pat

It was inevitable. Glad Elon found out sooner than later

@GerberKawasaki Why are you chasing underdogs and not investing in proven winners? $GOOG

During dotcom Microsoft traded at a 55 PE for most of the 90s. Today it's 24. $MSFT

@WisemanCap I doubled down on $GOOGL . I exclusively invest in proven winners. trimming down winners to shop for underdogs is not smart imo

Sold half my $GOOGL and booked long term capital gains and added $MSFT

@StockOptionCole Lol you skipped $GOOGL so I am sure that’s the only one that will continue ripping

Don’t be shocked to see another 10-25%+ higher in May The Month for Semiconductor, Tech, & AI names $MU $SNDK $NVDA $AMD $INTC $MSFT $AMZN $AAPL $NBIS $AVGO $TSM $ORCL $META

@WillBiddy_ Never trim proven winners because price is too high. Not going to sugar coat. Your take is absolutely stupid

I think these are somewhat reasonable growth estimates for these two tech behemoths looking forward. Assigning $GOOGL with a higher exit multiple than $META (30x vs. 25x). Meta's 5 year returns absolutely crush Googles. This is why I'm considering trimming my $GOOG position here and pivoting some of the funds into more undervalued opportunities that I'm just as confident in.

@redwood_ryan_a Wrong . You made two worst mistakes: first, selling Google, and then not buying it back because it is now higher than your last sale price

My worst take of all time, never take my advice about public markets ever again. Thankfully I forgot to sell my wife's shares 😅

@chamath children who were traumatized by neglect, abuse or conditional love derive all their self worth from external achievements. they are obsessed with excellence, perfection, and winning. ai is going to make their lives miserable. do you know anyone like that

The winner in all of this AI token spend isn’t: 1. More revenue growth 2. Less OpEx It’s: 1. Leisure time - go home early, work on a side gig, play video games etc etc etc My suspicion is that people are using blower token budgets to do their job in less time. Not so more work in the same time. This may change but humans are not motivated to do more work and see upside accrue to a few. Take this to the bank as Wall Street starts demanding specific data about AI enhancements over these next 18 months.

@amitisinvesting you clearly have “unconscious” bias for meta. Ai agents knew this and told you it’s the stock best poised for 10% pop after earnings and hilariously it’s the only one down 10% 😭

what type of pump and dump are the market makers doing with big tech today after earnings 😂 $META worst day since October 2025 $MSFT back to $400 $AMZN quickest $14 reversal I’ve ever seen $NVDA taken down below $200 looks like $GOOGL is the market’s favorite holding onto it’s +5% pretty crazy swing from yesterday

@amitisinvesting @TechBull_X i missed the run on Nvidia and bought at ATH at $90. it then went to ~$150 , back to ~$90 and now above $200. So i basically doubled buying a winner at ATH. Why do you want to bet on laggards but not double down on winners?

@TechBull_X $GOOGL was the best one of 2025, did 70% would be quite incredible but also not that shocking if it did it again, just harder from these multiples

Good thing I got $MSFT $META $AMZN but didn’t get to add $GOOGL at a good discount. Will be funny if $GOOGL is the only one that runs.

@signulll people are more addicted to scrolling than sugar. What are you talking about

the craziest part now is that the modern computer probably has to be entirely reinvented, from scratch. pretty much like how jobs & co brought apple ii to market. like not improved. not given a chatbot sidebar or something but really from the ground up like the iphone redefined what it meant to be a pocket computer. the current paradigm for computers was built around a human staring at a screen, moving a cursor, opening apps, managing windows, naming files, remembering where things live, & manually translating intent into interface actions. that made sense when the human was the runtime. but in an ai native world, it starts to look kinda ridiculous. you can see this ridiculousness when you use computer use agents… they are useful sure, but they’re also obviously transitional. they’re teaching ai to operate machines designed for humans, which is clever, but also kind of absurd. it’s like making a robot hand so it can use a doorknob instead of asking why the door needs a knob at all. yes i know humans also need to use a door knob, but maybe in the future humans don’t need to use a computer, or at least what we think of a computer today at all. this all leads to some interesting questions: - what is a file when the system understands context? - what is an app when intent can route itself? - what is a desktop when work can be decomposed, executed, monitored, & summarized by agents? - what is a browser when the agent can retrieve, compare, transact, & remember? - what is an operating system when the primary user is no longer just a person, but a person plus a swarm of delegated intelligences? or no person at all. the old computer assumed navigation. the new computer has to assume a new kind of intention. the old computer organized information. the new computer has to try to organize agency. we’re still in the hacky middle stage at the moment with sidebars, copilots, agents clicking through legacy ui, & automation layers sitting on top of 40 year old metaphors. the new computer is likely one where memory, context, identity, permissions, tools, agents, & interfaces are native primitives. this means desktop, mobile, browser, apps, files, folders deserves another first principles look.

