I retweeted
Men of higher position, rank, and prestige, politicians, and anyone else entrusted with power and influence, must put an end to alcohol, lust, cut off unnecessary communication with women outside their families, and enter a higher realm of righteousness to avoid the enemy and the demons they unleash.
The higher the position, the greater the spiritual warfare.
Discipline, discernment, and righteousness are not optional.
Understand?
This is how we will operate.
Jensen learned that the hard way.
Breaking News: Nvidia opened an investigation into Jensen Huang, its CEO, after he acknowledged to the company’s board that he had been intimate with a business executive who U.S. intelligence determined to be a Chinese spy. nyti.ms/3ViPMAt
I retweeted
Stop being a coward.
You have the potential to be great, but not if you keep one foot in cozy normal, hoping it will happen without sacrifice.
Give up the boy. The silly habits. Stop focusing on what could go wrong. Laser in on what could go right.
Go all in. It's time.
I retweeted
Everyone accepts the offer, very little turn down the money.
Those that say they did, most were never offered.
The reason I turn it all down, including a pardon, is cause I’m not normal, financial independence, bizzare gathering of genetics, and made a (τάμα) vow to God to save my family from prison.
I retweeted
$MTUM just did something it has done exactly once before in its entire trading history.
Momentum, as a factor, got hit for a drop over a rolling month that the terminal can only match to one prior episode. Spring of 2020. Not a correction, not a rate scare, not a Fed meeting that went badly. The world was literally ending. Grocery stores had tape on the floor. That is the only company this move keeps.
So before you post your 2022 chart overlay, ask yourself what the equivalent event is this time. Earnings were fine. Liquidations? Rotations? Or the AI bubble that never actually happened, popping ahead of a buildout that hasn’t even occurred yet? You are comparing a factor unwind that last happened during a global shutdown to a week where the scariest headline was a story about the future.
I know what people want to do with that. Everyone wants to talk about how much lower we’re going. Funny, because none of you were talking about it at the beginning of October when it actually mattered. Now that the drop already happened you’ve all discovered downside.
We don’t need to argue about whether it’s a bottom.
Let's pull the record.
I retweeted
Politics will now run on who can convince people they will “lower the cost of living for everyone”
Since this isn’t possible will just be rampant flip flopping on who is in charge: red or blue
Doesn’t matter for you, since none will do anything. Go start a biz
I retweeted
Good Morning!!!
Sundays don't ask you to win anything.... they just hand you a slower morning and dare you to actually take it.... coffee that stays hot for once.... nowhere you have to be but here.... TIME is the most precious resource we have.... spend a little of it like it matters.... Love you all dearly ❤️
I retweeted
Saturday night.... the house finally quiet.... toys everywhere, one sock missing (it's always one sock).... and that tired, happy feeling of a whole day spent with the people who matter most.... we spend so much energy chasing more.... but more of THIS is the whole thing.... love you all dearly ❤️
I retweeted
The market moves to hunt liquidity. There’s quite literally no other reason for it.
When BTC drops, 95% of the time it’s simply cleansing the market. Don’t mistake the timing of news for the reason BTC moved. BTC moves up and down to seek liquidity, not because of the headlines.
The sooner you understand that, the better. Stop trying to justify moves that are already explained by liquidity.
I retweeted
$IREN is now 10x the company it was in 2025. At roughly the same $20. But I don't give a fuck. Here's why:
In 2024, I used to be so excited about unprofitable companies (and don't start with $IREN latest ER. Net income was negative as defined by GAAP. This is a dictionary definition, not up to debate).
Felt so smart. Picking some shit at $5 and make $400K. I was so tough. And a bunch of influencers liked me. It was so cool.
The truth is none of that gay ass shit matters (except for the $400K part). No one cares. The market doesn't care. The influencers don't care. Dan and his brother give zero fucks (see their $800M RSU package; one year's worth of AI revenue per latest ER). Everyone is self-concerned. No one gives a shit about you.
Once (or if) you make your first $400K from $40K, you will see also. You will (hopefully) get rid of dumb sheep scarcity mindset, remove emotional goggles, and realize that mfers playing stupid-ass games. Pretending to hype up a stock in the name of engagement bait, liquidity, followers. Anything to get rich at your expense. Ring-around-the-rosie fake ass kumbaya shit.
