2ndthought

5Y10X : Buy the non-replicable in a replicable way.

[2ndthought @moat_heyoka]

Buy the non-replicable in a replicable way.

[2ndthought @moat_heyoka]

@Jaemyung_Lee 앞으로 더힘들게 만들고 있는지를 본인만 모르고 있다는데 자꾸 지혼자 딴소리하네

[2ndthought @moat_heyoka]

@ms2030 받아먹은 9억은 누구에게?

[Linda Raschke @LindaRaschke]

One of my smartest trading buddies (long time pro) was bemoaning the fact that he exited this Bond short way too soon after a perfect entry. But that happens to all of us when it is not a mechanical system. Just one trade out of 1000s...the only way to look at it.

[Linda Raschke @LindaRaschke]

@aixsystematic Any pivot can have value in terms of monitoring price - is it moving further away or closer to, and at what rate? A tape reading tool. But Fib has zero statistical significance...same with Elliot Wave.

[2ndthought @moat_heyoka]

@Jaemyung_Lee 하는꼴 보면 진짜 대통령 잘못 뽑았다는 말만 계속 나온다. 이보세요 내치에나 힘쓰세요. 김여정한테 조리돌림이나 당하지말고

[Mark Minervini @markminervini]

On September 25, the S&P 500 Index closed just 0.7% below its August 13 record high. Yet only 24.5% of the stocks in the Multi-Cap universe we follow—U.S. common stocks—were above their 50-day moving averages, and only 43.1% were above their 200-day moving averages. That marked the first time since the Multi-Cap dataset began in 1981 that the S&P 500 was within 1% of an all-time high while less than 25% of stocks were above their 50-day and less than 45% were above their 200-day.

The question is: Does this mark the end of a stealth correction, or is it an erosion that is more serious longer term? It could be both. If we get more of the same in the form of a year-end rally before a bear market ultimately unfolds, we could look back at this as the writing that was on the wall.

Either way, the fact remains: breadth is very poor. That is why we have such a selective market, with the major indexes being driven by a relatively small list of capitalization-weighted names.
https://t.co/FfBnR93ojq

[2ndthought @moat_heyoka]

이게 버블이 아니면 뭘까

[zerohedge @zerohedge]

Anthropic IPO prospectus leaked to Reuters

Anthropic reported a net loss of $42 billion in 2025, ‌and plans to spend $518 billion on cloud, computing and infrastructure obligations in coming year, according to the prospectus.

The prospectus details how the company has grown sharply in the last year — while also posting wider losses. Revenue grew 12-fold in 2025 to nearly $4.6 billion, even as the company lost more than $8 billion on an operating basis, excluding writedowns of various liabilities mostly tied to previous fundraising, according to the documents, reported here for the first time.

https://t.co/DQX0juX3MR

[better time @better__time]

익숙함이 무서운 이유

[2ndthought @moat_heyoka]

@Jaemyung_Lee 이런걸 쑈를 한다고 하지. 자의식 과잉. 주위 여론은 다 ㅂㅅ이고 나만 옳다는 자의식. 레임덕 얼른 가자~

[2ndthought @moat_heyoka]

@minjoo_hongtae 재명하다. 일 개같이 하고 속 개좁다는 뜻인가?

[2ndthought @moat_heyoka]

@jwp615 역시 매드아이가 눈치가 빠르네. 이재명 레임덕은 확정적으로 보임. 지지율 20%도 금방. 눈치못챈건 본인뿐
Jaemyung_Lee
@Jaemyung_Lee

[2ndthought @moat_heyoka]

@Jaemyung_Lee 할일 드럽게 없다 대통령이. 이딴 기사에 발끈해서 인용이나 하고 있고. 일은 일대로 못하고 속은 디지게 좁고.

[Robotaxi @robotaxi]

420 Model Ys
69 Cybercabs

[2ndthought @moat_heyoka]

@withkimbyungjoo 이딴게 장군 출신이 할 말이라고

[2ndthought @moat_heyoka]

@Jaemyung_Lee 이게 왜 국정지지율 만회에 도움이 되는데?

[2ndthought @moat_heyoka]

@MNDSpokesperson 정신나간 대변인.

[2ndthought @moat_heyoka]

@right_mind_2 어디 지잡대 나왔을지 궁금

[2ndthought @moat_heyoka]

@Jaemyung_Lee 그냥 전화를 해…쌩쇼하지말고 좀

[2ndthought @moat_heyoka]

@right_mind_2 꼭 이렇게 누구 잡는다는 애들이 털면 뭐 나오지

[2ndthought @moat_heyoka]

@nislove01 동아대 축산과 나와도 장관을 하는 나라꼴ㅋㅋ