Edison Zhu

AI Hardware/Infra/power/Bitcoin; TSLA, MSTR, CSIQ, EOSE, DFDV

[Edison Zhu @theEdisonZhu]

@charts_dj Great writeup!

[Edison Zhu @theEdisonZhu]

@LucasSacerdote_ @JordanSolace @dmottco man really had a hard lesson on this. Investing is as much about timing as it is about picking the winners

[Edison Zhu @theEdisonZhu]

@Browpeak Agreed. But good macro along won't bring EOSE back to its past glory. $6-8 at most without fundamentals also turning.

[Edison Zhu @theEdisonZhu]

@SpearfishingCap Vision doesn't create value. Execution does. $EOSE has to show that profitability is a credible certainty before the market rewards it.

[Edison Zhu @theEdisonZhu]

@Browpeak @bert_gilfoyle @JordanSolace @FreemyerGreg @RsnblAssurance @99_loss_capital fingers crossed! Mid-October for rough Q3 rev number?

[Edison Zhu @theEdisonZhu]

@Browpeak Scaling is hard but they need to beat their guidance. Separate capabilities. One is in scaling and one is in forecasting. Coming form an $EOSE bull

[Edison Zhu @theEdisonZhu]

@x_times_1 That's not Joakim that's John Hewitt

[Edison Zhu @theEdisonZhu]

@xEBITDA PROFITABILITY is everything. Nothing else will move the needle in stock price. @PoweredByEos

[Edison Zhu @theEdisonZhu]

@LucasSacerdote_ Buying the bottoms is where the money is made 🦾

[Edison Zhu @theEdisonZhu]

Now I have learned investing the hard way. If a good asset is not low enough in price, don't buy or buy very little to satisfy fomo.

If an asset takes off without having been unbelievably low in price. It's simply not a match and you move on to other assets. Just like dating apps. Simple as that.

[Edison Zhu @theEdisonZhu]

$CSIQ $EOSE PROFITABILITY, PROFITABILITY, PROFITABILITY.

The market is selling them hard because the yield is higher and they have a lot of debt. Once the market sees a clear path to improved profitability, they will rerate like crazy.

[Spearfishing Capital @SpearfishingCap]

"You have to be like a man standing with a spear next to a stream. Most of the time he's doing nothing. When that juicy salmon swims by, the man spears it."

-Charlie Munger

[Edison Zhu @theEdisonZhu]

@x_times_1 You though eose management were bad huh

[Edison Zhu @theEdisonZhu]

I think what @OpenAI and @AnthropicAI are doing is genius marketing.

They scare you into thinking AI could end us all and when they are told they cannot slow down, they will be like 'oh ok have to proceed making the tech that will kill us all'.

Then when they IPO, you will be buying and holding onto their shares for dear life, thinking it's the only way that you don't become enslaved by the AI master.

Well played.