[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.] [@Cheytax_1](/creator/twitter/Cheytax_1) "$CDIA s IPO generate positive momentum for Prajogos portfolio. With temporal value at XXXX reinforces confidence in long Prajogo ( $BREN $BRPT $PTRO $CUAN $TPIA) & short Himbara ( $BMRI $BBRI $BBNI + $BBCA) setup"  [@Cheytax_1](/creator/x/Cheytax_1) on [X](/post/tweet/1940444985075376435) 2025-07-02 16:18:30 UTC XXX followers, 1611 engagements "Look at how EV and hybrid sales are starting to split off its happening lol. Even after BYDs Atto X launch at 195mn IDR today $ASII doesnt look bad at all. Initial panic around $ASII losing market share was loud. When BYD arrived the whole street was shouting "sell Astra while you can" The local price benchmark then was 400500mn IDR for X seaters. I remember grilling a BYD guy at Gaikindo: Do people keep asking about that price point He nodded said "lots". *Tapi bang. BYD M6. Indo needs a real MPV not some urban crossover disguised as one.* But thats not the limiting factor anymore. 1."  [@Cheytax_1](/creator/x/Cheytax_1) on [X](/post/tweet/1948052167702786338) 2025-07-23 16:06:44 UTC XXX followers, XXX engagements "Looking at the $IHSG's index breadth (% of stocks trading above their rolling average) give another reason why that scapegoat narrative is garbage. Today XXXXX% of constituents are trading above their rolling average. Meaning: if you picked stocks blindfolded no strategy no filter you'd still have a XX% chance of picking a winner. And it's getting better: on average that number has been climbing XXXXX% per week so your odds are improving with time"  [@Cheytax_1](/creator/x/Cheytax_1) on [X](/post/tweet/1948773747445604659) 2025-07-25 15:54:02 UTC XXX followers, XX engagements "No ties to Henan Putihrai but this is how an Indo ETF should look strong CAGR (21.5%) controlled drawdown. Uncommon names inside; $SSIA $BRPT $TPIA even $DAAZ yes $DAAZ. Low liquidity Thin moat Whatever. It works"  [@Cheytax_1](/creator/x/Cheytax_1) on [X](/post/tweet/1949071366789136619) 2025-07-26 11:36:40 UTC XXX followers, XX engagements "You often hear the sell side complain: The Indonesian ETF is underperforming because only a few big caps move the rest are dead. Its the markets fault not ours. But the data says otherwise. If you had bought all stocks (includes only liquid names any day with trading below 100mn IDR is filtered out) equally from 2010 and held to today the cumulative return would be XXX% vs $IHSG s XXX% thats XXX% alpha. Sure you might say Tapi bang. drawdownnya. gila banget. yes the drawdown looks nasty. But the Sharpe tells a different story: $IHSG is 0498 while the equal weighted return Sharpe is 0781"  [@Cheytax_1](/creator/x/Cheytax_1) on [X](/post/tweet/1948770739148247105) 2025-07-25 15:42:05 UTC XXX followers, XX engagements "I remember speaking years ago with the Head of one of the top X investment management firms in Indonesia by AUM. He told me this: Back in 2000 the market was rewarding. Stock picking was easy. You could blindfold yourself and just pick cheap multiples. Wait XXX months and the multiples would normalize. That world It's gone. Dead. Now you can buy companies with excellent top line and bottom line growth but the stock still collapses. And what do people say Its okay I know what Im holding. Thats delusion. Thats partying on the Titanic while the ship is cracking through an iceberg. The confidence"  [@Cheytax_1](/creator/x/Cheytax_1) on [X](/post/tweet/1947703528048496677) 2025-07-22 17:01:22 UTC XXX followers, XX engagements "Lets stop pretending this is about the market. Either your method is broken or youre dressing up poor strategy with fancy excuses. Im not here to blow whistles but lets be real: you're managing money that for some people is all they have left. How many OJOL drivers or UMR workers have you quietly taken XX% from while underperforming year after year"  [@Cheytax_1](/creator/x/Cheytax_1) on [X](/post/tweet/1948775961778159619) 2025-07-25 16:02:50 UTC XXX followers, XX engagements "Were seeing the typical tariff feedback loop; inflation expectations via 1Y swaps are climbing (white) and CPI (blue) usually follows few months later. Expect commodity breadth to follow not just Gold surging but also Copper Silver Palladium and Platinum gaining traction"  [@Cheytax_1](/creator/x/Cheytax_1) on [X](/post/tweet/1944793179078930518) 2025-07-14 16:16:41 UTC XXX followers, XXX engagements "Two-month lag puts the correlation at 0.96; CPI YoY is essentially the engine behind XX% of 1Y swap moves. $ANTM belongs at 3800 per share nothing less.😡"  [@Cheytax_1](/creator/x/Cheytax_1) on [X](/post/tweet/1944795812967612914) 2025-07-14 16:27:09 UTC XXX followers, XXX engagements "FY26 EBITDA consensus hasnt moved a cent. Sell-side come on. You dont need a thesis brainstorm. Ticker is $AEO. The catalyst Two words: SYDNEY SWEENEY"  [@Cheytax_1](/creator/x/Cheytax_1) on [X](/post/tweet/1948423134702620876) 2025-07-24 16:40:49 UTC XXX followers, XXX engagements "$INCO is trading at its deepest discount to $ANTM in XX years = frequency at this level is zero; its never been this low"  [@Cheytax_1](/creator/x/Cheytax_1) on [X](/post/tweet/1948733048025219204) 2025-07-25 13:12:19 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Cheytax_1
