Offshore
Photo
memenodes
Fuck you. Higher. https://t.co/e6P6EaMY0M
tweet
Fuck you. Higher. https://t.co/e6P6EaMY0M
JUST IN: $100,000,000 worth of crypto shorts liquidated in the past 60 minutes. tweet
memenodes
motivation @inversebrah
tweet
motivation @inversebrah
life is like a penis
sometimes it's up
sometimes it's down
but it's never hard forever ❤️ tweet
X (formerly Twitter)
Leiri (@filer0040) on X
life is like a penis
sometimes it's up
sometimes it's down
but it's never hard forever ❤️
sometimes it's up
sometimes it's down
but it's never hard forever ❤️
Offshore
Photo
memenodes
he don't want to be saved
https://t.co/VgWFmzGuWw
tweet
he don't want to be saved
https://t.co/VgWFmzGuWw
Somebody please save Gery https://t.co/O0bsO4lgMB tweet
Offshore
Video
memenodes
i asked him why he’s single and he’s been typing for 10 minutes https://t.co/8mPnwmjyJe
tweet
i asked him why he’s single and he’s been typing for 10 minutes https://t.co/8mPnwmjyJe
tweet
Offshore
Photo
Quiver Quantitative
I built a trading bot that buys stocks that are:
A) Being bought by members of Congress
B) Spending lots money on lobbying
C) Recipients of government contracts.
The portfolio holdings are tracked live on my site.
It had another good year in 2025: https://t.co/FFFkrsTJ4k
tweet
I built a trading bot that buys stocks that are:
A) Being bought by members of Congress
B) Spending lots money on lobbying
C) Recipients of government contracts.
The portfolio holdings are tracked live on my site.
It had another good year in 2025: https://t.co/FFFkrsTJ4k
tweet
Offshore
Photo
memenodes
My ancestors who had to hunt and fight wild animals for food watching me have a panic attack over calling to order pizza https://t.co/v0BW3wSJfr
tweet
My ancestors who had to hunt and fight wild animals for food watching me have a panic attack over calling to order pizza https://t.co/v0BW3wSJfr
tweet
Offshore
Photo
The Few Bets That Matter
RT @WealthyReadings: You will always underperform if you judge a stock the same way you judge a company.
They are fundamentally different, and far too many investors fail to understand this.
A company’s “greatness” is defined by many factors. Longevity, cash flow, employees, compensation, importance, by the added value of its product or service... At that point, greatness is almost subjective, more opinion than fact.
But a great stock has only one criteria: that it trades higher today than yesterday.
As stock pickers, that is the only thing that matters.
Yet many investors assume that a great company must be a great stock. Nothing is further from the truth. So many incredible companies deliver mediocre returns, and often for very valid reasons. But we need to understand the market to understand this fact.
The market cares about one thing only: safe and growing future cash generation.
Everything else is noise.
That is why so many outstanding companies underperform; not because they are bad businesses, but because they are not accelerating, not expanding margins, not safely compounding cash.
The market rewards companies whose future cash flows are secure and/or growing rapidly. Those are great stocks.
For all the $PYPL, $NVO, $HIMS & so many others, please understand: the market will rewards growth acceleration, safe compounding and expanding margins.
If your stock has none of those with no data pointing to it happening... It isn't a great stock.
But it can be a great company.
tweet
RT @WealthyReadings: You will always underperform if you judge a stock the same way you judge a company.
They are fundamentally different, and far too many investors fail to understand this.
A company’s “greatness” is defined by many factors. Longevity, cash flow, employees, compensation, importance, by the added value of its product or service... At that point, greatness is almost subjective, more opinion than fact.
But a great stock has only one criteria: that it trades higher today than yesterday.
As stock pickers, that is the only thing that matters.
Yet many investors assume that a great company must be a great stock. Nothing is further from the truth. So many incredible companies deliver mediocre returns, and often for very valid reasons. But we need to understand the market to understand this fact.
The market cares about one thing only: safe and growing future cash generation.
Everything else is noise.
That is why so many outstanding companies underperform; not because they are bad businesses, but because they are not accelerating, not expanding margins, not safely compounding cash.
The market rewards companies whose future cash flows are secure and/or growing rapidly. Those are great stocks.
