Linsanity Capital @JLinWins Twitter profile

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Linsanity Capital

@JLinWins

2 years

Truly incredible how post-materialism has infiltrated society. We are so early.

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Linsanity Capital

@JLinWins

2 years

The fact $AMZN $AAPL $TSLA haven’t made 52 week lows with the broader indexes should scare the shit out of bulls.

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Linsanity Capital

@JLinWins

1 year

POV: You wake up from a 2-month comma - regional banks have collapsed, CS almost went insolvent, and BRICS is promoting their new world reserve currency. SPX is still at 4K

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Linsanity Capital

@JLinWins

2 years

$QQQ lowest volume since 4/4 $SPY lowest volume since 4/20 Market liquidity is drying up.

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Linsanity Capital

@JLinWins

1 year

TSLA deliveries +4% Q/Q with numerous price cuts and $7,500 EV tax credit to kick off the year? 18k inventory build... a new generation of baggies is born.

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Linsanity Capital

@JLinWins

2 years

SIVB fails —> No bail out —> Circle banks deposits evaporate —> USDC fails —> Bitcoin fails —> Schwab falters of factor risk —> TD ameritrade goes extinct. Fed has now eliminated crypto bros & day traders. Inflation is fixed. Thx for playing.

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Linsanity Capital

@JLinWins

1 year

Please be NVDA

Hindenburg Research

@HindenburgRes

1 year

New report soon—another big one.

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Linsanity Capital

@JLinWins

1 year

$GOOG up more on $META earnings than it was down on its own. Cant make this shit up.

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Linsanity Capital

@JLinWins

1 year

This $TSLA degen turned 23K--> 450K in just over 3 hours. 0DTE casino back open

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Linsanity Capital

@JLinWins

8 months

China bottom means Nasdaq top Sorry I don't make the rules, I just sh*tpost on the bird app

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Linsanity Capital

@JLinWins

2 years

Not understanding why the $VIX isn’t reacting to the pre market sell-off. Something to keep an eye on.

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Linsanity Capital

@JLinWins

2 years

Rumor: $HKD to become the largest weighted company in the S&P 500. Sources- Will pursue acquisition targets of $AAPL $GOOGL $AMZN $MSFT.

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Linsanity Capital

@JLinWins

2 years

Things you don't see at the bottom.

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Linsanity Capital

@JLinWins

2 years

Powell after hiking 4% and seeing September jobs data.

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Linsanity Capital

@JLinWins

2 years

Q1 JPM color trades: Short 41.6k x 4030C Long 41.6K x 3600p Short 41.6K x 3040p $JHEQX

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Linsanity Capital

@JLinWins

2 years

$NVDA is down 20% in four sessions. How about that new bull market eh?

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Linsanity Capital

@JLinWins

1 year

My short book after the market gaps down 1% and sequentially closes up 5bps.

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Linsanity Capital

@JLinWins

2 years

*BULLARD SAYS HE WOULDN'T RULE OUT SUPPORTING 50-BP MARCH HIKE

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Linsanity Capital

@JLinWins

2 years

Remember when $WMT gave a profit warning and fell 10% on a grim outlook? The stock has now rallied 12.5% and is above the prices it saw pre-warning. $WMT reports Q2 earnings tomorrow morning.

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Linsanity Capital

@JLinWins

2 years

Larry Fink dumped $10mn of $BLK stock this week. 👀

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Linsanity Capital

@JLinWins

2 years

BREAKING: Fed, FDIC discussing backstop to make SVB depositors whole and stem contagion fears

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Linsanity Capital

@JLinWins

2 years

Cathie Wood has 22% of $ARKK reporting tonight...

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Linsanity Capital

@JLinWins

2 years

Investooors learning how to hedge their books.

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Linsanity Capital

@JLinWins

4 months

Zack Morris after beating allegations successfully pumped his first promote to $10 Andrew Tate & Portnoy are sitting on single-day realized gains that have outpaced a decade of HF performance Roaring Kitty's account for all we know might be hacked And you're bearish?

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Linsanity Capital

@JLinWins

1 year

The boys after trading a leaked CPI report off of 4chan and consequently zeroing our accounts

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Linsanity Capital

@JLinWins

2 years

The Phillies playing like this is gonna be a 1930s depression.

