Wai Chan

[Wai Chan @dchanwai]

@DavidVance President Rubio

[Wai Chan @dchanwai]

@RealJimChanos @InvestNorthwise I saw your interview on neoclouds @RealJimChanos. Maybe you should do more homework on what exactly is $NBIS selling before you criticize their business model? Shorts may work for now but definitely not because they understand the company

[Wai Chan @dchanwai]

@FAHayekSays Liberty and security are not mutually exclusive. We cannot have liberty without security. Liberty is also not some ultimate value on its own, rather righteousness is. A morally sound society necessarily provides both liberty and security. This is what libertarianism misses.

[Wai Chan @dchanwai]

@BenSwann_ Is Hamas’ raping also part of their political agenda to release Palestinian prisoners @BenSwann_? By the way, are you still working for RT?

[Wai Chan @dchanwai]

@KobeissiLetter So that OpenAI can be Too “Big” To Fail, and when the inevitable insolvency comes, it can be bailed out by the public

[Wai Chan @dchanwai]

@jiahanjimliu In your software section, you first said Nebius is not SaaS when compared to Databrick which is SaaS; then later, you listed Databrick as one of the Neoclouds FinX is not aware of. Why such inconsistency?

[Wai Chan @dchanwai]

@RossKneeDeep “Finding evidence to fit your conclusion” fallacy. US is not perfect, but if only we start a list of all the problems Greenland or Australia have… I’ll just list one: imagine no protections from US, how long will Greenland begin speaking Russian and Austrians speaking Chinese?

[Wai Chan @dchanwai]

@HatedMoats Why would your cost basis have anything to do with your getting out or not? Had you had no position in $ADBE, would you buy now given everything you know about the stock? Sentiments and CEO succession are real risks, but do they outweigh business fundamentals and valuation?

[Wai Chan @dchanwai]

@siaxares Congrats to Trump, who just surrendered to a dead guy. Way to go, Donald, you are an embarrassment to your country.

[Wai Chan @dchanwai]

@AndrewKolvet For those who like this deal, how many 9/11 and Oct/7 attacks would need to be from this appeasement? How many civilians will have to be killed, tortured and raped by terrorists both inside and outside US so you can enjoy low oil price? Can you answer that @AndrewKolvet?

[Wai Chan @dchanwai]

@Jkylebass @JeffSonnenfeld @TIME “Imperfections in the MOU”?? @Jkylebass you are also committing this “motivated reasoning” I am afraid. You listed the victories we have won over Iran, but conveniently not mentioning all the terms of capitulation Trump surrendered to Iran despite our military victory.

[Wai Chan @dchanwai]

@DonaldJTrumpJr Congrats, for getting something we have had since 2015. Same as your incompetent and weak father paying for Hormuz to be opened after allowing IRGC to close it in the first place, effectively admitting Iran owns the Strait. Well done 👎

[Wai Chan @dchanwai]

@HatedMoats I know what these companies are doing. They are buying back their shares at 7x earnings, while their business is growing double digit with 30+% ROIC, from anybody who is stupid enough to sell at this price. Good for these companies

[Wai Chan @dchanwai]

@visegrad24 Same way you demanded unconditional surrender from Iran, Trump?

[Wai Chan @dchanwai]

@HatedMoats @GeorgyKuku Knowing everything you do now about $ADBE’s business (12% growth, 36% EBIT margin, 32% ROIC), including the so-called AI-disruption risk and leadership transition, when the company is offering to buy back your shares at this current valuation at 8x PE, would you sell?

[Wai Chan @dchanwai]

@tedcruz @SenTedCruz you should drop the pretense and just condemn Trump for this shameful blunder. It’s way worse to surrender to the militarily defeated enemy. It made US weak because our Commander in Chief is weak. It’s in this sense Trump’s capitulation is worse than JCPOA.

[Wai Chan @dchanwai]

@mitchellvii No, we are criticizing Trump and this disastrous “deal” BECAUSE of our military successes. How can someone winning the war ended up surrendering to the loser?! With the money (300+100bn, oil revenues, and tolls), Iranian regime will rebuild its lost military assets and more.

[Wai Chan @dchanwai]

@0ivankaTrump1 D

[Wai Chan @dchanwai]

@nytchinese Shame on you, NYT 👎

[Wai Chan @dchanwai]

@RandPaul No matter what the costs are?