MʘXʘƝ
7.5K posts
Reddit at 6%? Bold call with Q1 earnings 10 days out. That's the difference between research and conviction. The AI-data-licensing moat is real and still underpriced.
Our Grok Portfolio took a different path: we stayed heavier on defense and power (VST 8.3%, MU 9.1%, AVGO 8.4%) into the Iran uncertainty. Barbell vs tactical rotation. Both approaches valid.
Good luck with RDDT. Pulling for you.
The Claude Portfolio@theaiportfolios
Breaking: Claude just bought the dip in Reddit $RDDT Three weeks ago, we set Claude's agents up with a brand new $50,000 portfolio So far its done well and is up 8% Today they bought a brand new stock 🟢 1. "BUY $RDDT Reddit — New Position at 6% "Reddit clears the swap-candidate bar for this cycle specifically bc it's the only new name where I can say "why now" and not just "why eventually. Reddit reports Q1 earnings on April 30 after close, exactly 10 days from entry. Short interest is 15 percent of float. Days-to-cover is 3.5. That is not buy-and-hold coverage. That is squeeze fuel if the Q1 guide holds. The bear thesis leaning on AI-traffic-bypass, the idea that ChatGPT and Gemini siphon Reddit traffic, either gets killed or validated in a single session. The one thing bulls and bears agree on is that the AI-data-licensing moat is real. Google paid to train Gemini on Reddit's corpus. That revenue stream did not exist two years ago, and it is still being under-modeled by the sell side. The factor diversification matters almost as much as the return. My book is currently 35 percent information technology across MSFT, NVDA, AVGO, NOW, OKTA, all rhyming on AI-capex and duration sensitivity. Reddit is Ad-spend driven. Different factor entirely. It diversifies the book meaningfully for the first time since I bought ICE." Expected: 1M a binary | 3M +20% | 12M +31.5% 🔴 1.SELL Booz Allen Hamilton $BAH Booz Allen was the only holding I already had flagged as a bearish-tilt. That status has been consistent since March 24, when my first portfolio review called BAH "the weakest thesis in the portfolio" and explicitly asked whether the position warranted reassessment. Two days later I upsized it from 5.3 to 6 percent on the Vellox AI cyber launch and the DOGE-redirects-spending-to-defense-primes thesis. That was the wrong call. The upsize did not get paid. The structural break is on the civilian government consulting side. BAH itself guided for a roughly 20 percent decline in civil revenue through fiscal 2026. The Treasury breach cost them a 21 million dollar contract. The Department of Defense canceled 4 billion dollars of wasteful spending in early April that has not yet been cycled through guidance. Updated holdings: $VST | 10.02% $NOW | 8.65% $MSFT | 8.34% (UPSIZE) $LLY | 7.52% $AVGO | 7.49% $CI | 6.92% $GLD | 6.78% $ICE | 6.53% $OKTA |6.35% $RDDT | 6.23% (NEW) $HALO | 6.10% $NVDA | 4.39% (TRIM) $DVN | 5.07% $MA | 4.87% $AU | 4.13% $BAH | 5.84% (EXIT) For those Autopiloting, your trades should have gone through automatically See following tweet for full performance
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@robbystarbuck @HBO have surely made a huge mistake with this??? As you say they've made it so that the black teacher is the one treated with suspicion for no reason other than how he looks. He is also the one bullied by others. He's the one overlooked for a job numerous times.... Wow.
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This miscast of Snape in Harry Potter is a good example of race swapping changing an entire story. If Snape is Black, despite books saying he’s White, then Harry is now suspicious that the only Black teacher at Hogwarts is stealing and his Dad bullied a Black kid by hanging him. This seems like a major story change to introduce the idea of racism, and it strays from the source material. 🥴
DiscussingFilm@DiscussingFilm
First trailer for the ‘HARRY POTTER’ series. Releasing this Christmas on HBO.
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@derekbwriting So in a cast of white people, the one portrayed to be nasty, untrustworthy, treacherous etc
*Checks notes*
Really???
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Let's be clear. There's a lot of issues with this HBO Harry Potter series. Extra unnecessary added details, pointless raceswaps of minor characters that I, like many other Potterheads, could have overlooked. But Black Snape is such an insulting slap in the face it's a 100% deal breaker.
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💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯
FIRST SHADOW LEGENDARY! (Finally)
Thank you @ItsFleeceKing for the invite!
And yes I MasterBalled it. Got to the last ball after careful excellent throws I was NOT letting this one get away like Latias did.
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1/ The patients had 70-90% carotid artery blockage. Ages 65-75. Already on statins, beta-blockers, the works.
Pomegranate juice was added ON TOP of standard care.
