Dec 30, 2021
Dec 27, 2021
Investing
The current state of investing pic.twitter.com/nA4wcagZtK
— Wall Street Memes (@wallstmemes) December 28, 2021
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Dec 26, 2021
When is a good time to start investing !?
“20 years ago was a great time to start investing”
— Brian Feroldi (@BrianFeroldi) September 19, 2021
Everyone in 2041
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Market-Timing plan
My market-timing plan pic.twitter.com/WZnvOPB63s
— Brian Feroldi (@BrianFeroldi) May 10, 2021
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Dec 23, 2021
Dec 22, 2021
Stock BTFD - SOFI (SoFi Technologies)
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Dec 18, 2021
McDonald's ๐
It's estimated that ~1% of the world's population eats at McDonald's every day.
— Trung Phan ๐จ๐ฆ (@TrungTPhan) November 14, 2021
best lever to influence purchase decisions is the menu, which the $190B fast-food chain designs with many psychological hacks to boost sales.
Here are 10 of them ๐งต pic.twitter.com/Kvw7Bz6Vce
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Lying Campaign Politician ๐ ๐คก
Here are 6 Facebook ads that @SenWarren is running against @elonmusk.
— Dave Lee (@heydave7) December 18, 2021
1/ calling Elon a whining baby and scared. pic.twitter.com/OII24Nio6J
These ads are extremely distasteful, mean, manipulative, and untrue. I hope she loses her Senate seat in 2024.
— Dave Lee (@heydave7) December 18, 2021
Dec 16, 2021
Dec 13, 2021
Inflation
Dec 7, 2021
BTFD ๐ ๐
Dec 2, 2021
Dec 1, 2021
Nov 30, 2021
Nov 29, 2021
Nov 28, 2021
Nov 25, 2021
Happy "Crypto" Thanksgiving ๐
How to pivot from uncomfortable Thanksgiving dinner topics to cryptocurrency, a thread:
— Coinbase (@coinbase) November 25, 2021
“When are you going to settle down and start a family?”
— Coinbase (@coinbase) November 25, 2021
“I think the bigger question is, when are you going to settle down and start a cryptocurrency portfolio?”
Nov 24, 2021
Cathie Wood says these stocks will quadruple (Ep. 457)
Good market update on crypto
Sell Shiba Inu, BTFD Bitcoin
Recent pullback in crypto prices is good time to get rid Shiba Inu (so so trade๐) to add more BTC.
Google trends chart shows Shiba Inu๐ is no longer trending....easy come, easy go ! ๐
Nov 22, 2021
๐๐๐
Bill Ford: "I am proud that Ford is leading the electric revolution"
— Renata Konkoly ๐ข๐ฆ (@RenataKonkoly) November 21, 2021
Joe Biden: "I can remember your dramatic announcement that by 2035, GM would be 100% electric. You changed the whole story, Mary. (...) You electrified the entire automobile industry."
๐คก@elonmusk @Tesla pic.twitter.com/8a2xFdUA4Q
Nov 20, 2021
Nov 18, 2021
Nov 16, 2021
Former TESLA employee
Nov 11, 2021
Nov 8, 2021
Nov 7, 2021
A great way to invest...๐
Doing the opposite of whatever that insufferable numbskull says would be a great way to invest!
— Elon Musk (@elonmusk) November 7, 2021
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Nov 4, 2021
Tesla > S&P500
Nov 2, 2021
Oct 31, 2021
haha ๐๐คฃ
Tuition is in Dogecoin & u get a discount if u have a dog
— Elon Musk (@elonmusk) October 31, 2021
Oct 29, 2021
Crypto Speculation - Dogecoin & Shiba Inu ๐ถ
Oct 27, 2021
For now, human drivers are still needed ๐
"Over the next 3 years, this could grow to 150,000 #Teslas that can be provided by Hertz to #Uber."
— Julia Chatterley (@jchatterleyCNN) October 27, 2021
Mark Fields, Interim CEO @Hertz and @Uber CEO @dkhos talk EV adoption & building charging capacity.
