hedge fund hero. pm/trader/analyst. previously ran trading desk on sell side. my portfolio may change without notice. nothing I write is investment advice.
JPM remains Overweight in $DQ. This is a net net (ADRs are low $1B mrkt cap but group has cash of $2B+ of cash), no debt, it’s ShangHai subsidiary is worth ~3x the ADRs and now is partnering with Chinese govt and re-focusing on the world’s biggest bottleneck, AI infra. $688303 SH
Someone betted $44,100 into $META 610C 0DTE the minute before the news came out
They are now up 6000-9000%+ at the moment
They turned $44,100 into $4M in just 30 minutes
Not a coincidence?
The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE.....
It’s official: Ontario’s new advertising campaign in the U.S. has launched.
Using every tool we have, we’ll never stop making the case against American tariffs on Canada. The way to prosperity is by working together.
Watch our new ad.
reuters.com/sustainability/b…
"Simply put: heavy industry must buy green," Fishman wrote of the new regulations. Newly built data centres in so-called national hub nodes must use at least 80% green electricity”
Huge for Chinese solar!
$dq 688303 $tan 600438 3800 HK $jks$csiq
I verified it with my own eyes on $nyt website. NYT polled way more 2020 Biden supporters than Trump supporters 42.7% vs 34.6%. That’s fine. Polling 1010 people is hard.