Fajar Suryo

kebutuhan beropini lebih besar dari kebutuhan untuk makan, betul?

[Fajar Suryo @fsryh]

Halo sobat twitter, ku butuh bantuanmu. Bila kamu, investor di pasar modal (saham) Indonesia, selama masa pandemi COVID-19 lalu, sudi lah isi kuesioner untuk tesisku ini. Topiknya tentang dampak pandemi COVID-19 pada psikologis Investor. terima kasih 😘https://t.co/6bK6rvb23F

[Pink Bourbon @pinkbourbon8898]

Some of my wealthiest friends and relatives don’t follow markets at all. No charts, no thesis, no screener. But they own BBCA. And their strategy is almost embarrassingly simple: if it drops more than 10% from their average, they buy more. That’s it. No stop loss, no scenario analysis, no ikut ikutan kelas.

And honestly? For them, it works. Because BBCA is a small slice of a much larger picture. Their real wealth sits in property, business equity, private credit. The stock portfolio is almost recreational. So the psychological math is completely different. A 30% drawdown on something that represents 3% of your capital is not the same animal as a 30% drawdown on something that represents 60% of your liquid savings.

Position sizing changes everything about what the right behavior is.
The “jangan cut loss, company bagus akan balik” logic is not universally wrong. It’s wrong when the position is too big relative to your total capital and your ability to stay solvent, patient, and rational while it bleeds. For someone with deep pockets and a 5% stock allocation, averaging down on BBCA is a completely reasonable strategy. For someone with 80% of their savings in one or two names, the same behavior is a slow liquidation of their financial future.

And this is one of the most common mistakes traders and investors make. They watch a conglomerate, a family office, or a big institution hold through a 40% drawdown without flinching, and they think “okay, that’s the move.” What they don’t see is that the conglomerate is only deploying 1 to 2% of their total capital into listed equities. The rest is in operating businesses, hard assets, and private structures that don’t mark to market daily. They’re not being brave. They’re just playing with money that genuinely doesn’t hurt if it disappears. Copying the behavior without copying the balance sheet is one of the most expensive mistakes in investing. You’re mimicking the surface. Not the structure. (example : orang X liat #NETV diakum di 120-150 lalu junam ke 70)

This is why copying the behavior of wealthy investors without copying their balance sheet construction is dangerous. You see the action. You don’t see the context that makes the action safe.

The real lesson here isn’t “cut loss always” or “hold always.” It’s: know what role each position plays in your total picture, then decide the rules accordingly. Most people skip that step entirely. They just react.
Mereka yang tajir tadi bukan gak ngerti risk. Mereka ngerti banget. They’ve just structured their life so that one position going wrong doesn’t change anything. That’s the actual edge. Bukan strategi-nya. The architecture underneath it.

[Fajar Suryo @fsryh]

@Cheytax_1 🤣

[Banana Republic @JungleReportFi]

The oldest Gorilla in the room has been quietly selling stocks for 11 straight quarters.

Told nobody why.

Just sat on $381 billion in cash and watched everybody else dance.

Last time he did something like this — it was 2007.

You remember what happened in 2008?

The market is priced like everything is perfect.

Buffett is positioned like something is about to break.

Those are two very different opinions about the same jungle.

Baby Monkey is still buying the dip.

Monkey is watching where the oldest, most patient Gorilla in the room is pointing his feet. 🍌

[Kang Ritel @kr39__]

1% ownership dashboard based on KSEI data
Feel free to check it here:

https://t.co/nozufQC75t

Thanks to @AskPerplexity for the amazing Perplexity Computer

[Cody M 🇺🇸🇲🇨🏴‍☠️ @codym1917]

Jews running to germany for safety.

God has a sense of humor.

[Anime Posts @AnimeePost]

Yosuke Takada’s excellence in camera positionning and perspective scalling 😮‍💨

[Michael Sikand @michaelsikand]

WHAT DID I FUCKING SAY.

