Chris R 肯德基
@ChrisRinvesting
public equities investor with chinese characteristics. wakes up at 3:30AM.
A quantum computer capable of compromising ECDSA within a decade is a real possibility due to advances being made on both the hardware and software sides. And since upgrading the Bitcoin protocol and getting the entire ecosystem to migrate will easily take at least 5 years, we…
I have one single rule in investing that I never break. Never buy anything listed on the Toronto Stock Exchange.
US, Japan differ on details of tariff deal, with no clear start date s.nikkei.com/4fgNfML
Ytd performance of tobacco majors in USD: $BTI: +48.76% $PM: +39.58% $MO: +17.73%
Seems a lot of people actually believed this. Because the CEO of the company himself promised it several times in public. Company and CEO should be held liable. $TSLA
The idea was for it to become one of my Robotaxi. But HW3 isn’t getting upgraded yet. That’s the plan.
$vix below 15 for the first-time since the "Liberation Day" (April 2, 2025). In this period, S&P500 +12.4% PMI $pm +4.0% Altria $mo +4.5% BAT $bti +31.1% In the elevated volatility period (vix > 15), only BAT outperfomed the market. In our poll, 49% had stated that increased…
Timestamp: April 2, 2025 ("Liberation Day") S&P500 $spx 5,671 -> 5,074 (-10.5%) PMI $pm $156.2 -> $150.6 (-3.6%) Altria $mo $57.12 -> $56.07 (-1.8%) BAT $bti $40.25-> $39.86 (-1.0%)
As good of a thesis as any in 2025
Is $TSLA about to have its $NVDA moment ?
*TRUMP: IF DRUG COMPANIES DO NOT LOWER PRICES, EUROPE IS NO LONGER ALLOWED TO SELL CARS IN AMERICA What???
This is like LeBron breaking down basketball
Hunter Biden breaks down the difference between crack & cocaine and why crack is so addictive
Mazda surged 17% at open
Toyota is up +8% on the news of a 15% tariff. Why? It's simple. Ford, GM, Tesla, and all the other American manufacturers are going to be paying 50% more for their steel, 50% more for their copper, 25% more for their Canadian production, 25% more for their Mexican production,…
Quantum BioPharma Makes Strategic Investment in GameStop Corp. $GME $QNTM globenewswire.com/news-release/2… #Gamestop #GME #Gaming #Games #NASDAQ
won’t be posting any sort of “2021-meme-stock” baskets. sorry to disappoint. don’t need that on my conscience when it implodes.
replacing something as addictive as cigarettes with something that doesnt kill people is basically a money making cheat code
On Cluseau's post abt profit upside on Chinese companies, which is an interesting topic to me: The short answer. --yes, there is specific margin potential in some names (JD and Xiaomi for sure IMO), but what the government wants is EBIT up, not necessarily MARGIN up. Bigger pie…
Think one of the crazy things about China is the R&D there is excellent. Believe me, no one likes to lampoon China as making cheap trinkets more than me, but what they are coming out with is immense. Xiaomi 15 with 90 W charging? Iphone is stuck at 22 and Samsung at 45. BYD…