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# ![@philoinvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1456168445641375745.png) @philoinvestor Philoinvestor

Philoinvestor posts on X about open ai, $belaat, $fevrl, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1456168445641375745/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1456168445641375745/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +80%
- X Year XXXXXXXXX +60%

### Mentions: XX [#](/creator/twitter::1456168445641375745/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1456168445641375745/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +35%
- X Year XXX +21%

### Followers: XXXXX [#](/creator/twitter::1456168445641375745/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1456168445641375745/c:line/m:followers.svg)

- X Week XXXXX +0.54%
- X Month XXXXX +4.70%
- X Months XXXXX +30%
- X Year XXXXX +65%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1456168445641375745/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1456168445641375745/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1456168445641375745/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[open ai](/topic/open-ai) 1.73%, [$belaat](/topic/$belaat) #1, [$fevrl](/topic/$fevrl) #1, [$nvda](/topic/$nvda) #1854, [$amd](/topic/$amd) 1.04%, [$jpy](/topic/$jpy) 1.04%, [$docsl](/topic/$docsl) #1, [greece](/topic/greece) #1223, [stocks](/topic/stocks) 0.69%, [upside](/topic/upside) #1084

**Top accounts mentioned or mentioned by**
[@johnie36149708](/creator/undefined) [@grok](/creator/undefined) [@nicogladia](/creator/undefined) [@samanthaladuc](/creator/undefined) [@aegeanairlines](/creator/undefined) [@limche36611](/creator/undefined) [@kakashiii111](/creator/undefined) [@thewaltzy](/creator/undefined) [@agnostoxxx](/creator/undefined) [@maverick_equity](/creator/undefined) [@rihardjarc](/creator/undefined) [@walterschloss](/creator/undefined) [@renesellmann](/creator/undefined) [@elonmusk](/creator/undefined) [@agent0088156721](/creator/undefined) [@returnsjourney](/creator/undefined) [@walter_schloss](/creator/undefined) [@nocapcap](/creator/undefined) [@fyreinteractive](/creator/undefined) [@jtourzan](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Coursera, Inc. (COUR)](/topic/$cour) [Bitcoin (BTC)](/topic/$btc) [Oracle Corporation (ORCL)](/topic/$orcl) [Palantir (PLTR)](/topic/$pltr) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Ball, Corp. (BALL)](/topic/$ball) [Metadium (META)](/topic/$meta) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Ethereum (ETH)](/topic/$eth) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [RealFevr (FEVR)](/topic/$fevr) [Credit Suisse Group (CS)](/topic/credit-suisse)
### Top Social Posts [#](/creator/twitter::1456168445641375745/posts)
---
Top posts by engagements in the last XX hours

"Need to start writing more investment-related stories for you guys. $BELA.AT"  
[X Link](https://x.com/philoinvestor/status/1969700174806360191) [@philoinvestor](/creator/x/philoinvestor) 2025-09-21T09:48Z 7701 followers, 1459 engagements


"Five Under-the-Radar stocks with potentially big upside. X. $FEVR.L Fever-Tree - leader in the premium mixers category (and more). Growth ahead and selling for 3X sales after a deep price slump. Issues being fixed. X. $COUR Coursera - leader in EdTech pushing on cost control and growing year by year. Fortress balance sheet and could execute on a sector-changing acquisition going forward. Dumped their CEO recently. No AI isn't going to kill them probably the contrary. X. $CROX - category leader with a brand strong enough to be copied. Executed on pointless acquisition with HeyDude and now"  
[X Link](https://x.com/philoinvestor/status/1960660381182939237) [@philoinvestor](/creator/x/philoinvestor) 2025-08-27T11:07Z 7699 followers, 4022 engagements


