Offshore
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The Few Bets That Matter
If your position is down 30%+, you made a mistake. A big one.
This applies to every stock, not just $DUOL, and it doesn’t mean $DUOL is a bad company or that Antonio is a bad stock picker.
Everyone makes mistakes.
But holding a stock down 70% is not conviction. It’s ego.
It means you own a company the market refuses to reward while you insist you’re right. Millions scream at you that you are wrong, and you ignore them.
You’re still down 70%. That’s a fact. That's the definition of being wrong.
Even if $DUOL makes new highs in two or three years, you were still wrong then. You misunderstood something and paid for it with years of underperformance, likely more as you probably will DCA to the grave.
By ego, again.
The market decides who’s right and who’s wrong. A buy at $150 may be right. But the original thesis wasn’t.
You should accept being wrong.
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If your position is down 30%+, you made a mistake. A big one.
This applies to every stock, not just $DUOL, and it doesn’t mean $DUOL is a bad company or that Antonio is a bad stock picker.
Everyone makes mistakes.
But holding a stock down 70% is not conviction. It’s ego.
It means you own a company the market refuses to reward while you insist you’re right. Millions scream at you that you are wrong, and you ignore them.
You’re still down 70%. That’s a fact. That's the definition of being wrong.
Even if $DUOL makes new highs in two or three years, you were still wrong then. You misunderstood something and paid for it with years of underperformance, likely more as you probably will DCA to the grave.
By ego, again.
The market decides who’s right and who’s wrong. A buy at $150 may be right. But the original thesis wasn’t.
You should accept being wrong.
$DUOL is down 70% from the highs.
It may be time to admit that I was wrong... https://t.co/vQZRmOxY41 tweet
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Quiver Quantitative
Last week, we caught this trade.
Representative McClain was just questioned on it.
She said that if it was insider trading, she would have bought "a heck of a lot more". https://t.co/nxLD7wNGfT
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Last week, we caught this trade.
Representative McClain was just questioned on it.
She said that if it was insider trading, she would have bought "a heck of a lot more". https://t.co/nxLD7wNGfT
BREAKING: Representative Lisa McClain just filed a purchase of up to $250K of private stock in Elon Musk’s xAI.
McClain sits on the House Armed Services Subcommittee on Cyber, Information Technologies, and Innovation.
The US military is currently using xAI’s Grok. https://t.co/yz0B3XMfTE tweet
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Brady Long
I’ve been spending more time watching China’s tech cycle than trying to predict it.
AI, semis, clean energy, smart manufacturing → this shift is structural, not headline-driven.
What I like about $CNQQ is it behaves less like a stock pick and more like an observation layer.
You get a clean read across A-shares + Hong Kong tech leaders, especially after HK tech cooled off for ~2 months and valuations reset.
Not investment advice.
Just a useful lens if you want to see where China’s hard tech is actually compounding.
#CNQQ #ChinaTech #AI #CapitalFlows
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I’ve been spending more time watching China’s tech cycle than trying to predict it.
AI, semis, clean energy, smart manufacturing → this shift is structural, not headline-driven.
What I like about $CNQQ is it behaves less like a stock pick and more like an observation layer.
You get a clean read across A-shares + Hong Kong tech leaders, especially after HK tech cooled off for ~2 months and valuations reset.
Not investment advice.
Just a useful lens if you want to see where China’s hard tech is actually compounding.
#CNQQ #ChinaTech #AI #CapitalFlows
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Fiscal.ai
RT @TheTranscript_: Is the TSMC CEO afraid of the competition from Intel?
"That's a formidable competitor...we don't underestimate their progress. But are we afraid of it? For 30-some years, we're always in a competition...So no, we have confidence to keep our business growing"
$TSM $INTC https://t.co/hzeADvIK3w
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RT @TheTranscript_: Is the TSMC CEO afraid of the competition from Intel?
"That's a formidable competitor...we don't underestimate their progress. But are we afraid of it? For 30-some years, we're always in a competition...So no, we have confidence to keep our business growing"
$TSM $INTC https://t.co/hzeADvIK3w
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Moon Dev
everyone keeps asking about the quant app
here is everything i know about it
wall street doesnt want to have this info
so it may not be up long https://t.co/VRbBeiBc4j
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everyone keeps asking about the quant app
here is everything i know about it
wall street doesnt want to have this info
so it may not be up long https://t.co/VRbBeiBc4j
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Offshore
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The Few Bets That Matter
$PATH lost what looked like a strong support.
But the real perfect support lies at the weekly 50 around $14, just like it did during the previous leg up.
Patients won. https://t.co/apRPBeqrbe
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$PATH lost what looked like a strong support.
But the real perfect support lies at the weekly 50 around $14, just like it did during the previous leg up.
Patients won. https://t.co/apRPBeqrbe
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