LogOptimalPortfolio @LogOptimal
PhD working in high-dim stats/ml and eng., I like math, science, (value) investing and sometimes degen risk in asym r/r for the lulz Joined June 2021-
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@MoodyWriter13 $Nbis, and other data center stocks are hype scalers, they scale their share price with hype
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@respeculator @Edark94 You guys have a discord channel?
@Alexsei88 "From a market perspective [...] ppl - want tp see that EQ lives up to its commitments" exactly what Im thinking. Not long ago, ppl on reddit thought they are going bk. Outside of our X circle, it doesnt have much visibility yet
@Edark94 The nice part is we have a double catalyst if tungsten is not flat but increasing from here
@Edark94 We will still be going higher. But contrary to popular believe, this will be unlocked only when the earnings/prod reports show what a monster eqr can be. I guess price will ramp with production ramp.
@FMetard @UnnajaSnoop @threadreaderapp unroll
@Edark94 But I feel very good about my Tungsten exposure since this report in the morning haha.
@Edark94 I bought a tiny position in $oxy and sold some $mu for that, but prolly stupid. Nobody wants expensive oil.
@SteadtlerA58435 @cgtwts Just ask Claude with the make no mistakes prompt
@WaterworldCapi1 @tclaugus2 Its probably Jevons paradox all over again. If white collar jobs become more accessible via llms/agents, we will throw more brain power at everything. Accelerate while dodging job apocalypse.
@JEUninformed @Edark94 You always need to ask, do you want a certain thing to happen, or is there any way this might not happen, if every option is accounted for. I just have a feeling that some investors want this to be a problem and their bias makes them blind for any other outcome
@JEUninformed @Edark94 If enough money is involved, ppl find solutions for problems. Divers can be flown in with special contracts.
@JEUninformed @Edark94 I never did, but I just assume that ppl (in shipping) are not that dumb, like many on x want to make them. Either way, I dont have any bets for or against barnackles.
@JEUninformed @Edark94 They had two months already for maintenance
@Edark94 I just hope its done, than my tl is not inflated by fake oil propaganda post, i.e., news, anymore. Cant wait to block certain accounts which were only fudding, pushing certain narratives
@Edark94 Still doesnt get it to 10B. ;D
Jamie Smith 🇦🇺�... @JamieJSmith74
229 Followers 883 Following Commodities, Strategic Metals, #Tungsten. Digging deep for value ⛏️ $EQR.AX $EQR $EQRLF #ASX 🍀
REbagholders @REbagholders
147 Followers 343 Following Nov 2025 was Peak Resi. 2025 Buyers will be Real Estate (RE) Bag Holders. A Machete swings in Melbourne, Auctioneer's hammer falls in Qld
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Cammio 🎭 @justcomment2day
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Jill Swanson @JillSwa3
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ShakeyPremis #TinBaro... @ShakeyPremis
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Chris Pan @chrissypanner
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Prince of Persia @partounian
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John Furlan @jfurlan14
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Philipp Krüger @ProfessorKruger
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Santosh Mohan @theycallmeMohan
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neptune-v @MK_0x5F3759DF
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ludo @LudoInc
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Andrew Coye @andrewcoye
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Re @ratrace86
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Wyeth @wyethclarkson
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_Vince Stanzione @Vince_Stanzionn
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Alex @BlackAlex58
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BiotechCatalyst🇺�... @Orzritouk744
55 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
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Thread Reader App @threadreaderapp
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Teo @Teo_Sinamin
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Sorian @sorianmaran
519 Followers 412 Following Nerd processing the world. ex-MS/GS tech, co-ran a fund. Got tired of company I kept. Spent time at an AI co. Looking for la dolce vita. NOT FINANCIAL ADVICE.
Rucking fetard @FMetard
523 Followers 1K Following If investors can believe in NPV5s of levered shitcos, you can believe in yourself. 🙏 🙏
Laura @_lauracasey
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Jeffrey Currie 🆔++ @CommodMkt
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BioValues @BioValues
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YeahDave @Yeah_Dave
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degentrading @degentradingLSD
70K Followers 729 Following cooking @Trade_Gambit / ex tradfi options market maker i pen my thoughts @ https://t.co/Vxh4mUw5nw i ramble on https://t.co/2R7MV8hAK1
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EQ Resources Limited @EQResourcesASX
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jddonovan @jddonovan_
440 Followers 298 Following See the forest for the trolls. If you take anything on Twitter as advice, the mistake is yours.
Moody @MoodyWriter13
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0SG @Zerosumgame33
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Bid Bird @BidBird10
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Serenity @aleabitoreddit
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3X Long Labubu @labubu_trader
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