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About
The NVDA Double Top
How I shorted NVDA for an ~8% profit in 2 days
Nov 7
10
1
Latest
Top
Discussions
Hanging from an AI thread
Global Macro et al.
Oct 31
9
The Trump 2.0 Thematic
All Philoinvestor Trump 2.0 pieces organised here.
Oct 29
3
1
You're leaving Yen on the table...
For FX traders: Two trades on the USD/JPY that we telegraphed in the Philochat.
Oct 23
2
The Europe Thematic
Is the Euro here to stay?
Oct 23
8
The Philoinvestor Machine
How do we spot 5X's like Duolingo, fade hype like MRNA, and time reversals on USD/JPY and Crypto — without relying on guess work?
Oct 22
7
The Central Bank of Nvidia, Part #2
The Nvidia Put & Open AI = Subprime Lender
Oct 19
18
What Trump's tantrum means for markets
Beijing’s move wasn’t tactical, it was strategic
Oct 12
15
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Philoinvestor
generalist investor. they call me Philo.
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