🇺🇲 Texas, Forecaster #AlwaysEarly 💱8️⃣ 🇸🇬 AI Ecosystem, 🇭🇰 HK Talent Visa 💼 Top 100 MBAs to Watch (Poets & Quants), T20 U.S. Undergrad
Houston, Texas, USA
Joined July 2022
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Co-Signed #AmericaninAsia 🇺🇲🇭🇰🇸🇬🇲🇴
Mobility in the most volatile geopolitical era in modern history is the highest value asset. Or you're a ship at mercy of the sea
Shoutout to X & thinkers like @balajis (eg Network State) for getting me ready for this day since the early 2020s
Never been a better time to be a dual citizen of Western country (non US) + Eastern developed country with full mobility and arbitrage
Natural geopolitical hedge, full financial sovereignty if you know where to store your wealth. Hard to catch if you just maintain a low profile
Multiple residencies and sovereign money is pretty much a necessity in this day and age. The world in 5 years will NOT be the world we know today. You will need the flexibility to change jurisdictions at moment’s notice
Simran Rahman retweeted
They knew & wanted to make sure the optics were perfect so the fallout falls squarely on who is responsible
Alabama the new Texas? A few winner states will emerge from the shift
Simran Rahman retweeted
🚨 BIGGEST SINGLE-DAY WIPEOUT IN US STOCK MARKET HISTORY
$2.8 Trillion has been wiped out from the US stock market today so far, the largest one in history.
Previously, the largest single-day wipeout was of $2.69 Trillion during the Covid crash.
Simran Rahman retweeted
Hong Kong’s equity benchmark rose by the most since May 2025, as investors rotated away from hardware and semiconductors to undervalued Chinese internet platforms. bloomberg.com/news/articles/…
Simran Rahman retweeted
Meta et al. already thinking about building data centers outside the US. great work, everyone
Simran Rahman retweeted
Be careful what you wish for, America…
“The rest of the world is ready and willing” to build data centers - ARM CEO
Simran Rahman retweeted
Today's chart is for the history books.
Yesterday's post-election rally now looks like a rounding error in the S&P 500.
The S&P 500 has now erased -$3 trillion today.
That's -$750 billion per hour since the market opened.
#BlueWave was Red After All 💙🤪🙈
The Entire AI Trade
Thank You 💙 #BlueWave
Tech Stocks in Bear Market Territory:
1. SanDisk, $SNDK: -66%
2. Arm Holdings, $ARM: -64%
3. Coinbase, $COIN: -63%
4. Nebius, $NBIS: -62%
5. Seagate, $STX: -60%
6. Marvell Technology, $MRVL: -59%
7. ServiceNow, $NOW: -57%
8. Oracle, $ORCL: -56%
9. AppLovin, $APP: -54%
10. Circle, $CRCL: -54%
11. Super Micro Computer, $SMCI: -51%
12. Micron, $MU: -48%
13. Dell, $DELL: -47%
14. SpaceX, $SPCX: -47%
15. Qualcomm, $QCOM: -43%
16. Broadcom, $AVGO: -41%
17. AMD, $AMD: -39%
18. Robinhood, $HOOD: -38%
19. Alphabet, $GOOGL: -32%
20. Tesla, $TSLA: -32%
21. Palantir, $PLTR: -28%
22. TSMC, $TSM: -28%
23. Meta, $META: -26%
24. CrowdStrike, $CRWD: -26%
25. Nvidia, $NVDA: -25%
The S&P 500 has now erased -$4 trillion in market cap since October 6th.
Fall/Winter 2026 Main Characters
Largely the same (-WC specific) Double Down + Add:
- Robert Pattinson
- Mira Murati
- Mark Zuckerberg
- JD Vance
- Greg Abbott
- Morgan Wallen
- LeBron James
- Kevin Durant
- Anthony Edwards
- Cavan Sullivan
- Haaland
- North West
- Travis Scott
JD and Trump are definitely softly broken up, like a couple quietly divorcing
Trump has made his favor for Rubio pretty clear & MAGA do not take kindly to switching loyalties (Pence-like move)
+ DeSantis kept Florida red
Will be an interesting GOP landscape
