BoxLongs

@theripsnorter wow.

25 years ago, Florida was 16% (3M) smaller than New York. Today, Florida is 19% (3.8M) larger.

$gemi smoked at btc up - oooof

$AMZN - WF Based on YTD prices, project cost headwinds to 1Q/2Q/2026 of $280M/$880M/$3.3B, a 130bps/380bps/330bps impact vs. street OI. Current US diesel price/gal +43% vs YTD avg at 4Q:25 EPS. Estimate 10% chg ($0.50/gal) at $1.3B impact to annualized costs

$RKT $30 PT FEELS WAY LOW-

$BKKT the orange tile has precedent….

@srg444 $RKT yes move the feet every 50% move, trim the rips, buy the dips, write puts and calls again and again

@BoxLongs I think MSRs are susceptible to rate hikes and credit in general (COOP), but the underlying platform is worth way more. And think mgmt can manufacture any earnings print it wants. Feels like you're buying this platform for <10x earnings power. I can handle vol--can you?

$RKT smashed on the rip in rates - good chance to reload, ride with ValueAct

@srg444 i feel like the reaction is 90% rates. which i get. but the sentiment continues to swing wildly / reliably on that. maybe we get $10-12 in a sharp market drop, but feels like a reload point right here. big big TAM, good solid play on it $RKT

@BoxLongs I am

$RKT $LDI almost interesting again (under a buck) have the distinct feeling given the amount of MTV cribs video going on that $LDI is getting sold soon. seems inevitable.

$RKT is 40x the size and not standing still.... AI and Technology (Rocket is Not Standing Still) • Fully digital purchase pre-approvals launched February 2026, building on a fully digital refinance experience from July 2025. No loan officer required. 2.5x higher conversion rates vs. leads going directly to a loan officer before qualification. • AI-powered communications platform for loan officers handled 800K chats, sent 1.8 million texts, made 2 million outbound calls, and processed 5 million+ documents monthly in 2025. • Automation levels in underwriting: Document classification 75% automated, document data extraction 80%, income verification 55%, asset verification 40%, property verification 40%. These are being systematically increased. • 1.1 million+ team member hours saved annually through AI and automation in underwriting alone. • Redfin's conversational search launched across its app, website, and ChatGPT in late 2025 / early 2026. Rocket already has its own ChatGPT-adjacent capabilities through Redfin's integration.

@WallStreetMav now they are trashing the cape with wind farms and criminal illegals. relentless bad policy.

Massachusetts approved a millionaire tax of an extra 4% of income above $1 million in 2022. This is in addition to the 5% state income tax everyone pays. So the wealthy in that state pay 9% on top of their federal income taxes of 37%. As a result, they are moving to New Hampshire, Florida and other states with no state income taxes

@pmthn Zoom for cat vaccines as a service is a zero

@BoxLongs I agree with the general sentiment but valuing Toast on the same EV/RR metrics as the others is deeply unserious

SAAS Claude + Guggenheim Top 5 "BEST" set ups. $MNDY $TOST $BRZE $FRSH $TEAM, Group Context The Guggenheim software universe NTM EV/Rec Rev median sits around 3.5-4.0x as of March 20, 2026, compressed substantially from the 6x+ levels of early 2025 and the 10x+ peaks of 2021. Average NTM revenue growth across the group is approximately 12-14%. The five names identified above all deliver above-average growth at below-median valuation, which is the core thesis: the selloff has created pockets where the market is discounting durable growth businesses at multiples historically associated with low-growth or declining revenue profiles. The two Buy-rated names (MNDY, TEAM) carry additional conviction from Guggenheim's fundamental coverage.

@blue_chip1 rates. 2nd deriv coming. carnage wipes out competition.

@BoxLongs Relentless...

$CACC going all in on Share Repurchase... 2X previous quarter. Hard to short with such a strong support.

@phenomcapital maybe the are hiring A.I. agents instead of people

@BoxLongs I think its going the wrong way lol

$SNAP at a +15% cagr will take half a decade to recoup loses since Jan 1. where are the layoffs?

Chuck Norris told a woman to calm down and she did.

funny how AI doesnt care which names are AI roadkill.