Village idiot. Risk premia trades with answers to "why me, why now". Tweets/opinions are someone else's financial advice.
Joined April 2011
- Tweets 11,902
- Following 721
- Followers 1,432
- Likes 14,872
1,520 Photos and videos
Jun 5
And DJT can once again claim its "Biden's stock market" when it crashes 🥹🥹
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Jun 5
$NVDA bear case just dropped
Jun 4
“A crack pipe doesn’t have that little bowl at the end. This is why we can’t trust AI.”
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May 29
1/x $HAV.OL setup is interesting. Think some of the "price targets" being floated around is overly optimistic to say the least, but w a cheap-ish starting valuation, a large owner v motivated to get a deal done by YE and the refreshed BoD a transaction seems very likely - assumin
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May 29
I once opportunity-nailed 10 women at a night club. Had no sex whatsoever
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May 29
2/x there exists willing buyers, and sellers don't get overly greedy (eg "SEAM multiple"). Order intake for the non-negative value part of the SOTP also not the best for recent Qs ["2Q's a signal, 3 is a trend... "]
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May 29
3/x Worth a small position to me, not sure its something I'll hold over earnings...
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May 22
Interessant... Bonus for ticker $GOD.OL
May 8
Nok et bra kvartal fra Goodtech. 3% organisk vekst og EBITA margin pĂĄ 10.5% mot 7% 1Q25. Man begynner virkelig ĂĄ se turnarounden materialisere seg. De viser ekstremt bra kostnadsdisiplin dette kvartalet. Eneste som skuffet litt var ordre inntak, som ble pĂĄvirket av utsatte beslutninger fra industrien pga geopolitisk usikkerhet.
$GOD.OL
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May 28
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May 28
Calling it here, this will lead to peace in the Middle East and end of the Russia - Ukraine war, as Trump simply won't allow for military ops or war threats during market hours
May 28
CBOE RECEIVED SEC APPROVAL TO LAUNCH EXTENDED TRADING HOURS FOR SELECT SINGLE-STOCK OPTIONS, WITH THE NEW SESSION SET TO BEGIN JULY 13, 2026. THE INITIAL ROLLOUT IS EXPECTED TO INCLUDE ABOUT 20 HIGH-LIQUIDITY NAMES, INCLUDING ALL “MAGNIFICENT 7” MEGA-CAP TECH STOCKS.
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May 26
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May 27
BREAKING: Taiwan’s stock market surges to its highest level on record, now up another 50% this year.
Taiwan now has the 5th largest stock market in the world.
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May 27
x-high /fast time...
May 27
Team is investigating elevated latencies across the board for API and ChatGPT. Updates will be posted on status.openai.com/
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May 27
52W high for $SFAST ... been a while since that last happened. Absolutely deserved however..
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Anon Risk Addict retweeted
It’s very simple
The discounted value of the company’s future cash flows were evaluated by the marginal investor to be 20% higher than they were yesterday
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May 26
Maybe all the Claude sycophants that still hang on to a model that was better than OAI alternatives for a (brief) period in '25 will soon wakey-wakey
May 26
Today we’re releasing DeepSWE, a new standard for agentic coding benchmarks.
On public leaderboards, top models often look relatively close in capability. DeepSWE shows where they actually diverge, reflecting the realistic experience of developers in their day-to-day work.
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Anon Risk Addict retweeted
Idea thread time.
What's your favorite SaaS name here? (Any mcap, any geo). Why do you like it? Valuation? Include a few sentences.
I will compile and share in a few days.
Appreciate a RT to get more responses 🙏
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