Plus, no self-driving options included for now! ๐
Part 2 | @firstmove pic.twitter.com/G40TCDCMAd
Oct 26, 2021
"Meditation - The Art of Doing Nothing" by @naval
"Meditation - The Art of Doing Nothing" by @naval Visualized ๐งต⬇️ 1/24 pic.twitter.com/tZiZblb8ch
— Wisart (@wisart_in) October 26, 2021
Oct 25, 2021
"Prototypes are trivial compared to scaling production & supply chain" - Elon Musk
Prototypes are trivial compared to scaling production & supply chain. If those are solved, achieving positive gross margin is the next nightmare.
— Elon Musk (@elonmusk) October 25, 2021
Starting a second new vehicle line before first is working will divide resources & amplify probability of failure.
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Full Self Driving ๐๐
Super edge case Part Deux ๐คฏ@elonmusk @karpathy @Tesla WHAT IS THIS MADNESS?! pic.twitter.com/za9vG3v04K
— ๐๐ปTheodore *Assertive* Cruisavelt๐ป๐ (@PJWheeler83) October 20, 2021
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Poetry ๐
Mark Fields, ex-CEO of Ford & new interim CEO of Hertz, ordering 100,000 Teslas
— Tesla Tizzler (@Tesla_Tizzler) October 25, 2021
Just pure poetry.$TSLA
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Oct 23, 2021
Shipping & Handling
Long Beach Port is only #17 in the world.
— RoninExAnte (@RoninExAnte) October 23, 2021
64% capacity of Rotterdam ๐ณ๐ฑ
35% capacity of Shenzhen ๐จ๐ณ
25% capacity of Singapore ๐ธ๐ฌ
In the meantime: Singapore is *doubling* its capacity over the next 20 years. @balajis https://t.co/rWjEK8XQLv pic.twitter.com/XQwG9gLBac
Oct 22, 2021
CLOV
Palantir
Oct 21, 2021
I see a trend ๐ช
Tesla $TSLA gross profit margins:
— Vincent Yu (@vincent13031925) October 21, 2021
3Q 2021: 30.50%
2Q 2021: 28.00%
1Q 2021: 26.50%
4Q 2020: 24.10%
3Q 2020: 28.00%
2Q 2020: 25.00%
1Q 2020: 26.00%
4Q 2019: 21.00%
3Q 2019: 23.00%
2Q 2019: 19.00%
1Q 2019: 20.00%
4Q 2018: 24.31%
3Q 2018: 26.00%
2Q 2018: 21.00%
1Q 2018: 20.00%
Oct 20, 2021
Tesla Earnings Q3 2021
Super impressive quarter by $TSLA. $2B in non-GAAP net income. $3.2B in adjusted EBITDA. Tesla executing at a very high level right now.
— Dave Lee (@heydave7) October 20, 2021
And this is all BEFORE Austin and Berlin start ramping. pic.twitter.com/tPdQJhqwyI
Oct 14, 2021
Oct 12, 2021
Oct 8, 2021
BTFD = kinda "DCA"
"Buying the dip" is just dollar cost averaging.
— Zero Liability Capital (@ZLCap) October 8, 2021
It's not an outsized-risk trading strategy used among high-testosterone alpha bro traders.
Calm down hardos.
Clover Health
1/ $CLOV - upgraded MA PPO rating of 3.5 Stars (vs prior 3.0 Stars) - Proud of the @CloverHealth team and excited to see what the future holds ๐ช
— Chamath Palihapitiya (@chamath) October 8, 2021
4/ How is this possible? Clover Assistant + TAM + purpose built organization focused on driving health equity = $CLOV
— Chamath Palihapitiya (@chamath) October 8, 2021
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Oct 5, 2021
Oct 4, 2021
Oct 3, 2021
EV Disruption coming soon....sooner...now ! ๐⏳
By the time autos recover strongly, if @skorusARK’s analysis is correct, the sticker prices of #ElectricVehicles will be at or below those of like-for-like gas powered vehicles, suggesting that traditional auto companies will have to transform from ~95% gas to majority electric.
