Patient Gowth Investor

@TheRayMyers It’s funny that MELI is selling off because Shopee among others should be taking market shares, still Sea Limited is down badly the last couple of months as well… does not make any sense to me

Analysts are lowering $MELI Price Targets: J.P. Morgan $2650 📉 $2100 Morgan Stanley $2800 📉 $2600 Citi $2600 📉 $2400 UBS $2900 📉 $2700 Barclays $2900 📉 $2600 BTIG $2750 📉 $2650 Are they right?

@mathiasboe Is this not a massive overreaction and a great buying opportunity?

Double down on $SE just under 80. Lets go

@DanBesbris What about nurkic, will his value disappear?

🏀🏀 #FantasyBasketball TRADE DEADLINE WINNERS & LOSERS 🏀🏀 Updated: EOD Wednesday 📈 Winners 📈 📈 Jalen Smith (bye Vuc) 📈 Santi Aldama (no centers left?) 📈 Onyeka Okongwu (bye KP) 📈 Cedric Coward (not many PFs left either) 📈 Isaiah Collier (when Keyonte sits) 📈 GG Jackson (points league value with bigs hurt?) 📈 Jordan Miller (at least until Garland is back) 📈 Darius Garland (fresh start) 📈 Khris Middleton (if he's allowed to play, not rest, which seems a longshot) 📈 Marvin Bagley (Gafford can't stay healthy, could get traded) 📉 Losers 📉 📉 Neemias Queta (hi Vuc) 📉 Jaren Jackson Jr (tank fears) 📉 Anthony Davis (hard tank fears) 📉 Bulls guards (so many!) 📉 Jazz frontcourt stashes 📉 Ivica Zubac (lost PnR maestro) 📉 Jaylon Tyson (PG that isn't hurt now) 📉 Coby White (6th man role) What else do you all like or dislike?

@SHSInvesting @KobeissiLetter Oh dear lord just as I thought americans could not get any more dumb…

@KobeissiLetter Yes indians $2500 per capita income will buy up all those Mercedes and BMWs 🤣. Nothing burger trade deal. The American consumer is always the real prize.

BREAKING: India has reportedly reached a new trade deal with the EU and will cut tariffs on cars from 110% to 40%, with tariffs eventually falling to 10%. India is making trade deals with the EU and Canada is making trade deals with China. Global trade is shifting.

@TonyNashNerd Look at this American morron living in a bubble… must be wanking to fox news all day long and not have any idea about anthing besides what he hears in his little echo chamber..

🤔 I just don't understand what Europe is trying to achieve by taking a hard stance against the US on Greenland? Pride? Sovereignty? International law? Relevance? Those ships sailed decades ago. What is it?

@danielnewmanUV But the US will benefit from a prolonged trade war with Europe? The US total debt is 34 trillion but sure they will benefit from a trade war with Europe who is around 20% of their total export market…

A lot of strong posturing coming from the EU today. I don’t see a situation where the EU can benefit from getting into a prolonged trade war with the U.S. Going to be very interesting to see how this plays out over the next week.

@TASmythe137445 @DeItaone And I thought russians were delusional…

@DeItaone GREAT The quicker we leave NATO and the EU, the sooner we strengthen the dollar and potentially join BRICS, expanding our commercial relationships in a Tri-Polar world with Russia and China. The UK is no friend either.

🚨 EU CAPITALS CONSIDERING HITTING US WITH €93BN WORTH OF TARIFFS OR RESTRICTING AMERICAN COMPANIES FROM BLOC’S MARKET IN RESPONSE TO TRUMP’S THREATS- FT

@WOLF_Financial Lego

What private company do you wish you could invest in?

@sam_badawi But still down 7% in pre-market.. unbelivable what did people expect

Uber - Q3 2025 Earnings $UBER 91.31 [-8.00% PM] ✅ Revenue: 13.47B (Est: 13.27B) [+11% YoY] ✅ EPS: 1.20 (Est: 0.69) Additional Metrics: Gross Bookings: 49.74B (Est: 48.73B) [+21% YoY] Adjusted EBITDA: 2.26B [+33% YoY] Trips: 3.5B [+22% YoY] Monthly Active Platform Consumers: 189M [+17% YoY] Operating Income: 1.1B Free Cash Flow: 2.2B Q4 2025 Guidance: Gross Bookings: 52.25-53.75B (Est: 52B) Adjusted EBITDA: 2.41-2.51B (Est: 2.48B) Uber expects ~$30B in incremental Gross Bookings for FY25

@mvcinvesting Started up 2,6% yesterday and ended flat at close. Currently starting 3,5% down pre-market, lets hope we end up flat again, but afraid were going way way down today 😅

I guess it’s bursting again… 😂

@amitisinvesting $GOOG is the best company in the world next to $NVDA. Best thing is the diversity in their growth between search, cloud, AI, YouTube etc., while Waymo will boost this even more in a few years

$GOOGL increased capex expectations from $85B to $93B… not slowing down 🤯 $NVDA !!!!!!!

