Stockdrunk

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Stockdrunk

Stockdrunk

@Stockdrunk

Drunk on stocks, high on life. When stocks go up, drink. When stocks go down, drink more. Don’t take anything I say seriously… I’m drunk.

Toronto, Ontario Katılım Kasım 2021
190 Takip Edilen267 Takipçiler
Steve Faguy
Steve Faguy@fagstein·
Stanley Cup champions by team's country: 1994🇺🇸 1995🇺🇸 1996🇺🇸 1997🇺🇸 1998🇺🇸 1999🇺🇸 2000🇺🇸 2001🇺🇸 2002🇺🇸 2003🇺🇸 2004🇺🇸 2006🇺🇸 2007🇺🇸 2008🇺🇸 2009🇺🇸 2010🇺🇸 2011🇺🇸 2012🇺🇸 2013🇺🇸 2014🇺🇸 2015🇺🇸 2016🇺🇸 2017🇺🇸 2018🇺🇸 2019🇺🇸 2020🇺🇸 2021🇺🇸 2022🇺🇸 2023🇺🇸 2024🇺🇸 2025🇺🇸 2026🇺🇸
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Stockdrunk@Stockdrunk·
@amitisinvesting STOP MAKING ME SO BULLISH!!!! I’m getting that tingly feeling in my balls… last time this tingly feeling happened in my balls, PLTR was at $7 and the second abortion hadn’t happened yet… my girl isn’t pregnant right now, which only means one thing….
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amit
amit@amitisinvesting·
You know what I’ve started to really think about… In 2008, those that called the housing crisis had something that the entire stock market did not have: data around the housing crisis. Now, the data was available to the entire market, but only a few people chose to deeply study it and interpret what could happen. In today’s AI driven stock market, the only way for there to be a 2008 like crash is if there is something underneath the surface that the market is completely ignoring. That would have to be the smoking gun that someone finds out about and can then use to determine what would crash the entire rally. But…isn’t everyone already looking for that?! Like, aren’t people obsessed with trying to find out how the bubble pops? We have people daily dedicating every bit of their research to find out how this breaks. Every argument, whether it’s circular funding or capex slows down or higher inflation etc is theorized about daily. It’s almost like we have so many people afraid of the dot com bubble happening again that there is an OVER emphasis on all the things that can go wrong (which is healthy) and as a result, every massive bear case is already out there…already discovered…already priced in. Which means that if every market participant is analyzing every single thing that could go wrong, there is going to need to be a REALLY good and original bear argument for things to go bad. Everytime you hear a bear case, it should be more original and something you haven’t thought of because if not, it might have already been discovered and not actually be a bear case.
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Stockdrunk@Stockdrunk·
So brilliantly that Canada is the only country in the G7 to be in a recession….. only fucking idiots like yourself could even attempt to spin this as positive. Canadian government says we have the strongest economy in the G7 (you’ve literally posted about it). Yet Canada is the only country in the G7 to be in a recession. The math ain’t mathing, unless it’s liberal math. Then it makes total sense. Fuck you are retarded.
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Stockdrunk
Stockdrunk@Stockdrunk·
@sheslee lol only in my dreams do I have enough capital to move markets… my 10 shares ain’t moving shit 😂
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Lee | Investor (multi-asset) | Palantard
It wasn’t so long ago that @dannycheng2022 was banging the drums on $AMD (back when it was trading around $100), trying to get me to ride this with him… I had my bags full with $PLTR so sat on the sidelines for this. I made the choice to sit out so I don’t sweat missing this run but $AMD has done an incredible 5x in the past year and Danny called it right before it happened 🫡 You’ve done excellent and have made some really, really great calls 🤩 @dannycheng2022 and I have very different approaches to managing our portfolio but I deeply respect the work that he’s done and consider him a dear friend. Amazing brother!
Lee | Investor (multi-asset) | Palantard tweet media
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Stockdrunk@Stockdrunk·
@sheslee If you buy, I buy. Period. End of story. If I loose money I blame you. If I make money I claim to be Jesus. This is just how the game works Lee 😂
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Lee | Investor (multi-asset) | Palantard
On that note, I cant stress enough how important it is for everyone to find your own flow. Find what works for your time horizon, your personality, your commitment, your risk appetite… Don’t just follow blindly. Take the lessons from what we do and create a strategy that works for you. Good luck to everyone on your investing journey and keep on winning 🙏🏻
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William Barnes
William Barnes@73wbarne·
@Stockdrunk @PollGuyUFC I don’t know why y’all think a MF is a threat because they box, the average person would kick Floyd ass in a street fight
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The Combat Sport Poll Guy
Floyd Mayweather would have been in trouble if not for the club bouncers he hired to move around with him in Monaco #Boxing
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Stockdrunk@Stockdrunk·
@cantonmeow I’ve been out of $CLSK for awhile now. Happy for those still holding to finally see some green. Congrats on the gains 🍻
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Cantonese Cat 🐱🐈
Cantonese Cat 🐱🐈@cantonmeow·
I don't know how, but $CIFR $CLSK $IREN $WULF $KEEL have all climbed to my top 10 largest positions while $SOFI $HOOD and $SHOP dropped off and have a lot of catching up to do.
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Stockdrunk@Stockdrunk·
@KrisPatel99 It took you rewatching it as a middle age man to come to this conclusion? Haha thought this was obvious after the second season 😂
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Kris Patel 🇺🇸
Kris Patel 🇺🇸@KrisPatel99·
Watching breaking bad again as an middle aged man makes you realize the real villain of the whole show was actually Skyler White... Anyone else agree?
Kris Patel 🇺🇸 tweet media
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Stockdrunk@Stockdrunk·
