G1_Capital

global tech fund PM

[G1_Capital @G1_Cap]

@TheShortBear Watching 10yr - if that breaks out - bad for whole mkt

[G1_Capital @G1_Cap]

@zephyr_z9 Nice

[G1_Capital @G1_Cap]

@CFlanders7 What’s the process to change system rules - is the question…

[G1_Capital @G1_Cap]

@ZaStocks V often though charts show a change before the fundamental news is out (at least more widely known)

[G1_Capital @G1_Cap]

@pepemoonboy how many is too many stocks in portfolio?

[G1_Capital @G1_Cap]

@elonmusk Resources bottleneck?

[G1_Capital @G1_Cap]

@CFlanders7 waiting for what signals?

[G1_Capital @G1_Cap]

@JaredKubin what's the lookback/measurement period for your regime classification - today's action?thx

[G1_Capital @G1_Cap]

@GavinSBaker There is ROI on owning and renting GPU, but inference is a subsidized activity. If taken as a whole - I’m not sure there is yet ROI on AI…

[G1_Capital @G1_Cap]

@TheShortBear How did 2025 turn out for you? Btw. Appreciate v much all your thoughts

[G1_Capital @G1_Cap]

@TheShortBear if I read you right - trust the LT fundamental value of biz, add in a falling trend not waiting for a base to form? i think you were adding $SE ca. 140$ mid November, when it was still in a downtrend, voilated 200sma etc . doesnt that ignore risk mgmt? if stock keeps falling

[G1_Capital @G1_Cap]

@4drant Which robot tool pls?

[G1_Capital @G1_Cap]

@TheShortBear What metric you have in mind for parabilic adoption on Eth?

[G1_Capital @G1_Cap]

@pmje73 @hfreflection Can you clarify, Bit confused- I think you said in a podcast that you trusted your analysts , they knew much more than you- in sectors you were not an analyst. So you weren’t able to do their job. Or do you refer to the process?

[G1_Capital @G1_Cap]

@firstadopter Do you post ideas at the start of the year?

[G1_Capital @G1_Cap]

@TheShortBear You’re holding those positions now I assume.
What’s your game plan if recession strikes between now and 2027? Always appreciate your thoughts

[G1_Capital @G1_Cap]

@ChrisCamillo @Byronn4561 @grok So left a lot on the table, even at today’s levels

[G1_Capital @G1_Cap]

@TheShortBear To early to call a bull mkt end with new dovish FED chair incoming

[G1_Capital @G1_Cap]

@elonmusk @nikitabier hi - can you put X lists in alphabetical order - when adding someone to my list? It’s by ‘date created’, with many lists it’s soooo annoying to go thru. Thanks!!

[G1_Capital @G1_Cap]

@Qullamaggie Single stocks short now or index/etf?