Oilhand

Bedroom hedge fund manager and petty industrialist.

[Oilhand @Breadcrumb_Cap]

Despite starting 2026 with our guard up, Breadcrumb Capital has stumbled out of the traps at an impressive pace. Ideally we will do nothing this year and fluke outperform for consecutive years. There is a theoretical 25% chance of this (less for retail), which is odds of 3/1.

[Oilhand @Breadcrumb_Cap]

Working towards early retirement is no different to building a nest. As soon as you put a roof over your head, birds with brighter plumage become curious, and walling yourself in would be a mistake.

[Oilhand @Breadcrumb_Cap]

@MikeTopp Looks like you had real chemistry, you sly dog.

[Oilhand @Breadcrumb_Cap]

To what extent did Breadcrumb draw the lines? Does it matter if we knew what we were doing?
When I showed these charts to a monkey, they looked perplexed, with no appetite for explanation, like a work colleague nodding just a few degrees as you elucidate your body count.

[Oilhand @Breadcrumb_Cap]

A new year, a clean slate in terms of performance—but an existing structure will be tested against different and unforeseeable conditions.

[Oilhand @Breadcrumb_Cap]

Life is just a diminishing sequence of interludes between material events like the application of violence in self defence, identity experiments, gambling - wins/losses, defeat, rebuilding, and rawdogging.

[Oilhand @Breadcrumb_Cap]

@AJButton2 I studied philosophy and spent most job interviews trying to convince employers that I wasn't a fool, unsuccessfully.
If I had children, I would not support them financially to study an impractical subject.

[Oilhand @Breadcrumb_Cap]

Munger once told me that you only have to hit the ball out of the park once, then it's p*ssy on tap.

[Oilhand @Breadcrumb_Cap]

Wading into every crisis will get you killed. It's just like handling snakes. You have to get bitten a few times before you can really grab things by the scruff of the neck.

[Oilhand @Breadcrumb_Cap]

Used the rest of the cash from the $VZ sale to buy more $UNH. Everybody knows it's a bag of snakes to some extent, but my wager is that the initial shock will wear off.

[Jukan @jukan05]

KOREAN LOCAL MEDIA: SAMSUNG FOUNDRY HAS SECURED ANTHROPIC AS A FOUNDRY CUSTOMER

AN INDUSTRY SOURCE CLOSE TO SAMSUNG ELECTRONICS SAID, “SAMSUNG ELECTRONICS’ FOUNDRY DIVISION HAS AGREED TO MANUFACTURE ANTHROPIC’S CUSTOM AI CHIPS.”

[Oilhand @Breadcrumb_Cap]

https://t.co/EbpcqjwHdI

[Oilhand @Breadcrumb_Cap]

@CompaCompu @XiaomiMiMo Lei Jun's explanation is coherent and matches the vehicle. The SkyNomad looks a good fit in the "Human x Car x Home" ecosystem. How heavy is your bag? Mine is currently -9% but I have faith because they execute well in different markets.

[Oilhand @Breadcrumb_Cap]

@MikeFritzell Consider geographic arbitrarge.

[Oilhand @Breadcrumb_Cap]

@MikeFritzell Duan Yongping likes it. Could Dream International work as a proxy?

[Papa Johns @SVTrivo]

@aleabitoreddit Samsung, the world 1st operating profit company in Q2 2026.

[Oilhand @Breadcrumb_Cap]

@MikeFritzell Exactly, I'm heavy on memory and trying to balance it out.

[Oilhand @Breadcrumb_Cap]

Nobody's going to love you for operating like a Komodo dragon, until they see all the Javan rusa in the freezer, then they start commenting on your beautiful eyes.

[Oilhand @Breadcrumb_Cap]

Almost 12 years later and $BABA is +1%. It's just like buying counterfeit goods. They hit the right notes superficially but scuff them and the datacenters are exposed as cardboard.

[Oilhand @Breadcrumb_Cap]

Breadcrumb Capital enjoys a good story as much as the next man, especially if it features a few gags, but no one makes money in an RPG. You have to do the opposite if you want the big bucks, cast a corrosive eye on virtual reality.

[Oilhand @Breadcrumb_Cap]

@CatNyanpital I'm too greedy to sell semis but have taken the bitter medicinge of upping the Chinese tech allocation. Only $NTES is a + so far, but looking at ways to free up cash for Tencent, the crown jewell.
I think semis drag everything down if they crash, except maybe hardware.