The Few Bets That Matter
Buying "Boring" While Everyone Chases AI
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The Few Bets That Matter
Opportunities have completely shifted over the last two months, they’re no longer where everyone is looking.

On my watchlist / buying:
$UPS
$MRNA
$NVO
$BABA
$PATH
$LULU
$VG
$NTR
$DAR

Two AI names. One of them Chinese.
The market is shifting.
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Brady Long
RT @bigaiguy: This kinda redefining what AI companions could be

An AI that understands the full story of you. https://t.co/FRPMQQVE8p - Thine
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Fiscal.ai
Analysts expect the Hyperscalers to spend $520 billion on CapEx in 2027.

Amazon: $150B
Alphabet: $131B
Meta: $121B
Microsoft: $117B

$AMZN $GOOGL $META $MSFT https://t.co/G0pR1m32BK
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The Few Bets That Matter
Europe is going to put restrictions on $NVO and $ASML. And I'll get my $50 retest in no time.

Those won't be for real though, Europe has no real leverage nor negociation power here so...

🍿 https://t.co/5JRdnKfYQF

$NVO is up this week.

And every holder acts like they nailed the perfect $42 bottom while most are still underwater at $60.

That’s the reality.

You didn’t miss anything. Stocks don’t go parabolic after a year-long downtrend with no financial catalysts. $NVO will revisit the $50s.

And if it doesn't? Damn I have 5 names like $NVO on my watchlist and shared with subscribers with comparable upside. We'll be fine.

$NVO was a falling knife; it isn’t anymore. Now it has a defined catalyst and is waiting on results.

Traders will take profits. Some bagholders will exit. A headline will push it lower. That’s how retests happen, and we'll see low $50s again.

Give it a month and you’ll buy at a lower average than those who DCA’d all the way down. - The Few Bets That Matter
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The Few Bets That Matter
Europe is going to put restrictions on $NVO and $ASML. And I'll get my $50 retest in no time.

Both Denmark is on the list of the tariffed countries, so pretty plausible.

Those won't be for real though, Europe has no real leverage nor negociation power here so...

🍿 https://t.co/cUOpgAsmQl

$NVO is up this week.

And every holder acts like they nailed the perfect $42 bottom while most are still underwater at $60.

That’s the reality.

You didn’t miss anything. Stocks don’t go parabolic after a year-long downtrend with no financial catalysts. $NVO will revisit the $50s.

And if it doesn't? Damn I have 5 names like $NVO on my watchlist and shared with subscribers with comparable upside. We'll be fine.

$NVO was a falling knife; it isn’t anymore. Now it has a defined catalyst and is waiting on results.

Traders will take profits. Some bagholders will exit. A headline will push it lower. That’s how retests happen, and we'll see low $50s again.

Give it a month and you’ll buy at a lower average than those who DCA’d all the way down. - The Few Bets That Matter
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Moon Dev
[FINAL WEEK RESULTS]

+10% ROI | PNL: $11,026
Max Size: $110k

this drawdown was disgusting and just proved to me trading with 40x doesnt work for most

i am going back to 100% automated

and i will fund a couple of you guys to do the live 40x trading

but i already found the better way

automated is the way, these massive intraday drawdowns dont happen

and the life is so much less stressful

i'll keep updating quant app

but am done with this thread

game over.

up 18% in 4 weeks

imo the most impressive thing is im still alive after 4 weeks

when i would have been liquidated by day 3 without my app

w quant app

fully automated is still better though

but most wont learn to code

good luck, have fun

[THE END]

my $4,500,000 short printed

while the entire chat was rooting for my liquidation

this reemphasizes why i dont trade by hand

and why i dont show my positions or trade data

imagine having 50 people telling you what to do via chat and dm all day

no way. done hand trading. done sharing stats.

this is war - Moon Dev
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Moon Dev
[FINAL WEEK RESULTS]

+10% ROI | PNL: $11,026
Max Size: $110k

this drawdown was disgusting and just proved to me trading with 40x doesnt work for most

i am going back to 100% automated

and i will fund a couple of you guys to do the live 40x trading

but i already found the better way

automated is the way, these massive intraday drawdowns dont happen

and the life is so much less stressful

i'll keep updating quant app

but am done with this thread

game over.

up 18% in 4 weeks

imo the most impressive thing is im still alive after 4 weeks

when i would have been liquidated by day 3 without my app

w quant app

fully automated is still better though

but most wont learn to code

good luck, have fun

[THE END]

my $4,500,000 short printed

while the entire chat was rooting for my liquidation

this reemphasizes why i dont trade by hand

and why i dont show my positions or trade data

imagine having 50 people telling you what to do via chat and dm all day

no way. done hand trading. done sharing stats.

this is war - Moon Dev
tweet

Brady Long
RT @thisdudelikesAI: Honestly curious to see where this goes...

An AI that understands the full story of you. https://t.co/FRPMQQVE8p - Thine
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Startup Archive
RT @perchdotapp: Elon Musk on how he learned how to build a rocket company: “I read a lot of books”

Elon is asked how he acquired the expertise to be the CTO of a rocket ship company. He replies:

“Well, I do have a physics background. That’s been a helpful foundation. Then I read a lot of books and talked to a lot of smart people.”

“You’re self taught?” the interviewer asks.

“Yes, I don’t have an aerospace degree,” Elon responds.

“How did you go about acquiring the knowledge?” the interviewer asks again.

Elon replies:

“Like I said, I read a lot of books, talked to a lot of people, and have a great team.”
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