harry - awan

mostly tweet opinions on tech 💻, social 🌐, and economic 🏤 issue | manchester is 🟥 | views are my own, but always open for discussions 📚

[harry - awan @AwanHariIni]

[IISMA THREAD: A SEMESTER IN SPAIN]

Yes jadi karena baru aja nyampe di granada, spanyol jadi pengen bikin thread seputar kehidupan disini dan hal hal random yang terjadi aja hehehe bakalan diupdate terus (kalo inget)

[Goshawk Trades @GoshawkTrades]

I redid this graph. because one thing is wrong in my opinion.

the hardest part of taking risks is the times where the guy who played it safe is ahead of you.

one main change: the green line drops below the safe line a few times.

the original never lets you fall behind, so it skips the only part that's actually hard: sitting below the safe line, wondering why you didn't just do the easy thing.

it compounds eventually. but "eventually" has a lot of moments in it where you feel like you got it wrong.

[harry - awan @AwanHariIni]

Dan tidak lupa juga appreciation post untuk super admin mindel yang tidak lelah direcokin sejuta anak PGK yang minta untuk diadmit google meet @busyyreading HAHAHAHA the team won't be the same without this superwoman of an admin!

Overall: PGK/10!!!!!!

[harry - awan @AwanHariIni]

It's review time! First, awalnya daftar PGK karena merasa in need of a proper framework in investing, karena selama ini 75% entry karena FOMO or ngikut orang.

So the goal is to learn to build my own conviction, execute, evaluate, and repeat.

Boy I learn so much more!

[Alda | #LawanJudolDenganInvestasi @stockmapping]

Di tengah ketidakpastian market melalui 20 pertemuan dengan segala kondisinya, semoga kelas ini menjadi hal terbaik yang teman2 dapat.

PGK terus berkembang, mendengar masukan, kritik serta saran. Mohon maaf apabila ada kesalahan.

Review dipersilahkan.

#lawanjudoldenganinvestasi #pgkstrikesagain

[harry - awan @AwanHariIni]

All of that combination for me is the beauty of investing. To build a system to navigate the uncertainty of the market. Dan PGK ngajarin itu dengan cara yang practical, enjoyable, dan super duper comprehensive!

Sekali lagi mas al @stockmapping, can't thank you enough.

[Ricky Ho @rickyho_1989]

Back in early 2021, during my sell-side analyst years at CGS CIMB, I rated Vale Indonesia ($INCO), then one of the market’s favorite nickel stocks, as a Sell/Reduce.

Many fund managers thought I was crazy.

The thesis was simple: if EV battery chemistry shifted toward LFP, long-term nickel demand would be structurally weaker than consensus expected.

Fast forward to end-2024, INCO fell from around Rp8,800 to my Rp3,100 target.

The same thesis still applies today.

LFP now powers more than half of global EV sales, dominates China, and is rapidly gaining share across emerging markets. EV adoption can keep rising while nickel intensity per vehicle falls.

That is the danger for Indonesia. The country keeps expanding nickel supply just as the fastest-growing battery chemistry increasingly does not need nickel.

Market share is not the same as profitability. The real game is chemistry, cost curves, and technological substitution.

[ClaudeDevs @ClaudeDevs]

A few patterns we frequently use with Fable 5:

Use Fable 5 as an "advisor."

An executor (Sonnet 5) calls Fable 5 for guidance.

Most tokens are billed at the lower executor rate.

[Valenttttttt @valenttt____]

Gw pas narik data ini sampe ngecek 2 kali karena takut salah ngitung ternyata emang gede banget outflow nya.

Sekarang bola nya ada di regulator, mau serius memperbaiki pasar modal atau gk. Karena kalo begini terus yang ada pelaku industri juga mati.