David Beck

2.2K posts

David Beck

David Beck

@Maxcutty13

Father, patriot, and dog lover.

New York, USA Katılım Temmuz 2024
356 Takip Edilen284 Takipçiler
David Beck
David Beck@Maxcutty13·
@ConceptualJames “Trump is not MAGA.” 😂 This dude should be a permanent fixture on the Tucker Carlson show.
English
2
0
7
104
James Lindsay, anti-Communist
James Lindsay, anti-Communist@ConceptualJames·
This is extremely revealing about the way these people think. If you don't understand this, you don't understand the Woke Right perspective.
James Lindsay, anti-Communist tweet media
English
40
45
302
10.9K
Chuck Arnold
Chuck Arnold@ChuckyG123·
@Maxcutty13 @Cernovich He’s reposting an article with a differing opinion moron. The post doesn’t contain any editorialization
English
2
0
1
299
Cernovich
Cernovich@Cernovich·
Trump Hasn’t Lost His Voters Over Iran MAGA voters turn out not to agree with the noisy podcasters who oppose the war. by Karl Rove wsj.com/opinion/trump-…
English
326
32
268
26.9K
David Beck
David Beck@Maxcutty13·
@Cernovich Where do you stand on the Iran war? On Candace and Tucker? What are your actual principles? Do you think what Tucker has been doing is morally acceptable? Where do you stand?
English
5
0
2
1.5K
Cernovich
Cernovich@Cernovich·
Conservative media is dishonest on middle eastern wars. Because of this, people must read left wing sites to get the full story. This is causing us to lose voters that we need. Hence why I cover these issues in a 360 degree way. To try to keep OUR VOTERS right wing.
David Beck@Maxcutty13

@Cernovich Do you realize you make arguments on both sides every day?

