Phillicus
702 posts
Phillicus
@Phillicuspower
Focused, spiritual, investor. On the Path to self improvement daily
เข้าร่วม Eylül 2023
111 กำลังติดตาม125 ผู้ติดตาม
@dom_lucre @theebaddiebey Hey hey!! Leave them luscious titties out of this!
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@theebaddiebey Hey big titty b*ch it’s developing because they are currently trying to get rid of him. It isn’t finished yet. Maybe if you spent as much time on your brain as you do your body you would have comprehended that.
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🔥🚨DEVELOPING: Social media users are threatening to start a movement to boycott any restaurant that brings in Big Groove after “Dr. Clown” complained.
This comes after nearly a decade of complaints from viewers who claim his content annoys them.
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No tiene ningún tipo de sentido la rentabilidad de las pelis de Mario.
Super Mario Bros
- Presupuesto: $100.000.000 USD
- Recaudación: $1.359.226.275 USD
Super Mario Galaxy
- Presupuesto: $110.000. 000 USD
- Recaudación: $747.477.060 USD (por ahora)
Como referencia, las ocho pelis de Harry Potter recaudaron 7.7 billions USD. Mario lleva 2.1 billions con solo dos pelis y la segunda sigue en cartelera.
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@JOBhakdi @elonmusk @JeffBezos He will still be chasing Elon until the day he croaks unfortunately. Ya know the whole ego thing
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This is PROOF that you don’t have to be the richest man in the world to build amazing technology!
@elonmusk @JeffBezos
Jeff Bezos@JeffBezos
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The Futures Market will be interesting tonight. Do we open lower?
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Michael Burry just opened a new position in $PYPL at $49
He even called it a top pick… ranking it ahead of $FISV and $ADBE
Stock is down -12% YTD… So why is he buying?
Valuation: PayPal is trading at just ~9x forward P/E.
With a $45B market cap, plus Venmo expansion and Brazil’s Pix integration… the case starts to make sense.
But here’s the issue:
- Revenue growth is only ~4.8% this year
- Competition from → Apple Pay, Google Pay, Cash App
So it’s cheap… but not growing fast. Earnings are on May 5th.
$PYPL has a history of big swings between $38 to $79.
What do you think of Burry’s latest position?
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BREAKING: President Trump has convened a White House Situation Room meeting to discuss Iran's closure of the Strait of Hormuz as the ceasefire is set to expire in 3 days.
Details include:
1. The situation with Iran is at a "critical point" and no final date has been set for a new meeting between the US and Iran
2. US officials say that if there is no breakthrough soon, the war could resume in the coming days
3. The renewed crisis in the Strait of Hormuz arose amid discussion regarding Iran's uranium enrichment
4. Trump says he will know by end of day if a deal is going to happen
Trump concludes by saying Iran "can't blackmail us."
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@pepemoonboy @KobeissiLetter your propped up and so obviously manipulated securities are dumping on Monday bro 🤣
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What just happened?
Yesterday, at 8:45 AM ET, Iran's Foreign Minister Araghchi announced that the Strait of Hormuz was "completely open" for all commercial vessels.
At 9:06 AM ET, President Trump thanked Iran for reopening the Strait.
Then, at 10:20 AM ET, Trump said Iran and the US were working together to remove all mines from the Strait of Hormuz.
Between 10:40 AM ET and 12:00 PM ET, President Trump said Iran agreed to "never close the Strait again" and to "suspend its nuclear program indefinitely."
Suddenly, at 6:14 PM ET, Iran's Speaker of the Parliament said Trump made "seven claims in one hour, all seven of which were false."
Now, Iran has CLOSED the Strait of Hormuz again and oil tankers are being struck.
What just happened behind the scenes?
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@CaesarCapitalz It’s an absolute favorite of mine and you will love the tech once you see it. One of the few LiDAR companies that works while it is snowing.
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Researching a new stock this weekend: $OUST
I've seen some smart investors starting a new position in Ouster these past weeks, and I want to know why they like it 👀
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AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles.
Nuclear will anchor the baseload with $OKLO, $SMR, $BWXT & $CEG delivering nonstop clean power straight to AI campuses while upstream fuel supply from $CCJ, $UUUU & $LEU secures the inputs that make long-duration nuclear viable.
Transmission, turbines & cooling will close the loop with $VST, $GEV & $VRT expanding the grid and infrastructure that move the energy behind AI’s next decade.
Natural gas will keep the grid stable between renewable cycles with $VG & $NEXT expanding LNG capacity to guarantee uninterrupted power for AI loads.
Renewables like $FSLR, $BE & $NEE will drive marginal cost of compute lower by supplying cheap daytime energy that feeds grid-scale storage.
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From the director of The LEGO Batman Movie and the same Sony studio as KPop Demon Hunters and the Spider-Verse movies, Charlie vs. the Chocolate Factory will also feature the vocal talents of Kit Connor and Taika Waititi. bit.ly/3ObhprQ
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I have to admit, I was wrong.
I wasn’t expecting the market to recover this fast, especially with the war still ongoing.
I thought the market would either 1) stay low for a while or 2) drop a bit further.
Called the BTC top at 126K, the ZEC short at the exact top to the penny, and bought oil right before the war started, among other things. It’s all public. But here we are. One wrong prediction.
For those wondering, I never shorted the market. I didn’t lose money. In fact, I made money on the recovery because I bought a decent position in MSFT under its 200 WMA, and I’m very happy I did.
Your goal should always be to be positioned for both scenarios so you can benefit in either direction.
Keep enough cash, or cash equivalents earning yield, so that if the market drops, you can buy low. And keep enough positions to also profit on the way up.
Not to brag, but with my size, capital protection is and always will be the number one priority. I understand that if your portfolio is just a few thousand bucks, we probably have different views, and that’s perfectly fine.
I sold the S&P near 7,000, I publicly bought oil companies and sold for a 20% profit, and I bought MSFT near the bottom. In my books, that’s a win.
And yes, I’m still bearish. I trust the data, not some temu trader on X. My view hasn’t changed once and I will stick to the plan no matter what.
The data suggests we are very close to a cycle top. And every “this time is different” comment I read only increases my conviction that it is, so I would like to thank you for that.
Feel free to ignore my warnings, we don’t know each other after all.
But if you decide to deploy all your capital right now, just know that you’re gambling in the most overvalued market in the history of humankind.
Thank you, NL.
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@smoothcat5 @Dexerto Brooo, I swore it used to come with a link to the past sometimes too. Friends used to be like, no man. It comes only with Mario world. 🙄
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