Josh Brewing

"I am a man. See me as a human being—not a birth defect, not a syndrome. I don’t need to be eradicated." Frank Stephens pleads for the humanization of people with Down syndrome, studies suggest 67-90% are aborted in the United States due to faulty prenatal screenings.

@SayNoToTrading For example, strong SW names like MSFT and NOW will be viewed as very undervalued in 2-3 years imho (2-3 months, who knows)… great profit profiles and growth potential. Fwd mult compression on strong SW names feels very irrational… AMZN way undervalued too but for diff reasons

@SayNoToTrading I honestly meant not at your level from an understanding perspective. Can tell you do deep research in everything… from eating habits to investing. Enjoy reading all your stuff.

What would you rather buy: 500 of $AMZN at $191 500 of $RKLB at $60 I say both. In all seriousness, this brings up an important issue which is irritating me more and more the longer I'm on X. In the short ~1 year of being on here, I've seen the focus of the fintwit community go from just that - a community - to a place where once accounts reach a certain size, they are just trying to sell subscriptions. Then, their public facing persona is carefully crafted. No longer do they share what they are buying or selling in real time like this. Instead, rather cagey and useless posts just teasing a subscription. They say things like what they bought/sold 3 months later (e.g. someone saying they sold $HOOD in January) and they only publish that now, after stock is cut in half. How useful is that? It isn't. It's a total waste of time as you scroll your feed. They either don't have the balls to tell you what they're doing in real time, because they're afraid of being publicly wrong, or they are thinking first and foremost on selling subs and crafting the right perception for that. Speaking of being publicly wrong, if you are selling a sub and too sissy to post your pic, general vicinity of where you live, or any other vague details about who you are, what makes you think people should trust you with their money? You can't compare it to bonafide but faceless financial research firms. Even they have an LLC, C-Corp, or similar. They are not anonymous, if you really dig. I do believe that if you take money from someone, you will act differently (and more respectfully) if in the back of your mind, even subconsciously, you know someone can find you if they try. You will think a bit differently in that financial advice you give. You will be even more careful with it, knowing that, bad advice can come back and haunt you. Oh and don't kid yourself and say it's not financial advice you're selling. You're not running an OnlyFans here. Hell, you won't even show your face, so what else are people paying you for?! That too brings up major legal issues which I won't get into for now. Though I will briefly say, having extensive experience with FTC last decade from my own businesses, just putting up some generic "not financial advice" tagline doesn't indemnify you, if you are taking money in return. You are totally naive if you think that's how the law works. A post by @Invesquotes a day ago said: "Honestly pretty crazy how many large accounts that patronize other investors here end up deleting posts when proven wrong Absolutely crazy." I replied: "Can you post examples? I know this is big problem and plenty of people on here document, so the proof is out there, but for those of us who don’t track this stuff, we are clueless as to who is and isn’t doing it. I’d like to know who to ignore/unfollow/mute." He did not feel comfortable sharing who and in my opinion, that too is a problem. Why the hell protect people just because they are big and popular accounts? Call them out dammit!!! A Canadian investor I follow on here, I saw a day or two ago they are largely going to stop posting on X because they are no longer getting much value on here. I agree. There are tons of amazing people on here, but the vast majority of them I find are those who have nothing to sell and in turn, have honest intentions of trying to invest better and share what they're doing and thinking. Life is reciprocal. If you are getting value from others, you have an obligation to share with them in return. That's how it works. I am feeling less compelled to go out of my way to post what I'm doing, because hardly anyone else does the same in return, yet they follow me. I deactivated all other social media in 2022. I can't even view Instagram or TikTok because it requires app and/or login to see a post. So I'm now 4 years on that. Have no clue what their current interfaces even look like. Don't be surprised if I just disappear from here one day, because I get totally fed up with what this place has turned into now that X subs are so prevalent. That's not friendship, that's a marketplace, especially when the other side (me) doesn't charge you for anything.

@pepemoonboy Agree, good if you’re holding for >12 months… may be more near term pain. How are you currently feeling about Copper?

I think $META is currently the biggest steal in the market right now. I don’t care what anyone says.

@loganlemin @packers Yeah, Jenkins/Quay/Romeo all have pro bowl talent 🤦🏻‍♂️

@J_Brewing @packers Nate Hobbs was the worst corner in the league. Gary didn’t have a sack the last 9-10 games when we needed him most. Will miss Jenkins, Quay, and Romeo tho

Can't wait to see these guys reppin' the Green and Gold 👀

@loganlemin @JamesAustin3X3 @packers … But dumping 25 yo up and comer Colby Wooden when you need D-line help!?! Getting nothing for Elgton? Just dumb.