"My go-to short bucket when the AI tide turns. $PLTR real biz unreal multiple overhyped future $NVDA the central bank of AI bound to drop $ORCL boomer proxy renting GPUs at a loss $AMD effectively an OpenAI proxy now $CRWV grifty and over-levered hyperscaler sidecar $NBIS AI infra but without the enterprise customers Each stock has a different story ADR and volatility so I will pick choose and trade accordingly"  
[X Link](https://x.com/philoinvestor/status/1976001988790792690) [@philoinvestor](/creator/x/philoinvestor) 2025-10-08T19:09Z 7701 followers, 34.5K engagements


"☒Powering OpenAI x $NVDA $AMD $AVGO deals exclusively with nuclear requires XX GW continuous. #NuclearPhilo Thats XX% of Chinas XXXX GWe under construction. Uranium required: XXX ktU/yr (7% global uranium production)"  
[X Link](https://x.com/philoinvestor/status/1978267783562396006) [@philoinvestor](/creator/x/philoinvestor) 2025-10-15T01:12Z 7702 followers, 1627 engagements


"Double Top on $BTC from August still in play"  
[X Link](https://x.com/philoinvestor/status/1979347911491358846) [@philoinvestor](/creator/x/philoinvestor) 2025-10-18T00:44Z 7698 followers, 1015 engagements


"$COUR Coursera x Open AI partnership Is it a major shock that Open AI needs content partners to further their causes. It shouldn't be See attached thread from last may. πŸ‘‡"  
[X Link](https://x.com/philoinvestor/status/1975270584348254327) [@philoinvestor](/creator/x/philoinvestor) 2025-10-06T18:43Z 7698 followers, 1616 engagements


"NIKKEI up X% - Yen crashed JGB yields spiked. Market reacting with the Abenomics playbook as if this is a redux. $JPY I posted my work on Abenomics (The Spell of Abe) from XX years ago for context here:"  
[X Link](https://x.com/philoinvestor/status/1975133403868754049) [@philoinvestor](/creator/x/philoinvestor) 2025-10-06T09:37Z 7702 followers, XXX engagements


"Sending out NED #6 for subscribers shortly after $BALL $FEVR.L $BELA.AT and $GRG.L previously. After the NED piece I am starting to write a bigger picture thematic on Riding the AI Tech Stack"  
[X Link](https://x.com/philoinvestor/status/1927820371190743220) [@philoinvestor](/creator/x/philoinvestor) 2025-05-28T20:12Z 7700 followers, XXX engagements


"Dollar Vs Yen You have Trump and the $USD side of the pair: You don't know what he'll say or do and what kind of tariffs and trade war is going to be unleashed from one day to the next - so you can't handicap the USD leg. Then you have Takaichi on the $JPY side: Will markets digest Takaichi and her story as another Abenomics play Or will they see *through* her rhetoric and understand that Abenomics failed on the one hand and two that Japan is not what it used to be and can't practice Abenomics again By the way if Abenomics had worked we wouldn't need a second Abenomics now would be .And so"  
[X Link](https://x.com/philoinvestor/status/1977630676326224355) [@philoinvestor](/creator/x/philoinvestor) 2025-10-13T07:01Z 7700 followers, 2379 engagements


"$NVDA You can call this the Nvidia Put πŸ‘‡ *CoreWeave Nvidia sign $XXX billion cloud computing capacity order. CoreWeave opens new tab has signed a $XXX billion initial order with backer Nvidia opens new tab the data center operator said on Monday in a deal that guarantees that the AI chipmaker will purchase any cloud capacity not sold to customers. From last month:"  
[X Link](https://x.com/philoinvestor/status/1979162926046154761) [@philoinvestor](/creator/x/philoinvestor) 2025-10-17T12:29Z 7698 followers, XXX engagements


"$META WhatsApp taking another stab at Zoom $ZM. You can schedule calls on WhatsApp now super easily. This should do some damage"  
[X Link](https://x.com/philoinvestor/status/1976570918156533865) [@philoinvestor](/creator/x/philoinvestor) 2025-10-10T08:50Z 7702 followers, XXX engagements


