISH. Absolute wealth incinerator back to where it was [--] years ago"
X Link 2023-11-06T18:43Z [----] followers, [---] engagements
"11/6 and 11/7 Option Trades (excluding hedging) $SQ SOLD [---] SQ [---] [--] DEC [--] [----] CALL @ .62 ----- ----- ----- Remarks : 11/6-Opening covered call near [--] delta *******************************************************" $PLTR SOLD [---] PLTR [---] [--] DEC [--] [--] CALL @ [----] ----- ----- ----- Remarks : 11/6-Opening a covered call near [--] delta *******************************************************" $AAPL SOLD [---] STRANGLE AAPL [---] [--] DEC [--] 190/170 CALL/PUT @ [----] ----- ----- ----- Remarks : 11/6-Opening a short strangle. Hold long shares so covered on the call side"
X Link 2023-11-08T03:01Z [---] followers, [--] engagements
"@virtualclay There's too much of Elon premium baked into $TSLA valuation. So that tops my list. Next could be $META or $NVDA"
X Link 2023-11-08T03:03Z [---] followers, [---] engagements
"Can't believe that this was a real slide in the Softbank's presentation. Source : CNBC With $WE going bust resulting in loss of $14B to Softbank this hasn't aged well"
X Link 2023-11-09T19:52Z [----] followers, [--] engagements
"Stock mania in the East. Stocks with "long" in their name are being scooped up by retail investors. Reminds me of "Long Island Blockchain" of 2017"
X Link 2023-11-09T20:16Z [---] followers, [--] engagements
"@Beth_Kindig Very fragmented market with top [--] accounting for less than 30%. Why is it so No moat"
X Link 2023-11-10T02:14Z [---] followers, [---] engagements
"This is huge Rivals burying hatchet and $AMZN and $META partnering on new feature that lets Amazon users buy directly from within Facebook and Instagram without leaving the social media apps Source : Techcrunch $META has biggest social media presence but little in shopping logistics management. $AMZN is beast in logistics management but no social media presence and being threatened by likes of TikTok. This partnership bodes well for both"
X Link 2023-11-10T16:49Z [---] followers, [--] engagements
"@CoinDesk @binance Isnt Tether the last one standing Theres been history of not so good vibes from Tether. To Tethers credit there is no proof of wrongdoing but doubts exists in back of mind about shenanigans"
X Link 2023-11-29T03:21Z [---] followers, [---] engagements
"@CoinDesk @coinbase @animocabrands @JennSanasie Cathie may be trimming $COIN to keep it below the threshold %. She did the same with $GBTC a few days ago"
X Link 2023-11-29T05:15Z [---] followers, [--] engagements
"Definitely not good for $OKTA. The impact of breach reported [--] months ago is more widespread than assumed earlier. Source : Bloomberg"
X Link 2023-11-29T17:50Z [---] followers, [---] engagements
"$ASML announced upcoming change in corner office. Sad to see Peter and Martin leave ASML. These two have been in lithography since its infancy and has brought ASML to where it is. As a shareholder I am not worried about this change. Christophe has been with ASML for [--] years and has worked closely with Peter"
X Link 2023-11-30T20:00Z [---] followers, [--] engagements
"It's the time for portfolio pizza. Here's my top [--] toppings at the end of Nov [----]. What's on your pizza $SPY 12.47% CASH 10.75% $MELI 5.84% $AAPL 4.88% $MSFT 4.03% $META 3.36% $QQQ 2.94% $SCHD 2.76% $SHOP 2.72% $GOOGL 2.68% $ASML 2.47% $AMZN 2.45% $BRKB 1.99% $IWM 1.80% $BA 1.73%"
X Link 2023-12-01T04:10Z [---] followers, [---] engagements
"Not an apt comparison with iPhone. iPhone is consumer facing and a superior user experience and brand could command premium. On the other hand processing is faceless low margin no brand affinity game. The one with biggest scale and lowest price point will win. Pure play processors will be hard pressed to survive unless they can find addition lines of businesses"
X Link 2023-12-02T23:58Z [---] followers, [---] engagements
