EK

Charlie Munger fan. On the way to a billion dollars

[EK @ccjdjff]

We can’t keep getting away with this

[EK @ccjdjff]

Im thinking about buying $USO at these levels

[EK @ccjdjff]

We added $XLV $GDX $XLI today

[EK @ccjdjff]

There’s no one shilling the name

[EK @ccjdjff]

I’m a huge fan of $VIA

[EK @ccjdjff]

This was the actual stock market peak. What did they know? Bitcoin topped at the same time as well

[Barchart @Barchart]

Almost 80% of S&P 500 stocks declined today, which is the worst day of market breadth ever recorded, while the $SPX was making new all-time highs 🚨🚨

[EK @ccjdjff]

The stock market seems to be entering the more advanced sell off stage where value won’t be enough. $SPLV $GLD start outperforming

[EK @ccjdjff]

This is all the technical analysis anyone needs. The more u zoom in the chart the more useless it becomes

[EK @ccjdjff]

MAGS/VTV is forming the most perfect head and shoulders. Value stocks will outperform for the next few months maybe even years

[EK @ccjdjff]

$XLB we remain long

[Bloomberg @business]

The US Army will allow several companies to build critical minerals processing plants at military bases around the country as part of a Trump administration push for more domestic production. https://t.co/g6VCBE4uCI

[EK @ccjdjff]

@matthughes13 @CrypticTrades_ https://t.co/pCMyXK0El3
Don’t get your hopes up

[EK @ccjdjff]

Bitcoin won’t bottom till October 2027

[EK @ccjdjff]

Im thinking about buying $USO at these levels

[EK @ccjdjff]

$CRBS is getting much much cheaper. It’ll make people alot of money at some point

[EK @ccjdjff]

If u like US tech u need to own these

$CBRS
$SMTC
$HPE
$AVGO

[EK @ccjdjff]

No one knows any of these companies including myself that’s why we own it $CQQQ $KSTR

[ETF Tracker @TheETFTracker]

Here are the largest holdings in the KraneShares SSE STAR Market 50 Index $KSTR ETF

Cambricon Technologies: 10.83%
Montage Technology: 8.86%
Hygon Information Technology: 8.73%
Advanced Micro-Fabrication: 6.88%
Yuanjie Semiconductor Tech: 5.48%
Biwin Storage Technology: 4.79%
Piotech: 4.78%
Verisilicon Microelectronics: 3.79%
Hua Hong Grace Semiconductor: 3.73%
Hwatsing Technology: 2.95%
Supcon Technology: 2.59%
Skyverse Technology: 2.03%
ACM Research Shanghai: 1.80%
National Silicon Industry: 1.75%
Shanghai United Imaging: 1.68%
Beijing Kingsoft Office: 1.46%
Nexchip Semiconductor: 1.45%
Shengyi Electronics: 1.52%
United Nova Technology: 1.44%
Suzhou Centec Communications: 1.36%
Amlogic Shanghai: 1.35%
China Resources Microelectronics: 1.29%
QuantumCtek: 1.07%
Shenzhen Transsion Holdings: 1.01%
Loongson Technology: 0.97%
Smartsens Technology: 0.95%
Western Superconducting Technologies: 0.90%
Advanced Micro-Fabrication (2nd listing): 0.84%
ASR Microelectronics: 0.83%
Shanghai Allist Pharmaceuticals: 0.76%
Moore Threads Technology: 0.72%
Jinko Solar: 0.69%
Trina Solar: 0.67%
Beijing Roborock Technology: 0.66%
Ninebot: 0.65%
Shanghai Bochu Electronic: 0.64%
Sichuan Biokin Pharmaceutical: 0.62%
Bestechnic Shanghai: 0.62%
Geovis Technology: 0.60%
Guobo Electronics: 0.60%
CSI Solar: 0.54%
APT Medical: 0.54%
Cathay Biotech: 0.53%
Metax Integrated Circuits: 0.51%
Zhuzhou CRRC Times Electric: 0.50%
AVIC Chengdu UAS: 0.50%
Galaxycore: 0.49%
Everdisplay Optronics: 0.43%
Xinjiang Daqo New Energy: 0.41%
China Railway Signal & Communication: 0.34%
Cash: 0.18%
Chinese Yuan Renminbi: 0.18%
China Railway Signal & Communication (2nd listing): 0.06%

Disclosure: KraneShares in a WOLF Financial Partner. This is just for informational purposes

[EK @ccjdjff]

Again people thought I was a troll and I got blocked by some Finfluencers

[EK @ccjdjff]

@TheProfInvestor Soon they’ll go from being called Mag7 to Bag7

[EK @ccjdjff]

People thought I was rage baiting. Welcome to 50k Bitcoin

[EK @ccjdjff]

Bitcoin won’t bottom till October 2027

[EK @ccjdjff]

Bitcoin is telling us that there’s no rate cuts in the pipeline. That’s why I haven’t talked about it much

[EK @ccjdjff]

@chad_ventures It still hasn’t hit my target of $1000 so I think lower

[EK @ccjdjff]

We’re long $KSTR $CQQQ

[深惠情报局 @Pencil4448]

摩根士丹利：大幅上调中国人形机器人出货预期

[EK @ccjdjff]

We’re adding $KSTR (China Tech)

[EK @ccjdjff]

They could have done this 3 months ago…..

[Jukan @ICML @jukan05]

SK Hynix ADRs are scheduled to list on Nasdaq on July 10.

[EK @ccjdjff]

Just based off this chart $SPY should be trading at a hefty discount to current prices

[Tracy Alloway @tracyalloway]

Hyperscaler free cashflow projections via Charlie McElligott at Nomura: