Serge

@himshouse You look really desperate mate.

🚨 BREAKING: $HIMS CEO Andrew Dudum replies "Message me" to Conor Neu after Neu says he's personally invested in a company that can predict heart attack risk within 12 months with 86% certainty Neu says the company has "unreal value" but is "weak at scaling" Company is Prevencio

@AntonAskling @aiedge_ I don't know, ask Amodei, I am still lucky and grateful to have a job.

@srd_rakic @aiedge_ Is software engineering only coding?

Anthropic CEO (Dario Amodei): "Coding is going away first, then all of software engineering." What do you think about this?

@unclebobmartin @samhogan Because he does not know you, or you are not the best. 😅

@samhogan Not me.

All the best programmers I know are starting to write code by hand again

@sama You need to go outside and touch grass!

"post-AGI, no one is going to work and the economy is going to collapse" "i am switching to polyphasic sleep because GPT-5.5 in codex is so good that i can't afford to be sleeping for such long stretches and miss out on working"

@Blinklebloop Hence why one should never buy the most popular fintwit stocks.

I can clearly remember sitting on a train in Belgium in 2021, when $EVO was making all time high after all time high, trying to understand the business. Thinking "Financials show an insanely good business, but the market is forecasting perfect execution, TAM expansion, 0 competition" A lot of fintwit were making up all sorts of gargabe narratives to justify the price. (reminds me of today). So many new entrants into live casino today- that being said, $EVO price does look like it deserves a closer look. They seem to have a somewhat sticky service. End customers will feel familiar with their service. A P/E 30-40 stock is fine to buy when you are absolutely confident in future growth. Many expensive companies today in the AI sector will continue to double in price, and remain at P/E 30 because their earnings double. But you need to very clearly understand: -What the TAM is. -The ability of the company to capture their portion of the TAM

@realroseceline What credibility? 😅

$HIMS going to $2000 by 2030 requires 200% annual returns for 4 consecutive years. A nice fantasy and also a great way to damage your credibility and ruin your reputation for absolutely no reason whatsoever. 🌹

@JonahLupton @alc2022 No, he just needs Serenity to pump it, that's his thesis.

I’m guessing you don’t have an investment model or thesis that would underwrite 60x in the next 5 years? In order for this to happen… $HIMS would have to scale revenues to $30-35B with 30-35% net income margins and a 40-50 P/E multiple… all of which is very unlikely within 5 years.

I maintain my $2,000/share intrinsic value target for $HIMS by the year 2030 This is a wealth creation event of civilization magnitude Healthcare is the single most important thing for human kind and $Hims is set to change it forever

@Futurenvesting This has to be the top!

Anyone buying $BIRD here? We are definitely going to see other underperforming companies try to pivot to GPUs. This will be a case study in the future.

@RadicalFalk @yyr770 Hi Yosef, are locals welcoming/friendly to expats?

@yyr770 Tel Aviv? 😅 So that I have to hide from missiles every day?

@LetsTalk_FPL The smug look is one thing, but burning 10 minutes of a stream to over-explain yourself? That’s just pure 'guilty' energy.

@LetsTalk_FPL Touching or rubbing the nose is a subconscious behavior associated with lying, often caused by increased blood flow and pressure in the nose, which creates a tingling or itchy sensation during stress. youtube.com/live/OvhGj5ctx…

Apparently I switched captaincy to Bruno on purpose, knowing Haaland wasn't in the squad, even though my captaincy on Haaland would have switched to Bruno anyway in that scenario. I also kept Haaland rather than selling him because Joachim Andersen off the bench is much better than buying Ekitike for WHU (H).

@TorbjornNaslund @FPLOlympian What a coincidence!

@FPLOlympian Are you being serious now? Did you watch Andy’s stream where he made a mistake and forgot to save Haaland as captain?

Some content creators took the armband off Haaland last minute and claim they didn’t have information. Don’t let them treat you like fools. It’s important to never trust the cartel.

@Schwaben_von @HesselMoritz Guter Punkt! Zudem stehen diese Woche die Quartalszahlen an, was ein guter Impulsgeber sein dürfte.

