Tal Miller

[Tal Miller @MillerTal]

@alojoh https://t.co/tVyZdRy6lD
xAI is not the one making the hardware, yet he frames it like he does

[Elon Musk @elonmusk]

@aaditsh Hardware is hard

[Tal Miller @MillerTal]

@Jonomac83 @alojohhardcore @myfyAI You just jinxed it and single handedly make all us get margin called.

[Tal Miller @MillerTal]

@alojohhardcore Sold from other holdings so now AVGO close to MU . Bloody day overall

[Tal Miller @MillerTal]

@alojohhardcore @Kern_Harst Sold a lot from the other positions or all on margin?

[Tal Miller @MillerTal]

@alojohhardcore These ballooning valuations are pure fugazi. What about SpaceX alone justified it going from ~$100B to >$1T over the last few years? And then the additional $0.5T at IPO is just the cherry on top.

[Tal Miller @MillerTal]

@alojohhardcore Im at -2.5% including the META-AVGO trade 🤔

[Tal Miller @MillerTal]

@alojohhardcore

[Tal Miller @MillerTal]

@alojohhardcore Now we know what you mean by "meaningful" position

[Tal Miller @MillerTal]

@alojohhardcore @rocketrader01 But just to roughly calibrate, when you said "meaningful", you meant 1% or 10%?

[Tal Miller @MillerTal]

@alojohhardcore @rocketrader01 Posting your portfolio is not dumb if one initializes to it (newcomer) and then mirrors your trades (AJ emulator). Then, checking the weights roughly match over time is an indicator that the trading was done correctly.

[Tal Miller @MillerTal]

@alojohhardcore What is "meaningful" in % of portfolio (post margin)?

[Tal Miller @MillerTal]

@InvKmr @alojohhardcore @JonesKing777 I don't think it's a good idea to connect an AI agent to your trading account and social media

[Tal Miller @MillerTal]

@ChristianSimpk3 @alojohhardcore One of the things I like about AJ is his views on chart astrology.

[Tal Miller @MillerTal]

@alojohhardcore Judging by past performance, the dumbest rock that blindly rebalances to your portfolio would be very happy.

[Tal Miller @MillerTal]

@alojohhardcore That's very useful thank you, helps to calibrate and check if I didn't stray too far with the trades.

[Tal Miller @MillerTal]

@alojohhardcore 😂
https://t.co/MLL0HdwkQv

[Elon Musk @elonmusk]

@IterIntellectus Harnessing even a millionth of the Sun’s power, which is extremely difficult, results in an economic value far more than a million times than that of Earth’s current entire economy

[Tal Miller @MillerTal]

@alojoh https://t.co/uTLS0p1i3k
Interesting

[Benjamin De Kraker @BenjaminDEKR]

Elon is repeatedly telling people not to forward-project the Anthropic / SpaceXAI revenue because it's short term.

Nobody seems to be listening

[Tal Miller @MillerTal]

@alojohhardcore @AgusUrzua There is a way to see the PEG directly or you meant calculate ourselves from the earnings plot?

[Tal Miller @MillerTal]

@alojohhardcore @WisdomT1161732 There's a lot of key-man risk but AJ trades at a suppressed multiple.

[Tal Miller @MillerTal]

@alojohhardcore Switched MSFT->META