Jonatronic5000 💙🇺🇦☮️🌈🌊

@Samurai__Stock @CarsonTalkMoney EPS estimates I was looking at were $6.62. Still beat that easily w/o benefit

@CarsonTalkMoney Daily active users first ever decline Would’ve missed eps if it wasn’t for one time tax benefit Still so bullish on $meta x.com/grok/status/20…

Is there any other reason $META is down besides Cap Ex? The rest of the report looks solid! Am i missing something?

@TheChrisMcClurg @kcdanyoung @unusual_whales @grok Actual answer is a 1 time tax benefit that added $3.13/share. $7.31 was their EPS minus that

@kcdanyoung @unusual_whales @grok @grok how can you almost be 2x on EPS AND still be down?

BREAKING: $META earnings: - EPS: $10.4, est: $6.82 - Revenue: $56 billion, est: $55 billion Amazon, $AMZN, earnings: - EPS: $2.78, est: $1.64 - Revenue: $181 billion, est: $177 billion

@IndraStocks Google put up crazy cloud numbers this qtr. Actually, they did last qtr too

I wonder when $GOOGL and $AMZN starting reporting really silly numbers for cloud growth. This Q? Next Q?

@fuckyouiquit No, that's a completely different thing, and mostly irrelevant

@jonatronic5000 They control the voting interest which is the same fucking thing

BlackRock, Vanguard, and State Street are the largest shareholder in 88% of the S&P 500. Your airline, your bank, your grocery store, and your grocery store's competitor. Nothing gets better because these 3 keep it that way. The next president needs to trust-bust the literal dicks right off shit.

@EmoryExplorer Yep, buy low sell high is a lot harder than it sounds

@jonatronic5000 Sometimes the names everyone doubts end up being the best entries, right?

I recently bought another $5,000 of Duolingo. By now almost everyone hates this stock, even most of the people in my own community hate it. Peter Lynch’s favorite stocks were ones that were fast growing, had a long runway of growth, easy to understand, not loved by Wall Street yet, and strong balance sheet. Duolingo isn’t a perfect fit, but I think that it’s much closer than most of the mega cap tech companies. And if Duolingo management is successful in their goal of growing users by over 20% this stock can compound a lot. There is of course still a big chance this one dives further down as the market hates these types of companies right now. But I have time to let the story play out.

@DudeWhoInvests Lost me at "Trump administration found"

Paying taxes at this point is literally just donating. What are we even doing… 🤦‍♂️ How are food stamps and Ferraris/Lamborghinis in the same sentence. Disgraceful.

@jayminjems @hamids Energy is the only one even remotely possible. This is really stretching the outer bounds for what's legal.

The strongest part of your post is the auto skepticism. $150B without a $25K platform is genuinely hard to justify. Everything else is rhetoric dressed up as math: – Energy is already at $12.77B growing 27% YoY. $41B by 2031 = trend extrapolation, not fantasy. – Cybercab vs Uber compares a fleet operator’s revenue to a marketplace’s take rate. Different models. – Optimus at 1.2M units is ambitious. Optimus at 600K units + recurring software is the actual bull math. Bears win when they isolate the weak link. Spreading skepticism across all 5 segments dilutes the strongest argument and lets bulls dismiss the whole post. The auto line is the real fight. Lead with that next time.

The implications of $375 Billion revenue projection in 2031 for $TSLA based on these numbers means: - Automotive: $150 Billion. Up from ~$70 Billion in 2025. But how will this happen with no new models? The Semi and Roadster 2, assuming both are in full production will not contribute much. This is just pure "pull a large number out of thin air" estimation! - Cybercab: $90 Billion. So the projection is that Cybercab will produce MORE revenue in just 5 years, than ALL OF $UBER's worldwide presence in more than 15,000 cities. 🤣 ok! How many operating Robotaxis does Tesla have now after 1 year, 19? Hmmm... - Robots: $60 Billion. So Optimus, which hasn't sold a single unit yet, would have to sell 1.2 MILLION units for $50,000 each to reach $60 Billion. I would say that's a tad bit ambitious. - Services: $33 Billion. I don't know what they would be services for $33 Billion, but let's just give this one as a freeby. - Energy: $41 Billion. Up from ~$12 Billion in 2025. This would be possible if Tesla's entire focus was on energy. Unfortunately, it's not. This is known by all who have tried to purchase a Powerwall or Solar system from Tesla in the past 5 years. If this is what Tesla investors are expecting, I'm afraid they are going to be sorely disappointed. These projections are comically bad!

