spiritualtrader

236 posts

spiritualtrader

spiritualtrader

@tradersPOV

Investor

New York Katılım Mayıs 2021
863 Takip Edilen302 Takipçiler
Michael
Michael@trader5656·
@StockSavvyShay @FuturumEquities Shay mentioning another of 1500 stocks that he mentions so he can always have winners and ignore the losers.Where is he talking about SOFI,EOSE,NOW, etc that murdered his followers.. Makes no sense and no one owns that many stocks. He is a scammer with frills
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Shay Boloor
Shay Boloor@StockSavvyShay·
$MELI isn't a mature retailer trying to squeeze another 50 bps of margin out of a saturated market but is still building the $AMZN + $SHOP + $PYPL layer for LatAm while opportunity remains wide open. If you wanted proof the growth engine is getting stronger then this was one of its best demand quarters in years: sales grew 49%, GMV grew 42%, items sold grew 47%, fintech grew 51% & customer engagement hit record levels. I think MercadoLibre is making all the right decisions for the next decade and have no issue building this position further.
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Rohan Das
Rohan Das@rohaninvestor·
If you are serious about options trading, this 1-hour Yale lecture is non-negotiable. 60 minutes lecture can teach you more about options trading than 99% of options trading courses. Save this and watch it without distractions. 📌
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spiritualtrader
spiritualtrader@tradersPOV·
Overthinking feeds depression. Action - whether it’s errands, the gym, or simple routines—is what starves it. The greatest weapon against stress is our ability to choose one thought over another. $SPY $QQQ $JMIA $NVDA
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Sarvesh Shrivastava
Sarvesh Shrivastava@bloggersarvesh·
call me crazy..but I will keep saying this.. the new millionaires of 2026 won't come from crypto. they'll be blue collar business owners who figured out Claude + SEO. DON'T bookmark this if it crosses your timeline. Just paste this entire thing into Claude. thank me later.
Sarvesh Shrivastava@bloggersarvesh

x.com/i/article/2037…

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Alvaro Cintas
Alvaro Cintas@dr_cintas·
Claude Cowork complete crash course from zero to expert in 12 minutes. Installation, automations, connectors, plugins..all of it: 00:00 Intro 01:00 Installation & setup 02:08 Your first task 03:01 Global instructions (most skip this) 04:00 What Cowork can actually access 05:15 Skills feature 06:08 Connectors explained 07:04 Real workflow (Drive + Gmail) 07:46 Claude in Chrome 08:43 Scheduled tasks 09:52 Plugins (why $285B was wiped out) 11:41 Big picture
Alvaro Cintas@dr_cintas

x.com/i/article/2036…

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Felix Rieseberg
Felix Rieseberg@felixrieseberg·
Today, we’re releasing a feature that allows Claude to control your computer: Mouse, keyboard, and screen, giving it the ability to use any app. I believe this is especially useful if used with Dispatch, which allows you to remotely control Claude on your computer while you’re away.
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Thariq
Thariq@trq212·
I put a lot of heart into my technical writing, I hope it's useful to you all. 📌 Here's a pinned thread of everything I've written. (much of this will be posted on the Claude blog soon as well)
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Ophir Gottlieb
Ophir Gottlieb@OphirGottlieb·
$JMIA reported Q4 2025 earnings today before the market opened and we review the results now. In total, I would characterize the report as this: “good operational results, not a “Hollywood moment,” and most importantly a reiteration of the guidance for Q4 2026 profitability and EBITDA breakeven and then the same for full year 2027.” Management’s credibility is becoming cemented. I find this table more instructive than a table of results versus consensus estimates: Revenue up, gross profit up, GMV up, customers up, orders up, repurchase rates up, losses down. That’s the story. But, Jumia will reach its goals based on the metrics above, and I continue to believe that there will not be a “Hollywood moment” where the numbers shock the world and beat estimates by some large amount. Our expectations should be anchored: Q4’26 breakeven and FY’27 profitability/FCF remain the right markers. The path is visible, the levers are working, and the absence of drama is the point. The company should continue on the trajectory above and that will suffice to reach profitability in Q4 2026 and full year 2027.
Ophir Gottlieb tweet media
Ophir Gottlieb@OphirGottlieb

