Joseph Obertlik

@RevRayCistman Bullish $NVO

This must be how they convinced all the slaves to get on those boats.

@DCDOWORK Doubtful

@JObertlik or it doesn't and it holds

$SPCX everyone thought it was going to crash today?! 🤦‍♂️

@DCDOWORK @Sandeman52 Because valuation matters and buying a company valued at 1.75T that generates 18B in revenue and loses 5B a year isn’t a good investment. Maybe they will generate the numbers analysts are projecting in 2030. If they do, you’re already paying for that today, and some.

@Sandeman52 why not dollar cost average for the next 12 months?

I asked for zero Spacex shares and got zero Spacex shares. I’ll reassess in March

@Investors___X As Charlie munger would call it they will be at 10x LTM bullshit earnings.

I will start buying $META shares below $500 Will be at 10x LTM EBITDA… 🤯

@TheLongInvest Neither. $ASTS trades at 10x sales from projected 2030 revenues. Seems like it’s all hype and momentum traders piling in. High risk and gambling.

Just a reminder If SpaceX is valued at $1.7 Trillion This means that Starlink MUST be valued between $600-$900 Billion Meaning $ASTS at $37 Billion Market Cap could 20 X from here and will be at the lower scale of the valuation of Starlink, while arguably a stronger product So what’s more attractive right now? SpaceX or $ASTS

@derekquick1 Bear market or not, people will still be obese.

$NVO Want to buy $META at $88 again? Novo Nordisk will be the best performing stock over the next 12-36 months even in a bear market. I am sure this post will get like 10 likes,not much different when I had my Meta thesis at the lows in 2022.Oral GLP1's will change the world.

@TheLongInvest Now it’s only overvalued by $100/share and not $160/share. Thats about the only Thing that changed

Same people said they’d add $PLTR if it pulled back below $140 But I don’t see any conviction now A lot of talk about it at $200 going higher What’s changed? We add aggressively when we get a Wave 2 pull back and Wave C pull back

@investingwithac Mark was like, down .5% today?? Let’s reaffirm.

$OSCR - NEW 8-K I thought they were going to reaffirm guidance again 😂😂😂 I was like oh my… (It’s results from annual shareholder meeting vote)

@InvestorSince21 No arguments here

Oscar Health $OSCR should be at $100! Change my mind!

@obfuscated_id Aligned, most people aren’t bullish enough.

I just did some napkin math and couldn’t believe my eyes $OSCR it actually stopped me in my tracks and I had to send a message out to see if I was totally losing it or not. None of this can be used concretely yet. But this is why I say know what you own and why you own it. The numbers for CY ‘27 are actually unfathomable to me at this point. Just threw in 750m-1b earnings from operations which is a reasonable number. Slap a 1x p/s and/or 35-40x multiple for a tech enabled growth stock in health care. The stock price estimates are nutty.

@TheValueTrade A company valued at 550 million with just 5 million in revenues last year, Noncompliance issues, sounds like poor risk management and there’s much higher and better uses of capital.

Everyone forgetting about $RR This puppy hasn't even started yet

@_mm85 They forgot to throw in delisting, getting sloppy.

Reliable bottom indicator. $HSI $BABA $BIDU $BYDDY $NIO

@TheLongInvest Market crash postponed til 2027?

Market ripping in the PM Remember we are not at the Top and there is still A LOT of opportunities over the next few months before we Top.

@EV_carba Couldn’t think of a negative twist for this?

Nio Brand’s Average Selling Price Jumps 15% with New Flagship SUV — EV $NIO via @EV_CARBA eletric-vehicles.com/nio/nio-brands…

@dirtygreenpaper Bullish

What it feels like to finally sell out of $NIO completely...

@investingwithac You forgot NIO and $HIMS?? Ehhh you’re better than that.

I was SMASHING the buy on $OSCR the last few months from $10-13… I loaded the boat up, and now $OSCR is 65% of my portfolio with +70% gain YTD, at $24.30 a share. RIGHT NOW... I'm SMASHING the buy on THESE names: - $SOFI <$18 - $ZETA <$24 - $CELH <$30 - $HIMS <$27 Let’s rock and roll baby 🕺

@Kalshi The pump so retail can be exit liquidity

JUST IN: Billionaire investor says SpaceX could be worth $30 trillion in 15 years

@DCDOWORK Got some bad rain and wind here in town. Briefly lost power also

Typical.