L/S Equity Options | Momentum, Catalyst & Event-Driven | Highlighting key economic indicators & actionable trade ideas | Tweets NOT Investment Advice | DYOR
Joined July 2025
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May 30
Can't we just walk normally and slowly without instruments?
If you find it hard to walk up the mountain, then don't.
Choose a flat path.
Technology seems useful until it's just a silly contraption.
May 30
Walking straight up a mountain just got easier, says @nicnguyen Here’s her take on the $2,000 Hypershell X Ultra S bionic leg boosters. 🔗 on.wsj.com/4uEIMdR
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May 27
This is going to be such a bad idea.
AI guys are going to let Claude drain their credit card limits.
It's going to be fun to see how many broke AI guys.
May 27
JUST IN: Robinhood is rolling out AI agents that can trade stocks & make credit card purchases on users’ behalf via tools like Claude.
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May 27
And when the market corrects, they will be out in force saying, 'this is a generational buying opportunity!'
They never learn and will never admit their mistakes.
Do these people not know even Warren Buffett used to use traders to build positions?
These guys can learn a thing or two from proper traders.
May 27
Lose-lose situation
There are contrarian investors out there who have been catching falling knives ($DUOL $CELH $PYPL etc.) since February, missing out on the semi/AI raging bull run.
''I'm greedy when others are fearfull! I buy discounted companies! I'll win long term!''
Fine. I mean no, sucks, need to learn to adapt, but ok fine.
Now factoring in how weak the market breadth is, when semi/AI will correct, they will likely bring the entire market down with them.
Which means these knife catchers' bags will most likely crash as well, and perhaps even more because weakness begest weakness.
Food for thought.
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May 27
Trump is not going to be happy with $NVDA Jensen.
May 27
NEW: Nvidia CEO Jensen Huang says Taiwan is the “epicentre” of the AI revolution.
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May 27
Singapore, Malaysia and Japan—if you know, you know.
EXCLUSIVE: Taiwan suspects Nvidia's AI chips were smuggled to China through Japan in the island's first public crackdown on the advanced tech bloomberg.com/news/articles/…
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May 27
The more competition, the better for us consumers.
When Anthropic and OpenAI finally IPO, they are not going to keep subsidizing the cost of AI.
It is going to get expensive for all of us.
ByteDance, the developer of TikTok, is planning to sharply increase its capital spending this year and next in a bid to lead the Chinese AI market and challenge top US players bloomberg.com/news/articles/…
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May 27
Around the world AI melt-up coming ?
South Korean stock market is dominated by Samsung and SK Hynix.
Taiwanese stock market is dominated by TSMC. $TSM
How much more concentration into AI are we going get this year before rotation takes place?
Over to the US stock market.
BREAKING: South Korea’s stock market surges to a new record high, now officially up another 100% in 2026.
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May 22
Let's look at the $OKLO chart and we see it is trading in a range.
Need to see a breakout above $70 plus any sizeable catalysts to become interested.
May 22
BofA Initiates Coverage on $OKLO with Buy Rating, PT $80
Analyst comments: "Oklo’s differentiated, vertically integrated “build-own-operate” model positions it as a potential early leader in small modular reactors (SMRs), uniquely capturing full project economics by owning its reactors and pursuing long-term customer contracts mainly with a focus on energy-intensive customers that require behind-the-meter (BTM) power, such as datacenters, industrial users, and defense industries. Early commercial validation underscores our conviction: Oklo has secured a ~1.2 GWe binding power agreement with Meta and amassed a pipeline exceeding 14 GWe under non-binding customer letters, making it one of the largest in the SMR sector and a strong indicator of demand for the reactors. With the demonstration reactor on track and hyperscaler agreements, we see a compelling advantage in capturing this growing market."
Analyst: Rinmy Singh
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May 22
If you think just invest in $NVDA is the best thing in AI, then YOU are WRONG.
$AMD CEO just told you where to go.
All roads lead to $TSM and packaging.
May 22
$AMD CEO Lisa Su says AMD needs more Taiwan capacity for the next 1, 2 and 3 years and is pushing partners to ramp faster.
She said AMD’s two major bets were $TSM and advanced packaging and both are now foundational to the AI semiconductor supply chain.
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May 22
May 21
Jeff Bezos has said that "AI isn’t coming for your job; it’s coming to upgrade it," per YF
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May 22
That's not a surpassing.
That's a whooping.
May 21
Anthropic’s annualized revenue recently neared $45 billion, surpassing OpenAI's $25 billion, per the Information
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May 22
I see millions of jobs at risk in Silicon Valley because of AI.
It should be renamed The Valley of Skynet.
You are terminated.
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May 22
All thanks to America's restrictions.
It was always going to happen.
China doubled down.
China's chip exports are surging:
China's chip exports jumped 100% YoY in April, to a record ~$31 billion.
This figure has TRIPLED over the last 2 years.
At the same time, overseas sales of laptops, tablets, and their components jumped 47% YoY.
Goldman Sachs and Nomura estimate that semiconductors, computers, and other AI-related products accounted for ~50% of China's export growth last month.
In total, Chinese exports rose 14% YoY in April, to $359 billion, the highest monthly reading on record.
Put differently, Chinese companies were generating ~$500 million in export revenue every hour on average last month.
China's economy is evolving with AI.
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May 22
It isn't a surprise.
If you are the Union Workers over there, you will want more than the pound of flesh they have negotiated.
May 22
Samsung Electronics continued to decline, extending losses to 2%.
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May 20
How does that work?
May 19
BREAKING: Trump and sons to be ‘forever’ exempt from tax audits, per FT
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May 19
Is global liquidity going to weaken because of China?
Iron ore futures dropped below CNY 800 per ton, reaching their lowest levels in nearly three weeks as signs of slowing economic activity in top consumer China weakened the outlook for steel demand.
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May 19
Well, let's take a look at the forward curve of crude and we will know why interest rates will be a holding pattern.
$XLE
May 19
US INTEREST RATES MOST LIKELY ON A PROLONGED HOLD-FT
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