Ken Chiu

Entrepreneur/investor and “funemployed”. Disclaimer: The information provided is NOT financial advice. I am not a financial adviser, accountant or the like.

[Ken Chiu @kcc582]

@KingKong9888 Doomberg thinks they could have listed spacex at such a high valuation to specifically generate a lot of capital gains tax receipts (hundreds of billions) which helps with the deficit. Unfortunately though socializes all the losses from overpaying amongst 401ks.

[Ken Chiu @kcc582]

@KingKong9888 Wow Chinese insurance companies might surprise with increase to 5% allocation! https://t.co/0Dt9WlPEeU

[Ken Chiu @kcc582]

@KingKong9888 Amazing! Lets see if the gold revaluation prediction is correct too..that would be incredible..

[Ken Chiu @kcc582]

@SCapStrategist Isn’t the US only ~7% of physical worldwide gold demand? So while the US can significantly affect gold price in a 3 month time span due to gold being priced in USD, over multiple years it has less of an impact?

[Ken Chiu @kcc582]

@Henrik115 @spirit_raccoon If you look under 2027E it says under other current assets 109.7

[Ken Chiu @kcc582]

@Henrik115 @spirit_raccoon My base case is they extend the bond again, as I'm sure they talk with H&P and this is their latest research: https://t.co/pqZ3JnQoWz

[Ken Chiu @kcc582]

@Henrik115 @spirit_raccoon I agree but the question is if they become mid tier or senior producer, will they IPO that and then try to roll up STGO with the larger company, and if so will we get a fair share price? If share price stays depressed my concern is that it would be okay but not great.

[Ken Chiu @kcc582]

@Henrik115 @spirit_raccoon I’m super bullish on STGO, as it’s extremely cheap, maybe PE ~1.5 right now & when ATO 2 goes live likely PE <1 from today’s mkt cap. But main concern is are we actually going to get those FCF per share or will the FCF be stuck inside the company & STGO stays boroo’s piggy bank?

[Ken Chiu @kcc582]

@rohindhar I toured that and it was of course very nice but lack of balcony was a big issue IMO, felt trapped.

[Ken Chiu @kcc582]

@BULLReturns Exactly and don't forget the >13% has to be after tax too.

[Ken Chiu @kcc582]

@onechancefreedm https://t.co/KIXRYeMDao

[Ken Chiu @kcc582]

@GarrettGoggin @tigergoldcorp Are you concerned if Cepeda ends up winning the presidential election?

[Ken Chiu @kcc582]

@KingKong9888 Bar and coin is stickier than ETFs, so that mix is healthier IMO..

[Ken Chiu @kcc582]

@LukeGromen This guy thinks gold is going to $2500 or lower. https://t.co/4zGsPkztAh

[Ken Chiu @kcc582]

@GoldForecast They lost their two major customers? Too concentrated for their revenue base?

[Ken Chiu @kcc582]

@cryptobasenji https://t.co/2tQVB7ZufI

[Sergio D. Rodriguez @SdrodriguezT]

Urgente!!! Atlas Intel lunes 27 de abril

Cepeda 39%
Abelardo 31%
Paloma 21%

Segunda

Abelardo 52%
Cepeda 42%

A Invamer la mentira le duró menos de 1 día, ganaremos!

[Ken Chiu @kcc582]

@KingKong9888 https://t.co/G9U3e2yTgb

[Ken Chiu @kcc582]

@GoldForecast @LegareSimon I use oz of production divided by market cap

[Ken Chiu @kcc582]

@LynAldenContact https://t.co/rBhhSkRppW

[Jacob King @JacobKinge]

Google Quantum AI released a white paper today warning that cracking 256-bit ECC, which is widely used in Bitcoin wallets, requires MUCH fewer resources than originally expected.

With under 500,000 physical qubits, any private key could theoretically be cracked in under 9 minutes. Wow.

This is one of the many reasons why whales and insiders have been quietly offloading Bitcoin in droves. Bitcoin’s days may be numbered. In a short time, quantum computing can and will completely abolish the space.

[Ken Chiu @kcc582]

@BobEUnlimited @AahanPrometheus @excessreturnpod @practicalquant @JJCarbonneau Fund managers probably just don’t want to get fired for not being close to the index..