PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

Markets, macroeconomics, and trading. South Africa Joined December 2021

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

a month ago

To think we almost got fucked over by the ANC and signed long term agreements with Karpower

Massimo @Rainmaker1973

a month ago

A single ship anchored off Ghana's coast generates about 12% of the country's electricity. The MV Karadeniz Powership Osman Khan is 299 meters long and pumps out up to 480 MW of power. It has been doing this since 2017.

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Share_Trader @KoosKanmar

a month ago

Once the internet absorbed most known human knowledge, it was always just going to be question of time before someone found a way to harvest it and sell it back to them. #AI

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

2 months ago

@jukan05 China will win the technological race eventually.... Americans just don't want to admit it

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JustDario @DarioCpx

2 months ago

The bond market ominous warning markets are too euphoric to pay attention to

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fejau @fejau_inc

2 months ago

Unfathomably bad takes around this this morning and a good reminder of why 13F digging is mostly a waste of time. - March 31st we were in the heat of the Iran war, makes sense to put on hedges at the time. - Options exposure on 13F’s get quoted notionally, so as if it were 100 delta i.e all 100 shares per contract. - We have no way of knowing whether these were 5 delta convexity hedges and represented a fraction of what people are saying were billions in puts or whether they were ITM puts. - Further, outright shorts don’t get reported either. Too much noise associated with things that happened back in March that aren’t relevant now, we have no idea about his turnover in assets of trade frequency. A lot happened in the months of April and May, his positioning could be completely different. Making investment decisions for 80 vol assets based on data from months ago sounds like a good way to burn money. So don’t idolize people and develop Your own thesis for why you sell and own things.

Bull Theory @BullTheoryio

2 months ago

🚨 LEOPOLD ASCHENBRENNER IS OFFICIALLY BETTING BILLIONS THAT THE AI HARDWARE BOOM HAS PEAKED. The exOpenAI researcher who was fired for warning that China could steal their AI models then turned $225 million into $5.5 billion in 12 months just filed his Q1 2026 13F with the SEC.

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Jukan @jukan05

2 months ago

KYE-HYUN KYUNG, ADVISOR TO SAMSUNG ELECTRONICS: MEMORY PRICES ARE EXPECTED TO DECLINE STARTING IN THE SECOND HALF OF NEXT YEAR.

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Lee Roach @leevalueroach

2 months ago

The 13Fs I have seen so far this quarter are, with maybe four exceptions, the most embarrassing display of professional herding I have witnessed in a decade. Every “widely followed” fund owns the same nine names. The differentiation between them, when you actually lay the holdings out side by side, is statistical noise dressed up as conviction. These are people charging 2 and 20, and 1.5 and 15, and a flat 1% on $4 billion accounts, to deliver portfolios that a Vanguard index fund could replicate at 4 basis points, except with worse turnover, higher tax drag, and a manager letter every quarter explaining why owning the same seven mega-cap names everyone else owns is, in fact, a contrarian act of independent thought. There is no work in these portfolios. There is no original research. There is no name on any of these 13Fs that required the manager to fly somewhere, sit in a lobby, eat a cookie, call a CEO at a number listed in a proxy statement from 2011, or do anything that any well-read 19-year-old with a Bloomberg login could not have done in an afternoon. The entire industry has, in the last decade, quietly stopped doing the work, because the work is hard, the work is lonely, the work makes you look stupid for 18 months at a time, and the work, when it produces a name nobody else owns, is the single greatest career risk in modern asset management. Nobody gets fired for owning Microsoft. Everyone gets fired for owning a $90 million market cap Pennsylvania bank that the LP committee has never heard of, even when the bank doubles, because by then the LP has already pulled the capital and the manager is already at a different firm doing the same thing he was doing before, which is owning Microsoft. You can do the work. You can own the small cap they will not. You can build a portfolio that does not look like anyone else’s. You will not be on Bloomberg. You will not be invited to speak at the conference. You will, however, in some ten-year window that you will not be able to predict in advance, outperform every one of these herded portfolios by margins that will, in retrospect, look obvious to everyone except the people who were doing the herding, who will, as they always do, explain that they were right in spirit and just wrong in price, which is, as it has always been, the entire reason the trade on the other side keeps working.

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

2 months ago

Why the fuck is FinTwit getting all excited about 13F filings from Q1???? These are OLD trades

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

2 months ago

@TheLongInvest No, its not. But what is worse are FinTwit Influencers claiming this was going to happen and they were all in at the lows

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

2 months ago

@MartyChargin

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J.C. Parets @JC_ParetsX

2 months ago

Hey I have an idea. Let’s make a huge deal about these 13Fs and pretend they’re not all already over 45 days old.

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

2 months ago

@Merridew__ Way way way way more

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

3 months ago

@FeroceResearch

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

3 months ago

@ThierryBorgeat Am on your side.... but no-one seems to want to accept this. Demand is likely to remain ok, but not at these prices. The last earnings presentation from Micron showed revenue is coming from pricing and not sales volume

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

3 months ago

@dampedspring You forgot to add "nothing stops this train"

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

3 months ago

@richytee If you are in the Discovery universe, Discovery Bank is a complete no-brainer, even if you only have the Credit Card like me. Investec will remain my bank, though.

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

3 months ago

@ThetaWarrior Share the details of the massive multi million dollar options trades as well.

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

3 months ago

@firstadopter Sales volumes or Sales revenue? No memory company has recorded that growth level in Sales volumes, as per their last financial reports

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PringleTrade FX 🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦 @PringleTrade

3 months ago

Why do we only ever hear from Americans on AI blah blah blah.... odd

Big Brain AI @realBigBrainAI

3 months ago

Eric Schmidt, former CEO of Google: "The AI revolution is underhyped. None of us is prepared for the implications of this." He opens with a warning: "The arrival of this new intelligence will profoundly change our country and the world in ways we cannot fully understand." He