Thortradezz

Lehmans brothers ex financial risk advisor
FTX risk advisor
Looking to get hired by Robin(g) Hood

[Thortradezz @THORTHRADEZ]

this has worked well for me in the past! What if changing this now and cutting my bankroll for this part of my book in half is a mistake?
WHAT IF , WHAT IF. I DO NOT KNOW. ALL I KNOW IS I'AM WILLING TO FIND OUT. WILLING TO TRY AND SEE HOW IT FEELS!
SHOOTERS SHOOT!!
WANKERS WAIT!

[Thortradezz @THORTHRADEZ]

this has worked well for me in the past! What if changing this now and cutting my bankroll for this part of my book in half is a mistake?
WHAT IF , WHAT IF. I DO NOT KNOW. ALL I KNOW IS I'AM WILLING TO FIND OUT. WILLING TO TRY AND SEE HOW IT FEELS!
SHOOTERS SHOOT!!
WANKERS WAIT!

[Thortradezz @THORTHRADEZ]

These days it's hard allocating money. I am feeling the heat, doubts creeping up on me. what if robotics are overhyped in the short term and we are at a local peak and are about to enter the through of disillusionment part of the hype cycle with everything AI 🧵🧵

[Thortradezz @THORTHRADEZ]

what if we enter a recession and '26 is a multi-year top and the year the everything bubble bursts? what if i can not stomach the volatility and would be better to sticking to short term swing trading and trading in and out of a position 100% cash ?

[Thortradezz @THORTHRADEZ]

what if i bought ZEC and Snow just in time for the summer of rape , and it's a mistake to ignore bad seasonality in summer? what if my assumptions about ZEC and Snow that they are gonna be the fastest horses is wrong and something else is gonna take up that spot??

[Risk @ryzzqq]

y22 is the modern day dostoevsky

[Thortradezz @THORTHRADEZ]

@cryptoaladeen Honestly there are so much better rms for that money

[Serenity @aleabitoreddit]

Here's the humanoid exposure crowdsourced list:

- $OUST
- Rainbow Robotics (277810)
- $AMBA
- Ubtech Robotics
- $MKA
- Nextronics
- $SYM
- Harmonic Drive (6324)
- $VPG
- Beijing Geekplus
- $MBLY
- $ARBE
- Nabtesco (6268)
- $SERV
- $HSYDF
- Robotstrategy
- $ZBRA
- $CATL
- $ABB
- $BOT
- Unitree (not public yet)
- $LSCC
- Esunny Robot (300024)
- $NOVT
- $RR
- $PDY
- Hesai (2525)
- $SHA.DE
- $XBOT
- $XPEV
- $BAM
- $ALNT
- 6268.T
- $AMBQ
- $ATOM
- $MRAM
- $ISRG
- $HLIT
- Robosense (2498)
- $HG
- $ACUVI
- $CGNX
- $KLIC
- $BSL
- $AEVA
- $AUR
- $CTH.V
- $IMSR
- $NEO
- $KDK
- $MRLN
- $KITT
- $INDI
- $NOVT

Off the top of my head:

Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most.

Will start doing DD into mentions.