Ted Zhang
@TedHZhang • 68,398 subscribers
Portfolio Manager of Turbotection® building @RevereAsset Management. Client/Business inquiries: [email protected]. Partnered with @Deepvue @TraderLion.
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.Elon Musk is worth half a trillion dollars and owns no vacation homes, one medium sized house and a small house at Starbase, TX that he bought for $50,000. When asked what he wants to do with his money, all he thinks about is sustainable abundance and scaling the scope of human consciousness and exploring other stars. That is a CEO and leader I would want all my money with.
Ted Zhang873,321 görüntüleme • 10 ay önce
This Perplexity usecase blew my mind. I've always wanted a tool that tracks all S&P500 earnings and key things said by executives in their earnings calls. I simply do not have the time and bandwidth to read all 500. Prompt: I want an interactive dashboard that tracks every single earnings report in the transcripts of the S&P 500 companies every quarter. Note common themes that executives are talking about. Keywords and trends that could help me potentially make money and identify larger trends. As a momentum trader. S&P 500 Earnings Intelligence Dashboard is live and fully updated with 484 company transcripts covering the latest earnings season. What's inside: 5 KPIs at a glance — total companies, themes tracked, momentum signals, average sentiment, and sector coverage Theme frequency chart : aggregated by GICS sector, so you can see which sectors are driving each narrative (AI CapEx, margin expansion, regulatory risk, etc.) Sector sentiment ranked as horizontal bars — Utilities leading at 0.79, Consumer Staples trailing at 0.66 12 momentum signals — 8 bullish, 3 caution, 1 energy transition — with the tickers behind each signal Searchable executive quotes with sector filters and pagination across all 484 companies Full sector breakdown showing every company's sentiment, themes, and key quotes Recurring refresh: A quarterly refresh is scheduled for May 15, Aug 15, Nov 15, and Feb 15 at 9am EST (cron a07f9c7c). Each run will pull fresh transcripts for all S&P 500 constituents, reprocess through NLP, and redeploy the dashboard automatically. Jeff Grimes kwak jiwon Aravind Srinivas Computer IS INSANE. Can't wait to see what else I can build for myself.
Ted Zhang254,195 görüntüleme • 6 ay önce
Stanley Druckenmiller Stan Druckenmiller on contrarian trading and investing being overrated. “Contrarian investing is way overrated. It is intellectual cool to not be with the crowd but the crowd makes money 80% of the time. They kill themselves at the turns and losing as much as they would make 80% of the time. But I have found contrarian thinking just to be contrarian can be a death trap in particular with bonds and currencies because economic fundamentals is what they are. It can be a rough ride of it is crowded.”
Ted Zhang277,887 görüntüleme • 10 ay önce
STAN DRUCKENMILLER Stan Druckenmiller from 2022: “I will say this, it’s conventional wisdom, which I agree with, that stocks go up over the long-term. Okay, the problem is we’ve become a little complacent about what does long-term mean. If you bought the DOW in 1929, you got back to even in 1954. As you just pointed out, the DOW was in 1966 where it was in 1982.” When you buy matters. This is called sequence of returns.
Ted Zhang184,609 görüntüleme • 9 ay önce
Two years ago I was benching the 160-175 range. Today I just hit 290 for 1 rep - a new personal record. Tried 300, which almost came up, but failed. Good nutrition, sleeping and lifting habits, consistency and showing up when I didn’t want to was key as it is for anything.
Ted Zhang128,617 görüntüleme • 8 ay önce
Hear Stanley Druckenmiller Stan Druckenmiller describe what he would look for when hiring a money manager. “If I was hiring a money manager, the first thing I would look for is if all I heard was they never made a mistake and they’re telling me about all their wins, that is a big red flag. The great money managers I’ve met they generally don’t tell you about their wins , they tell you about a lot of their losses” “I would definitely look for discipline. The first thing when I look at the records, I would go to the bear market periods and see how they did in those and the quality of the records. But you can learn a ton from the record on how they did in certain years and when you see an outlier, you ask them. There will always be one or two inconsistencies in there”
Ted Zhang115,774 görüntüleme • 10 ay önce
Stanley Druckenmiller Stan Druckenmiller on his $TEVA trade which made him ~100% in the last 7 months, what he saw and his thesis. The last sentence after sharing his trade is gold: “If you look at today, you are not gonna make any money. If you try and look ahead and what might change and how investors might perceive ahead. This one happened quicker than I thought.”
Ted Zhang64,535 görüntüleme • 6 ay önce
Massive SpaceX IPO anticipation. Perplexity Computer creating a Financial model and DCF for SpaceX.
Ted Zhang59,921 görüntüleme • 6 ay önce
Kristjan Kullamagi Kristjan Kullamägi 🇺🇦 going over Jesse Livermore's 21 Trading Rules, written in 1940.
Ted Zhang45,273 görüntüleme • 4 ay önce
I’m speech less. I probably had a few heart attacks during the match.
Ted Zhang16,043 görüntüleme • 2 ay önce
Kristjan Kullamagi's breakout setup. Little refresher after this correction and a potential new uptrend.
Ted Zhang29,516 görüntüleme • 5 ay önce