$JMIA a look at the progression

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Jumia Group
Jumia Group@Jumia_Group·
Jumia Q4.25 earnings highlights 📊 Strong GMV and revenue growth for 2025 📈 $JMIA #jumia #NYSE #Ecommerce #Africa
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spiritualtrader@tradersPOV·
$JMIA Q4 2025 — This Was a Real Turnaround Quarter 🚀 📈 GMV: $279.5M (+36% YoY) 💰 Revenue: $61.4M (+34% YoY) 📦 Orders: +32% YoY 👥 Active Customers: 3.0M (+26% YoY) But the REAL shift is profitability 👇 🔥 Adjusted EBITDA loss cut nearly in HALF – Q4 2024: ($13.7M) – Q4 2025: ($7.3M) 💵 Operating cash burn: just $1.7M (last year was $26.5M 🤯) 📊 Gross profit +43% YoY 📦 Fulfillment cost per order DOWN 12% 🇳🇬 Nigeria GMV +50% YoY This is operating leverage kicking in. They exited weaker markets (Tunisia, South Africa, Algeria) and are focusing on core growth markets. 🎯 2026 Guidance: • GMV growth 27–32% • Q4 2026 EBITDA breakeven target • Full-year profitability in 2027 Advertising revenue +42% and still only 1% of GMV. Massive upside optionality. This wasn’t just “growth.” This was growth + margin expansion + collapsing cash burn. The flywheel is turning. 🔄 Market may take time to price it. But fundamentals just improved meaningfully. $JMIA $AMZN $MELI
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Jumia Group
Jumia Group@Jumia_Group·
Logistics is not a support function — it’s a growth enabler 🚚 From individuals sending packages 📦 to businesses moving goods at scale 📈, Jumia Delivery provides in #Nigeria a trusted logistics network designed for efficiency, security, and reliability.🤝 #Logistics #Ecommerce #SMEs #JumiaDelivery @JumiaNigeria
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Not Jerome Powell
Not Jerome Powell@alifarhat79·
Me helping with all the gifts my wife bought for everyone on Christmas
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Stock PlayMaker 🌐
Stock PlayMaker 🌐@stockplaymaker1·
What’s an undervalued stock that has not gotten any attention but will have plenty soon?
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spiritualtrader
spiritualtrader@tradersPOV·
👀👀👀@Citrini7 @hntrbrkmedia @CitronResearch $JMIA is still misunderstood. Most investors still frame Jumia as a failed “Amazon of Africa” trade. That’s the wrong lens. Jumia already built the hardest part: • Logistics • Last-mile delivery • Payments rails (JumiaPay) In today’s higher cost-of-capital world, replicating that infrastructure across multiple African markets would be prohibitively expensive. The market punished JMIA in 2022–23 for overbuilding during the zero-rate era. Fair. But what followed matters more. Management cut costs, reduced headcount, exited low-quality GMV, and extended runway. This is no longer a growth-at-all-costs story — it’s an operating leverage story. Incremental volume now drops through a much leaner fixed-cost base. JMIA doesn’t need explosive growth to work — it just needs less bad outcomes. Africa e-commerce isn’t broken — it’s early. Payments + logistics matter more than SKU count. And expectations remain extremely low. You don’t need Jumia to “win Africa.” You just need it to stop losing. That’s where asymmetric upside lives.
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Evan
Evan@StockMKTNewz·
If you had to gift someone (that you like) 1 stock for them to hold for the long term What stock would you give them?
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spiritualtrader
spiritualtrader@tradersPOV·
What the post claims Elon Musk says Dustin Moskovitz “pays for the bail of murderers.” ⸻ What’s actually true 1. The organization involved •The reference is to The Bail Project, a nonprofit that pays cash bail for pretrial defendants who cannot afford it. 2. How bail works (important legal distinction) •Bail is not a judgment of guilt. •People released on bail are legally presumed innocent. •Judges decide who is eligible for bail—not donors or nonprofits. 3. Funding reality •The Bail Project is funded primarily by hundreds of thousands of small donors. •Large donors (including Moskovitz-linked philanthropy) have contributed, but: •He does not personally select defendants. •He does not direct bail decisions. •Funds are used via court-approved processes. 4. “Murderers” claim •In rare cases, some people bailed out were later charged with or committed serious crimes, including violent offenses. •That does not mean: •They were convicted at the time of release •The nonprofit violated the law •Donors knowingly “bailed out murderers” This is a risk inherent in the bail system itself, not unique to nonprofits—wealthy individuals post bail every day for serious charges via private bondsmen. ⸻ The honest takeaway •❌ The phrasing “pays for the bail of murderers” is emotionally charged and misleading •✅ The accurate statement is: Moskovitz-supported philanthropy donates to a bail-reform nonprofit that posts court-approved bail for indigent defendants awaiting trial; some rare outcomes have been controversial, but decisions are made by judges, not donors. This is a policy debate, not a factual scandal: •Critics argue bail reform can increase public safety risks •Supporters argue cash bail criminalizes poverty But Musk’s wording collapses nuance into outrage.
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spiritualtrader
spiritualtrader@tradersPOV·
$JMIA is one of the few small-cap stocks holding up well while many others are breaking down. After a strong run earlier this year, the stock pulled back in a controlled way instead of crashing. That matters because it shows buyers are still present, not rushing for the exits. Right now, price is moving sideways near the highs, which is what traders call a cup-with-handle–type setup. In simple terms: •Big move up ✅ •Healthy pause instead of a selloff ✅ •Selling pressure drying up (lighter volume) ✅ This kind of setup often acts like a pressure cooker — energy builds while price stays tight. The upside potential only unlocks if one thing happens: JMIA needs to break above the recent highs with strong volume. That would signal that new buyers are stepping in, not just shorts covering. Until that breakout happens, this is consolidation, not a buy signal. Chasing it early is how traders get trapped. Bottom line: JMIA isn’t pumping — it’s setting up. The risk is defined, the structure is constructive, and the next meaningful move will likely be decided by volume, not hope.
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