Antonio Linares
RT @RobinWoodInvest: @alc2022 “While the rest of the world is hooked to legacy news and thinking about which n-th show to binge on Netflix, people on FinX are engaging in thoughtful debates and looking at where the world is really headed - and becoming wiser and wealthier as a result.”
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Antonio Linares
RT @peterjwolff: @alc2022 Corrections are opportunities!
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Antonio Linares
Thinking of borrowing $100M and going long $TSLA
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Antonio Linares
RT @ChadThiccDik: @alc2022 Do it, no balls pussy
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Offshore
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Brandon Beylo
Copper price action continues to surprise me.

Based on Positioning, Sentiment, and Price Action, I expect a pullback this coming week.

Copper is overextended on any time frame, with substantial increases in large-spec longs and increased HF sentiment.

Let's see.

#copper https://t.co/xl0cyNLBEZ
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The Long Investor
Since 2019:

- The world has shut down
- Oil went negative
- Largest QE in the history of the US
- Highest inflation since 80’s
- Russia invaded Ukraine
- 7.5% 30 Yr mortgage rates in the US
- GOLD has made ATH’s
- US bonds collapsed
- US is $33Trillion in Debt, up $11 Trillion.

And the $SPY still rose 80% in 5 years.

Nothing stops the $SPY climbing over time, nothing. Because of how it’s structured, only the strongest make it to the Top 500, so the progression always continues.

Is your portfolio up 80% in 5 years?

Likely it’s not.
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The Long Investor
Most people believe that successful investing is betting big on high risk, high reward positions

But the successful way is finding low risk, consistent growth and compounding positions.

But nobody wants to do it this way because it’s slow

The most successful investors only use one system

The low risk approach
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The Long Investor
Long Term Investors never forget:

There is 100% correlation between revenue growth and a stocks trajectory.
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Antonio Linares
If $TSLA unlocks robotaxis, it’s going to $10k/share.
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Offshore
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Antonio Linares
People who think $TSLA is just a car company https://t.co/DlCgtdpfzJ
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Antonio Linares
RT @ondrejslunecko: @alc2022 Antonio woke up, had a nice day, some forest or beach, and only when night came, he chose violence
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Brandon Beylo
RT @marketplunger1: It takes 18 years to bring a new mine online.

Yet we're facing supply shortages today.

We're banning critical material imports from China today.

We're demanding OEMs source domestic metals today.

We're fighting two wars, Electrification, and a failing grid today.

Wake up.
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Offshore
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Brandon Beylo
Lol Nvidia $NVDA limit down Monday.

They don’t ring a bell at the top.

But sometimes a Barron’s magazine is good enough. https://t.co/XXUJ701RDT
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Offshore
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Brandon Beylo
How do I like a tweet 100 times?

Peace in Chicagoland https://t.co/qmi7bu3XzV
- gwyn || eating clay
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AkhenOsiris
A few years ago, TikTok getting banned was about as likely as Trump apologizing for the insurrection, i.e. next to impossible. Yet here we are.

- Will China allow a sale?
- How will China retaliate?
- Will this drag in the courts for an extended period?

If this results in a ban

Clear Winners: $META $SNAP $GOOGL

Is $ORCL a clear loser? Sentiment-wise possibly, but not sure what % of OCI revs are from TikTok
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