"From wondering whether SEC will approve @Bitcoin ETF to discussing which is Bitcoin OGs favorite ETF issuer the community has come a long way. The Bitcoin ETF approval is the default assumption. @TIP_Network"
X Link 2023-12-06T05:08Z [---] followers, [--] engagements
"@dhaval_kotecha @drowsyinvestor If [----] is the target then you're safe. $NVDA might go down before it goes back up again. Will be a rollercoaster ride and will need strong heart to go through it"
X Link 2023-12-07T02:00Z [---] followers, [---] engagements
"Listening to interview of Charlie Munger on @InvestLikeBest podcast. Some thoughts from Charlie on crypto. As always he didn't hold back his thoughts: π²I don't think that buying a percentage of nothing is a good investment even though it's hard to create more nothing. π²I think cryptocurrency is scumball activity. And I think by and large the people who promoted it are scumballs or delusionary. And I don't know which is worse being a scumball or a delusionary. But I think they're both pretty bad. π²You can call it a store of wealth I call it a store of delusion I agree to disagree with him"
X Link 2023-12-07T03:10Z [---] followers, [--] engagements
"@markallanbovair It is worse in tech. Add calls with global teams it is 7-10. Also under the guise of "unlimited vacation" they took away paid holidays too. Most employees were not able to take full PTO days anyway and now they don't even get paid for un-used days"
X Link 2023-12-07T03:27Z [---] followers, 146.6K engagements
"This was in the client note sent by Goldman Sachs in Dec [----] Kostin advises Goldmans clients to remain cautious given the high risk in case of a recession. The strategist also shared [--] tips on how to navigate [----]. - Own defensive sectors with low-interest rate risk (Health Care Consumer Staples and Energy); - Own stocks with leverage to decelerating inflation; - Avoid unprofitable long-duration equities; - Own firms with resilient margins; - Avoid stocks with vulnerable margins if the recent decline in SG&A reverses. Healthcare Consumer staples and Energy have all been negative YTD while"
X Link 2023-12-07T04:06Z [---] followers, [--] engagements
"Sadly many will pile into it without understanding the risks profile of this The dividend yield looks juicy because of faulty assumption that the front month option premium yield can be annualized. If stock goes down the next month yield will be cut This strategy still has full downside exposure although reduced by the amount of option premium and treasury yield collected β
If MSTR goes to the moon you don't enjoy the full upside. Gains are capped at 15% + the option premium + treasury yield - which is decent enough. Don't bet your house on this unless you understand these"
X Link 2023-12-07T23:31Z [---] followers, [---] engagements
"This is why Berkshire likes to own full businesses over owning just small stake . It is tax efficient Long $BRK.B"
X Link 2023-12-08T02:49Z [---] followers, [--] engagements
"What Wall Street wont tell you about investing in investing outstanding long-term results are produced by primarily avoiding dumb decisions rather than making brilliant ones DCAing into Index fund ($SPY) and avoiding flavor of the month stock will do wonders for a common investor"
X Link 2023-12-08T05:56Z [----] followers, [--] engagements
"SEC preparing investors for #Bitcoin ETF They did similar campaign before BTC Futures based ETFs were introduced"
X Link 2023-12-08T17:57Z [---] followers, [--] engagements
"Heres another example of retail investors getting sucked into Yield maximizing ETFs that utilize covered call selling. While 9.8% total return in a month is impressive it pales if you consider that the underlying stock $COIN is up 100% Investor would have done by just buying and holding the stock and sell call spread to generate income + give opportunity for growth in case stock goes to the moon. Do the right thing and learn how to trade options and manage it"
