MonkeyManJoey

338 posts

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MonkeyManJoey

MonkeyManJoey

@drcheap1

Katılım Eylül 2012
393 Takip Edilen113 Takipçiler
MonkeyManJoey
MonkeyManJoey@drcheap1·
@KrazyKrokes That was the wackiest ending to a game I think I’ve ever seen??? WTF???
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Ryan Krokes
Ryan Krokes@KrazyKrokes·
What a cover by the raiders!!!
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MonkeyManJoey
MonkeyManJoey@drcheap1·
@cperruna I agree! The froth has been taken off. Buying now for the next “run”… 👍
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Chris Perruna
Chris Perruna@cperruna·
I started an initial position in $CRWV here at $88. I may be early as this could have more downside. I don't like it when it's easy to grab a stock below where I started to research it. I prefer that they are hard to get and must be chased higher. Over the long term, I believe this makes new highs.
Chris Perruna tweet media
Chris Perruna@cperruna

The first post IPO correction is taking place for $CRWV -48% from the high +138% from the IPO On watch for when a base forms as this one will run again. I have no idea how low it can go. No position.

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Steve Grasso
Steve Grasso@grassosteve·
Just Bought $FUBO
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Super 70s Sports
Super 70s Sports@Super70sSports·
Today: Kids staying in their rooms scrolling on their phones all day. 1977:
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Urkel
Urkel@SteveUrkelDude·
$BMNR +13% overnight, near $60.
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The Beatles
The Beatles@thebeatles·
It took just ten minutes — and 54 years later, it still stops traffic. The Beatles crossed Abbey Road #OTD in 1969. A handful of back-and-forths became the iconic album cover people are still recreating (and causing traffic jams for) today. Show us your cover recreations in the comments.
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MonkeyManJoey
MonkeyManJoey@drcheap1·
OASIS crowd from the stage!!
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MonkeyManJoey
MonkeyManJoey@drcheap1·
@GlobalBC Nope… Canadians please just do your part. No US travel until this passes. Really not hard to do?? But the only way to get the message across. Don’t get mad get even!!
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Global BC
Global BC@GlobalBC·
Are Canadians "mean and nasty" for refusing to travel to the U.S. and pulling American booze from liquor store shelves amid tariff and annexation threats? globalnews.ca/news/11297549/…
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MonkeyManJoey
MonkeyManJoey@drcheap1·
@grassosteve Great call Steve! Now should we get out before the reverse split if it happens??
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David R Gallo
David R Gallo@_DGTrades·
My @Tesla Model 3 drives me to work everyday in NYC traffic. Today, I decided to record my trip and share it with you all, Enjoy! Less than 1 week away from the robotaxi service launch 🚀 🚕 $TSLA
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Shay Boloor
Shay Boloor@StockSavvyShay·
DID AI REALLY BREAK GOOGLE’S MOAT? At $150, $GOOGL is trading at a $1.7T market cap. But if you break the business down by segments -- the way any rational buyer would in a private market -- you’d never land anywhere near that number. Because the sum of the parts already exceeds the whole. You wouldn’t know that Google Cloud is scaling into one of the most profitable hyperscaler businesses in the world. You wouldn’t know that YouTube is a hybrid of $NFLX, $SPOT & TikTok -- with better margins. You wouldn’t know that Google Search still controls the digital tollbooth for the entire internet. Because the market doesn’t care about fundamentals right now. It cares about narrative. And the narrative, since late 2022, has been this: Google missed AI. ChatGPT caught them off guard. OpenAI is the new frontier. Gemini is mid. Google is late. But let’s pause. That entire thesis is built on perception. Because when you actually break it down -- when you actually look at the revenue base, the margin profile, the market share, and the product velocity -- it becomes clear that this isn’t a company getting disrupted. It’s a company getting mispriced. Lets start with