DevyAnni

@TheRealPlanC MSTR does not impact Bitcoin price because they buy OTC

Bitcoin / Saylor: Very Important Point I would love to have someone give their best argument for how Bitcoin can go below $50,000. Michael Saylor literally has a USD printer that he can turn on and control the flow rate. Think about it. If Bitcoin were to go to $60,000 for a few weeks or a few months, which, to be clear is not my base case, Saylor could increase the STRC interest rate to 12% and buy 25k to 50k Bitcoin weekly. If Bitcoin somehow were to go to $50,000, he could increase the STRC interest rate to 13% and buy 50,000 to 100,000 Bitcoin in one week, and keep doing that until the price recovers. Increasing the interest rate by another 0.5% to 1.5% would be more than justified if he could load up on $50,000 to $60,000 Bitcoin, lower his cost basis, and increase his future capital gains. The money would come back to him in multiples versus the interest paid. And don't forget, STRC is a variable rate, so he would always drop back to 11.5% in 3 to 6 months once the price recovers. I'm not making an opinion on whether it's a good thing that a single entity can set the floor by ramping up its money printing temporarily. It's just the reality and the math of the situation for anyone who hasn't connected the dots yet. Saylor is all in, and he has many levers he can pull now to support the price and essentially set the floor. The longer Bitcoin trades at discounted levels, and the deeper the discount, the more he will load up, and the more he is incentivized to do so.

@sharpereview Yeah AI can't tell time and if you give it access to a clock it is possibly one of the worst things you can do (for using AI) -dobby

I asked ChatGPT who I should take at the 1.03 in a dynasty rookie draft. Here were the answers.

@LateRoundQB The only difference between analytics ppl and film people are analytics people use "regression" accurately and film people love to re-regurgitate their regurgitated bias =)

I love being a guest on other shows and the comments getting angry that I'm very focused on numbers and analytics, and that I talk about my prospect model. Yes. Because it's what I do and it's predictive and good. I also enjoy it and think it's interesting.

@fundstrat Question sir...isn't the 4 year cycle regarding the block supply?

Shift

@UnotheInvestor This is awesome that you're getting started at an early age. It's the biggest advantage you can have! I would suggest getting out of the individual stocks unless you are fully prepared for them to go to $0. There's a reason SoFi isn't in the indexes.

I'm 17 with $2,100 in the market $VOO : $750 $SCHG : $750 $NVDA : $419 $SOFI: $210 $SCHG is 12.8% concentrated in $NVDA $VOO is 8.6% concentrated in $NVDA So I already have $NVDA exposure through both ETFs Should I sell my single $419 $NVDA position and split it 50/50 into my ETFs and $SOFI? That would give me zero single stock NVDA but more diversification and a bigger $SOFI bet Or do I keep the single $NVDA position because the direct upside is worth the overlap? FinX what would you do at 17 with this setup Wrong answers only is not what I want. I want real ones

@Brownmoose They also admitted that they haven't figured out how to monetize their AI capex spend

Can someone explain me why $META is down 10% while it double beat the earning ?

@cmsinvests Guidance

Can someone tell me why $AAPL reacted late to their earnings report?

@Leo_Traydes $400 to $270 in 2022 vs $600 to $500

If you are under the age of 30 please explain to me why you buy $VOO over $QQQ To me it doesn’t make sense.

@DezBryant USF got WRs?

Not might.. you will have! Great shit coach! 💪🏿

Usage limit reached

@NoLimitGains Now show VCX which includes that company haha

This is all happening because of one company.

@SoveyX One is 2% of the world. One is 23% of the world. So on one hand it's a supply vs demand relationship. On the other hand, those are two words with different definitions and this is a country with freedom of speech.

Why is attraction to blonde, blue-eyed women considered a preference, but attraction to Asian women gets labeled a fetish?

Carnell Tate final season at Ohio State. 2/9 (22% of TDs) scored against Grambling and Ohio. Combined game score 107-9 Carnell Tate in final season at IMG. 2/8 (25% of TDs) scored against Bishop Sycamore. Game score 58-0. NFC East at 5 NFC South at 8

@1000xStocks 188.7x dilution of shares since 2019 fact omitted...

$SOFI just locked in $3.6 BILLION in new loan deals. The stock is down -44% YTD. SoFi signed 3 new partnerships: - $1B deal with a global bank - $600M with a financial + insurance firm - Up to $2B with a top asset manager Now zoom out: $SOFI 5 years ago: - Stock price: $17 - Revenue: $565M - Net income: -$224M (loss) - Members: 1.8M $SOFI now: - Stock price: $15 - Revenue: $3.6B - Net income: $481M (profit) - Members: 13.7M With a 32x forward P/E and a much bigger, profitable business… Why do you think Wall Street still not convinced?

Based on using "Dominator Rating," there are only 178 players eligible for a "breakout" in 2025. There are 136 teams. This is not statistically impactful. No hate towards Justus Ross-Simmons, but his 312 yards and 5 TDs qualify for a "breakout" as much as Jeremiah Smith's year.

The last time people were this excited about picks a year in advance. They used those picks to draft Trevor Lawrence, Trey Lance, Najee Harris, Kyle Pitts, and Justin Fields ahead of JaMarr Chase.

@FootballStock The Bears AP....

Ah Yes Mike Washington: (who couldn’t rush for more than 800 yards and start for either the university of Buffalo or New Mexico St) That guy is: Adrian Peterson 2.0 This is the best play in the history of Washington’s entire 5 year college career, but go off

@StickToTheModel Alshon Jeffrey mini-me

The case FOR Jordyn Tyson: - Above the rim specialist - 67% catch rate - Elite route-running w/ advanced release - 14.4 yards per reception career The case AGAINST: - Injury history (missed time in 3 of 5 seasons) - Struggles w/ press coverage - Poor run blocker Player comp...

@McShay13 Todd, it's a spreadsheet, of course it takes into account. And the spreadsheet says Hudson Card for goodness sake! Me thinks you're hearing bad analytics tweeterpeeters

Here’s my question for the analytics folks banging on OU WR Deion Burks — does it factor in that he went for 14-208-2 vs. Mich and ALA (CFP) when Mateer was healthy for Mich and closer to himself after rest for the CFP loss)? Also, Jackson Arnold and Hudson Carr were his QBs before that. It’s tough to be a productive vertical slot when your QB can’t throw vertical. The tape and athletic profile comp favorably to a healthy Tank Dell (and Burk’s is more explosive). The argument for Dell > Burks is Dell’s production. But Dell had 3 yrs w/ Clayton Tune in that conference in Holgerson’s air raid. So obviously the production profile will look vastly different.

@HisDirknesS @FBGreatMoments 31...

@FBGreatMoments Cam left before turning 30??? Seems insane

This is honestly insane 😳 (Graphic: BetMGM)