X Link 2023-12-14T03:03Z [---] followers, [---] engagements
"Here's the output of option selling today $DIS SOLD [---] DIS [---] (Weeklys) [--] JAN [--] [--] PUT @ .39 ----- ----- ----- Remarks : 12/18-Sold put near [--] delta *******************************************************" $ARKK SOLD [---] ARKK [---] [--] FEB [--] [--] PUT @ .82 NYSE ----- ----- ----- Remarks : 12/18-Closed Jan exp trade for profit. Opening Feb expiration short put near [--] delta. *******************************************************" $F SOLD [---] F [---] [--] JAN [--] [--] CALL @ .10 AMEX ----- ----- ----- Remarks : 12/18-Opening covered call near [--] delta"
X Link 2023-12-19T02:32Z [---] followers, [--] engagements
"If macro is your thing here is the most comprehensive list of [----] macro outlook from Wall Street firms"
X Link 2023-12-19T03:01Z [---] followers, [--] engagements
"When in doubt zoom out. Crypto assets market cap five years ago and now. Source : Messari Crypto Theses 2024"
X Link 2023-12-21T23:20Z [---] followers, [--] engagements
"@jevgenijs If the cost of acquisition would have been the announced amount of $29B that would have resulted in $26.85 B of Goodwill on balance sheet. π€―"
X Link 2023-12-22T16:10Z [---] followers, [---] engagements
"$NIO has never turned operating profit in any year. Has diluted shareholders by raising multiple rounds of financing to fund the operations. OTOH $BYDDF $LI generate operating profit net profit and free cash flow. Why should one pick $NIO other the other two Chinese EV companies"
X Link 2023-12-26T06:37Z [---] followers, [----] engagements
"@TK188 @Beth_Kindig The difference is Amazon had positive operating income always and NIO didnt. Amazon reinvested all the operating income to grow the business whereas NIO is dependent on graciousness of others to survive"
X Link 2023-12-27T06:33Z [---] followers, [--] engagements
"Grayscale doesnt want to be left behind in the approval queue so agrees to cash creation/redemption Grayscale's amended S-3 gives a nice little background on the key sticking point for in-kind creation/redemption. The SEC promulgated rulemaking for digital asset safekeeping. Despite the fact that BDs and exchanges apparently believe they could comply with the rule and offer https://t.co/SdudYdsgoR Grayscale's amended S-3 gives a nice little background on the key sticking point for in-kind creation/redemption. The SEC promulgated rulemaking for digital asset safekeeping. Despite the fact that"
X Link 2023-12-27T06:42Z [--] followers, [--] engagements
"@DreamDividend Shouldnt have JEPQ in this list. The income generated from selling covered call premium is fickle and will come down once interest rates start to drop"
X Link 2023-12-30T08:07Z [---] followers, [---] engagements
"If AIP is as great a platform as the company claims it to be Their SGA expenses are 3x the R&D. Are they discounting it hugely to push the sale Why Palantir operating margin is in single digit Seems the stock is running on AI Hype and gotten ahead of business fundamentals. - I am cynically bullish though"
X Link 2023-12-30T08:25Z [--] followers, [----] engagements
"@dhaval_kotecha At the end of [----] Goldman Sachs told their clients to move to defensive sectors- Healthcare Consumer Staples and Energy. These are the [--] of the [--] worst sectors this year. The forecasts should come with caveat emptor warning"
X Link 2023-12-30T23:23Z [---] followers, [--] engagements
"@EricBalchunas and @JSeyff have been the best ones to keep the @Bitcoin community up to date and ETF process. Huge thanks to both. I for sure owe them drinks πΊ @JSeyff @EricBalchunas @psarofagis https://t.co/Y5PVG1OBdV @JSeyff @EricBalchunas @psarofagis https://t.co/Y5PVG1OBdV"
X Link 2024-01-06T00:29Z [---] followers, [--] engagements
