Tyler Taggart

Feels like a good time to listen to this teaching of Jesus. If we really want to heal as a country, as so many are saying right now, pray for people who you think are your enemies. This was the last thing Jesus preached before giving the admonition to become whole.

$NVDA and AI bulls. Help me out here. Why aren't we in a bubble?

Margin being used by US investors has increased to $1.22T , up nearly 50% from this time last year. Probably nothing.

@heresyfinancial finra.org/rules-guidance… FINRA last reported margin in the market: $1.2T

US Household debt-to-asset ratio is at a 50-year low It's hard to have a severe collapse when there's not much leverage that can be forced to unwind

$CRWV is a fake business. Only exists to get executives rich.

@fxevolution $CRWV is a fake business. Only exists to get executives rich.

CoreWeave $CRWV Q1 2026 Deep Dive: • Revenue: $2.08B (+112% YoY) • Backlog: $99.4B (Record) • Adj Net Loss: -$589M (Miss vs -$446M) • Int. Expense: $536M Management says Q1 is the "trough" for margins. If they hit 2027 targets, they're a steal. Revenue doubled, but adjusted operating income fell from $163M to just $21M. Interest expense is now eating 26% of every dollar they make. If CapEx stays this heavy, dilution is next.

@depressedDETfan @ryancohen Not my best position, but definitely not a bagholder

@TylerTaggart1 @ryancohen As a $GME *bagholder

you’d think with 2.4 billion in marketing spend, they could login to X

eBay is often significantly cheaper to purchase items on (even brand new) than Amazon. Shipping just takes a bit longer. Lots of potential to push this to mainstream knowledge. Hive mind still thinks "amazon is the cheapest place to get stuff online" eBay is also a massive market for higher end collectables, not just plush dolls. Lots of angles with collectables. As A.I. advances, I would suspect high end collectibles, especially pre-AI collectibles, start carrying even more premium.

@TylerTaggart1 @ryancohen How though? Not everyone is selling plush dolls

@notUSN_Capt @ryancohen It's not my best position - but definitely not a bag holder.

@TylerTaggart1 @ryancohen You misspelled *bagholder* up there. That CEO is a fucking moron and you believed him …. 😂 There is a reason Keith is rich and you aren’t worth a squirt of piss.

@SkellyO_O @ryancohen

@TylerTaggart1 @ryancohen I’ll whatever it is that you’re having to make you this delusional

@screwthewilpons @ryancohen I like the stock

@TylerTaggart1 @ryancohen As a GME shareholder you should know first hand that he’s a fucking horrendous ceo lol

@ArrestTheElites @ryancohen While I agree the fees have gotten outrageous, there are ways to pre-emptively protect yourself against buyer disputes. But it is way more difficult than it should be.

@TylerTaggart1 @ryancohen the seller fees are complete shit compared to 2000 seller protection is worse, buyer always wins disputes

How is this a real company and not just the ultimate scam to get $CRWV executives rich while leaving everyone else holding the bag of their crazy $20b+ in debt, backed by GPUs that will be obsolete in 18 months?

For those wondering about @ryancohen's payday with $GME $EBAY acquisition. Dilutive acquisitions cause the milestones to be adjusted accordingly. This isn't just some "let me hit my tranches by doing a merger and diluting shareholders" play. The whole Squackbox interview was intentionally misleading to current shareholders and trying to frame Ryan as just trying to screw shareholders via dilution to unlock his first tranches. sec.gov/Archives/edgar…

@TrendSpider Fake company

Breaking out with the world’s largest company in its corner 👀 $CRWV

@sporadica It's not like he is all cash. $BRK.A is up 62% over that same timeframe. So lagging spy by 10% over the last 5 years. Zoom out a bit $BRK.A since 2000 up ~1300% $SPY since 2000 up ~375% Next 10 years will be telling

can someone explain to me how this is somehow a smart move by Buffett, because frankly it seems like a pretty big failure on the part of Berkshire to be sitting on cash and T-bills while inflation skyrockets and the market keeps on absolutely pumping

@Grummz OG WoW was peak and it's not even close

Which way, Western gamer? OG wow was never meant to be overtly cartoonish or Disney. it was meant to be stylized, hand painted, exaggerated with a touch of grit and a dash of humor. Diablo was meant to be grim gothic horror. Over time, WoW got the Disney treatment. It was a mistake. Insiders tell me sales are less than expected for the latest expansion.

@ParadisLabs $CRWV looks like a fake business to me. Look into their founding team backstory + executive comp and it's even more laughable.

My thoughts on $CRWV: I do not like them one bit lol. Their financing is disgsitingly bad: debt on top of debt, on top of debt... $CRWV = ROIC (4%) - Cost of Debt (10%) + capex dependency They're torching equity value to service debt obligations... By the end of 2025, they had $21.4B in debt w/ interest rates >10% in some tranches. Junk-level leverage. They're running a multi-billion dollar interest-rate swap where equity holders are the last to eat. 2026 napkin math: - Est. cash flow from ops = $5.6B - Scheduled debt amortization = $5.4B - Est. debt interest = $1.3B So their operations literally can't cover debt obligations where the entire operating engine is consumed by principal + interest repayments before they even buy a single Blackwell/Rubin chip. And...they're increasing capex to ~$35B this year: - 2025 FCF was already sh!t = -$7.3B - 2026 will be worse as they draw down that new $8.5B facility just to keep pace. - which will force additional debt financing since their FCF is already in the dumps. An endless whirlpool of debt because they can't self-fund a single quarter of growth. Probs the worst bit though is their ROIC is ~4%, while they’re hocking 9.75% Senior Notes.....in what universe is a -6% spread a sustainable business model? They're just scaling a defecit. You're ultimately betting way too heavily on falwless execution + $NVDA backstop + sector tailwinds. Then contrast this with $NBIS: - $4B in debt vs $CRWV's $21B - 2026 capex $16-20B: still high, but ~60% funded by $META / $MSFT prepayments - ~$3.7B cash to actually fund growth

How is $CRWV a real company? Seems fake

@Huff4Congress Rogue One was one of the best modern Star Wars films and it was based off a similar small piece of the OG star wars plots. I have high hopes that this turns out well.

Warner Brothers is going to spend half a billion dollars on not one, but TWO movies based on this 40 second dialogue exchange. And I thought bloating The Hobbit into three movies was bad enough! Hollywood studios deserve what’s coming. Cinematic AI can’t get here soon enough.