"We going back here $BTC $ETH"  
[X Link](https://x.com/philoinvestor/status/1979162106512421205) [@philoinvestor](/creator/x/philoinvestor) 2025-10-17T12:26Z 7699 followers, XXX engagements


"Interesting businesses down 50%+ from highs pain is obvious upside could be too: X. $STZ: tariffs + Hispanic consumer hit guidance cut. Debt profile sets up major undervaluation soon. 2/ $FEVR: margins crushed by glass/shipping but inventor of premium mixers. X. $DOCS.L: struggling post-IPO pivoting from wholesale to DTC. Brand equity still intact. X. $LULU: US slowing yet global cult brand expanding into mens and Asia. X. $CROX: Hey Dude acquisition tough but core product strong. Balance sheet + buybacks provide support. X. $BALL : debt heavy volumes weak but undisputed category leader with"  
[X Link](https://x.com/philoinvestor/status/1973356494650331317) [@philoinvestor](/creator/x/philoinvestor) 2025-10-01T11:57Z 7698 followers, 15.5K engagements


""People calculate too much and think too little." This problem has probably increased massively these days"  
[X Link](https://x.com/philoinvestor/status/1979228917396337011) [@philoinvestor](/creator/x/philoinvestor) 2025-10-17T16:52Z 7698 followers, XXX engagements


"You didn't buy the Greek sovereign. But you *did* buy Credit Suisse convertibles and Bayer"  
[X Link](https://x.com/philoinvestor/status/1979258611164680240) [@philoinvestor](/creator/x/philoinvestor) 2025-10-17T18:50Z 7698 followers, XXX engagements


"Kid: Mom how did we get so rich Mother: By mistake during the Cooking Oil Crash of '25"  
[X Link](https://x.com/philoinvestor/status/1978197463493202374) [@philoinvestor](/creator/x/philoinvestor) 2025-10-14T20:33Z 7700 followers, 1957 engagements


"For all you Yenthusiasts out there - you would enjoy this. $JPY"  
[X Link](https://x.com/philoinvestor/status/1975137844827128060) [@philoinvestor](/creator/x/philoinvestor) 2025-10-06T09:55Z 7701 followers, 1504 engagements


"$AMD x Open AI: Tied to the AMD hip With the warrant deal for 160M AMD shares two dynamics stand out πŸ‘‡πŸ¦‰ 1) ALIGNMENT AMD just tied Open AI with its own stock. It is now greatly to Open AI's interests to complete the 6GW capacity deal because it comes (T&C apply) with a major sweetener: Almost $100bln in value (At $1trln market cap) via the XX% share in AMD. In addition OAI is incentivised to *continue* the partnership with AMD *because* of that XX% stake. They are tied to the hip. OAI pulling back from AMD means they immediately suffer losses in their equity portfolio *But not just any"  
[X Link](https://x.com/philoinvestor/status/1975818867684372773) [@philoinvestor](/creator/x/philoinvestor) 2025-10-08T07:01Z 7701 followers, 7207 engagements


"Permira owns 370mln shares in Dr Martens. GS tried to broker-sell 70mln shares today at XX% below market. Share price tanked 20%. $DOCS.L HOWEVER sources say Permira wasn't involved in this sale. I don't know who the seller(s) could be but it doesn't matter really"  
[X Link](https://x.com/philoinvestor/status/1837148681998311480) [@philoinvestor](/creator/x/philoinvestor) 2024-09-20T15:15Z 7701 followers, 3849 engagements


"The first rule of startups is."Never grow too big that all the money in the world aren't enough to fund your next round" Open AI isn't too big to fail it's too big to succeed"  
[X Link](https://x.com/philoinvestor/status/1978313910970130704) [@philoinvestor](/creator/x/philoinvestor) 2025-10-15T04:16Z 7702 followers, 1161 engagements


