Michael Olivan

[Michael Olivan @mapolivan]

@ariaradnia I bought some at 325 and it's already back to 350, maybe it follows what ZETA did yesterday.

[Michael Olivan @mapolivan]

@DrewCohenMoney @ariaradnia Feels like a great buying opportunity.

[Michael Olivan @mapolivan]

@bravosresearch What’s an easy way to track what % of banks are tightening their lending standards?

[Michael Olivan @mapolivan]

@pequityresearch I think a good indicator of what can happen is to just look at Apple. They’ve sat on the sidelines and economically it seems to be paying off in the short-term. If we see them suddenly changing course (or not), we’ll have a better gauge on what to expect in the future.

[Michael Olivan @mapolivan]

@jukan05 Apple is finally getting a taste of their own medicine. Their overpriced RAM / storage upgrades were/are so opportunistic vs consumers.

[Michael Olivan @mapolivan]

@rickyho_1989 Thanks for the insight! Great point on Google's advantage in AI infra, though my conviction on that isn't as strong as before considering the recent news on delays in Gemini and red tape/bureaucracy. Looking forward to see how AMZN and MSFT this week.

[Michael Olivan @mapolivan]

@damnang2 SK Hynix (ADR not IPO I guess) is doing fine though!

[Michael Olivan @mapolivan]

@pequityresearch Let’s hope it doesn’t just fade like yesterday…

[Michael Olivan @mapolivan]

@damnang2 Imagine if all we needed to get back was you visiting Korea

[Michael Olivan @mapolivan]

@asklivermore ASML seems to have done ok today with their beat!

[Michael Olivan @mapolivan]

@ariaradnia Me clicking to see what the 17 comments are: all spam...wtf 🥲

[Michael Olivan @mapolivan]

@RealNickMugalli Read the thesis, wondering what your opinions are with $MSFT?

[Michael Olivan @mapolivan]

@pequityresearch Do you foresee the hyperscalers’ stock price going down in the near term on this news?

[Michael Olivan @mapolivan]

@ariaradnia Could take the middle road. Sell half of ADBE and buy NFLX with the amount.

[Michael Olivan @mapolivan]

@tleilax___ *independence

[Michael Olivan @mapolivan]

@firesidealpha An amazing read. Can’t wait for Part 3.

[Michael Olivan @mapolivan]

@pequityresearch Calls it is

[Michael Olivan @mapolivan]

@asianinvestors I have a small portion in memory but also anxious af.

[Michael Olivan @mapolivan]

@asklivermore What’s your take on $META?