49th Parallel Capital
@49thparallel
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TSLA PLTR NVDA Investor. looking for big waves and surf. opinions are my own.
Earth
Joined June 2018
目前我感兴趣的股票:1. $TSLA Q3交付数据超预期,Robotaxi rollout,马斯克万亿薪酬计划,不过小心没有净利支持的股价增长,可能会回调。2. $APP 80%+ ebida margin, 营收每年保守估计增长20-30%,2026 ebitda预估6.18B, 但是很有可能太保守。
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One of the screeners my team runs everyday uses the following criteria to see which stocks look the most oversold in the short term. • RSI under 10 on the 2 day period • RSI between 40-60 on the 14 day period Yesterday after the close we got 80 results. Then we sorted
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If I could send my 18 year old self a message, it would have three parts: 1. Prestige is often mistaken. Follow curiosity instead. 2. There's no way to avoid hard work. It's not sufficient, but it is necessary. 3. Don't take your parents for granted.
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My problem today is that I can find too many great setups in the market. $TMDX = flawless. $BTC / $ETH = bottom vibes. $KWEB & $BABA = textbook retest. $ALAB & $NBIS = uptrend reclaim. $SLB & $HAL = ripping new highs. $LULU & $NKE = breaking out. & tons of names still below my
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The secret to investing is to invest in unstoppable people building inevitable things.
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Wealth hack if you shop at Costco: Get a Merrill Lynch account, transfer $100k of ETFs in there. This will get you a Platinum Honors tier with BoA. Get a BoA Customized Rewards CC. Set it for online purchases which will give you 3% * 1.75 = 5.25% CB. Buy $2,500/quarter (max
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The mega prompt: Just copy + paste it into Gemini 3.0 Pro and plug in your stock. Steal it: " ROLE: Act as an elite equity research analyst at a top-tier investment fund. Your task is to analyze a company using both fundamental and macroeconomic perspectives. Structure your
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Andrej Karpathy literally shows how to build apps by prompting in 30 mins https://t.co/rkJOOraznO
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Client walks in. 68 years old. $2.8M net worth. House is paid off. Worth $950K. She's living on $38K a year from Social Security. Tell me how that makes sense. She brings coupons to restaurants. Buys the cheapest everything. "I'm not taking money from my retirement accounts.
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To settle the Neocloud debate: $NBIS > $IREN + others. Based on the $ORCL report, NBIS whitepaper, $CRWV acquisitions, and other factors, I decided to consolidate millions into Nebius and sell off miners like $CIFR. 📏 Gross Margins > GW capacity Here's the math + why:
Neocloud Position Update Friday Oct 24. This post is to send a message to $IREN and other Neoclouds holders that: 👑 $NBIS is superior. I sold out of other Neoclouds: $CIFR 250%+ gain, $IREN, $BITF, $WYFI, 50-100%+ gain, $WULF 5-10% loss. Now with $2M+ exposure in $NBIS
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Why I think $NBIS can easily hit ~$400/share or $100B+ market cap in 1 year: Right now, Nebius trades at a $24B valuation (316%+ increase to $100B). If we pretend that there's 0 growth in 2026-2027: Core Business: $31B–$36.5B Sum of Parts: $7.1B (40% slashed) Midpoint
The NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return. 🔹 Buckets Mag7 contracts: $CRWV, $NBIS ✅, $WULF, $CIFR ✅ With compute: $IREN ✅, $BITF Speculative: $WYFI, $GRRR ✅, $SLNH Miners pivoting to
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$TSLA Profit: While we continue to execute on innovations to reduce the cost of manufacturing and operations, over time, we expect our hardwarerelated profits to be accompanied by an acceleration of AI, software and fleet-based profits.
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My rare earth portfolio $DTREF 166,000 shares Flagship – Colosseum Gold-REE Project 🇺🇸 $LKYRF 21,000 shares Australian REE developer $ARSMF 5,000 shares Fluorspar + rare-earth exposure $RLMLF 4,500 shares Heavy rare earth exploration $AREC 3,000 shares U.S. recycling &
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Michael Saylor says, "I'm a single guy with no kids—when I'm gone, just like Satoshi left a million #Bitcoin to the world, I'll leave everything I've got to civilization." 👏
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my favourite quote from atomic habits by James clear; "It doesn't make sense to continue wanting something if you're not willing to do what it takes to get it. If you don't want to live the lifestyle, then release yourself from the desire. To crave the result but not the
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