jonwayne235

Early retired mid-thirties physician

[Alex @Alex_Intel_]

@XYang2023 Share spend for frontier models continue to gain share. I don't see that abating. Gap with open source likely widens until China gets more compute

[jonwayne235 @jonwayne235]

@halfblindmonkey @insane_analyst this must be positive for $LITE. Seeing bullish 1400 contract trades today: $860 call 5/15/26, $620 call 4/2/26, itm $700 puts sold 5/15/26

[jonwayne235 @jonwayne235]

@adamkhootrader QQQ has beaten your returns both YTD and in the long term. You did all this “work” and couldn’t even beat an index fund, plus you endured huge drawdowns too…https://t.co/cx8qsZE9hr

[jonwayne235 @jonwayne235]

@RHchilipeppers @investing_bear I don’t own them, invited by others

[jonwayne235 @jonwayne235]

@RHchilipeppers @investing_bear If only i not only took profits on the way up but also shorted UPST based on my research back then….I had a max portfolio drawdown of like -60% in 2022

There are private Discord and slack groups i sometimes chat in about it

[jonwayne235 @jonwayne235]

@RHchilipeppers @investing_bear Making gains my own way 😜. For 2023 was up +300% (pretax). With AMZN and META earnings yesterday, I am up about +30% for YTD 2024 (pretax)

[jonwayne235 @jonwayne235]

@investing_bear I had 80% allocation to SMCI last year in at $160 but sold it all at $220 one month later, for paltry gains in comparison…

[jonwayne235 @jonwayne235]

@DanDoesTrade @Citrini7 This is fraud? Maybe you need a dictionary

[jonwayne235 @jonwayne235]

@DanDoesTrade @Citrini7 Which part of that is fraud?

Did you read the entire post by Clay Pascal at all…look at its title.

Do you know what “supply and demand” economics is?

[jonwayne235 @jonwayne235]

@investing_bear Are you something like 80% cash at this point? I myself went 100% cash 2 days ago and added small amount of index puts yesterday (which already aren’t doing well, with VIX implosion on opex)

[jonwayne235 @jonwayne235]

@davey_juice @CarlosL98728494 I mean, I avoided a -40% drawdown on $S earnings, and am +18% green on the trade instead. Had I held S long term, I would be -28% from June 1. That difference compounds the portfolio over time

[jonwayne235 @jonwayne235]

@CarlosL98728494 @davey_juice Everything is basically a trade to me now, at least since February when I gave up on buy and holding “the best” businesses as a strategy

[jonwayne235 @jonwayne235]

@darshan_taras No what I mean is my own personal returns feel unsustainable, so trying to be conservative for rest of year now and protect gains. Pretty much I’m acting on emotions rather than the merit of the underlying positions i hold

[jonwayne235 @jonwayne235]

@ShmoCitibeach Congrats- you are doing really well! Wish I heard/heeded your advice if you had expressed it last year on the board

[jonwayne235 @jonwayne235]

@ShmoCitibeach Thanks. I can understand how it can appear unwanted to some. I do share my trading activities almost daily with some folks on slack and discord so it didn't really occur to me about those who aren't in the chats.

[jonwayne235 @jonwayne235]

@ShmoCitibeach That's the 1st link to my post reply 13 days ago at +58% YTD. Then yesterday, I hit 114% YTD. https://t.co/fIzKstrciq
This whole twitter with links to those two posts were included on Saul's in a reply I wrote today, you just simply click on the tweet...https://t.co/KiPlTaYAEf

[jonwayne235 @jonwayne235]

My portfolio is pretty much off topic for Saul’s board but had written here instead:
13 days ago https://t.co/upe934qcv0

And today https://t.co/T5jlpoAte9

[jonwayne235 @jonwayne235]

@ShmoCitibeach I did share the bad. I wrote about how far down I was. In my board post reply, if you did the math you'd find that on Jan 1, 2023 I was down -50% from Dec 31, 2021. "+58% YTD (but still down a nasty -20%, from the end of 2021)" https://t.co/L2xGWww5OH

[jonwayne235 @jonwayne235]

@ShmoCitibeach Not as a separate original post thread