Josh

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Josh

Josh

@jedijosh00

Dallas Katılım Ocak 2021
266 Takip Edilen25 Takipçiler
Josh
Josh@jedijosh00·
@NYC2CA2VA @TheHungerer @misfitpatriot_ he goes around antagonizing people on stream every day. his plan the entire time was to just pull a gun on them if they retaliate? dude was going around saying the most hateful shit his brain could think of. the judge knows that.
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Revere is Back
Revere is Back@NYC2CA2VA·
I’m not a fan of that guy whatsoever. Never heard of him until a week ago. Actually if you pull a pistol and someone physically attacks you that is pretty good cause to be in fear of serious bodily harm or death- the guy can know you out or take your gun and shoot you. It’s an edge case. Asking for it doesn’t mean you can’t defend yourself. How much of a beating does he need to take before he can use deadly force?
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The Misfit Patriot
The Misfit Patriot@misfitpatriot_·
I hate sharing a Myron clip where I’m not calling him a retard, but this lawyer actually breaks down the self defense argument pretty well so it’s worth a listen. If you don’t wanna watch it, I’ll summarize: Chuds fucked…
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Hunter Allen
Hunter Allen@HunterAllen4·
$GRAB $AVPT $VISN DONT MISS THESE DIPS. Ran a screener for the fam looking for asymmetric setups nobody talking about yet. I would do dd on these which I still might but keep eyes x fam. Add to your hunter WL All early names or pivots. Check back in 5 years. REPOST. BOOKMARK. THESE ARE THIRD GRANDCHILD IN THE WOMB RETIRED BEFORE BORN NAMES. Not spoon-feeding the obvious mega caps. Looking where the market isn’t. Screen: • Under 20B market cap • Gross margins >40% • YTD <-20% • -40% from 52wk highs • Forward PE <35 • Net cash positive • Net income growth >300% QoQ • Revenue growth >20% QoQ • Profit margins >10% • Gross profit growth >15% Names that passed: • $GRAB — 15B • $AVPT — 3B • $VISN — 3B Honorable mentions: $JMIA $TOST $EVLV $OPEN $GRAB is a sleeping super-app giant. 2030 outlook: • Revenue potentially scaling toward 6B+ • EBITDA growth projected 40%+ near term • Fintech loan book targeting 2B+ by year end • Analysts seeing 60-75% upside near term • Revenue CAGR projected 15-20% through decade Bull case driven by: • Southeast Asia digital economy boom • Fintech monetization • AI efficiency + ad monetization • Super-app network effects • Margin expansion + massive FCF ramp Other key factors: • Q1 revenue +24% YoY • EBITDA +record highs • Loan disbursements +67% YoY • Buyback programs active • Transitioning from growth story to compounder Do you think $GRAB becomes the dominant SEA platform by 2030? $VISN is the misunderstood AI infrastructure turnaround. 2030 outlook: • Stabilizing around 2B+ revenue base • Mid-single to low-double digit growth potential • AI/networking demand tailwinds • EBITDA guidance 350-400M • Enterprise networking recovery play Bull case driven by: • WiFi 7 adoption • DOCSIS 4.0 upgrades • AI infrastructure/network demand • Margin recovery post restructuring • Broadband expansion globally Other key factors: • Q1 revenue +22% YoY • Aurora segment +33% • RUCKUS growth accelerating • Leaner business after divestitures • Data-center-adjacent exposure still intact $VISN feels early. $AVPT might quietly become an AI infrastructure necessity. 2030 outlook: • Targeting 1B ARR by 2029 • Revenue CAGR projected 17-25% • ARR already +26% YoY • Analysts see 50-70% upside near term • FCF margins targeting 20%+ Bull case driven by: • AI governance demand • Microsoft Copilot ecosystem growth • Enterprise data security demand • SaaS margin expansion • Agentic AI compliance layer opportunity Other key factors: • Q1 revenue +26% YoY • SaaS revenue hypergrowth • Operating margins expanding fast • Trading at discount to SaaS peers • Becoming “trust layer” for enterprise AI $AVPT under 3B market cap feels absurd if execution continues. $MU $SNDK $POET $VOO $TEAM $FIG $IREN $NBIS Which one reaches ATHs first?
Hunter Allen tweet mediaHunter Allen tweet mediaHunter Allen tweet media
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Josh
Josh@jedijosh00·
@jacobnewtron who was that? can’t see on mobile
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Daily Loud
Daily Loud@DailyLoud·
Mother accused of killing her three children and paralyzing herself by jumping out a window says she will admit to the killings to avoid prison Lindsay Clancy, 35, is accused of killing her three children in January 2023.
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Josh
Josh@jedijosh00·
@Metaaphor audio eq and peace equilizer fuck this tin can shit
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AG Fifakill
AG Fifakill@Fifakill_·
Looking for 1 with @ScummN for Atlanta quals/ going forward. Had some good results up to now but need someone with insane passion to unlock the last 10%. DM me if you’re interested.
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Matt G
Matt G@MDG3404·
@ButterAubrey It’s a toss but now between Taco or Mazi which is sad because I’m a Michigan fan but those two picks were bad
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Josh
Josh@jedijosh00·
@Zaff3r_ @TylerTeeP plenty of people buddy. why are you crying on a streamers twitter about a game you don’t even play lol
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TeeP
TeeP@TylerTeeP·
Everyone looking for the next option after the M8 Nerf, use this PK build, 1500+ BV and barely any recoil. These guns need some damn recoil lmao what a joke BUILD CODE: A06-8UWLZ-11
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Josh
Josh@jedijosh00·
@m4vsl0v3r holy shit how is this even possible
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s🪬
s🪬@m4vsl0v3r·
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Josh
Josh@jedijosh00·
@yoxics that IRL bullshit is too much of a liability for brands
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yoxic
yoxic@yoxics·
FaZe Swagg says something felt fishy about FaZe Clan when all the members were averaging 10-20k viewers with 100,000+ subscribers and the best sponsor they could get was 'Four Loko' 😳 "2 years ago we had Porsche and McDonalds.."
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Josh
Josh@jedijosh00·
@CPreds_ ASHIKA
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Chris (Xen CPreds)
Chris (Xen CPreds)@CPreds_·
Which Resurgence map would you like to see make a comeback in Season 2?
Chris (Xen CPreds) tweet media
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Josh
Josh@jedijosh00·
@Jacek21 @Swagg @FaZeClan he was asking who he is should PICK for the team lol, biffle and them got smoked
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Kris
Kris@Swagg·
If I picked up a Warzone Team to represent @FaZeClan this year, who should be apart of it?
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Josh
Josh@jedijosh00·
@VMVDL @Jacek21 @Rated_COD yeah i can see it now. i had terrible PC issues for like a week. everyone is trying to make a buck off call of duty right now cuz nobody can tell if they're in casuals or not.
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hi
hi@VMVDL·
@Jacek21 @jedijosh00 @Rated_COD not to mention casuals has sbmm in it which is legit making it worse, the regular matches are easier than casuals at this point.
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Rated
Rated@Rated_COD·
I don't wish the WZ Camo grind on my worst enemy I'm running around with a XR-3 ION & Warden loadout & we have people pretending to be cracked going for PR's in casuals
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Jacek
Jacek@Jacek21·
@jedijosh00 @Rated_COD They made casual mode for casual people like me…. Having these sweats in the lobbies completely defeats the point in what they attempted to do. Damn twitch superstars need to beat up on bots instead of facing people their own skill
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