Jason Yu

[Jason Yu @jhyu]

@hodlthesetruths @realwillmeade it’s the next $GME. millennial parents have nostalgia and will bring their kids there in droves.

[Jason Yu @jhyu]

@rajeevaggarwall @PelotonHolder I don’t think he did this on his own volition without outside pressure from someone or some entity.

[Jason Yu @jhyu]

@BenLaBolt No. Coinbase did the exact same thing a year ago.

[Jason Yu @jhyu]

@filippie509 @C_S_Skeptic I’m talking specifically about Tesla. The loudest defenders are almost certainly all shareholders, however large or small.

[Jason Yu @jhyu]

@filippie509 @C_S_Skeptic people will believe what they want to believe if they have a financial incentive to believe it ie they’re shareholders. i don’t think it has a lot to do with lack of critical thinking - people will simply ignore facts if it’s inconvenient or detrimental to the stock

[Jason Yu @jhyu]

@bgrahamdisciple Sure I don’t know what the headline means by “canceled” but it’s certainly better for the CCP to hold Tesla hostage with the threat of a shut down rather than an actual shut down. That’s pretty much what they’re already doing.

[Jason Yu @jhyu]

@jerryteixeira it’s also filled with men and women who regret working too much which you could argue is the exact opposite problem.

[Jason Yu @jhyu]

@RMac18 because they print cash. it’s much weirder that Tesla’s market cap is within 10-20% of FB’s.

[Jason Yu @jhyu]

@davidsirota @mtaibbi raising the cap seems to be a simple middle ground between all or nothing…

[Jason Yu @jhyu]

@davidsirota a $200k income for a household in California is solidly middle class in a high cost/high tax state where a modest house is $1M

focus on relief for the middle class and curb deductions for the actual super rich.

[Jason Yu @jhyu]

@litcapital missing the laser eyes

[Jason Yu @jhyu]

@maxlayn @DrSepah wouldn’t say milk is that healthy either. there’s a lot of sugar in it too. cream is fine.

[Jason Yu @jhyu]

@funwithnumberz @thenewsoncnbc @CathieDWood @ARKInvest It’s a small trim. You can trim positions and still be very bullish.

My guess is she’s buying COIN on day 1 tomorrow and given they will likely be fairly correlated she needs to reduce her SQ and PYPL positions a bit to add it.

[Jason Yu @jhyu]

@funwithnumberz @thenewsoncnbc @CathieDWood @ARKInvest It’s not a pump and dump if the market 1) already knows she’s bullish on the names given her large well known positions in both and 2) the “dump” is just a tiny trim.

The $HIMS situation was an actual PnD imo. This isn’t.

[Jason Yu @jhyu]

@funwithnumberz @thenewsoncnbc @CathieDWood @ARKInvest i mean she’s a large known holder in both names. her going on TV and talking positively about them doesn’t surprise the market at this point, and a little trimming doesn’t signal any behind the scenes bearishness.

would be different if she bought something new & then went on TV

[Jason Yu @jhyu]

@funwithnumberz @thenewsoncnbc @CathieDWood @ARKInvest not sure - haven’t seen any clips of her talking about it. just an observation that her buys/sell activity in small caps, especially brand new positions, can move stocks more so than buys/sells in $100B+ market cap names.

[Jason Yu @jhyu]

@funwithnumberz @thenewsoncnbc @CathieDWood @ARKInvest i don’t think a tiny trim is that meaningful if she still has large positions in both.

she took a position in $HIMS post merger and it pumped big, and then sold out completely just weeks later and down ever since. imo that’s a bit more worthy of criticism than this.

[Jason Yu @jhyu]

@funwithnumberz @thenewsoncnbc @CathieDWood @ARKInvest is that really a meaningful amount of
selling? she has major positions in both. this is the tiniest of trims on a big up day for both.