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@oft

Inscrit le Temmuz 2008
44 Abonnements118 Abonnés
Matt Epstein
Matt Epstein@mattepstein·
Crazy to think: The ceo of the most innovative company in the world is using terminology Started from a 20 year who hits his face with hammer every day Attention is everything today
Matt Epstein tweet media
Sam Altman@sama

@hsu_steve mogging

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Brett
Brett@BrettFromDJ·
Not enough people talk about this: you can design in Figma, copy the CSS in Dev Mode, drop it into Claude, and it’ll build exactly what you designed.
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ִֶָ@oft·
@StockOptionCole @DubbsCares youre mixing up the stock with the hold. i said these names show up every year, not that most ppl have the stomach to sit through -40% candles and not sell before the real move.
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Cole
Cole@StockOptionCole·
@oft @DubbsCares So you proved my point. Once in a lifetime for most because not a regular has the balls to hold a stock through every single cycle all the way up to 1000%+
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Cole
Cole@StockOptionCole·
$100,000 exactly a year ago today in $SNDK is now worth $3,830,000 Once in a lifetime opportunity
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ִֶָ@oft·
@DubbsCares @StockOptionCole i didnt say I can predict them, but look at any photonics stock currently. I can name at least 10 that had a 1.000% return in a year
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Patriot Investing 🇺🇸
Patriot Investing 🇺🇸@InvestFreedom05·
How did everyone’s stock portfolio do in April? Tell me your percentage gain….
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bubble boi
bubble boi@bubbleboi·
Great table
A2THEZ@awakenowzone

Here are $INTC’s valuation metrics compared to other semiconductor peers. When you look at Intel through this lens, it becomes clear that the stock is still undervalued across nearly every major metric relative to the industry. This isn’t just a book-value story (though Intel is significantly undervalued on assets alone). The discount shows up in real operating metrics as well, EV/EBITDA and operating cash flow... P/E is obviously distorted due to massive capital expenditures tied to long-term growth. If you believe in Intel’s story, don’t let naysayers or clueless analysts tell you otherwise. + Remember this is the current valuation before any real IFS income. Intel (and LBT) may still have a long road ahead to fix the balance sheet and fire up IFS, and that’s exactly where the $1T upside comes from. But even ignoring all that, today’s valuation data says $INTC is a great deal. Table ranked from best to worst by EV/EBITDA.

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ִֶָ@oft·
@bubbleboi making stock purchases purely based on graph past performance is a sign of low iq
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bubble boi
bubble boi@bubbleboi·
Guys stop telling me Sandisk has run up so much yada yada like broooo I don’t caaaaaaare I don’t look at the chart like a baboon. The chart just confirms when I was right. All that matters is problem solving, this is engineering, this is not commodities. Buy companies that solve important problems and provide value. There’s a lot of value to create in the world still.
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ִֶָ@oft·
those who understand this will hyper scale so hard
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ִֶָ@oft·
this assumes “work” is a fixed pile. it isnt. more intelligence expands the frontier of what is possible. when one human can suddenly do the work of a company, you don’t get less ambition. you get more projects, more experiments, more ideas, more markets, more demand. the scarce thing becomes taste, direction, trust, ownership, and choosing what to build.
🍓🍓🍓@iruletheworldmo

i just don’t understand people that claim asi is coming but there’ll be more jobs. can someone explain to me how trillions of digital beings that don’t sleep and can do all digital work better than all of humanity combined won’t just end the need for human work?

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ִֶָ@oft·
@Mike10947310 im so mindblown that this company is still around, werent they almost bancrupt
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ִֶָ@oft·
@figma i would love markdown in figma
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ִֶָ@oft·
@yacineMTB they really said what if we just let the goblins disappear into the mines until the task is done
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ִֶָ@oft·
@sama goal + 5.5 feels agi'ish
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Gus - The Italian Investor
Gus - The Italian Investor@fedex774·
I just found a european stock that is exposed to the hottest themes of the next 5 years: - peptides - AI data centers - GLP-1 - satellites 90% of their energy production comes from renewable sources The market cap in USD is 1,4B and the forward p/e is 15. Clients include Google
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Sahaj
Sahaj@iamsahaj_xyz·
hi codex team,
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@mattepstein @BrettFromDJ @grok @StockOptionCole @DubbsCares @thsottiaux @InvestFreedom05 @realalexwiggin