Hong Kong-based entrepreneur, angel investor, and finance veteran with over a decade of experience in trading, securities structuring, derivatives, and fintech in Europe and Asia. My focus is on data-driven analysis of macro and stocks to identify investment opportunities, especially asymmetric ones. My public research is available on justdario.com.
Joined on 1st June 2026
Hong Kong
I just published my next article on AI "ON WALL STREET, NOBODY CARES ABOUT CRUDE OIL; THEY ALL CARE ABOUT WHEN THE AI BUBBLE IS GOING TO BURST"
I will officially post this on X later today at 9 am EST, but you can access it in advance and I welcome your comments and questions
Kind reminder: I will be hosting this week's live stream today at 9 pm EST
I made this picture to give a good idea of the scale of the crude oil supply disruption currently going on because of the war in the Middle East
The supply of the barrels marked with a red cross is either partially or fully disrupted
IMPORTANT: NSCALE finally filed its financials till 31 Dec 2024, and I believe it is the first major AI neocloud company to disclose a "going concern" (that appears when Directors acknowledge the chance of the company going out of business in 12 months without more funding)
For good record: EWY closed on Friday at $162.54, and the return of this strategy I suggested to short Korean stocks was ~1000% in 10 days