mirbacx

nothing to see here. posting for myself. spontaneous & possibly unreliable.

[mirbacx @mirbacx]

@noorrietje playing cards with our eyes closed. why not. ☀️🦋💤

[mirbacx @mirbacx]

@FirstSquawk well it's one way to boost birth rates

[mirbacx @mirbacx]

@AYYODEJY @MrBeast All these poor families, sending children to private schools & owning multiple investment properties.

[mirbacx @mirbacx]

@Barchart such a Joker

[mirbacx @mirbacx]

$KOSPI so much leverage & still flat for the month. against several strong businesses & comparatively attractive valuations.

[The Kobeissi Letter @KobeissiLetter]

Leverage in South Korean chip stocks is out of control:

Single-stock leveraged and inverse ETFs tracking SK Hynix now hold ~$19 billion in total assets, more than 4 times the stock's average daily trading volume this year of ~$4.5 billion.

At the same time, Samsung has ~$12.4 billion in leveraged ETF assets, +176% above its ~$4.5 billion in average daily turnover.

Furthermore, the Hong Kong-listed 2x leveraged long SK Hynix ETF, which holds ~$13 billion in assets, is worth about twice the value of SK Hynix shares traded on an average day, the widest gap of any major stock with a leveraged ETF tracking it.

By comparison, Micron, $MU, has ~$9.9 billion in leveraged ETF assets, well below its ~$27.5 billion in average daily trading volume.

All while Tesla, $TSLA, and Nvidia, $NVDA, have leveraged ETF assets of ~$6.0 billion and ~$5.6 billion, both far smaller than their daily trading volumes of ~$23.6 billion and ~$28.8 billion, respectively.

Leverage concentration in Korean chip stocks is through the roof.

[mirbacx @mirbacx]

@Polymarket need a show, where these 15 year olds get tutored by a giraffe.

[mirbacx @mirbacx]

The labels often come with personal bias & expectations, and by extension, disappointment. It's a slippery slope.

Intention is key, along with what brings & holds us together. It takes time to learn this about others, and time beforehand, to learn its importance.

Be careful rushing into something. The machine plays tricks with us. 🌈🦋

[mirbacx @mirbacx]

$BTC $ETH 🤔

[mirbacx @mirbacx]

@s3xhat3r We forget to dream & to play, and to get back up after hurting ourselves.

We must not break a promise.

[mirbacx @mirbacx]

@noorrietje New case study. Tribal psychology. Animal instincts for survival & coping. Take certain actions, and the machine rewards you with drugs. Makes you feel better. 🌈🦋

[mirbacx @mirbacx]

@noorrietje 🌈🦋

[mirbacx @mirbacx]

$KOSPI np... 🙈

[mirbacx @mirbacx]

@Barchart hold on let me zoom out to the 1 year... 😜

[mirbacx @mirbacx]

$CMII https://t.co/Z35clDnUgH

[mirbacx @mirbacx]

@unusual_whales That bastard, buying stock in companies he thinks are "great". Even worse, to give them praise for donating to a children's fund.

[mirbacx @mirbacx]

$BTC "financing overhaul", as in paying a dividend, when you have no meaningful revenue. what could go wrong.

keep borrowing money to pump your bags, only to go deeper in the hole.

[Bloomberg @business]

JPMorgan warns Michael Saylor’s financing overhaul at Strategy could turn one of Bitcoin’s biggest buyers into a seller, adding uncertainty for investors https://t.co/a4SCQRATYQ

[mirbacx @mirbacx]

@Polymarket Best they slither back under their rock.

[mirbacx @mirbacx]

$ATII nice summary of the science (from their LinkedIn)