Brandon Burkholder

696 posts

Brandon Burkholder

Brandon Burkholder

@Butler22789

option seller - share my trades weekly

参加日 Mart 2009
307 フォロー中98 フォロワー
NurseJerBear
NurseJerBear@JerBearRN·
@YounisJoseph @AndrewDudum @wearehims @wearehers @amazon This seems bigger than one product failure. Fast forward four years from these statements, and $HIMS offers zero proprietary products or services. Furthermore, I can’t see where they’re a meaningful service leader in any category?
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NurseJerBear
NurseJerBear@JerBearRN·
💊 $HIMS Disappointing 😟💔 ‼️ Going back 4 years ago & listening to @AndrewDudum‘s early vision of proprietary, unique offerings ‼️ … improving access to affordable treatments ➡️ Now selling a $1,700 Telehealth membership that $AMZN sells for $99/year w/ 1-hour delivery 😟
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andrewdudum@AndrewDudum

I love days like today because it’s when we get to show how efficiently we can help our customers connect with a provider, find the treatment that is right for them, and get it in their hands. Our first @novonordisk product shipments are heading to homes now! Big thanks to our talented team in Arizona who got the first one out the door this afternoon.

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Wise Wire
Wise Wire@wise_wiree·
@GrindeOptions One thing’s for sure - Elon is not going to lose money on his billion dollar position.
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Cole Grinde
Cole Grinde@GrindeOptions·
As $TSLA stocks continues to trend lower, their underlying business continues to trend higher. Where is the parity? I’ve been saying for a while that anything under $400/share is in a good buying territory. Robotaxi expansion in Q2 is likely to be more robust than Q1 especially with Cybercab and cortex 2 launching in a big way. Semi truck will launch as well. FSD adoption continues to skyrocket and they’re nearing 9 billion miles driven all together. Supercharging and energy storage revenues will only grow with extremely high demand due to AI data centers and additional power consumption added to the grid. Energy is one of their fastest growing businesses. Auto will continue to surprise wall street. With the huge spike in oil prices, I believe more and more people will look to buy EVs because they’re cheaper, last longer and can use their own electricity instead of dependence on the world market. I think 2026 for Tesla will be one of the most transformative years for the company.
Cole Grinde tweet media
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Cole Grinde
Cole Grinde@GrindeOptions·
@PolitiReality That’s false actually. Their underlying is growing in profitability and efficiency is getting better. Margin expansion is taking place.
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The Market Matrix
The Market Matrix@MarketMatrixs·
$SOFI 5 years ago: Stock price: $16 Revenue: $1.01B Net income: Loss EBITDA: $28-$31M Members: 3.46M $SOFI now: Stock price: $16 Revenue: $3.61B (3x) Net income: $481M EBITDA: $1.92B Members: 13.7M (4x) Anything under $18 is an absolute gift. Undervalued is an understatement.
The Market Matrix tweet media
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Brandon Burkholder
Brandon Burkholder@Butler22789·
@LamarMK Yearly plan at 500$? I paid 10k for life. With that ratio assuming a little more for car lifetime commitment i should have bought it for 3000$ 😵‍💫
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Lamar MK
Lamar MK@LamarMK·
A lot of people don't want to pay $99 a month for FSD. So they don't even try it. Drop the price to $49.99 and suddenly it's an easy decision. Add a 6-month plan for $279 or a yearly plan for $499, and now it's a no-brainer. We saw what happened when Tesla offered the Cybertruck for $59K. Demand took off. Same thing would happen with FSD. Lower the price. Get more people in the door. Let the tech sell itself.
Lamar MK tweet media
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Brandon Burkholder
Brandon Burkholder@Butler22789·
@TomSmith839 $fisv doesn't have money to buy a company like four. They actually dont have any money to buy anything lol
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Tom Smith
Tom Smith@TomSmith839·
Very much unconfirmed, but read somewhere that $FISV might be acquiring Shift4 $FOUR If someone can confirm/refute, please do! If it goes, it won’t be at $50/60. Earlier rumours from 2024 were >$100 (Would fit in the timeline of Fiserv Investor Day in May but this is pure speculation from my side)
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Brandon Burkholder
Brandon Burkholder@Butler22789·
@StockSavvyShay This is so stupid lol. We have had robots that do this for many years. This one just looks like a human lol
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Shay Boloor
Shay Boloor@StockSavvyShay·
$CRM CEO Marc Benioff just shared a video of the Figure 03 robot handling packages on a production line. Another reminder that the AI story is moving beyond software and into physical labor.
