schweirazinvesting

[schweirazinvesting @schweiraz1]

@0xhypebae

[schweirazinvesting @schweiraz1]

@0xhypebae @LinkedIn Followed back

[schweirazinvesting @schweiraz1]

@0xhypebae @LinkedIn Mostly equities but I like hyperliquid, chainlink and BTC

[schweirazinvesting @schweiraz1]

@Biotech2k1 Would love to, could contribute some insights to ur Asian portfolio as an analyst based in sg

[schweirazinvesting @schweiraz1]

@LowAlphaHighVol Guess DBS’s rich premium is going to be richer

[schweirazinvesting @schweiraz1]

@LowAlphaHighVol Love Sheng Siong as a consumer but the valuation a little rich here no? Even accounting for new store growth in the pipeline

[schweirazinvesting @schweiraz1]

@DaveHcontrarian @Stevet_s @GeoMetric_9 May I have the letter as well?

[schweirazinvesting @schweiraz1]

@zephyr_z9 Wait, is it SK Hynix?

[schweirazinvesting @schweiraz1]

@AuclairCapital Love reading your market takes, learning lots from them. Have a good weekend ahead!!

[schweirazinvesting @schweiraz1]

@AuclairCapital ooh any reason for selling INVZ, or is just consolidating to fewer names?

TER might have rallied quite a bit since apr lows but tbh, story is still early and the stock has not gone anywhere since 2021

[schweirazinvesting @schweiraz1]

@AuclairCapital Sold INVZ? Will recommend taking a look at TER for robotics

[schweirazinvesting @schweiraz1]

@LowAlphaHighVol Nice work on this

[schweirazinvesting @schweiraz1]

@lasse108 Possible 1+ in the coming weeks / months but ride or die. Too cheap here, just gotta size appropriately

[schweirazinvesting @schweiraz1]

@salmaogs Earnings next week; given the awesome run it had YTD, think it’s longs hedging

[schweirazinvesting @schweiraz1]

@LowAlphaHighVol @RonnieBateman5 Any thoughts on Sembcorp ($U96) and SingTel ($Z74)? For power and data Centers

[schweirazinvesting @schweiraz1]

@PitounDavi75242 @eliant_capital @jbulltard1 https://t.co/iG8p9Bw0lQ

[schweirazinvesting @schweiraz1]

@ProblemSniper Appreciate ur free calls recently, don't worry abt random haters. I'm curious, is there a SL for such plays? Chart still looks constructive on shorter timeframes such as 1hr

[schweirazinvesting @schweiraz1]

@asymtrades $ZTS perhaps