Benjamin Sedlecky

@Rickinchico @jimrome There it is.

@jimrome Still waiting for a Clone to yell "give me back my son" at the PGA. Plenty of chances left. Step your game up. C'mon.

@ZackStacksKap @grok I sold out after losing all my gains, but I wish you the best on this one.

@SedsGoBlue @grok I'm invested in both, but more TTD. We shall see.

$TTD earnings weren't good. No signs of revenue growth reacceleration and Q2 2026 was guided down further to 8% YoY growth. I'm drawing the line in the sand: if the revenue growth rate doesn't improve by the end of 2026, I will be selling my entire position. To be more more specific, I'm looking for revenue growth of 12%+ and for Q3 and Q4. TTD is a significant % of my portfolio if measured by original allocation so I don't say this lightly. @jefftgreen has said a lot of positive things about the company during this trying time: the great product innovations, specific brand performance highlights, strong joint business partnership pipeline, but for the past year couple years he has yet to back it up with any financial improvements. To his credit, he has delivered in past years, which is why I've kept holding but lately its just all positive talk and "reasons" for why revenue growth has been held back. If it's truly a macro issue that takes 2+ years to resolve, I'm not sure if this is a business I want to be in the long term. It's too mentally taxing to hold when are plenty of other companies out there. I'm making this statement here to keep myself accountable. See you all in a couple of quarters.

@MemeDitka How do you put together your big board?

DraftKings Daily Grand Slam Bonus Bet Payout 💰 Luke Raley (+348) Bonus Bet Payout: $2156 ‼️‼️ This is a massive outlier and great news for all Raley bettors. I had a feeling my model projection was low, but definitely didn’t think it would be this low. 11th most likely player to homer yesterday and number 1 on my grand slam big board & was HEAVILY underplayed. Look how much of an outlier he is on the scatter plot 👀 Congrats all!

@ZackStacksKap @grok AppLovin will have taken all their potential market share by then.

@SedsGoBlue @grok I’m hoping they have a more bottom funnel focused solution in the future for more performance oriented SMBs at some point. But I think they need to focus on righting the ship of their main business.

@ZackStacksKap @grok I guess the flaw in their business model is that they cast too narrow a net, thus allowing for such cyclicality to impact them.

@grok @SedsGoBlue @grok Is there evidence of this outside of what TTD is saying in their earnings report?

@ZackStacksKap So “big name brands” are no longer spending money on ads…in general?

@SedsGoBlue If you're referring to Google and Meta, they have a more diversified client base (e.g. SMB). TTD is driven by big name brands. It's offers great stability when it's working, but when it's not you get the other side of it.

@SawtelleAn5682 @darwintojesus Great argument, sir. You just changed my life.

@SedsGoBlue @darwintojesus god is logically impossible. Must someone prove a square circle doesn't exist? Or can we stop at logical impossibility, and conclude it doesn't exist?

The moment we found DNA contained information, that was a wrap for atheism.

@SawtelleAn5682 @darwintojesus Can you please prove God doesn’t exist? Or are we just gonna play “the burden of proof is on you!” like usual.

It's not sound. 1- you cant use background knowledge of human designing unnatural objects with embodied minds and use it to infer nature is designed supernaturally by a disembodied god. Seemings are not justified without a sound argument. And the only way the universe is designed is presupposing the conclusion in the premises. god exists therefore logical explosion. In this case it's the designer of the universe is a dead guy in a stick.

@MemeDitka CJ Abrams boo that man

DraftKings Grand Slam Payout Day 5 Data Part 2/3 | Late Afternoon Slate 📊 4PM window only ‼️ We have 3 more games with confirmed lineups & have found our first ELITE option of the day: Jo Adell 👀 Remember, we are dealing with fractions of percents for this promo. Adell is the best option for the 4PM slate, but it’s not like he is worlds ahead of Montgomery/Murakami. All 10 of these guys are solid plays tbh. I will post the night game data around 6PM EST. Full afternoon slate in the first reply 👇

@TheRoyalSerf 👏🏽👏🏽👏🏽

@drowsyinvestor @RyshabTalks @JRogrow Was it one of the stocks he mentioned on one of the podcast episodes?

@RyshabTalks Jaw dropping earnings but goes back to Dr. @JRogrow statement “in regard to build out think in terms of decades to meet infrastructure demand”.

In a sea of “stay the course” type stocks, really nice to have $STRL hit big. Bought in at $275 last year.

@davey_juice @Brian_Stoffel_ What the?

@Brian_Stoffel_ Fag

I see $SHOP with 25% optimized FCF margins. With that, it needs to grow revenue at 17% CAGR over next decade. That's not an easy hurdle, but with rev growth ACCELERATING, seems like a decent entry point

@eastdakota Just say AI a lot and you’ll be good.

It's that time again: working on my earnings script. And since some of you are curious, listening to mostly Yung Lean, Nine Inch Nails, and some Boys Noize mashups.

@drowsyinvestor Second? Wait…you’re not telling me…you’re still at 1?

We are definitely hitting the stage of the cycle when someone is going to tweet something like “take out a second mortgage to buy memory stocks!”

@drowsyinvestor Struggling with this big time right now, as a lot of my stocks have been decimated.

Pretty hard to turn away from the stories of people allegedly making ridiculous amounts of money riding the AI train. That’s great for them. But don’t lose sight of long term investing. Just putting up good years and letting the gains compound leads to great wealth.

@20th_Centurygal 4 Non Blondes - What’s Up

Name a song where the title is never mentioned in the lyrics.

@investing_bear @RyshabTalks Added to $RDDT.

@RyshabTalks Looks like analysts already moved the 820m expectation for Q3 up to 845m on avg. Not sure if some have yet to update. So would you be looking for at least 879m (845 plus a 4% beat)?

Reddit $RDDT did well but did not live upto my expectations. The beat was great but the guidance raise was very minimum. For a business that is riding a 40% analyst beat for last 12 months, this was a little disappointing. Don't get me wrong, in software any beat is gold right now. And with the ttm revenue growth steady, I fully expect Reddit to get back to all time highs - which is almost a double from today's close. But for the longer term thesis, this was a swing and a miss. I will hold but now a beat and raise becomes critical for next earnings.

@jablamsky @drowsyinvestor @investing_bear @JRogrow Cliff’s: Nvidia and Alphabet stocks are never gonna go down ever again?

@drowsyinvestor @investing_bear @JRogrow

JUST RELEASED: Episode 20: John Rotonti on AI Buildout and “Multiple Worlds” on Shooting the Bull with Drowsy and Bear @investing_bear and I have @JRogrow back on to talk AI infrastructure, valuation, and the future. $NVDA $GOOG and more A must listen! open.spotify.com/episode/08ojOZ…

@jablamsky @drowsyinvestor @investing_bear @JRogrow This is gonna be so over my head 😭