Stafford

@WheelieInvestor $1,374 available btw.

I’m 100% certain that $MU is going to beat earnings so I’m throwing every dollar I have into weekly call options I’m about to be so rich tomorrow

@cyberprince_rwo Is 150 to 97 not a DEEP pullback…?

Do not buy space sector stock yet. $SPCX $RKLB I have no interest in anything other than Rocket Lab deep pullbacks. Patience.

@kenmcelroy Literally false information. They all agreed to hold rates this meeting, approximately half of them said they expect one rate hike by the end of the year. You should fact check before posting this.

Everyone expected Warsh to bring rates down. Rates held steady. Here is the part nobody is focused on. The committee was split. Warsh's own vote kept rates from going up. Half of them wanted to raise, not cut. So understand what split really means. It does not mean they wanted to cut. It means they wanted to go higher. Oil is up because of the war with Iran, and that is one of the biggest drivers of inflation. AI is the other wild card. Warsh called it the most disruptive thing he has seen in his lifetime. Neither points toward lower rates. They only cut when they see a real problem in the economy or the job market. Nobody on that committee sees one right now. So do not bank on cuts. Here is what that means for real estate. Borrowing is still in the mid fives to six, and that is not bad news. For five or six years we were spoiled with a rate near zero. That is exactly what created the asset bubble in commercial real estate. Make the deal work today. Buy fixed rate debt. If rates rise you are hedged, and if they fall you refinance on the way down. And build in a massive cushion. If a property is worth 10 million fully done, you want to be all in around five or six. Assuming rates stay low forever is the mistake that wrecked people going into 2022. Rates are not your problem. Banking on rates you cannot control is.

@Ashton_1nvests $SEZL $BABA

What stock do you think has the best chance to 5x this decade?

@SpacBobby None of this is guaranteed but at least rocketlab and spacex are proven. They’re the only two on this list that genuinely deserve a premium. Asts is far from proven and blue origin set them back even further. You over estimated asts, underestimated rklb. Extreme bias.

So where do you see the value here? 😎 $ASTS: Trading at 11x 2029 net income (156% 3-year rev CAGR) $RKLB: Trading at 80x 2029 net income (30% 3-year rev CAGR) $PL: Trading at 105x 2029 net income (25% 3-year rev CAGR) $SPCX: Trading at 120x 2029 net income (67% 3-year rev CAGR) I get Musk companies deserve a premium but at some point, it's hard not to ignore the other names in the sector.

@CMDarnton0 $UBER $META $BABA $CEG $VST

Give me some high quality stock recommendations? I have cash - looking to deploy it. But only when I find a great opportunity.

@AdityaInvests90 These aren’t facts and here’s more realistic valuations. $NBIS $500 $RDDT $250 $NVDA $350 I won’t touch spacex 😂

Here’s some facts: $NBIS is a $800 stock trading at $230 $SPCX is a $20 stock trading at $160 $RDDT is a $500 stock trading at $160 $NVDA is a $500 stock trading at $200

@QC_Capitals $AMD but then I truly believe $BABA will be a 1T company somewhat soon.

What's the next trillion-dollar company?

@Leo_Traydes $SEZL

What is the next 5x stock laying in plain sight?

@NotA_Bull Baba, Uber, meta

What is the one stock everyone is trashing right now that you are secretly accumulating?

@LiebermanAustin You posted this right before the Iran attack for today was canceled and trump days a deal has been approved but isn’t fully confirmed yet. Also we’ve had 3 massive dump days in the last week and we’re near extreme fear on the index. You’re a little late to the party. Moonshot now

Yes. I’m bearish now. First time in years. Too much hype, expectations at all time highs, and starting to see reckless behaviors from debtors and management teams because it’s a win at all costs race. A few companies will become even more powerful and many will run themselves into the ground.