The Long Investor
- Markets lost the 50 DAY MA this week
- VIX reversing upward
- US OIL hit a 6 month high this week
- GOLD & SILVER have moved parabolic
- MEGA Caps are starting to decline
- US 10 YR exploded higher this week
- Israel V Iran
- Russia V Ukraine
- Inflation coming in hot
- Nikki plunges -3%
- Bitcoin halving event tomorrow
- Earnings season has just started
All of this happened at the start of Q2 and we are only 18 days in.
$SPY $QQQ $BTC
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- Markets lost the 50 DAY MA this week
- VIX reversing upward
- US OIL hit a 6 month high this week
- GOLD & SILVER have moved parabolic
- MEGA Caps are starting to decline
- US 10 YR exploded higher this week
- Israel V Iran
- Russia V Ukraine
- Inflation coming in hot
- Nikki plunges -3%
- Bitcoin halving event tomorrow
- Earnings season has just started
All of this happened at the start of Q2 and we are only 18 days in.
$SPY $QQQ $BTC
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Offshore
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The Long Investor
Market experienced a massive influx of new capital in November and December ‘23 as retail investors returned to the market to chase.
Usually a strong sign that the market is in Wave 5, which indicates a top
Wave 5 went parabolic and jumped 26% over 5 months.
Market is now being hit by multiple negative catalysts right around the same time.
The market also initially considered that the first rate cut would happen in March
This is now delayed but the market is keeping to its original plan
Pulling back when Q1 ended
I believe the market will continue to pull back for the next few months and then rally for Wave A leading up to the US election in November, before pulling back again afterwards to complete Wave C
I have added $SPY and $QQQ charts here for free over the last 2 day to show this interpretation.
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Market experienced a massive influx of new capital in November and December ‘23 as retail investors returned to the market to chase.
Usually a strong sign that the market is in Wave 5, which indicates a top
Wave 5 went parabolic and jumped 26% over 5 months.
Market is now being hit by multiple negative catalysts right around the same time.
The market also initially considered that the first rate cut would happen in March
This is now delayed but the market is keeping to its original plan
Pulling back when Q1 ended
I believe the market will continue to pull back for the next few months and then rally for Wave A leading up to the US election in November, before pulling back again afterwards to complete Wave C
I have added $SPY and $QQQ charts here for free over the last 2 day to show this interpretation.
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The Long Investor
Is this the strangest conflict yet?
- giving days notice of each attack
- giving notice on targets
I did not write the Art of War but I’m pretty sure this is not how its usually done
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Is this the strangest conflict yet?
- giving days notice of each attack
- giving notice on targets
I did not write the Art of War but I’m pretty sure this is not how its usually done
IRAN IRGC STATES THAT IRAN WILL TARGET ISRAELI NUCLEAR SITES WITH COUNTERATTACK tweet
X (formerly Twitter)
zerohedge (@zerohedge) on X
IRAN IRGC STATES THAT IRAN WILL TARGET ISRAELI NUCLEAR SITES WITH COUNTERATTACK
Offshore
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The Long Investor
National Do Not Open Your Portfolio Account tomorrow.
Unless you’ve hedged with Silver, Oil and defensive stocks.
Which is what we have done. https://t.co/1ixFIaSZDD
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National Do Not Open Your Portfolio Account tomorrow.
Unless you’ve hedged with Silver, Oil and defensive stocks.
Which is what we have done. https://t.co/1ixFIaSZDD
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Offshore
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The Long Investor
$TSLA hit $144 in Robinhood overnight trading and then it got halted.
Interesting
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$TSLA hit $144 in Robinhood overnight trading and then it got halted.
Interesting
$HOOD Robinhood halts 24 hr trading. https://t.co/oVkbJf1T67 tweet
Offshore
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The Long Investor
In the space of 2 weeks, the number of companies in the S&P500 with an RSI below 30 went from 6 to 64.
10 X jump.
Market is looking weak.
$SPY https://t.co/DMfeR0n7d5
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In the space of 2 weeks, the number of companies in the S&P500 with an RSI below 30 went from 6 to 64.
10 X jump.
Market is looking weak.
$SPY https://t.co/DMfeR0n7d5
There are only 6 companies in the S&P 500 with RSI's below 30, 3 of them should be of considerable interest to you:
$UNH
$NKE
$LULU tweet
Offshore
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Hidden Value Gems
Most analysts are trained to forecast next-year earnings and a relevant multiple, but few focus on how long a company will stay in business. During the second session of my first Investment Masterclass, we discussed the longevity effect in investing, among other points that are often missed in financial analysis.