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Linsanity Capital

@JLinWins

1 year

POV: You’re an Oil bear at globex open

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Linsanity Capital

@JLinWins

2 years

Gonna be so fckin funny when Jamie Dimon guides FY23 higher after calling for an economic hurricane just a few months back. $JPM

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Linsanity Capital

@JLinWins

1 year

Uhhh wtf?

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Linsanity Capital

@JLinWins

1 year

We have never been more in need of a DXY index limit up...

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Linsanity Capital

@JLinWins

1 year

Soon we find out who is behind this 64% jump is revenue guidance from $NVDA. My guess is $GOOG ramping capex hard right now.

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Linsanity Capital

@JLinWins

2 years

The market might never be red again in our lifetimes.

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Linsanity Capital

@JLinWins

2 years

I can't believe this friggin 2008 analog chart might actually work, is it really that easy?

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Linsanity Capital

@JLinWins

1 year

Sorry to be that guy as we all are enjoying the chips and dip today, but UK gilts are quietly imploding part II.

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Linsanity Capital

@JLinWins

2 years

Shorts are easier to find than longs right now, anyone else?

Linsanity Capital

@JLinWins

2 years

Longs are easier to find than shorts right now. Anyone else?

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Linsanity Capital

@JLinWins

1 year

My brother in christ stop saying the VIX is a fear indicator. It simply displays a distribution of price probability outcomes. Plz fix

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Linsanity Capital

@JLinWins

2 years

MICROSOFT CUTTING HUNDREDS OF CONTRACTORS AMID LAYOFFS AND A HIRING FREEZE - INSIDER Should be good for an ATH….

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Linsanity Capital

@JLinWins

1 year

Interesting note from GS: Banks with <$250bn of assets accounted for 50% of U.S. commercial and industrial lending, 60% of residential real estate lending, 80% of commercial real estate lending and 45% of consumer lending.

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Linsanity Capital

@JLinWins

1 year

FOMC prediction: Regardless of what the policy rate decision is. Powell will lose control of the narrative (if he has not already), it will be crystal clear come 3:30pm.

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Linsanity Capital

@JLinWins

6 months

I’ve complied a list of non AI stocks that just go up. Take my advice and don’t even bother running numbers on these if you want to avoid brain aneurisms. $WING $FND $IOT $CELH $COST $CAVA $HD $DKS Valuation doesn’t matter here - just buy. What am I missing?

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Linsanity Capital

@JLinWins

2 years

Don't think I've seen a faster sell-side flip for a single name than $NVDA. Almost every analyst went from extremely underweight just two months ago now to top pick from AI generated capex...

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Linsanity Capital

@JLinWins

2 years

Many charlatans in the comments heckling me for my call on a nasty sell. Well guess what - Rates & FX markets blew up so bad this morning that global CBs had to step in from preventing a tail risk spiral. Just bc your 0DTE calls worked out does not mean you need to dunk on me!

FinancialJuice

@financialjuice

2 years

FED'S DALY: INTERVENTIONS TO STABILISE A DISLOCATED MARKET IS VERY DIFFERENT FROM QUANTITATIVE EASING.

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Linsanity Capital

@JLinWins

1 year

If disinflation was resonated throughout the CPI report, why are long end treasury yields moving materially higher?

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Linsanity Capital

@JLinWins

2 years

If you believe in fundamentals, some of these post earnings reactions are providing generous gifts.

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Linsanity Capital

@JLinWins

2 years

$AAPL recent 20% rally seems to be the most manufactured. They already cut top-line growth for Q2 (likely to revise down further for Q3). 130 handle in June made much more sense for this forecast. If they miss and open down -5% I'd imagine some serious pressure from 401k sellers.

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Linsanity Capital

@JLinWins

1 year

Bezos buying 1 share of AMZN literally means he’s telling incels to get in before he buys a shit ton more. Few.

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Linsanity Capital

@JLinWins

2 years

How is this app free???

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Linsanity Capital

@JLinWins

2 years

YTD lows by close. Will delete if wrong.

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Linsanity Capital

@JLinWins

2 years

Unpopular opinion: China reopening and the recent Bitcoin rally is more correlated than you think.

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Linsanity Capital

@JLinWins

2 years

Fridays are averaging 1.92% moves on $SPX so far this year. 0DTE mania in full throttle...

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Linsanity Capital

@JLinWins

2 years

My girlfriend just canceled dinner for a workout with her personal trainer. Not sure who is more believable, her or the SEP?