Cloud. A $50B revenue run rate, growing nearly 25% with expanding margins and a Rule of 40 score of 46. That’s better than $CRM. Better than $ORCL. Slap a 40x earnings multiple on it and you’re looking at a $700B valuation. Now YouTube. It’s a $36B-a-year revenue machine, growing steadily, expanding monetization through Shorts, Premium, and Music, and dominating CTV share in the U.S. $NFLX is trading at 11x sales. Give YouTube the same and you’re sitting on another $400B. So right there -- Cloud + YouTube = $1.1T. That’s 60% of Alphabet’s market cap today. And Search? Still a $200B+ machine with 90% global dominance, growing at 10%, and throwing off cash with 35%+ blended EBITDA margins. Show me a business with better numbers. But the market isn’t pricing Google like it wants the cash flows. It’s pricing it like it fears the future. I truly believe the market is overlooking what Google is actually doing -- integrating Gemini across its entire product suite, scaling TPUs internally, refining its AI agents quietly but relentlessly, and expanding its enterprise AI footprint with real velocity. This isn’t a company that got caught sleeping. It’s a company that got penalized for not shouting. And because it didn’t scream loud enough, the market is now giving away core assets -- including the search engine that powers the global internet, still converting traffic better than anything on Earth -- for just 3x sales. Meanwhile, DeepMind is building some of the most advanced frontier AI systems on the planet. Waymo is still the only autonomous vehicle platform with real traction in U.S. cities. The company is vertically integrating across hardware (TPUs), edge devices (Pixel), and enterprise (Workspace), while playing from a position of absolute financial strength. But none of that is getting priced in. Because investors are modeling fear. They’re reacting to vibes. And for those with discipline -- those who understand that the best entry points often come wrapped in skepticism -- this is the kind of dislocation you wait for. Eventually, the story will catch up to the substance. But by then, the price won’t.
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MonkeyManJoey
MonkeyManJoey@drcheap1·
@JayJanower @WhitecapsFC That was an amazing game! The most “electricity” and “goosebumps” I’ve felt in a long time at BC PLACE!
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Just a Dude Who Invests
Just a Dude Who Invests@DudeWhoInvests·
Lululemon $LULU down over 10% after-hours despite a great earnings report… Is this premium apparel company a buy now?? 🧐
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Cole Grinde
Cole Grinde@GrindeOptions·
Any of you buying $NU in the $11’s? 👀
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MonkeyManJoey
MonkeyManJoey@drcheap1·
@amitisinvesting Your recaps are the best out there Amit!! Look forward to catching up each night. Great work!
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amit
amit@amitisinvesting·
A TON OF THINGS HAPPENED TODAY IN THE STOCK MARKET. Here's a full recap: 1. $PLTR Palantir hit an all time high today above $70. The move can be attributed to several factors. First, aggressive buying activity broke significant share walls early in the trading session. By 9:40AM EST, Palantir had crossed $69 and by 9:48AM, Palantir had crossed $70. Second, speculation about Palantir's potential inclusion in the $QQQ ETF on December 13th likely spurred front-running by investors anticipating institutional demand. Third, Amazon's new Nova Foundation Models were announced today and are now integrated into Palantir’s AIP, seamlessly connecting them to Palantir's core ontology product to enhance operational functionality, leading investors to believe that AI workflows within AIP are only going to get stronger. Finally, Palantir made an announcement of achieving FedRAMP High Authorization boosted confidence in its government business, reinforcing expectations of increased government contracts under an efficiency-focused administration. These developments aligned with Bank of America's recent $75 price target upgrade as they cited increased government growth as a catalyst. The stock closed at an all time high of $71.54. 