@plantmath1

Looking to survive. Authenticity wins. Sharing mistakes is more important than sharing wins. @packers part owner.

 Plant City, FL
Joined May 2019
  • Tweets35.6K
  • Following650
  • Followers28.5K
2.9KMedia
My feed is a journal for my findings, insights, and personal investing decisions, not buy/sell recommendations. I don't care if you buy or sell stocks that I talk about. I do not and will not sell anything. Don't fall for scams. My only buy recommendations are for $SPY or $QQQ.
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He calls them poor to their face and they laugh and cheer. I’ll never understand the psychology of a rally-attending Trump supporter.
Aaron Rupar
@atrupar9h
Trump's affordability message: "You could even come to Mar-a-Lago. You'll be my guest. The problem is that for $5,000 the most you'll be able to buy is a hamburger and maybe a small dessert. I'm not even sure you could buy that! No, don't go there. It's not a good place if you're price conscious."
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It is my largest position, but spidey senses say $GOOG gets wrecked on earnings. Search durability has been an upshot surprise for almost 3 years now? This feels like the perfect time for it to surprise to the downside as everyone thinks its an easy buy down 20% from highs.
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Can anyone explain why $MSFT does this? The best employees that can quickly find jobs at other firms, leave - and the worst employees that can’t find other jobs, stay. Why allow this adverse selection over laying off low performers? Are they that worried about lawsuits?
Negligible Capital
@negligible_capOct 26
*MICROSOFT TO OFFER BUYOUTS TO 60,000 WORKERS IN LATEST COST CUT This is 27% of $MSFT's entire workforce
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I love that $IBKR’s paid ads are simply: “Our clients are smarter than you, join us”
Interactive Brokers
@IBKROct 19
IBKR retail clients averaged 19% in 2025, beating the S&P 500’s 17.9%.The best-informed investors choose Interactive Brokers.

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Poll: Do you watch live broadcast/cable television outside of live sports?
15%Yes
85%No
67 votes • Final results
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In for a decent size chunk of $EWZ for a trade. Guessing the ETF closes down like 15%.
Plant@plantmath1Oct 26
Thinking about going pretty hard on Brazil names here. What’s crazy emotional response in markets here. Nothing ever matters.
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Up 10% so far
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It’s like “forecasting” that it rained yesterday.
*Walter Bloomberg
@DeItaoneOct 26
MORGAN STANLEY WARNS OF BRAZIL MARKET SELLOFF Morgan Stanley forecasts a 20%–30% drop in Brazilian equities following Lula's election victory. The bank sees USD/BRL reaching 5.60, potentially 6.00 if fiscal concerns worsen, alongside 300–400 bps of pressure on interbank rates. The key takeaway: Rising fiscal risks threaten Brazil's currency, bonds and equities. Related tickers: $EWZ, $PBR, $VALE
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$PAGS from $7.5 to $8.6 within minutes of trading. Completely unserious market.
Plant@plantmath1Oct 26
Thinking about going pretty hard on Brazil names here. What’s crazy emotional response in markets here. Nothing ever matters.
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Thinking about going pretty hard on Brazil names here. What’s crazy emotional response in markets here. Nothing ever matters.
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The Trump electoral anti-Midas touch has hit Latin America. They were heading right wing until fuel prices went parabolic. I would be betting against any right wing party in any country worldwide, easily 90% hit rate.
First Squawk
@FirstSquawkOct 25
LUIZ INÁCIO LULA DA SILVA WON BRAZIL’S PRESIDENTIAL RUNOFF WITH 51% OF THE VOTE AGAINST FLÁVIO BOLSONARO’S 49%, SECURING AN UNPRECEDENTED FOURTH TERM AND DEFEATING THE POLITICAL MOVEMENT BUILT BY FORMER PRESIDENT JAIR BOLSONARO. LULA’S COMEBACK WAS SUPPORTED BY VOTERS IN HIS NORTHEASTERN STRONGHOLD, HALTING A RIGHTWARD POLITICAL SHIFT IN LATIN AMERICA.
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Obama is the best political orator in modern American history. Also the GOAT of pro-market corporate democrats. 166% return on $SPY and 216% return on $QQQ during his presidency: 🐐
Aaron Rupar
@atruparOct 24
“He’s got the White House looking like Saddam Hussein opened up a Cheesecake Factory" Obama just spoke to an ELECTRIC audience in Ohio, skewering Trump and Pete Hegseth and making the case that while we may be stuck with the same president for two more years, we are not stuck with a spineless do-nothing Congress Here are the highlights:
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Straight to hell. Do not pass go.
Headquarters
@HQNewsNowOct 23
Q: Amy Acton's stepfather was indicted for rape. Now that you know all that, sir, do you change your mind about the ad? Trump: No. I don't care
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Republicans are so unbelievably cooked. We will enjoy a divided government for 2 years, should be good for markets.
Aaron Rupar
@atruparOct 23
this answer about what issues matter to him from a college student waiting in line at the Trump rally wasn't what the Fox correspondent expected to hear. She moved on with swiftness
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$DOCN is cursed to go parabolic and have its bubble popped every 4 years. See you all in 2030 for the next one.
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SK Hynix being flat today feels like markets here are probably solidly green tomorrow for a relief bounce.
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Unfortunately rates went much higher before we smooth brain $RKT holders got a day like today.
Plant@plantmath1Sep 29
Adding a bit to $RKT. Just smooth brain says it’s going to randomly be up 10% one of these days and then take some profits..
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With Claude Duet from Anthropic, the below tweet has come true within 41 days. 4 days to spare! Meta Muse Claude Duet OpenAI Dots Grok Bots Gemini Spark (Though Gemini Spark needs a lot of work..)
Plant@plantmath1Sep 11
Calling a top in Instinct. Within 45 days, I believe Gemini, Claude and ChatGPT will all either 1) pivot into Muse/Instinct-like AI agent assistants, or 2) have the same/similar feature functionality as a mode. Can't wait for Bending Spoons to acquire them for $1.337B in 3 yrs
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Churchill could have shortened WW2 by years if he had just “done a deal” with Hitler. George Washington could have done a deal to end the American Revolution. Zelenskyy is in good company.
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$SE wants to be a neocloud -> -30% $SPCX wants to be a neocloud -> +30%
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