For all the $PYPL, $NVO, $HIMS & so many others, please understand: the market will rewards growth acceleration, safe compounding and expanding margins.
If your stock has none of those with no data pointing to it happening... It isn't a great stock.
But it can be a great company.
tweet
Offshore
Photo
The Few Bets That Matter
RT @WealthyReadings: A few ideas starting 2026.
The AI trade will continue but it'll evolve. I'd expect two important verticals.
Compute/efficiency (hardware & infra), with companies like $ALAB & $NBIS pushing it further, allowing companies to generate more compute with less infra.
AI services finally surfacing after years of development: started with $PLTR, now $PATH and its S+ setup, and legacy names like $ADBE & more as the “AI disruption” narrative cools down.
Researching another AI name with a $PATH-like setup. More about it later.
China has been one of the best performers this year and I think that'll continue. Gov is pushing consumption and innovation, very bullish for $BABA which remains one of my top pick for 2026 at these levels.
Retail still matters. Surprisingly, we’ve seen monster moves H2-25 like $ULTA, and that could continue into 2026 despites clear consumption weakness. But as long as those with the money consume more, it doesn't matter. My favorite remains $ONON, and I’m watching $LULU closely, with reasons to be optimistic.
Energy and “safer” names also catching a bid lately - $HAL $SLB $DG $DLTR... This shows rotation is starting. Less risk-on, healthier names and valuation. Wouldn’t be surprised to see more of this in 2026.
Precious metals is now a crowded trade. Needs a breather. But I wouldn't be so sure it is over and I wouldn't be surprised for more in 2026. It isn't the healthiest trade as it reflects distrust in the system.
Healthcare waking up. $LLY still leads, but $JNJ, $MRK caught a large bid. Watching laggards like $PFE and $NVO but those need a catalyst.
After massive FY25 performances, I see 2026 as a rotation year. Last two years’ winners will likely underperform as the market either turns to less risks, or focuses on other verticals.
My personal view is that 2026 will see the AI bubble. The real one. Which is why I still own AI names today, but I am clearly not certain I still will by H2-26.
Bullish AI software/services short term, very bullish China, and closely watching healthcare and other "safer" names.
I don’t think 2026 will be bad. Quite the opposite. But I think those who don't take the turn will get burnt. Rotation is coming.
tweet
RT @WealthyReadings: A few ideas starting 2026.
The AI trade will continue but it'll evolve. I'd expect two important verticals.
Compute/efficiency (hardware & infra), with companies like $ALAB & $NBIS pushing it further, allowing companies to generate more compute with less infra.
AI services finally surfacing after years of development: started with $PLTR, now $PATH and its S+ setup, and legacy names like $ADBE & more as the “AI disruption” narrative cools down.
Researching another AI name with a $PATH-like setup. More about it later.
China has been one of the best performers this year and I think that'll continue. Gov is pushing consumption and innovation, very bullish for $BABA which remains one of my top pick for 2026 at these levels.
Retail still matters. Surprisingly, we’ve seen monster moves H2-25 like $ULTA, and that could continue into 2026 despites clear consumption weakness. But as long as those with the money consume more, it doesn't matter. My favorite remains $ONON, and I’m watching $LULU closely, with reasons to be optimistic.
Energy and “safer” names also catching a bid lately - $HAL $SLB $DG $DLTR... This shows rotation is starting. Less risk-on, healthier names and valuation. Wouldn’t be surprised to see more of this in 2026.
Precious metals is now a crowded trade. Needs a breather. But I wouldn't be so sure it is over and I wouldn't be surprised for more in 2026. It isn't the healthiest trade as it reflects distrust in the system.
Healthcare waking up. $LLY still leads, but $JNJ, $MRK caught a large bid. Watching laggards like $PFE and $NVO but those need a catalyst.
After massive FY25 performances, I see 2026 as a rotation year. Last two years’ winners will likely underperform as the market either turns to less risks, or focuses on other verticals.
My personal view is that 2026 will see the AI bubble. The real one. Which is why I still own AI names today, but I am clearly not certain I still will by H2-26.
Bullish AI software/services short term, very bullish China, and closely watching healthcare and other "safer" names.
I don’t think 2026 will be bad. Quite the opposite. But I think those who don't take the turn will get burnt. Rotation is coming.
tweet