"UK-listed stocks that are uncorrelated to the AI hype. I own all four of them right now. #InterestingRiskReward Dr. Martens $DOCS.L Iconic brand rebooting. Expanding beyond boots overhauling distribution. Post-IPO collapse may be overdone. πŸ₯Ύ Fever-Tree $FEVR.L Premium mixer leader trading at X sales after a brutal slump. Supply issues easing growth runway intact. Robust to weakening alcohol consumptions per capita πŸ˜‰ Greggs $GRG.L The UKs fast-food royalty. Efficiency and expansion levers ahead. Still cheap for its moat. King of the Sausage Roll πŸ‘‘ Clarksons $CKN.L Shippings quiet"  
[X Link](https://x.com/philoinvestor/status/1977654691715510629) [@philoinvestor](/creator/x/philoinvestor) 2025-10-13T08:36Z 7701 followers, 11K engagements


"🧸 $BELA.AT A TALE OF BUSINESS OWNING AND FINANCIAL MARKETS In the summer of 2015 amidst the Tsipras/ SYRIZA government and the subsequent negotiations between Greece and the "Troika" - I had a somewhat large position on Jumbo shares. It must have been XX% of the portfolio. Worries were that a "Grexit" would have ejected Greece from the Euro and back to the drachma with fears of a financial depression and all the trimmings. (same worries existed in 2012) Negotiations weren't going well and Draghi/ECB decided to pull the plug on the Greek ELA situation effectively forcing the banks into a"  
[X Link](https://x.com/philoinvestor/status/1729980859355111693) [@philoinvestor](/creator/x/philoinvestor) 2023-11-29T21:49Z 7699 followers, 6743 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@philoinvestor Avatar @philoinvestor Philoinvestor

Philoinvestor posts on X about open ai, $belaat, $fevrl, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXX +80%
  • X Year XXXXXXXXX +60%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XX%
  • X Months XXX +35%
  • X Year XXX +21%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.54%
  • X Month XXXXX +4.70%
  • X Months XXXXX +30%
  • X Year XXXXX +65%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% stocks XXXX% technology brands XXXX% currencies XXXX% cryptocurrencies XXXX% countries XXXX% fashion brands XXXX%

Social topic influence open ai 1.73%, $belaat #1, $fevrl #1, $nvda #1854, $amd 1.04%, $jpy 1.04%, $docsl #1, greece #1223, stocks 0.69%, upside #1084

Top accounts mentioned or mentioned by @johnie36149708 @grok @nicogladia @samanthaladuc @aegeanairlines @limche36611 @kakashiii111 @thewaltzy @agnostoxxx @maverick_equity @rihardjarc @walterschloss @renesellmann @elonmusk @agent0088156721 @returnsjourney @walter_schloss @nocapcap @fyreinteractive @jtourzan

Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Coursera, Inc. (COUR) Bitcoin (BTC) Oracle Corporation (ORCL) Palantir (PLTR) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Broadcom, Inc. (AVGO) Ball, Corp. (BALL) Metadium (META) Zoom Video Communications Inc (ZM) Ethereum (ETH) Constellation Brands, Inc. Class A (STZ) Lululemon Athletica Inc (LULU) RealFevr (FEVR) Credit Suisse Group (CS)

Top Social Posts #


Top posts by engagements in the last XX hours

"Need to start writing more investment-related stories for you guys. $BELA.AT"
X Link @philoinvestor 2025-09-21T09:48Z 7701 followers, 1459 engagements

"Five Under-the-Radar stocks with potentially big upside. X. $FEVR.L Fever-Tree - leader in the premium mixers category (and more). Growth ahead and selling for 3X sales after a deep price slump. Issues being fixed. X. $COUR Coursera - leader in EdTech pushing on cost control and growing year by year. Fortress balance sheet and could execute on a sector-changing acquisition going forward. Dumped their CEO recently. No AI isn't going to kill them probably the contrary. X. $CROX - category leader with a brand strong enough to be copied. Executed on pointless acquisition with HeyDude and now"
X Link @philoinvestor 2025-08-27T11:07Z 7699 followers, 4022 engagements

