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Analyse like a VC, decide like a trader. Asymmetric bets. Early and long-term. Entries: $OPEN 0.73$, $IBRX $2, $IREN 17$, $AMD 80$, $ABCL 3.53$ $NAUT $1.17

Nasdaqistan & iDAX
Joined November 2023
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Invest with Felix retweeted
$AMD extreem, maar wie weet...
Replying to @JDB_trading
AMD 50-61.8 nu
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Invest with Felix retweeted
Yep
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Invest with Felix retweeted
anthropic is probably the best business in AI right now and i still wouldn’t touch it on day one. the whole thing is set up for suppliers and insiders to sell into the index buying.
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Invest with Felix retweeted
📢 excited to kick off the first episode of our monthly x space series featuring @scottfelsenthal! topic: investment philosophy & the thesis on opendoor ($OPEN) scott (former ceo & current coo, investor focused on overlooked public companies & unusual setups) will join us for a collaborative discussion on his investment style, how he approaches asymmetric setups, and why he's watching $OPEN. 🗓 date: sunday, august 30th ⏰ time: 12:00 PM pst / 2:00 PM cst / 3:00 PM est 🎙 format: open panel + live q&a from the audience set your reminders and bring your chair and questions! nitter.gq/i/spaces/1lKQRWgZDNyGE

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Invest with Felix retweeted
🚨 The Open Army Earnings Watch Party is LIVE Tuesday, 8/4! We’re kicking off 30 minutes before the bell to catch the pre-close action, stream the Financial Open House together, and dive straight into post-earnings breakdown with top $OPEN community voices. Whether you’re deep in the thesis or just curious about Opendoor’s trajectory, grab a seat on stage or pull up a chair in the audience. 🔔 Set your Space reminder now! nitter.gq/i/spaces/1OGwbbr…
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You guys got me fired up. Tokenization break down will follow soon. I'm convinced with this leadership $OPEN will become a $1000 stock in less than 10 years. I shared the vision. New deep dive will follow soon. Stay tuned. In case you missed it: nitter.gq/InvestWithFelix/status…
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Invest with Felix retweeted
$OPEN under Kaz leadership is like Lisa Su becoming CEO at $AMD in 2014. You are having the entry of a century. The world is not ready. Real estate is the biggest TAM. Liquidity is it’s biggest issue.
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Invest with Felix retweeted
Worth reading if you are a young man. 18-35 year old men are in trouble. Half of my friends are fully addicted to sports betting, prediction markets, 0dtes. I see people with young kids becoming fully absorbed to gambling. But they can't admit it because they're "not losing that much". As a man, we want to provide, produce, and build a future for our family. But sometimes judgement gets clouded when things aren't working or we're struggling...so we look for "quick" wins. The dopamine of feeling like we're worth something. Or to keep up on social media. Or to feel useful to the world. It's a man's kryptonite. You have to protect every dollar with your life. That $100 of "fun money" is your future daughter's birthday present. Because eventually, when you're trying to "make it all back", that $100 turns into -$10,000...fast. Next thing you know, your son's college tuition is sitting on kalshi's balance sheet. Men. I am asking you to stop the degenerate gambling. Compounding is a wonder you can't even comprehend, but you won't experience it if you keep resetting at zero. Brick by brick, men. DMs are always open.
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Invest with Felix retweeted
$IBRX -25% over a FDA action which seems quite common as of late ... dozens of FDA letters are being sent out, across the board, for the same reason: allegedly, misleading ads
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A clip that left the world in disbelief and horror. Israel did this.
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$TMDX (TransMedics) #earnings are out:
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Invest with Felix retweeted
🧵 ImmunityBio ($IBRX): Generational opportunity or just hype? A grounded thesis 👇 1/ $IBRX is not a “one-drug biotech.” ANKTIVA is a lymphocyte-stimulating platform designed to restore immune competence, not just target tumors.
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Invest with Felix retweeted
Interessant draadje en natuurlijk praat ik slechts over scenario's en geen zekerheden. Ik denk dat het verschil zit in de timeframes. Naar mijn idee is de maandgrafiek van de Nikkei bubble jaren 80 redelijk vergelijkbaar met de kwartaalgrafiek van nu. Dat kan komen door een grotere market cap, waardoor het langzamer gaat. Maar de uitkomst zal mi hetzelfde kunnen zijn.
Er kan technisch bekeken al geen parallel meer worden getrokken met 1929, 1989 of 2000. Als dat wel zo blijkt te zijn dan trek ik de conclusie dat ik een domme leek ben en stop ik voorgoed met beleggen. Waarvan akte! 🎬
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$OPEN Why Opendoor’s pricing AI is inherently transferable beyond real estate. Real estate is the hardest possible asset to price — location, layout, materials, age, micro/macro cycles, liquidity constraints. If an AI system can handle that complexity, it can price almost anything. 1️⃣ Transferable model A pricing engine trained on the most multidimensional asset class naturally generalizes to other categories: used cars, electronics, furniture, collectibles, P2P goods, etc. The underlying task is the same: predict fair value under uncertain conditions. 2️⃣ Pricing-as-infrastructure This turns Opendoor’s AI into a valuation layer — not tied to holding the asset. It becomes an API that supports marketplaces wanting instant, accurate pricing. 3️⃣ Marketplace integrations Flea-market apps, resale platforms, even Amazon sellers could plug into this pricing API. Anyone who wants to sell anything could get a “fair price check” powered by Opendoor’s engine. 4️⃣ No inventory required Opendoor doesn’t need to own every asset class. It only needs to provide the intelligence layer that reduces friction in buying/selling decisions. This is how pricing becomes a network effect business, not an inventory business. In this view, Opendoor isn’t just “real estate tech.” It’s a universal pricing infrastructure — a foundation for every market where humans ask: “What is this worth?” @Opendoor @nejatian @rabois
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Read my deep-dive on $SNAP below. $Snapchat ’s Quiet Reinvention: Why Snap Is Entering a High-Conviction Asymmetry Zone substack.com/@erlichbachman/… Educational purpose. Not financial advice. $stocks
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🧵 Understanding where the "bubble" is in AI
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Invest with Felix retweeted
Exactly as predicted, now that DOGE has scraped all your personal data from government agencies, it is being given to Peter Thiel's Palantir. It was always going to be Peter, who dreamed of dictatorship for decades, patiently built up his "political project" to seize power. 1/
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