HenHauzFox

2.3K posts

HenHauzFox

HenHauzFox

@hellomarz7

参加日 Mart 2011
769 フォロー中30 フォロワー
HenHauzFox
HenHauzFox@hellomarz7·
@Ross__Hendricks Agree with most but not intu. This will be the last year I use turbotax, I decided to feed my w2 and 1099s to Gemini and it came back with the same result as TurboTax and gave me great explanations of why I owe. Next year I will be using the free tax filing with AI as reviewer
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Ross Hendricks
Ross Hendricks@Ross__Hendricks·
Yes and, still file their taxes with $intu TurboTax, still work a job that requires $msft excel everyday with a sales team that runs on $crm and design/graphics team that still relies on $adbe or $fig not to mention occasionally getting a speeding ticket from a cop wearing an $axon body cam The disruption only exists in the minds of Wall Street stock jockeys
MetaCritic “SnapCritic Summer” Capital@MetacriticCap

People will spend hundreds of thousands in Bloomberg, FactSet, and Alpha Sense then go back and short the IGV with a straight face.

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Nabz
Nabz@nabzzz97·
@commonsenseplay Fair enough, I work with lots of small businesses and I can't tell you how many have migrated their books to QBO in the past year... also their expansion of T2 filing via turbo tax in Canada will only grow as it goes hand-in-hand with QBO. I am bullish af.
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Common Sense Investor (CSI)
Common Sense Investor (CSI)@commonsenseplay·
Everyone needs to relax - this selloff in $NOW, $ACN, $PATH, $ADBE is getting overdone. I work in a corporate environment, and yes - I use AI tools like Claude and GPT every day to be more efficient: - Writing and reviewing documents - Drafting emails - Working in Excel - Getting up to speed quickly on new topics But here’s the reality: the core of my job hasn’t changed. We’re still in a people-first economy. Judgment, relationships, and decision-making still drive outcomes - not just tools. AI is an efficiency layer, not a replacement layer. And these companies are bringing AI efficiencies to their clients. They are not sitting out the AI benefit ride. Markets are pricing this like a full disruption. It’s not. Once the dust settles, I think you’ll see a sharp rotation back into quality software.
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HenHauzFox
HenHauzFox@hellomarz7·
@StealthQE4 Ironically WW2 anti air guns are suited to destroying drones
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QE Infinity
QE Infinity@StealthQE4·
Observation: Trump: We’ve destroyed their Navy and Air Force. Iran chuckles: Yeah but we have 100,000 drones When are we going to realize we aren’t fighting a war with WW2 weapons?
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HenHauzFox
HenHauzFox@hellomarz7·
@SpecialSitsNews Australians have a surplus of daytime residential solar. They could have zero emissions base load power, but they have that stupid no nuclear syndrome inflicted on them by 60s hippies.
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Special Situations 🌐 Research Newsletter (Jay)
All these guys telling Australians to buy electric vehicles during the fuel shortage… Where do you think electricity even comes from dude, natural gas mainly!
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Angie G
Angie G@MomAngtrades·
@TukiFromKL The absolutely shouldn’t be able to hire one visa applicant after this
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Tuki
Tuki@TukiFromKL·
🚨 Are you watching what's happening right now? This morning JPMorgan told Meta to fire 20% of employees to save $5 billion.. literally Tonight Meta did it.. And the stock SURGED. Read that one more time. 14,000 people just lost their jobs nd Wall Street celebrated.. The stock went UP. Your job is not an asset to the company.. It's a cost nd the market just proved it will REWARD companies for deleting you. This is a business model.. Fire humans.. Buy AI. Watch stock go up.. Repeat. Your loss is their gain. Literally. They freed up 14,000 salaries to buy more GPUs from Jensen.
Polymarket@Polymarket

BREAKING: Meta stock surges following reports they’re laying off 20% of the company due to AI.

