Manish Nichnani

[Manish Nichnani @NoSpoon_]

@Gubloinvestor @Gubloinvestor why no IBKR bro?

[Manish Nichnani @NoSpoon_]

$BRUN gets REKT.

Not everyone could pull out in time. Where's the accountability, FinX!?

Atleast WSB will always have $GME

[Manish Nichnani @NoSpoon_]

C'mon FinX! Some of y'all suddenly discover a new name $BRUN, call it baby $NBIS, get together and sing in a choir. Your subs and followers jump on the hype train.

And less than 24 hrs later you float the "Lock up" discovery and rug pull. And your followers panic sell

[Manish Nichnani @NoSpoon_]

@retail_mourinho Incredible stuff, @retail_mourinho sir ! 🤘🏻 I've become an avid follower. Hoping to go along for the ride with you going forward

[Manish Nichnani @NoSpoon_]

@michaelsikand @michaelsikand is this a long-term hold? What will be your trim down or exit point?

[Daniel Koss @daniel_koss]

Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!

Please read this.

1. The 13F shows what the fund held as of quarter-end: March 31.

2. A huge part of the positions are PUTS. Does this mean he's bearish today?

-> WE DON'T KNOW! Everyone is just guessing.

It is completely possible that he bought those puts during the quarter as the Iran war escalated, to hedge, and they increased a ton in value. They might have started as small positions that simply grew a lot.

He might have sold them at the exact bottom, perfectly timed the market, and gone 100% long for the massive rally that started on April 1.

OR he was insanely bearish, bought a lot of puts, kept them, and completely screwed up by being massively positioned in puts before the craziest rally ever.

He could have made the most genius move or the dumbest move possible and now look like an idiot.

WE DON'T KNOW.

This is the issue with such delayed reports.

But of course today, you will see everyone on X go crazy with:

"Leopold went short aaaaaaaaaaah, the sky is falling, he's calling for a crash."

But that was months ago, in the middle of the Iran volatility!

We have no idea if he added to his puts or if he's currently 100% long or maybe even bought calls?!

We don't know if his move was good or bad.

So while you're reading all these takes on X today, know that you're going to read a ton of complete nonsense from people who have no idea what they're talking about.

But here are some things that stand out to me!

While he decreased his $BE exposure, Bloom Energy was still his biggest position (6.4%)

Closely followed by $SNDK (5.3%)

He also cut $CRWV from 8% -> 4%
I honestly can't believe he missed $NBIS so badly.

He also reduced his $IREN position from 6% to 3% (even though he net added shares).

Big $CORZ cut aswell from 7.6% -> 3%

HUGE cut in his $CRWV calls from 14% -> 1%

A lot of $TE investors are getting excited he built a position, which is definitely bullish, but it's worth mentioning that was most likely before the big drop after the disappointing earnings and it's a tiny 0.3% position for him.

One of the funniest positions is a 0.15% $GLW Put lol.

100% / Completely went out of:
$INTC Calls (13.5% -> 0%)
$CIFR (2.8% -> 0%)
$EQT (2.4% -> 0%)

Photonics:
$LITE (8.6% -> 0%) That one is super interesting to me.
Also cut $TSEM and $COHR from 1.5% -> 0%

[Rishabh @Rixhabh__]

This guy used AI to put himself in Game of Thrones and fix everything

[samir @samirettali]

@KobeissiLetter "establishes a permanent Mars colony with at least 1 million people"

that's a hell of kpi

[Manish Nichnani @NoSpoon_]

@retail_mourinho Huge wall-street short position on $ASTS

[Michael Shellenberger @shellenberger]

The idea that governments around the world have for years been secretly censoring ordinary citizens sounds crazy, but it's true. Worse, they are now on the cusp of imposing what can only be described as a totalitarian system to end freedom of speech as we know it.

[Manish Nichnani @NoSpoon_]

#Google search result #bias and distortion based on question phrasing 😒🙅‍♂️:

[Manish Nichnani @NoSpoon_]

Love takes time. It takes patience and courage. Some days it burns hotter than a star, and on others, it's colder than outer space. Value the place someone has in their heart for you. Nobody is perfect. NOBODY. Learn to accept them whole - their strengths and their weaknesses.

[Manish Nichnani @NoSpoon_]

@airindiain I need to check-in 1 small extra bag (<5kg) on my flight today (AI619). How can I prepay / purchase online ahead of the flight?

[Soona @soona]

Each time I view this clip, I think of Clarke’s third law. Any sufficiently advanced technology is indistinguishable from magic.

[Manish Nichnani @NoSpoon_]

@cyberabadpolice (2/2) Service apartment is located at Madhapur, for which we need a one-time pass to clear police checkposts on the way from my aun't house in Narsingi. Went today to @psnarsingi_cyb for permission, and they're not ready to listen! This is urgent. Please help.

[Myk is going to Vibecamp @mykola]

lol what a great definition of 'eventual consistency'

[J8y @JoeBaguley]

A handy sheet for those of you visiting relatives over the holidays...

[BNO News @BNONews]

NEW: Video shows a tsunami crashing into a venue in Indonesia where the band Seventeen was performing https://t.co/4P9zDCRkKC