
Chris
73 posts


@nelsonrubio89 @Wario64 Just grabbed Kirby at the Wheaton Costco a few days ago for 49. Didn’t open it yet so might have to return and rebuy
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people are reporting that the Switch 2 games are being checked out at $29.97 in-stores at Costco today (no override)

Wario64@Wario64
(ymmv) Metroid Prime 4 / Kirby Air Riders / Pokemon Legends Z-A (Switch 2) games are $29.97 at select Costco in-stores Verify prices/selection via Costco app (Warehouse tab-> search warehouse inventory for your location)
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@commonsenseplay Grabbed 150 at 85 bucks each. Will wait for a double in next 12 months
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@commonsenseplay NOW is free money at these levels. I’ll never forget the sentiment that meta had online in 2022 when it was 100 a share. If you listened to the average retail investor you’d think the company was going bankrupt. Sentiment was terrible. Always add at times like this.
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Exactly why I bought today.
Slew of earnings over the next few weeks - I expect an epic bounce after earnings.
$NOW $ACN $PATH
Puru Saxena@saxena_puru
Software forward earnings still rising whereas software stocks have been crushed. If earnings continue to hold up, the rally should be epic! Chart @mattcerminaro
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@optionscjp NOW is free money at these levels. I’ll never forget the sentiment that meta had online in 2022 when it was 100 a share. If you listened to the average retail investor you’d think the company was going bankrupt. Sentiment was terrible. Always add at times like this.
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People think $NOW is cheap but it’s still a 55 P/E
Why would you buy it?
Stock should be $5-$10 with the rate of ai acceleration
I Sell Options Guy@RentYourStocks
Let this SINK in... CEO Bill McDermott bought his company stock, $NOW, at $104.60 on Feb 27. Then he went on CNBC on Mar 13 and said that you would never be able to buy it cheaper. Stock now $83
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@antibearthesis @commonsenseplay @Acevent95706230 Think it’s best to start a position before earnings later this month or maybe do half before and half after?
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@commonsenseplay @Acevent95706230 Servicenow is meta 2022 all over
only better
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One downgrade from Karl Keirstead (UBS) to Hold with a $100 PT just triggered an accelerated selloff in $NOW.
Classic market overreaction to an already oversold sector and stock based on AI hype max fear.
Meanwhile:
Kirk Materne: Buy $175
Allan Verkhovski: Buy $185
Alex Zukin: Buy $175
Gabriela Borges: Buy $188
Brad Reback: Buy $135
Keith Weiss: Buy $210
Average price target: ~$167 (i.e. a double from here!
So you’ve got:
- 1 bearish outlier ($100) which is still bullish on current price!
- 6 bullish calls: ~$167 consensus
Yet the stock sells off hard on one downgrade?
That’s the market in 2026:
Headline-driven, not fundamentals-driven.
Earnings on April 22nd should be interesting!

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@muddywatersre Muddy wants those weak handed retail investors to let go of some shares so they can add cheap
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$SOFI borrowed $312M from JPMorgan and booked it as a sale. The UCC filing uses the word "Borrower." The CFO used the word "sold." Both can’t be true muddywatersresearch.com/research/2026/…
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Sit in line to save .10 a gallon on gas. Surest sign of low IQ known to man
zerohedge@zerohedge
Costco Gas Lines Surge As Drivers Hunt For Cheaper Fuel zerohedge.com/markets/costco…
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@FinanceJack44 I finally started a position last week. Grabbed my first 40 shares. Excited to add this to the portfolio
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I don't think we understand how insane it is that $MSFT has $630 BILLION IN RPOs
That's two full years worth of revenue already under contract.
Even if you remove the OpenAI portion, you are still left with ~$344 billion. That is still more than both $AMZN and $GOOGL backlogs, even without counting OpenAI.
All this while $MSFT is trading well below it's average historical P/E.
How is Microsoft not an opportunity here?

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@Arashcentury5 @Goldenmom4729 @Smartnetworth1 Exactly. Add the fact that Hondas and Toyota hold so much value newer used vehicles don’t make a lot of sense.
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@Goldenmom4729 @Chris57767362 @Smartnetworth1 Not true interest rates are more expensive when you buy pre owned so the payments are fairly similar.
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@MentoviaX The CFO is so dry on these calls it outrageous. Someone in that position needs more charisma and bring some enthusiasm. Why has no one given them this feedback?
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$AMD businesses are thriving, that’s true….. but Lisa Su and this CFO are just incredibly unqualified to speak publicly…. Both need training…..
After two whole years I am totally done with this CFO…… I nominate myself to take it over, and I am confident I can add $100B market cap just by talking……
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@GrindeOptions I think Hims in the mid 20’s is gonna look like a steal in a few years.
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