Reasonus4 Profile
Reasonus4

@reasonus4

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Analyzing markets, policies and participants.

Los Angeles
Joined August 2009
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@reasonus4
Reasonus4
12 hours
$CRWV and $ORCL are original members of the #bullshitbasket
@SpecialSitsNews
Special Situations 🌐 Research Newsletter (Jay)
19 hours
$CRWV taking it on the chin today $NVDA due to $OWL pulling out of a $4 billion data center financing
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@reasonus4
Reasonus4
14 hours
$REMX +2.06% this week after a period of consolidation. Guessing a bounce to $100+ next week. $GDX $GLD $SLV $ALB $MP
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@reasonus4
Reasonus4
16 hours
$MSOS - 2 many trading narratives and catalysts. Not enough people trading fundies. Across the board: $TSLA $PLTR $BTC $MSTR $SPY $QQQ …. Such a prolonged period of dumb fuckery is a big surprise.
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@reasonus4
Reasonus4
17 hours
$REMX has that feel when $PLTR ran from $7 to $30. Don’t know if $REMX will go on a run to $250 but you never know. Consistent uptick means people talk about it. And the more people talk, higher it goes. Definitely more tailwinds than $SLV $GDX $GLD with REMX holdings
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@reasonus4
Reasonus4
18 hours
Every day this year been saying $SPY ain’t going anywhere. And everyday millions of retail traders pile in for no growth. Investors should be curing mispricing. They could take $MSOS closer to its $20-$30 value in a day. $GTBIF $TCNNF MSOS not the only stocks severely
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@reasonus4
Reasonus4
19 hours
Retail buying the top in megacaps. $TSLA: same price as 2021 high - as insiders sold a shit ton. $AAPL: 1yr -5% return (adj. for inflation). $SPY: 0% last 1yr (adjusted for inflation). … exit liquidity. Avoid megacaps, S&P - buy anything else ( $MSOS $GTBIF $REMX are my
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@reasonus4
Reasonus4
19 hours
$TSLA - they don’t know price has been declining since being added to my #bullshitbasket index $SPX $SPY
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@reasonus4
Reasonus4
19 hours
$GTBIF $MSOS Always bullish when a stellar CEO gets more ammo.
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@reasonus4
Reasonus4
19 hours
$SPY is the only bubble Scaps, mcaps drop when S&P does but they return to uptrends while $SPY $QQQ remain stagnant. Institutional dip buying is still underrated. But $REMX and $MSOS charts tell me retail needs institutional support for trades to work. $SPX $TSLA $GOOGL
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@reasonus4
Reasonus4
19 hours
$SPY they just aren’t getting it. Rotate or, expect 0% for 5-10yrs (or negative as it won’t even keep up with inflation). $GOOGL $AAPL $NVDA $TSLA $VOO $SPX
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@reasonus4
Reasonus4
20 hours
How many $10s of billions could we retail have saved by avoiding $BTC $MSTR $ETH $BMNR $CRWV and other BS I’ve been warning about. Rotate to deep value. $MSOS to $5 today and fucking hold. Pass it on.
@reasonus4
Reasonus4
3 months
#bullshitbasket should’ve added $ETH $BMNR It’s all a Ponzi. $BTC $SPY $NVDA $TSLA $CRWV $ORCL OpenAi.. all of it
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@reasonus4
Reasonus4
20 hours
$MSOS - don’t have enough followers to pull it off but easy to replicate the $SPY trade. Traders buy $NVDA $AAPL $MSFT $GOOGL to try to push $SPY higher. But megacaps so expensive, no longer works. But 85% of $MSOS constituents could +300% and still trade at discount. Thus,
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@reasonus4
Reasonus4
20 hours
$AAPL: -6% adjusted for inflation over 1yr period. Retail yet to discover valuations fucking matter multiple expansion places a ceiling on stock gains. $SPY is flat since August bc it’s fucking expensive. Imagine thinking $TSLA can go higher though overvalued by $1 TRILLION
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@reasonus4
Reasonus4
20 hours
$GTBIF is setting up to be a compounder. Share this hidden gem before regards in #bullshitbasket stocks begin buying as it 🚀. It’s coming. Since last fall #bullshitbasket constituents $MSTR $BTC $ETH $BMNR $CVNA $ORCL $PLTR $CRWV … have cost retail billions (been warning
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@reasonus4
Reasonus4
21 hours
No selling etf or it’s constituents until $MSOS is $7+ Only takes 0.10% of $NVDA for $MSOS $50. Just an illustration Takes very few 💎🙌 for a run ( institutions still buying also helps) $GTBIF $TCNNF $CURLF $CRLBF $VRNOF $IWM $GLASF $SNDL
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@reasonus4
Reasonus4
21 hours
$MSOS: Another day, another run. $5 today. 🎯 $GTBIF $TCNNF $CURLF $CRLBF $IWM $GLASF $VRNOF $CBSTF
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@reasonus4
Reasonus4
1 day
$TSLA is a #bullshitbasket constituent, overvalued by $1 TRILLION based on lies, lies, lies. Retail could’ve saved $100s of billions by avoiding BS basket: $ORCL $MSTR $BTC $ETH $PLTR $CRWV $CVNA Unfortunately, they’ll lose a whole lot more on $TSLA $SPX $SPY $VOO
@RealDanODowd
Dan O'Dowd
1 day
8 months ago @ElonMusk bragged about delivering a Tesla to a customer autonomously, claiming all Teslas in the Bay Area and Austin would be delivered autonomously by the end of 2025. There hasn't been a single autonomous delivery since. It was just another PR stunt to pump
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@reasonus4
Reasonus4
1 day
Some days every call is 🎯 #bullshitbasket constituent $CVNA dropped Deep value $MSOS $GTBIF $TCNNF began the inevitable 🚀
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@reasonus4
Reasonus4
1 day
$ALB & $MP = 10%+ of $REMX Billions being poured into sector to build rare earth infra. from ground up. Hence the upgrades: $ALB > $216 $MP > $82 Furthermore, Western govs beginning to create rare earth reserves for 1st time. $REMX should keep outpacing $GDX $SLV $GLD
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@reasonus4
Reasonus4
2 days
FDR: “The only thing to fear is fear itself.” Reasonus4: “The only manipulation is the belief in manipulation itself.” We just proved that no market maker is able to overcome supply and demand. $MSOS $5 tomorrow. Bring a friend. Let’s roll. $GTBIF $TCNNF $CURLF $CRLBF $IWM
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