m

@amitisinvesting Why am I laughing

TRUMP: "We're going to hit them very hard tonight. We're going to hit them very hard tomorrow night. We're going to hit them very hard the night after...We're going to knock out all their power plants, we're going to knock out all their bridges, unless they get to the table and negotiate."

@RJCcapital It’s down because of $IBM

I have thought it through and think the fears are overblown, especially for $NBIS

@LiebermanAustin I think this is a good take. Why do you go renting compute instead of owning it

$NBIS down while $MU is up. The Neo-cloud opportunity is over They were a temporary solution for hyper scalers to ramp up compute but it makes way more sense for them to build their own. So there will still be neoclouds but their market opportunity (and multiples) will be way lower than everyone got hyped about.

@joecarlsonshow Happy that you made it!

Own a home, no mortgage, I have the best wife ever, 3 kids, one on the way. And a portfolio that is steadily growing. It took a lot of work to get here, but I am the richest person on the planet today. I wish I could freeze time and stay here forever.

@optionscjp Ngl, MM hates this guy

$NBIS secured another $1B deal today Market: here’s -5% 🩸

@drayinvests A software company with $300B market cap and bad reputation 🤷🏻‍♂️

How is $PLTR not one of the CLEAREST buys in the whole market right now? Down -30% YTD

@BMSInvests Heard about this stock last year when it was $5… First red flag was all of the management people were finance guys

🚨 $ONDS just filed a Form D: Issued ~85 million new shares (~$675M value) to acquire High Point UAS / DZYNE. 40M shares delivered now, another 45M due in January 2027. Standard disclosure for the deal. Roughly half of the shares locked up for 6+ months to limit immediate selling. 🔗 ir.ondas.com/sec-filings-em…

With this er season may semis come down

@realroseceline You said somewhat similar thing about $GOOGL

At $150, I said it was worth around $50 per share. At $80, it’s still worth around $50 per share. Prices moves but value doesn’t. At roughly $50 per share, you’re paying approximately $30 billion for $RKLB. Imho, that’s a reasonable price to pay for the economics I expect the business to produce over the next several years. You may disagree and conclude it’s worth more, and that’s perfectly reasonable. Valuation is an art, not a science. Will it ever trade at my estimate of fair value? I have no idea, and neither does anyone else. My job isn’t to predict where the stock trades, my job is is to estimate intrinsic value and posses the discipline to demand a sufficient margin of safety before committing capital. And if there’s one business that deserves a meaningful margin of safety, it’s one that launches rockets into outer space. Discipline isn’t buying a stock simply because it’s down. Discipline is refusing to overpay, even after a 50% decline. 🌹

@StockSavvyShay I just don’t like their CAO…

A lot of people criticized $META for spending around $15B to build its superintelligence team. But the moment Meta showed it is starting to ship on the model front with Muse Spark 1.1, the stock added ~$230B of market cap in less than 48 hours. Money well spent.

@LEAPTRADER_ wow didn't expect you went from option selling to full degen

🚨All-in Challenge🚨 Back in $CABA

@Neycromancer He always shoot for the right???!!! 🧐🧐

I’m sorry but Stutter step only works if you’re Neymar Jr.

@bennybigbull Should you update this post now?

That didn’t last long did it 😂

@LogicalThesis Stock is oversold. Market just needs a reason for the big rotation.

Stock should be down on this not up tbh lol

@ParamSiddh I did the exact same things 6 years ago and unemployed now

1) I switched to AI Engineering 1 years ago! It was the best career move I ever made. If you want to start today, here's a roadmap:

@Marssleeve @optionscjp @IfindRetards So? now what? What should be my reaction now? Scared? Dumbass🤣

@dragon27899 @optionscjp @IfindRetards found one.

You bet your ass I was buying the $QCOM dip all day How could you ignore how bullish this investor day is?

If I got laid off tomorrow & had to replace my salary in 60 days, here's exactly what I'd do: 1. Open Google trends. Search this:

@StockSavvyShay @PolymarketMoney It's not wild. It's an indicator that liquidity running out

@PolymarketMoney Wild to see crypto not participating in 2026 bull market

JUST IN: Bitcoin falls below $63,000.

Feel like they will rug the market next week... This pump of semis after hawkish remark yesterday feels strange.