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@TheRealDonaldC3

เข้าร่วม Ocak 2020
74 กำลังติดตาม102 ผู้ติดตาม
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🦊@TheRealDonaldC3·
@Gubloinvestor $PGY $UPST they are unbelievably dirt cheap, while improving continuously, zero business related problem with them but down like 70% where they should be
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Gublo 🇨🇦
Gublo 🇨🇦@Gubloinvestor·
Which stock will you buy Tomorrow?
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Oguz Erkan
Oguz Erkan@oguzerkan·
Here are my top 10 growth stock picks for 2026 and short term price targets: 1. $PGY, $33 2. $NBIS, $170 3. $OSCR, $23 4. $SEZL, $90 5. $LGCY, $18 6. $TTD, $52 7. $MELI, $2400 8. $DLO, $15 9. $INTR, $11 10. $SE, $160
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naiive
naiive@naiivememe·
Name one thing that has all three
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🦊@TheRealDonaldC3·
@DrEliDavid Looks like she is still nagging him... total clown show
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Dr. Eli David
Dr. Eli David@DrEliDavid·
She says her dead Basiji husband promised to conquer Israel and free Jerusalem 👇 Unfortunately, his travel plans to Israel were cut short, as an Israeli drone eliminated him in a Basij checkpoint in Tehran 🤡
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🦊@TheRealDonaldC3·
$PGY top 5 US Bank partnership probability for the ongoing onboarding process. quote from ER: "In addition, we have a top five bank in the onboarding process in point of sale." $JPM $WFC $BAC $C $UPST
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🦊@TheRealDonaldC3·
money will find its way to other private credit groups, which are not that risky as the ones handling hyperscaler bags. $PGY will be great beneficiary, as their loans are AAA rated and has no datacenter loans. Money will fight to get the best place with high return -> scarcity!
Barchart@Barchart

BREAKING 🚨: JP Morgan $JPM forced to mark downs loans and has decided to reduce lending to private credit groups 🤯 Blue Owl, Blackstone, BlackRock, now JP Morgan 👀

