CapitAI

Vincent

[CapitAI @VinceCrypt0]

@robchr67 @KilianMuster Of all the dumb comments on X this one takes the cake

[CapitAI @VinceCrypt0]

@asklivermore They are offering lower rates by eating their own profit margins. That is not pricing power. This is mostly a rate bet. Besides homebuilders usually trade ~10x earnings. They never trade near sp multiples

[CapitAI @VinceCrypt0]

@JJ_McCubbin29 @kevinxu They pushed it down to force liquidation from Leopold, whose entire portfolio now got bought for pennies on the dollar by Citadel. Now theyre closing their shorts so his main positions are rallying

[CapitAI @VinceCrypt0]

@collector1924g @asklivermore If thats your thesis you should be mega short right now. Good luck with that

[CapitAI @VinceCrypt0]

@sukh05797 @asklivermore Would hold tight. The koreans got absolutely destroyed by margin calls but DRAM is very oversold. Can recover fast in Q4

[CapitAI @VinceCrypt0]

@aleabitoreddit @TW_trades_ Shopping time. The strong names will recover like crazy, their multiples are already super attractive. Might add some cash covered puts as well

[CapitAI @VinceCrypt0]

@PaulJames120472 @ThierryBorgeat Yeah good job staying on the sideline of the largest opportunity in market history. You people been saying its overpriced when Micron was at $100, they stand to print more than $100 profit per share. Samsung and SK are trading at p/e ratios of 6-7.

[CapitAI @VinceCrypt0]

@JoeCredits @aresearchguy Yeah the most hated and most easily replacable garbage software, that not even AI but other software is replacing already. And chatgpt 3 could already do better. That is the worst call you could make

[CapitAI @VinceCrypt0]

@foi_por_pouco @EricMusyoki @stats_feed There is so much cocaine in the canal waters of Amsterdam it blocks fish reproduction

[CapitAI @VinceCrypt0]

@BTC_absolute @APompliano Every VC is going to cash out on these valuations whether he can make them true in 20 years or not. You can verify this by monitoring what happens after they report their first earnings and 20% of the lock-up is released.

[CapitAI @VinceCrypt0]

@capnpope @chickengenius Quite puzzling the gap is widening so close to IPO. Im holding 0Dte SATS calls and increased my outright SATS long vs Spacex-usdh Hype short, but so far not converging

[CapitAI @VinceCrypt0]

@BaldKnower only 15k makes sense, otherwise he was long solana for free since he could either pay back 15k if sol went up or 75 sol if it went down

[CapitAI @VinceCrypt0]

@asklivermore @Jimbo1604 Isn't a large part of the lock up ending in 2 months already? I saw 20% after first earnings with added release if it performs well

[CapitAI @VinceCrypt0]

@amitisinvesting @chadwahl You’re right, there is an enormous crowd on the sideline on this AI rally and many of the core companies are still low priced because everyone is skeptical. This is not 2002

[CapitAI @VinceCrypt0]

@ROLCapital @ContrarianCurse Meanwhile sitting on 600% gains with puts covering the downside. Gl with that mindset

[CapitAI @VinceCrypt0]

@aleabitoreddit @GabrielNeo9 Been trying for weeks to get Shunsin, but Taiwan foreigners cap always in the way. Got some FOCI though!

[CapitAI @VinceCrypt0]

@DavidKemp_1983 @Phoxotic Lion King 2 story is stolen from Romeo and Juliet, but they still screwed it up

[CapitAI @VinceCrypt0]

@aleabitoreddit They are following orders. When large funds go short journalists pile on the stock with pre written hitpieces, often timed to drown good news.

[CapitAI @VinceCrypt0]

@WheelHouseOpts @TheLongInvest You would have made 100x that if you had just bought calls over that period. Wheeling isnt for stocks going parabolic