Smeek 💰

@DrJebaim Would vouch for $tmdx out of these

Stuff I'm looking at: $TMDX $RKLB $PL $VRT $MOD $CIFR $META $APP

Friends - give me 1 ticker to put the rest of my cash today and close the app for the next 2 weeks. Preferrably nothing too risky, with decent upside: - no prerevenue crap - low/no debt - healthy business - any MC - I beg you, no $SIVE or $P40.DE or similar crap. 🙏

@Crussian17 Why has nobody thought of this

Have a new unique short idea - $team and $gtlb. Thesis is ai is bad for seats. Let’s make $

@SixSigmaCapital All part of the game

Everybody having fun yet?!

@SimeonResearch_ Absolutely

@TalentNotHaver Yes but slowly but keep a cash %

Call me crazy but this seems like a decent time to buy btw

@insolventXBT @Crussian17 It really isn't stupid to frame it as addictive if you know how teenagers/early twenties interact with it, but it's more of a tiktok issue; hence Meta and Google are implicated due to Instagram reels and Google shorts

@Crussian17 Framing social media as addictive is stupid. That being said robinhood is basically a gambling app and that is provably addictive.

There’s no way a judge keeps the addictive verdict on $meta, if they do that then Robinhood is addictive and mobile games and everything else in life is addictive

@Crussian17 The way people interact with reels is definitely addictive behaviour

@Pray4Equity and $APP

Wow advertising is dead RIP Meta and Reddit

@ACIPartnerhship $fico just looks so out of place here

Bottom #5 of S&P 500 YTD: -39% $CSGP -39% $FICO -40% $WDAY -41% $IT -42% $TTD Honorable mentions: $GDDY $INTU $HOOD $NOW

$TTD wow

@CapexAndChill Dumping his position by the look of it

What’s Dev doing right now? $FICO

@PythiaR Unprecedented times

The state of activism in 2026: “yes we’d like you to make more money from the sale of goods and services”

@SixSigmaCapital Had two Monday rallies in a row that faded into the week, so probably need caution even if Monday recovers

Anyway Monday is more important than today. We need a gap down Monday and then see how we react- recover or roll over

@Muzzlebuster @drp825_ Which companies do you hold/are you watching that fit this bill in your opinion?

@drp825_ Buy undervalued compounding models with decades-long runways and hold through any and all emotions until either the moat erodes or the thesis dies.

If you had to explain your investing strategy in one sentence… what would it be?

@invest091 Do you think it would've been worth just buy and holding it forever? Makings of a compounder maybe? As you say not seen anyone talk about it on here

@TalentNotHaver Yeah they did! And very nice, I bought in Oct ‘23, been one of my largest % gains. Glad you got a nice win on them.

Why does no one talk about $WSM? • Best-in-class CEO • Share cannibal • High-margin model • Returning to store growth after 2026 Is it “too boring” or just underfollowed?

@stockedgeN They are about 10 product launches away from being a 0 based on the reaction

Credo launched two products today: the Robin 800G DSP family and ZeroFlap 800G optical transceivers. Robin is a 6th-gen DSP offering 50% PCB space savings, integrated laser drivers, and lower manufacturing costs — hitting a market forecast at 120M+ units in 2026-27. ZeroFlap solves a real AI cluster pain point (link flaps degrading training runs) with embedded telemetry and automated fault remediation.

@fintegrate Meme stock

$FICO Well the one thing I can say about my Top 10 holding is this thing hasn’t been dull recently. Have to say I didn’t have daily 5% moves on my bingo card when I first bought :)

@SixSigmaCapital Can see ath if a peace deal is reached

SPX closes end of March:

@WisemanCap Monster co

You feel comfortable holding $RBRK when you listen to Bipul on the conf call!