Le Chiffre @cypherofalpha
Life Short, Money Long | Former #1 Trader on $DYDX | No Views, Only Positions | Chief Quant @CypherHF | https://t.co/nXPZApKjDz cyphercapital.ai The Matrix Joined December 2021-
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ppl have a misunderstanding of where alpha comes from or what it is its not some signal that gives you a glance into the future its the right trading params, its right ppl, its the right tech, its the right combination of a variety of "obvious" factors theres no magic here
Seeing lots of people engagement farming the breakout in China equities right now. Results over bait. Follow to be early on the next one 🤝 $FXI $KWEB $BABA
Has anyone ever successfully pulled this off?
Has anyone ever successfully pulled this off?
Those of you who follow me closely know $GOOGL has been one of my highest conviction bets recently. A few weeks ago this stock was trading at a lower multiple that the S&P500 Ex-Tech. Yes, read that again: EX-TECH‼️ We are going so much higher, strap in🚀
Those of you who follow me closely know $GOOGL has been one of my highest conviction bets recently. A few weeks ago this stock was trading at a lower multiple that the S&P500 Ex-Tech. Yes, read that again: EX-TECH‼️ We are going so much higher, strap in🚀
Oh there was a sell off? I couldn’t tell 😏
I wrote a long time ago that gold miners were a complete waste of time All huff with no puff All risk and no return That if you're bullish on gold, just own more gold to amplify your returns The only rational for the miners today is their catastrophic price performance Gold…
Long the Magnificent 7 and short Chinese equities remain the two most crowded trades ATM. $BABA $TCEHY
$META down 12% for two reasons. 1. Midpoint of revenue guidance for June is 1.3% below the Street. 2. They are increasing the midpoint of Capex spend by 12%. My take: 1. The 1.3% revenue guide down for June is a rounding error under normal circumstances. The problem for META is…
Bull killer? Well... $SPY was up 100% of the time 40 days after $META gapped down -10% or more on any open.
Starting to worry a bit, first Dimon selling in the open market for the first time ever. Now this… The market cannot go up if banks go down $GS $JPM
Starting to worry a bit, first Dimon selling in the open market for the first time ever. Now this… The market cannot go up if banks go down $GS $JPM
Ozempic is not a medicine for obesity. Not eating is FREE and requires no action on the patients part. Ozempic is actually medicine for lack of self control and self discipline. Now they want YOU to pay for it. Are you going to foot the bill for their laziness?
Study 📖
Study these 📚
Optimization is overrated Imagination is underrated
Timpers 👾 @TimpersHD
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Chimpers @ChimpersNFT
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The dumbest thing you can do as a based and pattern noticing man is reproduce with a normie minded female Literally just asking for your kids to dive straight back into the normie slop mindset and basically end your free thinking genes from carrying on The only actual excuse…
i deleted le tweet, it got too big, i am a niche underground actor and not a kol
@cypherofalpha the stocks i buy effectively are the government :)
@cypherofalpha no, i only buy stocks with strong fundamentals, which a graph doesnt tell you
The only Mag 7 stock that did not get an earnings pop was $META. 5 out of 6 had strong pops. Good odds. You know what that means. Full port 3x margin levered all in 2nd and 3rd mortgage your house sell your dog sell your kidney $NVDA. May 22nd. 80% sure.
@AutismCapital trump should attend and pump the keg for awhile
Sport Classic is prolly one of my new models.
This is not an uncommon thing. Or at least not unheard of. Serotonin antagonists work for depression, while conventional wisdom says agonizing them (whether through agonists or reuptake inhibition) would be the natural pathway.
Ok correction MariTide is a GIP antagonist GLP1 agonist so the opposite of Mounjaro’s effects on GIP.
AMGN’s drug MariTide is a GLP-1 *antagonist* - meaning it blocks GLP-1 receptors. The opposite of what Ozempic and Mounjaro do. If it works, it will mean we have to reevaluate some thinking about how these drugs work. I have been cautious and expecting more severe side effects,…
Shiver me timbers a 3 cent beat. Bargain of a lifetime to buy $AAPL at just 27x 2024 EPS of 6.56.
14 months later and it’s still working… why did I ever exit this
As you saw before, my daughter had only one short in her portoflio $NET and she just closed it in AH on the -11% move lower 🫡
When is the UNC frat party? Anyone tryna roadtrip from NYC down there? That would be dope as fuck
ppl have a misunderstanding of where alpha comes from or what it is its not some signal that gives you a glance into the future its the right trading params, its right ppl, its the right tech, its the right combination of a variety of "obvious" factors theres no magic here
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