I can understand your frustrations but I don’t necessarily agree with you. I drive a 2024 model Y performance and pay the monthly subscription for FSD. I use FSD 90% of the time and very rarely need to take over. There are times I’ve had to take over due to what seems like nothing (sun glare, shadows, stuff on the road). It can be annoying to have to take over due to a shadow on the road but for the odd time you have to randomly take over FSD is well worth it. 6 out of 7 days of the week it drives me 2-3 hours round trip without having to take over at any point. No other car provides this for you. You’re talking about the build quality as if the companies that are known for “build quality” are any better. Usually the European cars are known for higher build quality (BMW, Audi, Mercedes). Since 2022 the build quality has gone down drastically. Not only that, you’re paying 100k + for a top end European car that gives you the same performance as a Tesla. Also have to consider the premium gas these cars need along with regular maintenance. I wouldn’t put Teslas build quality above Audi but I’d say it’s in line with Mercedes and definitely above BMW. For the price point, I paid 90k Canadian for my model Y performance, no maintenance, no gas and the performance of a top brand car that goes for 150k+. Tesla’s long term thesis has never been a car company, exactly why it gets a crazy premium on the multiple. It’s an Ai and robotics company, always has been. For the price point you won’t find a better car. We can agree to disagree on this one Prakash 😂
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Prakash
Prakash@pdamodaran·
After more than two years, I have officially cancelled my FSD. This decision was driven by several factors, including rare but extremely dangerous slowdowns in 55 mph zones. The experience was further soured by mechanical and service frustrations. My frunk became stuck in a mismatched state of open and closed with no way to quickly fix it, and the flimsy bumper eye cover required for manual access wouldn't budge. Compounding this, the earliest service appointment was 10 days out, forcing me to drive with constant, irritating warnings and alerts. I originally purchased a Tesla to gauge the size of my $TSLA investment. While I still maintain a sizable position, it is currently the smallest of my core holdings, and I have no intention of increasing or decreasing it right now. In my opinion, Tesla has failed as an automaker. Given the poor build quality and substandard ride comfort, it is surprising the company has lasted this long. While they may still succeed as an energy or autonomous software firm, I believe their time as a primary car company is coming to an end. The tragedy is that they had products with potential, but the lack of consistent, customer-focused leadership from the CEO and top management meant that focus shifted every quarter rather than solving core issues. They truly could have dominated the entire market.
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Stockdrunk@Stockdrunk·
@pdamodaran Happy for you sir, conviction pays. Congrats on the gains 🍻
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Stockdrunk@Stockdrunk·
It was a bench trail. What part of that makes it an improper trial? Haha Sounds as stupid of an argument for people who “think” he’s a rapist when he was acquitted. Literally read the posted text. I guarantee you that if there was a jury the outcome would’ve been the exact same and you’d be crying for a bench trail. The guy is innocent regardless of how you feel about it, cope harder 😂
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zip
zip@zip808_·
@Mithex06251754 @HockeySportPod it wasnt a proper trial. they removed the jury. if there was a jury this outcome wouldve surely been different.
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The HockeySport Podcast
The HockeySport Podcast@HockeySportPod·
Usually when an American team wins the Stanley Cup, they owe their win to the Canadian Youth Hockey system. This is gonna be the first Stanley Cup won thanks to the Canadian Judicial system.
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Stockdrunk@Stockdrunk·
@411Uncut_ Sad because he’s doing exactly what he did to make him go broke. Flexing online and clout chasing is going to put him right back as soon as this new streaming money slows down. Nice to see him come back sad to see him making the same damn mistake…
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Daniel S
Daniel S@accounting_ds·
So he is incredibly bothered by the stock performance plummeting, but does not once bring up that $SOFI diluted shareholders twice in a short period of time? When $SOFI was trading at elevated prices, management took that and made opportunistic equity offerings to convert some of that market value into real cash on the balance sheet If management believed the stock was deeply undervalued and about to massively rerate higher, repeatedly issuing shares into strength is at least worth questioning To be clear, I am not saying $SOFI is a bad company, I have no horse in the fintech race, but I do not think the selloff can be explained only by “the market unfairly punishing fintech” The December/January offering totaled 57,754,660 shares, raising about $1.6B net January filing says the offering reached that share total after the underwriters exercised part of their option Current official common shares outstanding 1,282,741,200 shares as of April 30, 2026 1,282,741,200 − 1,204,569,655 = 78,171,545 more shares 78,171,545 / 1,204,569,655 = 6.49% increase in share count The December/January offering itself added roughly 4.8%, with the rest coming from RSUs, stock plans, and normal share count creep In other words, the same $27.50 stock price now requires about $2.15B more market value than it did before the dilution So what has materially improved enough to make this dilution accretive? I’m not sure, and with fintech/bank headwinds still present, it is not obvious that the added capital will translate into enough incremental net income to fully offset the larger share count
Basis Points@basispointpod

$SOFI "Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."

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