"$CDIA s IPO generate positive momentum for Prajogos portfolio. With temporal value at XXXX reinforces confidence in long Prajogo ( $BREN $BRPT $PTRO $CUAN $TPIA) & short Himbara ( $BMRI $BBRI $BBNI + $BBCA) setup"
@Cheytax_1 on X 2025-07-02 16:18:30 UTC XXX followers, 1611 engagements
"Look at how EV and hybrid sales are starting to split off its happening lol. Even after BYDs Atto X launch at 195mn IDR today $ASII doesnt look bad at all. Initial panic around $ASII losing market share was loud. When BYD arrived the whole street was shouting "sell Astra while you can" The local price benchmark then was 400500mn IDR for X seaters. I remember grilling a BYD guy at Gaikindo: Do people keep asking about that price point He nodded said "lots". Tapi bang. BYD M6. Indo needs a real MPV not some urban crossover disguised as one. But thats not the limiting factor anymore. 1." @Cheytax_1 on X 2025-07-23 16:06:44 UTC XXX followers, XXX engagements
"Looking at the $IHSG's index breadth (% of stocks trading above their rolling average) give another reason why that scapegoat narrative is garbage. Today XXXXX% of constituents are trading above their rolling average. Meaning: if you picked stocks blindfolded no strategy no filter you'd still have a XX% chance of picking a winner. And it's getting better: on average that number has been climbing XXXXX% per week so your odds are improving with time" @Cheytax_1 on X 2025-07-25 15:54:02 UTC XXX followers, XX engagements
"No ties to Henan Putihrai but this is how an Indo ETF should look strong CAGR (21.5%) controlled drawdown. Uncommon names inside; $SSIA $BRPT $TPIA even $DAAZ yes $DAAZ. Low liquidity Thin moat Whatever. It works" @Cheytax_1 on X 2025-07-26 11:36:40 UTC XXX followers, XX engagements
"You often hear the sell side complain: The Indonesian ETF is underperforming because only a few big caps move the rest are dead. Its the markets fault not ours. But the data says otherwise. If you had bought all stocks (includes only liquid names any day with trading below 100mn IDR is filtered out) equally from 2010 and held to today the cumulative return would be XXX% vs $IHSG s XXX% thats XXX% alpha. Sure you might say Tapi bang. drawdownnya. gila banget. yes the drawdown looks nasty. But the Sharpe tells a different story: $IHSG is 0498 while the equal weighted return Sharpe is 0781" @Cheytax_1 on X 2025-07-25 15:42:05 UTC XXX followers, XX engagements
"I remember speaking years ago with the Head of one of the top X investment management firms in Indonesia by AUM. He told me this: Back in 2000 the market was rewarding. Stock picking was easy. You could blindfold yourself and just pick cheap multiples. Wait XXX months and the multiples would normalize. That world It's gone. Dead. Now you can buy companies with excellent top line and bottom line growth but the stock still collapses. And what do people say Its okay I know what Im holding. Thats delusion. Thats partying on the Titanic while the ship is cracking through an iceberg. The confidence" @Cheytax_1 on X 2025-07-22 17:01:22 UTC XXX followers, XX engagements
"Lets stop pretending this is about the market. Either your method is broken or youre dressing up poor strategy with fancy excuses. Im not here to blow whistles but lets be real: you're managing money that for some people is all they have left. How many OJOL drivers or UMR workers have you quietly taken XX% from while underperforming year after year" @Cheytax_1 on X 2025-07-25 16:02:50 UTC XXX followers, XX engagements
"Were seeing the typical tariff feedback loop; inflation expectations via 1Y swaps are climbing (white) and CPI (blue) usually follows few months later. Expect commodity breadth to follow not just Gold surging but also Copper Silver Palladium and Platinum gaining traction" @Cheytax_1 on X 2025-07-14 16:16:41 UTC XXX followers, XXX engagements
"Two-month lag puts the correlation at 0.96; CPI YoY is essentially the engine behind XX% of 1Y swap moves. $ANTM belongs at 3800 per share nothing less.😡" @Cheytax_1 on X 2025-07-14 16:27:09 UTC XXX followers, XXX engagements
"FY26 EBITDA consensus hasnt moved a cent. Sell-side come on. You dont need a thesis brainstorm. Ticker is $AEO. The catalyst Two words: SYDNEY SWEENEY" @Cheytax_1 on X 2025-07-24 16:40:49 UTC XXX followers, XXX engagements
"$INCO is trading at its deepest discount to $ANTM in XX years = frequency at this level is zero; its never been this low" @Cheytax_1 on X 2025-07-25 13:12:19 UTC XXX followers, XX engagements