Andre Setiadi

[Andre Setiadi @AndreSetiadi91]

@Mr_Derivatives Qqq to the moon unstoppable. Where is the bear? Lol.

[Andre Setiadi @AndreSetiadi91]

@Barchart To the moon🚀
Unstoppable. Where is the bear? I can’t see it.

[Andre Setiadi @AndreSetiadi91]

@sondesix Not a fan of the design.
Looks like cheap phone.
X500 pro and pro max design still the best for me.

[Andre Setiadi @AndreSetiadi91]

@rickyho_1989 What do you expect broo.
Terkait FCA yg jelas” retail kritik keras saja dibiarkan.
Apalagi rules yg lebih “deep”

Penegakan insider trading dan coordinate trading?
Ahh di Konoha galak di depan 1x supaya keliatan kerja, sisanya ytta.

[Andre Setiadi @AndreSetiadi91]

@pequityresearch True. SMH PE right now around 49x.
We cannot going up 100%-200% without any correction.
Healthy pullback is needed.

[Elon Musk @elonmusk]

This has my full support.

Jensen is right.

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Andre Setiadi @AndreSetiadi91]

@jurnal_ekuitas Lingkungan nya kek gitu, oknum influencer saham ngikutin krn mikir yg penting cuan, mereka bilangnya “adjust” dgn market. Bandar cuci piring diatas, retail fomo nyangkut. Repeat.
Lingkaran se*an. Sehat ? Definitely no.

Yg harus berubah siapa?
Ya regulator dan influencer.

[Andre Setiadi @AndreSetiadi91]

@rickyho_1989 You forget to valuate Elon himself. This man approximately value at >1000 T even more. HAHAHA.

[Andre Setiadi @AndreSetiadi91]

@rickyho_1989 If AI infrastructure spending eventually normalizes, which sectors do you believe can continue compounding through new growth engines rather than simply benefiting from another capex cycle?

sorry bro, a lot of questions😆
Seru saja bisa dapat another perspective.

[Andre Setiadi @AndreSetiadi91]

@rickyho_1989 What would make you believe AI infra capex has peaked? Which leading indicators do you monitor before the market realizes it?
If hyperscalers increasingly build custom ASICs, how do you think value creation will ultimately be split between NVDA and AVGO over the next decade?

[Andre Setiadi @AndreSetiadi91]

@pequityresearch How about APH? Is it positive?

[Andre Setiadi @AndreSetiadi91]

@Rudiyanto_zh Yg menariknya, saham nvda, avgo, msft, meta lagi diperdagangkan valuasi “menarik” saat ini.
Market sepertinya mulai menagih janji ROIC dari capex spending gila”an, terutama para hyperscalers.

[Andre Setiadi @AndreSetiadi91]

@rickyho_1989 About time. Earning expansion. Miss dikit siap” kena hukum market. Kaya samsung hari ini 😅 lebih sehat sih imho.

[Andre Setiadi @AndreSetiadi91]

@rickyho_1989 For now yes, but for emak” pengumpul emas, they still see it as a hedging and good long term investment, eventhough 2014 kejadian lagi? Koreksi 30%++ and then sideways panjang 4 years++
For now buy SMH ETF Lol

[Andre Setiadi @AndreSetiadi91]

@prastow @wahjoewebee Pak saran ya:
ga bisa langsung tilang aja ?
Foto plat nomornya, e- tilang.
Kerjasama sama polda metro.
Yg dimasalahkan masyarakat kan kayak gak fair, motor diangkut, mobil gak diangkut/ towing.
Ngerti sih praktiknya di lapangan susah, makanya tilang ajah.motor 250k, mobil 500k

[Andre Setiadi @AndreSetiadi91]

@rickyho_1989 So Listrik mati di berbagai daerah di Indo, lebih karena PLN ga punya duit dan CF seret?
Atau faktor pasokan coal terkait DMO?
DMO bukannya wajib ya?

[Andre Setiadi @AndreSetiadi91]

@prastow sbg Pemprov DKI harus paksa semua gedung di jkt menyediakan kantong parkir khusus OJOL pickup tanpa bayar parkir.
hitung rasio jumlah tenant F&B dengan minimal jumlah kantong parkir yg harus disediakan.

[Andre Setiadi @AndreSetiadi91]

@rickyho_1989 basicly murah kalau tidak ada growth ya akan gitu" saja sahamnya, investor jaman now prefer yg growth kencang walaupun valuasi gak murah.

[Andre Setiadi @AndreSetiadi91]

@rickyho_1989 hey you antek-antek asing!
*sarcasm*