Based Anti-Semitic Investments Ltd.

Our picks for this week: $CBRS - start small initial position at $163 $HIMS - sell at $50 $SRFM - HOLD $BYDDY - add more if it falls to $7, sell at $17 $IAUM - add more at $32 $KLAR - add more at $17.50, sell at $40 $RACE - buy at $315, sell at $500 $LAC - buy at $3 or less, sell at $15 $ADBE - buy at $195, sell at $400 $NTDOY - sell at $25 $EQNR - buy under $25 $PBR - add more under $13, sell at $28 or above $SOC - sell at $20 $RUN - buy at $9.50, sell at $20 $WU - buy at $6, sell at $9.50 $ZROZ - buy aggressively at $56 or under $INTU - small initial entry at $340/share What has changed ● I have removed PayPal ($PYPL) from the list because it's never coming down now. They'll probably eventually agree to be bought out for at least $80/share. If it dips under $50 it's going back on the list. Go ahead and make fun of me for selling too early. ● I have added Intuit ($INTU) to the list with a purchase target of $340 per share. Like Adobe, it's beaten down by AI competition narratives. "AI can do your taxes for you, so no one's going to ever use TurboTax again," say the bears. And yet people are still using TurboTax. And TurboTax is integrating AI into their services. I don't see AI being particularly disruptive to this one. But I'm doing pyramid entry because even though institutions rotated into software in June and July, the sector could still find a lower bottom as optimism around a fake and gay end to the war sets in. I could see the hardware side of the AI bubble ramping up again. ● The probability of a near-term crash or drawdown has made me opt to take profit early and increase my cash position. I will be moving money into long duration Treasury bond ETFs if/when the market finally shits the bed, and targeting 60% cash + treasuries + gold. This strategy can only really shine if there is a combination of a market drawdown and significant rate cuts. Without the drawdown, you're missing out on bigger gains that you could have had from stocks. But if the economic macroenvironment looks like stagflation, I will have to abandon this strategy for something else. My portfolio (everything greater than or equal to 1%): 18% cash 15% Lithium Americas 12% Nintendo 7% Hims 7% Surf Air Mobility 5% Petrobras 5% Sable Offshore Corp 5% Western Union 4.5% SPLB (corporate bond ETF) 4% Klarna 4% Sunrun 3.5% BYD 2.5% ZROZ (long duration treasuries) 2.5% Adobe 1.5% Hermes International 1.5% Ferrari 1.5% BW Lpg As always, this is not financial advice. I'm 1.6% black and 100% retarded, but somehow beating most fund managers at their job.

If this ever happens to me, I am absolutely evading taxes. I am generally opposed to tax evasion. I will always tell you to file your fucking taxes, even if you are going to owe money, because you don't want to go to a rape cage filled with nìggers and be unable to freely talk shit on kìkes. However, when it is impossible for the government to ever discover that you had this income (even with 6 million Flock cameras), you're not protecting yourself by informing the government. You're just being a raped kìkeslave funding the genocide of the Palestinians and the White race. I like to tip workers in cash in the hope that they will evade taxes.

I want the kind of love where we both enjoy analyzing and trading stocks, and we spend all our time traveling and teaching our kids how to play various instruments so that we can start a Nazi band. But if I want that I have to date an autistic man, as Sam Hyde informed us all those years ago.

I don't believe her actual life is a linkdin corporate performance. But it is bad enough that she would deem to pretend it is, whoring out her stagnant white-walled aparment coupling in some uncool status signal. Probably better to be an OF whore than a linkdin whore

WARREN, WHAT ARE YOU DOING?

JUST IN: WARREN BUFFETT'S BERKSHIRE HATHAWAY INCREASES ITS GOOGLE $GOOGL INVESTMENT BY 83% TO $37,800,000,000 ...

Bullish as fuck for $SOC

Premise: the government needs a deflationary crisis that will justify lowering interest rates on treasuries to 0%. The alternative is unacceptable. Question for AI: how can the US government engineer such a crisis? What could they do? ChatGPT: THEY WOULD NEVER! DeepSeek:

Thank you for your service, Pika in ze chat

Pump my fucking bags, Gavin

🇺🇸 Hedge funds bought +$6.8 billion in US equities last week, the largest weekly purchase in 18 years. @Fin_Watch

Thesis for deflation: 1) debt defaults (money destruction) 2) aging population (less consumption) 3) AI (higher unemployment and wages go down) Thesis for inflation: muh BRICS That's how you know that one side is coping

The Bitcoin Bull Run will happen once Michael Saylor has lost every dime betting on it. The big stock market crash will happen once Michael Burry has lost every dime betting on it.

This policy will bring in more foreign bagholders, particularly in Asia. Meanwhile the anticipation of a capital gains tax cut next year will make domestic retail bagholders hold even longer. They're propping up the markets for another year.

🇺🇸 SEC is preparing to allow US stocks to trade 24/7 on the blockchain. @Fin_Watch

JUST IN: 🇺🇸 PRESIDENT TRUMP SUED FOR SELLING EARLY ACCESS TO HIS TRUTH SOCIAL POSTS FOR $100,000 PER MONTH. ...

Ah, right after the dividend cut. I should have fucking known.

*INVESTOR NELSON PELTZ PREPARES BID FOR US BURGER CHAIN WENDY'S: FT $WEN ...