Uesae

Neuromancer

[Uesae @Uesae_]

"Ultimately, man should not ask what the meaning of his life is, but rather must recognize it is he who is being asked. In a word, each man is questioned by life; and he can only answer to life by answering for his own life; to life he can only respond by being responsible" -VF

[Orange Book 🍊📖 @orangebook]

Live far below your means, in a society where people have common sense and noble values, spend your physical energy every day, express your mental creativity every day, cultivate deep relationships with people who care, that’s how simple it is to cultivate peace of mind.

[Monolith Investments @variance_swap]

Time to buy #oil calls again.

-Positioning washed out
-SPR tapped out
-China looking to buy again
-Vessel traffic not enough to allow full production restart

[₿ΞΞnThereDoneThat Capital 賢い @BeenThereCap]

My chart of the day is from BofA by way of @agnostoxxx. I can add nuance.

LEVEL 1: In the last 6 months of the 1999-2000 DotCom bubble, every stock sector's returns except the bubble ones was negative, many strongly negative. Then *everything* reversed hard, and value investors were heroes for a decade.

LEVEL 2: But almost everyone today knows that history and is either wary of it or trying to replay it. That knowledge is already causing violent short-term counter-rotations like the last 2 days. (Semis index -13%, SaaS index +5% in 2 days!)

LEVEL 3: Today isn't even a bubble for some stocks -- they already have the revenues & earnings -- and the real-world bubble top isn't close anyway. That + #2 = we likely won't repeat the clean all-in, years-long rotation and years-long counter-rotation. I'm trying to own some clear AI winners, some stealth AI winners, some stocks miscategorized as AI losers, and some AI-impervious.

[Guv999 @Guv999]

Excessive money printing by most Central Banks all over the world have extended the bullish stock mkt cycles further but final outcome will be the same
😎👍🏻

[Aravind @aravind]

I see many are re-sharing the attached post now. But this was a very obvious thing for anyone tracking the semiconductor supply chain at the time. Anyway, what I want to say now is the price has not peaked yet.

- So if you definitely have to buy a tech product in 2026 or 2027, buy it now.

- Or wait and buy second hand - This or last year models at a lower price later when you really need.

- iPhones and other smartphones are next in line for price increase very soon.

- Maximize RAM as much as you can. Especially if it is non-upgradable soldered RAM.

- Entire consumer electronics industry is going to get squeezed by chips pressure. So TVs, smart devices, even cars may increase in prices.

[Valarian @Valarian11]

Cannabis hearings in the White House are starting on Monday. Stocks went up a lot when they talked about this years ago, now that things are moving (first medical, now recreational), the stocks are lying dead on the floor. Pick 'em while they're dead.
$OGI $CRON $SNDL $MSOS

[Guv999 @Guv999]

Hi all , macro idea is still the same , after current weakness in various mkts is done with over coming days, IMO Precious Metals, BTC & Cryptos , Dow & S&P Index, Nasdaq Index , large cap tech & semis, AI stocks all need good highs into later July /early August 2026 when exits will be needed as a significant correction will follow in USA & other global mkts after these highs.
😎👍

[Guv999 @Guv999]

#GOLD to USD 5000+ & #SILVER to USD 95-100+ (with minor corrections in between ) over coming weeks
😎👍🏻

[CH @Econimica]

we're not having a good decade (but next decade will be worse)...I'll give you one guess why.

[Uesae @Uesae_]

@Valarian11 Very nice, I have a bunch already

[Uesae @Uesae_]

So the correct move was to buy one week after saying this

[Uesae @Uesae_]

I simply cannot invest in this environment for now

[DAN KOE @thedankoe]

How to master any skill fast:

- stop studying
- outline a project
- start building it
- hit a roadblock
- figure out how to overcome it
- repeat 4 and 5 for the rest of your life

Most people don't get past 1, the rest spiral into complacency after 4.

[Uesae @Uesae_]

@yacineMTB I vibe coded a daily email report for my work and it's super helpful. It's configurable for watching different code and jira areas so I shared it with coworkers.

[🏴‍☠️ @calvinfroedge]

I guess just stop expecting things to make sense

[Uesae @Uesae_]

How it feels

[Uesae @Uesae_]

betting on oil again

[Uesae @Uesae_]

@toiletkingcap What about JETD round 2?
Surely people irl not on twitter don't know yet?

[Uesae @Uesae_]

@BidBird10 @Yellowbull11 Codex newsletters and a good cup of coffee = immaculate vibes

[Uesae @Uesae_]

betting on oil again

[Uesae @Uesae_]

@toiletkingcap Thanks king

[🚽 🤴JRR ToiletKing @toiletkingcap]

Insane