software engineer; Not Financial Advice. shitposts; holdings: $baba
Seattle / LA
Joined February 2018
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🚨 An interesting timeline:
- Mid '24: Jensen & Alice Huang relationship begins
- Late '25: China directs firms to reject US chips
- Early '26: Megaspeed (Alice’s firm) funnels $4.8B to Nvidia
- Nov '26: U.S. intel leaks affair right before Trump-Xi summit
My take: Jensen was using Alice, not the other way around.
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JP MORGAN INCREASES SHARES IN ALI BA BA $BABA
According to Hong Kong Stock Exchange (HKEX) disclosure of interests filings, JPMorgan Chase & Co. raised its shareholding in Alibaba Group Holding Limited (09988.HK) to 6.01% on November 5, 2026, purchasing shares at an average execution price of HK$108.0277.
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BREAKING: Whistleblowers tell Democrats documents linked to Trump’s construction projects are being destroyed, per CNN
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BREAKING: Connecticut orders Robinhood, Coinbase, Polymarket to stop running illegal sports betting
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BREAKING: Texas Democrats filed two bills to legalize recreational marijuana for everyone 21 and older, allowing possession of up to two ounces, home cultivation of 12 plants, and licensed retail sales.
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For a reality check, everyone: this is the total active inventory in America, and Redfin and many others are lying to you.
We read books; don't burn them for a reason, normal inventory has been between 2-2.5 million for decades; we are at 1.6 million
Total housing inventory registered at the end of September was 1.60 million units, up 1.9% from August and up 4.6% from one year ago. #NAREHS
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Why did Bloomberg try to hide that Jensen Huang was illegally exporting Nvidia chips to China through Alice Haung's Singapore based Megaspeed?
Bloomberg is trying to get @GamersNexus' channel removed from YouTube, one week after they exposed $NVDA is smuggling chips to China. 👀
@JG_Nuke @kshaughnessy2 @DarioCpx @SamanthaLaDuc
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Bloomberg is trying to get @GamersNexus' channel removed from YouTube, one week after they exposed $NVDA is smuggling chips to China. 👀
@JG_Nuke @kshaughnessy2 @DarioCpx @SamanthaLaDuc
Everything we said 2 years ago about $NVDA smuggling video cards through Singapore is true 👀
@JG_Nuke @kshaughnessy2 @DarioCpx @SamanthaLaDuc
youtube.com/watch?v=1H3xQaf7…
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🚨NEWS: @SenBlumenthal declines to endorse @SenSchumer as the next Senate Majority Leader
Blumenthal just told reporters: "We need a conversation about leadership going forward because we need new energy and ideas"
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The House of Cards is collapsing.
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This makes no sense!
Cybercabs have been in production since April in a facility that Elon said could produce as many as 2 million per year. He can’t even deploy all the existing cybercabs that have been made. And he’s talking about shutting down a profitable line to make more cybercabs? Whaaat!?
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.
This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.
$BABA Lack of follow through is bad signal, that ugly day last week really did a number on the path it seems like, unfortunately. Careful with this atm
$BABA we have breakout from downtrend channel. We have only done this once in August, and it was just for one day. So it’s important to see follow through in the coming trading days, but big development. Then it’s testing the top trend line and reclaiming 200ma, important
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