kaychoon

My cats made me invest so that they can always have wet food. Even cats need upward social mobility.

[Jeff Sun, CFTe @jfsrev]

Principle 1:
Concentration, Not Diversification: Focus on your few best ideas

Principle 2:
Position Sizing, the Lesson From Soros: Size positions by conviction - go big when the thesis is strong, small when in doubt.

Principle 3:
Preserve Capital, Cut Losses Fast: Cut losses without ego when your thesis proves wrong.

Principle 4:
Flexible Ego, Willing to Change Your Mind: Be willing to know when you are wrong, and admit you are wrong.

[Zach Yek @zachtheyek]

Malaysians have a word for politicians who switch parties: katak — frogs. 🐸

So I built the receipts.

Lompat — every party-hop in Malaysian politics since 1955, searchable. Type any name, get their full trajectory. The whole Sheraton cast is in here:

https://t.co/dh7I6VX6pc

[kaychoon @kaychoon]

@theterk Thought of this when you were talking bout the 5060 choking.

That would be an awesome sight if the case does that.

[kaychoon @kaychoon]

@mkfilko Maybe the crowd followed you over to $IQE

[Vincent @Vincent_AINotes]

刚看了一段伯克利工程学院的毕业典礼演讲，是今年看过最打动人的一段视频

演讲者收到伯克利博士录取通知的时候，96岁的奶奶跟她说："我很为你骄傲，但我不想让你走。因为我不知道我还能不能再等五年，看到你博士毕业。"

她说从那一刻开始，她一直在想一个问题：一个PhD的重量到底是什么？

不只是论文和答辩。是导师的指导，是实验室里无数个孤独的夜晚，是家人替你承担的那些你看不到的代价

她的奶奶成长在动荡年代，连小学都没读完。但今天她坐在台下，看着孙女成为博士

演讲里有一段话我反复听了几遍：工程是人类最古老的职业之一，从石器到蒸汽机到今天的AI。我们有建造和定义时代的力量，但每个系统背后都是真实的人生，每个决定都有重量

现在AI这么热，大家都在聊模型多强、效率多高。但偶尔需要有人提醒一下：技术最终是服务于人的，不是反过来

她最后说，她设计传感器的时候，总会想象奶奶生活在这个技术世界里

[kaychoon @kaychoon]

@localrkyt Offer to TUDM / ATM for live round target practice?

[kaychoon @kaychoon]

@TheProfInvestor Sleeping beauty waking up?

[Wall St Engine @wallstengine]

Goldman no longer expects the Fed to cut rates this year after stronger-than-expected labor data.

The bank pushed its final two expected cuts to June and December 2027, from December 2026 and March 2027.

Goldman still views hikes as unlikely, but raised the probability of modest hikes to 20% from 10%.

[Prof @TheProfInvestor]

I cannot emphasize this enough. If you score 2-3 times a year- you can make a decade’s worth of return in a year. Do this for 5 years- You can literally change the entire trajectory of your new few generations.

Every year one big correction comes, you nail down that dip. Easiest money you will make.

Then you have the mini pullback, when price drops below key EMAs and reclaims. Thats when you enter fav stocks at key levels.

Feb to April- Big correction
April to June- Easy money
June - The first dip
Next? You see money moving around but market gets back to an uptrend.

Thats fuckin it guys.

[kaychoon @kaychoon]

@Kaizen_Investor Ah no wonder it had a bigger dip than all my other items.. thought I need to let it go because it’s weak.

[Prof @TheProfInvestor]

update: Trying to trap more retail.

Never trust brokers, analysts, news, institutions.
After 5 years in you will know.
After 10 years in you will do opposite.

[kaychoon @kaychoon]

@kholov23 Farting creates lift. Need more 💨

[Ayar Labs @AyarLabs]

Today, @AyarLabs announced it has joined the @nvidia NVLink Fusion ecosystem, introducing co-packaged optics as a foundational building block for hyperscalers and system innovators deploying heterogeneous compute in NVIDIA AI factories.

Press Release:
https://t.co/vNhVcHzLIA

[kaychoon @kaychoon]

@ruth_capital @Don7Spy Holding $TE for solar. My closest drone exposure was $OSS. That has closed and rotated. Too heavy in semi 🫣

[kaychoon @kaychoon]

@ruth_capital @Don7Spy Are we still watching for scam split?

[kaychoon @kaychoon]

`

[kaychoon @kaychoon]

I was asked on when to take profit for a stock today.

Honestly I now understand why nobody will give a direct answer.

Not because we don't want to.

Because it's not straight forward.

Asking such also means you have not fully develop your method and strategies

/1

[kaychoon @kaychoon]

Your anxiety level is your risk tolerance

If you are anxious....

1. Your choice of stock is too volatile
2. Your position too big.
3. You didn't sell enough 😁

Everybody is different.