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tae kim Profile picture
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29 Jan, 6 tweets, 4 min read
A literal retail trader in a basement beat the best hedge-funds at their own game. Congrats to @JAVerlaine @GunjanJS for the getting the big @TheRoaringKitty interview wsj.com/articles/keith… Image
Keith @TheRoaringKitty comes across nicer and more wholesome than anyone would think, given his role in this story. Reality is more interesting than the conjecture
The Succession's @nicholasbraun would be good casting to play @TheRoaringKitty in the inevitable GameStop retail investors vs. hedge funds movie/TV series ImageImage
On top of r/wallstreetbets right now Image
There it is Image
🤣 Image

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More from @firstadopter

tae kim Profile picture
31 Jan
Starting a Clubhouse Room thread. First entry is fans of Fraggle Rock coming together with: How has Fraggle Rock changed your life? as the main question Image
“Dance your cares away. Worry's for another day. Let the music play. Down at Fraggle Rock.” 🎶
Victor is now leading the room in a live sing-a-long with room participation strumming his banjo. The room is pretty tone deaf, but everyone is having a grand time Image
Read 5 tweets
tae kim Profile picture
30 Jan
Shout out to all the late 40-year-olds 🙌 Image
Alice on how Warren Buffett invests -> Image
Alice on why Warren Buffett is successful Image
Read 4 tweets
tae kim Profile picture
29 Jan
Other night the topic of how to educate this new generation of investors came up. I excitedly said we should recommend a book reading list and started spouting off some good reads. I got shouted down by nearly everyone in the room, all saying no one wants to read books anymore 😭
Anyways. Here’s some of my favorites for new investors. For basics read Understanding Wall Street by Jeffrey Little. Then all the Peter Lynch books. First two Market Wizards books (just first two!) and Buffett: Making of an American Capitalist by Roger Lowenstein (absolute fav)
Charlie Munger on the key to Warren Buffett's success -> Image
Read 4 tweets
tae kim Profile picture
14 Jan
My latest column: "A Breakup Plan to Save Intel and Preserve National Security." Desperate circumstances require drastic measures $INTC bloomberg.com/opinion/articl…
"growing reliance on overseas companies for chipmaking is becoming a national security issue for the U.S. Three-quarters of global semiconductor production is based in East Asia .. shortages at TSMC are forcing global automakers to cut car production.." bloomberg.com/opinion/articl… Image
"All the stakeholders need to recognize a viable, second source domestic supplier is in their interest and would prevent the ascendance of an Asian chip-manufacturing monopoly." bloomberg.com/opinion/articl… Image
Read 7 tweets
tae kim Profile picture
13 Jan
My take on Intel's CEO change is up: "Intel Corp. now has a fighting chance. After a series of stumbles in recent years, the storied chip giant has found a new leader with the expertise it needs to spark a turnaround." $INTC bloomberg.com/opinion/articl…
"Gelsinger may have the perfect background .. spent 30 years at Intel ..chipmaker’s first CTO ..was the chip architect of one of Intel’s seminal processors - the 80486. If there is anyone who has intimate knowledge of the company, its technology and capabilities, it’s Gelsinger."
"technical expertise is perhaps the most important attribute for success. Shopify CEO .once noted that the only reason he’s able to know which initiatives to fund, how long projects will take .because of his training as an engineer. Swan didn’t have this ability. Gelsinger does." Image
Read 6 tweets
tae kim Profile picture
1 Oct 20
For EA to go from the loot box, microtransaction dumpster fire that initially was Star Wars Battlefront II to a no microtransaction "for the hard-core game fans" Star Wars: Squadrons is quite the transformational triumph. Well done EA. Well done polygon.com/reviews/2020/1…
Polygon: "Star Wars: Squadrons is the total package. If all you have at your disposal is a console, a decent TV, and a working controller, you’re going to have a wonderful time ... And, if you happen to be able to afford VR, you may never want to take that headset off again."
I copy, Gold leader! Wow, the giddiness online right now is intense. May be just all the 40-year old+ Star Wars nerds. This game is going to sell a lot of Oculus Quest 2 VR headsets
Read 4 tweets

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