Da Bear

the sooner you understand why it's called the "dot-com" bubble and not the "internet" bubble the sooner you'll understand why this isn't the same...

@peterdevietien How about u take a look at their actual estimates lmao

$TSLA 2030 EPS once the market realizes Tesla will have a monopoly on real world AI

@zephyr_z9 $ORCL

many are saying this

@astridwilde1 Why not buy in if u think estimates are still too low?

the street is still materially offsides (i don't own any $SNDK)

@SSC_Markets @aribk24 Eggs are eggs retard. Keep wasting your money

@aribk24 Those are the genetically engineered eggs .. that’s why they so cheap .. you want organic pasture raised Soy free eggs

first texas experience went to H-E-B at 8am 12 eggs for $1.56 the america they want back is in texas

@tarheel_texas @aribk24 Eggs are eggs retard

@aribk24 Those are low quality eggs cage raised. Do you not care about the quality of food you put in your body? Why don’t you care?

@InvestiGator182 @Mr_Derivatives Nvidia is not overvalued🤦🏻‍♂️

@Mr_Derivatives Love this chart Heisy but one thing — If both NVDA and AMD are overvalued, the ratio just tells you which one is the better bad deal. Like choosing the smallest overpriced coffee at Starbucks.😅

$NVDA is now trading back to the same levels as 2018 relative to $AMD. Nothing against Lisa Su and her company, but this is the Granddaddy NVIDIA we are talking about here...

@awakenowzone @rubicon59 put me on

One of the secrets to staying confident in my $INTC position, regardless of the dumb estimates and price targets coming from sell-side “analysts” has been following smarter subject matter experts on X. They’ve been the real edge available to retail investors. Grateful for everyone who helped keep conviction in the thesis strong while so many around were wavering. Actions and facts speak louder than FUD. Follow the OGs below for clarity and to minimize noise: @Mojo_flyin @Silicon_Fly @Alex_Intel_ @imnotharsh @DreadyBear @jukan05 @bubbleboi @DeepValueBagger @Intellionaire @RichieRiiicch

@TimothyXGoldman @bubbleboi Wow this aged like milk😂😂hope u shorted it retard

@bubbleboi intel will hit $25 or be delisted before that ever happens. Obsolete and bloated company w no future.

Me when intel's stock hits $100 per share

@bubbleboi Going way higher

Guys stop telling me Sandisk has run up so much yada yada like broooo I don’t caaaaaaare I don’t look at the chart like a baboon. The chart just confirms when I was right. All that matters is problem solving, this is engineering, this is not commodities. Buy companies that solve important problems and provide value. There’s a lot of value to create in the world still.

@RaleighPartners Long $MA

$V and $MA P/E essentially at parity for the first time since pre-COVID

@PurpleDrink_LLC Upset they missed the rally😂

PEOPLE FUCKING HATE THIS RALLY x.com/LiveMarketChat…

@ScrumSurferDrew @OwenGregorian Gas in Arizona is half the price that it is in California. Are u retarded?

@OwenGregorian Is there ever a time where you arent retarded or blatantly dishonest? The entire reason gas in California has spiked is due to the actions of a republican via the Iranian war going on. Maybe if republicans would be actual republicans we wouldnt be in this situation.

Is there any level of prices where Californians would think, maybe we should elect some Republicans?

@Don894955836222 @JEverettLearned You still have to do this shit even when u get a hair transplant

@JEverettLearned Why not just get a hair transplant instead of stabbing your head to the point of bleeding?

Day 3/365 of investigating Looksmaxxing

@WisedelCapital @ariaradnia He sold Google for adobe😂😂

@ariaradnia Hey Aria, still trying tu justify your sale of $GOOGL?

$GOOGL trailing P/E less than forward 🤔 I’m sure it’s nothing

@degenerateMew2 @ariaradnia And the FICO dip😂

@ariaradnia Just keep buying the Adobe dip bro don’t worry about Google

@SupBagholder Legend

Notice how I didn’t add on this dip. I’m already all in

@reasonus4 @Ren_aramb And you’re being selective too tard😂he’s comparing the 4 biggest tech companies today to the 4 biggest tech companies back then.

@Ren_aramb You are being selective: $AMD - 130x $TSLA - 347x $PLTR - 220x $INTC - 900x (and 105x fwd$ … many, many more such examples

To think people are expecting the bubble to pop like it did in the dot com era Today’s Mag 4 P/E ratios: $META – 16x $GOOGL – 17x $AMZN – 24x $MSFT – 25x Dot-com bubble peak P/E ratios: Microsoft – 73x. Cisco – 200x+. Yahoo – 800x. The Nasdaq as a whole traded at a P/E of 200 at the peak of the dot-com bubble. Today’s “bubble” is trading at 16-25x earnings on companies generating hundreds of billions in real free cash flow. Today we have the most profitable companies on earth, $MSFT $GOOGL $META $AMZN reported beats on earnings, and you think we are in a bubble.

@swanson_ji41137 @amitisinvesting @AdityaInvests90 Imagine missing the bull run of the century😂😂😂keep crying while everyone else is getting rich

@amitisinvesting @AdityaInvests90 They all deserve sell offs. Sit the fuck down. This dumb money bubble is beyond ridiculous

well big tech absolutely crushed capex raised across the board cloud growth rates smashed guidance strong for Q2 $META the only red name, doesn’t make much sense on 33% growth even if a small DAU miss because of Iran but $GOOGL $AMZN $MSFT crushed show goes on

@jbulltard1 What a legend

😭😭😭😭