"My go-to short bucket when the AI tide turns. $PLTR real biz unreal multiple overhyped future $NVDA the central bank of AI bound to drop $ORCL boomer proxy renting GPUs at a loss $AMD effectively an OpenAI proxy now $CRWV grifty and over-levered hyperscaler sidecar $NBIS AI infra but without the enterprise customers Each stock has a different story ADR and volatility so I will pick choose and trade accordingly"
X Link @philoinvestor 2025-10-08T19:09Z 7701 followers, 34.5K engagements

"☒Powering OpenAI x $NVDA $AMD $AVGO deals exclusively with nuclear requires XX GW continuous. #NuclearPhilo Thats XX% of Chinas XXXX GWe under construction. Uranium required: XXX ktU/yr (7% global uranium production)"
X Link @philoinvestor 2025-10-15T01:12Z 7702 followers, 1627 engagements

"Double Top on $BTC from August still in play"
X Link @philoinvestor 2025-10-18T00:44Z 7698 followers, 1015 engagements

"$COUR Coursera x Open AI partnership Is it a major shock that Open AI needs content partners to further their causes. It shouldn't be See attached thread from last may. πŸ‘‡"
X Link @philoinvestor 2025-10-06T18:43Z 7698 followers, 1616 engagements

"NIKKEI up X% - Yen crashed JGB yields spiked. Market reacting with the Abenomics playbook as if this is a redux. $JPY I posted my work on Abenomics (The Spell of Abe) from XX years ago for context here:"
X Link @philoinvestor 2025-10-06T09:37Z 7702 followers, XXX engagements

"Sending out NED #6 for subscribers shortly after $BALL $FEVR.L $BELA.AT and $GRG.L previously. After the NED piece I am starting to write a bigger picture thematic on Riding the AI Tech Stack"
X Link @philoinvestor 2025-05-28T20:12Z 7700 followers, XXX engagements

"Dollar Vs Yen You have Trump and the $USD side of the pair: You don't know what he'll say or do and what kind of tariffs and trade war is going to be unleashed from one day to the next - so you can't handicap the USD leg. Then you have Takaichi on the $JPY side: Will markets digest Takaichi and her story as another Abenomics play Or will they see through her rhetoric and understand that Abenomics failed on the one hand and two that Japan is not what it used to be and can't practice Abenomics again By the way if Abenomics had worked we wouldn't need a second Abenomics now would be .And so"
X Link @philoinvestor 2025-10-13T07:01Z 7700 followers, 2379 engagements

"$NVDA You can call this the Nvidia Put πŸ‘‡ *CoreWeave Nvidia sign $XXX billion cloud computing capacity order. CoreWeave opens new tab has signed a $XXX billion initial order with backer Nvidia opens new tab the data center operator said on Monday in a deal that guarantees that the AI chipmaker will purchase any cloud capacity not sold to customers. From last month:"
X Link @philoinvestor 2025-10-17T12:29Z 7698 followers, XXX engagements

"$META WhatsApp taking another stab at Zoom $ZM. You can schedule calls on WhatsApp now super easily. This should do some damage"
X Link @philoinvestor 2025-10-10T08:50Z 7702 followers, XXX engagements

"We going back here $BTC $ETH"
X Link @philoinvestor 2025-10-17T12:26Z 7699 followers, XXX engagements

"Interesting businesses down 50%+ from highs pain is obvious upside could be too: X. $STZ: tariffs + Hispanic consumer hit guidance cut. Debt profile sets up major undervaluation soon. 2/ $FEVR: margins crushed by glass/shipping but inventor of premium mixers. X. $DOCS.L: struggling post-IPO pivoting from wholesale to DTC. Brand equity still intact. X. $LULU: US slowing yet global cult brand expanding into mens and Asia. X. $CROX: Hey Dude acquisition tough but core product strong. Balance sheet + buybacks provide support. X. $BALL : debt heavy volumes weak but undisputed category leader with"
X Link @philoinvestor 2025-10-01T11:57Z 7698 followers, 15.5K engagements

