Chef JJ Johnson 🔪 Chef + Entrepreneur + Author + Trader. Creating bold flavors, building brands, and following the markets for the next opportunity
Hong Kong, HK
Joined March 2009
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Chef JJ Johnson retweeted
The case for compute markets and compute indices begins with a growing imbalance: the ambition to scale AI depends on enormous commitments of capital, while the people financing that expansion face extreme market uncertainty.
Building lasting AI infrastructure requires a better way to understand, price, and share that risk.
Compute has become a strategic resource. Access to it shapes who can develop advanced AI, bring new products to market, and compete on a global stage. For companies and nations alike, securing reliable compute capacity is increasingly tied to economic opportunity and technological independence.
The opportunity we are attacking is building the market infrastructure that allows more people to participate in AI’s expansion with confidence. That means giving a developer greater visibility into future compute costs, an operator a stronger basis for planning capacity, and a financier a clearer understanding of the exposure they are taking on.
We have an opportunity to make the economics of compute more transparent and its risks more manageable. Doing so will support the next generation of AI infrastructure.
Arnold Ventures Co-Chair @JohnArnold on what’s stopping compute from becoming a real commodity market:
“Compute is not a commodity where one data center is providing the same product as another data center.”
“You either have to deliver into a certain product that has a lot of buyers and a lot of sellers… or you need some type of index that the industry trusts.”
“There just aren’t that many short-term deals. Transparency into those is difficult.”
“The distinctions between the chips and the design of the data center and all the specific needs is just different.”
“Trying to either come up with the physical delivery mechanism or the index that everybody trusts to be right is really hard.”
Chef JJ Johnson retweeted
The type of info shared in the Bullflow Discord is unmatched.
$QQQ +350% banger 🔥
@ThePupOfWallSt
Chef JJ Johnson retweeted
🚨 UPDATE
LA28 FAILED to provide us with any of the financial docs we requested and that they are contractually obligated to provide.
We requested these to give you TRANSPARENCY on their finances related to the Olympics since LA TAXPAYERS ARE ON THE HOOK if it goes over budget.
Chef JJ Johnson retweeted
$RYET +11% AFTER HOURS
Ruanyun Edai pushed to around $0.89 after the close as attention continues building around its AI + education expansion.
Formind Group, $7.48M FY2026 revenue, an ~$880K YeeZo contract, 10 AI labs and 610 workstations are giving traders plenty to watch.
Momentum is clearly picking up
Chef JJ Johnson retweeted
NEWS: Cboe Global Markets to Present at the Barclays Global Financial Services Conference on September 16
Read the full press release: bit.ly/4isGZW1
Chef JJ Johnson retweeted
100% on 2 $TSLA credit spreads
Been trading $TSLA for years and there’s always a 6-7% run-up the day before an event
Just to see a sell off the next
Buy the rumor, sell the news
HAGW #OptionsSelling
Chef JJ Johnson retweeted
Legal AI startup Harvey just raised $550 Million at a valuation of $15.6 Billion
If you are interested at all in private market companies raising money and (eventually) going public you should be following @IPONewsroom_
This is a new account we've been working on which just does 1 thing
Keep you updated on everything going on in the private markets world
HARVEY RAISES $550M AT $15.6B VALUATION
Legal AI startup Harvey has raised $550M in a round co-led by Lightspeed Venture Partners and Diffusion, lifting its valuation from $11B in March.
The company has now raised more than $1.5B, surpassed $400M in ARR and grown to 3,000+ customers, up from 1,300 in March.
Harvey plans to use the funding to build more of its own AI models and hire specialized engineers. It also acquired agent-security startup Guardrails AI, its fourth acquisition this year.
Chef JJ Johnson retweeted
New house prices are down 15% in the last four years.
And for the first time ever, new builds are cheaper than existing houses.
With the average new house selling at a $40,000 discount to existing in July 2026.
