Overd0se @Turcaat
Geneva, Switzerland Joined March 2016-
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Overd0se retweeted
Feels bad, -49.4% drawdown this month after the recent crash. My portfolio is mainly AI chokepoints and bottlenecks. In the memory, photonics, robotics, and upstream semis, (on margin) which all tend to be higher beta than others. But reduced leverage recently from the crash. I see a lot of people making fun of the drop or AI names, saying it’s obvious that: - “AI is a bubble” - “memory/kospi is a bubble” - “photonics is a bubble” - “humanoids won’t get anywhere” - “neoclouds will get replaced by hyperscalers like Meta” And a bunch of retail + bots saying “sell everything, it’s never going to recover”. But I have conviction that all these themes are backed by structural revenue growth or technological shifts. And I’ve had similar drawdowns back when there admin threatened global tariffs, before markets pulled off a recovery. I personally have a longer horizon + higher tolerance for volatility than others, to see how this plays out. Especially considering a lot of retail view things on a week to week basis: no, my thesis isn’t wrong yet if I project revenue inflection in H2 2027 and it’s 2026 now. Anyway, feels bad short term just wanted to share anyway for transparency.
Agreed! It’s nice to remember your thesis during a market crash. From my own personal thesis, if $AAOI hits $1.4B quarterly revenue start of Q3 2027. Which is annualized $5.6B off a $8B MC. Is it “over” for the company if that revenue ramp hasn’t even shown up in the quarterly
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Overd0se retweeted
In the future, a trillion times a trillion dollars will be spent on making antimatter to travel to other star systems
@NingiResearch Can you just move on ? , close your short position and forget
Overd0se retweeted
🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Today, @SpaceX (Nasdaq: SPCX) makes its public market debut with a $75Bn offering (pre-greenshoe) at $135 per share, marking the largest IPO in history. Congratulations to the SpaceX team. We are honored to serve as joint lead bookrunner and sole stabilization agent.
Overd0se retweeted
BREAKING: $HYPE FLIPS $SOL IN PRICE
NEW: hyperliquid:native FLIPS solana:So11111111111111111111111111111111111111112 IN FULLY DILUTED VALUATION SOURCE: coingecko.com
@OGCapital25 BRO is « open to work » on LinkedIn
Overd0se retweeted
Hyperliquid is outperforming everything. $HYPE
Overd0se retweeted
🔥 LATEST: Hyperliquid, built by Jeffrey Yan, reportedly generated over $900M in profit with just 11 employees, making it one of the most profitable startups per employee globally.
Overd0se retweeted
True
I don’t think people realize how affordable Teslas have gotten. A new Model Y is $530/month. (72 months)
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📍 Riva del Garda, Trentino, Italy 🇮🇹
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Limone sul Garda, Italy 🇮🇹
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Lake Como, Italy
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I can’t even sleep anymore.
Overd0se retweeted
it's 2030 €158m in assets no calls no mails no stress just chilling
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