Mako Research @makoresearch
I thought I’d try out ANON fintwit! *Not Investment Advice Joined October 2024-
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Anyone else notice DIDIY does not have HK or southbound shares?
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$DECK has been slaughtered… anyone been following this thing?
Uhhhh… opinions follows trend?
This is better than any sell-side primer…$NVDA m.youtube.com/watch?v=4fNSNs…
Tepper’s Part 2A will go down as the best ever. “Seeks to obtain annual returns substantially in excess” — AKA we are in the business of making MONEY. …Not many built like Tepper anymore
$BABA trades ~10% higher than HK 9988 shares. Hong Kong markets have been closed since Wednesday… could see some pressure on ADRs if the spread persists Monday.
We viewed that our $UPS short could be explained by the two charts below. Price remained resilient vs. deteriorating fundamentals in the summer of ‘23. That said, We think that majority of the juice is squeezed from this one and we closed our short today.
Deepseek really exposed how crowded the long AI trade was… is.
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