R

@heyalizaid @metinferatii @yasser_elsaid_ Margins / growth rate / moat to name a few

@metinferatii @yasser_elsaid_ yeah, make sense... but how do you figure out "value" for indie products?

ARR is MRR * 12. Don't let anyone tell you otherwise.

@tottiquanti @rork Cool, thanks! 🫡

@SocialArbitrage @rork in discord they said they fixing+ you send ur email address and they ll refund credits

@Gfilche @TheNFLDrop @grok Basically $10B to charity and he would have the chance at turning Seattle around… Starlink & xAI in Bellevue I believe 🤔

@TheNFLDrop no fucking way. @grok is this real?!!? PLEASE lol

REPORT: Elon Musk says he is interested in purchasing the Seattle Seahawks from the Estate of Paul G. Allen. Musk has a net worth of $850 billion and the Seahawks are looking to sell for over $10 billion.

@MasonBaker68 @JonM_Salter @DreamMakersTM @PeteNakos @BrandonHuffman @JAbercrombie51 @KirbMoore @WSUCougarFB @WazzuNIL

Ankle is 100% healthy! 🔥SDSU Transfer Portal OL 🔥6’8” 365lbs 🔥All American JUCO OT 🔥1st Team All-Conference 🔥2x2 eligibility (plus potential NCAA JUCO year) 🔥Played OT & Guard @JonM_Salter @DreamMakersTM @PeteNakos @BrandonHuffman

@CougCollective @WSUCougarFB Finally joined. Go Cougs!!!

Great half @WSUCougarFB! Let's finish strong! Join the #MightyByMany movement and support these Cougs! 🔗givebutter.com/6x26 #GoCougs #WAZZU #NIL

@CSG_WAZZU @dpain10238 @coachlukefalk Ok “official CSG page for WAZZU” 🤣

@SocialArbitrage @dpain10238 @coachlukefalk We're proud you were able to say this to the world I guess but we already knew it's ok

Respectfully, I want to be the 36th Head Football Coach at Washington State University — and I am the right man for the job! Please take a moment to read this and click the link below to see the vision I have for Washington State (volume up). Go Cougs! dropbox.com/scl/fi/kf7dgrd… @WSU_Cougar_Pres @Jon_Haarlow @WSUCougarFB

@CSG_WAZZU @dpain10238 @coachlukefalk Correct, all fan takes are the same! Yay for equity! ❤️

@SocialArbitrage @dpain10238 @coachlukefalk Just as good as you since we're both fans now

@CSG_WAZZU @dpain10238 @coachlukefalk Just because you’re a fan doesn’t mean you have a good take on who should be the next coach. Fun game right?

@dpain10238 @SocialArbitrage @coachlukefalk Just because you were a player doesn't mean you'll be a good coach.

@Coug_206 @GregWWoods Disaster hire? Yeah let’s hire another coach that sticks around for 1 or 2 more years. That’s building for the future! 🤦‍♂️

@GregWWoods Disaster hire if they did that

Former WSU QB Luke Falk throws his hat in the ring for the Cougs’ head coaching opening

@JSmith95974 @GregWWoods Hard yes

@GregWWoods What's his college coaching record? 0-0? Hard no.

@LasVegasJason2 @GregWWoods OC??? What did you think of our OC this year? What was the average age of our founding fathers when they wrote the Declaration of Independence and what were their “qualifications”? 😂

@GregWWoods Has he even been an OC or even a position coach at a FCS school?! These guys dont understand the experience you need just to be considered for a HC job.

@GregMarthaler2 @BrentleyGC Look at Greg’s replies. Absolutely obsessed with Kai 😂

@BrentleyGC “closes in 75” is misleading. There was only one score higher today, a 76 by Morgane Metraux. So Kai beat one golfer in two days by 1 shot and finished dead last last overall by 6 shots. There is no sugar-coating this, she was terrible.

"That’s really good, considering this is not just an easy LPGA event ... and she’s got a lot of pressure on her." "Her demeanor was very good, how she kept it all together." "She can play at the highest level." Kai Trump misses cut in LPGA debut, but she closes in 75, nearly makes an ace and exits #TheAnnika having left a positive impression: golfchannel.com/lpga/news/she-…

@MarketUtopia @garyblack00 Terrible math! 😂

@garyblack00 0.002% of his net worth. But yeah cool lol

$TSLA +6% pre-mkt to $420 after Elon Musk bought $1B in TSLA shares on Friday per a Form 4 filing, putting the stock on track to erase its year-to-date decline. Elon bought approximately 2.57M shares. Per Grok, this marks Elon’s first open-market buy in TSLA shares since February 2020, signaling confidence in Tesla's future amid a November shareholder vote on Elon’s proposed $1 trillion compensation package. All we can say is WOW. sec.gov/Archives/edgar…

@garyblack00 @farzyness @heydave7 Vibes! 😂

@farzyness @heydave7 So you don’t consider value vs price? How do you know if you’re overpaying?

Let’s not kid ourselves: $TSLA has been strong the past few days NOT because of progress on robotaxi but because every hedge fund has come to the realization that $TSLA will crush 3Q delivery estimates in two weeks (my 3Q deliv est 470K vs WS est 432K) as a result of buyers trying to get in front of the expiring $7,500 EV credit on 9/30 as volume is pulled forward from 4Q. This will very likely reverse in 4Q, and we expect FY’25 delivs will be down -10% YoY. Year-to-date $TSLA stock is still down -2% vs S&P500 +12% and NDX +15%. The two key TSLA investment controversies remain: 1/ Will the new more affordable TSLA model to be introduced in 4Q be a new form factor sufficiently differentiated from Model Y to generate incremental volume net of cannibalization, or will it be a repeat of 2023-2024 when TSLA cut prices and costs and TSLA earnings ests plunged by 50%? 2/ Will TSLA remove safety monitors from its 150 or so robotaxis in Austin and SFO by year-end as Elon has promised, which would allow TSLA to expand its Robotaxi operations to other markets in early 2026, which would propel future earnings estimates higher? If so, TSLA likely goes higher from here, despite the likely 4Q volume reversal.