Sector Rotation

Yoshika 🦋. · 2026-05-19T10:29:52.819360Z

Just tactically rotated some exposure from HBM into Keks.

Keineui@Keineui

4Mon

But that's a lot of cookies, do they send at least 1 pack/year?

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Yoshika 🦋.@Yoshika

4Mon

@Keineui
No. And I actually wanted to ask Epi about global premium cookie demand in the current macro environment beforehand.

But as an investor, you have to take responsibility at some point.

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G_Capital@G_Capital

4Mon

...bon appétit and good luck!

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Yoshika 🦋.@Yoshika

4Mon

@G_Capital
Thank you ʕ-ᴥ-ʔっ♡

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Mr. K.@MrKobayashi

4Mon

I rotate there every evening and slowly notice it on my hips.

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Yoshika 🦋.@Yoshika

3Mon

@MrKobayashi
The true compounder sometimes sits on the sofa, Mr. Kobayashi.

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Yoshika 🦋.@Yoshika

3Mon

@Yoshika
People become accustomed to everything that slowly destroys them.

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Mr. K.@MrKobayashi

3Mon

@Yoshika Message well received & sector rotation initiated 🌽🌶️🥦🧄🍅🍒.
From now on, only an occasional Kullerkeks on Sundays and public holidays 🦄.

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Mr. K.@MrKobayashi

3Mon

@Yoshika Muh... Where are the cookies? Already eaten or what 🍥😄?
I smoothed out my portfolio a bit earlier. There was far too much garbage and overlaps on board.
I'm also going to dump the shares as soon as they've crossed the equator again after the SaaSpocalypse.
Investing in individual stocks is far too stressful and unpredictable. At least for my taste. I'd rather go to the casino 🎱.
At the moment, I'm still toying with the idea of getting $AIAG on board so that I'm invested in all three AI layers. There are overlaps, of course, but we don't want to be more papal than the pope 🐻‍❄️.

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Yoshika 🦋.@Yoshika

3Mon

@MrKobayashi
Ok... I had really given the cookie industry a fair chance. For 3 days.

Unfortunately, UBS didn't really respect my short-term exit from Memory.

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Yoshika 🦋.@Yoshika

3Mon

@Yoshika
I find your spiritual development from shenanigans to diversified collective shenanigans really beautiful and inspiring.

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Mr. K.@MrKobayashi

3Mon

@Yoshika Wise decision with the cookies. Your hips will thank you for it.
Nevertheless, I would teach UBS some manners when you get the chance. Disrespect is not acceptable.

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Mr. K.@MrKobayashi

3Mon

@Yoshika Thank you. Development, at least when it goes in a useful direction, is a good thing.
By the way, I found the reaction of the getquin AI to my change of portfolio direction refreshing.
It cut my hard-earned triple A rating down to the junk level of a rogue state or shithole country. True story.
But what does she know. My Kung Fu is better than that of ChatGPT 0.5.

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Yoshika 🦋.@Yoshika

3Mon

@MrKobayashi
Rogue state... 😂
But that at least opens up some geopolitical options, Mr. Kobayashi.

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Yoshika 🦋.@Yoshika

3Mon

@Yoshika
For example, you could gradually activate the nuclear communication doctrine in the feed :) At the same time, mine the free passage to the dividend yield.

Alternatively, you could build Getquin state TV using the @multibagger doctrine as an example. Propaganda scales better. Always.

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