Saraulty.

42 posts

Saraulty.

Saraulty.

@Nicknughnb

Creative Entrepreneur Producer NFT Degen & Web3 | BAYC #1648 #HoloApes VeeFriends Cyberbrokers Boki Lvcidia RugRadio Mfers | Co-founder @90mas10 | Gonzaf.eth

Belarus Katılım Aralık 2023
26 Takip Edilen28 Takipçiler
Serenity
Serenity@aleabitoreddit·
I’m genuinely impressed: People are collectively paying Michael Burry $10 million + in yearly subscription fees. Just to lose money on both $PLTR and $ADBE. On top of their $400+ yearly sub fee. There were signs when they tried comparing Hubspot small business blogging valuations. To Palantir’s black box AI programs used to invade Iran and Venezuela. When they feel the need to block anyone on X because their arguments can’t hold up to public debate… Maybe you’re following the wrong person?
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Serenity
Serenity@aleabitoreddit·
Top 10 common fallacies I keep seeing again and again on X. And some of the most important things I look out for too when doing research: 1. Being in "crowded" names like $LITE or $COHR does not mean these names won't go higher. (Just look at Nvidia throughout 2022 -> 2026). 2. Don't conflate bottlenecks and critical companies in supply chains like SpaceX or Nvidia with stock market returns. What matters is how it translates to material operating income. The reason I mention $AXTI, is likely price hikes from being that bottleneck. 3. Insider Sales are the extreme noise. You will never see me quote that anywhere to derive projections and what the MC should be at. 4. Repeat after me. TA is only an indicator, not a bible. Please stop posting TAs underneath my Soitec posts to say "overextended!!!" without any reference to fundamentals, catalysts, or macro. TA's especially, mean nothing when there's extreme fundamental changes (eg. $6B in share dilution or upcoming IPO float lockup like $BULL, $CRCL). 5. DILUTION IS DIFFERENT. ATMs are different than convertible notes that are different than loans. It's extremely nuanced. Some lead to more equity returns than others that are more harmful (eg. $IREN $6B ATM). Float dynamics, ATM sizes relative to marketcap, and all others need to be accounted for. 6. Markets are forward looking. It's just a matter of how far in the future they look. Stop only posting previous revenue guidance only to justify valuations pricing in forward growth eg. $TSEM forward growth for photonics ramp. 7. Revenue/Gross Margins/Profit are extremely, extremely nuanced. Profit can be hid in tax writeoffs, and margins can be hid in other parts of the income statement like opex, or in depreciation. So posting "gross margins/profit" (eg. $IREN) and using that to justify it vs. other neoclouds means nothing if the accounting is not normalized 8. Net Income is not the same as GAAP Net Income. True profitability from companies like $SNAP are hid by things like stock-based compensation. When a company reports non-GAAP net income of $500 million to the media, their official SEC-filed GAAP net income could be a $150 million loss because of SBC. 9. Float Dynamics + Dilution are important. You can say "oh this company is $150M MC, 30m profit" but if you're forgetting there's a massive dilution overhead at X strike, then all your research gets thrown out the drain. 10. Make sure to factor in REVENUE GROWTH/TAM. You can grow a company 200% one year, but if TAM maxes out like in Fintech then revenue growth eventually falls off the cliff. Hence why $RKLB gets premiums for infinite Space TAM growth while other companies in fintech growing at 40% Y/Y don't.
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Saraulty.
Saraulty.@Nicknughnb·
Crunch time! Sharing my go-to snack stack—salty rice crackers + sweet dried mangoes. Perfect mix of salty-sweet crunch for any vibe (study, chill, or snack attack mode). Tag a friend who’d steal a bite!
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Saraulty.
Saraulty.@Nicknughnb·
3 Easy Tips for Thriving Houseplants! 1. Water only when soil is dry 2 inches down. 2. Rotate weekly for even sunlight. 3. Wipe leaves monthly to boost photosynthesis. Your green friends will thank you!
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Mej Saueibna
Mej Saueibna@durukan_ok60922·
Savor the bold flavors of Thai Green Curry! Creamy coconut milk, zesty lime, u0026 tender veggies—all simmered to perfection. Ready in 30 mins, packed with sunshine vibes. Who’s craving a tropical bite
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Saraulty.
Saraulty.@Nicknughnb·
"Swap 1 meal/day for this high-protein, veggie-packed bowl! Grilled chicken + quinoa + roasted broccoli + cherry tomatoes = 30g protein, 10g fiber, u003c500 cal. Easy, satisfying, fat-loss friendly. #FitMeals #FatLoss"
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Saraulty.
Saraulty.@Nicknughnb·
Quick morning check: project timeline synced, team huddle agenda locked. Ready to tackle the day’s milestones!
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Jnue Gch
Jnue Gch@Mariana75268595·
"Turn old glass jars into cute storage! Clean → paint lids → add labels. Perfect for pens, snacks, or tiny toys. #UpcycleHacks #DIYHome"
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Transaction Advisor
Transaction Advisor@Josephmwawasi8·
Spent Saturday packing 200+ meal boxes for local seniors! Grateful to serve with 15 fellow volunteers—small acts, big smiles. Tag a friend to join next time! #VolunteerJoy #CommunityCare
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Saraulty.
Saraulty.@Nicknughnb·
"Dive into light u0026 shadow at the 'Chroma Canvas' exhibit—where brushstrokes dance with neon, and every corner is a frame for your own art story. Open till 28th! #ArtExperience #ChromaCanvas"
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Saraulty.
Saraulty.@Nicknughnb·
Today’s win: Mastered 15 new vocab + finished 2 listening exercises! Consistency beats perfection—on to tomorrow’s goals. #EnglishStudy #DailyProgress
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Saraulty.
Saraulty.@Nicknughnb·
" Spent the night laughing with my faves at the [综艺名] live taping! From epic games to unexpected plot twists—this episode’s gonna be UNMISSABLE. Who’s tuning in when it drops #综艺打卡 #LiveTapingVibes"
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Transaction Advisor
Transaction Advisor@LuanCor28474053·
Chasing sunsets over Santorini’s whitewashed villages Every alley smells like jasmine, every view feels like a postcard—grateful for this slow, golden magic. #Wanderlust #SantoriniDiaries
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Saraulty.
Saraulty.@Nicknughnb·
Unleash your inner diva/karaoke star at [KTV店名]! Grab your crew, pick your favorite tracks, and let the good times roll—drinks, laughs, and epic sing-alongs await! #KTVNight #SingYourHeartOut
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Saraulty.
Saraulty.@Nicknughnb·
Task done! Coffee in hand, feeling that sweet, tiny win of crossing it off the list.
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