Alexander

26y/o - Alumni in Business Engineering.
Currently @belfius. Interested in stocks. Here for absorbing ideas and experience.

Retweets = information database...

[James Muninn @Muninn]

Dan Zanger has published over 4,700 newsletters since 1998. Qullamaggie reviewed everything before 2012..

He took the parts he found worked, and put it together with pieces he got from other traders..

That's what made him $105,000,000 in 10 years..

[Serenity @aleabitoreddit]

I feel like AI investing is simpler than what people expect.

Because $NVDA + Jensen literally tells everyone what's coming.

But somehow. Almost every. single. time. Markets dismiss it until it actually happens?

Be Nvidia in 2025: Buys up EML and laser capacity.

Markets dismissing it: "Photonics is a bubble and like quantum! ____ company is a scam with shady management"

1 year later: $LITE +678%, $AAOI +475.12%, $COHR +260.7%, $AXTI +3,843.9%.

_

Nvidia in 2026:

Buys up CW/EML capacity with LTAs. 800V shift. Extraordinary explicit about CPO shift. States Physical AI as the next theme.

Markets now: "CW players are meme stocks! 800v, CPO is not coming anytime soon, Humanoids are not profitable!"

Yeah... We'll see what happens in 2027.

I think I'm putting my money on Jensen/Nvidia as the leading indicator.

[VanquishTrader @VanquishTrader]

https://t.co/7zCzyARbSX

[mentalium @mentalium_]

Jane street pays $600,000 for the skill of selling anything to anyone, and now this 21 minute Tony Robbins masterclass filmed 30 years ago in his castle gives it to you completely free.

This is the uncut 1992 session. Just raw persuasion from the master who coached presidents and billionaires.

You will learn how to find anyone's buying state and anchor your offer to that feeling. No scripts. No tricks. Just psychology that works on everyone.

This rare tape disappears regularly. Save it while you can ⭣

[Connor Bates @ConnorJBates_]

Everyone dunking on Chris Camillo @ChrisCamillo after his $AMZN trade.

For starters, everyone is so quick to judge and make assumptions without even knowing the full situation.

You don’t know how much of his net worth he keeps in that portfolio. Maybe what’s in the account is exactly what he’s willing to lose, that’s his stop loss. Everyone manages risk differently. People are so quick to judge and always looking for a reason to hate.

From Market Wizards:

“Chris Camillo achieved a compounded annual return of roughly 70% to 77% over a 15-to-17-year track record.”

Putting up numbers like that is a feat 99% of people can’t do. And 99% of the people dunking on him on X haven’t even traded for 17 years, let alone compounded capital at 70%+ per year over 15+ years.

17 years, you go through all kinds of market cycles. Heck, doing 25% CAGR for 17 years straight is insane on its own. Chris did 75%.

So yeah, I think it’s safe to say he had some risk management in place. Might be different from others but that’s the market. Everyone approaches this game different. No right or wrong. Equity curve has the final word!

Regardless of your views on his risk management, I’ve always been a massive fan of @ChrisCamillo. He’s an outside the box thinker, humble, and an extremely successful trader.

[NoLimit @NoLimitGains]

NOBODY TEACHES YOU HOW TO ACTUALLY TELL IF A COMPANY IS A GOOD BUY.

Most people look at a low P/E, a hot sector, or whatever is trending here.

Here is the real process:

[Patrick Brok @patrickbrok]

De overwinning van MVDP met de legendarische stem van Rob Hatch.

Mooier wordt het niet 🥲🔥

#TDF2026

[InfoCiclismo @infociclismoo]

🤯🏅Victoria de 🇳🇱Mathieu van der Poel en los Campos Elíseos!
⭐El neerlandés se impuso a Jasper Philipsen en la última etapa del #TDF2026, con un enorme trabajo de Tadej Pogačar hasta el final. Mads Pedersen completó el podio.

¡Un broche de oro para un Tour espectacular! 🇫🇷

[Rose Celine Investments 🌹 @realroseceline]

Dimitry is one of the sharpest investors I’ve come on X. He’s an attorney who now manages many millions of dollars and consistently shares thoughtful stuff... Follow him and read his article. 🌹

[Jeff Sun, CFTe @jfsrev]

Updated with two new free @tradingview scripts that I think are worth having for every swing trader.

https://t.co/SvGb59qZfY

Big shoutout to @ETFbreakouts for creating and publishing these excellent TradingView scripts.

[Jeff Sun, CFTe @jfsrev]

A collection of my @tradingview threads on hacks, indicators, templates, screening and follows.