""People calculate too much and think too little." This problem has probably increased massively these days"
X Link @philoinvestor 2025-10-17T16:52Z 7698 followers, XXX engagements

"You didn't buy the Greek sovereign. But you did buy Credit Suisse convertibles and Bayer"
X Link @philoinvestor 2025-10-17T18:50Z 7698 followers, XXX engagements

"Kid: Mom how did we get so rich Mother: By mistake during the Cooking Oil Crash of '25"
X Link @philoinvestor 2025-10-14T20:33Z 7700 followers, 1957 engagements

"For all you Yenthusiasts out there - you would enjoy this. $JPY"
X Link @philoinvestor 2025-10-06T09:55Z 7701 followers, 1504 engagements

"$AMD x Open AI: Tied to the AMD hip With the warrant deal for 160M AMD shares two dynamics stand out πŸ‘‡πŸ¦‰ 1) ALIGNMENT AMD just tied Open AI with its own stock. It is now greatly to Open AI's interests to complete the 6GW capacity deal because it comes (T&C apply) with a major sweetener: Almost $100bln in value (At $1trln market cap) via the XX% share in AMD. In addition OAI is incentivised to continue the partnership with AMD because of that XX% stake. They are tied to the hip. OAI pulling back from AMD means they immediately suffer losses in their equity portfolio *But not just any"
X Link @philoinvestor 2025-10-08T07:01Z 7701 followers, 7207 engagements

"Permira owns 370mln shares in Dr Martens. GS tried to broker-sell 70mln shares today at XX% below market. Share price tanked 20%. $DOCS.L HOWEVER sources say Permira wasn't involved in this sale. I don't know who the seller(s) could be but it doesn't matter really"
X Link @philoinvestor 2024-09-20T15:15Z 7701 followers, 3849 engagements

"The first rule of startups is."Never grow too big that all the money in the world aren't enough to fund your next round" Open AI isn't too big to fail it's too big to succeed"
X Link @philoinvestor 2025-10-15T04:16Z 7702 followers, 1161 engagements

"UK-listed stocks that are uncorrelated to the AI hype. I own all four of them right now. #InterestingRiskReward Dr. Martens $DOCS.L Iconic brand rebooting. Expanding beyond boots overhauling distribution. Post-IPO collapse may be overdone. πŸ₯Ύ Fever-Tree $FEVR.L Premium mixer leader trading at X sales after a brutal slump. Supply issues easing growth runway intact. Robust to weakening alcohol consumptions per capita πŸ˜‰ Greggs $GRG.L The UKs fast-food royalty. Efficiency and expansion levers ahead. Still cheap for its moat. King of the Sausage Roll πŸ‘‘ Clarksons $CKN.L Shippings quiet"
X Link @philoinvestor 2025-10-13T08:36Z 7701 followers, 11K engagements

"🧸 $BELA.AT A TALE OF BUSINESS OWNING AND FINANCIAL MARKETS In the summer of 2015 amidst the Tsipras/ SYRIZA government and the subsequent negotiations between Greece and the "Troika" - I had a somewhat large position on Jumbo shares. It must have been XX% of the portfolio. Worries were that a "Grexit" would have ejected Greece from the Euro and back to the drachma with fears of a financial depression and all the trimmings. (same worries existed in 2012) Negotiations weren't going well and Draghi/ECB decided to pull the plug on the Greek ELA situation effectively forcing the banks into a"
X Link @philoinvestor 2023-11-29T21:49Z 7699 followers, 6743 engagements

@philoinvestor
/creator/twitter::philoinvestor