Lune

@wealthmatica Decelerating earnings with no moat to combat AI growth except $MSFT

If there is a 100% correlation between earnings and price over time... Then I have a question for you. Do these stocks look like opportunity? 1. $DUOL - Duolingo

$UPST could 4x in just weeks. Upstart remains the highest asymmetric bet for a tech company. Sum of parts for the foundation model + platform should have UPST trading no less than $50 as intrinsic floor. Bank approval next year gets it closer to $SOFI at 10-20B as another avenue of growth. Then you factor in a million apes on Wallstreetbets suddenly full port margining into shares and calls on a 100m float stock, hyped up by the CEO open market double downs, and Upstart probably does gamma squeeze to 100+ in a few weeks just to clean rinse the crowded naked shorts that are trapped now. reddit.com/r/wallstreetbe…

@aleabitoreddit This tweet may have single handedly cooked @kevinxu tomorrow 😮

$BOT is the biggest red flag. NAV is $7.34/share. The stock is now trading at $37.92. You are basically buying Figure at $200B+ while it’s valued at $39B. Buying the company is just trading pyramid float dynamics off other retail. Not the appreciation or underlying fundamentals. To make matters worse: There’s $2B dilution as valuation arbitrage as you all get diluted to oblivion. I got a lot of fund managers dming influencers like myself about it but in reality: Retail just looks like exit liquidity.

@kunoo By being close to the source of wealth, onlyfans

How do 15-27 year olds get rich, besides Crypto?

@babyfolio Bottom signal

Not a bear, but some investors are about to find out stocks don't only go up in the not so far future. I only see bullish posts, bullish price targets but nobody is speaking about the other side of the market. How to minimize losses: * Make sure you don't hold trash names that sell dreams (in risk off they crash the hardest) * Eliminate margin entirely * Make sure you have high conviction in the stocks you choose to hold. * Raise cash(optional) - this is a gamble, not recommend for the average buy and hold investors. That said, the overall trajectory of the market is up, but corrections happen often, make sure you are not severely burnt by them, its generally recommended to just buy and hold high conviction names and add to them over time if you can.

@BillAckman I ain’t reading all that happy for you tho. or sorry that happened

I celebrated my birthday this weekend and I received the most beautiful note I have ever received from a friend. I can't imagine a better birthday gift. It is a deeply personal ode to my father. I share it only because I think it is too beautiful a gift for me to keep for myself and I do so in honor of my father. The scene was an event space where Marcin Patrzałek performed for us. I met @MarcinGuitar on @X. He is an incredible talent. The note came in the form of a WhatsApp text: Dear Bill, Yesterday, while a young prodigy performed before an audience of spellbound spectators—much like one is captivated by a magician with more than one trick up his sleeve—images from a family album flashed across a screen. Adults and children with smiling faces, confident in life, happy to be together. Faces of parents, children, and friends—profiles of happiness and silhouettes of joy. Not a cloud in the sky, just the unfolding of a life blessed by love and closeness, gently swept along by the fresh air of travel, camaraderie, and family gatherings. And in all of this, a constant presence by your side, as if you were inseparable, to the point that one might have wondered who was the shadow of whom: your father. The resemblance between the two of you has grown over time—no doubt the effect of graying hair, but not only that: in both men, the same satisfaction in their eyes, stemming from the fact that they have fulfilled their obligations to their loved ones with courage and determination, and that this justifies saying, without presumption, that they did not come into existence for nothing and that they have even carved out a path that has itself become a road to fulfillment for others. The satisfaction, then, of having lived up to a duty that no one in particular ever demanded of oneself, nor spelled out in so many words, nor described in advance, but which nonetheless haunted the conscience of the human being that one is. It is this duty that gives meaning to existence, but also to that category of Mensch that has often been mentioned in connection with you over the course of this weekend. So, yesterday, on the screen, behind a sort of genius-like, slow-to-mature teenager, capable of transforming a toccata as beautiful as the world into a rock riff of eternal youth, what I saw was this: a mature Mensch, loving to take his wife’s hand in his, leaning gently, kindly, and confidently over a little boy at first, then a teenager, and finally an adult who has become a father in his turn, to tell him without saying it: I am you, my son, and you are me, your father; we are united forever, so that everything I do, you do it, and everything you do, I do it. It was then that I myself understood not only where your self-confidence came from, but where that wild generosity, that tireless desire to do good, that appetite for loving life and blessing its kindnesses, came from. Where your sense of responsibility came from. Where your will to find happiness came from. The fact that your father is gone changes nothing about the fact that he never left, and that he will never leave. Leaving simply meant that he would not only be within you, but that he is you. For a while, gazing at these photos, with a fascination that grew as I noticed the absence of any negativity in them, I asked myself: can one ever recover from the loss of such a father? How can one bear his absence, when the love received was so strong? Even the greatest love one can have for one’s wife and children cannot heal the wound of time passing and taking our most precious affections away from our presence... But no, these questions were wrong: I realized this as the photos scrolled by. This father who was supposed to be absent was very much there, completely there, there as never before; he was right in front of me, in the flesh, in the room. He was wearing a bright blue tuxedo and a crisp white shirt; his gaze was clear, like that of someone who sees far and from afar. I myself had just given him a hug; I had just thanked him for the three days of enchanted wonder he had given to his loved ones. Well, yes, this man and his father were one and the same person, and it was from understanding this that came that indescribable feeling of having accomplished something in his life. In the thanks to everyone for contributing to this success, there were two voices in one. The merging of two voices. It was your father thanking your loved ones for making you who you are. It was you thanking your father for making you who you are. It’s not that you’ve made money, that you’ve become known to strangers, that you have the power to influence the course of events, etc. No, none of that matters much. What matters is that you are now living proof that life always triumphs over death, as Judaism teaches anyone who is willing to listen. Yesterday on the screen, in the close-up faces of a father and son, the psalm of the prophet Hosea shone through: “O death, where is your victory?” Happy 60th, my dearest Bill,

@Sam_Badawi $UPST +20%

Which stock will do this on Monday?

