[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.] [@walter_schloss](/creator/twitter/walter_schloss) "When I bought $TSM ppl thought the main threat to its business was $INTC ; nowadays the only threat is China's PLA. I never understood why Warren Buffett sold it but kept $AAPL"  [@walter_schloss](/creator/x/walter_schloss) on [X](/post/tweet/1945743289568690246) 2025-07-17 07:12:05 UTC XXX followers, 1647 engagements "Iluka $ILU .ax is cheap (P/tanB E/E etc.) for a reason; it is mostly producing zircon titanium etc. which are currently at low prices. But it also sits on a stockpile of rare earth minerals and its ree refinery will come online in 2026 / 27"  [@walter_schloss](/creator/x/walter_schloss) on [X](/post/tweet/1945446586923864537) 2025-07-16 11:33:05 UTC XXX followers, XXX engagements "@DaBao_ The prob. of China invading Taiwan in 2025 is less than XX% on polymarket. But nobody knows what happens IF it happens; would the US defend Taiwan would there be cyber attacks would NK use the opportunity to attack SK would we get a nuclear war etc"  [@walter_schloss](/creator/x/walter_schloss) on [X](/post/tweet/1945768398027169968) 2025-07-17 08:51:51 UTC XXX followers, XXX engagements "I might have chosen the wrong day to buy $CNC which reports tomorrow"  [@walter_schloss](/creator/x/walter_schloss) on [X](/post/tweet/1948419249870868677) 2025-07-24 16:25:23 UTC XXX followers, XXX engagements "It looks to me like the short squeezes in 2025 $KSS $OPEN $PCT $RKT et al. are not as durable as the meme stocks in 2021"  [@walter_schloss](/creator/x/walter_schloss) on [X](/post/tweet/1947657698335395943) 2025-07-22 13:59:15 UTC XXX followers, XXX engagements
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@walter_schloss
"When I bought $TSM ppl thought the main threat to its business was $INTC ; nowadays the only threat is China's PLA. I never understood why Warren Buffett sold it but kept $AAPL"
@walter_schloss on X 2025-07-17 07:12:05 UTC XXX followers, 1647 engagements
"Iluka $ILU .ax is cheap (P/tanB E/E etc.) for a reason; it is mostly producing zircon titanium etc. which are currently at low prices. But it also sits on a stockpile of rare earth minerals and its ree refinery will come online in 2026 / 27" @walter_schloss on X 2025-07-16 11:33:05 UTC XXX followers, XXX engagements
"@DaBao_ The prob. of China invading Taiwan in 2025 is less than XX% on polymarket. But nobody knows what happens IF it happens; would the US defend Taiwan would there be cyber attacks would NK use the opportunity to attack SK would we get a nuclear war etc" @walter_schloss on X 2025-07-17 08:51:51 UTC XXX followers, XXX engagements
"I might have chosen the wrong day to buy $CNC which reports tomorrow" @walter_schloss on X 2025-07-24 16:25:23 UTC XXX followers, XXX engagements
"It looks to me like the short squeezes in 2025 $KSS $OPEN $PCT $RKT et al. are not as durable as the meme stocks in 2021" @walter_schloss on X 2025-07-22 13:59:15 UTC XXX followers, XXX engagements