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Trung Phan 🇨🇦 Profile picture
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13 May, 4 tweets, 2 min read
BAD NEWS: My kid took a crayon to our walls.

INTERESTING NEWS: Kinda looks the NASDAQ’s double clappenings in 2021
Not a technical analysis person but...
Just asked him to add to the chart: people, the NASDAQ is about to go 90 degrees.

Gonna buy $100k worth short dated $QQQ call options.
Trust me, i didn’t draw this sh*t

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More from @TrungTPhan

Trung Phan 🇨🇦 Profile picture
14 May
Read some great articles on Spotify's user-friendly interface.

Here are 8 notable UX decisions it makes🧵 Image
1/ Dark mode (which Spotify was been using since early days)

◻️ White text on dark background is easier on the eyes
◻️ Visual comfort = more browsing
◻️ The color scheme is a major contrast to Apple Music Image
2/ Mobile player more spacious vs. Apple Music

◻️ Apple (L) has the volume control, which crowds the screen
◻️ Spotify (R) has *no* volume control (most people control mobile volume with side phone button) Image
Read 11 tweets
Trung Phan 🇨🇦 Profile picture
13 May
Peter Thiel's 2014 Reddit AMA is full of nuggets 🧵

1/ His biggest investing mistake was *not* doubling down on Facebook
2/ Thoughts when he first met Elon
3/ Whether he has a "ban" on hiring MBAs
Read 15 tweets
Trung Phan 🇨🇦 Profile picture
10 May
Read through Ark Invest's Big Ideas 2021 report.

Here's a tweet and chart for each of the 15 ideas 🧵
1/ Deep learning to create $30T of market value by 2037

• Automated code writing
• AI that "understands" language (GPT-3)
• Big Tech spends billions on AI chips, everyone benefits
2/ Data centres will be totally transformed

• Intel (which powers 90% of data centres) has fallen behind
• Next-gen data centres/PCs will run on ARM standard
• GPUs (workhorse for AI) hits run rate of $41B in 2030
Read 17 tweets
Trung Phan 🇨🇦 Profile picture
9 May
Opening monologue pump: Elon giving Doge to his mom for Mother’s Day 🤣
Bearded Elon
Liberal arts Elon
Read 9 tweets
Trung Phan 🇨🇦 Profile picture
8 May
Pretty interesting: the logos for Elon's companies each have an industry-specific background.

1/ Tesla (the "T" logo is a single rotor from an EV motor)
2/ SpaceX (the "X" in the logo matches the trajectory of of the Falcon 9 Rocket)
3/ NeuraLink (The logo resembles the wave form of a neuron when it fires AKA "action potential". It also forms an "n").
Read 8 tweets
Trung Phan 🇨🇦 Profile picture
6 May
1/ Steve Cohen is the hedge fund manager that owns the New York Mets. Worth $14B, he's also the inspiration behind Bobby Axelrod from the TV show "Billions".

The day-to-day details of Cohen as a trader are quite interesting.

Here some takeaways🧵
2/ The rundown of Cohen's trading tactics come from Andrew Beresin, who worked at Cohen's firm (SAC Capital Advisors) at the turn of the century.

Beresin worked "four feet from Cohen" and has vidid memories of the experience.
3/ The elephant in the room: some of the tactics described led to an insider trading scandal.

◻️SAC paid a $1.8B fine for it
◻️ One of SAC's traders (Matthew Martoma) was sentenced to 9yrs in prison
Read 14 tweets

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