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@stonkzguy

SpongeBob knows his macro, kiddos. Not a troll - just love talking stocks

Katılım Nisan 2023
160 Takip Edilen158 Takipçiler
nilloc
nilloc@stonkzguy·
@KnightBladePM @Mr_Derivatives Revenue is growing +40% YOY and member growth is +35% YOY. The numbers are far from rubbish, and most of this short term price action is driven by the options market. Long term investors are celebrating the discounts. All these narratives will be meaningless in 2030 and on
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KnightBladePM
KnightBladePM@KnightBladePM·
@stonkzguy @Mr_Derivatives Firms are now paying finfluencers to promote their stocks so they never says anything bad about them. They will framed as "strong quarters below high expectations" instead of rubbish numbers deserving selloff short term
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Heisenberg
Heisenberg@Mr_Derivatives·
$SOFI -9% $HOOD -11% Ok this is not what the doctor ordered… Oof.
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nilloc
nilloc@stonkzguy·
@cjm43x @anthonynoto Hey guys, cjm43x’s 20 shares are only up +29% in the last year. We need to fire Anthony Noto IMMEDIATELY! The only reason he hasn’t yet is because all the board members are cucks! Honestly, just delete your app and stop doomscrolling. Go invest in Allbirds
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Chris
Chris@cjm43x·
@stonkzguy @anthonynoto The CEO’s job is to drive shareholder value. He’s failed. Cucks like you hold and lose it all. You deserve it
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Anthony Noto
Anthony Noto@anthonynoto·
2026 is shaping up to be a great year with a strong Q1 leading the way. We set new records and delivered: 👉 $1.1 billion in adjusted net revenue up 41% year over year with 31% EBITDA margins 👉  1.1 million new members 👉  1.8 million new products These strong results reflect our relentless focus each and every day to bring the best products, best experience and best value to our members and clients. Thank you for trusting @SoFi to get your money right. t.co/JmT0SRhoU3
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KnightBladePM
KnightBladePM@KnightBladePM·
@Mr_Derivatives bad quarters disguised as strong by paid influencers promoting these stocks, careful out there
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nilloc
nilloc@stonkzguy·
@cjm43x @anthonynoto I’m getting tired of dummies like you that use a stock price and price action to justify the health of a business while showing a complete disregard for the underlying financials
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Chris
Chris@cjm43x·
@anthonynoto Stock is down 40%. 2026 is turning out to be a disaster for anyone who put their trust in you.
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nilloc
nilloc@stonkzguy·
@buildingearly @Budgetdog_ The more likely an investor sets and forgets a stock purchase, the better off they are. Robinhood’s UI isn’t designed to be clean and crisp purely for aesthetic… the ROI for the brokerage increases when users sit inside the app and are incentivized to trade more
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nilloc
nilloc@stonkzguy·
@buildingearly @Budgetdog_ Look, I see both sides of the coin here. But to completely ignore the fact that Robinhood has gamified investing and trading is ridiculous. The original tweet implies that the ‘boring and slow’ UI of other brokerages leads to better investing practices. That’s absolutely true
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Brennan Schlagbaum, CPA
Robinhood is the devil. Robinhood users trades 9x as much as E-Trade users and 40x as much as Charles Schwab users. The top 20% of most active traders trail the market by 5.5% annually and by 10.3% after risk adjustment. Further, there’s brain imaging research that found money activates the same brain regions as illicit drugs using fMRI scans. That dopamine hit you get from checking your stock picks every day is literally the same neurological pathway as addiction.
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nilloc
nilloc@stonkzguy·
@jus4funhun @Htdub_RR_OO @TalkingBuckeyes There’s been plenty of generational talents that haven’t panned out in the league. Look, I agree that he’s an absolute dawg and will succeed in the league. But the Malik slander is insane
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Jus4Fun
Jus4Fun@jus4funhun·
@stonkzguy @Htdub_RR_OO @TalkingBuckeyes As a true freshman he was widely considered a generational prospect by every scout and media outlet there is. Nabers has never been that, and that was before he had a very serious injury
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Buckeye Talk
Buckeye Talk@TalkingBuckeyes·
Just to be clear Malik Nabers… If you were at Ohio State right now you would be WR2 maybe WR3 behind Jeremiah Smith and Chris Henry.. So pipe down with that Carnell Tate slander lil bro 🤣
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Jus4Fun
Jus4Fun@jus4funhun·
@Htdub_RR_OO @TalkingBuckeyes He’s wasn’t 3-5 to begin with and now he’s coming off a serious injury. There’s not a single GM that would take him over smith
