fifth beer ⚔️

@netcapgirl "jensen, you said there would be girls"

@smdcapital lmk when hes bearish

incredible

@Investor_NICK_ I hear you're supposed to call him Leprosy Archduke

Did that Leprosy fella tank the market with his 13F??

@iAmHenryMascot @chamath Can be said for Apple as well

@chamath yeah you cant be a platform if you consistently copy your customers products LOL!

In an early meeting at Facebook (c. 2007), when I was describing the goals of Facebook Platform (an area I oversaw) Bill Gates yelled at me/us. His quote has stuck with me to this day: “This isn’t a platform. A platform is where the collective sum of revenues of the participants exceeds those of the platform itself.” Ladies and gentlemen, I present to you the tokenmaxxing circle jerk.

Yo my @RobinhoodApp portfolio is long $intc and @spencerpratt

@imnotharsh It's crazy he was a genius for catching the $20 to $40~50 wave but then misses the entire 100%+ gain in a month

@fifthbeers likely his Q2 filings are going to show some massive losses

Maybe Leopold isn’t as good as we thought at investing. He opened puts on $INTC, $NVDA, $AMD, $AVGO and $MU 3 months ago. All have hit all time highs since. That would mean he is at a massive loss on all of these trades, despite shares in some of these names. Though for Micron he hedged with a Long call as well. Keep in mind, these trades were made in Q1 2026. So, when the Iran war was unwinding, he never closed out of the trades by end of March.

@TZ6737039696121 @jmhorp @cappados Wrong

@jmhorp @cappados The peoplr were right, long term.

The Industrial Revolution would probably not have been approved by a public vote

@PurpleKingTony @GitMikeTD @romrot_mechanik @HollyGrayle People like you have like 10 IQ

@GitMikeTD @romrot_mechanik @HollyGrayle That floor is already trash

Wooden floor v Somali. I'll bet it's a rental or social housing too...

@Alleyesonmela1 @Stellaaa Do you even live in LA retard

@Stellaaa You made up this entire post stop it.

Meanwhile in Los Angeles: My neighbor just texted me an hour ago extremely upset because he couldn’t leave our building today as a meth head WIELDING A MACHETE was blocking our exit. So my neighbor was late to work because he had to wait for LAPD to arrive (a real crapshoot these days) to remove the crazed machete wielding psycho that I just narrowly missed minutes before as I was walking home from Starbucks. The sad part is, this is FAR from the first time something like this has happened. It’s unfortunately common in LA. It doesn’t have to be this way y’all. VOTE SPENCER PRATT. SAVE LA. @spencerpratt

@Stellaaa Amen. Shit like this happens all the time living in LA. Meth heads outside setting shit on fire, walking up to you threatening you with a metal pipe.

@amitisinvesting Time to go long $msft

Bill and Melinda Gates Foundation sold 100% of their Microsoft $MSFT position… The guy who created Microsoft just had his foundation dump the entire stake, 7.6M shares. Either he thinks Microsoft is over or he completely hates valuations in tech right now 😂

@Alleyesonmela1 @Jules31415 @spencerpratt Like your mom?

@Jules31415 @spencerpratt He's a faggot. Fucking punk ass bitch

Imagine how much this video triggers TMZ now 😭😂

@redhotnerd You don’t even live in LA twat

Spencer, I wasn’t going to do this. It’s not worth my time. Seriously. But your dinner check the other night was $682 . Hope that helps. Don’t be a dick to the service staff where you stay. I’ve got your breakfast order, and the list of made up food allergies you claim. You’re just lying; stop. @TMZ

@TMZ Lmao how much did Karen Bass pay yall? This is fuckin pathetic @TMZ

Spencer Pratt has gained traction in his campaign for L.A. Mayor by showing what he says Karen Bass did to his family -- forcing them to live in a trailer after his home burned down. Though, Pratt has really been staying at the Hotel Bel-Air for more than a month. Mind you, you can't get a room for less than $1,500 a night.

unlimited knowledge or almond milk?

@imnotharsh Consolidating above $110 is actually insane tho lol

$INTC Funny how a couple of red days for Intel changes the sentiment of the company for so many people...Sentiment follows price. The stock is up +214% YTD. Like, what are we doing here? Let's not behave like sell-side analysts, just setting price targets wherever the price actually ends up going. In this case, your sentiment towards the company. Nothing has changed. Nothing has even happened, either. The only company with partnerships with the ENTIRE Mag7 and we're suddenly bearish? The only company with US IP to manufacture chips. THE fab for $TSLA Terafab. THE fab for $AAPL now and into the future. The soon-to-be fab for $GOOGL's TPUs and $META and $MSFT. Over time, Intel is going to eat market share from $TSM so quick, you won't even be able to react. Now, Intel's even the compute partner of McLaren F1. If 3 days can flip your sentiment that fast, my suggestion is to sell and don't look back. But, if you have conviction. Stay steady. Intel will continue to rise. Whether you like it or not. Because they are executing. People screaming P/E valuations about why they're bearish are unserious. They have no concept of what a moat is or what growth is. Intel can flip its balance sheet in one quarter of contract orders for Foundry. Their earnings are going to grow at an exponential rate. - Intel's Fwd P/E: 150. vs $AMD's Fwd P/E is around 65. Only one has Foundry. - Intel brings in $54B a year. AMD brings in $37B a year. Only one has Foundry. - Intel holds ~$33B. AMD holds ~$12.5B. Only one has Foundry. We are early. You are not ready for this. See you at $200. $1T Market Cap.

@zerohedge What about SK Hynix

TSMC, Samsung Electronics, and Alibaba account for 105% of all YTD Emerging Market stock gains

@smdcapital @StealthQE4 Yeah I’ve seen covered call ETFs that do 10-20% a year

@StealthQE4 lol selling options against any stock yields way more than that shit

Value trap. The dividend near 4% does make it just a bit enticing

@edgebellscore @TheLongInvest Yup. We are in price discovery atm

@TheLongInvest Parabolic moves often signal a complete rerating of a business. If the turnaround under Lip-Bu Tan continues to deliver beats like the 9% revenue surprise in Q1, 'fair value' might be much higher than anyone expected.

$INTC I don't know who needs to hear this but $INTC is not a buy Parabolic moves, regardless of who they are should be avoided.