2. Robinhood $HOOD will be having its first annual investor day tomorrow. Today, the company rolled out a new feature called "Picture in Picture" which allows users to scroll through other applications on their phones and still keep Robinhood charts open in the background. The company also began rolling out index options to users today. The stock closed above $38, their IPO price, for the first time in over 3 years. 3. Salesforce $CRM reported Q3 revenue of $9.44B (beating estimates of $9.35B), up 8.3% YoY, driven by strong growth in Subscription & Support Revenue (+9.1% YoY to $8.88B). Non-GAAP operating margin improved to 33.1% (+190 bps YoY), with free cash flow up 30% YoY to $1.78B, showcasing exceptional profitability and cash generation. The stock was up 10% after hours. 4. The Financial Times reported that Mark Zuckerberg is now looking to play an important role in the Trump administrations tech policies. Trump and Zuckerberg have historically had a contentious relationship as $META banned the president from their platforms in 2021. Zuckerberg lifted the ban a year ago and visited Trump at Mar-a-Lago over the Thanksgiving break. Additionally, Axios reported that Meta plans to use nuclear energy to power AI data centers, targeting 1–4 GW by the early 2030s. Its new Request for Proposal seeks partners for full-scale projects to reduce costs and accelerate deployment, with initial proposals due by February 7. 5. JOLTS, or job openings in the United States, came out today at 7.7M jobs open, ahead of the 7.5M jobs the market expected to be open. While this is good for the economy since more people have opportunities to get jobs, it does mean we could see more spending since people have more disposable income, which could lead to stickier inflation. December rate cut targets went down from 75% to 65% when the JOLTS came out. 6. $SHOP Shopify Black Friday Cyber Monday numbers are out: $11.5B global sales on Shopify, up 24% on last year. 76M+ people bought from Shopify-powered brands, up 25% on last year. 67,000+ merchants had their highest-selling day ever. 7. $NVDA call option buyers were seen buying out of the money June 2025 call options today at a high level, totaling around $15M of calls between strikes of $158-$160. Also, $NVDA CFO today said: "No, we are not near any point in time now where we are seeing any type of a slowdown. What we are seeing right now is demand continues to be fueled a lot due to the size of models, the complexity of inferencing, and we are still getting ready for our next architecture, Blackwell." 8. Congress member Michael Collins filed for his purchase of a crypto meme coin called "Ski Mask Dog." The coin is up 250% over the past 7 days. 9. $TSLA Tesla announced today that their 0% APR promotion for new Model 3/Y orders in the U.S. will end on December 15th. Tesla China also announced that they just had its best month ever with a total insured Teslas of 69,700 for November. 11. $MARA Marathon increased the size of their latest convertible note offering from $700M to $850M this morning, indicating increased demand from bond issuers around their 'Bitcoin Treasury' strategy. Unchained Crypto also reported that Donald Trump will pick pro-Bitcoin $BTC and crypto Paul Atkins as next SEC Chair. Blackrock's Bitcoin ETF $IBIT bought $338M+ of Bitcoin yesterday. 11. Bank of America reported that $AAPL Apple’s App Store revenue grew 15% year-over-year in the first 64 days of Q1, totaling $5.6B. November alone saw a 15.8% global increase, with 9% growth coming from China. Apple closed at an all time high today at $242.94, now being the most valuable company in the world with a $3.67T market cap. 12. According to The Wall Street Journal, Amazon Web Services (AWS) is developing “Project Rainier,” a massive AI supercomputer powered by hundreds of thousands of its Trainium chips, expected to go live in 2025 and support AI startup Anthropic, backed by Amazon's $4 billion investment. AWS also unveiled the “Ultraserver,” a new AI server combining 64 Trainium chips, offering cost and performance advantages to challenge Nvidia’s 95% market dominance. With the AI chip market projected to reach $193 billion by 2027, AWS is leveraging proprietary hardware to compete aggressively. $AMZN was up 1.5% today, closing at $213.89. WALL STREET IS THE GREATEST SHOW ON EARTH.
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Micro2Macr0
Micro2Macr0@Micro2Macr0·
Over 2,000 people voted for me? 👀 I'm humbled by your graciousness. 🙏🫂
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