English
26
34
335
23.8K
David Beck
David Beck@Maxcutty13·
@ChuckyG123 @Cernovich What part of my statement makes you think I don’t comprehend? I am saying I see no consistent principles.
English
5
0
12
645
David Beck
David Beck@Maxcutty13·
@Cernovich I’ve never taken a certified test but the online ones usually put me around 122.
English
1
0
5
1.5K
The Resonance
The Resonance@Partisan_12·
FIVE TYPES OF AMERICAN POLITICIANS: 1. Bought by Israel 2. Blackmailed by Israel 3. Dual citizen of Israel 4. Scared to Death of Israel 5. Killed by Israel.
English
269
9.7K
43.9K
419.1K
Vince Langman
Vince Langman@LangmanVince·
There's now a clear divide in the Podcast world, which side are you on? Team: Dan Bongino Or Team: Tucker Carlson
Vince Langman tweet mediaVince Langman tweet media
English
6.3K
549
3.1K
149.6K
Mr Kneebius
Mr Kneebius@nbisinvestor200·
Everybody bearish on tech until it's not. 📉 👉 📈 Everyone bearish on $META until it's not. 🔴👉🟢 Everyone bearish on $NBIS until it's not. 🔻👆 Everyone bearish on US economy until it's not. 💩👉🥇 I am 100% US equity only. 💎
English
2
0
10
515
INFOWARS
INFOWARS@infowars·
🚨BOMBSHELL REVELATION:🚨 "Joe, stop us from getting into war with Iran" Joe Kent recounts Charlie Kirk's personal plea to him to help avert a hot conflict with Iran. 👀 This is one of the many fascinating exchanges from Kent's recent appearance on Tucker Carlson following his surprise resignation. Watch the LIVE broadcast here: x.com/i/broadcasts/1…
English
107
86
287
39.5K
David Beck
David Beck@Maxcutty13·
@OptionsPro101 Can you explain to me why stocks always follow the fundamentals of a business? I’m genuinely interested in the logic.
English
1
0
0
15
OptionsTrading101
OptionsTrading101@OptionsPro101·
The vast majority of investors/traders are simpletons.  Their logic is "if something has a strong run, it has to come down".  They don't understand how fundamentals work.  They view strong momentum as a sign of impending reversal, without digging into whether the underlying drivers are sustainable. That's classic mean-reversion thinking. It's rare to see a company with fundamentals as strong as $MU. Explosive revenue growth + record high margins + structural demand + supply constraints + earnings power  You don't get a better set up than this. Just wait until the analyst upgrades start coming out with raised priced targets. This is a textbook example of a "STRONG BUY".
English
7
0
39
3.2K
David Beck
David Beck@Maxcutty13·
I would love to understand why you have such faith in fundamentals. Can you break it down why you believe the stock price of a company will increase according to the company’s performance? It may seem like a basic question but you get a billion people commenting on charts and TA all of this other irrelevant stuff. Why, at the end, does a stock follow fundamentals ultimately?
English
3
0
0
317
Serenity
Serenity@aleabitoreddit·
Year to Date return from Jan to March: +564.36%. I’m speed running last year’s 600%+ returns by finding undiscovered AI bottlenecks. And picking the winners. - 500%+ unrealized gains on $AXTI. - $AAOI 3x’d in 3M or $IQE 2x in 1M. - $LITE close to 100%+. And I expect large capital rotation into silicon photonics + CPO names: Like $SOI, $AEHR, or $SIVE this year. (They’re up close to ~70-100%, but have a long way to go) Then, this is compounded by misc longs, such as $CRCL that increased 148% in 1 month. $NBIS that close to doubled from $70 back to $120. $EWY IV trade is up 50-70% and names like $XLU are up 50%+. My biggest loser YTD is $RDDT since my cost average was $148. Some of the misc picks like $INFQ, $VPG, $AVAV, $LPTH are not doing as well. But as I’ve mentioned aside from Reddit (which I had high concentration in), a lot of my other picks I’m not as familiar with, I have less concentration in: But all my higher conviction picks like $TSEM have been strongly compounded recently. And what matters is I get more things right than wrong, especially in my higher concentration names. Majority of my YTD returns are actually unrealized since I don’t exit my longs, unless there’s material changes: But I did realize a lot of gains at the beginning of the year post Venezuela conflict, as I identified some winners like Gold Reserve that doubled in a day. Sadly I did sell some Asian names like Nittobo or Macronix that both went up 100-200%+ to rotate capital around the time of the Iran conflict… those ended up going a lot higher afterwards. I swing trade a lot of misc names like in fintech or write CSP on the side. Hence why I’m able to compound to 500%+. While individual names are only up 100-200% (just keep doubling + rotating). But if you want to ride the next trend: Most obvious one is Photonics Supercycle if you just look at $AAOI earnings call or $LITE Nvidia GTC call for next few years. And the current one is the Memory Supercycle if you just look at $SNDK returns. And as you’ve seen after my original $AXTI thesis or now Soitec: These names keep going in a vertical line up, as everyone suddenly now realizes its importance to the next paradigm shift for AI. My strategy is identifying structural bottlenecks in the AI supply chains before the market discovers them.
Serenity tweet media
English
133
92
1.8K
126.9K
David Beck
David Beck@Maxcutty13·
@colin_gladman All the dummies look at their charts and say durr durr durr ran up. Zero understanding of fundamental analysis. Good job.
English
1
0
0
111
Colin
Colin@colin_gladman·
“I can’t believe Micron is going down after those earnings” If these are the things you’re saying (or thinking) after 1,000% return in a a year, and 100% since last earnings, and broke out of long term consolidation right before earnings, this ain’t the game for you. $MU
English
35
8
240
30K
Cernovich
Cernovich@Cernovich·
Everyone will be watching Tucker; don’t even try to lie.
English
563
144
4.1K
124.3K
David Beck
David Beck@Maxcutty13·
@EndicottInvests Imagine selling your MU shares after that report. Gotta be very dumb for that.
English
3
0
6
236
Nate Endicott
Nate Endicott@EndicottInvests·
Micron $MU just did $13.8B in net income THIS QUARTER They grew 75% QoQ and nearly 200% YoY They have 75% gross margins, 68% operating margins and 58% net income margins. The stock SOLD OFF on these earnings??! Are we in a bear market? I feel like I'm going insane..
Nate Endicott tweet media
English
26
4
119
10.7K
Gunther Eagleman™
Gunther Eagleman™@GuntherEagleman·
🚨 BREAKING: MACRON IS ABANDONING SHIP — France will “NEVER” take part in operations to liberate the Strait of Hormuz! “We are not a party to the conflict.” Classic French surrender
English
8.1K
6.6K
28.7K
862.6K
Indie Game Joe
Indie Game Joe@IndieGameJoe·
This indie dev spent 1,400+ days building his game, Tangy TD, completely from scratch in C++. Seeing him and his wife react after the game earned $250,000 in its first week after launch is honestly beautiful.
English
274
1.3K
19.3K
780.2K