"@maxkeiser @BTC_Archive Id rather take counterparty risk coming from Blackrock than crypto exchanges getting hacked or hardware wallet libraries getting compromised. Convenience is a huge factor in investing. Wont underestimate it"
X Link 2024-01-06T23:02Z [---] followers, [---] engagements
"In todays webinar in response to an investors question I mentioned why $AAPL buyback of over $700b worth of shares is good thing. It generates huge amount of cash more than what it can possible reinvest. So it is okay for them to return it to shareholders via buybacks and dividends. Heres the number - over $100B in past [--] months. These tech stocks have the highest operating cash flow over the last twelve months: Apple $AAPL: $110.5B Alphabet $GOOG: $106.4B Microsoft $MSFT: $95.0B Amazon $AMZN: $71.7B Meta $META: $66.2B TSMC $TSM: $44.0B Alibaba $BABA: $30.4B Nvidia $NVDA: $18.8B Cisco $CSCO:"
X Link 2024-01-07T04:03Z [---] followers, [---] engagements
"@gurgavin You missed out the decision by SEC on the most anticipated ETF of all time on or before Jan [--]. [--] issuers could be approved for spot Bitcoin ETF"
X Link 2024-01-07T20:25Z [---] followers, [----] engagements
"What's causing 5% jump in $NVDA to hit new [--] wk high"
X Link 2024-01-08T15:47Z [---] followers, [--] engagements
"@gurgavin Only news I see is negative i.e. Chinese Tech giants are not interested in slower chips from NVDA and would rather go with Chinese manufactured chips. How could that be bullish for NVDA until I have missed something else"
X Link 2024-01-08T15:49Z [---] followers, [--] engagements
"@JSeyff I want to smoke what Grayscale folks are"
X Link 2024-01-08T15:57Z [---] followers, [---] engagements
"@dotkrueger My first step after approval : Sell GBTC and buy Blackeocks ETF. I own it in retirement account so no tax worries anyway"
X Link 2024-01-09T08:45Z [---] followers, [--] engagements
"There are more deep fake @bgarlinghouse and @saylor videos convincingly doing crypto giveaways on YouTube than the real ones. Gosh with the advances in AIone really needs to be on the toes always"
X Link 2024-01-09T23:02Z [---] followers, [--] engagements
"#Bitcoin ETF had generated the most interest ever for any ETF launch. @GaryCardone Almost [----] people have tuned in to discuss todays interesting #BTC ETF updates. @GaryCardone Almost [----] people have tuned in to discuss todays interesting #BTC ETF updates"
X Link 2024-01-10T00:06Z [---] followers, [--] engagements
"@EricBalchunas X s team can trace the device its IP and other details for the source of the original tweet . @EricBalchunas can you pull some strings with Elon to get this info"
X Link 2024-01-10T01:04Z [---] followers, [---] engagements
"@Beth_Kindig I had heard that Microsoft is the place where consumer products go to die. Hopefully AI can erase that stigma"
X Link 2024-01-10T07:13Z [---] followers, [---] engagements
"While market is waiting with bated breath for approval on spot #Bitcoin ETF here are the tickers for you to create a watchlist in your favorite trading platform Wisdom tree $BTCW Grayscale $GBTC Blackrock $IBIT Invesco $BTCO Franklin $EZBC Valkyrie $BRRR Hashdex $DEFI VanEck $HODL Fidelity $FBTC Bitwise $BITB ARK $ARKB"
X Link 2024-01-10T15:31Z [----] followers, [---] engagements
"@arny_trezzi @PalantirBullets Correlation is not causation. While I appreciate your inputs on $PLTR this one has stretched too far"
X Link 2024-01-10T16:34Z [---] followers, [---] engagements
"15 years ago the legendary Hal Finny tweeted this. That Bitcoin node he started resulted in the network that is still running. And a spot ETF getting approved on the same day is surreal. Running bitcoin Running bitcoin"
X Link 2024-01-10T16:41Z [---] followers, [---] engagements
"@BitcoinMagazine He never said that JPM wont make money on worthless stuff thats harmful for society. JPM has pushed many worthless companies with dubious business practices on to investing community via IPO. Thats normal"