Existing Sale Price: $434,000
New Build Price: $394,000
That's a 9.3% discount on new builds.
But normally, it's the other way around.
Typically, new houses sell for $40,000 more than existing houses.
Because they are bigger (2,200 SF for new builds, 1,800 SF for existing) and newer (with less initial maintenance).
Thereby comanding a higher price.
But no longer.
How long can this dislocation persist for?
To see for your area, search ZIP value on reventure.app
Chef JJ Johnson retweeted
⚠️The decline in China's Treasury holdings is UNPRECEDENTED:
China's share of total US Treasuries outstanding is down to just 2%, its lowest level since 2001.
This marks a -12 percentage point decline from its 2011 peak, when China's official Treasury holdings reached $1.3 trillion.
Since then, China has cut its holdings by more than HALF, to $633.4 billion, the lowest level since 2008, during the Great Financial Crisis.
China has now trimmed its holdings by -$183 billion since the start of 2024, according to the latest Treasury International Capital (TIC) data, which tracks foreign holdings and flows of US securities.
China is reducing its exposure to US government debt, adding another structural headwind for Treasury demand.
The de-dollarization trend is set to continue.
Chef JJ Johnson retweeted
BREAKING: The 60+ day delinquency rate on US subprime auto loans is up to ~5.2%, the highest on record.
This figure has more than doubled over the last 4 years.
Serious delinquency rates on subprime auto loans are now ~1.7 percentage points above their 2008 Financial Crisis peak.
At the same time, 60+ day delinquencies on prime auto loans are up to ~0.4%, near their highest since 2011.
Meanwhile, total US auto debt surged +$28 billion in Q2 2026, to a record $1.71 trillion.
Americans are falling behind on their car payments at a historic rate.
Chef JJ Johnson retweeted
1/
Get a cup of coffee.
In this thread, I'll walk you through "Gambler's Ruin".
This is a classic exercise in probability theory.
But going beyond the math, this exercise can teach us a lot about life, business, and investing.
Chef JJ Johnson retweeted
LATEST: ⚡ The Ethereum Foundation is switching to more widely used SHA or BLAKE cryptography in its plans to protect Ethereum from future quantum attacks, with a production-ready leanVM targeted for 2027.
Chef JJ Johnson retweeted
CPI today will be a very important print, as the Feds hands could be tied if too hot a print. $CRWV and $LITE lead the way with earnings beats, and even $SMCI trying to gap up giving its believers a treat. All these gains will be put to the test at 8:30am, so some levels at stocks to be aware of til then.
$SLV - metals remain strong, gapping up again as breakout on the daily continues. 59 and 59.50 dip buys. gauge post CPI and wait til open
$CRWV - smaller loss than expected plus big guidance beat. like 101.50 support
$IBIT - might be gapped up but want this as a play on weakness today under 36.50
$SPCX - has support and resistance in easy 130 and 140 on multiple time frames. this will be a reversion play today
Almost time for the #CPI print, join us live!
youtube.com/live/45aEiyDhpPg
Chef JJ Johnson retweeted
PAT DORSEY JUST UPDATED HIS $1.6 BILLION PORTFOLIO
This is everything Dorsey Asset Management owned as of the end of Q2
- ASML $ASML: 130,364 shares, $259,351,000
- AppLovin $APP: 439,313 shares, $226,347,000
- Royalty Pharma $RPRX: 2,456,528 shares, $137,738,000
- Booking $BKNG: 741,500 shares, $132,165,000
- S&P Global $SPGI: 316,413 shares, $128,862,000
- Uber Technologies $UBER: 1,761,941 shares, $127,142,000
- Live Nation $LYV: 655,658 shares, $120,058,000
- Danaher $DHR: 626,211 shares, $119,281,000
- Meta Platforms $META: 199,901 shares, $112,602,000
- AerCap $AER: 766,828 shares, $111,788,000
- Sunbelt Rentals $SUNB: 1,150,578 shares, $86,075,000
Chef JJ Johnson retweeted
Aug 11 Trade Recap 🔥
@mataetrades
$SPX 7770C 4.35 -> 6.85 (+57%)
@BdortsTrading
$MU 800P 1.63 -> 2.50 (+53%)
$LLY 1300C 1.56 -> 2.05 (+31%)
@spacemnke
$LLY 1300C 1.37 -> 2.01 (+47%)
$SPX 7780C lotto failed
@tradersarangc
$SE 132C 2.40 -> 3.38 (+41%)
Chef JJ Johnson retweeted
Microsoft has absolutely dominated the market over the past month.
