ShortHi CoverLo

1) All the views expressed here are my personal views; 2) No content here constitutes a recommendation of any investment for any specific person

[ShortHi CoverLo @ShortHiCoverLo]

@michaeljburry Isn’t the root cause of the pain that you are talking about potentially bulging discs? Any inflammatory such as Naproxen should provide relief and should be combined with physiotherapy to fix the underlying cause?

[ShortHi CoverLo @ShortHiCoverLo]

@DavidCoxRJ Oh, absolutely not. Why would that upset anyone? I was just informing any of your readers who buy EEM thinking they are buying emerging markets only that they could potentially be doubling down on their semiconductor exposure if they happen to own semis and memory (like I do).

[ShortHi CoverLo @ShortHiCoverLo]

@DavidCoxRJ Precisely. 14% TSMC + 7% Samsung (memory) + 5.5% SK Hynix (memory) = ~25% of the EEM index which are the biggest drivers of outperformance.

[ShortHi CoverLo @ShortHiCoverLo]

@DavidCoxRJ Its all the semiconductor trade - TSMC + Memory stocks are 20% of the EEM index. The market leadership is extremely narrow!

[ShortHi CoverLo @ShortHiCoverLo]

@JLawStock Great job! Your consistency is remarkable. Please keep posting on X, so us others can improve our process!

[ShortHi CoverLo @ShortHiCoverLo]

@PeterLBrandt @jimdarn Haha, true that! I’ve been widowed by both. Gold is more my pace.

[ShortHi CoverLo @ShortHiCoverLo]

@michaeljburryBC Are you selling your puts?

[ShortHi CoverLo @ShortHiCoverLo]

@BillAckman @CNN Agree. Low probability events coming true always hold tremendous informational value!

[ShortHi CoverLo @ShortHiCoverLo]

@elonmusk 10 years ago

[ShortHi CoverLo @ShortHiCoverLo]

@GuntherEagleman @POTUS The staffer who wrote it did go to a grocery store, but for their Undergraduate degree

[ShortHi CoverLo @ShortHiCoverLo]

@elonmusk You don’t need Greenland for an Iron Dome missile defense system if it can be installed in Canada. A Canada-US economic union makes so much sense!

[ShortHi CoverLo @ShortHiCoverLo]

@DavidCoxRJ $GLD

[ShortHi CoverLo @ShortHiCoverLo]

@DavidCoxRJ Thank you!

[ShortHi CoverLo @ShortHiCoverLo]

@DavidCoxRJ $TTWO please

[ShortHi CoverLo @ShortHiCoverLo]

@elonmusk Even banana republics have internet now! Thanks Elon!

[ShortHi CoverLo @ShortHiCoverLo]

@elonmuskADO What is X?

[ShortHi CoverLo @ShortHiCoverLo]

@InvestInAssets Value

[ShortHi CoverLo @ShortHiCoverLo]

@saxena_puru Love the intellectual honesty!