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HenHauzFox
HenHauzFox@hellomarz7·
@Wolf_Defense_ Chinese New Year, most have gone back to their home towns to spend time with families
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Space Tracker
Space Tracker@Wolf_Defense_·
China has Stopped Patrolling Taiwan with fighter Jets for 7 Days now, This is the longest pause since the patrolling began!
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HenHauzFox
HenHauzFox@hellomarz7·
@Finnbarian Xs spreads also widening and collateral increased massively just to keep the rating. This will hit their beloved GoS GPU metrics. Looks like Q1 will be ugly.
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Finnbar
Finnbar@Finnbarian·
$CVNA 2026 P1 analysis. As always I'll stick to facts. Using Atlas as a co-partner is a change ,they are a heavy weight in the ABS market and will ensure all classes get filled. I'll leave this decision for interpretation. Now what does this capital stack look like? 1/
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Angie G
Angie G@MomAngtrades·
Dear men, please check the location whenever you see a pretty blonde girl. Most likely she is an ugly dude trying to make $700 off you.
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HenHauzFox
HenHauzFox@hellomarz7·
@musksamerica @blue_chip1 Nah bruh, it's only $1300, I make more than that during my shift at Wendy's bruh, these cucks dun know how 2 reed bruh
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america1776
america1776@musksamerica·
@blue_chip1 Learn to read they reduced it by 100 million not a billion
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Bluechip
Bluechip@blue_chip1·
BofA casually reduced $CVNA FCF estimates by $1.4B for 2026. Yep, just a tiny adjustment. Still Bullish! Of Course.
Bluechip tweet media
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HenHauzFox
HenHauzFox@hellomarz7·
@blue_chip1 I'd rather short interest stay low, don't want a squeeze to draw retail fomo in. It's sinking on it's own
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Bluechip
Bluechip@blue_chip1·
Mid-Feb: still ONLY ~15M $CVNA shares short! Too many investors got burned: this is going to 50M short interest when Junkana really start rolls over.
Bluechip tweet media
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HenHauzFox
HenHauzFox@hellomarz7·
@commonsenseplay Rgti is the better short, ionq has too much cash and qbts just hypes their lame machine all the time and sucks in the naive. Rgti has nothing so can't even hype
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Common Sense Investor (CSI)
Common Sense Investor (CSI)@commonsenseplay·
Trade Alert: Just added to my $IONQ short at $36.26 on this pop after hours - let's see the organic revenue breakout.
Common Sense Investor (CSI) tweet media
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HenHauzFox
HenHauzFox@hellomarz7·
@musksamerica Why would people even consider cvna when NFLX, MSFT etc are beaten down. Cvna would be very low ranked on the dip buy list.
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america1776
america1776@musksamerica·
$CVNA AGAIN WE SEE NO "DIP" BUYING IN THIS NAME.. KEEPS CLOSING LOWER AND LOWER.. MULTIPLES MEAN EVERYTHING AS YOU CAN SEE IN TECH - THIS IS GOING TO BE HALVED AGAIN ANY DAY !
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HenHauzFox
HenHauzFox@hellomarz7·
@0xDecember Ok, now compare the modifications and loan extensions to it's peers. Delinquency is reset if you allow the borrower to extend and pretend. If only kmx had a third party loan servicer who is the unrelated father of the CEO...
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HenHauzFox
HenHauzFox@hellomarz7·
@MWM76 Every time I think insiders will be prosecuted, I remember the enron exec who impregnated the stripper and took his $230m and bought a ranch to live happily ever after
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MWM
MWM@MWM76·
$CVNA take this shit down, it is only a matter of time before the gig is completely over. Insiders selling into their scheme will result in jail time imo. Only a matter when it all unravels not if...
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HenHauzFox
HenHauzFox@hellomarz7·
@louddogsbark @MWM76 But at any price, if it loses money then Daddy will buy it at a profit using proceeds from stock sales.
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louddogsbark
louddogsbark@louddogsbark·
@MWM76 Every $CVNA commercial is a well know actor pitching "Sell to Carvana." Never see a commercial "Buy your car from Carvana." Hmmm
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Torpedo Trading
Torpedo Trading@TorpedoTrading·
Congratulations, passive index "investors". You bought $CVNA in the high-400s and now it is headed below 100. 🤣
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HenHauzFox
HenHauzFox@hellomarz7·
@TurnFreshSleds When they are the winning bid, how many days do they have to settle payment? Do they take delivery before payment?
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Fresh Sleds
Fresh Sleds@TurnFreshSleds·
Seriously though across multiple auctions in different geographical footprints Carvana was swinging for the fences and buying a lot and very aggressive over book values. I’ve never seen them not hard stop like I have today $cvna. Guess need as much revenue as possible to offset the hell that is coming (even if at a loss) $cvna
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Fresh Sleds
Fresh Sleds@TurnFreshSleds·
Carvana stock tanks and they buy every single car at the auction today 😎
Fresh Sleds tweet media
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Quanttrader
Quanttrader@Quanttrader26·
Why would S&P add a company that's under investigation? why not wait until it's all settled before adding. $CVNA would've been in the low $200 if not lower now if it wasn't bc of the inclusion
The Minotaur@MinotaurStocks

$CVNA plaintiffs motion to compel was granted today -- the Drivetime attachments Garcia Sr. unilaterally withheld during discovery are coming in. Judge Boyle granted these attachments the designation of "Attorneys Eyes Only." Pressure likely mounting on @GrantThorntonUS

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