1. My template and valuable free community tools
https://t.co/gduI7z4Mn3

2. ADR% multiple from 50-MA indicator, courtesy of @DumbleDax (1,000+ free users)
https://t.co/X5KQDfjkxU

3. Swing Data Indicator, courtesy of @DumbleDax (1,300+ free users)
https://t.co/2NWd5z53pX

4. How I interpret and apply Swing Data (LoD, ATR, etc.)
https://t.co/fGhMrnuc5N

5. New TradingView Version 2 (v2) screener along with multi-chart display
https://t.co/owUaqjsHUg

6. Screening within Watchlist
https://t.co/50ZXjyEQV7

7. My 14 screens parameters & daily watchlist screening process on v2 screener (Video)
https://t.co/NSYbzXV0kg

8. My additional Hottest Stock Screen
https://t.co/xBLNPSONqe

9. New Tradingview ETF screener
https://t.co/USs3Qr4WLo

9. Solution to real-time RVOL watchlist tracking for strong volume footprints
https://t.co/SfO8FqA6GD

10. Tradingview Earnings Page
https://t.co/ZcmN2d2xwW

11. Volume Delta (VD) Indicator I'm researching
https://t.co/0H2i4gRrBw

12. Direct feedback, suggestions, and improvements from the community in collaboration with TradingView
https://t.co/zlMsjYg7RL

13. Recommended follows for valuable free Tradingview scripts/indicators and solution @DumbleDax @amphtrading @JohnMuchow @finallynitin

BONUS: Best productivity hack for X users (Video)
1. https://t.co/uBCIIg5RaC
2. https://t.co/GNFqPmTMx2

[Serenity @aleabitoreddit]

Just some notes from $TSLA transcripts:

Elon Musk: "I think Optimus will be the biggest product ever" from Q2 earnings transcripts.

Even from Q1, Elon Stated: "I think Optimus will be our biggest product. Not just Tesla's biggest product ever, but probably the biggest product ever.

And I remain convinced of that conclusion".

It's very rare to see such high conviction reiterated from Elon regarding humanoids both directionally and TAM-wise.

In terms of upstream suppliers opportunities, Karn Budhiraj, VP of $TSLA supply chains stated:

"We’re seeing the same level of investment going to memory and also new specific items like metal injection molded parts, flexible printed circuits, and all sorts of nonlinear technologies..."

And that they had to build new supply chains from scratch. So would be interesting to look at for new supply chain supplier opportunities apart from the known ones.

Just pulled older slides and it looks like capacity targets for Fremont are 1M and Giga Texas was 10M, so at scale, $TSLA seems to be the clear US leader. If you're looking at that S-Curve opportunity ramp.

On a side note, Elon also gave a shoutout to $MU with likely reasonably priced LTAs, given his statement:

"We really appreciate Micron making room for Tesla in the years to come and giving us actually a very significant allocation on reasonable terms given the pretty insane pricing of memory these days." (Just for structural memory demand).

Elon also gave a shoutout to Panasonic which had invested many billions in increasing battery cell production (will need to do deeper DD into Panasonic after this), then Samsung and $TSM.

Just takeaways from Tesla earnings TLDR:

Elon tends to be directionally correct on where the future is heading, such as with EV or Space.

He seems extremely bullish on humanoids.

[amit @amitisinvesting]

bought $PLTR $125.85

the market is once again selling off all of SaaS because of AI infra names going higher.

this does not make sense.

you don’t have any magical AI revolution without the application layer.

you also have way stronger growth for SaaS companies in general as open source models get cheaper and reduce the cost to utilize those models. this is a tailwind for software.

some software names will become irrelevant but companies like Palantir are only seeing MORE growth (85% last Q, highest in all of SaaS) with exceptional margins because of delivering actual results for enterprises. there is a reason Nvidia is partnering with Palantir to deliver open source models. if anything, Palantir is becoming AI infrastructure for an enterprise even if they don’t sell chips.

this $120 range has been respected nicely the entire year and it has been a place I’ve used many times to buy dips, but if we start to see some ugly earnings from different software names (like IBM) then I think Palantir will go down regardless because of it being in the SaaS algos. if you want to buy a great software company and care about short term movement, you have to be ready for them to all go down or up together.

regardless, I think the market really is incorrect in selling off all software because of semis going up and I am very happy accumulating the highest growing companies in the world with the best margins outside of Nvidia in order for them to further benefit from when FCF explodes and the market remembers that you don’t get AI working in an enterprise without a company like Palantir.

[Ren @ren_stocks]

If you want to see what a +1,000% portfolio actually looks like, every entry, every stock, every allocation, results by quarter, and the thinking behind each decision, this is the post.

