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@Engaging

wasssssssup

Katılım Ekim 2014
182 Takip Edilen1.4K Takipçiler
matt
matt@Engaging·
@LukeSimpleDiv Thank you! Amazing risk analysis on what used to be my largest position
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Luke Simple Dividends
Luke Simple Dividends@LukeSimpleDiv·
I’ve received so much hate under this post… 👇🏻 Here’s my answer to everyone saying $MU is permanently altered because "AI demand is limitless" and telling me I don't grasp basic math... let's actually do the math. (Because I can’t do it as they said😉) A permanent demand floor doesn't prevent a margin collapse if supply outpaces it. That is Day 1 Economics. Continue below…👇🏻
Luke Simple Dividends tweet media
Luke Simple Dividends@LukeSimpleDiv

This is why $MU is NOT a buy today ‼️ They have a 60% Net Margins and this is NOT sustainable! I want to remember you this is a Memory Chip company and they’re HIGH Cyclical! For some reference $NVDA has a 55% Net Margins (Which has one of the most phenomenal Net Margins) BUT they also have the best Chips. Check the image for a better idea on how the margins swing.

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Cole
Cole@StockOptionCole·
My current cash is 47% I don't know why it feels like I'm all in on the market but my free'd up cash says otherwise. I'm half in and half cash. My heaviest Stock position is $NVDA then smaller positions into $ORCL $NFLX $ASTS $ONDS $HPE A lot of the market does feel behind especially $AMZN $TSM $META $MSFT $ORCL $HPE If we saw a 15-30% dip in the summer that Tom Lee says is bound to happen. I'm ready to add those names. More specifically $TSM $AMZN & more $HPE
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Daniel Romero
Daniel Romero@HyperTechInvest·
Leopold is what Cathie Wood wanted to be in 2021
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matt@Engaging·
@InTheAssembly Leopold mogs klarman in this market
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The Assembly
The Assembly@InTheAssembly·
Seth Klarman just dropped his Q1 2026 13F. One of the most respected value investors on Wall Street rotated his entire book this quarter. 22 total holdings. Here is every position and every move:
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matt@Engaging·
Leopold has earned the weight his name carrys
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matt
matt@Engaging·
They’ll be talking about $MU a year from now like how theyve been talking about $NVDA last few years
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matt
matt@Engaging·
Jensen mogs Dario
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Internal Tech Emails
Internal Tech Emails@TechEmails·
Elon Musk: "This is a bait and switch" October 23, 2022
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matt
matt@Engaging·
Our bodies are worth more than trillions of dollars to ourselves if you think about it
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Claude
Claude@claudeai·
Introducing Claude Opus 4.7, our most capable Opus model yet. It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back. You can hand off your hardest work with less supervision.
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matt@Engaging·
I’ve seen enough of the South. Put retatrutide in their drinking water
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matt@Engaging·
NDA’s are for the weak
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matt@Engaging·
@elonmusk That 2nd joke is retarded
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matt@Engaging·
The trick is to match with fatties and put them on retatrutide
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matt
matt@Engaging·
So many peptides so little time
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hinata
hinata@HinataMotivates·
The moment Geg realised $5 million isn't a lot of money.
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matt@Engaging·
We all need to individually find a way to get Claude Mythos or forever be in the permanent underclass
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