@JamesAustin3X3 @packers Add Hargrave to a d-line that needed another interior guy next to Wyatt. A solid LB next to Cooper that replaces Quay Walker. Any CB in the league is an upgrade over Hobbs.

@Biblicalman Honest question, what if you just don’t think about “god/God”… it’s not in your mind, not aware of Him… is it your fault, or His, as He made you?

Reason is faith. Science is faith. Your rejection of God is faith. You're religious. You just picked a weaker god. Yourself.

@FinFreedom414 Not gonna trade my fam for an incremental $9m, silly.

Imagine you had to choose your life at age 40: Option A: Single. No kids. $10M net worth. Travel anywhere. Total freedom. Quiet house. Quiet holidays. Option B: Married. 3 kids. $1M net worth. Drive a Toyota. Chaos every morning. Loud house. Full dinner table. Be honest, which life are you choosing?

@MrMikeInvesting You’re ignoring the fact that in ‘20 AI wasn’t viewed as a huge disrupter to Microsoft Office… which now is fully visible.

Buying $MSFT here means paying the same valuation as the 2020 COVID crash lows… Since then $MSFT has… ~ Grown revenues 130% from $143 billion to $330 billion now. ~ Expanded Azure as the #2 global cloud platform. ~ Grown free cash flow from $45 billion to +$90 billion now. ~ & even become a core infrastructure provider for AI. $MSFT is a true generational buy here while trading at just a 25x p/e. Opportunities like this don’t come around often…

@RobDemovsky At least the locker room got a solid “A” 🤦🏻‍♂️

The Packers grades from the NFLPA player survey:

@pepemoonboy Nice summary Pepe

$HOOD recently announced the IPO date for the Robinhood Ventures Fund I (RVI) 👀 RVI is a closed-end fund investing in high-growth private companies at the forefront of their industries. Translation? Robinhood is giving retail investors access to late-stage private companies that historically only VCs and billionaires could touch pre-IPO. 📅 IPO Date: February 26th Holdings include: • Databricks • Revolut • Mercor • Airwallex • Boom Supersonic • Oura • Ramp • Cash & cash equivalents Quick breakdown of what you’re getting exposure to: 1️⃣ Databricks ($134B) – SF-based data + AI powerhouse helping enterprises process massive datasets and build ML systems. 2️⃣ Revolut ($75B) – London fintech superapp offering global banking, payments, investing, and more. 3️⃣ Mercor ($10B) – AI-driven hiring platform matching top talent with cutting-edge companies. 4️⃣ Airwallex ($8B) – Global payments + business banking infrastructure enabling cross-border commerce. 5️⃣ Boom Supersonic ($1.5B) – Aerospace company building next-gen supersonic commercial jets. 6️⃣ Oura ($11B) – Creator of the Oura Ring, a leader in consumer health and sleep tracking tech. 7️⃣ Ramp ($32B) – NYC fintech helping businesses cut costs with corporate cards + automated expense management. Retail keeps leveling up. Access is expanding. Barriers are falling. Robinhood continues building what looks more and more like a financial superapp for the next generation. Wild times to be an investor. 🚀

@MrMikeInvesting Remind me again when there was $1T in annual capex being spent by 7 companies? The 7 could be hit, and the bulk of the market could surge due to that stimulative spend.

History is being made… Over 115 S&P 500 stocks have declined over -7% or more within a single day over the last 8 sessions. The average drawdown on $SPY when this happens is -34%. Right now the S&P 500 is just -2% from All-time highs. We are seeing activity that hasn’t been seen since the 2000 Dot-Com bubble burst…

@kevinxu Very low IQ take

the only companies left after the singularity: - ai tech (nvda, goog, meta) - ai labs (openai, anthropic, xai) - ai infra (iren, sndk, tsm) - defense (pltr, onds, anduril) - degenerate gambling (hood, kalshi, crypto) - gamestop

@pepemoonboy Happens to the best of them, keep your head up.

I was wrong about $PINS. Cutting my losses and selling my position. This one hurts. Big lesson for me.

@BrianFeroldi EBIDTA 🤦🏻‍♂️…. no longer EBITDA per Brian?

@Realrclark25 You are a racist Ryan.

At least there’s no questions about it anymore. He finally made it plain and simple for everyone. So, please stop saying it’s not what or who he is. If you support him, you support that! No excuses!

@kevinxu 🤡

my ass got cooked ngl

@pepemoonboy Don’t get mad little Pepe, get even!

Lol, I hate this market.