Lawrence

827 posts

Lawrence

Lawrence

@LawrenceDeLamon

Katılım Temmuz 2023
112 Takip Edilen20 Takipçiler
Lawrence
Lawrence@LawrenceDeLamon·
The one thing I was suprised to hear was your SAAS bearishness extends to MSFT even at its current price . I know you’re big on the major software disruption AI causes but wasn’t aware you have no suspicions of companies like MSFT and NOW being babies thrown out with the bathwater. Obviously some were, like Crowdstrike for example
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Lawrence
Lawrence@LawrenceDeLamon·
@MetamateDaz Do you have solutions to fix those problem without constant charity?
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daz
daz@MetamateDaz·
I genuinely don't understand people like Bezos and Musk. If I had billions of dollars, I would just start fixing everything. Homeless veterans sleeping on the streets? Not on my watch. Hungry children going to bed with empty stomachs? Hell no. They could be making life better but instead choose to build spaceships and data centers to pump stocks and destroy the planet
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Lawrence
Lawrence@LawrenceDeLamon·
@clintoptions Trump holds NOW, Jensen has hyped it up, big financial intuitions have targeted it early as one of the babies thrown out with the bath water in the SAASpacolpyse wave. 80s would be a gift for investors
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Clint Awana
Clint Awana@clintoptions·
$NOW will be back in the high 80s soon. This run will be short lived
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Lawrence
Lawrence@LawrenceDeLamon·
@CarsonTalkMoney In some cases the AI eating softwares lunch fears were unwarranted. But in many cases they were/are very much a concern. Adobe to me has always been a case where it’s a major concern. I wouldn’t touch it, too much unknown long term
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Carson
Carson@CarsonTalkMoney·
This is what I’m talking about Every time SAAS has a good day, $ADBE underperforms… every time it has a bad day, it does about the same I’m fine with bag holding something like $SOFI and $GRAB because the business in firing on all cylinders, but $ADBE has a lot of Ai fears and will permanently trade at a reduced multiple IMO Will $ADBE do fine? Yes absolutely (IMO) But what will double my money faster? $CELH, $GRAB, $SOFI and many others! That’s why I’m debating whether to sell or not It’s not because I think $ADBE is bad, but the opportunity cost is really bad… they also don’t have a CEO I trust to lead the company anymore The more I think about it, the more I agree with @HolySmokas
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Carson@CarsonTalkMoney

I just got done watching @HolySmokas video and he sold $ADBE today What’s your thoughts on this move? I was actually thinking of doing this too, I like $ZETA and $NOW more It feels like everyday they are the worse performer in my portfolio, which hurts my desire to hold. Their earnings have been pretty mid and not impressive I’ll probably wait till they report earnings again, but if they continue to report solid, but not good earnings I’ll be selling $CELH and $NOW are two positions I would love to build with the proceeds

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Lawrence
Lawrence@LawrenceDeLamon·
@HolySmokas From a social arbitrage perspective - this is not where I want my money right now. Kbeauty has completely stole Elf’s thunder on Reddit, TikTok, and now shelf space
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Jeremy Lefebvre
Jeremy Lefebvre@HolySmokas·
$ELF is a huge buy BEFORE earnings come out in 45 minutes. It’s a HUGE buy tomorrow regardless of move up or down. Anything under $100 is steal deal for long term investors
Jeremy Lefebvre tweet media
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Al Afandi
Al Afandi@abdulafandii·
@Dren96556958 @Candilox @SarahisCensored @set_media91347 Ok “Now therefore kill every male among the little ones, and kill every woman that hath known man by lying with him. But all the women children, that have not known a man by lying with him, keep alive for yourselves.” — Numbers 31:17–18
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Sarah Fields
Sarah Fields@SarahisCensored·
According to the 75-page manifesto tied to the San Diego Islamic Center attack, here are the facts about the shooters based on their own words: They hated Jews. They also hated Islam. They were not trans, they were incels. They hated women. Their hatred for women was only surpassed by their hatred for Jews. They hated Black people. They hated all immigrants. They hated gay and trans people. They were not MAGA. They did not like Trump, and they did not identify with the right. They openly encouraged the left to take out Trump and JD Vance. How did we reach such an insane level of radicalization that literal kids are carrying out attacks and then taking their own lives afterward?
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Dana Estelle
Dana Estelle@DanaEstelle4·
@LawrenceDeLamon @BernieSanders Wow. An em dash! Invented entirely for AI. Never used before then (i preferred parenthesis for the same purpose myself before figuring it out). No way was proper em dash usage ever taught properly in schools!
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Bernie Sanders
Bernie Sanders@BernieSanders·
70% of Americans think AI is moving too fast. 77% think entire industries will be eliminated. 97% say AI safety should be subject to rules. Maybe, just maybe, it’s time Congress listened to the American people — not just the billionaires pushing it — and regulated AI.
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Juan
Juan@Tallmoneymoves·
@growthrapidly $RKLB bought at $4 and sold at $5 at that time was like $4k worth of shares
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Joel
Joel@growthrapidly·
What stock did you have strong conviction in but never bought and it later turned into a 10x? 👀
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DDP
DDP@blakk_boi_flyyy·
@LawrenceDeLamon @burner694208008 @Bweaver_87 @Belorris Family values= 3 wives cheated on them all Respect for law= refused to acknowledge officers harmed during j6 Stronger borders= Mexico didn’t build the wall lol Free speech= tried to get late night host canceled bc he got his feelings hurt Bro STFU you sound stupid lmaooo
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Bella Morris
Bella Morris@Belorris·
if you’re MAGA and enjoy watching “the boys,” do yall think homelander is the hero? or do you just convince yourself that the show isn’t about you?
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Lawrence
Lawrence@LawrenceDeLamon·
@blakk_boi_flyyy @burner694208008 @Bweaver_87 @Belorris The world definitley isn’t laughing at the crowd that supports family values, respect for law enforcement, stronger borders, free market values and free speech. They’re laughing at the crowd who thinks men can have babies and “nobody is illegal on stolen land” crowd
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Wolf
Wolf@riverwolf0518·
@DudeWhoInvests $NBIS sold my $AMZN and $GOOG earlier this year and placed all of it on Nebius
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Lawrence
Lawrence@LawrenceDeLamon·
I had same situation selling real estate last year , everything I like was at ATHs, bit thr bullet an investing anyway - heavily into $SMH and $RKLB . Turned out to be good decisions. 2 more houses being sold soon so I’ll be up for round 2 soon, probably will add to my RKLB, SMH, AMZN and double my position in $NOW. Debating on starting a position in $BE. And have $OKLO on my watch list.
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Trader Joe
Trader Joe@TraderJoe1999·
I have $130,000 in buying power just collecting dust. If you had $100,000 to buy stock - what would be your main purchase?
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Ceomnsr
Ceomnsr@ceomnsr·
What stock do you own that everyone else thinks is stupid?
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