@sam_badawi @EconomyApp 10 billion only from YouTube adds is insane.. top three company in the world

Alphabet - Q3 2025 Earnings $GOOGL 288.39 [+5.11% AH] ✅ Revenue: $102.35B (Est: $94.07B) [+8.8% YoY] ✅ EPS: $2.87 (Est: $2.27) [+26.4% YoY] Additional Metrics: Net Income: $34.98B [+28% YoY] Operating Margin: 31% (vs 28% YoY) Google Search Revenue: $56.57B [+9% YoY] Google Advertising Revenue: $74.18B [+8% YoY] Google Cloud Revenue: $15.16B [+21% YoY]

@himshouse Nice with some positive notes. My feed is filled with Hims Bears right now. Really looking forward to see their guidance next week, gonna be crucial for the stock to pump again…

I stand by what I said yesterday: $HIMS sentiment is at an all-time low. But there are multiple *extreme* upside scenarios that could make the stock explode: 1. Tirzepatide: Dozens of other telehealth companies are selling compounded tirzepatide. $HIMS still doesn't. If $HIMS decides to enter the tirzepatide game, the stock will RIP. Yes, there's some legal risk, and Eli Lilly $LLY is always watching. But ya never know... 2. Most-favored nations drug price negotiations: Trump hasn't struck a deal yet with Lilly and Novo, but we know he wants one. Two weeks ago, he told reporters the "fat-loss shot" would soon cost $150. Dr. Oz said "not yet." Trump replied: "But it will be... we have other options." If compounding is used as leverage to help get the prices down, $HIMS moons. 3. Peptides: "Everyone has a Chinese peptide dealer now." Whispers from DC say regulatory action is coming. $HIMS is the only telehealth that OWNS a peptide facility. If peptides get a green light, watch out. 4. Core slowdown priced in: The "core slowdown" narrative is so overdone that any hint of improvement will ignite the stock. You won't even need to wait for earnings -- BB credit card data runs on a 1-week lag. The market will turn the moment there's good news. 5. 2025 an "investment year": $HIMS raised $1 billion at 0% interest -- something no other telehealth can do. They're using it to transform from "boner pill company" to vertically-integrated AI health platform. That takes time. The moment Wall Street sees evidence it's working, $HIMS' multiple will expand dramatically. 6. AI: By some accounts, $HIMS' CTO Mo Elshenawy is a top 100 mind in AI -- in the world. Give Mo + Dheerja time to cook. When the AI trade comes to healthcare, no telehealth will be better positioned to capitalize than $HIMS. Not financial advice. Just pointing out that when $HIMS sentiment turns, it will turn quickly. (btw I have sold 0 shares since starting Hims House)

Trump doing all he can to position the U.S. before the meeting with Xi. Market is waiting for this and big earnings this week. $SPY finance.yahoo.com/news/live/stoc…

$SOFI earnings out! As expected they chrushed the expectations. What is even more impressive: 35% membership growth (905.000 new members in the quarter) and 36% product growth. And they raised their guidance for the year from 3.375 billion to 3.54 billion 📈

@SoFi @anthonynoto Lets go $SOFI 📈

📣SoFi keeps breaking records! In Q3, we delivered record adjusted net revenue driven by all-time highs in new members, new products, and fee-based revenue. For more details, visit: investors.sofi.com/news/news-deta…

@qualtrim Meta and Alphabet surely will beat estimates wednesday

Meta’s P/E multiple has been flat since early 2023. Meanwhile, EPS growth has been ~70% annually. Interesting... $META

Goldman Sachs’ chief strategist Peter Oppenheimer is warning that valuations are getting lofty. But calling this a bubble ignores that the tech companies are delivering. Their dominance is not built on hype, it is built on results. $MSFT $GOOG $AMZ $META

@StockMKTNewz More bullish news 📈

🇺🇸 PRESIDENT TRUMP SAID THIS MORNING: - WILL BE GOING TO CHINA 🇨🇳 IN THE FIRST PART OF 2026

@_mrlongterm @StockMKTNewz South Korea