SJP163

629 posts

SJP163

SJP163

@mate01701

Atlanta, GA Se unió Temmuz 2009
104 Siguiendo9 Seguidores
SJP163
SJP163@mate01701·
@joecarlsonshow The bottom 50% still pay other taxes that they cannot get out of - Sales tax, property taxes, payroll taxes, etc. that's a much higher percentage of their income compared to the wealthy. And they don't have the benefit of high priced accountants to help them offset these.
English
2
0
5
1.3K
The Long Investor
The Long Investor@TheLongInvest·
And I don't care what tactic Trump needs to share to save face Let him save face. The war needed to end and he's walked back because it was retarded war to begin with Where the US had no right to be part of.
English
59
15
469
33.5K
SJP163
SJP163@mate01701·
@patientinvestor FICO ANNOUNCES PROPOSED OFFERING OF $1.0 BILLION IN SENIOR NOTES
English
2
0
4
1.1K
Patient Investor
Patient Investor@patientinvestor·
What happened to $FICO?
Patient Investor tweet media
English
31
7
130
36.1K
Patient Investor
Patient Investor@patientinvestor·
I'm Buying $FICO near $1100 Which would be around 32 Forward PE, not cheap, but not expensive for 23-25% EPS growth & amazing margins. FYI: FICO was trading at 82PE 6 months ago!
Patient Investor tweet media
English
43
11
227
31.2K
SJP163
SJP163@mate01701·
@wliang We probably see $8 before we see $12
English
3
0
0
499
Wayne Liang
Wayne Liang@wliang·
$ONDS has one task... reclaim $12. Then we rally. 🛸
Wayne Liang tweet media
English
18
19
410
136.6K
Joseph Carlson
Joseph Carlson@joecarlsonshow·
Here's how I see things playing out: Trump says to cap credit card rates at 10%. Trump learns from many bankers (like Jamie Dimon) how incredibly damaging and disruptive it would be to really do that. They agree to work on a heavily watered-down walked-back version of this, where they implement some new rules and policies to give some groups better rates. This new watered down version will be flown around as a big win for the administration. If we really do get a situation where credit cards are capped at 10% interest. I will be selling my Mastercard position. My thesis incorporates ongoing moderate regulation. I can allow for some thesis-drift. But I can't allow for extreme-thesis creep that materially worseness an investment. My original thesis does not incorporate top-down strong-armed price controls.
English
92
13
595
82.5K
Oliver | MMMT Wealth (CPA)
Oliver | MMMT Wealth (CPA)@MMMTwealth·
I just bought into $CRDO for the first time. It's been flashing up in my spreadsheet as undervalued for quite some time and after a bounce off this key support at $132 I thought it was nice. When you have a stock in a bottleneck part of AI (interconnect) set to grow revenues 173% in FY26, EBITDA 300%, net income 310%, and GAAP EPS 550% you take note. When that stock trades for 16x NTM sales, 35x EBITDA, and 42x PE you appreciate it's valued high but you understand it's valued high for a reason. 300% EBITDA growth for 35x EBITDA doesn't even feel that high to me. Then add in the fact that $CRDO has been holding up nicely the last couple days on an optics flush. $COHR down 8% today, $CIEN down 13% and $LITE down 11%... whilst $CRDO is flat. $CRDO did drop ~25% when these other optics stock were ripping before but that was on complete misinformation post CES 2026 keynote when Jensen spoke about Rubin having a "cableless" design. This is nothing to do with $CRDO. Finally, investors worried about $CRDO's lack of optics when optics is likely set to dominate in 2-3 years. $CRDO are all over optics. They have BlueBird (Optical DSPs) and they have ZeroFlap (optics products). On top of that, they're set to dominate the next 2-3 years with AEC's. Compare $CRDO growth rates in FY26 and FY27 to peers like $COHR and $LITE and it's not that close. $CRDO are set to win the next 2-3 years and they'll also be a key player in optics after that. Long $CRDO.
Oliver | MMMT Wealth (CPA) tweet media
English
16
26
196
45.1K
SJP163
SJP163@mate01701·
@Dionysus414571 So, he can be right either way and re-post those tweets only.
English
1
0
27
409
Dionysus Capital
Dionysus Capital@Dionysus414571·
@TheLongInvest Why are you bullish on so many risk on assets if you are convinced of a prolonged bear market?
English
5
0
41
5.5K
The Long Investor
The Long Investor@TheLongInvest·
Face ripping rally The final red flag!
English
38
12
761
146.1K
Investors
Investors@Investors___X·
The move from $210 to $130 will be painful Need to hodl your stonks
English
1
1
14
17.9K
Investors
Investors@Investors___X·
It takes a long time to become a professional chartist and technical analyst I spent thousands and thousands of hours studying and analyzing charts, and lost most of my friends in the process It’s lonely at the top Today I am sharing for free my technical analysis on $BABA:
Investors tweet media
English
26
12
135
71K
SJP163
SJP163@mate01701·
@TheRonnieVShow How can you have a resistance area when the stock in the red zone would be at all time highs?
English
2
0
2
792
RonnieV
RonnieV@TheRonnieVShow·
$OSCR is about to break into the DCA Zone at $25+ No Excuses, you had plenty of time to buy friend.
RonnieV tweet media
English
23
18
304
26K
Felix Prehn 🐶
Felix Prehn 🐶@felixprehn·
Just created a complete guide on identifying stock breakout patterns using methods Wall Street traders rely on. This approach has transformed how my 20,000+ students approach investing. For 24 hours, it's yours for FREE. Like, RT & Comment "STOCKS" and I'll DM you a copy.
English
533
221
594
64.5K
Spencer Hakimian
Spencer Hakimian@SpencerHakimian·
Nobody is having sex anymore. You’re either uber rich or piss poor. We’ve replaced the neighborhood pub with TikTok. And we truly wonder why lunatics like Donald Trump are appealing to half the country?
Spencer Hakimian tweet media
English
240
214
2K
258.8K
Ariel Hernandez
Ariel Hernandez@RealSimpleAriel·
$PDD $BABA $FUTU $KWEB $YMM $XPEV $MNSO $KC the size of these bases gives me the impression that they are ready to trend for a while.
English
29
22
159
17.4K
SJP163
SJP163@mate01701·
@jbulltard1 in NYC, that's lower middle class
English
1
0
0
216
jbulltard
jbulltard@jbulltard1·
There’s so many Elon jokes I could make right now
English
21
1
57
9.6K
SJP163
SJP163@mate01701·
@gurgavin This shit always starts after after-hours trading closes
English
7
0
7
1K
GURGAVIN
GURGAVIN@gurgavin·
*CHINESE ADVISES ALL CHINESE CITIZENS TO LEAVE ISRAEL AS SOON AS POSSIBLE
English
93
147
1.4K
177K
Adam Hoge
Adam Hoge@AdamHoge·
Oilers are officially in trouble.
English
20
1
35
21.5K
Patient Investor
Patient Investor@patientinvestor·
$SOFI is trading at 24x Low end or 16.5x High end of their 2026 EPS guidance! They also expect to grow EPS 25%/yr BEYOND 2026! The stock is cheap.
Patient Investor tweet media
English
18
5
62
7.9K