Icarus

@outlierrcapital With that logic, youd never want the price higher lol

@fullyallocated_ Did you buy it as a trade or to hold for years? If you have conviction in the company yourself, not because other people do, then you’d be excited to buy at lower prices

It's really bizarre to see $LMND shareholders getting frustrated with price action If you believe in the thesis. Let them execute. Let the thesis play out. And you shall be rewarded. PAYtience.

@outlierrcapital No - having held lemonade for many months at a loss while the market moved substantially higher. that is obviously frustrating (we invest to make money)

@fullyallocated_ Opportunity cost of selling something which you think is a multibagger at lows to fomo into names that have been ripping?

@DavidKasmanArt @SK_Invests007 @vikianush The price always matters

@SK_Invests007 @vikianush It is a bit trying, however, unless you need the money now, the price doesn’t matter, assuming our thesis is correct. It’s just a matter of time.

Extremely FRUSTRATING!! Not sure, what would help $LMND stock price? To go down it's part of everything (Insuretech, Fintech, SaaS, AI, growth/risky stock, etc), sadly, it doesn't go up when all those sectors go up. Sandbagged guides offsets the excellent ERs. I'm kind of lost🙁.

@TravisVarnick Why is it down so large today? Frustrated bag holder here

Buying $LMND under $60 in 2026 is like buying $PLTR under $20 in 2023

@yianisz Stop writing your tweets with slop LLMs. So cringe

$NVDA is not the dotcom tell; it is the toll booth people keep mistaking for a billboard. May concentrated gains in AI-adjacent names, and yes, that rhymes with 2000. But the market still doesn’t get the difference between narrative multiples and signed capex. If AI spend narrows, money does not leave the trade first; it crowds into the supplier with pricing power. Honestly, this bubble argument still feels too lazy.

@kawhi_ring Cope. Most important spur for the culture since manu. Rescuing the nba single handedly

Lost all respect for Wemby this series. In my eyes he was a dominant promising young player, now he’s an over emotional, immature, dirty player who flops and calls himself ethical. Kawhi having his career half ruined by dirty plays makes me hate dirty players, Spurs fans are now forced to like this bs

@TrixInvestments Agree naz elbow wasnt great. But refs arent protecting him so he needed to show some dawg. He took his punishment. The elbow to hartenstein? Get a grip. Nothing in that. Hartenstein been dirty all series. Do you watch the games?

@TrixInvestments Whats my bias? All your "evidence" is just nothing? No one knows what wemby was referring to when saying hes proud of Carter? And whats wrong with hard fouls in the playoffs? Caruso does that all the time. Okc flop every play and a history of being dirty

The fact that people can support such a dirty player like Wemby just amazes me. This has nothing to do with Spurs beating OKC, but just straight facts on what he has done so far: 1. Tells 3rd string subs to commit“hard fouls” on OKC after the game is almost over. 2. Elbows Reid in the jaw 3. Elbows Hartenstein in the face then flops directly after 4. Congratulations Carter and says “I’m proud of you” after he tackles Shai, not once… but twice.. Welcome to the new face of the NBA

@SheaSerrano As good as it gets.

timmy manu parker wemby castle harper it’s happeningggggggggg 😭😭😭😭😭

@SpursTalk1 Get keldon outta there!! 2 way zero

This lineup sucks. Keldon with Kornet is BAD

@DevonBirdsong @poundingtherock Yea thats good but can he get me 15 2nd half rebs and 18pts plz?

The thing that’s most terrifying about Wemby isn’t so much that his skills are going to continue to develop, but that he’s going to get more and more consistent. A consistent Wemby, even at current skill level, becomes the dominant force in the league.

@poundingtherock Why only 11 harper mins? He should be playing all of champ or keldon mins. Much better rebounder defender and shot maker

Great Spurs run at the end of that quarter to take a 3 point lead into halftime

@stevejones20 Yep. Now tell the story woth offensive rebounds and it doesnt seem unusual. Grateful to be up 7 as a spurs fan

Spurs shoot 57% from the field in the first quarter, 4 of their 5 starters scored 5 or more, shot 50% from 3 and are only up 7 at the end of the first. This series.

@Fjieieiedbbdx @GaryMarcus Gary always been way off on things because hes *directionally* wrong. In a few years his takes will age like sour milk. I just hope hes not investing this "thesis" of his. He will lose too much money

@GaryMarcus Why would anyone trust your horribly inaccurate predictions? You had absolutely no clue how far LLMs would get. Total disgrace.

Hot take on what comes next, after the sudden decline of tokenmaxxing: - OpenAI will struggle - with the decline of tokenmaxxing Anthropic will struggle (aside from this quarter) to make a profit - Google will catch up to Anthropic - some Chinese companies might, too - LLMs will become commodities; margins will be very very thin - Most of the companies that invested massively in them will struggle to make back their investments - SpaceX’s AI efforts will flail - Nvidia will eventually decline, once all of the above becomes widely recognized.

@GaryMarcus @Vivek4real_ We have had massive advances so one of the core predictions is a miss here

@Vivek4real_ told everyone, over two years ago:

LARRY ELLISON: AI IS RAPIDLY COMMODITIZING BECAUSE MOST MODELS ARE TRAINED ON THE SAME PUBLIC INTERNET DATA. THE REAL COMPETITIVE EDGE ISN’T THE MODEL ANYMORE — IT’S ACCESS TO EXCLUSIVE, PROPRIETARY DATASETS. THAT MAY BE THE ONLY MOAT LEFT.

@bldinsilence_ @Vivek4real_ This has been v obvious for like 3yrs

@Vivek4real_ I said this like 2 months ago, to see a billionaire come to the same conclusion is very validating

@NateDuncanNBA This is the time to get Carter Bryant and keldon going.

It's a slight advantage for OKC that their garbage time units are all good players, whereas the Spurs' includes Plumlee, Biyombo, and Olynyk. So Spurs have to keep their starters in longer.

@Matthew_Tynan Washing over g1 dylan is crazy

Welcome to the series, Dylan