Alex

[Alex @Alex2211224]

@kevinxu If $NVDA missing earnings next week this position is done

[Alex @Alex2211224]

@DiligentPlane Wow massive position 50% of portfolio what’s the thesis?

[Alex @Alex2211224]

@Gubloinvestor European equivalent of $HOOD which has more torque

[Alex @Alex2211224]

@pelositracker 3% wdym stop overthinking hahha

[Alex @Alex2211224]

@Mariusz_Invest Ai sell of till nvda earnings

[Alex @Alex2211224]

@kevinxu No AI until nvda earnings, simple as that

[Alex @Alex2211224]

@TW_trades_ Wouldent buy ai trade until after nvda earnings

[Alex @Alex2211224]

You can now get AI returns in Software

[Alex @Alex2211224]

@kevinxu Ai trade dumping till nvda earnings, software is “value” in tech after larger drawdowns so nice rotation and good valuations

[Alex @Alex2211224]

@Gubloinvestor Trimmed ai and will only buy back in after nvda earnings, still downside room till nvda earnings for entire ai trade

[Alex @Alex2211224]

@CKCapitalxx Trim based on kospi open?

[Alex @Alex2211224]

@kevinxu Trim based on kospi open?

[Alex @Alex2211224]

@retail_mourinho Trim depending on kospi open

[Alex @Alex2211224]

@Gubloinvestor Good value at this price

[Alex @Alex2211224]

@CKCapitalxx Bullish rklb, @CKCapitalxx thoughts on BABA at these prices?

[Alex @Alex2211224]

@MsVeilMoney Because mu makes up half of info tech enhanced value

[Alex @Alex2211224]

@Kalshi Would you buy a cybercab?

[Alex @Alex2211224]

@kevinxu What do you think of baba at current levels?

[Alex @Alex2211224]

@2147mill Mandates, sector limits and risk constraints for active pms make them shorter momentum than index leading to underperformance.

[Alex @Alex2211224]

@unusual_whales Mostly due to mandates, 90% of managers are constrained in their investing for example to tech. Structurally this makes them shorter momentum than spx which has almost 40% of weight in tech