Bily

@Jasonsmys @PabloDBCapital Meanwhile, we should chase the semi to generate more asset for btd in App.

@Jasonsmys @PabloDBCapital Or whenever we start to rotate out of semi. Semi is too strong right now, just need to stay patient

$APP should be up 7% today… when will we be getting the $SNDK & $MU treatment from the market?

where is Jensen 😭

@Nietschecapital Shorts will be the fuel we need to higher than ever

@diyas_1989 To bad u not gay

So funny, i am divorced single dad open to date and i am living in Hayward afford house now. Thx for ur consideration for date. I am not gay. Thx.

@diyas_1989 @beefcubee It will def drop on earning

@beefcubee intc er drop is best chance to re-entry for me.

the best way to bet on intc earnings call is to hold amd😅

@Balder13946731 要不mag7开始卖鞋

我有个大胆的想法 Nike能不能考虑. 转型AI公司

@IntradayCycles Thank you sir for the update! Somehow, I didn't even see a single of your post on April forecast until today :(

Here is an update to April $SPX 2026 Forecast. The charts are not scaled for Price.

@JonahLupton @babyfolio Looking at seasonality, the worst May performance APP had was -0.1% in 2022. Besides that, the average return is 20%. I would buy any low we might have in April.

@babyfolio fwiw, now that we're into Q2, $APP is actually trading at 21.5x NTM EPS (using current sell side estimates)... however I think the reported EPS numbers will be 8-10% higher in which case $APP is actually trading below 20x NTM EPS

$APP worth buying here? 🤔 Founder-led ✅ ~60–70% revenue growth ✅ ~80%+ EBITDA margins (insane) ✅ Forward P/E ~28–30x 👀 Yet the stock is down ~40–50% YTD despite record results 📉 Does the market not believe they will sustain this? Anyone following it?

Eh, what does that pencil button do?

@Areskapitalon @Julian6898 年初做空哪个科技股不赚呢？

@Julian6898 一直空着呢，从330空到现在，不服么？

年初跟我抬杠谷歌是AI最终赢家的各位，你们在哪儿呢 它就是个被打得无路可走的夕阳产业大厂，伪装成了AI赢家和价值股而已

I love how the whole street is being retarded on the memory names right now.

@mmonis Infinite fund

Most of the folks can read charts - What is your edge?

@mmonis btd

Given the news, what is your plan for tomorrow?

@IntradayCycles Looks like another month of oscillating back and forth, waiting for that one big leg down

Here is March $SPX 2026 Forecast. The Forecast shows, after a day or two of possible correction, Higher Prices going into ~3/9/26 for a possible High. This appears to be an important time period. There is a lot going on Geopolitically right now, and I do know exactly how this may impact the Forecast. The Forecast is not scaled for Price.

@Nietschecapital how can we be louder :(

@DeepSailCapital @Nietschecapital lol

There is a really important lesson to be learned with $TTD and $APP moves lately, addtech has no moat. Environment is constantly in flux: new tech, AI, walled garden changes, and Mag7 always waiting to eat your lunch. Addtech is fickle. Never pay up for addtech.

This is the deepseek moment for saas

@Nietschecapital lol shorts are like 100 time stupider