Cica_Trix

@MarioNawfal You mean something we had seen every other day the past 2-3 months?

OIL SPIKING, STOCKS DOWN SHARPLY. THE MARKETS KNOW SOMETHING WE DON'T, AND IT'S NOT GOOD

@partners_road @hemis_research Didn't Chris also sell off his Google position at one point?

@hemis_research It depends on where Chris deploys the proceeds. He’s selling after a 4x gain. He’s selling a consensus long. Bill used to buy things like General Growth Properties in bankruptcy (and make 10x+) & now his portfolio resembles a lg cap tech index. One seems early & one quite late.

Chris Hohn selling $MSFT to Bill Ackman. One investor is right and one is wrong. My money is on Chris.

@war_346887 @DeItaone FYI I also immigrate from part of a world. US is not perfect but for sure have the best opportunity for it's citizens regardless of race and gender contrary to what media try to portray and outside the US think. And also trust me jealousy of US from outside is real a thing.

@war_346887 @DeItaone China is not the leader of the world. They are a powerful nation. But if you like to lice under a gov where you have less rights as a citizen sure go ahead.

$NVDA - TRUMP: CHINA HASN’T BOUGHT NVIDIA H200 CHIPS President Donald Trump said China has not purchased Nvidia’s H200 chips, despite U.S. approval for sales. He said China “chose not to” and is aiming to develop its own technology. Chip stocks fell after the summit ended without a major tech deal.

@HolySmokas Probably $AMZN

Papa gives you $1,000,000 to put in 1 stock for the next 10 years. What stock you picking?

@Alice_MiaX 640k in Roth ira growing tax free. You can live off Roth one-day via rent. Your home always have maintenance, doesn't provide income, once you sell it you will have to downgrade location to use remaining cash for food /housing.

What’s better… a Roth IRA or my fully paid-off $640,000 home? 👀 That house is my Roth IRA. 🏡💁‍♀️

@Alice_MiaX @kamikazecash Roth is not "investment" itself, it's type investment vehicle. Anything you can invest in via regular brokerage account you can do the same in Roth.

@kamikazecash That’s where the right investments come into play, not a Roth.

UNPOPULAR OPINION: I don’t believe in 401(k)s, Roth IRAs, or traditional IRAs. I have none of them. If you’re a Roth millionaire, you’re basically a paper millionaire on hold. The money looks great on paper, but you’re still waiting for permission, waiting for retirement, waiting for “someday.” Me? I’m living life NOW. Making the moves NOW. Building freedom NOW. Let’s just say… I’m not on hold. 💃

@Alice_MiaX Roth millionaire is nothing close to being a paper millionaire. good to have multiple regular brokerage, ira, & 401k. Let some grow tax free while it can. Also tbh IRA is ~7.5k max a year, if that is breaking the bank from your "freedom" , sorry you are not free right now

@Alice_MiaX You do know that you can take out the initial deposit tax free in roth right? And if your investments are up alot and or made great trade and really want to use that money prior to retirement, you are allow to take that money out , you just pay the 10% early fee.

@KrisPatel99 💯

@GrindeOptions I in TSLA, nbis ,Sofi ,to give a few example and hims. I don't think you have done enough research on hims to comment. A chart of a specific time frame, at one point on TSLA could have looked just as bad and someone could have claimed the same thing.

I wouldn’t touch $HIMS if my life depended on it.

@JUST_KAWS $NBIS + $HIMS

Let’s settle this debate right now Would you rather have Portfolio A: $NBIS + $OSCR Or Portfolio B: $IREN + $HIMS

@jakebrowatzke Jake any thoughts on LMND recent weakness? thnx

This bull market is too much. We're likely on a bubble. $PATH is all the way up to $9.37 or 5.5x look through earnings.

@Bobsmith994289 @legen_eth You under estimate the few once in a lifetime innovator and operator that dramatically impacts a country's economic outcome. Not the entire team on the plane but a Jensen and Elong for example

@legen_eth The 0.000001% is on the plane. Labor is all still in place. We’d be just fine without them. Stock market might suffer temporarily but we’d be fine.

The entire U.S. economy is in one plane right now

@himshouse back to levels have not seen since last friday or thursday

$HIMS NEARING THE LOWS OF THE DAY -15% AFTER EARNINGS YESTERDAY 😳

@NotA_Bull What is the market to you? SPY? Bc QQQ had outperform spy with over 10 position. Portfolio sizing is key, and % allocation of 3-5% position can still outperform the market.aldon you can dramatically underperform with 10 stock or less.

If you own more than 10 stocks, you're just running your own personal index fund that will NEVER outperform the market. Agree or Disagree?

@EndicottInvests dont get me wrong, i am in zeta, pltr, nbis too. tsla$ 5 yr chart did better than $zeta, and tsla outperform zeta past 1yr., and YTD ZETA looks thus far like opportunity cost

@EndicottInvests easy to say in hindsight, but even the 5 yr chart shows 123.81% return vs spy 77%. those who bought lows os 2023 up around 288% or 2024 up ~200%. Some companies you don't know when they will take off and when it does its fast. Port % allocation is key.

$TSLA is the definition of opportunity cost the past 5 years

@himshouse I would prefer if hims stop moving on news and just move on fundamentals.

Another possibility is short covering before earnings Monday + broader market booming But don’t think either of those are likely to trigger a +15% move out of the blue I should also add it's not immediately obvious to me why Makary getting fired is bullish $HIMS Makary has signaled he wants to crack down on compounded GLP-1s, but Hims is shifting to branded GLP-1s, plus what if the new guy is even more aggressive?

$HIMS now +15% and closing in on $30 after hours 🤯 Not sure what could be driving the move other than this news about Makary:

@WheelieInvestor What do you think about the fact that MU always traded a lower PE historical speaking, so taking that into account what is more realistic forward PE it should trade at?

It seem like nobody can comprehend why $MU can rise 700% in a year and still be undervalued I'll explain... Let's use $NVDA's rise in 2023 as an example. Nvidia's rise was widely viewed as extremely fast and large-scale, but it is nothing like what MU is doing now. Below are two tables that show EPS growth for $NVDA (top) and $MU (bottom) Between 2022 and 2025, $NVDA grew their annual EPS from $0.38 to $2.94. From 2023-2024, their YoY EPS growth rate was 600%. At the time, this was huge and unheard of. But that's until $MU came along with their numbers from the last 1-2 years. From 2023 to FY 2026, $MU grew their EPS from -$5.34 to $57.10 or roughly 1,169% growth. Of course, 2026 is not over and $MU hasn't reported their Q3-Q4 earnings but with production already fully backordered through 2027, it is safe to assume they will meet these levels if not surpass them. $MU is not overvalued. It is sitting at a 6x forward p/e. The real reason behind this huge move in the last 1.5 years is the insane rates of EPS growth and extreme demand for memory that $MU is the market leader for. We are witnessing one of the most insane moves in stock market history. Bottom Line: $MU is not overvalued. In fact, they are cheaper now than they were last year. $MU is still giving one of the best opportunities in the market even after a 700% rise in share price