zandinvests

30 · software engineer
Learning to trade in public - real P&L, wins and losses
Here to share, learn, and get better together

[zandinvests @zandinvests]

I want my reason for selling to hold up against my reason for buying. Writing it down beforehand helps with that. Do you write down why you're buying before you buy?

[zandinvests @zandinvests]

@Av1dlive grok bot with decent replies now too 💀💀

[zandinvests @zandinvests]

Dead internet theory 😭

https://t.co/fJ2ZIEFF1z

[Avid @Av1dlive]

grok bot got me 3.5M views in 14 days.

i didn't hire a ghostwriter. i set up a grok bot and gave it a title: hook forensics

it studies the creators who go viral, breaks down why every hook works, and keeps a formula file i write from.

here's the full setup 👇

[zandinvests @zandinvests]

@unusual_whales I'd want to know what else this buyer owns. Paying the ask doesn't tell me whether they're betting against BHP or protecting a bigger investment.

[zandinvests @zandinvests]

@KobeissiLetter The compute bills worry me more than the loss. Anthropic is committing to years of spending before it knows whether revenue will keep growing this fast.

[zandinvests @zandinvests]

@unusual_whales I can see why shareholders and lenders would feel differently about AI spending. Lenders need to get paid even if it fails.

[zandinvests @zandinvests]

@unusual_whales I'd want the share of cars on the road alongside this. New sales can change a lot before the traffic around us looks much different.

[zandinvests @zandinvests]

@RyanDetrick I'd put more weight on what the Fed changes about borrowing costs than which date has the best average return.

[zandinvests @zandinvests]

@KobeissiLetter If lenders really are pulling back, I'm more concerned about who needs another loan to finish building, since a falling stock doesn't stop construction but running out of money does.

[zandinvests @zandinvests]

@BrianFeroldi Five income sources don't help much if they all disappear for the same reason. That's the part I'd want to check first.

[zandinvests @zandinvests]

@KobeissiLetter I read outflows as money that already left. I'm watching whether the selling slows down.

[zandinvests @zandinvests]

I'm still choosing floor mats for my Model Y. I like Tesla's design, but it's $240 for floors only. The other set is $189.99 and includes the trunk. Do you go for design or value on something like this?

[zandinvests @zandinvests]

@KobeissiLetter I never got the founder's starting price. I'd be paying today's price for a tiny slice, after they've already made a fortune.

[zandinvests @zandinvests]

I bought SNDK at the start of October. It reports Thursday, Oct 29 after the close. First time I'll be holding it through earnings. I'm not sure what to expect yet.

[zandinvests @zandinvests]

@RyanDetrick @MacroCharts A crowded trade can keep working longer than I'd expect, then get ugly fast when everyone wants out. I just want to leave room to be wrong on timing even if I like the direction.

[zandinvests @zandinvests]

@KobeissiLetter What's missing for me is what those businesses earn. I don't know what to do with a money-supply ratio.

[zandinvests @zandinvests]

@unusual_whales Beating the earnings estimate doesn't settle how much cash they were supposed to bring in.

[zandinvests @zandinvests]

@BrianFeroldi I can do the research and still be wrong. What I want from it is a way to tell whether the business is in trouble or I'm just upset at the stock.

[zandinvests @zandinvests]

@KobeissiLetter I want AI to do more of my work. I also want to keep my job. As a software engineer, I don't know where those two things stop lining up.

[zandinvests @zandinvests]

@leadlagreport I don't own any bonds. Falling yields don't feel like relief today.