XxxOverFitCapitalxxX

Professional overfitter
Stocks, futures, data analysis, computers
Half research, half shitposting
Occasionally correct for the wrong reasons

[Captain @Captainornot]

@Arikalabs It’s all math and time. No internet needed.

[XxxOverFitCapitalxxX @xOverfitCapital]

@notfakeburner @mycoliza @kinzel_john Lmfaoooo

[XxxOverFitCapitalxxX @xOverfitCapital]

@fitnessrebornn @The_Airmass I would go further to add that contrarianism is also an edge. Going against the general crowd…. Well the crowd is certainly not focused on FCFs or long term earnings. The crowd is worrying about how much MU and SNDK are going to go up in the next 15 minutes….

[XxxOverFitCapitalxxX @xOverfitCapital]

@fitnessrebornn @The_Airmass Patience is 1000% an edge. Just not for most people. This guy is the perfect example of that. Hence…. The reason he acts the way he does. It just doesn’t compute for everyone.

[XxxOverFitCapitalxxX @xOverfitCapital]

@fitnessrebornn @The_Airmass Let’s not forget. Buffet practices multiple “types”of patience. Patience to hold for basically forever ( which this guy thinks is easy) and the patience to WAIT for the right moment to buy. Buffet liked Apple since his 2012 phone call with Steve Jobs. He didn’t buy until 2016…

[XxxOverFitCapitalxxX @xOverfitCapital]

@antibearthesis https://t.co/fZ4BpzSfh0. Nope. He initiated the chunkiest position himself. Hate this misinformation

[XxxOverFitCapitalxxX @xOverfitCapital]

@TheShortBear Normally a fan of you , but this is not true. He did start the Alphabet position himself. https://t.co/fZ4BpzSfh0

[XxxOverFitCapitalxxX @xOverfitCapital]

@fitnessrebornn @The_Airmass Didn’t purchase McDonald’s until he was almost 70 ! (66 years old)

[XxxOverFitCapitalxxX @xOverfitCapital]

@fitnessrebornn @The_Airmass Also buffet was 58 years old when he made his very first purchase of Coca-Cola…. Again this guy is just ignorant

[XxxOverFitCapitalxxX @xOverfitCapital]

@kirawontmiss Dis da twitter grim reaper

[XxxOverFitCapitalxxX @xOverfitCapital]

@NickADobos All of these things are GENUINE skills and creative areas that people spend their whole lives on. And even though an LLM can program the source for you, it can’t do the rest. One area they lack is true creativity and SOUL. And the best games and stories are HUMAN and have soul

[XxxOverFitCapitalxxX @xOverfitCapital]

@NickADobos Making a game is NOT just “I code video game”. There is so much more that goes into it. Dialogue, voice acting, art design, narrative creation, creative storytelling, fun gameplay, good mechanics. I’d argue MOST of what makes a good game is everything surrounding the code…

[*Walter Bloomberg @DeItaone]

GOOGLE WARNS OF HACKING CAMPAIGN TARGETING WALL STREET

Google says ransomware hackers have targeted dozens of major U.S. financial firms using phone-based social engineering to steal employee credentials.

Hackers created fake IT helpdesk websites targeting firms including Blackstone, Apollo, KKR, TPG, CME Group, Moody's, Bridgewater and Bain Capital.

Google said some victims paid ransoms, though it did not identify them. The campaign relied on convincing employees to reveal passwords and MFA codes rather than advanced hacking techniques.

[XxxOverFitCapitalxxX @xOverfitCapital]

@dvdcfrm @ThinkingUSD ;)

[XxxOverFitCapitalxxX @xOverfitCapital]

@dvdcfrm @ThinkingUSD It was. I love calling out larpers. I genuinely enjoy educating people and steering them clear of dog shit posts such as the original TQQQ post. My day job is rather boring, so this takes up time :) Happy larping !!

[XxxOverFitCapitalxxX @xOverfitCapital]

@dvdcfrm @ThinkingUSD Finally... if you manage other people's money why tf are you using morningstar ? Where is your bloomberg terminal ? 🤡

[XxxOverFitCapitalxxX @xOverfitCapital]

@dvdcfrm @ThinkingUSD say 7 % excess return, 25 % vol, and f* 11 you get roughly 1.1 with the zero-growth point (2f*) around 2.2x. At 3x leverage ( tqqq) you are PAST the point where more leverage REDUCES terminal weatlth.... forever....