Hey Mae @_reamthy43

A soul in progress. Personal thoughts. Real Moments Don’t follow :-) Suspended account @_reamthy Joined September 2025

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The Wall Street Journal @WSJ

4 months ago

From @WSJopinion: The Iranians take Trump for a sucker. How many times do they expect him to play this game before they reopen the Strait of Hormuz? asks @ElliotKaufman6 on.wsj.com/3Ox0mk4

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DA Market Securities @DAMarket_Sec

5 months ago

🇵🇭 PSEi Update The PSEi closed at 6,026 (+0.32%), with mixed market breadth: Advancers: 92 Decliners: 95 Foreign Flow: ₱563M net selling 📉 Selling: MER, FGEN, SCC, ALI, CNVRG 📈 Buying: AREIT, ICT, PLUS, CEB, APX

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DA Market Securities @DAMarket_Sec

5 months ago

🏢 Key Highlights APX (₱15.20) — ACCUMULATE Net income +77% on strong gold & silver prices; dividend payout doubled. ICTSI (₱704) — ACCUMULATE FY2025 profit $1.05B (+23%); expansion capex reinforces growth.

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DA Market Securities @DAMarket_Sec

5 months ago

🏢 Key Highlights MER (₱602) — ACCUMULATE Balancing coal/LNG mix; expanding solar + battery pipeline. CREIT (₱3.25) — ACCUMULATE Aa+ rating; 100% occupancy with strong renewable pipeline. JFC (₱186.20) — ACCUMULATE on weakness Exploring US listing for international arm.

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DA Market Securities @DAMarket_Sec

5 months ago

🏢 Key Highlights PLUS (₱17.30) — STABLE Strong recovery in Q4; ₱23.4B cash position. DMC (₱9.61) — MONITOR Earnings -20%; contract and construction headwinds persist. 📊 Sector & Policy Watch ⚡ Energy & Infrastructure Positive

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DA Market Securities @DAMarket_Sec

5 months ago

📈 Strategy Preferred ✔ Energy & utilities (MER, FGEN) ✔ Infrastructure (ICTSI, NGCP-linked plays) ✔ Commodities (APX) ✔ RE/green assets (CREIT) Watch / Caution ⚠ Property (rate sensitivity) ⚠ FX-sensitive names

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Hey Mae @_reamthy43

5 months ago

@itradeph What broker

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ₕₐₘₚₜₒₙ @hamptonism

5 months ago

Founder of the Bloomberg Terminal explaining the function that makes it worth $30,000 a year:

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Hey Mae @_reamthy43

6 months ago

@itoonchie @rami_hashimi @liowell he win

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Hey Mae @_reamthy43

6 months ago

@JPMsilversurfer @rami_hashimi He just hit .. oil now is 88

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Hey Mae @_reamthy43

6 months ago

@akashbansal2504 @rami_hashimi Bro is winning now

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Serenity @aleabitoreddit

6 months ago

Photonics is the next major bottleneck. $NVDA has signaled each one ahead of time from: HBM (with Samsung/Sk Hynix) to CoWoS and now with the $LITE and $COHR investment: Laser Fab, CPO, and InP. For the most asymmetrical longs in each bottleneck: 1. InP Substrates: $AXTI, Sumitomo, JX 2. InP Upstream Feedstock + Processing: $AXTI 3. Lasers: $AAOI (internal), $AVGO, $COHR, $LITE 4. CPO: $TSEM, Soitec. The laser bottleneck was confirmed from the $AAOI earnings call when three different hyperscaler wanted to buy out any optical transceiver they can produce. The InP substrate bottleneck was confirmed with the backlog from $AXTI. (Image source of players: IndexBox) And the CPO bottleneck is widely expected to happen later in late 2027-2028. There's short term volatility from $AVGO comments around "CPO" in specific. But that's different than the laser -> transceiver and InP bottlenecks happening now. For timeframes: $AAOI, $LITE, $COHR and the laser transceiver bottleneck is happening real time (and is expected to get worse like memory into 2028). $AXTI, Sumitomo and the InP substrate bottleneck is happening real time (and is expected to get worse as long as AI uses photonics for the many years to come). And the larger architectural shift to CPO led by $NVDA will likely happen in 2028. These feel inevitable for the next paradigm shift in AI.

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AI Panda @AIPandaX

6 months ago

BREAKING: Hedge funds spend millions on data analysts to find "alpha" in the market. Now you can do the same with Claude 4.6 Sonnet (for free). Here are 18 advanced prompts to analyze stocks, decode earnings, and find hidden market signals like a Wall Street pro:

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Hey Mae @_reamthy43

6 months ago

@PeterGriffen324 @virtuals_io Tech stocks are green $CRWD $TTD $INTU

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Hey Mae @_reamthy43

6 months ago

@AimInvestments Tech stocks hit their lowest levels in months, but they’re green today. That’s a bounce — and they’ve been green three days in a row even on Monday and Tuesday.. $TTD up by 18% for today up by 26 percent this week alone.

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Predictive History @Pred_History

6 months ago

Why did America go to war with Iran? #PredictiveHistory | @BreakingPointsN

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CooperBaggs 💰🍞 @edgaralandough

6 months ago

I don't understand why people don't use CLAUDE for stock trading. It analyzes charts, digests earnings reports, and spots trends in seconds. Here are 16 prompts to turn it into your personal hedge fund analyst:

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CryptoSoulz @SoulzBTC

6 months ago

How to identify Liquidity: 0:01 - Volume 0:47 - Wyckoff Distribution 0:59 - Supply & Demand Levels 1:23 - VRVP & SVP 2:20 - POC 2:38 - High Volume Nodes 3:25 - Trading Examples

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André Arslanian @andrearslanian

6 months ago

if you trade $NQ you need to read this:

edgeful @edgeful

6 months ago

x.com/i/article/2028…

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Jasmin @AI_with_jasmin

6 months ago

Claude + MakeUGC + Amazon + 45 mins/day = $6,188/month Last month: $56K in 30 days with AI publishing. Here’s the system: • Exact Claude prompts • Sellable content framework • Amazon ranking strategy • MakeUGC promo system Comment “UGC” for full breakdown (must be following).