Q-Cap
It’s happening again.
That young man who blew his account on Carvana is now doing a mea culpa self assessment about how MORE conviction is what was needed and that he’s back to break even and thriving again. No word on idiotic concentration of course.
Fintwit hall of shame favorites are putting up their monthly returns for everyone to see. Talking about their unique process while softly pushing their avant garde research letters.
I know the old heads with battle scars see what’s going on but I sincerely hope those young investors who saw the first act play out in 2021 see through these delusional sociopaths and not follow these morons blindly.
And yes, we are so back.
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It’s happening again.
That young man who blew his account on Carvana is now doing a mea culpa self assessment about how MORE conviction is what was needed and that he’s back to break even and thriving again. No word on idiotic concentration of course.
Fintwit hall of shame favorites are putting up their monthly returns for everyone to see. Talking about their unique process while softly pushing their avant garde research letters.
I know the old heads with battle scars see what’s going on but I sincerely hope those young investors who saw the first act play out in 2021 see through these delusional sociopaths and not follow these morons blindly.
And yes, we are so back.
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Offshore
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The Long Investor
RT @librarymindset: 40 Books To Read Before You Turn 40 https://t.co/wtsuYJpjHk
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RT @librarymindset: 40 Books To Read Before You Turn 40 https://t.co/wtsuYJpjHk
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Offshore
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The Long Investor
$HOOD as always, ahead of everyone else.
Uploaded here over 3 weeks ago
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$HOOD as always, ahead of everyone else.
Uploaded here over 3 weeks ago
$HOOD needs a little more of a pull back to complete Wave 4 for me before going higher again to complete Wave 5 at $24. https://t.co/7NP1FS6WCG tweet
Offshore
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The Long Investor
$ETH holding on the 0.5 Fib with the 200 Day MA moving up to meet the strong confluence level.
$ETH chart has been moving as smooth and controlled as you'll see from a chart, I expect this to continue. https://t.co/4hFjRgrynU
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$ETH holding on the 0.5 Fib with the 200 Day MA moving up to meet the strong confluence level.
$ETH chart has been moving as smooth and controlled as you'll see from a chart, I expect this to continue. https://t.co/4hFjRgrynU
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Offshore
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The Long Investor
$KWEB we saw, we alerted, we benefited. https://t.co/IcIvgkBEEM
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$KWEB we saw, we alerted, we benefited. https://t.co/IcIvgkBEEM
$KWEB.....we see you. https://t.co/VOtFmH5TxE tweet
The Long Investor
$HIMS lost $200 million in value yesterday because people believe that the CEO should not exercise his right to free speech.
The market does not care about opinions, it cares about fundamentals, if the price gets dragged down in the short term and fundamentals remain strong, then you take advantage of this opportunity.
$TGT being the perfect example of this behaviour, it has since jumped 70% since its irrational decline last year
The game is value hunting and the entire system is constantly looking to find whats undervalued, an ALGO does not care what your opinion is on the Israeli invasion of Palestine.
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$HIMS lost $200 million in value yesterday because people believe that the CEO should not exercise his right to free speech.
The market does not care about opinions, it cares about fundamentals, if the price gets dragged down in the short term and fundamentals remain strong, then you take advantage of this opportunity.
$TGT being the perfect example of this behaviour, it has since jumped 70% since its irrational decline last year
The game is value hunting and the entire system is constantly looking to find whats undervalued, an ALGO does not care what your opinion is on the Israeli invasion of Palestine.
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Antonio Linares
A few predictions:
1. $MSFT's AI Copilots are poised to become indispensable tools for daily use.
2. $PLTR will serve as the foundational platform on which new companies are built.
3. $AMD will disrupt $NVDA, capitalizing on a decade-long advantage in chiplet technology that Nvidia will eventually fully embrace.
4. $AMZN's cash flow will grow exponentially, driven by increased operational leverage following substantial capital expenditures.
5. $SPOT is set to become the $GOOG of the audio world.
6. $TSLA will drive a new era of material prosperity through the combination of its efficient production, cost-effective energy solutions, and scalable AI technology.
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A few predictions:
1. $MSFT's AI Copilots are poised to become indispensable tools for daily use.
2. $PLTR will serve as the foundational platform on which new companies are built.
3. $AMD will disrupt $NVDA, capitalizing on a decade-long advantage in chiplet technology that Nvidia will eventually fully embrace.
4. $AMZN's cash flow will grow exponentially, driven by increased operational leverage following substantial capital expenditures.
5. $SPOT is set to become the $GOOG of the audio world.
6. $TSLA will drive a new era of material prosperity through the combination of its efficient production, cost-effective energy solutions, and scalable AI technology.
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Offshore
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The Long Investor
S&P 500 Total Market Cap continues to decline after hitting a peak on the 1st of April.
The S&P 500 Total Market Cap has lost $2.4 Trillion in value since the start of April, making April the largest decline since July '23, when $AAPL lead the market to a market decline for Wave 4.
Market is still showing more decline needed to return to its fair value in line with Total Revenue.
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S&P 500 Total Market Cap continues to decline after hitting a peak on the 1st of April.
The S&P 500 Total Market Cap has lost $2.4 Trillion in value since the start of April, making April the largest decline since July '23, when $AAPL lead the market to a market decline for Wave 4.
Market is still showing more decline needed to return to its fair value in line with Total Revenue.
S&P 500 Revenue traditionally moves controlled and steady, in line with its historical ascent of 10% growth per year.
What’s not steady is Market Cap
This fluctuates when the market is over or under valued
The wider the breath between the red and the blue line, indicates the difference
Right now, the red line is showing a clear overvalued market compared to revenue.
The gap narrows when the breadth gets extreme
Pre - 2020 shows how the market moves in normal times
$SPY tweet