| Date | Tweet |
|---|
| 2026-03-26 | As for $VLN, I don't think I'm wrong. But markets clearly disagree with my opnion.
I've learned two things:
- Some stocks like Japanese ones can trade way under book value
- Markets don't like stocks from Israel like $ETOR for some reason (lost a lot on that too).
I still think it's undervalued… → · 53 likes · 18,676 views |
| 2026-02-21 | Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year
> Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up
> Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views |
| 2025-10-19 | Yeah I always underestimate tax harvesting effects from hedge funds/institutions.
Whenever a stock like $ETOR goes 2% lower, I think "it can't get any lower than this" then it does. This only applies end of year for Oct/Nov/early December for stocks down on the year.
Yeah I bought $RDDT at $190… → · 5 likes · 821 views |
| 2025-10-18 | Weekend Reflections ☁️
I just wanted to post every position I'm down on this year + lessons learned.
___
1. $ETOR - ($62 → $38.6, DCA $48, -19.58%)
2. $VIRT - (~$38 → $33, -45%)
3. $SNAP - ($8.2 → $7.69, -6.2%) (new)
4. $SG - ($8.2 → $7.32, -10.73%)
5. $GRRR - ($20.5 → $16.99, -17.12%)
6. $FL… → · 80 likes · 38,240 views |
| 2025-09-20 | @KevinLMak Prob $ETOR.
I'm guessing it's because it's down for the year and people tax harvest before EOY.
But ~800+ net cash, 3.6B marketcap, growing 22% y/y like $IBKR, profitable, down in the dumps. → · 3 likes · 2,102 views |