Dabudda

@DividendDynasty carvana

Which stock do you think will be the next $PYPL in terms of stock price performance? 🤔

@DividendDynasty nah, at right about 20x PE, MSFT is a better buy in my book. or google. at this point I see NFLX has more to lose than it could gain and their quality of shows are going poopoo

Anyone buying $NFLX stock today? $97 per share in the pre-market.

@PeterDiamandis why would you bundle delayed with canceled but separate out uncertain?

50% of US data centers are being delayed or canceled. 17% are uncertain. Only 33% are actually being built. This what's driving AI compute into orbit.

@MartinShkreli "Martin Shkreli sold it to me at a discount" quote from the new season of The Boys. I'd call it a win for Martin

@SaralTrader shiiiiii...is reverse Pelosi a thing?

Nancy sold $PYPL

@qualtrim Paypal is a security company disguised as fintech. it handles customer credit cards info instead of retailers.

PayPal is a tale of two realities. - 5Y stock: -77% - 5Y revenue: +61.8% At 9.8x forward earnings, this is either a historic mispricing, or massive value trap. $PYPL

@pixelprayer I'm an undistinguished black coffee

@kirawontmiss I think it should be lowered to 4. as soon as people could read, they should be able to vote

yall agree with this?🤔

I need a book website for guys! where the target audience is guys, the type of book featured are for men. I need it, if I don't find one I'll make it myself

did you know since July 2022, US stocks becomes available to invest for average Chinese through ETF?

@CompletedStreet it depends how far these people are moved.

Car lanes are the least efficient way to move people. Math doesn't lie.

@theamelia__ I hold it for people that is able to walk fast enough so I dont hold for longer than 2 seconds.

@ShangguanJiewen From birth? so anyone that was born before 1970 had a pretty bad chance to live pass 45?

China began erasing poverty in 1949, not 1978. Facts matter.

@Matt_Pinner insurance goes up, property tax go up, accounting cost and management fee go up. it costs more to hire handy man and costs more to replace appliances and do plumbing repairs.

Do you agree ? Yes or No

@albertherne fuck you! I had mine cut out of my car and had to spend a thousand dollars to replace it.

I Bought $250,000 Worth of Catalytic Converters No, that’s not a typo. That’s 1,250 units. 55,000 pounds of platinum-group metals locked inside exhaust systems pulled from salvage yards — an asset the EPA literally can’t dilute anymore. Most people would call it insane. But let me explain the thesis. Each modern catalytic converter contains 3–7 grams of platinum, palladium, and rhodium, weighing ~44 pounds on average. That means every $1 million in scrap value equals roughly 220,000 pounds of refined PGM feedstock. At current spot prices, the metal content alone is worth $180–$220 per unit — or 80–95% of black-market street value. That means recyclers fight over every core, while thieves strip them nightly. The EPA has tried banning aftermarket replacements for years, but Congress hasn’t enforced it yet. So what happens when they finally do? The old “real” converters become the last legal source of high-grade PGMs outside mining cartels. When that happens, they’ll vanish from junkyards overnight — just like pre-1980 units did after the Clean Air Act. Those who held them saw 10–20× nominal gain as rhodium spiked from $600 to $29,000/oz. My $250,000 position, therefore, isn’t a “trade.” It’s an asymmetrical bet that the EPA will eventually criminalize scrapping, that EV mandates and supply shocks will continue to erode PGM availability, and that a container of cats will one day be worth more dead than alive. Worst case? I still have $250,000 in functional emissions equipment backed by the full faith and credit of Detroit. Best case? The metal value doubles, triples, or gets export-banned outright — which would make the existing supply finite and far more valuable to smelters and contrarians alike. It’s not crypto, it’s not stocks, it’s not even gold. It’s 1,250 tiny claims on an industrial commodity the government accidentally regulates into scarcity. That’s deep value. That’s the Catalytic Standard.

@_devJNS 2 down 2 to go

if you had the chance, which of these companies would you want to work at?

@onechancefreedm FR Bond prices is rising compare to 5 yrs ago, and the narrative says its going to higher price because nobody wants it. why does that not apply here? its price going down because everyone wants to buy it. (the assumption is that the supply is basically endless)

China’s Bond Market Is Calling the Bluff on 5% Growth China’s 10 year yield sitting around 1.75% doesn’t line up with a genuinely strong 5% GDP story, it’s the bond market quietly saying the growth narrative is thinner than the headlines suggest. When long term yields fall like this, it usually means investors see weak nominal growth ahead, not just slower real output, but fading inflation and lackluster demand. In China’s case, that makes sense. The property market’s still in decline, private credit appetite is near zero, and banks are parking their excess cash in government bonds because lending to the real economy carries too much risk. Add to that the state’s invisible hand with regulators guiding banks and insurers to absorb bond supply and yields drift down, not from confidence, but from control. The 5% GDP number sounds fine on paper, but it’s mostly optical. The GDP deflator’s been negative, meaning prices are falling even as real growth looks steady. That inflates the headline while profits, wages, and nominal spending, the parts that actually move markets stay soft. It’s also a question of composition with growth driven by state investment and debt recycling isn’t the same as growth driven by private innovation or household spending. So while the data prints stability, the bond market’s calling bluff. A 1.7% 10 year yield says this is an economy stuck in a low-velocity loop with plenty of liquidity, but no pulse. It’s stagnation dressed as stability, and unless China finds a way to spark genuine private sector momentum, those yields are telling you the Japanification risk is already here.

@Mc_Partnerships I sort of view AI in a similar lens to slaves here, not because I'm pro slave, its just its very similar in term of their intended use for humans.

Heck, food is $10T. So if MS is correct and compounds at 35% from there, which if it can grow 20x in 3 years seems conservative, it means AI will be bigger than EATING within the decade. I like ChatGPT, find AI overviews helpful, etc., but I'll take the under on BIGGER THAN FOOD

I have some lightly penciled in views on AI, and I get that any technology change can be really big if compounded over time. But it's not just that AI bulls think it could be really big over time, it's that they think it can be >$1T IN JUST THREE YEARS.

@Mc_Partnerships By 1860, the estimated total value of the nearly four million enslaved people in the U.S. was between $2.7 and $3.7 billion in 1860s currency. Global food trade could be estimated at around $1.5 billion in 1860 USD. so the market for slaves doubles the demand for food.

@Mc_Partnerships some view AI as a newest human discovery. essentially, we discovered how brains are can be wired. that doesn't mean we have mastered the art of making designer brains, but AI is a term we'll use for one day we could make designer brains.