There is still space left for the second cohort in June.
You can join the waitlist on the Hidden Value Gems website.
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Most analysts are trained to forecast next-year earnings and a relevant multiple, but few focus on how long a company will stay in business. During the second session of my first Investment Masterclass, we discussed the longevity effect in investing, among other points that are often missed in financial analysis.
There is still space left for the second cohort in June.
You can join the waitlist on the Hidden Value Gems website.
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AkhenOsiris
$META $NVDA
Zuckerberg on buying H100s back in 2022, initially for Reels:
"The corpus of content candidates that we could potentially show you expanded from on the order of thousands to on the order of hundreds of millions. It needed a completely different infrastructure. We started working on doing that and we were constrained on the infrastructure in catching up to what TikTok was doing as quickly as we wanted to. I basically looked at that and I was like “hey, we have to make sure that we're never in this situation again. So let's order enough GPUs to do what we need to do on Reels and ranking content and feed. But let's also double that.” Again, our normal principle is that there's going to be something on the horizon that we can't see yet.
We thought it was going to be something that had to do with training large models. At the time I thought it was probably going to be something that had to do with content. It’s just the pattern matching of running the company, there's always another thing. At that time I was so deep into trying to get the recommendations working for Reels and other content. That’s just such a big unlock for Instagram and Facebook now, being able to show people content that's interesting to them from people that they're not even following.
But that ended up being a very good decision in retrospect. And it came from being behind. It wasn't like “oh, I was so far ahead.” Actually, most of the times where we make some decision that ends up seeming good is because we messed something up before and just didn't want to repeat the mistake."
Source: youtu.be/bc6uFV9CJGg
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$META $NVDA
Zuckerberg on buying H100s back in 2022, initially for Reels:
"The corpus of content candidates that we could potentially show you expanded from on the order of thousands to on the order of hundreds of millions. It needed a completely different infrastructure. We started working on doing that and we were constrained on the infrastructure in catching up to what TikTok was doing as quickly as we wanted to. I basically looked at that and I was like “hey, we have to make sure that we're never in this situation again. So let's order enough GPUs to do what we need to do on Reels and ranking content and feed. But let's also double that.” Again, our normal principle is that there's going to be something on the horizon that we can't see yet.
We thought it was going to be something that had to do with training large models. At the time I thought it was probably going to be something that had to do with content. It’s just the pattern matching of running the company, there's always another thing. At that time I was so deep into trying to get the recommendations working for Reels and other content. That’s just such a big unlock for Instagram and Facebook now, being able to show people content that's interesting to them from people that they're not even following.
But that ended up being a very good decision in retrospect. And it came from being behind. It wasn't like “oh, I was so far ahead.” Actually, most of the times where we make some decision that ends up seeming good is because we messed something up before and just didn't want to repeat the mistake."
Source: youtu.be/bc6uFV9CJGg
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AkhenOsiris
$META
Zuckerberg on AI:
"Our bet is that it's going to basically change all of the products. I think that there's going to be a kind of Meta AI general assistant product. I think that that will shift from something that feels more like a chatbot, where you ask a question and it formulates an answer, to things where you're giving it more complicated tasks and then it goes away and does them. That's going to take a lot of inference and it's going to take a lot of compute in other ways too."
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$META
Zuckerberg on AI:
"Our bet is that it's going to basically change all of the products. I think that there's going to be a kind of Meta AI general assistant product. I think that that will shift from something that feels more like a chatbot, where you ask a question and it formulates an answer, to things where you're giving it more complicated tasks and then it goes away and does them. That's going to take a lot of inference and it's going to take a lot of compute in other ways too."
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AkhenOsiris
$META
Zuckerberg on 350,000 GPUs, Inference:
"That's the whole fleet. We built two, I think 22,000 or 24,000 clusters that are the single clusters that we have for training the big models, obviously across a lot of the stuff that we do. A lot of our stuff goes towards training Reels models and Facebook News Feed and Instagram Feed. Inference is a huge thing for us because we serve a ton of people. Our ratio of inference compute required to training is probably much higher than most other companies that are doing this stuff just because of the sheer volume of the community that we're serving."
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$META
Zuckerberg on 350,000 GPUs, Inference:
"That's the whole fleet. We built two, I think 22,000 or 24,000 clusters that are the single clusters that we have for training the big models, obviously across a lot of the stuff that we do. A lot of our stuff goes towards training Reels models and Facebook News Feed and Instagram Feed. Inference is a huge thing for us because we serve a ton of people. Our ratio of inference compute required to training is probably much higher than most other companies that are doing this stuff just because of the sheer volume of the community that we're serving."
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