@rnewton7777 This is obviously a test that asks whether you believe you live in a world with over 50% raging assholes or not. The US ran a lower stakes version of this called the 2024 Election.

The blue button / red button debate is kind of interesting. Scenario one: you press the blue button and blue wins. Everybody wins. You are a hero. You risked all and saved many. Scenario two: You press the blue button and red wins. Your story ends. Scenario three: You press the red button and blue wins. You live. Scenario four: You press the red button and red wins. You live. Scenario five: You press the red button and red wins by 1 vote. Your vote could have saved four billion lives. The only case where anybody has regrets is maybe scenario five. And what's the chance of that?

@tyler02020202 @kittygang_4ever Gen X graduated at the top of the dotcom bubble. It took 13 years for the market to get back to even.

@kittygang_4ever yeah but that’s much easier to pay for someone in their mid 30s and 40s. when millennials entered adulthood the economy was much friendlier compared to what 22 year olds are stuck with now

Having to hear what a millennial paid for rent in 2012 makes my eye twitch like i genuinely can’t listen to it

@jimiuorio I live in the US, so only pay 15%

Current capital gains tax rate is 29%…this level is absurdly punitive and self defeating. The most simple way to stimulate the economy is to stop this moronic travesty…

@r0ck3t23 Google has everything but energy, and that just takes money to build. Amazon doesn't have great models atm but they do have large positions in anthropic and openai, chips, and cloud

Jensen Huang just told Silicon Valley it’s fighting on the wrong floor. Every boardroom in tech is locked on the same question. Which model wins. OpenAI or xAI. GPT or Claude. Grok or Gemini. Trillions moving on that bet alone. Huang zoomed out and showed them the whole building. Huang: “AI is actually essentially a five-layer cake.” Energy at the bottom. Chips above it. Cloud above that. Models next. Applications on top. Five layers. One war. Everyone crowded onto the fourth floor. Huang: “This is where most people think AI is.” He was pointing at the model layer. Every pitch deck. Every valuation. Every founder story. All packed onto one floor. One floor below the finish line. Three above the foundation. The middle of the building. Huang: “At the bottom is energy.” Not data. Not parameters. Not talent. Power. You cannot out-code the grid. You cannot train a frontier model with a press release. The smartest model on Earth still needs a dumb turbine spinning somewhere. The smartest engineers alive are building on top of someone else’s silicon, inside someone else’s cloud, powered by someone else’s electricity. They own nothing beneath them. Huang: “This layer on top ultimately is where economic benefit will happen.” Healthcare. Finance. Manufacturing. The only floors where AI actually meets money. Every dollar of real value lives at the top. Every physical constraint that decides who gets to play lives at the bottom. The model sits in between. Squeezed from above and below and owning neither end. Silicon Valley is burning hundreds of billions to build plumbing for somebody else’s economy. The basement decides if it runs. The penthouse decides if it pays. The companies building models think they are building the future. Huang just told them they are the middle layer in someone else’s cake.

@RealDomRemy @r0ck3t23 Lol Tesla isn't in the building or the same state. They have as much to do with AI as Ford.

@r0ck3t23 Google and Tesla are really the only companies truly competing and vertically integrated at all 5 layers in the West.

@BartomeoMatthew @DailyTaxMemes @OptimizedPort People pay $1 less on ex-div day, because the company is now worth $1 per share less. Ppl paid $1 more the day before, and will receive the $1 div.

See and I thought it was basic supply and demand, the ex-dividend date driving a decrease of supply, increase of demand, causing stock to rise. But what do I know. I didn’t realize people pay a $1 more the day of the dividend date just to lose value the next day because of valuation.

Regular reminder that dividends are nothing like rental income. Rental income doesn't decrease the home's value...