50+ tickers. The obvious ones, $AMD $SNDK $MU $LITE $AAOI , and the ones that are only trending in niche spaces, $SIVE $NVTS $LPK $MXL

It’s my full 12-month portfolio update, the one built on trading the 12 layers of the AI buildout.

Transparency matters a lot to me, and believe me, I’ve made mistakes along the way. But I own my thesis.

My biggest mistakes, return-wise, have all been the same one: not holding my winners long enough. That’s exactly why, unless a thesis completely breaks, I don’t sell my core.

My goal as an investor isn’t to give you the next trade. It’s to help you find your own conviction. Because this is where the big returns are made. I’ve lost more money from not having conviction than from any macro event.

12 layers. +50 tickers. 2,000 trades, grouped by quarter.

Go check it out. Substack link is in my profile, and the post is in the first comment.

[gemchanger @gemchange_ltd]

Some guy on Reddit just handed out a 12-week plan to break into quant finance for free.

He went from bombing mock interviews alone in his bedroom to 3 offers in a single month.

Then he wrote down every single step that got him there:

> Weeks 1-3: foundation - probability, mental math, easy coding
> Weeks 4-7: second pass on everything, start applying before you feel ready
> Weeks 8-10: mock interviews until they stop humiliating you
> Weeks 11-12: don't cram, just sleep and stay sharp

[Juan @fraudiesta1]

They did not think it was a penalty untik Argentina scored 😭

[sanya sharma @sanya_sharma49]

Those who saw the match would agree that ref was fair in this match
Check how this egypt player is dragging and kicking Argentina 🇦🇷 player
Fanclubs before saying match was rigged watch this and than you can cry

[gemchanger @gemchange_ltd]

A 21-year-old ex-Citadel quant just went on a podcast and casually revealed how he made $154/HOUR before he could legally rent a car.

750k a YEAR

Then he looks into camera and says quant is "a lot more doable than people make it out to be."

His secret? Oh nothing crazy. Just:
> "Mastered" all of high school math by age 12
> Did real lab research at SIX years old (his parents were both professors)
> Went to Berkeley
> Had a friend whose neighbor was literally the CEO of LinkedIn who "taught him the ropes"
> Got recruited by firms that DM'd HIM

[Kyle @kyletrades_]

This is insane.

The Catalyst database just got a MAJOR level up.

NEW Runners Chartbook:
Study 30 years of the best performing stocks (1996-2026) with annotated charts!
(first iteration, more to come soon)

Gap Database:
Full chartbook with annotations, as well as table view with extensive statistics.
Full PR data, earnings figures, stats, etc. all sortable and filterable

This is the kind of resource I wish existed when I started.

[Wey How @wey_how12640]

My Letting Go after 20+Years, & the ensuing +1500%
~ My Trading Journey

My personal documentation is finally here, after some procrastination, worrying about imperfection, and spending a couple minutes looking for the publish button on the substack. Due to the sheer volume to process, I have to break it down to 4 parts for easier editing and reading.

The documentation is in the form of rearrangement and further elaboration on my X posts (you know I have been ranting a lot on almost everything, sometimes without restraint).

Trading is a tough business. I am stepping into age 54 this month, and I nearly quit in 2022 after 20+ years of struggle. I know how hard and mentally shattering it is. The funny thing is that only after I nearly quit, my personal pivotal point can really begin, and I learn and progress the most in this few years about trading (or more appropriately investing?) and about almost everything else in life.

Not everyone is that lucky to have a mentor who truly take care of your interests when you first started trading. My kids are still in their teens, and they are my motivation and target readers. I have their interests at heart when I write the documentation, but whether they will listen to me is surely another story!

It is important to know that this documentation will not give you the holy grail or the answers to all your questions. You still have to find them yourself - an important message in the documentation is that ultimately you must find your own path.

Lastly, I have learned so much from all you guys from your sharing and interactions, that I can absorb them into my process, and I thank you all for being a part of my journey!

Happy reading ~😉

Part 1:
My 20+ years of Struggle, My Turning Point, and a Process which Suits Me
https://t.co/wdm2Oifj6p

Part 2:
The Golden Rule of Investing (Stop Loss/Exit Plan, Let Winners Run vs Sell into Strength)
https://t.co/jo4LD1QTDZ

Part 3:
Portfolio Management/Position Sizing, Mindset, Self Work & The Danger of Ego
https://t.co/aAirGOE6Ox

Part 4:
Some collection of posts on Tradings/ Life
https://t.co/nXLkTh2m1u