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[@jonchimpo23](/creator/twitter/jonchimpo23)
"@Mr_Derivatives All I can think of when I hear Nokia is snake and custom covers"  
[X Link](https://x.com/jonchimpo23/status/1983317519713882502) [@jonchimpo23](/creator/x/jonchimpo23) 2025-10-28T23:38Z XXX followers, XXX engagements


"Second order derivatives of power generation are where Im adding currently as the next trade people crowd into. LNG and solar are needed first as nuclear takes a lot more time (and is crowded). For solar enter Shoals Technologies Group- $SHLS. Its been largely beat up by analysts predicting margin pressures from tariffs but with a recent upgrade that fear is likely leading to overly bearish earnings estimates. Excellent set up. And while tariffs are affecting them look at the money being spent on infrastructure They are absolutely passing those on to the data centers given high demand. Chart"  
[X Link](https://x.com/jonchimpo23/status/1974474674202452392) [@jonchimpo23](/creator/x/jonchimpo23) 2025-10-04T14:00Z XXX followers, 1891 engagements


"@clauner10 @StealthQE4 What Stronger USD is a tailwind for yen carry. What BOJ does matters most but I also believe most ST unhedged carry has already unwound"  
[X Link](https://x.com/jonchimpo23/status/1983629526950424589) [@jonchimpo23](/creator/x/jonchimpo23) 2025-10-29T20:18Z XXX followers, XX engagements


"They make critical components. Shoals Technologies Group Inc. is a provider of electrical balance of system (EBOS) solutions and components including battery energy storage solutions (BESS) and original equipment manufacturer (OEM) components for the global energy transition market. It encompasses all the components that are necessary to carry the electric current produced by solar panels to an inverter and ultimately to the power grid. You cant generate solar power without them"  
[X Link](https://x.com/jonchimpo23/status/1974474677138411711) [@jonchimpo23](/creator/x/jonchimpo23) 2025-10-04T14:00Z XXX followers, XXX engagements


"Banner year for the Retail Fintwit Army. My retail index confirms it I hereby name $BUZZ the official retail proxy We still got 1Q left to beat the tutes LFG"  
[X Link](https://x.com/jonchimpo23/status/1974076050293522847) [@jonchimpo23](/creator/x/jonchimpo23) 2025-10-03T11:36Z XXX followers, XXX engagements


"@StealthQE4 $BUZZ my fintwit proxy 😎"  
[X Link](https://x.com/jonchimpo23/status/1977564855759692252) [@jonchimpo23](/creator/x/jonchimpo23) 2025-10-13T02:39Z XXX followers, XXX engagements


"@brooster101 @StealthQE4 Because this is DXY which measures USD vs. a basket of global currencies. It does not reflect loss of purchasing power (for which all global currencies are perpetually losing)"  
[X Link](https://x.com/jonchimpo23/status/1983629951900512348) [@jonchimpo23](/creator/x/jonchimpo23) 2025-10-29T20:20Z XXX followers, XX engagements


"Not true. For speculative HF yen carry like what occurred in August XX and more recently April no. Weaker yen benefits carry. The whole point is borrowing in Japanese yen and parking it in a USD denominated asset. Hence strong dollar and a WEAKER yen being a tailwind. This version based nearly entirely on margin which is tied to BOJ rate not yields"  
[X Link](https://x.com/jonchimpo23/status/1983651624967930180) [@jonchimpo23](/creator/x/jonchimpo23) 2025-10-29T21:46Z XXX followers, XX engagements