[Elie Habib @eliehabib]

🌍Long day for worldmonitor[.app]
Sad news all in all, I hope it ends asap
But you all are monitoring the situation pretty well ! Unbelievable record traffic, thank you all !

Built a lot (I need sleep), and tell you what I built:

1. Tracking of all attacks across all countries

[Fajar Suryo @fsryh]

@eliehabib Thanks a lot of your works for the universe ❤️🇲🇨

[Gaurab Chakrabarti @Gaurab]

Toto isn't even the most extreme example: Ajinomoto makes MSG. Their amino acid research produced the insulating substrate in virtually every high-end GPU. 95% global monopoly. In 2021 the chip shortage bottleneck wasn't silicon, it was Ajinomoto's film. Japan holds majority share in 14 critical semiconductor materials. The sintering process that creates a non-porous toilet is the same one that creates a contamination-free wafer chuck. The most critical layer of AI infrastructure is controlled by companies that make toilets, MSG, and window glass.

[Ray Dalio @RayDalio]

https://t.co/tjmbT5ytUN

[Fajar Suryo @fsryh]

@lordjewawut @ItsBione @PradonoNovaldo @DNothing_0 @lifechanging888 @brohj88 @Ottw77 Ini tuh platform apa mas?

[Fajar Suryo @fsryh]

@michaeljburry @grok deep dive, a correlation to IHSG and Indonesian stocks market.

[MickΞy M @mickeymrdt]

✨Gila sih, dengerin deh. Ada satu akun X namanya @0x58bro , followers-nya nggak sampe 250 orang, bener-bener under the radar.

💎Tapi pas cek portofolio dia di Hyperliquid (HL) apakah ini temennya @Hyperliquid_IDN , it’s literally insane!

➡️Followers Minimalis, Profit Maksimalis: Followers di X cuma <250 orang, tapi trading skill-nya level dewa. Dia buktiin kalau real alpha itu nggak perlu clout.

➡️The Big Short: Lagi floating profit $5 JUTA hasil nge-short altcoins kayak ENA, ETH, dan LTC. Dia bener-bener panen di saat market lagi berdarah.

➡️Funding Farming: Sambil nunggu position-nya cuan, dia dapet $186K cuma dari setoran funding fee trader lawan. Literally dibayar buat nunggu!

➡️Legendary PnL: Lifetime profit dia nyentuh $26 JUTA. Ini bukan hoki setahun-dua tahun, tapi emang strategi yang solid parah.

➡️The "Jaksel" Vibe: Nggak butuh pamer di Senopati, cukup diem di kamar, buka Hyperliquid, dan print money sambil low profile.

Ciakakakak definisi silent billionare gk ciehh Ciakakaakka😁😁

[Fajar Suryo @fsryh]

@indicatorfn @grok Anying

[Fajar Suryo @fsryh]

@Jaxweah @grok Fakkkkkkkkkkkkkkkkyu @grok

[Fajar Suryo @fsryh]

Woooowww

[Fountaine 🇮🇩 @Fountaine30]

It has been brought to my attention that this "FDI" consist mostly of nickel smelter,

which creates fewer jobs.

So I would like to apologize....

FOR NOT GIVING A FUCK, because this is good, actually.

Because "The Habibie Trap"

Yes, that Habibie

Hol on, stay with me now 👇

[Fountaine 🇮🇩 @Fountaine30]

It has been brought to my attention that this "FDI" consist mostly of nickel smelter,

which creates fewer jobs.

So I would like to apologize....

FOR NOT GIVING A FUCK, because this is good, actually.

Because "The Habibie Trap"

Yes, that Habibie

Hol on, stay with me now 👇

[Chris Thorogood @thorogoodchris1]

WE FOUND IT! We trekked day and night through tiger-patrolled Sumatran rainforests accessible only under permit for this: Rafflesia hasseltii. Few people have ever seen this flower, and we watched it open by night. Magic.