@HesselMoritz Nachgekauft weil sie ausgebrochen ist am Freitag.

@investseekers You should not have bought it because there is a book about the business, $RBA is eating their lunch.

I know most follow me for $NVO updates, but I also share #portfolio changes. Today I bought shares in $CPRT after the earnings drop. The stock fell because insurance volumes declined. Consumers are saving money by reducing coverage, either accepting more out-of-pocket cost or removing parts of their insurance entirely. Management sees this as cyclical, not structural. Part of the decline also comes from safer cars. Modern vehicles crash less often thanks to better safety technology. But two long-term forces matter more: 1. The number of cars keeps growing as population and mobility increase 2. When modern cars do crash, they are far more expensive to repair (sensors, cameras, electronics) So insurers increasingly declare cars total losses instead of fixing them. That’s why total loss frequency keeps rising: 24.2% in 2025 vs 15.6% in 2015. Why Copart specifically? • Massive land ownership → faster pickup & storage capacity • Largest tow network in the industry • More sellers → more buyers → higher prices → attracts more sellers. A self-reinforcing marketplace advantage. Insurance companies may pay higher fees, but earn more because Copart achieves higher selling prices and faster cycle times. Management, which is usually very conservative with capital, also started buying back shares, because they believe the valuation makes sense. Short-term insurance cycles move the stock. Long-term industry math still favors Copart. I have wanted to own Copart ever since I read this book by founder Willis Johnson: #StocksToWatch #investing

@RedDuelist @PxlHulk Where do we go mate? Belgium, Germany? In general I think Europe is fucked.

@PxlHulk I've just sold everything; I'll spend it somewhere else than NL

> be Dutch anon > buy 100 shares of a tech company with my life savings > stock goes up because the CEO tweeted a frog meme > haven't sold a single share, still eating mayo on bread for dinner > government appears out of the canals like a swamp monster > "GEKOLONISEERD. THAT'S 36% OF YOUR IMAGINARY PROFIT, MENEER." > explain that I literally don't have the cash because I haven't sold anything > "SELL THE STOCK TO PAY THE TAX ON THE STOCK YOU'RE HOLDING" > forced to sell 40% of my position just to pay for the privilege of owning the other 60% > stock crashes 50% the next morning > I now owe the tax office more than my entire portfolio is worth > have to sell my bicycle and my wooden shoes to cover the debt > government uses the money to build a slightly taller levee to protect a pile of dirt > cycle to work in a rainstorm while a tax collector checks the appreciation value of my raincoat > "unrealized gains" more like "realized poverty" > mfw I’m being taxed on the vibes of future wealth

@dannycheng2022 $NVO, buy in low 40, sell between 50/60, rinse and repeat.

Are You Willing to Wait Years? (Feb 14, 2026-monthly charts) $UNH $NVO $NKE $JD

@Steve_Austria07 @MichaelZero10 Ah, always to find something negative.

@MichaelZero10 Great respect for Badri, but no one else from the first or second tier has bought shares in the last three years.

$ENPH's CEO Badri Kothandaraman Makes Stock Purchase😳 - Today Badri bought ~750 shares at $51.06 which represent ~$38K, and~4,250 shares at $52.13 which represent ~$221K ($260K in total). - Over the last few months he has consistently been buying $ENPH shares. - Before this latest transaction he had already 1,630,632 shares, which represent ~$83M in total. - $ENPH is the main driver of Badri's wealth. - He is 52 years old and could use extra cash to secure its retirement with safer bets. - But he is willing to risk this extra cash in $ENPH, as he believes the business has great prospects. - Please note that there are many reasons why any management team could sell shares. - However, there is only one reason why a management team is buying shares. - Badri, who knows best the business, believes $ENPH Stock will go up. - See below the SEC fillings.

@e_commerce_king @Tintincapital

@srd_rakic @Tintincapital So is Coupang! The Chinese e-commerce are also growing quite fast in South Korea!

Coupang has to be a buy here. $cpng

@e_commerce_king @Tintincapital I don't think so, $SE is getting their lunch eaten.

@Tintincapital True, but $SE might be an even better choice!