Junayed

Founder @Quantarus

[Junayed @Junayedxp]

"Every equity bubble ends as a credit bubble before it collapses." - Junayed

[Junayed @Junayedxp]

I'm Buying $UNH $ADBE $NFLX $HIMS

[Junayed @Junayedxp]

Like I said.

[Junayed @Junayedxp]

Shorting This Meme Stock

[Junayed @Junayedxp]

You are overlooking how severely Iran's public infrastructure, schools, healthcare system, and the daily lives of ordinary people have been affected by the U.S.-Israeli attacks. You are also underestimating the importance of the Strait of Hormuz and the impact its disruption could have on the global economy.

[Junayed @Junayedxp]

Tokenized gold will be bigger than tokenized dollars.

[Junayed @Junayedxp]

Shorting This Meme Stock

[Junayed @Junayedxp]

England will win the 2026 FIFA World Cup. Harry Kane will win the Golden Boot. And on 26 October, he'll be lifting the Ballon d'Or in London.

[Junayed @Junayedxp]

Google is a company worth $10 trillion.

[Junayed @Junayedxp]

Bernstein is bearish on Kioxia because they think NAND profits are near a cycle peak and won't be sustainable long term. Their thesis is that supply will eventually catch up, margins will fall, and the stock is being valued on peak earnings rather than normalized earnings.

But one thing they don't realize is that we're in the AI cycle now. 90%+ of AI-related stocks will likely continue rising over the year. The correction and reality check will come later, when many of these companies fail to meet the massive expectations investors have priced in.

[Junayed @Junayedxp]

Bitcoin