Escalateme

@itschrisray @amitisinvesting Schroedingers cycle

@amitisinvesting Are memory stocks still cyclical or…? 🤔

so… who’s buying the $MU dip? best quarter in terms of the magnitude of beats since those early 2023 $NVDA quarters… stock was $250 in December…maybe it just needs to consolidate even with the explosive numbers? or is the cyclicality narrative just that strong?

@chinamaniac Doesn't matter how you did it as long as it wasn't meth, man! 😂 Nicely done. 👏

Did it the hard way too. Its not easy to remember which days to jam GLP1 and Testosterone every week

@amitisinvesting He says excursion because he's too dumb to know the word he means is incursion.

TRUMP: - IRAN REGIME WILL COLLAPSE BY ITSELF - IM NOT PUTTING BOOTS ON THE GROUND - I TOLD NETANYAHU TO NOT ATTACK OIL FIELDS AND HE WON’T ANYMORE - EVERYTHING WAS GOING GREAT, I HATE THAT I HAD TO MAKE AN EXCURSION, BUT IT HAD TO BE DONE Oil is $2 below $100 now. Markets just aren’t fully believing him anymore when he says things will end soon.

@StealthQE4 @dgsommersmkts While I disagree with a lot of his policy, I'd consider him. I think that says a lot.

@dgsommersmkts Wish he’d run for prez

This, 100%. And necessarily debases the dollars in our pockets and bank accounts as the government expands the money supply in a futile attempt to keep up with the bills.

@patrickbetdavid Not necessarily the biggest but the most memorable - Don't pull out a gun unless you're going to use it.

What is the biggest lesson you learned from your father growing up? Share 👇🏽

@chinamaniac @Kalshi @PeterSchiff Zero you say? 😂

@EscalateMe @Kalshi @PeterSchiff Not a Flex , just reminding him gold is going to zero!

JUST IN: Gold collapses to $4,600 — down $1,000 from record highs.

@chinamaniac @Kalshi @PeterSchiff Not the flex you think it is. Pull up a longer time frame and compare to btc. Made money in both but he wasn't wrong at all.

@Kalshi @PeterSchiff

@kylascan Smart

!!

Everything is bad isn't the bull case you think it is.

@StealthQE4 Twitter short form and not worth the discussion tbh. Regretted replying the moment I did. Hope his voters' portfolios burn but the tail is so much worse than that and we're moving toward it.

@EscalateMe Talking points

If we didn’t piss off Europe with the tariffs they’d probably be singing a different tune. Honestly this administration is a complete dumpster fire and I voted for Trump. There’s absolutely zero thought or analysis before they do anything. It’s all impulsive and ego.

@chamath 50% they already knew did nothing?! Impossible that you're this far behind. This feels like a narrative push with an intentionally overly aggressive number. Potentially evil even.

What if AI doesn’t need to show an immediate ROI but instead is the plausible deniability companies use to RIF 50% of the workforce they already knew did nothing??

@Bullicator @saxena_puru You're asking the guy who just said to load up on ai and software stocks because there's blood in the streets with indexes 4% from ath and charts clearly rolling over? I'm guessing yes, he read it, and thinks it's bear porn. I disagree.

@saxena_puru Have you read what Burry recently published? Any thoughts?

“Buy when there is blood in the streets.” War headlines dominate the news cycle, risk assets are being dumped, AI is a "bubble", software companies are "finished" and technology is suddenly “un-investable.” AI and software stocks are being sold indiscriminately as the Iran conflict fuels macro and geo-political panic. However, the fundamentals and secular business trends haven’t changed. The AI build-out is still accelerating. Hyperscalers are still spending hundreds of billions and inference demand is exploding! Digital transformation is not pausing because of geopolitics. History shows the best returns come from buying great businesses during periods of fear, when sentiment is dire. When sentiment flips, the rebound is usually violent. This is the opportunity to load up on high-quality AI and software leaders while they’re out of favour. The near-term may be choppy but we appear to be setting up for a multi-month rally. Crisis = opportunity. alphatarget.com

@jimcramer Skeedaddy says back channel needs to be developed 24 hrs after suggesting Kissinger carpet bombing.

The worries about private credit are helping to cause the panic, the worries about what will happen in Iran are real. Crucial that the back channel be developed...

@StockSavvyShay Dude it's probably like 2x 2043 operating profit! It's March 2026, Shay.

$META now trading under 13x 2028 operating profits despite expected ~20% revenue CAGR over the next three years with ~35% operating margins.

@SaleemUsama @CompounderQuiet @unusual_whales How does that make it incorrect?

@CompounderQuiet @unusual_whales buddy covid was 6 years ago

BREAKING: Meta, $META, is planning sweeping layoffs that could affect 20% or more of the company, per Reuters

On 2/27, the day before we bombed Iran, oil futures were trading at $66. They're currently at $99. In retrospect, this might have been the easiest trade ever and most of us missed it. We were literally just waiting on a SECOND carrier group to get in position. Damn.

@jimcramer You famously weren't buying it in 2007 or 2008, either. 😂

Not buying the 2007 scenario...

@KinggTrades @TJTheWheelDeal Yes. It's suboptimal for most use cases but Elon fanboys stick with it. Gemini, Claude and GPT are orders of magnitude better.

@TJTheWheelDeal Grok is my financial adviser. Am I cooked?

It’s sooooo frustrating talking with Grok sometimes. I’m always correcting it. Am I the only one with this issue? Be honest. We all love Elon, but Grok is ass sometimes.

@jimcramer You clearly favored that solution. You pounded the table for it and it was disturbing. You're walking it back because of the blowback.

And i am very sorry if i offended. That's wrong to do. I simply wanted to remind people what could happen. NOT WHAT I WANT TO HAPPEN. I protested then to that solution. it was horrendous. I apologize if anyone thought i favored that solution