Ted Zhang
@TedHZhang • 63,833 subscribers
Portfolio Manager of TURBOTECTION® at @RevereAsset Management. Business inquiries: [email protected]. Partner 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 Zhang873,038 次观看 • 6 个月前
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 Zhang252,868 次观看 • 3 个月前
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 Zhang277,559 次观看 • 7 个月前
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 次观看 • 6 个月前
.Bill Ackman discussed why he believed $GOOGL (Alphabet) was undervalued and overlooked in his February 2024 interview with Lex Fridman. During the conversation, Ackman explained that concerns over Google's competitive position in AI caused the market to overreact, pushing down the stock price and creating a compelling buying opportunity. He argued that Google's AI capabilities were possibly stronger than what the market perceived, and the stock was trading at a valuation not seen in over a decade, making it a rare opportunity among the largest tech companies. $GOOGL up over 130% since this interview and nearing a $4T market cap taking some market share away from $NVDA as $META looking to buy their TPUs
Ted Zhang185,116 次观看 • 6 个月前
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 次观看 • 5 个月前
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 次观看 • 3 个月前
Hear Stanley Druckenmiller Stan Druckenmiller on what makes a great trader. 1. Ultra-competitive and indomitable will to win 2. Discipline no matter what system 3. Emotional regulation/control “I think the main thing is you have to be disciplined, you have to be unemotional and to me the really great one’s you have to have courage and be able to play big when the opportunity is there”
Ted Zhang50,718 次观看 • 7 个月前
My new little market history interactive goes back to 1900. 18 bear markets: avg decline: -37.9% avg duration: 13 months 14 bull markets: avg return +222% avg duration: 67 months 62 major political, geopolitical, economic, financial, technological, and pandemic-related events plotted on the chart.
Ted Zhang21,623 次观看 • 3 个月前