Mr. T

Saturday chaos on X! #PeachAndMeSeriesEP2 dropping , Wrexham cooking, #SixTONESANN going crazy, #PerthSantaConcertD1 vibes, Rory & Zirkzee balling, Josh Kerr running it, Antonelli & Lando in F1 mode, #Caturday taking over, and Murkowski politics in the mix.Good Saturday everyone! What are you locked into today, Saturday,July 18th.

@Nie_mehr_Krieg The guy took so long the soda went flat.

You guys think Mbappé is the next greatest player? #FIFA #WorldCup2026 #Mbappé

@MsMerica93 Why?

Guys I’m scared to lose my account. I don’t know what’s ok to post anymore. 🥺 I can’t comment on things. Some posts go to drafts and won’t upload. 🤷‍♀️🤦‍♀️I’m sad. X was fun for ONE day then everything went to shit again.

@NihalThesis @drayinvests Totally agree.

@TrueNashWay @drayinvests Fair 😂 but at this valuation, with what Microsoft has already proven and where the business is heading, I think the bigger risk is under-owning it rather than it becoming a disaster.

What’s your largest individual stock position currently and why?

@lostisreed What in the...

Freight brokerage training class warming up for their first day booking loads

@BowTiedPassport Damn Of course the female does. It sucks she is in it.

I have a group chat with friends where we plan trips, and one dude's girlfriend is in it… forcing it to be PG-13. She always posts the most expensive ideas because she knows she isn’t paying for shit 😂

@NihalThesis @drayinvests Yes 😆 but I hope it isn't a disaster.

@TrueNashWay @drayinvests Then we are both letting Microsoft quietly do the heavy lifting for the portfolio 😂🤝

@LongGameEquity The drops you see every month are the dividend disbursements. I roll them over back into the stock.

@TrueNashWay Ooo i might do $SGOV THANK YOU!!

I need a good dividend stock. Any recommendations? 💰

@BVetter84 😆 🤣 man

@DKNeYo He was haha

@TrueNashWay How cute 🥰

Started swimming lessons again with my son. He absolute enjoyed it.

@drayinvests I have two: $SGOV because of the monthly dividends and little price fluctuations. $MSFT because they are a big discount compared to what they offer, very undervalued.

@NihalThesis @drayinvests Same

$MSFT . It is my largest individual position because cloud, enterprise software, security, data, GitHub, LinkedIn, gaming and AI distribution all sit inside one company with enormous recurring cash flow. My average cost is roughly $381, and I am still adding around $394. At about 23x earnings, I do not think I am being asked to pay for perfection for a business with this many compounding engines 😭

@LongGameEquity Same story for Tesla pricing, many believe the price is good because of the future potential tesla will bring and same with SpaceX, and I would have to agree.

🚨 WHEN YOU REALIZE $SPCX DOES ~$17B IN REVENUE, IS LOSING BILLIONS… 🤯 A $100B MARKET CAP = ~$7.60/SHARE 👀 THAT’S THE “FAIR VALUE” BULL CASE… WHAT ARE INVESTORS PRICING IN? 🤔

@JFergistheman Why $CRM?

Added $CRM to my ROTH IRA

@LongGameEquity If they bought them 5 years ago yes lol

Anyone who bought $AMD $ARM $INTC $MU $SNDK $BE Congrats… you absolutely crushed it. 📈🔥 Reply with the ticker you’re most proud of buying.

@LongGameEquity Beyond lol Many years ago I was going to buy their stock but I thought even then they were overvalued

@TrueNashWay So expensive

@LongGameEquity $MU is way over valued IMO.

@LongGameEquity Monthly dividends

@LongGameEquity I have a lot $SGOV and $SDIV. Beta os very low with SGOV and not to bad for SDIV. I haven't fluctuated much with SDIV over the years.

So even though I think $CELH and $MSFT are undervalued, I forget to mention that $NKE is also very undervalued and should be a must buy.