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Linsanity Capital

@JLinWins

2 years

Going to tell my kids I survived the flash crash of 1/24/23

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Linsanity Capital

@JLinWins

7 months

Step 1: Bid tech stonks to 50x FCF Step 2: Hawkish discourse to reverse asset price-driven wealth effect on inflation Step 3: Have a regional bank fail on duration mismatch Step 4: Front run incoming dovish reaction function by bidding tech stonks to 60x FCF Step 5: Repeat🥳

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Linsanity Capital

@JLinWins

1 year

Shorting AAPL on valuation bc the growth story has no more is a fools errand. It will take a big product launch flop to crack the multiple. AR/VR likely is your candidate.

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Linsanity Capital

@JLinWins

1 year

Short selling ban chatter floated from admin and you thought there wouldn’t be a panic cover bid on regional banks into the weekend. Thx for playing

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Linsanity Capital

@JLinWins

2 years

$TSLA deliveries fall 8.5% vs production. Those backlog forecasts comped to pandemic demand will not be good for 1H inventories. 🚩

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Linsanity Capital

@JLinWins

2 years

A deleveraging event is upon us within the next 18months. The culprit will be a singular company. Few understand this.

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Linsanity Capital

@JLinWins

1 year

Eoq markup means every single PM will be forced into yoloing semis next week. Fun enough we have MU reporting Tuesday who is experiencing one of the most intense inventory ex write-down gluts of the past two decades. Going to be thrilling to watch🥳

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Linsanity Capital

@JLinWins

2 years

July rally was hated. This one seems like a desperate cry for help...

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Linsanity Capital

@JLinWins

2 years

Unpopular Opinion: Regardless of whether you think cheap/expensive, this bear market doesn't end until $AAPL trades at a discount to the S&P 500 (historical norm).

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Linsanity Capital

@JLinWins

1 year

So I was just informed Bitcoin has breached 30k on Taiwan invasion risk.

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Linsanity Capital

@JLinWins

1 year

People are about to find out what reflexivity means real quick…

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Linsanity Capital

@JLinWins

2 years

The market is the Fed and the Fed is the market. Price discovery died in 2009 thanks to Ben Bernanke.

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Linsanity Capital

@JLinWins

2 years

So what is up with Ichan shorting billions of spoos expiring next week?

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Linsanity Capital

@JLinWins

2 years

Smooth Brain: Musk bagged paying $44bn for $TWTR. Big Brain: Easy exit strategy on overvalued $TSLA stock.

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Linsanity Capital

@JLinWins

2 years

Pivot bros are about to get a rude awakening.

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Linsanity Capital

@JLinWins

1 year

My Friend: "Hey man, doing any thing fun this weekend?" Me: "Not really dude, just preparing for the next supercycle."

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Linsanity Capital

@JLinWins

2 years

$GOOG will have to cut another 15% of its workforce MINIMUM before we start talking about operating margin accel…

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Linsanity Capital

@JLinWins

2 years

Tinfoil hat here - but a large reason for the mkt ramp in Jan was pulled liquidity from the TGA as Janet Yellen kept gov funding afloat while the debt ceiling negotiations were in standoff. Setting up for a juicy sell the news event.

Kevin McCarthy Targets Elimination of Budget Deficits in Debt-Ceiling Talks

The GOP demand would likely require deep cuts to federal spending. “Now we must return Washington to a basic truth: debt matters,” the House Speaker said.

www.wsj.com

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Linsanity Capital

@JLinWins

2 years

BOE chair Bailey just admitted the UK pension system has imploded.

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Linsanity Capital

@JLinWins

2 years

Few understand Larry Fink & $BLK is the Fed. During the 2018 taper tantrum Fink had an emergency meeting with Powell ultimately leading to consecutive rate cuts when the market expected hikes. Double digit inflation changes this…

GURGAVIN

@gurgavin

2 years

LARRY FINK CEO OF BLACKROCK WHICH IS THE WORLDS LARGEST ASSET MANAGER WITH OVER 10 TRILLION IN ASSETS SOLD ANOTHER 8% OF HIS OWN STOCK LAST WEEK. THIS IS HIS BIGGEST STOCK SALE AFTER COVID , HIS LAST BIGGEST STOCK SALE WAS RIGHT BEFORE THE COVID CRASH. $BLK

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Linsanity Capital

@JLinWins

1 year

Happy vanna/veta/vera/gamma/charm roll off day 🥳 Remember your stonk is only down because of quad witching, not because it is a shitco. You are actually a great stonk picker But untill zen

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Linsanity Capital

@JLinWins

2 years

Call it intuition or a gut feeling, but something tells me that a break of the 200DMA wont be good for risk assets.

