⁠The Long Investor
$BABA the same question keeps getting flooded in now....and it's as predictable as the hills:

Is it too late to buy $BABA now?

Ask yourself the question why you did not buy -30% ago.

And no, it is not too late to buy, Mean Reversion Zone remains above $140. https://t.co/EGv4s1C8Y9
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⁠The Long Investor
Burry piled into Gold

We piled into Silver

Choose your fighter

🚨'Big Short' Michael Burry sells Amazon $AMZN, Alphabet $GOOGL in Q1, piles into physical gold fund $GLD, making it his biggest bet.

What does he know? https://t.co/v7HEOAi3N1 - Jesse Cohen
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⁠The Long Investor
Institutional Investors legally had to reveal their Q1 holdings and activities yesterday

A possible 3 month lag holding back this information

What they revealed was what we have been giving out for free for the last 5 months on X

Buy Chinese Stocks, reduce your positions in US Mega Caps, increase your Cash positions and build a safe haven position.

You do not need to pay 2% fees and 20% on profits for this information that they charge.
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⁠Brandon Beylo
What's the proper punishment for mining companies if they end up losing money at current metal prices?
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⁠Antonio Linares
$TSLA has been flat for 3 years, but the cars drive themselves now. https://t.co/epd7TG5j1U
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⁠The Long Investor
When Druckenmiller takes action, you pay attention.

Sold 71% of $NVDA and bought 770k of $PLTR

BREAKING: Stanley Druckenmiller has disclosed a new position in $PLTR Palantir with 770K shares at an average of $21.30.

He was one of their first investors but sold at $8 — which wasn’t the worst move since he took that money and put it into $NVDA at $150.

He now has sold 71% of his Nvidia position and bought back into $PLTR.

Stanely did a talk with Alex Karp in 2022 where he called him “a visionary, remarkably similar to Steve Jobs.”

WELCOME BACK STAN. LFG. - amit
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⁠Clark Square Capital
RT @ACapitalLP: Event-Driven/Special Situations 13F - 3/31/24 Largest Position Adds https://t.co/Sd3Vde8Xnz
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⁠The Long Investor
$BABA it hit our support level and bounced

We don’t deliberately try and catch the bottom

We catch support confirmations https://t.co/dBfLOUe5cq
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⁠Antonio Linares
We are fucked https://t.co/Y0xO82eGJl
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⁠The Long Investor
RT @TheLongInvest: $BABA

47 analysts have weighed in on $BABA

83% say Buy
17% say Hold
0% say Sell

Average PT is $106
High PT of $145

TLI 2024 Target is $121 https://t.co/rrg3r95i6K
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⁠Brandon Beylo
“We need to mine as much copper in the next 20-25 years as we've mined in last 10,000 years.” - Robert Friedland (@robert_ivanhoe)

Here’s why 👇

#copper https://t.co/FnvYTuHsTi
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