Jeremy Giffon
Verified record/TRACE receipts
Score—W·L0·0Win—
Avg-2.3%Win29%
Shows
Top tickers
XYZ1001 calls
SPCX1 calls
GOOGL1 calls
SNOW1 calls
HOOD1 calls
WCLD1 calls
PAVE1 calls
Speaker record
XYZ100/long/iltb
Just buy big companies at their 200-week moving average, dead simple but it works
a good example of simplicity is like, you should just buy like big companies when they're at their 200-week moving average. And it like, I love that idea because it's just so simple, but it's right.
Peak+1.8%
SPCX/long/iltb
SpaceX now holds most of Musk's wealth and bundles rockets, Starlink, Grok and X; long Musk is long SPCX.
I'm a bigger and bigger believer in the and the simplicity, which is like, you probably want to be long Elon Musk, you know, or like, like that level of idea.
Peak+0.1%
GOOGL/long/iltb
Selling compute not strings collapses software's fat margins, so all the money flows to the biggest scale player
And now I think we're in an era where we're selling compute and selling compute. You can't, you can't write the prompt once and then sell copies of the output. You have to do the compute every single time. And so the marginal cost obviously is not zero. And I think this is like a fundamental, huge change to the software business.
Peak+1.6%
SNOW/