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Skeemo Weirdbottle
Skeemo Weirdbottle@whoisbarry06·
@JordanRaanan Why are people comparing this to hyatt, who is 6-0 185, this guy is 6-4 218, completely different player
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Jordan Raanan
Jordan Raanan@JordanRaanan·
Malachi Fields was a player the Giants "coveted," per GM Joe Schoen. Giants had him in their cluster of players for Round 2. So they paid a steep price for Fields when he was available in the middle of Round 3. Impressive catch radius. Big body (6-4, 218). The different body type Giants wanted for their wide receiving corps. Schoen referred to Fields as their power forward. The Giants also thought that Fields was the "best receiver down there" at the Senior Bowl earlier this year.
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Ma++hew
Ma++hew@MatthewCCarpio·
@jnambrose4 @AlexWilsonESM He's still only in his second year.. and still has growing pains he will go through. My point is that you want to make his life easier. Get him fucking weapons. AS MANY AS POSSIBLE. at least allocate a single top pick to the skill position.
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Alex Wilson
Alex Wilson@AlexWilsonESM·
The Giants CRUSHED this draft in terms of value: 5. Arvell Reese 10. Mauigoa 37. Hood LB/EDGE, OG/OT, CB. Absolutely loved the strategy this year.
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PepeBearMarket2026
PepeBearMarket2026@PepeBearMkt2025·
@EvinKnowsBall complain for years " no investing in oline" finally investing in online, complains.
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evin
evin@EvinKnowsBall·
Can’t wait to see this screenshot for years to come.
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nilloc
nilloc@stonkzguy·
@Dr_Crossroads @Micro2Macr0 There’s absolutely value in that! I know you know each other, I credit both of you for introducing me to $SOFI years back. That’s why it was puzzling when he blocked me for challenging his $TSLA thesis once. One reply. I have always appreciated your openness for discourse Roy!
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Crossroads
Crossroads@Dr_Crossroads·
@stonkzguy @Micro2Macr0 know each other and don't always see eye to eye. And I think there's value in that. I know he'll think I'm wrong on this one, and that's okay. And I could well be!
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Crossroads
Crossroads@Dr_Crossroads·
$TSLA I've sold the last of my Tesla position. Tesla has been in a weird place for me for a while. I love the product. I am enamored with how amazing FSD (in a HW4 stack) is, and how excellent the vehicle is. My wife and I aren't likely to buy any vehicle that isn't a Tesla, and I'm already thinking of that nice upgrade (3-4 years from now) for my '22 Model 3. I also would love to own an Optimus at some point. I love the vision, the vertical integration, and wouldn't bet against Elon. Yet the stock is not the company. Tesla has always traded at a premium, but that premium is increasing over time. That's fine if it's in anticipation of significant future acceleration, but it's questionable when that happens. On the call, they stated, “over time, we expect our hardware-related profits to be accompanied by an acceleration of AI, software and fleet-based profits,” but were effusive on the dates. That's probably for the best, as Elon timelines usually need to be extended. Gross margins have improved, and the P/FCF looks like it's improving, but with the CapEx they're needing to do, this ratio will soon be negative. I don't mind buying a stock with extreme multiples, but I see easier opportunities with clearer runways for acceleration elsewhere. Tesla hasn't been a meaningful position for me for over a year, but I'm out for now. I'll still be rooting for the company (and shareholders) even while hoping the stock comes down to more reasonable levels where the R/R fits my portfolio better.
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Mr. McNipple
Mr. McNipple@JMcNipple·
@Mindset4Money_X @grok compare and summarize Tesla’s revenue decline in the last three years to the rate of revenue declines of other top car companies for electric vehicles specifically
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Mindset for Money
Mindset for Money@Mindset4Money_X·
$TSLA: "Our revenue is down over 3 years." Market: "Sounds like you deserve to be worth 3x more!"
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Ari Meirov
Ari Meirov@MySportsUpdate·
#Patriots HC Mike Vrabel said he’s had difficult conversations with family and those close to him, and wanted to speak with players first before addressing the media — which is why he waited until today. His full statement is below, via @kstone06:
Ari Meirov@MySportsUpdate

The #Patriots announced that HC Mike Vrabel will speak to the media today. It’s expected to happen shortly. Updates to follow.

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Nate Endicott
Nate Endicott@EndicottInvests·
$NOW showing you that if you don’t crush earnings, you will be crushed. SaaS narrative continues The market is telling you: If you’re not accelerating with AI, you’re dead.
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