— Cathie Wood (@CathieDWood) October 2, 2021
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Oct 1, 2021
Sep 30, 2021
Stock Market Explained ๐
Stock market explained in 15 seconds. pic.twitter.com/HlOgWeA0Al
— Genevieve Roch-Decter, CFA (@GRDecter) September 30, 2021
Sep 29, 2021
18 inch vs two 12 inch
Here's a useful counterintuitive fact: one 18 inch pizza has more 'pizza' than two 12 inch pizzas pic.twitter.com/hePSpG0pJs
— Fermat's Library (@fermatslibrary) January 7, 2019
Sep 28, 2021
Tesla ๐
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Sep 26, 2021
Sriracha
1/ The Sriracha story traces back to the 1930s.
— Trung Phan ๐จ๐ฆ (@TrungTPhan) June 27, 2021
In a Thai town called Sri Racha, a housewife named Thanom Chakkapak created a paste of chili peppers, distilled vinegar, garlic, sugar and salt.
Variations of this recipe have travelled across the globes in the decades since. pic.twitter.com/TEh52V7uqy
Sep 23, 2021
Sep 22, 2021
Geographic Arbitrage
100% true.
— BowTiedBull.eth - Read Pinned Tweet or NGMI (@BowTiedBull) September 23, 2021
The reasoning is simple. The biggest expense (besides tax) is always rent.
Until you can buy outright, the biggest savings hurdle is always rent. https://t.co/UAn7nTbUyh
CLOV bullish triggers
๐ช
— Chamath Palihapitiya (@chamath) September 22, 2021
1. JP just gave us blessing and Evergrande issues won't have an impact on US
— Glen Shin (@GlenShin5) September 22, 2021
2. Fear/Greed index shows extreme fear which indicates that correction is almost over
3. Wsb meme stocks are still valued high. Recently, we saw old meme stocks pop like $BB and $SKLZ and $LCID
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Sep 18, 2021
Design Secrets ๐๐
1/ MOVIE THEATRE SEATS & CURTAINS are red because it is the first color the human eye loses sight of when lights dim (or in darkness).
— Trung Phan ๐จ๐ฆ (@TrungTPhan) September 18, 2021
With this effect, people focus on the show instead of surroundings. pic.twitter.com/wdBt6mf4UQ
Sep 16, 2021
Breakout finally !? ๐๐
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Sep 15, 2021
Sep 14, 2021
Sep 12, 2021
Sep 10, 2021
The Central Banker of Afghanistan ๐
The Central Banker of Afghanistan.
— Nassim Nicholas Taleb (@nntaleb) September 9, 2021
Given the absence of understanding of complex systems by PaulVolker's successors (esp. Greenspan & Bernanke), I would not dismiss the fellow below.
As a matter of fact we are scheduling a #RWRI delegation to discuss tail risks of policies. pic.twitter.com/pGhkjP8A65
Aug 26, 2021
Top 10 BEVs (battery electric vehicle - USA)
CLOV
$CLOV due for a squeeze pic.twitter.com/quSWG23DHW
— Ommie the Hommie (@OmarAboelazm) August 26, 2021
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
Aug 25, 2021
Ark’s Cathie Wood Says AI Gives Tesla the 'Pole Position'
Aug 23, 2021
Hmmm, which one to pick !? ๐
Here's a comparison of the relative financial strength of several major international automakers.
— James Stephenson (@ICannot_Enough) August 23, 2021
(higher is better) ๐$TSLA pic.twitter.com/ejdc4X7F5c
Aug 20, 2021
Aug 19, 2021
Aug 17, 2021
Palantir - recent BTFDs from Ark Invest ๐ช๐๐
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock
BTFD ๐
Aug 16, 2021
Aug 10, 2021
Aug 7, 2021
This is why China is regulating their Big Tech & Capital Market ๐ถ๐ฆ๐ง๐จ๐ฉ๐ช
I believe China is trying to avoid some of the cons of western societies (social media/tech monopolies, online fake news, subjective young people morals and standards, deteriorating nuclear family values, money$ controlling politicians and deciding government policies). This is just one primate's opinion. ๐๐๐
Aug 2, 2021
FIRE
Aug 1, 2021
Understanding China’s Recent Moves in Its Capital Markets (Ray Dalio)
I understand that it’s confusing to people who are not close to what’s happening. Since I started going to China 36 years ago, I have found that most Western observers who do not have direct contact with policy makers’ and don’t follow in detail the patterns of the changes have tended to not believe that the Chinese Communist Party’s usage of capital markets to foster development is real. They interpret moves like these two recent ones as the Communist Party leaders showing their true anti-capitalist stripes even though the trend over the last 40 years has clearly been so strongly toward developing a market economy with capital markets, with entrepreneurs and capitalists becoming rich. As a result, they’ve missed out on what’s going on in China and probably will continue to miss out. In this case the policy makers signaled to DiDi that it might not be best to go ahead with the listing and they understandably want to deal with the data privacy issue. In the case of the educational tutoring companies they want to reduce the educational inequality and the financial burden on those who are desperate to have their children have these services but can’t afford them by making them broadly available. They believe that these things are better for the country even if the shareholders don’t like it.
