Joe Polymath

your average furu

[Joe Polymath @thejoemando]

Bad advice is “don’t buy stocks at highs” - that’s like saying , don’t go with winners … it’s dumb logic . I used to do it.

Realize that is a projection, Belief that rwhen things are good - something bad will Happen

Yes that can happen , but why pick losers?

Also don’t fall in love with a pick, change when you need to

$spx $mu

[Joe Polymath @thejoemando]

@thebuggeddev @threejs Fun............. why does this matter?

[Joe Polymath @thejoemando]

@fivepointscap No, take a compliment dude.

[Joe Polymath @thejoemando]

My guess is Burry is right... will be right. Timing is the issue.

[Joe Polymath @thejoemando]

@Mr_Derivatives This is a paid partnership LOL

[Joe Polymath @thejoemando]

Easy to do when you have connections and resources to travel and eat dinner with major Ups at these companies... I commend the hard work, but let us know you weren't using Ai to develop your thesis'

[Serenity @aleabitoreddit]

Just some reflection, my core high conviction ideas from 2025 aged super well!

From
$ALAB: $97-> $372
$LITE: $330 -> $904
$AAOI: $30 -> $175

And others like $NBIS, $RKLB, and $TSM!

This was back when I had close to no followers!

I got some nuances slightly off before more information was made public. Lost conviction on ALAB along the way with optical transitions.

But this was back when AAOI and others were small $3B companies (~$14B now).

So maybe some others in the same range today like $SIVE should get some more attention?

But I’m happy a lot of them aged super well.

And I think a large part of my recent following growth is just other seeing my ideas like $AXTI get validated over time.

[Joe Polymath @thejoemando]

@elonmusk Elon straight deducing inference like China does to us.... anyone notice morals matter to him only when they matter to him.

[Joe Polymath @thejoemando]

How many ai agents pumping Fable? Anyone else notice that there aren't any big breakthroughs in Ai models... better at coding. Great.... Where are the robots @elon?

They slammed Jeff Green $TTD for overpromising... $tsla next

[Joe Polymath @thejoemando]

@smartertrader when posting in paid account?

[Joe Polymath @thejoemando]

Now makes sense why Google raised... Banks dont want to finance. Credit tightening around Ai. Boom.

[zerohedge @zerohedge]

Why are Mag 7s suddenly scrambling to sell expensive equity? Because as we reported a month ago, the debt channel has shut (except for occasional SPVs). Good lucking funding $5 trillion in capex

[zerohedge @zerohedge]

There's more: "Meta’s Big Tech rivals such as Microsoft and Amazon are also likely to be considering their own stock sales" - FT

[Joe Polymath @thejoemando]

the new economy........... world..

[zerohedge @zerohedge]

Reminder that except for MSFT, all the Mag 7s are now cash flow negative

[zerohedge @zerohedge]

Reminder that except for MSFT, all the Mag 7s are now cash flow negative

[Roger @rdd147]

🚨 Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs. The company warns investors it’s the first time this has happened in Ai and something we never expected. The buildout costs aren’t sustainable to allow profitability to hyperscalers or end users.

$soxx $dram

[Joe Polymath @thejoemando]

@smartertrader bail out?

[Joe Polymath @thejoemando]

@frank_locascio @WisemanCap alright.

[Joe Polymath @thejoemando]

@OptionsPro101 lol kind of ironic tho when u think about its, he’s older and trades mostly hardware… he’s hell of a trader, just know his sentiment on software . SMCI moving… sells racks, benefits from cpu investments. Feels like it might have a dell or hpe move any day

[Joe Polymath @thejoemando]

@smarter411 Which next week they have multiple expirations during week? Not just Friday? Is default Friday?