hodlthefuture

🇮🇹 first-generation 🇺🇸 identifying trends since age 11. Dad watched CNBC, lost money to feed family. I invest like a pro. perma bull not financial advice 🤠

[hodlthefuture @hodlthefuture1]

wise if they just wait to do m&a later

[staysaasy @staysaasy]

Think different

[hodlthefuture @hodlthefuture1]

Alphabet’s personal intelligence feature is solid

very helpful to point, ask for information from my saved files, and optimize research

$goog

[hodlthefuture @hodlthefuture1]

that's crazy

[Department of War CTO @DoWCTO]

Enemies of America have been put on notice. 🇺🇸

[hodlthefuture @hodlthefuture1]

@chamath Where does Taiwan fit? Do we defend it?

[Eric S. Raymond @esrtweet]

Massive purge of the military going on in China. @ELuttwak asks why, here's my answer. I'm not a China expert, but I think this is a case in which pretty much anybody can read the tea leaves.

Chairman Xi has been winding up for the seizure of Taiwan by invasion or blockade for a long time. Recently, several converging lines of evidence that suggested that China is going to jump in 2027. I think that was the plan.

But. China's military is vastly corrupt, and its readiness to mountain amphibious invasion an order of magnitude more difficult than complex than Normandy is at best highly questionable.

I think Xi has been asking hard questions and has figured out that the generals have been shining him on, telling him pretty stories about Taiwan being a walkover when it's likely to be anything but.

Xi is an old man. He sees that the chance to reunify China before he dies slipping away. He's probably smart enough to have figured out that if the rate China's population is collapsing, the window during which it will be possible at all may close within a decade anyway.

Xi is pissed, and the generals are feeling his wrath.

[hodlthefuture @hodlthefuture1]

Goodnight. Enough tweets for another few months 🫡

[hodlthefuture @hodlthefuture1]

With unemployment data still boring, tariffs on a 90 day hiatus, and AI advancing.. another +50% seems likely on $SOXL

Slow grind probably, but let’s see if we get another break out. V shape recovery’s never disappoint

Give me another 🏔️ to climb

[hodlthefuture @hodlthefuture1]

2027 is the estimate. 🇨🇳 holds a very powerful card. Position yourself accordingly after earning 20%+ yearly for the last 6.. 🤫

[hodlthefuture @hodlthefuture1]

🥱

[TFTC @TFTC21]

US Treasury Sec. Scott Bessent at Davos: "The single biggest threat to the world economy is that 97% of advanced chips are made in Taiwan. If that island were blockaded, it would be an economic apocalypse."

[hodlthefuture @hodlthefuture1]

Wild theory but Trump is doing this (Venezuela, Cuba, Greenland) preemptively because we can’t do it after 🇨🇳 invades 🇹🇼

Might as well do our democratic version of it. Russia already did 🇺🇦..

We all just taking turns 🤝🏼

[hodlthefuture @hodlthefuture1]

Airdrop protest supplies, non-lethal defensive equipment, and food/med supplies and I bet you Cuba falls in three days.

[hodlthefuture @hodlthefuture1]

@SawyerMerritt Anyone know which flight this was?

[hodlthefuture @hodlthefuture1]

It’s still too far away until any real growth can be realized. SBC dilutes the stock everyday, so why own an expensive EV car business? You also saw Cathy shed some of her Tesla position.

In the meantime, it’s a great stock to be in and out of short positions until.. robots 😂

[hodlthefuture @hodlthefuture1]

Up 15% on a Tesla short via $TSDD

The car business is under severe stress. Gas prices are $2-2.50 in major metros. You can buy a 54 mpg Toyota Corolla starting at $26k compared to $40k for a Tesla. With $2 gas, electricity is more expensive in some metros compared to the Corolla

[hodlthefuture @hodlthefuture1]

Everyone says robotics. Even if so, you don’t think the stock can fluctuate in valuation until it shows?

FSD last mile is so tough and infrastructure is proving that it’s still far away. Tesla still tapping Sony for improved cameras. Robots in the home? $IRBT just went under.

[hodlthefuture @hodlthefuture1]

In times of prediction markets, I’d love to be an insider with a non-KYC crypto wallet 😭

[Kyle Chan @kyleichan]

China apparently has a working prototype of an EUV lithography machine.

- Secret lab in Shenzhen
- Team of former ASML engineers
- Reverse-engineered parts
- Yet to produce working chips
- Deep involvement by Huawei
- Aiming for use by 2028-2030
https://t.co/xZYwQ9Zywe

[hodlthefuture @hodlthefuture1]

@jukan05 @grok simplify in laymen’s terms

[hodlthefuture @hodlthefuture1]

silent depression

https://t.co/7OjwmRvyao

[hodlthefuture @hodlthefuture1]

@brandonmoretz @SpencerHakimian Impacts hiring decisions of uni grads tho

[hodlthefuture @hodlthefuture1]

@georgeregnery @SpencerHakimian No high talent gets paid $60k 😂