throwabull

hey @grok how much $cbrs did cathie woods buy in her arkk funds and at what prices?

@DeuceCabooseSki @PGATUOR then it’s this

@PGATUOR But if I can hit my 4 iron 250?

The guy who tees off with a 4 iron:

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.

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

@LorenzoBolsa @FedexSTi @eldaminato @SzAriel @Pipo_Bpo @invertiramateur @JonahLupton @oguzerkan @StockSavvyShay what are margins on that revenue?

$MELI giving a lifetime opportunity here? High growth at low valuation..

@Investor_DFS yah flipped down when all of the dc and ai infra moon’d. sucks.

@throwabull Crazy part is these companies have been horrible investments and the opportunity cost of holding them has been horrendous

these are two different tickers… same sector. just look at that correlation, wild. spoiler: $sofi cApItAl raIse TankEd $hood tOo 🤡

@Investor_DFS lol yah

@throwabull Definitely a Top Signal

we got kyle kuzma tweeting about data center capex now?

@LuisQalberto12 @PronkDaniel welp you kind of called it out in your “besides” part.

@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. ✌🏽

Revenue of $NU vs. $SOFI Nubank is also selling for half the P/E.

@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..

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 ...

Holy sh*t The Mesh Payments CEO speaks out about the $SoFi BBB partnership

@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…

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..

just saw 18 of my facebook friends recently joined meta ai… interesting $meta

@FirstSquawk so.. @altcap @chamath etc… you were saying? how is ai going to simply increase output and create an abundance of jobs?

ANTHROPIC CO-FOUNDER OLAH: AI COULD DISPLACE HUMAN LABOUR ON 'VERY LARGE' SCALE; AID FOR DISPLACED WOULD BE 'MORAL IMPERATIVE'

@Kenmegan44 well put

$SOFI Financial growth is great. Personal growth is even better. Congratulations!

he even gave a shout out for $sofi (and his other sponsors) sticking with him after his oakmont issue

$sofi wyndham clark going to win the byron nelson here ⛳️ 🏆 sofi sponsorship on that golf polo looks 👍🏼