HH

@ondrejslunecko Your going to jinx us lol

I told you! Nobody knows chips like we know chips. $AMD is CRUSHING it, stock up, up, UP! WINNING like you've NEVER seen before! We're talking YUGE gains, tremendous gains, the biggest, most beautiful gains in the history of the stock market! We're winning so hard with AMD, you'll say 'Please sir, can we stop winning?' But we won't. We never stop winning!

@barstoolsports Must be a Gen Z type of level of thinking 😂

“We absolutely dominated for most of the series” Victor Wembanyama after the Spurs lost 4-1 in the Finals

@espn wtf NBA sucks that’s why I stopped watched years ago

MITCHELL ROBINSON FLAGRANT ON WEMBY 😳

@PronkDaniel Ignore the noise just do you

@Mister_Keating What can possibly go wrong 🤷🏻‍♂️

This is actually a crazy set up for MDG4 - these guys bringing their fresh crisp tournament money to the deep end.

@CapexAndChill Bought more today hopefully stays flat this year

These are the most interesting opportunities I see in the market right now. Starting with $MELI. Down largely because its in an investment cycle and analyst hyperfocus on Brazil rather than all of LatAm.

@joecarlsonshow Same I have one stock AMD up 100% ytd other 5/6 are dead but it’s fine just keep adding

This entire year my portfolio is basically ASML rocketing to the moon and everything else going down.

@WSOP Put that in the solver

Business Man Destroys The Pros For Millions Santhosh Suvarna conquered one of the toughest fields of the summer, topping 167 entries in Event #29: $50,000 High Roller No-Limit Hold'em to win $1,922,870 and his third WSOP bracelet. India's all-time money leader continues to cement his place among poker's elite. Congratulations to Santhosh Suvarna on another incredible win.

@DrewCohenMoney Agree they hold bussiness hostage

I think $YELP is a one of the greatest lost opportunities in consumer internet. The app has been underinvested in (search is broken), their advertising has always been ineffective, and they missed multiple move into adjacencies before competitors (OpenTable, DoorDash, Angi, Mindbody, and other SMB services). They were early enough to have a real shot of becoming a SuperApp like Meituan, instead they floundered for years not changing much and bleeding capital. Today though, it still represents a strategic asset that I cannot fathom why no one has tried to acquire $ABNB could use Yelp to buttress their Services business giving them instant access to hundred of millions of reviews, >60mn MAUs, and tens of millions of business profiles. It also solves Airbnb's key issue: frequency. People DO NOT open the Airbnb app often enough for it to be a strong foundation to cross-sell services. Looking up restauraunts/ local businesses is a high frequency activity for tens of millions of users. And if they improve the app, I venture to say they could easily increase that as their strong suit is UI. This is exactly what they would need in order to spin-up the services business. OpenAI or xAI could absorb them to improve their local search results to compete against Google Reviews and they would also get a new customer touch point. The access to their ~10mn businesses is also PERFECT for a business that needs to build advertiser density in order to grow their ads business. Meta could do the same to improve search results in their apps and have a new "business profile" page that is more comprehensive to a FB account (although more likely to be blocked). At a 50% premium, that is a CAC of only $33 a user and you get access to ~10mn businesses, hundreds of millions of reviews, and other meta data. Why not bet ~$2 bil on acquiring Yelp?

@Sam_Badawi Healthy for the market

$AVGO is down 5.58% AH even thought they beat on earnings. Expectations were very high for this one.

@FinancialErnie @smatthewschultz Held pretty strong today relative to the market .

$CLSK Keep your eyes peeled. I assume more and more jobs will begin flooding in to support this build and support the data center once energized 😎 Looks like the announcement by @smatthewschultz is imminent 🔥 Check the site yourself for more jobs 😅👀👇 accenture.com/us-en/services…

@Mr_Derivatives Daddy needs new shoes

$MU CEO cashing out some… I mean, don’t blame him. Been a huge ride up.

@optionscjp I’ll take that

Anyone know why Nokia shit the bed today? This is unacceptable $NOK

@amitisinvesting Yes you don’t want to own mega caps right now it’s not the time

Why is this so bullish? From Google’s press release: “AI is driving an expansionary moment for Alphabet. The company is experiencing strong demand for its AI solutions and services from enterprises and consumers, at levels that are exceeding the company’s available supply.” I’m not gonna lie, this is the single biggest piece of AI related news we have gotten all year. It is making me question certain names in my portfolio that have nothing to do with the AI thematic and making me wonder why I own them. If Google is ready to sell $80B of their own attack to continue funding capex because of unprecedented demand, maybe that warrants selling some losers in your own portfolio to double down on the AI beneficiaries. This is a complete shift in the paradigm of how we think of megacaps. It has me questioning many things tonight.

@FinanceJack44 I guess cause they can 🤷🏻‍♂️

I find it odd that $GOOGL decided to dilute shareholders when they still have negative net debt and did $64 billion in FCF over the last year. What is the logic here?

@Sam_Badawi @TheTranscript_ It’s not even down much tbh

@TheTranscript_ BOOM

Alphabet after loading up on $80B war chest for AI capex:

@RedM4F82 @RichSementa Born n raised in LA it’s true but back in the 90s gangs were worse but that was mostly gang on gang violence.

TMZ’s Harvey Levin drops the hard truth on L.A.: "LA is a mess right now... 15 years ago downtown had this renaissance... It was really the place to go. Now the sense people have outside of the area is you're crazy to go downtown... Right now the city is not functioning well." Progressive utopia delivered exactly what it always does — total collapse.

@Glitch_Trades More like a month

I’ll be taking the year off. Thanks everyone. $MSFT

@Punk4725 Now that I can sign up for

You’ve all been fooled! 😂 How could you believe Ferrari would make the Luce look that ugly? Here’s the real one. 🏎️ Italian style doesn’t lie. 🇮🇹🤌🔥

@Sam_Badawi Guess I will diamond hand my AMD shares

Altimeter CEO Brad Gerstner said one of the hardest parts of investing is letting your winners continue to run while trimming around the edges when positions become extended. He continues to believe AI is where investors want to be positioned long term. At the same time, he cautioned that markets have come a long way very quickly and a normal 10-20% pullback would not change the secular AI story. With potential IPOs like $SPCX, Anthropic, and OpenAI on the horizon, having dry powder available may prove just as important as finding the next winner.