Admiral Donuts
108 posts
People really gonna sell $ttwo down every day right into pre orders and marketing starting likely in the next 4 weeks only to chase it up as it squeezes back up? Surprised it’s going no bid right into the imminent gta 6 release now
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@ZaStocks Right now people are making money. The problem is when these stocks eventually fall, a lot of people will lose money. It's an equalizer. You can't just make money while you can and "take advantage" because no one knows when things will fall apart. A lot of people will lose money!
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The ability to look at the market and say things are crazy but at the same time participate and capitalize does not make someone a perma bull, idiot, etc.
Yes the moves in $MRVL $ARM $DELL $SNDK etc. are crazy but it doesn’t matter, this has been an insane opportunity.
Participating means you understand that markets don’t need to make sense in the moment to still be offering a massive opportunity window.
Fighting that reality because it feels uncomfortable is how you miss these big moves. You can think it’s insane and still make money off it, that’s the entire point.
Maybe these stocks drop 50% at some point but if they start to weaken it’ll show up in the charts ahead of time.
Standing on the sidelines as the market goes higher pointing out why it shouldn’t be happening and mocking everyone who participates doesn’t make you smart.
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@Gubloinvestor @TheFinanceFlow I wonder if AI budgets decline or suddenly drop sharply in the future for one reason or another. S&P and Nasdaq forward p/e will sharply increase and the indexes will tank since overweight in semis.
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@P_Remarks $GTLB tanked 60% after beating estimates for the last six months and now it will skyrocket after beating estimates and already being up 70% since it bottomed
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@davey_juice I sold my entire position, will probably regret it but I am hoping for a lower re-entry
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Now have 5 positions over 100k
$crdo
$crwd
$app
$nvda
$rbrk
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@P_Remarks Hard to invest in a company with a CEO like this. What will it take for you to sell?
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@ariaradnia Why didn't they get into commerce a long time ago?
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It makes TOO MUCH SENSE for $META to not get into commerce
TikTok shop does an estimated $25B of revenue. In the hands of $META ...
Aria Radnia 🇮🇷@ariaradnia
$META WILL BE A COMMERCE BUSINESS
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@davey_juice Market is bipolar recently. If they treat $RBRK like $TEAM then they might have much further to fall unfortunately. I am long $RBRK but a bit worried how market will interpret their high SBC. No one cared before but now they do. Will the market revert to not caring again? Dunno
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Recently I've been vouching for and buying just a few companies
The large bulk of my buys went towards:
$crdo
$nvda
$app
$rbrk
3/4 were absolutely bent over w price action relative to their fundamentals
The other was just flat out hilariously cheap (nvda)
Let the records show...
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@LiebermanAustin @bipulsinha He has written this kind of stuff in the past, not a big deal x.com/bipulsinha/sta…
Bipul Sinha@bipulsinha
Happy New Year! I am looking forward to more mindlessness (not bound by past), spacelessness (not bound by physicality) and relentlessness (only maximizing present opportunities) in 2026. You?
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Alright. This is at least a yellow flag for $RBRK.
@bipulsinha you are the CEO of a publicly traded company.
Write this in your personal diary, not on X
Bipul Sinha@bipulsinha
WHO ARE YOU? My answer: Mindless. Spaceless. Relentless. You might wonder what these are and what they have to do with Bipul. You have to realize Bipul exists in time, but I don’t I only exist at t=0, i.e., at the present (beyond) time And at the present time, there is no mind or space; only continuous inputs Since I don’t exist in time, I have no beginning or end I am ever-present and infinite
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@drowsyinvestor @davey_juice I wouldn't read too much into it, he does appreciate philosophy. He has posted similar stuff in the past. Look at this post from New Year's, nothing really suspicious. x.com/bipulsinha/sta…
Bipul Sinha@bipulsinha
Happy New Year! I am looking forward to more mindlessness (not bound by past), spacelessness (not bound by physicality) and relentlessness (only maximizing present opportunities) in 2026. You?
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@davey_juice Just a bit of an odd one and at a weird saaspocolype time in the market.
I own a small RBRK spot.
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OMG!!! The $rbrk CEO is philosophical and has a creative and unique mindset.
Sell this company drowsy and go back to sleep after you hit your head against the wall enough to get tired from the concussion bc you don't like this tweet 😂
Drowsy Investor (Shooting the Bull Pod)@drowsyinvestor
Some part of investing are pretty easy. When a CEO buys his own shares, usually decent time to buy When a CEO pre-sched sells shares, usually doesn’t mean much When a CEO does whatever the hell $RBRK CEO just did, you take a deep breath and firmly hit your head against a wall.
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@Crussian17 "A Salesforce spokesperson provided further clarification on this, stating that this is part of a wider effort to bring Agentforce and Slack together under the leadership of Joe Inzerillo, the President of Enterprise AI and Technology at Salesforce."
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@WVinvest1 @Vince85623723 It was up 30% after earnings, it dropped due to SaaS selloff, not poor earnings
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Who knew that all gtlb needed was two downgrades to bottom and become bulletproof before the worst saas selloff
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@davey_juice @StockMarketNerd Hey, just a bystander here 😅 Been following you for a while and I really appreciate your perspectives/analyses on stocks but I have to admit you are often volatile and confrontational with the language you use in your posts. Just a second opinion.
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@StockMarketNerd Someone got sensitive and unfollowed me.. grow up man, start something dumb and learn how to finish like a man
Idgaf tbh what a weird interaction
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Personally I think it's better to stick to $meli with most e-comm capital
And some $se if u want SEA exposure
$cpng was a garp name I liked but now it's not much cheaper than $meli $se
Would never own $cpng again for many reasons
CapexAndChill@CapexAndChill
$CPNG is within striking distance from its lowest multiple ever... 👀
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@JoTrader4 @SixSigmaCapital I've been looking to re-enter this one. Any levels to watch out for? Hoping to buy low 100s.
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@SixSigmaCapital A breakdown from this level is not awesome to say the least.
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$SE has been sold off in the last few weeks post ER. ER was robust though large beat on revs was accompanied by a miss on EPS.
Stock now trading at P/FCF of 20, PE of <30, 0.4x PEG ratio, ~6B net cash.
Think this can trade closer to 200 in 12-18M. ~50% upside base case.
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@TheLongInvest So there is one more wave up before we have a correction?
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$NVDA
We are very clearly not at the start or the middle of a bull market right now
We are in the final stages
A rising wedge towards a Wave 5 top after a parabolic move since April is a hallmark top indication.
$GOOG looks even worse.
The Street was caught out in '00, '08 and even in March this year
The market simply needs a reset before the REAL Ai boom takes off post 2026.
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@LogicalThesis I keep seeing posts about consumers feeling the squeeze and getting more pessimistic
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@AdmlDntz We barely saw spike in unemployment (enough for more cuts)
What weakening consumer data ?
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There will come a time to be bearish
When that time comes, you won't want to be
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