PH

technology, solar, EV

[PH @lonbom]

@alojohhardcore @LoPham4 + Lam Research

[PH @lonbom]

@alojoh The conversion of AJ’s research into investment signals and high payouts just works.

[PH @lonbom]

@alojoh 500+ investors benefiting from trading insights based on deep fundamental analysis and beating the market - best time to join is NOW!

[PH @lonbom]

@technikblog_ch @RafaelZeier @jcfrick @maltekir @tech_tobi Noch bessere Power Bank Tests: https://t.co/TTMQqgDVUK

[PH @lonbom]

Mit der INUI Laptop Power Bank P63 100W, 25mAh, 387g, lässt sich sogar Starlink Mini betreiben. Sie kann auch während dem Gebrauch gleichzeitig aufgeladen werden und ist sehr kompakt. Es gibt auch eine kleinere 65W Version. https://t.co/l2OJHILX0w . Tests hier: https://t.co/nZEe7tAtaD

[PH @lonbom]

@alojoh @CanadaMona @Kern_Harst AJ, you once said you monitor over 200 signals. What macro economic signals would you recommend retail investors watch?

[PH @lonbom]

@alojoh AJ blasted through UHNWI. I thoroughly, enjoy learning from the best.

[PH @lonbom]

@alojohhardcore @ChristianSimpk3 @tvrulez50 Developing a meta perspective makes it easier to spot how analysts at banks involved in the SpaceX IPO are forced to shift their tone toward Musk’s companies, i.e. change of TSLA “SELL” rating to “Neutral” and positive article about SpaceX.

[PH @lonbom]

@alojohhardcore If ASML delivers a strong earnings outlook on the 15th and TSMC does the same on the 16th, would Intel’s stock likely move higher? In that case, would it be smarter to wait before initiating a short position?

[PH @lonbom]

@alojohhardcore How do you assess key-man risk across other major tech stocks? In your opinion, what would most likely happen to $NVDA if something were to happen to Jensen Huang?

[PH @lonbom]

@alojohhardcore @ChristianSimpk3 @ThibaudBast Impressive proficiency. Thank you master 🙏😊

[PH @lonbom]

As a general rule of thumb, I could double my investment for every 0.5 standard deviation (S.D.) step, though the aggressiveness of the scaling should be adjusted according to the current economic outlook. Do you have any recommendations on which portfolio weighting methods are worth exploring?

[PH @lonbom]

@alojohhardcore @ChristianSimpk3 @ThibaudBast As the share price falls further below the -1.5 std price band, I intend to mechanically increase the size of each purchase. Would you recommend a linear scaling approach, an exponentially saturating one, or some other method?

[PH @lonbom]

@lwelton01 @alojohhardcore @zzkazu479223 Quick fix: Just halve all the numbers in your head. 😉

[PH @lonbom]

@alojohhardcore @ChristianSimpk3 @sdffds288341 Thanks. Very helpful reply. Looking forward to learn more about your method of designing a risk optimised portfolio.

[PH @lonbom]

@alojohhardcore @ChristianSimpk3 @sdffds288341 Understanding would also benefit from knowing about the underlying financial math. Also like to learn what is “AJ invented” and what is “standard financial practice”, e.g. is +/-1&1.5 Std corridor “standard” practice or developed & backtested by AJ?

[PH @lonbom]

@alojohhardcore @EmanuilIvanov72 ”this time is different…“