throwabull

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throwabull

throwabull

@throwabull

💻 software engineer ⛳️⚾️🏈 1/2 sports 1/2 stocks 1/2 parody... Not Financial Advice.

United States Katılım Şubat 2019
620 Takip Edilen1.2K Takipçiler
throwabull
throwabull@throwabull·
hey @grok how much $cbrs did cathie woods buy in her arkk funds and at what prices?
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throwabull
throwabull@throwabull·
hey @anthonynoto - if the company and its leadership felt that $sofi was irrationally undervalued, would you ever consider a small buy back program? Between the @basispointpod and @Futurenvesting / @FunOfInvesting - you laid out 2 ways to value sofi (earnings - your preferred, and book). On both measurements, you articulated pretty clearly that as long as sofi can hit its growth goals, it's fundamentally cheap using both. I know it goes against the ethos of constant reinvestment for growth, and that's a valid response/reply too, but I can't help but wonder. It would be an interesting topic/question to address on another pod some day.
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throwabull
throwabull@throwabull·
it’s like every day hedge funds / market makers move the slider back and forth on buy/sell algos between software and hardware. $igv $soxx $smh
GIF
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Lorenzo Couget
Lorenzo Couget@LorenzoBolsa·
$MELI giving a lifetime opportunity here? High growth at low valuation..
Lorenzo Couget tweet media
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throwabull
throwabull@throwabull·
@Investor_DFS yah flipped down when all of the dc and ai infra moon’d. sucks.
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Better Investor DFS
Better Investor DFS@Investor_DFS·
@throwabull Crazy part is these companies have been horrible investments and the opportunity cost of holding them has been horrendous
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throwabull
throwabull@throwabull·
these are two different tickers… same sector. just look at that correlation, wild. spoiler: $sofi cApItAl raIse TankEd $hood tOo 🤡
throwabull tweet mediathrowabull tweet media
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Luis Quiñones
Luis Quiñones@LuisQalberto12·
@PronkDaniel I honestly don’t understand why people would choose $SOFI today besides being a US company and holding less risk than an international stock. Last week, I dived deep into both and had to go for $NU for my fintech play for the next 5 years. Let’s see how it plays out. ✌🏽
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Daniel Pronk
Daniel Pronk@PronkDaniel·
Revenue of $NU vs. $SOFI Nubank is also selling for half the P/E.
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throwabull
throwabull@throwabull·
@sv_techie yah, it’s fun to watch the headlines and sentiment swirl around… almost as if people are pushing where they want the market to go… hmm..
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SV_Techie
SV_Techie@sv_techie·
fwiw, you will see narrative on "demand" constantly shift across the following in the AI wave as per folks convenience/stakes: GPU, CPU, Memory, Network, Power/Energy, Cooling, Optical. Hedge funds will make sure how to create the narrative and ride the wave ...
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throwabull retweetledi
The Insider
The Insider@insiderinvests·
Holy sh*t The Mesh Payments CEO speaks out about the $SoFi BBB partnership
The Insider tweet mediaThe Insider tweet media
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throwabull
throwabull@throwabull·
@Stonewallfire .. the headlines make it sound like squid games over there… and tracking every employees computer so they can train their ai is just whacked…
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throwabull
throwabull@throwabull·
haha, could be. i kind of take their scale and platform dynamics for granted. i thought nothing of threads bc im an x power user but then i see all of my fb friends hopping on it (and they don’t use x). some posts even say threads have higher dau than x…? you have to use meta ai if you get their glasses, too. so if that picks up it’ll keep kind of funneling users in as a gateway into their ai app. man the company seems toxic as hell but i still own shares right now..
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throwabull
throwabull@throwabull·
just saw 18 of my facebook friends recently joined meta ai… interesting $meta
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First Squawk
First Squawk@FirstSquawk·
ANTHROPIC CO-FOUNDER OLAH: AI COULD DISPLACE HUMAN LABOUR ON 'VERY LARGE' SCALE; AID FOR DISPLACED WOULD BE 'MORAL IMPERATIVE'
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throwabull
throwabull@throwabull·
$sofi wyndham clark going to win the byron nelson here ⛳️ 🏆 sofi sponsorship on that golf polo looks 👍🏼
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