I remember a number of such analogous misinterpretations. For example, I remember how the Chinese retail investor bubble bursting led to government stock buying and then the government trying to manipulate the market for a while. Also I remember the Chinese currency plunge in 2015-16 resulting from the PBoC widening the band and how that led to many investors pointing to these developments as evidence that policy makers were turning away from developing capital markets. Some skeptical investors looked at these moves as inappropriate anti-free market interventions even though these same moves happened many times in many capitalist markets and even though the fiscal and monetary policy interventions in the U.S. and other developed markets dwarf the Chinese government interventions in its markets. Through it all Chinese policy makers successfully managed the fallout and pursued their goals; i.e., the direction of their actions never changed. It has been in support of a fast and steady development of capital markets, entrepreneurship, and openness to investment to foreign investors. So I encourage you to look at the trends and not misunderstand and over-focus on the wiggles.
To understand what’s going on you need to understand that China is a state capitalist system which means that the state runs capitalism to serve the interests of most people and that policy makers won’t let the sensitivities of those in the capital markets and rich capitalists stand in the way of doing what they believe is best for the most people of the country. Rather, those in the capital markets and capitalists have to understand their subordinate places in the system or they will suffer the consequences of their mistakes. For example, they need to not mistake their having riches for having power for determining how things will go.
You also need to understand that in this rapidly developing capital markets environment Chinese regulators are figuring out appropriate regulations so, when they are changing fast and aren’t clear, that causes these sorts of confusions, which can be misconstrued to be anti-capitalist moves.
Also, you need to understand that the global geopolitical environment changing leads to some changes. You can see that reflected in the U.S. governments’ policy shifts such as a) changing its policies about Chinese companies’ listings in the United States and b) threats to prohibit American pension funds from investing in China.
Assume such things will happen in the future and invest accordingly. But don’t misinterpret these wiggles as changes in trends, and don’t expect this Chinese state-run capitalism to be exactly like Western capitalism.
Having said that, I do think that it is unfortunate that Chinese policy makers don’t publicly communicate the reasoning behind their moves more clearly.
As for investing, as I see it the American and Chinese systems and markets both have opportunities and risks and are likely to compete with each other and diversify each other. Hence they both should be considered as important parts of one’s portfolio. I urge you to not misinterpret these sorts of moves as reversals of the trends that have existed for the last several decades and let that scare you away."
Jul 31, 2021
Jul 30, 2021
Jul 29, 2021
CLOV๐๐
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock97.89% of $CLOV shareholders have bought their shares above the current price level.
— Silbergleit Junior (@SilbergleitJr) July 29, 2021
If you buy $CLOV at these levels you will get a better bang for your buck than 97.89% of shareholders.
Most shares were bought between $18 and $23. Don't be stupid. Trade intelligently. pic.twitter.com/TKqoxjq7YD
Jul 28, 2021
Palantir DD
A thread on Palantir - $PLTR$PLTR is a high-growth software company with (currently) a small caveat regarding its scalability.
— The Value Bull | Macro-Infused Value Investing (@thevaluebull) July 28, 2021
It is all about data - data mining - data analytics and enabling customers to make better decisions based on data
1/10 pic.twitter.com/XeZBvS1Osj
Disclaimer: All information is provided AS-IS and is for informational purposes only. The stocks mentioned in this blog are NOT considered to be past, present or future recommendations to buy or sell them. Ideas presented are just my personal opinions and are NOT to be considered as investment recommendations or advice. All investors SHOULD educate themselves and/or consult a qualified professional before trading any stock