X Link 2024-01-10T16:46Z [---] followers, [--] engagements
"@elonmusk just said on a Bitcoin ETF space that he owns πΆ coin and SpaceX still owns #Bitcoin "
X Link 2024-01-10T23:02Z [---] followers, [--] engagements
"Elon says- I joined this space because Cathie asked me to otherwise I am not too excited about it. Wow thats some display of power of being an investor"
X Link 2024-01-10T23:19Z [---] followers, [--] engagements
"A financial institution as serious as Franklin Templeton chose to have some fun on the epic spot #Bitcoin ETF approval day. Why not Its [--] years in the making. Time to enjoy the fruits. #NewProfilePic https://t.co/OZTfkehgUa #NewProfilePic https://t.co/OZTfkehgUa"
X Link 2024-01-11T01:04Z [---] followers, [--] engagements
"@NateGeraci Absolutely I sure will be telling future grandkids the story of spot Bitcoin ETF birth"
X Link 2024-01-11T05:18Z [---] followers, [--] engagements
"Buying $GBTC at 30% discount to NAV in Roth IRA could turn out to be the best investing decision for me"
X Link 2024-01-11T07:09Z [--] followers, [--] engagements
"It run apps for you. For example a user might tell r1: Get me an Uber to the office pick out some pump-up music for the trip and notify the team Ill be a little late. The LAM then interfaces with the relevant apps to fulfill the request. Runs a proprietary AI model called the Large Action Model (LAM) and built on top of OpenAI of course"
X Link 2024-01-11T07:25Z [---] followers, [----] engagements
"@dotkrueger Did the thing. Good bye $GBTC. Welcoming $ARKB to my portfolio"
X Link 2024-01-11T15:31Z [---] followers, [--] engagements
"@dotkrueger $ARKB had lower fee than $IBIT and also I like to work with fund whose CIO has her PA invested in the asset"
X Link 2024-01-11T15:32Z [--] followers, [--] engagements
"Sold $GBTC and bought $ARKB. Fees matter a lot in long term"
X Link 2024-01-11T15:35Z [--] followers, [--] engagements
"@tastytrade for $ARKB why is Bid/Ask spread wider on Tastytrade platform compared to others See comparison with TD Ameritrade. I really wanted to buy it on Tasty but will be doing dis-service to my family. @Tony_BATtista - thoughts"
X Link 2024-01-11T18:56Z [--] followers, [---] engagements
"@Speculator_io I am aware that $BITB is [--] bps cheaper but I like the fact that @CathieDWood has 25% of her personal assets in bitcoin. I love the funds whose money managers are invested with me. Hence chose $ARKB"
X Link 2024-01-11T19:00Z [---] followers, [--] engagements
"@gaborgurbacs @JSeyff I did my bit by selling $GBTC and buying $ARKB. Looking at the difference in the fee it was a no-brainer decision"
X Link 2024-01-11T21:20Z [---] followers, [--] engagements
"@NateGeraci Nate do you know when will we see exchanges listing options on these ETFs"
X Link 2024-01-11T23:08Z [---] followers, [---] engagements
"1/3 Every investor needs to build her own thesis if she wants to invest in an individual company. She should not blindly pick up any Wall Street analyst's analysis and act on it. We'll take $TSLA as an example to demonstrate it"
X Link 2024-01-12T04:02Z [--] followers, [--] engagements
"2/3 - Bernstein analyst Toni Sacconaghi predicts weakening demand [---] million vehicles to be sold this year up less than 17% from [----]. Has sell rating and price target of $150 - Baird analyst Ben Kallohas a Buy rating on the stock with target of $300. His catalysts includes a low-price model to help revive demand a refreshed Model Y falling raw material costs and streamlined production"
X Link 2024-01-12T04:02Z [---] followers, [--] engagements
"3/3 Who's right Perhaps neither Unless we have your own thesis on $TSLA we'll be oscillating between opposite cases by esteemed analysts. Hence its very important to DYOR"
X Link 2024-01-12T04:02Z [---] followers, [--] engagements
