First Principle Investor, Not CFA

Warren Buffett showed me the way, Elon Musk and silver gave me my gains

[First Principle Investor, Not CFA @1stPrincipleInv]

This is gonna be very uncharacteristic of me if you’ve been following me long enough

While everybody is talking about NVDA, TSLA & crypto, I’m looking at going long on SILVER 🪙

It’s brewing for a GME-esque squeeze soon

50-60 will be an easy hit, then 100, then 200…

[First Principle Investor, Not CFA @1stPrincipleInv]

@chrishuyTa If market is pricing 100% TACO, something is wrong somewhere. Anyway, striking after midterms is some form of TACO too

[First Principle Investor, Not CFA @1stPrincipleInv]

Market doesn't give a flying F on this

[The Wall Street Journal @WSJ]

The U.S. has told several Gulf Arab countries to be prepared for a short, intense military campaign after the U.S. midterm elections, people briefed on the conversations said. https://t.co/ZAp9DVmlXu

[First Principle Investor, Not CFA @1stPrincipleInv]

@elonmusk @Jason_A_Scharf @RtaxiTracker It's been hiding in plain sight

[First Principle Investor, Not CFA @1stPrincipleInv]

Eastern Europe is becoming highly advanced region

[Tesla Europe, Middle East & Africa @teslaeurope]

Now approved in Latvia 🇱🇻

Rollout begins soon

[First Principle Investor, Not CFA @1stPrincipleInv]

@FirstSquawk

[First Principle Investor, Not CFA @1stPrincipleInv]

There will be an AI-datacentre-debt version of Freddie Mac and Fannie Mae being created by the Trump Administration in the next 12 months

Bookmark this

[First Principle Investor, Not CFA @1stPrincipleInv]

Officially….

[Elon Musk @elonmusk]

Pretty much.

As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.

SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.

That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

[First Principle Investor, Not CFA @1stPrincipleInv]

Prediction markets are increasingly less reliable

[First Principle Investor, Not CFA @1stPrincipleInv]

@BenjaminDEKR Analogy: There can be unlimited demand for Tesla cars, but they can’t sell any if the cars have one tire missing

[First Principle Investor, Not CFA @1stPrincipleInv]

🫣

[Tom @TomSzczypka]

Holy crap @elonmusk reads this wow
How does he find the time

[First Principle Investor, Not CFA @1stPrincipleInv]

You can call memory stocks trading at 3x forward P/E as undervalued all you want, but if guys continue to leverage up like this, they won’t trade past 5x in best case scenario

[Jukan @jukan05]

South Korean retail investors are once again taking on massive amounts of leverage.

According to Korean media reports, they made net purchases of approximately $300 million across 14 single-stock leveraged products linked to Samsung Electronics and SK hynix between October 1 and 23.

They are also taking on substantial leverage in the U.S. stock market, reportedly making net purchases of $3.54764 billion in the Direxion Daily Semiconductor Bull 3X Shares ETF (SOXL), which seeks to deliver three times the daily return of a U.S. semiconductor index.

https://t.co/caLpVUOnaB

[First Principle Investor, Not CFA @1stPrincipleInv]

They put a 6’7” on Wemby and rejects him

[NBA @NBA]

AMEN THOMPSON. GAME-SEALING BLOCK.

[First Principle Investor, Not CFA @1stPrincipleInv]

@NBA Not even a switch, they put him (6’ 7”) on Wemby for the play!

[First Principle Investor, Not CFA @1stPrincipleInv]

Stop repeating it for the 420th time and just get it done

[First Squawk @FirstSquawk]

TRUMP: WE COULD END IRAN WAR VERY QUICKLY

[First Principle Investor, Not CFA @1stPrincipleInv]

France 10Y >5%
US 10Y <5%

Fun time

[First Principle Investor, Not CFA @1stPrincipleInv]

If you’re shorting it, imma go all in. You’re a greater inverse signal than Cramer

[James Chanos @RealJimChanos]

$SPCX Shareholders, you sure you want to buy this 5% ROIC business for $1.5T…?!

[First Principle Investor, Not CFA @1stPrincipleInv]

I wonder has Cristiano Ronaldo left the country

[First Principle Investor, Not CFA @1stPrincipleInv]

Leading indicator

[First Principle Investor, Not CFA @1stPrincipleInv]

@zerohedge

[First Principle Investor, Not CFA @1stPrincipleInv]

@elonmusk @farzyness Can’t believe that was almost 9 years ago

[First Principle Investor, Not CFA @1stPrincipleInv]

@elonmusk @farzyness Say "Boring, bonehead questions are not cool" to the camera next time