@OptimizedPort @LoneWolfIncome Not sure what you're missing here. OP's point was dumb, but a dividend is a lot like rental income... In one large sector, REITS, the div actually IS rental income.

@jonatronic5000 @LoneWolfIncome REITs ≠ real estate. Point stands. Receiving a rent check doesn't immediately decrease my home equity. Bewildering that this requires explaining.

@OptimizedPort @LoneWolfIncome Yes, and? A REIT is a business that collects rent and pays as a dividend.

@jonatronic5000 @LoneWolfIncome A REIT is a tradeable security.

@BartomeoMatthew @DailyTaxMemes @OptimizedPort Guess what happens on the day a company issues a $1 dividend per share, or the ex-dividend date? The share price drops by $1 per share. A stock's price is fundamentally tied to its ability to make / grow profits. High div stocks grow slowly, if at all, due to paying it instead.

@jonatronic5000 @DailyTaxMemes @OptimizedPort No. What you’re not getting is your buying on the hope the company will turn a profit and issue a dividend to you. If you don’t get money from the business, your only recourse is hoping someone buys your shares later.

@Ric_RTP This would be the 7th weekend in a row they've figured it out? Lol I don't think they've learned yet

Wall Street just figured out Trump is bluffing. And that's way more dangerous than anyone realizes. Today the S&P 500 hit an all-time high of 7,126. Third record this week. The Nasdaq is on its longest winning streak since 1992. All during an active war with Iran. Most people read this as: "Markets shrugged off geopolitics again." But that's not what's really happening... This rally has a name: The TACO trade. Trump Always Chickens Out. Coined by FT columnist Robert Armstrong in May 2025. The pattern traders cracked: Trump threatens something extreme like tariffs, war, or strikes. Markets panic. Stocks drop. He backs down. Stocks rip to new highs. Rinse. Repeat. Print money. "The more extreme the position, the more likely a compromise is going to occur." So traders now BUY every Trump threat. Escalation is a buy signal. Panic is a discount. Ceasefire is the exit. Today's rally proves it: Iran reopens the Strait of Hormuz. Oil crashes 9.4% to $82.59. S&P rips to a record. Wall Street just collected another paycheck from Trump's brinkmanship. For 4 years, markets were Trump's biggest constraint. Every time he threatened something crazy, stocks would tank. That pressure forced him to walk it back. The market was the guardrail. But that guardrail just disappeared. So what happens if markets stop acting as a constraint on Trump? Think about this carefully. If every threat becomes a buying opportunity, markets can no longer pressure him to back down. So what does a leader do when his leverage stops working? He pushes HARDER. Bigger threats. Scarier ultimatums. Real consequences. Because bluffs only work if the audience believes them. And right now, Wall Street is openly betting he's bluffing. The TACO trade might be the most profitable strategy in a decade. It's also creating the exact conditions that force Trump into a war he can't exit. The numbers are genuinely insane too: When Trump paused Iran strikes minutes before his 8pm deadline on April 7, markets rallied $1.5 trillion. When he actually strikes something, markets crash. Which means every TACO trade increases the cost of him backing down. At some point, the math flips. The political cost of being called a chicken > the market cost of following through That's the moment he strikes. And this also means the gap between Main Street and Wall Street is widening. Wall Street is hitting records while regular Americans pay higher gas, higher groceries, higher everything. The TACO trade profits the people who already have assets. Everyone else pays for the brinkmanship. This is the most cynical trade in modern market history. Traders profit from every threat. Trump gets cornered by his own pattern. Main Street pays the bill. And the endgame is that Trump has to start actually following through just to regain credibility. Wall Street thinks it's outsmarted the president. What they've actually done is remove the only guardrail that kept him from pushing too far. What do you think?

@AIandDesign I've heard of UBI but not UHI, and haven't seen any politicians or business leaders actually support it. If it's not carved in stone before the jobs vanish, like constitutional amendment style, then UBI doesnt happen and ppl have to forage for food. I'm long Google, Meta, AMZN

The real story behind all this 'universal high income' bullshit is the fact that you have at best a few years left to make sure you become part of the ruling class or... you'll be part of the ruled. With no upward mobility. You'll be stuck. Forever.