@wholemars There’s lot of s in guesses so it must be true

Elon guesses Unsupervised FSD on customer cars in Q4

@ippon_macro @lovemesexy8 @Emilyb391345 @DaveHcontrarian @Pickleball_Dad 7500 was ridiculous, but Dave ignored the macro shift and doubled down to 9500. He can’t admit error; to him Trump is infallible. Mad king lacks decency even with his daughter, yet Dave voted him as America’s savior. Terrible judgment. Don’t you think?

@do_it_scared @lovemesexy8 @Emilyb391345 @DaveHcontrarian @Pickleball_Dad I don't agree. David is not a grifter. He has indeed proven his record to be superior to almost every mainstream analyst out there. He has a funny way of being vindicated just as people are throwing in the towel. I have seen this over the years with him. I won't bet against him.

@lovemesexy8 @Emilyb391345 @DaveHcontrarian @ippon_macro @Pickleball_Dad Dave, like a true grifter, dismisses everyone who exposes him by claiming they’re just mad because he blocked them. He can’t say that about Grok, though. Even the objective Grok thinks he’s a gaslighter and a grifter. I’m just glad he isn't an outright fraud

@do_it_scared @Emilyb391345 @DaveHcontrarian @ippon_macro @Pickleball_Dad yup, but you ddnt need Grok for that i hope? Its less about David though and more about who follow him

@amitisinvesting You know you can vibe code WhatsApp, Facebook and Instagram , right? They don’t even have cloud or winning in ai. Why do you want to buy $1.4T market cap company just for network effects ? You should invite retail to your live not just your so called financial guru friends

$META who’s buying?

@Emilyb391345 @DaveHcontrarian @ippon_macro @Pickleball_Dad lol look what grok said about Dave . He’s busted

@DaveHcontrarian @ippon_macro @Pickleball_Dad yeah right, u should have said u have no clue instead bagging retailers.

@Erikvdor @DaveHcontrarian @ippon_macro @Pickleball_Dad Erik, stop gaslighting yourself. Dave is unable to self reflect when he’s wrong. Too much confidence makes him a conman. Just ask grok

@DaveHcontrarian @ippon_macro @Pickleball_Dad Hi David, I know you dont give investing advice. But can you give some advice how to think when markets are volatile and many get nervous? Can we do something else other then turning the screen off? Or is it the best thing to do? For how long?

@aedifex23 @DaveHcontrarian @RobWhitty @Caz1177 @baronlordm @LeksandsIF1 @Yaroo50066394 @troll_buddy @______Chosen @allergyshots123 @MMusclesd @joeschmo88888 yea q3 or maybe q4 or maybe some quarter next year or 2028. Do you get it derp?

@DaveHcontrarian @RobWhitty @Caz1177 @baronlordm @LeksandsIF1 @Yaroo50066394 @troll_buddy @______Chosen @allergyshots123 @MMusclesd @joeschmo88888 And your targets likely in Q3, correct?

@DaveHcontrarian at some point I would think the rates have to come down. The US can’t afford its debt at these rates. Not sure what they are thinking but we need a dollar and interest rate drop very soon.

@amitisinvesting there’s power vacuum in Iran. Peace talks with random new leaders mean nothing.

two things can be true 1) we are seeing conflicting headlines daily about the US and Iran negotiating for a potential peace deal 2) these “potential peace talks” aren’t getting leaked for no reason so, Iran is denying all of them for various strategic reasons (more volatility = worse for Trump) but the sheer number of reports around some type of potential peace deal indicates that there absolutely has been dialogue, even if not formally, and the people leaking it to the media want everyone to know that an offramp is possible it feels like Trump wants to end this sooner than later.

@gwyrddyn @SantiagoAuFund @lovemesexy8 @Kingskqz @irwinfortune @PalisadesRadio @DaveHcontrarian @grok SuperGrok concludes Dave is a grifter and gaslighter but not outright fraud after running deep analysis on him from his 276 posts and replies. He was directionally correct tho

@SantiagoAuFund @do_it_scared @lovemesexy8 @Kingskqz @irwinfortune @PalisadesRadio @DaveHcontrarian @grok Just let it play out

David Hunter: Demand For Commodities Will Go 'Through The Roof' | $20,000 Gold by Early 2030s x.com/PalisadesRadio… @DaveHcontrarian #Deflation #Recession #Inflation #Meltup #Bust #Commodities #GoldPrices #SilverPrices #CopperPrices #OilPrices #Debt #MoneyPrinting #FinancialCrisis #EconomicCycle #AssetAllocation

@paulg SF tech has the least judgmental people in the world. They couldn’t care less if you haven’t showered for a week and are walking barefoot like a bum. How low does someone have to stoop for them to demand someone classy?

Whether the next president is a Republican or a Democrat, can we have someone with at least a little class next time? Because this is embarrassing.

@wholemars why not? More exposure to Elon can’t be bad. I bet that’s one of the top reasons Tesla is selling off more

@do_it_scared no way

Most important 3 months in the company’s history and the market doesn’t get it yet. I love this stock