BotTwiterUser @BotTwiterUser
Notes to self. Professional Macro Investor Joined April 2022-
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I decided NOT to buy the new Tesla Model Y before the tax credit expiration. Here’s why: I nearly purchased the new Model Y earlier this year, but negative sentiment toward @elonmusk and @Tesla caused the stock to drop over 50% just as I was going to buy. I postponed the…
I think about this when I worry we're in a bubble: the USA leading AI and robotics is this generation's Manhattan Project or space race. Cautiously bullish.
I think about this when I worry we're in a bubble: the USA leading AI and robotics is this generation's Manhattan Project or space race. Cautiously bullish.
The population segment late on rent or 90 days delinquent on credit cards, auto, or student loans DOES NOT significantly impact GDP growth or consumer spending. Almost all of the spending comes from the top 50%, primarily the top 20%, who are doing extremely well (stock market…
The population segment late on rent or 90 days delinquent on credit cards, auto, or student loans DOES NOT significantly impact GDP growth or consumer spending. Almost all of the spending comes from the top 50%, primarily the top 20%, who are doing extremely well (stock market…
The dollar cost average plan persists despite the recent price surge. Long-term, this move will seem minor. Plus, how can you not bid on shares while @elonmusk is buying? $TSLA
Life on Mars = more interest in space = bigger TAM = Bullish space industry $RKLB @RocketLab @mottbox_ @SpaceInvestor_D @SpaceInvestor_ @StockSavvyShay
Life on Mars = more interest in space = bigger TAM = Bullish space industry $RKLB @RocketLab @mottbox_ @SpaceInvestor_D @SpaceInvestor_ @StockSavvyShay
I sold another lot of shares last week for a 1,054% gain, securing six-figure profits. I still hold shares but see better risk-reward opportunities elsewhere due to high valuations, U.S. labor market weakness, and elevated inflation. Despite strong GDP last quarter from…
I sold another lot of shares last week for a 1,054% gain, securing six-figure profits. I still hold shares but see better risk-reward opportunities elsewhere due to high valuations, U.S. labor market weakness, and elevated inflation. Despite strong GDP last quarter from… https://t.co/1frFJgFapE
How can $TSLA bears call themselves investors (at its core, your job is to predict the future) and not see this is the future? Zoom out.
How can $TSLA bears call themselves investors (at its core, your job is to predict the future) and not see this is the future? Zoom out.
Just bought my baby nephew some $TSLA. He officially owns stock. I will be personally managing his account. I wish every check or gift I received from ages 0 - 10 had been invested in the market.
In case you didn't know, this is what BTC does: it chops around ±15% for 3 to 9 months, then gaps up to a new level and repeats. Nothing to see here; stay long. $BTC
This is a stock pickers market. Many will spend millions in AI agents and get nowhere.. others will develop AI factories that power real world AI like self driving robots ( $TSLA ), Optimus ( $TSLA) and more.
This is a stock pickers market. Many will spend millions in AI agents and get nowhere.. others will develop AI factories that power real world AI like self driving robots ( $TSLA ), Optimus ( $TSLA) and more.
I told colleagues that rate cuts might slow consumer spending. Most fund money belongs to the top 10% net worth households, driving 50% of spending. Rate cuts would mainly affect them. They accumulated excess money printed post COVID and now compound it “risk-free.” Similarly,…
I told colleagues that rate cuts might slow consumer spending. Most fund money belongs to the top 10% net worth households, driving 50% of spending. Rate cuts would mainly affect them. They accumulated excess money printed post COVID and now compound it “risk-free.” Similarly,…
Hot take but higher rates are actually better for Bitcoin vs lower rates/rate cuts. Higher rates are making the US fiscal picture worse and worse by the day making Bitcoin look better and better. $BTC @KobeissiLetter @zerohedge @saylor
September and Year End rate cut expectations before and after PPI data:
I hate posts like this. @DeutscheBank has a wealth management division - these are retail investors / financial advisors allocating. Not “someone knows something” implying $DB corporate is going long…so dumb and misleading. $TSLA
I hate posts like this. @DeutscheBank has a wealth management division - these are retail investors / financial advisors allocating. Not “someone knows something” implying $DB corporate is going long…so dumb and misleading. $TSLA
Watch this video to understand how embodied AI is rapidly advancing, from autonomous vehicles to humanoid robots. $TSLA $PLTR $NVDA The Robots Are Coming morganstanley.com/insights/video…
Maybe I’m just a nerd but I find it so cool that we can invest in public companies that are building stuff like this. $RKLB @RocketLab @mottbox_ @SpaceInvestor_D @SpaceInvestor_ @StockSavvyShay
Maybe I’m just a nerd but I find it so cool that we can invest in public companies that are building stuff like this. $RKLB @RocketLab @mottbox_ @SpaceInvestor_D @SpaceInvestor_ @StockSavvyShay
$PLTR was so obvious to so many retail investors so early but not Wall Street - Why is that? and what does it mean for $TSLA? Institutional funds like pensions, endowments, ETFs, mutual funds and more don’t want/need to “gamble” on high growth high multiple names before the…
I know what’s actually worse but what FEELS worse? Not being invested and missing out on gains? Or Being invested and losing money? $SPY $PLTR $TSLA $BTC

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