NJ capital

[NJ capital @NJ_Capital_]

@GuastyWinds Why don't you short anymore?

[NJ capital @NJ_Capital_]

@DaBao_ @ErnestWongBWM to show their audience, and sadly to equally convince themself instead of pivoting

[NJ capital @NJ_Capital_]

@SowingAlphaSeed ONERX looks similar QLD leveraged QQQ, unless the returns come with lower beta, hard for me to calculate the exact correlation.

[NJ capital @NJ_Capital_]

@italianinvesto Lol . it's going up in a "straight" line quite queer😂

[NJ capital @NJ_Capital_]

@SowingAlphaSeed Good point, I guess, first, maybe he didn’t want personal liability but preferred to take on company debt for X. Second, if it failed his Tesla’s stock would be sold a risk he didnt want to take . so yes i guess to some extent you are right its paper wealth.

[NJ capital @NJ_Capital_]

@harfangcap I assume he can borrow against his shares.

[NJ capital @NJ_Capital_]

@taobanker lol

[NJ capital @NJ_Capital_]

@orrdavid How do you think about degrossing and risk management? What are the triggers to cut exposure, and when you do, do you trim winners, cut low conviction names, or reduce across the whole book?

[NJ capital @NJ_Capital_]

@DaBao_ @Larryjamieson_ @MikeFritzell what do u use ChatGPT or, Claude for seeking these details ?

[NJ capital @NJ_Capital_]

@orrdavid When and how do you decide to short these AI stocks? It’s a risky game, so why do you think this is the peak?

[NJ capital @NJ_Capital_]

@eriksen_tim The Kaplan online course is the best, but you only have access to it for 6 months. If someone has trading experience, they could probably go through it once or twice and still pass. Honestly, it’s overrated. I think I would have passed without studying at all.

[NJ capital @NJ_Capital_]

@GrumpierBTDay @majgeoinvesting @MSmicrocaps @GeoInvesting If I wanted to try them, which one would you recommend, and how would you describe the differences between them? @majgeoinvesting ?

[NJ capital @NJ_Capital_]

@glbeaty I know you mentioned $BNO. Are there any other things you’re considering?

[NJ capital @NJ_Capital_]

@RyshabTalks Any particular reason you prefer Claude for investment research? Have you experimented with different LLMs?

[NJ capital @NJ_Capital_]

@glbeaty Yes, I agree there is zero indication that they want to settle, it's strange not to price any drop in equities. Walmart did report that consumers are under pressure but the broader market is ignoring it.

[NJ capital @NJ_Capital_]

@DaBao_ @lingams What are youthiughts in determining a fair valuation for this? It’s a true industry leader in a growing market, with a mix of premium and low-margin offerings, making it a great find.

[NJ capital @NJ_Capital_]

@orrdavid @SowingAlphaSeed @svrnco @NickNemo17 I’m impressed you’re still hanging in there if I’d faced that much jealousy/hate, I would’ve already left. i think you are one of the most balanced views on X