Citrini (@Citrini7) started following @SonenshineJ on Oct 16, 2024

#AskSNB for Gunnar Henderson: what’s your pregame breakfast ajd lunch?

Back on Varney today: https://t.co/NZa2lYMzsm

RT @corporalCocoPuf: The masculine urge to live on a boat in the Hondo Field for the next 2 months to watch for active flaring on the $SOC…

Can’t be all US eco weakness. I get the China component, but why is there no bid?

$DRUG move reminds me of the summer of 22 Hong Kong small cap IPO pump and dump schemes, a brief moment of silliness in the bear market that was extremely fun (both for the long on the way up and short afterwards)

gonna take next week of october off to prepare myself for the inevitable brain damage that trading the U.S. election will inflict upon me

I have had countless things forwarded to me with the headline “this sounds like your stuff” or “didn’t you write this a couple months ago?” My response is always the same - “glad people are coming around to my thesis, means the trade should work well”.

this is a parody account right… right? https://t.co/jvMcOpITdu

*US WEIGHS CAPPING NVIDIA, AMD AI CHIP SALES TO SOME COUNTRIES $AMD rn https://t.co/8kUkNiPRTD

whenever anyone hits you with that ice cream sales to murder correlation doesn’t equal causation stuff just respond with this

i am of the view that there are really only 2-3 good opportunities to be genuinely contrarian per year, if that. any more and you’re probably just being stubborn.

(i’m out i don’t need to find out if the deal goes through lol)

buy em when they hate em https://t.co/gv83ivWZ5h

rates are low: “bonds don’t pay shit, there is no alternative, buy stocks” rates are high: “bonds have too much drawdown risk with too little return, economy is great, buy stocks” bonds can’t catch a break

does the long BTC short MSTR trade finally work here

beautiful autumn day, SPX at ATH. hard to beat that. https://t.co/F1LvSwTLZa

imagine complaining about someone saying to buy this in april, sell it in june and buy it back in august https://t.co/P6dRO74gA1

RT @MadsCapital: https://t.co/meycR6ZNq6

Two months ago you could buy $VRT in size below $70, an insane reaction to a bunch of variables that had nothing to do with how hard the business is killing it. didn’t quite catch the lows exactly but managed to use the dip to double the size of our position below $80! https://t.co/rVbtyOoHMT

Which public companies are working on construction permitting automation?

The one wrinkle: video still has a short half life 35% of original content engagement is on brand new shows; 65% is on <2 year old shows Compare this to streaming music, where just 15-25% of engagement comes from <2 years old songs. Video just has less value in the catalog https://t.co/GbUpLCRp3C

Even though it’s still a hits-driven business (probably more so than any traditional TV network), no single Netflix show accounts for more than a few percent of total engagement - the top 20 shows add up to just 17% of global hours viewed https://t.co/LNgBBTvkyc

"THE DRAGON'S HEART" Pendant "Heart of Flame" Jewel, Gray Spinel, Sterling Silver 53mm x 22mm x 33mm (15.8ct. Zircon - Natural, Unheated) 2024 IN A PRIVATE COLLECTION https://t.co/TjwehYBuGC

"THE DRAGON'S HEART" Pendant Zircon "Heart of Flame", Gray Spinel, Sterling Silver 53mm x 22mm x 33mm 2024 Created for a client in celebration of an all-consuming, inextinguishable love. https://t.co/MGAhdRDuzS

Max is my jeweler as well. Epic stuff.

Machines of Loving Grace: my essay on how AI could transform the world for the better https://t.co/CFGd4Sbq86

dear lord i just looked at it again why did I sell it at 80 😭

this is my mom’s portfolio i’m pretty sure she is beating me since 2022 tbh https://t.co/0gdPd1tADf

https://t.co/lgwtqceslL

dude what is going on lmao i can’t tell if this is 4D chess or something more akin to the plot of “the death of stalin”

opus 3.5 is gonna be crazy

mof https://t.co/LJ2u8L3A7r

looks like bottom is in for boeing

CLS now a triple again

https://t.co/Drer4sBAV8

made a bold call with this image but so far it’s off to the right start, as is COHR LITE COMM NTGR UI etc https://t.co/BCs2ZVkqpQ

In that vein, it seems to me that networking is quickly becoming the next technology on the hot list. I feel like I’ve heard more about optics in the last 3 months than anybody has bothered to think about this since the telecom bubble burst in 2001

It’s fascinating to me how public interest in certain technologies is just wildly cyclical I’ve never seen so much interest in semiconductors as today. When I started at Bernstein 7 years ago, nobody cared about semis. Everybody just wanted to talk about, like, SaaS stocks

“California, here we come!”

RT @AnthonyDiComo: Oh my God. Pete Alonso just hit a go-ahead, three-run homer in the ninth inning off Devin Williams. Pete Alonso has his…

This back to what is PBOC’s pain threshold. Shanghai stock exchange index was close to 2600 low recently, index was 2900 when PBOc announced the policy and now close to 3200 What is possible PBOc buy intervention threshold?

Key is PBOC can guide them when to buy and the collateral could be lower quality stuff. So implicitly PBOC is printing money to indirectly buying stocks. But it’s ambiguous on whether unlimited. But that’s what it should be. You don’t want market to test you and call you!

https://t.co/lFeRrej1a4

>alibaba goes up for more than 2 days in a row US investors:

already have the lyrics to use when china inevitably does local government investment led stimulus again https://t.co/sNfisM80kQ

if they say the same shit they did yesterday again they better at least make it into an interpretative dance routine or something