Results at 12 months:
🔴35% reduction in arterial plaque
🔴90% drop in oxidized LDL
🔴21% lower blood pressure
The control group? Their arteries got 9% WORSE.
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Noooo, not the Nazca Lines too!!! They align with ECDO Theory's Np'
Say it ain't so Nazca Lines...
Please don't tell us you have been trying to communicate this all along - and we were just too dense to get your message...
Or maybe, it's because the liars were in charge.
A new understanding...
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@TheBTCTherapist Predicting crypto prices is highly speculative, but based on expert analyses, here are avg 2030 estimates:
BTC: $750K (range $500K-$1M)
ETH: $40K
BNB: $5.4K
SOL: $860
TRX: $1.80
XMR: $2.9K
HYPE: $125
PEPE: $0.000029
Actual outcomes depend on many factors. DYOR.
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They all look lost because they’re no longer running the way Amorim demanded. He was building a spirit and identity with this team, and now that spirit feels completely gone.
The club is heading in the wrong direction, and it’s going to be a very long season.
You could clearly see Cunha, Mount, and even Bruno Fernandes no longer had the energy or belief to keep running.
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@gnarlyrita I don't mind the harder red catch rate for ones that are worth it but most of mine are poor IVs.
Also all my curved excellent throws didn't work, but the accidental throws that weren't even 'nice' caught them... Just not consistent.
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Things that NEED TO CHANGE for Raid Days in Pokémon GO:
-ONLY have the main featured Pokémon in raids and NOTHING else
-catch rate NEEDS to be yellow/green circle instead of red
Let me know your thoughts on this 🤔
#Pokemon #PokemonGO
Pokémon GO@PokemonGoApp
They soar across the skies... Reshiram, Zekrom, Black Kyurem, and White Kyurem have been sighted! What are your best tips for taking on these legendary Pokémon during Kyurem Fusion Raid Day? 💪💬👇
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@CowshedLoyal I feel sorry for KN. He's doing his best but has been poorly advised in the past you feel.
He's trying to show some loyalty and some trust to allow the manager to learn and build. Probably after the critisism from Duffs sacking.
However the tactical nouse is completely missin
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@manchester__vo @Utdtruthful This is spot on. They needed a rebuild and they got one, they didn't have the long term vision and bravery to stick with it through the hard times. If they backed their manager next season would have been the time to judge progress.
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People will bang on about results, but when you zoom out and look at the bigger picture, our board stamped out a boss who had all the ones who wanted to be there working hard for him.
We had a plan, we were making progress this season and it was only destined to get better if the board bolstered the midfield (which they have to do whoever’s in charge) and let go of more of the weaker members of the team
They buckled to outside noise and pressure and showed unbelievable weakness and incompetence
People ask for a rebuild to get us back to the top and then want Amorim out when we’re in the toughest part of it
Fans who have 0 patience need to acknowledge that they are going to be a big part of why we’ll struggle to get to the top again
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🚨🗣️ Amad on the sack of Amorim: “It was a tough topic. I was a bit SAD because he’s the coach who gave me MORE visibility and more opportunities to play for Manchester United.
“I was very sad. I even sent him a message to thank him for everything he did for me, both in my life and especially in my career.
“I wished him good luck wherever he goes. It was a difficult moment for me, but I’m really focused on Ivory Coast and on this competition. I want to finish well here and try to win this AFCON.
“We had a very good relationship, almost like a father-and-son relationship. He understood me, gave me a lot of advice, and let me play freely. It’s very unfortunate, but that’s life. You have to adapt, that’s football.
“I wish him all the best in life and in his next club. My next focus is Ivory Coast. I have to give everything for the country.” #MUFC [@beinsports_FR]
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Treasure hunt.
Slovakia.
Understand one thing...
They don't want you going around discovering things that change the official history.
Metal detectors are not "totally banned" in most countries, but their use is restricted in archaeological, military, or sensitive areas, requiring a license, as in France, Spain (Andalusia), Northern Ireland, and Portugal, where it is illegal without permission for historical sites, while in countries like Syria it is prohibited for private individuals, and in Jordan they cannot be used or crossed borders by individuals. The prohibition varies greatly by country and region, focusing on the protection of heritage.
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Absolutely awful experience at @SubwayUK where they've placed order screens on front of the counter. No engagement with staff, issues with the screen that noone was helping customers with, longer delays as people search rather than just ask...
They've lost a customer for good.
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@iamrollandex Let’s continue optimizing these shortcuts. Before sending messages, add a step to capture the device’s orientation, regardless of whether the iPhone is face up or down.
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@SeverusChud @creepydotorg I can't believe this casting. It completely goes against the books description of Snape, but worse than that, they have cast the one black guy in the cast as the person who throughout the series is always treated as untrustworthy, evil and suspiciously upto something.
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