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Linsanity Capital

@JLinWins

1 year

This Doge logo is fucking insufferable

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Linsanity Capital

@JLinWins

2 years

After finishing my much-procrastinated Christmas shopping, I can now confirm that the US debt/GDP at 130% is accurate. Our entire economy is running on credit.

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Linsanity Capital

@JLinWins

2 years

Judging by this Statement, committee seems worried about the mkt/fin conditions getting ahead of itself propelling upside risk to inflation in Q1. Expecting a hawkish powell during the presser.

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Linsanity Capital

@JLinWins

1 year

Junk flying everywhere reminiscent of late Jan/early Feb local top.

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Linsanity Capital

@JLinWins

2 years

Just arrived in Greece, was ecstatic to exchange some dollars for euros until the lady at the counter tells me the parity only exists in the stock market. Welcome to Europe! 🥳

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Linsanity Capital

@JLinWins

1 year

Wouldn't be the surprised if large-cap tech desrisks ~10% over the next two weeks as px leading into 1Q reporting doesn't justify early vendor signals. UBS -ve on MSFT cloud checks AAPL -40% y/y PC sales Both of these sitting near upper bound of historical fwdx multiples.

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Linsanity Capital

@JLinWins

2 years

What if CPI comes in cool and stocks sell off?

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Linsanity Capital

@JLinWins

2 years

Lots of dunking on the late bears. Ironically, mostly from the late bulls.

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Linsanity Capital

@JLinWins

2 years

Does anyone want to take a friendly wager that $TSLA will be down more tomorrow than it was today?

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Linsanity Capital

@JLinWins

2 years

Banning TikTok and OnlyFans would be more effective in curbing inflationary pressure than rate hikes.

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Linsanity Capital

@JLinWins

2 years

Can’t believe I missed the housing bottom again. 😭

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Linsanity Capital

@JLinWins

1 year

So first weekend out with the new adult beverage stipulations. Safe to say #Budlight is fully canceled. Great job to the crowd. It’s amazing what people can achieve in unison.

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Linsanity Capital

@JLinWins

2 years

I am currently the MOST bullish on the US dollar than I have been throughout any point of this cycle. $USD $DXY

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Linsanity Capital

@JLinWins

1 year

Jerome Powell walking into the press conference tomorrow and telling Nickileaks Timiraos that the job isn't finished until everyones 401k is zeroed out.

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Linsanity Capital

@JLinWins

1 year

Confirmed, Canada is trash. Why would anyone live here?

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Linsanity Capital

@JLinWins

7 months

Men used to go to war - now they authorize share repurchases at 60x fwd EBITDA

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Linsanity Capital

@JLinWins

2 years

Jpow needs to have his furry suit on tomorrow or else look out below. 2YR Yield priced down 30bps in anticipation of a lower FFR due to sharp downwards velocity in CPI. Anything less of cinderella-soft, markets will be under stress. Rate cuts now expected in May 23.

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Linsanity Capital

@JLinWins

2 years

I'm assembling a team.

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Linsanity Capital

@JLinWins

2 years

I guess Kuroda was fed up with the Japanese economy importing inflation. Little does he know a time bomb was just set off. The Yen carry trade might be the most levered instrument in all of the financial world this year. 👇👇👇

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Linsanity Capital

@JLinWins

2 years

The next sell-off will be the recessionary sell-off.

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Linsanity Capital

@JLinWins

2 years

$VIX closed way too green.

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Linsanity Capital

@JLinWins

3 years

Crazy how quick Fintiwt can change from renewable energy scientists to epidemiologists to foreign national experts.

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Linsanity Capital

@JLinWins

1 year

gm

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Linsanity Capital

@JLinWins

2 years

MSFT growth will be stagnant for a while and 25x multiple with a 1.8Tn valuation very expensive relative to the rest of the mkt. That being said bears might still be fcked.

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Linsanity Capital

@JLinWins

1 year

Today marks quarter end: "A period were logic deceases and FOMO is copious" My favorite Quarterly letter savior is $AI The ticker is sexy and might make LPs drool BUT C3 is trading 16x on -37% EBIDTA margins😮‍💨 Will be thrilling when PMs puke these names next week🥳

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