Stefan

[Stefan @Stoef1988]

@shravanrayhaan Getty divvys while you wait (8.5%), or grow some balls and use leverage if you worried about opp cost.

[Stefan @Stoef1988]

@RomanCabanac western world was built where majority spanked so centuries of data backing it.Being anti spanking is anti-christian. it's a recent belief, just like equality of men&women&races - not much data backing it.
Sweden abolished it first, and also opened their borders first.

[Stefan @Stoef1988]

@MacrostratPB Thanks for update Sir. Understand that EM ex China is a long.What are your thoughts on $kweb?Valuations are depressed at 12x P/E & earnings have grown+10% historically.A.I capex is muted, but A.I will provide some tailwinds at least and earnings growth is sustainable. Thanks

[Nick Nemeth (Mispriced Assets) @NickNemo17]

Trump needs a new “win” fast. The cleanest one is a China trade deal. The other is some version of a Russia-Ukraine settlement he can slap his name on and call peacemaking after spending the week lighting matches.

My favorite way to play that is $KSPI. The market has derisked it for being anywhere near Russia, which is absurd. This is one of the most dominant companies in the world, a real compounder, NASDAQ-listed, and still priced like some geopolitical leftover.

Meanwhile people pay up for $MELI and $SE while Kaspi sits there cheaper on every metric, with a better competitive pedigree than almost anyone in fintech and plenty of room to expand across the region.

[Stefan @Stoef1988]

@creepydotorg P

[Stefan @Stoef1988]

@JDB_trading Jan, I've bookmarked so many of your tweets and learnt so much, thank you. Hands down the best trader on here. You will always be blessed because you selflessly help others and expect nothing in return.

[Stefan @Stoef1988]

@suitedupwook @themarketear Mag7 is the most underowned in 17 years. This was 4q 2025 and I bet exposure to date has dropped further.

[Stefan @Stoef1988]

@JDB_trading Oil is Bitcoin's kryptonite - as long as oil keeps rising, Bitcoin is dead

[Stefan @Stoef1988]

@taobanker It's weird that its the go to words that relieve most tension and Christians don't defend it. In south Africa we use Fuck, Cunt, Poes-and as a Christian, I see these as perfect alternatives to our Lord's name being used in Vain. Words are just Words, until it becomes personal.

[Stefan @Stoef1988]

@jbulltard1 BOTTOM!

[Stefan @Stoef1988]

@jbulltard1 $xle 19% YTD and breaking out, $qqq breaking down. $xle up 198% last 5 years when adj divvys, $qqq up only 86%, but people like you shit on commodities and oil all day thinking it's an unlimited resource. Energy is going to wreck tech again for the next 5 years

[Stefan @Stoef1988]

Wat aardig van @JDB_trading om concurrentie te creëren voor zijn eigen trades - niemand anders op X doet dit en iedereen tweet posities om hun eigen posities veilig te stellen. Heb jij al een positie ingenomen?

[JDB @JDB_trading]

Jullie kopen gretig! Bijna 1000 opties over de toonbank na mijn tweet! Normaal bijna geen volume 🫣

[Stefan @Stoef1988]

@PotentialSeekin @Projectcynic Insiders have been regular sellers of $bmbl so the perception is a takeover is imminent because insiders have not sold since Oct-25. Reckon if they do sell at these levels, it proves no takeover, and crushes the stock into the 2's.

[Stefan @Stoef1988]

@Projectcynic Meant to say at least pay management in fixed units of stock vs equity value so there's incentive to drive price. On the plus side, insiders have not sold $bmbl in a while, and I reckon if insiders sell at these prices I'm out.

[Stefan @Stoef1988]

@Projectcynic Shareholders Being diluted by 6% yearly in favour of management with their shitty performance shows there's 0 alignment with shareholders - at least pay them in stock so there is incentive to elevate price. A take over is $bmbl only hope

[Stefan @Stoef1988]

@beherleader What's better? 1)Caring and understanding men or 2) men that are proactive, putting her on Progesterone.testosterone.Estogen. DHA before these feelings flood her? As men, we are fixers and no amount of this beta behaviour will work if you cannot fix the underlying issue.

[Stefan @Stoef1988]

@beherleader @bradmonty085 statement is contrary to prior comments.antithesis of leadership is submission yet you say she's doesn't need to.Women are emotion over logic,like children,and your tweets promoting that she doesn't need to listen to mens suggestions will lead women+men into the feminist abyss.

[Stefan @Stoef1988]

@beherleader WRONG.Wife followed suboptimal routine from someone else.I don't have the right to feel bitter that she chose someone else advice over mine when I've always lead her into prosperity as her husband? FYI - she apologized later when she finally got results following my routine.

[Stefan @Stoef1988]

@FreudInsight Why has blackstone sold $36.4m of $bmbl, and Blackstone tactical sold $15mil In September, if they are acquiring?