Alamentarius

Professional investor/trader beating Nasdaq/S&P500 by wide margin over many years

[Alamentarius @alamentarius]

Market will give a tradeable low by Tuesday April 8th. Amazing opportunities this week $SPX $SPY $ES_F

[Warren Pies @WarrenPies]

Historically, semis were priced as a cyclical industry. As margins peaked, P/S ratios would fall.

Over the past year, though, semi multiples have exploded as margins hit all-time highs.

Either the industry has become less cyclical OR it is a sign of exuberance.

[AST SpaceMobile @AST_SpaceMobile]

Encapsulation complete.

BlueBirds 8, 9, and 10 are now secured inside Falcon 9's fairing ahead of launch.

A stacked configuration powered by advanced carbon fiber structures, engineered to withstand ascent forces comparable to carrying a fully loaded space shuttle orbiter during launch. 💪

Next stop: launch. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Alamentarius @alamentarius]

@RJCcapital 🤡

[Alamentarius @alamentarius]

@ewarren 🤡

[Alamentarius @alamentarius]

@GavinNewsom Actually @elonmusk is a trillionaire for same exact reason people are struggling to pay for groceries - central bank inflation. Leftists like you distort truth for your political benefit to appeal to misinformed masses

[Alamentarius @alamentarius]

@Dynamor6 @Reformed_Trader He does decent job but again a few weeks ago he was putting out 800 PT for 2027 now hes worried when its below 82 because of w moving average. Being purely a momentum trader is very limiting.

[Alamentarius @alamentarius]

@BigCheds lol but? NVDA or SNDK to now is everything BTC was supposed to be

[Alamentarius @alamentarius]

@financialjuice LOL

[Trader Theory @tradertheory]

Legendary trader Paul Tudor Jones:

"I had this friend, he could take $2.5k and run it to $2 million."

[Brian Shannon, CMT @alphatrends]

I wish everyone would quit calling uneducated (dumb) money in the market "retail" as if to imply institutions are so smart.

There are a lot of smart individuals who consistently outperform the market and there are many big name institutions who fail miserably.

Let's just call it what it is, smart money and dumb money.

[Alamentarius @alamentarius]

@Tekeee This was true 15-20 years ago before the great monetary inflation

[Alamentarius @alamentarius]

@anandragn @FranVezz 🎯

[Alamentarius @alamentarius]

@Jason This tweet might be your 2nd best accomplishment after investing in Uber. Well done

[Alamentarius @alamentarius]

@Reformed_Trader overdone

[Alamentarius @alamentarius]

Did anyone else see it coming? Definitely not most bitcoiners @Pentosh1

[Alamentarius @alamentarius]

Really sad to see the diminishing returns in Bitcoin since institutional capturing of market with ETFs. With every 4 year cycle, Bitcoin has essentially gone from a extremely high return, low friction microcap, to a high return small-mid cap, to a slower-and-choppier return megacap now on par with Mag7 names and QQQ returns.

It hasn't even been able to double from old cycle high of 69,000 that was set 4 years ago in November 2021. This used to be an asset that was the fastest horse, now its controlled and coupled in line with boomer indices - stripped of its untamed power and domesticated in terms of returns.

The most interesting thing is how the bitcoiners are still anchored to prior cycles and prior return expectations not realizing that an asset going from 2T to 20T will take much longer than they expect.

To me, the pain trade is being right about Bitcoin hitting 1M but it will take so long it much longer and more frustrating path to get there. Biggest pain scenario would be a lost half-decade type scenario from 2021 to 2026. I think in the next crypto winter, we could see @saylor
hit breakeven on his $MSTR holdings since he keeps raising his cost average.

Hopefully Bitcoin can return to its former glory as we enter the cycle topping phase in Q42025/Q12026, but it's such a consensus and crowded idea now too. Will be interesting to see how it plays out.

@Pentosh1 @caprioleio

[Alamentarius @alamentarius]

#Bitcoin

[Alamentarius @alamentarius]

Bitcoin people used to be some of the smartest people earlier - a selective group that understood macro, trading, computer science, economics, game theory etc - now it's turned into a cesspool of degenerates and low IQ celebs, grifters, real estate scammers, broke former athletes, and lower income hopeless people who think they will win a million dollar lottery overnight.

You get the returns you deserve and Bitcoin has a negative return over the last 320 days and is barely doing single digits returns a year since 2021 adjusted for inflation.

[Alamentarius @alamentarius]

@hiddensmallcaps Very easy to improve SSS from where low base.

You are missing the fact that its a new product and a new price . It's a game changer for them

[Alamentarius @alamentarius]

All @saylor has to do is dissolve the BTC preferred products $STRC $STRF $STRD to salvage $MSTR and create a short-term low #Bitcoin even - but will his IQ be high enough to backtrack and go back to the old strategy? I am not so sure

[Alamentarius @alamentarius]

Having $MSTR go up as one of the leading stocks wasn't enough for @saylor - his greed to launch these BTC fixed income turd products $STRF $STRD $STRC etc has accelerated his demise. A nice case study in greed and how expansionist policy is the downfall of many leaders throughout history when they bite more than they can chew.

His ponzi is starting to get some kinks in the armor- but probably has relief and one more hurrah before a larger unraveling in 2026-2027

[Alamentarius @alamentarius]

As I said in 2025 - launching the preferred stocks $STRC $STRD $STRF was a very poorly thought out move by @saylor unfortunately his IQ was not high enough to understand $MSTR #Bitcoin

[Alamentarius @alamentarius]

Having $MSTR go up as one of the leading stocks wasn't enough for @saylor - his greed to launch these BTC fixed income turd products $STRF $STRD $STRC etc has accelerated his demise. A nice case study in greed and how expansionist policy is the downfall of many leaders throughout history when they bite more than they can chew.

His ponzi is starting to get some kinks in the armor- but probably has relief and one more hurrah before a larger unraveling in 2026-2027