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Herlihy BDC
Herlihy BDC@HerlihyBDC·
@Butler22789 @barkbox yes, but the stock split destroys shareholder value by allowing to to drop from say 1 to 0, now from 10 to 0. it ain't a good way to fix a single thing in a publicly traded company.
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Herlihy BDC
Herlihy BDC@HerlihyBDC·
@barkbox special committee is lost. There's no turn around waiting, especially when you want to do a there split, which destroys company's shareholders value. $bark
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Brandon Burkholder
Brandon Burkholder@Butler22789·
@LayoffAI Does anyone actually know what a technical writer is? If they did they would know this is a nothing burger. I thought technical writers were replaced with spell check lol
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Brandon Burkholder
Brandon Burkholder@Butler22789·
@HerlihyBDC @barkbox So the real issue destroying shareholder value is the service or product provided by the company itself like you describe, and not the stock split. We are on the same page
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Herlihy BDC
Herlihy BDC@HerlihyBDC·
@Butler22789 @barkbox you're kidding right? over history, reverse splits kill shareholder value. they are last ditch efforts to entice new investors when the real problem is with the service or product provided by the company itself, not it's share value.
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Brandon Burkholder
Brandon Burkholder@Butler22789·
@OSUHoopsInsider Just play anthony Thompson off the bench and grow from 20 min to 30 min by end of year playing to 3,4. Thompson, Bynum, and royal all play 25-30 min a game
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The Ohio State Hoops Insider
The Ohio State Hoops Insider@OSUHoopsInsider·
My 2026-27 Starting Five Prediction John Mobley Jr. Transfer Anthony Thompson A’mare Bynum Josh Ojianwuna/Transfer
The Ohio State Hoops Insider tweet mediaThe Ohio State Hoops Insider tweet media
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SPAC Thoughts
SPAC Thoughts@SpacThoughts·
$BARK doesn't makes sense under $0.77 when has buyout at $0.90 and $1.20
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Brandon Burkholder
Brandon Burkholder@Butler22789·
@insiderinvests I mean based in the stock price action, hard to day they weren't already doing well on their short position
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The Insider
The Insider@insiderinvests·
$SoFi Why release a short report in the middle of the trading day? Why not release it in the pre-market where you can do more damage with a legit report because of lower trading volumes volumes? Because they and other short sellers needed high volumes to be able to cover their shorts. Case in point, a 100 million extra shares where traded yesterday
The Insider tweet media
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College Football Zone
College Football Zone@CollegeFBonX·
Keep 3, cut 3. Ohio State WR edition. Who are you keeping?
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FinanceIntel
FinanceIntel@finance_intell·
@TFSPQR This impacts SoFi LPB. But their deposit growth for lending is solid. For the loans they can’t sell they can originate on their own balance sheet.
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FinanceIntel
FinanceIntel@finance_intell·
$SOFI You were happy to buy SoFi at 12x P/S in November. Why wouldn’t you be happy buying more at 6.5x P/S today?🤔 What did Q4 earnings tell us? - Management expects ~30% compounded annual revenue growth from 2025–2028 - Adjusted net income guidance: ~$825M in 2026 (~91% YoY growth) - Long-term EPS CAGR: ~38%–42% So the question becomes simple: Investors paid 12x sales in November. Today it’s 6.5x with stronger growth. What changed?📈
FinanceIntel tweet media
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Joel
Joel@growthrapidly·
What’s the ONE stock you’re quietly stacking before the rest of the market discovers it?👀
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Selling For Premium
Selling For Premium@Selling4Premium·
@Butler22789 Because if you write an option, then the premium captured is already fixed. Unless you hold it into the expiry date for worthless expiration, the premium booked as profit will be less when you close it out before the expiration date.
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Selling For Premium
Selling For Premium@Selling4Premium·
Hey FinTwit #Optionselling traders ‼️ Stop posting about how much premium you collected. Those numbers are false representations of your profit, and don't matter at the end of the day. What matters is how much of that premium you actually booked/realized as profit (which is guaranteed to be lower than the premium capture you posted).
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