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JustDario
47.3K posts
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JustDario
@DarioCpx
Entrepreneur | Angel Investor | Asymmetric Bets | Many opinions on Macro, Stocks, and Facts | For market professionals on bit.ly/JustDario
Hong Kong
justdario.com
Joined December 2020
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112.9K
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  • Pinned
    user avatar
    JustDario
    @DarioCpx
    Jul 5
    JustDarioCigarTime - Episode 84 ⚠️ Oil’s Fake Glut: Record Crack Spreads, Low Inventories, and Strait of Hormuz Far From Fully Reopened 🎙️ #OOTT
    112K
  • user avatar
    JustDario
    @DarioCpx
    Jan 27, 2025
    Totally unbiased assessment
    user avatar
    Danny cheng
    @dannycheng2022
    Jan 27, 2025
    Trying is believing. I just tried Deepseek and it is totally rubbish. It was a complete waste of my time. Don’t let whales steal your shares. deepseek.com
    765K
  • user avatar
    JustDario
    @DarioCpx
    Nov 6, 2025
    Yep, totally
    user avatar
    Pedro Domingos
    @pmddomingos
    Nov 6, 2025
    Sam Altman's core competencies are manipulating investors and manipulating tech nerds.
    1M
  • user avatar
    JustDario
    @DarioCpx
    Nov 6, 2025
    1st of November “Sam, how are you going to pay for 1.4 trillion $ of commitments?” Scam: “We make money, we will pay, do you want to sell your shares? I will find you a buyer. People can short OpenAI shares if they don’t trust me” 5th of November OAI CFO: “we need a bailout”
    227K
  • user avatar
    JustDario
    @DarioCpx
    Nov 12, 2025
    I think at this point Chinese tech companies are simply trolling disillusioned US hyperscalers
    user avatar
    JustDario
    @DarioCpx
    Nov 11, 2025
    “The new Kimi AI model cost $4.6 million to train, according to a source familiar with the matter.” - just a fyi
    410K
  • user avatar
    JustDario
    @DarioCpx
    Oct 10, 2025
    ELEVEN FREAKING PERCENT INFLATION EXPECTED IN JAPAN
    user avatar
    FinancialJuice
    @financialjuice
    Oct 10, 2025
    Japanese households expect inflation to rise by average 11.9% yearly from now, median 10.0% BOJ survey
    271K
  • user avatar
    JustDario
    @DarioCpx
    Nov 9, 2025
    A mortgage beyond 15yrs , and/or with total interest repayments equal or more than the principal amount, is equivalent to renting from a bank. A 30yrs already guarantees to work the whole life to repay it. A 50yrs mortgage will also swallow retirement savings How is this good?
    148K
  • user avatar
    JustDario
    @DarioCpx
    Aug 10, 2025
    In August 2021 Enron shares traded at 90$. In November 2021 its shares traded at 1$. People often underestimate how quickly a company caught cooking its books can collapse - right now there are so many large companies in the exact same situation and they are hiding in plain sight
    406K
  • user avatar
    JustDario
    @DarioCpx
    Jan 25, 2025
    I know is only January still, but I believe nothing will beat this as meme of the year 🤭
    236K
  • user avatar
    JustDario
    @DarioCpx
    Oct 4, 2025
    Beware ⚠️ : when the bubble pops and stocks start moving lower, but haven’t crashed yet, wall street “equity research” will still recommend to buy those stocks either because they have to keep cheerleading their clients or because they have to unload their own bags still. 👇🏻
    This post is unavailable.
    657K
  • user avatar
    JustDario
    @DarioCpx
    Oct 6, 2025
    Silver is now ~1.5$ away from triggering chaos in several large banks risk management department 🚨 Narrator: buckle up folks
    user avatar
    JustDario
    @DarioCpx
    Sep 27, 2025
    Silver is ~5$ away from triggering chaos at the top floors of some prominent banks around the globe (especially in US)
    344K
  • user avatar
    JustDario
    @DarioCpx
    May 15, 2025
    Do you remember what happened the last time this went back above 5%?
    737K
  • user avatar
    JustDario
    @DarioCpx
    Apr 6, 2025
    Everyone out there calling for a repeat of the 1987 #BlackMonday when stock indexes crashed 23% in a single day is forgetting that, because of circuit breakers put in place after that event, such a 1 day index drawdown cannot technically happen anymore
    311K
  • user avatar
    JustDario
    @DarioCpx
    Sep 27, 2025
    Silver is ~5$ away from triggering chaos at the top floors of some prominent banks around the globe (especially in US)
    This post is unavailable.
    726K