And that the only truth is this: PnL is king. Nothing else matters. PnL. Now. Not silly 35 GW 10 years from now, not made-up (non-GAAP) prepayments definitions for GPUs with 25 asterisks and hedging statements. PnL. Now.
I realized that halfway through 2025. The stock hit $60. And I called $33. Then $22. Then $18. At my own expense. Lost influencer followers. Got a shit ton of hate for it.
Because I know the truth. Followers don't matter. What matters is cold, hard math now. And the only source of truth is PnL. Your PnL and the company's PnL.
The reason why I bring all this up is this: You go through all this shit on the upside and downside and realize it was for nothing. There's no reason to suffer. Market doesn't know you. Doesn't reward you for sticking it out. You're a tiny ass dot in the matrix. No one gives a fuck.
So your only two tasks are this:
1) Protect your PnL.
2) Be incredibly harsh on the PnL of anything you hold. The PnL cannot be gamed. It is a raw measure of performance. Nothing is as fundamental and strong as history of PnL.
And the reason is this: PnL is literally how much money you make and keep. Those two factors are what drive fundamental valuations. Full stop. That's it.
This is important because for how long are you going to "hold the bag" in hopes of actually making money? Where you have to play media PR (very hard work, by the way, with giant ass essays) every time something happens and hope someone else bids up the stock higher and realizes that no money has been made.
It was fun and games in 2024. But it's already 2027. For every year the company is unprofitable, you are pushing farther and farther to the right on the risk curve. There are already AI companies (capex sellers) making 300% revenue growth, 90% operating margins, and 90% ROIC that give greater gains. For PE <10. Rule of 40 greater than $PLTR AND they have zero debt!
They've already done the hard work on their PnL. Consecutively. For years at this point. And they're doing much harder work than plugging in GPUs and building a shell and arguing with hyperscalers. Do you know how fucking hard it is to make a chip compared to plugging them in?
When will you stop playing silly risk / reward games?
$IREN RSI hit my target. I sold.
$40k -> $440k 🫳🏼🫳🏼
Good enough for me.
I am a humble man.
I do not bitch.
I set an entry and exit.
Then execute without hesitation.
I retweeted
The problem is that everyone sold their puts for 19% gains instead of holding for 40,000%+
The problem with this is that this regret will carry into all their remaining days as a trader, and they will hold many trades from green to red.
Don't ever let your regrets from today become your downfall tomorrow.
Know this, understand this, learn this.
Today was a generational day.
Every other day won't be the same.
I retweeted
Some investment advice.
I don’t think about investments I sold too early or too late.
Cause it was me who made the decision.
I never sit around saying, oh man, what could have been, or lament what I missed out on and drown in misery.
That’s for amateurs.
I had some puts that were up big, and sold them what now looks like a week too early.
They would have been worth millions more right now.
But I’m the one who sold them.
And it’s impossible to say I would have held them until the perfect time anyway.
That’s easy to say after the fact.
But it was me who made the decision, and I was happy with it when I made it.
So why would I beat myself up over something I couldn’t have known?
Unless, of course, you don’t like or trust yourself.
That’s a different problem.
Are you impulsive? Lack discipline? Constantly second-guess yourself?
Then maybe it’s not the investment decisions you need to work on.
Maybe it’s you.
But if you trust your judgment, you make your decisions, you live with them.
And you move on. it, get it?
This doesn’t have to be just about investments.
I retweeted
Wait until you see us withdraw from Iran, Pete is fired and they all start blaming each other for doing Israel’s bidding and lying to us about regime change and nuclear threats.
Stock Market is going to soar unlike anything ever seen again.
Markets are finally free of the corrupt admin and their insider trading and headline manipulation.
I retweeted
Some of us, warned you that we will lose, that you forgot about the people that voted for you, but you botted us, mocked us and scolded us.
Called us Panicans.
Fraudsters purchased pardons.
MAHA was forgotten.
Corruption was rampant.
They deserve all the investigations coming.
I retweeted
We are about to embark on the greatest bull market of all time.
A ferocious, angry, and unmatched run, like we have never seen before in 2027-2028.
Now you selling?
We sold those tops months ago!
Now we buying!
Learn to trade people.
30+ years experience.
The tech revolution
I retweeted
5 things I check before I take ANY trade.
Most traders skip #3.
Bookmark this and run it before your next entry. 🧵
