P G - Legion of Doomers

My man owns ~%5 of the company now.

@Vmaxpax @Stockaholic5 @Stockahlife @SFarringtonBKC @steve_donze @PinheadKing

@PGSD @Stockaholic5 @Stockahlife @SFarringtonBKC @steve_donze @PinheadKing I guess that means I'm Socrates

Earnings-led, unlike then.

@Stockaholic5 @Stockahlife @SFarringtonBKC @steve_donze @Vmaxpax @PinheadKing Plato (left) points up to signify his Theory of Forms, advocating that true reality exists in a higher, abstract realm of ideas. Aristotle (right) gestures down, representing empiricism and his belief that knowledge comes from observing the physical, tangible world

@Stockaholic5 @Stockahlife @SFarringtonBKC @steve_donze @Vmaxpax @PinheadKing You are Plato & I Aristotle:

@Stockaholic5 @SFarringtonBKC @steve_donze @Vmaxpax @Stockahlife @PinheadKing You know what's funny...Mark is posting that he's all-in on tech and momentum stocks at the moment, but the truth is that he's all-in on deep value stocks that are trading at 3 to 4x FCF or that are net cash. I'm onto him!!! P.S. Surfer too. They're deep value guys.

@SFarringtonBKC @steve_donze @pgsd @vmaxpax @stockahlife @pinheadking The singularity.

Moar Draw

@Stockaholic5 @Stockahlife @PinheadKing @Vmaxpax

The singularity is real, miss it at your peril. There will be the capital class. And the unemployed class. Labor will serve no purpose and have no value. $SPMO IMO @stockahlife @pinheadking @pgsd @vmaxpax

@Stockaholic5 @PinheadKing @wholemars @Stockahlife

@PinheadKing @PGSD @wholemars @Stockahlife The future is lit af

The future is here

$CVE.TO Goat

@PinheadKing @Stockaholic5 @ShitpostReels @Stockahlife

@Stockaholic5 @ShitpostReels @Stockahlife @PGSD Doesn't that mean I can download my brain to a computer and live forever?

@Stockaholic5 @ShitpostReels @Stockahlife @PinheadKing Do they need more energy for this said "Singularity"?!?!? Asking for a Fren.

@ShitpostReels @stockahlife @pgsd @pinheadking the singularity is here.

How do we get demand destruction with lower prices?

@Vmaxpax @infraa_ @Stockahlife So we tripling from here?!?!? Asking for frens. 🚀🚀🚀💰💰💰

@infraa_ @Stockahlife

Since 1980: The stock market has increased 16.3 times faster than the average hourly wage If wages had kept pace with the S&P 500, the average hourly wage would be $523 per hour

@Stockahlife @Stockaholic5 @DividendTalks

@Stockaholic5 @PGSD @DividendTalks SPMO IMO?

Stocks Near 52 Week Lows: MercadoLibre $MELI - $1,600 Fair Isaac $FICO - $1,100 Mastercard $MA - $495 Berkshire Hathaway $BRK.B - $475 Spotify $SPOT - $420 Ferrari $RACE - $340 Home Depot $HD - $320 Visa $V - $318 McDonald’s $MCD - $275 Adobe $ADBE - $250 Lowe’s $LOW - $230 International Business Machine $IBM - $230 Automatic Data Processing $ADP - $210 T-Mobile US $TMUS - $190 Accenture $ACN - $180 Salesforce $CRM - $180 Equifax $EFX - $175 SAP $SAP - $170 Waste Connections $WCN - $150 Procter & Gamble $PG - $145 3M $MMM - $143 Lululemon $LULU - $130 American Water Works $AWK - $125 Shopify $SHOP - $110 Duolingo $DUOL - $108 Kimberly-Clark $KMB - $98 ServiceNow $NOW - $90 Sea Limited $SE - $86 Abbott Laboratories $ABT - $84 Zoetis $ZTS - $82 Medtronic $MDT - $76 Uber $UBER - $75 Fiserv $FISV - $55 Novo Nordisk $NVO - $45 Nike $NKE - $44 General Mills $GIS - $34 Chipotle Mexican Grill $CMG - $32 Toast $TOST - $25 AT&T $T - $25 The Trade Desk $TTD - $23 Figma $FIG - $20 Kenvue $KVUE - $17 Buying any?

@Stockaholic5 @DividendTalks @Stockahlife

@DividendTalks @stockahlife no.

@Vmaxpax Probability V???? -In short, war resolution would remove geopolitical friction and add modest efficient supply in an already well-supplied market—pointing to a $50–70 Brent range mid-term and $55–75 longer-term, with WTI tracking $3–6 lower.

My gut feeling is that Russia will push for ceasefire of aerial bombardments only. *Not* the occupied territories. This probably fits both Ukr & Russia actually so they then drag out negotiations over summer / midterms. And it's possible that never gets resolved.

Indeed! H1 26 has been the call for Russia winding down. Their goals are a Trump negotiated ceasefire for advantageous outcome and/or US sanctions relief --- which if you've been watching has been happening quietly & consistently by US. eg, Belarus banking now open for biz

@Stockahlife Can't talk at the moment

@Stockahlife @Stockaholic5 @The_AI_Investor

@Stockaholic5 @PGSD @The_AI_Investor SPMO largest position is MU lol

Current semi stocks ranking by FY1/FY2 EPS multiple and PEG.

@Stockaholic5 @Stockahlife @The_AI_Investor

@PGSD @Stockahlife @The_AI_Investor Pricing in explosive growth? Is that not right?