yiktin (@timdayipper) header
yiktin (@timdayipper) profile picture

research analyst, deflected to credit from equity. #Redsox #Patriots Masshole exiled to #HongKong. Views are personal and are not recommendations

Boston - Hong Kong
Joined February 2009
Photo by yiktin (@timdayipper)Photo by yiktin (@timdayipper)Photo by yiktin (@timdayipper)Photo by yiktin (@timdayipper)Photo by yiktin (@timdayipper)Photo by yiktin (@timdayipper)Photo by yiktin (@timdayipper)Photo by yiktin (@timdayipper)Photo by yiktin (@timdayipper)
yiktin retweeted
Replying to @KatieMiller
I remember that time when Masa, instead of putting $12B into Tesla for a 1/4 of the company to help me take Tesla private, instead invested the money in WeWork. That was dumb.
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Next time you think that short sellers just make shit up - have a look at this SIX MONTH OLD tweet - which basically alleges the affair that is now news.
Replying to @CulperResearch
9) $NVDA CEO Huang has walked alongside Megaspeed at every step, and seems to have a close relationship with Megaspeed's Alice Huang. They partied together in June 2024 - same month as the Apex/Alibaba pledge, then dined together in May 2025 - just after U.S. trade restrictions.
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BREAKING: The US government believes NVIDIA chief Jensen Huang had a 'romantic relationship with alleged Chinese spy', according to Financial Times report.
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yiktin retweeted
Replying to @KatieMiller
SoftBank is defaulting on their turbine orders
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Sundays aren’t enough
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BREAKING: Iran has successfully accomplished regime change in the United States
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Trump failed at regime change in Iran but he succeeded in Texas
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看完直接成为大厨!
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HY AI data center bonds ranked by YTW Lots of upside in some of these if they get called once the assets are built and leased Which ones do you like?
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yiktin retweeted
BREAKING: Palantir’s CTO says some AI researchers are now smoking cigarettes because they expect AI to eventually cure cancer.
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A budget tribute to the OG @litcapital
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Exclusive: FOX Business obtained the response from Treasury Secretary Scott Bessent to the latest request for information from Senator Elizabeth Warren. The Senator has sent more than 100 letters to Treasury asking for information in the past 21 months. The Secretary snarky at times in the response saying, "Rather than take my suggestion of studying introductory economics, you have continued your letter-writing crusade and participation in tabloid fodder about the Treasury Department." Secretary Bessent also added a hand-written note at the bottom of the letter. (Picture attached) Senator Warren sent a letter dated October 10th asking for more information about what the Trump Administration is doing to lower borrowing costs for average Americans. In the letter the Senator accuses the Treasury Secretary of increasing costs saying, "The surge in Treasury yields is self-inflicted and follows the Fed's decision to raise the federal funds rate by a quarter of a percentage point, driven by concerns about inflation." The Treasury Secretary refuted that characterization in his letter, adding, "It is difficult to treat your concern as sincere." Adding, "As the federal funds rate climbed from near zero to its highest level in 22 years, with inflation hitting a 40-year high, you were a cheerleader for the Biden Administration's reckless spending." The Secretary finishes the letter offering "a Foreign Exchange for Dummies tutorial still, and if you receive a passing grade to the Yale metric, not the Harvard curve, I would be happy to also include a Fixed Income for Dummies."
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yiktin retweeted
Inverse correlation between employee cost and productivity:
Why are Euro auto brands losing to China? Well... let's look at costs, productivity, employee output, etc. Hard to compete with this. "Using VW’s auto plants as a proxy, labor costs, labor productivity, sick leave rates, unit costs and electricity costs in its China plants are a fraction of what they are in Europe, so no one should be surprised at the market share shifts on the right. Even the imposition of 17%-35% tariffs has done little to slow European imports of Chinese EVs."
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HSBC's traders may face cramped conditions when they move from Canary Wharf to a new City of London HQ bloomberg.com/news/articles/…
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Tom Brady starts as New England Patriots quarterback for the first time in a game against the Indianapolis Colts at Foxboro Stadium. In a terrific performance, Brady leads his team to a 44-13 victory.
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Twenty-five years ago today. Brady’s first start. Bryan Cox levels Jerome Pathon. The Patriots blow out Peyton Manning and the Colts, 44-13. New England loses just three games the rest of the season.
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yiktin retweeted
漫改大话西游之《这活到底给谁干??》 # 纳米大片流水线 #
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yiktin retweeted
u welcome
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25 Years Ago Today September 23, 2001 The hit that changed the course of NFL history The Jets' Mo Lewis hammers Patriots quarterback Drew Bledsoe late in the game. Enter Tom Brady. Though the Pats lose, 10-3, Brady would start the following week and begin his legendary career
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Bessent: “Look, if some of the Bloomberg Terminal bros are unhappy with what I’m doing, well, that’s too bad.”
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