"Wow What's up with Japanese ETF $EWJ I had turned bullish on Japan during mid-2023 when I presented the thesis in the weekly investment club discussion. (link in the next message in the thread). Even then I am surprised to see such a huge jump in the ETF. Its' up almost 5% YTD. I ain't complaining but pleasantly surprised"
X Link 2024-01-12T19:12Z [---] followers, [--] engagements
"Bought some $TSLA today. My second long stock trade. The previous one was in Oct [----]. I love to buy when street hates it"
X Link 2024-01-12T20:01Z [---] followers, [---] engagements
"@nic__carter @nic__carter Grayscale understood the power of inertia. We still have hundreds of billions of $ sitting in checking accounts of money center banks that pay 1-2 bps interest whereas neo banks pay [---] bps. One has to take a deliberate action and most just wont"
X Link 2024-01-13T08:16Z [---] followers, [--] engagements
"My contemporary investors say that Chapter [--] is the most important one in The Intelligent Investor. Wish me luck"
X Link 2024-01-13T23:50Z [---] followers, [--] engagements
"@amitisinvesting I used to dread drawdown now I pray for correction my high conviction stocks so I can accumulate more at cheaper prices"
X Link 2024-01-17T02:42Z [---] followers, [--] engagements
"@investafter40 @PursuingFreed0m Or be the insurance company selling protection contracts for the premium"
X Link 2024-01-17T05:32Z [---] followers, [--] engagements
"@scottmelker He just lost his cool. If he hates #Bitcoin so much he should he ask his team to withdraw from being the authorized participant for the Bitcoin ETF"
X Link 2024-01-17T14:53Z [---] followers, [---] engagements
"@kgreifeld Why would someone invest in these inferior product when there is spot bitcoin ETF Futures based ETFs were fillers while we waited for the real show"
X Link 2024-01-17T14:56Z [---] followers, [---] engagements
"All China based stocks getting a haircut after China misses GDP and retail sales estimates. $BABA $NIO $XPEV $LI $BIDU $KWEB"
X Link 2024-01-17T16:23Z [--] followers, [---] engagements
"@nic__carter @BitwiseInvest I swapped to $ARKB immediately after both ETFs started trading on Jan [--]. It is harakiri to stay with GBTC in non taxable account"
X Link 2024-01-18T00:39Z [---] followers, [--] engagements
"@amitisinvesting So thats $1B of additional liability that they need to serve. Hopefully they will be able to generate enough income"
X Link 2024-01-18T00:41Z [---] followers, [--] engagements
"@NateGeraci @crypto Nice try by Grayscale. But nopes. this still doesn't explain 9x fee"
X Link 2024-01-18T00:52Z [---] followers, [--] engagements
"@arny_trezzi Complete lack of bearish thesis itself is a risk. When everyone gets to the same side of the boat we know what happens then. I'm not saying that $MSFT will topple but too much optimism is already built into it. It has to execute better than perfect"
X Link 2024-01-18T00:54Z [---] followers, [---] engagements
"@FromValue The age old wisdom proven with real data. Thanks for sharing. The moral is to hold for [--] years. Most investors obsess over timing the market rather than time-in the market"
X Link 2024-01-18T01:44Z [---] followers, [---] engagements
"@PronkDaniel Who doesn't love pizza"
X Link 2024-01-18T03:40Z [---] followers, [---] engagements
"I have to admit that I have investor-crush with @dkhos . Every time I hear him speak on a podcast or in a conference I end up buying shares of $UBER. He transformed the company from being "never gonna make money" to generating $1B of FCF per quarter. That's leadership"
X Link 2024-01-18T04:42Z [---] followers, [---] engagements
"@MarkTMeredith The doctor who have had cancer and cured himself will be able to empathize with patient better than those who have not gone through the same pain"
X Link 2024-01-18T04:47Z [---] followers, [---] engagements
"Spirit's spirit sucked out. Down 70% in a week. $SAVE"
X Link 2024-01-18T17:29Z [--] followers, [---] engagements
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