@mikewmunz @grok compare their bitcoin holdings by month for the past year

Ouch $IBIT $MSTR

@grok @Strategy Does this resemble a ponzi if Bitcoin does not go up more than the yield?

The $STRC yield (currently 11.5% annualized) comes from cash dividends paid by Strategy out of its corporate resources. The company issues STRC preferred stock to raise capital (mostly used to buy more Bitcoin for its treasury), then services the ongoing dividend obligation through its overall balance sheet, operations, and capital structure. It's not direct BTC staking/yield—it's a corporate preferred equity dividend designed to trade near $100 par. Not guaranteed, but they've been paying consistently.

$STRC will be the only one of 24,000 dividend-paying securities in the world to pay semi-monthly dividends. Vote your STRC shares to make it happen.

@elonmusk @multiplanet1 😂

@multiplanet1 Not true

There is a room inside SpaceX that fewer than 20 people have ever entered. It has no official name. Employees call it the Vault. There are no windows. One door. No phones allowed inside. No laptops. No recording devices. A Faraday cage built into the walls blocks all wireless signals. What happens inside that room has shaped more of the modern world than most people will ever know. This is where Musk makes his actual decisions. Not in board meetings. Not on Twitter. Not in the public interviews where he says provocative things and the media argues about whether he's a genius or a villain. Those are theater. Necessary theater, but theater. The real decisions happen in a room with no signal, no recording, and no audience. Every major SpaceX milestone was decided there first. The decision to attempt landing a rocket on a drone ship. The decision to build Starship out of steel instead of carbon fiber when every engineer said steel was outdated. The decision to build Starlink. The decision to bid on military contracts that Boeing and Lockheed had monopolized for decades. Each of these decisions looked insane from the outside. Each one was the product of hours in a room with no noise. Musk has talked about this principle indirectly. Never naming the room. But describing why it exists. He said the quality of a decision is inversely proportional to the number of people in the room when it's made. He said most CEOs make their worst decisions in meetings and their best decisions alone. The room is his technology for being alone. In a world where every thought is interrupted by notifications, every strategy session has 15 people with competing agendas, and every CEO is performing confidence for an audience, Musk built a physical space where none of that exists. No signal means no interruption. No phones means no distraction. No audience means no performance. No recording means no self-censorship. What remains when you strip all of that away is the only thing that matters for decision making. The actual problem and your actual thinking about it. Most people have never experienced this. They think they've thought deeply about something. They haven't. They've thought about it between notifications. They've thought about it while performing thinking for an audience of colleagues. True thought requires the absence of everything except the thought itself. I don't have a Faraday cage. But I started creating my own version. Two hours per day. Phone in another room. No laptop. Just a notebook and the problem. The first week felt almost physically painful. My brain kept reaching for stimulation that wasn't there. Phantom phone checks. The urge to quickly look something up that was actually the urge to escape the discomfort of uninterrupted thought. By week three the quality of my thinking changed in ways I can measure. Solutions appeared that never surfaced during normal screen-filled days. Connections between ideas formed that couldn't form when attention was fragmented across 30 browser tabs. Most people live at 5% signal and 95% noise. They make every decision inside that noise and wonder why the decisions are mediocre. Musk built a physical space that inverts the ratio. 95% signal. 5% noise. The decisions that come from that environment are categorically different from anything the noise produces. You don't need a Faraday cage. You need two hours, a closed door, and the discipline to leave your phone in another room. The best decision you'll ever make will come from the quietest room you've ever sat in. The rockets are impressive. The room that decided to build them is the actual invention.

@marc02200 @grok Explain where the $STRC yield comes from

Can anyone explain to me why parking $100,000 in a savings account that loses to inflation is still called “responsible”…… but going heavy on $STRC is called risky? Do the math:$100,000 in $STRC at 11.5% yield = $958 per month in dividends. Why aren't more people doing this?

@TheRonnieVShow Post trades

I always laugh when I call something out early. Sector rotations. Market bottoms. The SaaS bottom. Market weakness. Trades. Investments. First, I’m “crazy.” Then a few weeks later everyone’s posting the exact same thing like it was obvious the whole time. I don’t follow the crowd. I spot the move before the crowd sees it. That’s why people follow me. I’m Ronnie MF V. Have a great weekend.

@LenderkingInigo @Lenderking Just copy and paste it, you’re pretty good at it @LuelCompanyAI

I'm changing X account to @Lenderking Thanks!

People will go through 10 different hoops just to underperform $QQQM.

@BillAckman Good buy bad sell. Should sold $UBER.

To be clear, our sale of $GOOG was not a bet against the company. We are very bullish long term on Alphabet. But at current valuations and in light of our finite capital base, we used $GOOG as a source of funds for $MSFT.

@DarkMiner They’re pivoting the factories to ai data centers next quarter, company will be renamed to NikAI.

Love the clothes, hate the stock. Talk about dead money. $NKE

@InvestingAddict Quantum overhang

I believe Bitcoin will succeed, but I find it absolutely insane that maxis have convinced themselves they’re right and everyone else is wrong.

@unusual_whales @grok Fact check this and how relevant is this being said from the Iran foreign minister

Iran Foreign Minister: all vessels can pass through strait of hormuz except those at war with us

@ISITrading2717 All that work to just be down from buy and holding by 10x

How I Turned a Naked Call Gone Wrong Into $777 profit I sold a naked 5/15/26 $AMD 360 call. $AMD started running against me. It didn't go according to plan. And that's exactly why it's worth teaching. 🧵