$13M NW | fatFIRE | Peter Lynch 2.0. Long term investor, chasing deep value baggers. Ex-Senior Exec Tech/SV. Building agentic equity research platform. e/acc

Bahamas
Joined February 2024
Replying to @cyberprince_rwo
> Predicting supply/demand is much more difficult than company quality. That is much more difficult to predict because you have a lot of actors (market makers, hedge funds, prop trading, whales, retail, media, investment banking etc). You cant know what they are all thinking. Predicting future earnings is much more doable with public information available.
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Replying to @iTrade231
DVB Investing rule #1, don't get scammed Inspired by Warren Buffett Rule #1, don't lose money.
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Replying to @StockSavvyShay
Correction: $rklb broke above $50 😁
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Replying to @JMcMullan_CFA
yes, this $IRDM bodes well for $RKLB acquisition very much so. This was my worry, was it buying a growing or declining business. This answered it.
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Replying to @GainsOnPaper
When I sold $rklb, It felt going against the grain. The price fell after ath into the spcx ipo. The hope was it breaks ath on spcx ipo. I had to suck it up and be grateful for the gains. Looking back, the pull back before the ipo was a bull trap.
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Elon: HBM is a tougher hill to climb - $MU $SNDK $SKHY
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Replying to @JKeynesAlpha
High beta/capex wont recover. They were hyped up with colorful narratives on bullish run, high speculation and the market let it happen. Capital over time costs a lot. 5% cagr, 15% cagr vs sp500. The longer the market run, the more drag the capex on shareholder value... Eventually they have to pay in some forms, like dilution, bonds maturity either in cash or in shares. For pre revenue this is a death sentence.
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If you are a FinX creator with a large following and have a net worth of $10m+, I have a few questions for you because I’m genuinely curious: 1. Why do you not show proof of any of your trades? a) If you do show proof, why don’t you show proof of big trades, not ones that are supposedly 0.0001% of your net worth? 2. Why do you do paid promotions? If you are truly worth $10m+, you shouldn’t need to do paid promotions, especially if you’re as good as you say you are at trading. a) I’m not against paid promotions, I do some myself, but what I don’t understand is creators who are supposedly worth exorbitant amounts of money and are supposedly the best “investors”, doing paid promotions. It doesn’t add up. 3. Why do you post your net worth in your bio? Is it a way to amass a following because people see that large net worth and immediately associate it to trading expertise? a) There’s exceptions to this in my opinion. There’s extremely knowledgeable investors like @DeepValueBagger who actually put their money where their mouth is and can back up their net worth with constant alpha. For me, the biggest sign that a FinX creator is potentially a scam, is when they never show proof of the trades they are supposedly making and profiting big on. Talk is cheap. Prove to us you are who you say you are.
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DVB retweeted
There you go, did today’s opening on FOX BUSINESS - MAKING MONEY WITH CHARLES PAYNE on Optics, Memory, Frontier Labs and some good AI Infra picks. $MU $LITE $INTC $WULF The future of US regulation on Chinese tech | video.foxbusiness.com/v/6406…
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DVB retweeted
Elon Musk
@elonmuskOct 13
Replying to @RealNickMugalli
Micron has been reasonable regarding future memory prices, while others have been extortionate, which is something today’s customers won’t forget … Micron is making is the smart move for long-term customer loyalty.
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Time to hold media accountable. They know very well what they’re doing. I wouldn’t call this a mistake. It is intentional.
Quite a mistake from @business yesterday: “Tan said bluntly that the market misread OpenAI’s revenue figures because the company’s underlying business is strong. Investors who sell on a single short-term data point are no different from gambling in a casino.’” Via @ckcheung
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$INTC $AMD Intel, AMD hiking prices of CPUs by 15%-20%, Wccftech reports
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DVB retweeted
Elon Musk
@elonmuskOct 10
Replying to @MichaelDell
Compound growth is the most powerful force in the Universe
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Replying to @Astrabiene
i think too many investors are overthinking this spectrum stuff. it's a intellectual trap. Have you seen a phone that lasted more than 5 minutes? The biggest problem is handoff between satellites. Starlink can do across hundreds seamlessly as you stream your video.
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Open AI reports revenues differently from Anthropic. This number isn't apples to apples..
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