Just 10 stocks accounted for a huge share of the S&P 500’s gains:
$MSFT: +26.2% → 119 points
$NVDA: +8.8% → 64 points
$AMZN: +14.3% → 55 points
$AVGO: +16.0% → 41 points
$GOOGL: +4.9% → 16 points
$GOOG: +5.4% → 14 points
$XOM: +12.3% → 11 points
$JPM: +7.4% → 10 points
$PLTR: +25.8% → 9 points
$CVX: +12.5% → 6 points
Chef JJ Johnson retweeted
The Roundhill Photonics & Optics ETF $LYTE pulled in $179M in its first two days of trading last week, with its price up 5% since launch
- $76M on August 6
- $103M on August 7
h/t @EricBalchunas
Chef JJ Johnson retweeted
Here are the top performing largest ETFs over the last 5 years (average annual return):
🥇 $XLK Technology Select Sector SPDR +19.31% 🟢
🥈 $VGT Vanguard Information Technology ETF +18.26% 🟢
🥉 $GLD SPDR Gold Shares +16.99% 🟢
4. $QQQ Invesco QQQ Trust +14.62% 🟢
5. $IVV iShares Core S&P 500 ETF +13.20% 🟢
6. $VOO Vanguard S&P 500 ETF +13.19% 🟢
7. $SPY SPDR S&P 500 ETF Trust +13.12% 🟢
8. $VUG Vanguard Growth ETF +12.68% 🟢
9. $VTV Vanguard Value ETF +12.42% 🟢
10. $VTI Vanguard Total Stock Market ETF +12.11% 🟢
11. $ITOT iShares Core S&P Total US Stock Market ETF +12.10% 🟢
12. $IWF iShares Russell 1000 Growth ETF +12.18% 🟢
13. $IWD iShares Russell 1000 Value ETF +11.89% 🟢
14. $VIG Vanguard Dividend Appreciation ETF +10.58% 🟢
15. $EFA iShares MSCI EAFE ETF +9.21% 🟢
16. $VEA Vanguard FTSE Developed Markets ETF +9.78% 🟢
17. $VXUS Vanguard Total International Stock ETF +8.80% 🟢
18. $IEFA iShares Core MSCI EAFE ETF +8.89% 🟢
19. $IJH iShares Core S&P Mid-Cap ETF +8.69% 🟢
20. $IWM iShares Russell 2000 ETF +7.46% 🟢
21. $VO Vanguard Mid-Cap ETF +7.93% 🟢
22. $IJR iShares Core S&P Small-Cap ETF +7.88% 🟢
23. $VB Vanguard Small-Cap ETF +7.87% 🟢
24. $IEMG iShares Core MSCI Emerging Markets ETF +7.26% 🟢
25. $VWO Vanguard FTSE Emerging Markets ETF +6.02% 🟢
26. $VNQ Vanguard Real Estate ETF +2.51% 🟢
27. $VCIT Vanguard Intermediate-Term Corporate Bond ETF +0.64% 🟢
28. $BNDX Vanguard Total International Bond ETF -0.01% 🔴
29. $BND Vanguard Total Bond Market ETF -0.43% 🔴
30. $AGG iShares Core US Aggregate Bond ETF -0.46% 🔴