Catch the big trends & keep it simple. Elec Engineer and CFA. Entered markets in '99. StockTwits since '11. Not investment advice.
Joined March 2020
- Tweets 12,706
- Following 277
- Followers 11,738
- Likes 17,500
5,444 Photos and videos
Pinned Tweet
Apr 27
11
49
13,798
This sounds like something BC Hydro would do too 🤣
SCOOP: California is pressuring public utilities to award $633 million in special contracts to "LGBT-owned" firms. To qualify, residents must go through the state's official gay-certification program—and face up to a year in jail if they're not gay enough.
city-journal.org/article/cal…
1
4
611
RT @alphacharts: Guys, I think I figured it out.
If Sun's gravity is 27x Earth's, same must be true for valuations. Therefore, SpaceX to…
1
Brian G ☀️ retweeted
May 31
This has quietly been a miracle month in medicine.
In the last 5 weeks we’ve got news on:
- retatrutide, the triple agonist GLP-1 from Lilly, basically melting fat and body-wide inflammation at record levels
- RevMed’s new pancreatic cancer drug showing unprecedented abilities to extend life
- small trial of a one-and-done PCSK9 gene editing therapy for slashing LDL cholesterol
- Mayo’s AI-assisted radiology showing vastly improved cancer detection
- this new therapy for metastatic solid tumors
This stuff is at varying levels of evidence. Retatrutide is ~100% on its way, other stuff needs more clinical trial data. But put it together and we’re maybe on the verge of majorly reducing the mortality of heart disease and cancer, the two leading causes of death in America.
May 31
This is actually insane.
97% of people taking the standard of care for metastatic solid tumor got worse by seven years.
But with lorlatinib, that number was only 45% in the same time!
This is an ENORMOUS jump in the quality of cancer care.
210
1,907
11,642
2,756,976
Jun 16
Selling my car for 1.15 Trillion.
Priced to sell.
Serious enquiries only.
7
808
Jun 16
Guys, I think I figured it out.
If Sun's gravity is 27x Earth's, same must be true for valuations. Therefore, SpaceX to 15 Trillion!
1
10
2,086
Brian G ☀️ retweeted
Jun 16
Apparently, $SPCX is a $2.5T company now.
I did say Americans would buy anything futuristic without caring about valuations...
I guess everything in Murica go brrr.
Jun 13
If I had to stereotype my X experiences with markets:
China 🇨🇳: set on cloning me with AI, can only think of trades in short term timeframes from A-shares PTSD.
America 🇺🇸: bullish on anything futuristic like $SPCX, don’t care about valuations
Europe 🇪🇺: from $SIVE to $SOI, cares more about water usage than the AI buildout. Somehow can only look at past 12 months. (Belgium is cool so far), looking at you France Sweden
Korea 🇰🇷: leveraged degens. I’ve never seen a market so volatile. Equivalent of 50x hyperliquid traders but with stock markets.
Japan 🇯🇵: somehow supportive of everything, haven’t seen any Japanese person aggressively bear post and short stocks before.
Not enough data on other places yet like Latin America, but will have some soon enough ig.
341
83
1,897
714,910
Jun 16
Group A is super weak while B is super strong.
Even though A contains many insanely cheap stocks and B contains many expensive stocks, hard to see A outperform B here even with the catalyst of lower oil/rates.
Valuations help more to uncover gems within leading groups.
1
3
14
963
Jun 16
case in point:
x.com/jbulltard1/status/2061…
Jun 1
$HPE 50% lol this was literally trading at single digit forward earnings in March and nobody wanted it
5
777
Jun 15
Generational AI move and still $SMCI is flat past 3 years...mgmt just couldn't resist smuggling and securities fraud....😅
8
1,468
Jun 15
GUAC = Gold Usually Acts Chicken.
Jun 15
Thank God the War is over.
Now Gold can go back to being a Safe Haven asset.
12
1,172
Jun 15
1
3
818
Jun 15
Lol.
3
1,165
Brian G ☀️ retweeted
In equities, the only constant is change.
Nothing is forever.
14
94
745
42,024