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Trevor Heslop
Trevor Heslop@trevhesinvests·
Here's my portfolio: $ZETA $AMD $AMZN $CAKE $META $PLTR $NBIS $NKE $PGY $SOFI $ELF $PLMR $MA $HIMS $CELH $DUOL $FUBO What will be my best performer over the next 3-5 years?
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🦊@TheRealDonaldC3·
@gi49289758 @pjlbrunelle @lukOlejnik There is nothing normal about: let's review this 489 file changes by our AI slop agent. The senior won't or ask the AI to review it. So the problem is the tool, namely it's a slop machine.
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Lukasz Olejnik
Lukasz Olejnik@lukOlejnik·
Amazon is holding a mandatory meeting about AI breaking its systems. The official framing is "part of normal business." The briefing note describes a trend of incidents with "high blast radius" caused by "Gen-AI assisted changes" for which "best practices and safeguards are not yet fully established." Translation to human language: we gave AI to engineers and things keep breaking? The response for now? Junior and mid-level engineers can no longer push AI-assisted code without a senior signing off. AWS spent 13 hours recovering after its own AI coding tool, asked to make some changes, decided instead to delete and recreate the environment (the software equivalent of fixing a leaky tap by knocking down the wall). Amazon called that an "extremely limited event" (the affected tool served customers in mainland China).
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Open Source Intel
Open Source Intel@Osint613·
Reporter: Does new Iranian Supreme Leader have a target on his back? Trump: I don’t want to say whether or not he does, because that would be inappropriate.
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🦊@TheRealDonaldC3·
@alex_sk14 @sentdefender Title inheritance goes against their own doctrines. He has zero validity even by their own standards.
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OSINTdefender
OSINTdefender@sentdefender·
Asked about Iran’s “newly elected” Supreme Leader Mojtaba Khamenei during today’s interview with CBS, President Trump said, “I have no message for him. None, whatsoever.” Adding that he has someone in mind to replace Khamenei, but he did not elaborate, with Trump having previously stated that all of the successors he and other officials had in mind were already eliminated by Israel.
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Open Source Intel
Open Source Intel@Osint613·
Are you seeing my posts? If you want to keep getting the updates, drop a comment so the algorithm knows to show them to you.
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🦊@TheRealDonaldC3·
@Osint613 Just as they apologized gulf countries then continued striking them...
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Open Source Intel
Open Source Intel@Osint613·
JUST IN 🔴 Iran’s Revolutionary Guards say any Arab or European country that expels Israeli and U.S. ambassadors will, starting tomorrow, be granted full freedom to pass through the Strait of Hormuz, according to state media.
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🦊@TheRealDonaldC3·
@nypost Gayatollah
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New York Post
New York Post@nypost·
Ayatollah Khamenei's son, who is frontrunner for supreme leader, was treated for impotency, couldn't find a wife trib.al/9vQ6fmA
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Gublo 🇨🇦
Gublo 🇨🇦@Gubloinvestor·
2026 will give us more Rate cuts than we know and entire FINTECH sector will rebound. Buy the discount.. 🔥
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🦊@TheRealDonaldC3·
Massive alpha on $PGY A top5 bank is onboarding. If you track recent performance marketing executive hires and existing credit facility relations, dots point to $JPM as the 🐋This is a "step change" making $PGY the "connective tissue" of US banking. Multiple re-rate incoming.🚀🔥
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🦊@TheRealDonaldC3·
@TargaGordon @StckStratgy BofA is lost like more than a year by now in the practical sense. CDLX rebuild during itself from the ground and we can see how profitable it is now and onboarding fintech left and right like Chime
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MoonStonks
MoonStonks@TargaGordon·
@StckStratgy They were down on revenue and just lost a massive partner (BofA). Stock is down 8% AH, was down 12%. I’d wait to see how it settles first
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Stock Strategy
Stock Strategy@StckStratgy·
$CDLX released a fantastic earnings report. I bought during the recent dip. This will definitely be the new $CVNA. Check the earnings data. David Evans has worked wonders. Amit Gupta & David Evans 👏👏👏
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🦊@TheRealDonaldC3·
@ken14376kxo Upstart doesn't build anything for banks as they are "competing" with them and have zero major bank as partner. Pagaya building the new FICO as being more refined by second look and partnered with top US banks and fintechs. Look at partnerships first and use logic lol
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Ken
Ken@ken14376kxo·
Don’t confuse $UPST with $PGY, they are very different. Upstart is building the AI operating system for banks, aiming to replace FICO as the primary "brain" for every loan. Pagaya is a "second-look" service that waits for banks to say "no" so it can pick up the leftovers.
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🦊@TheRealDonaldC3·
@InvestorDenis the zero risk in this context is one of the incentives for the regional banks or fintechs
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Investor Denis
Investor Denis@InvestorDenis·
@TheRealDonaldC3 This is a good observation, the only point I'd disagree with is zero risk. $PGY must hold 2-5% of the loans it recommends for approval on its balance sheet. The risk is low but it's there.
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Investor Denis
Investor Denis@InvestorDenis·
If you’ve ever been rejected for a loan and then suddenly received a pre-approved offer from that same bank a week later, you’ve likely just met $PGY. Working with $PGY lets banks grow their profits without taking on the risk themselves. When you fall outside FICO, banks say no but they don't want to lose you as a customer. This is when they quietly pass your rejected application to $PGY. Its AI does a reevaluation using thousands of data points the bank ignores like cash flow, utility bills, etc. If $PGY likes you, the bank issues the loan, but $PGY investors provide the cash. The bank gets a fee and keeps you as a customer. Your loan is bundled into an Asset Backed Security and sold to institutional investors. Those are pension funds and insurance companies. The bank no longer holds the loan on its balance sheet, this is why it takes on zero risk. Banks make sure the experience feels seamless. You use the bank’s app, talk to the bank’s support, and pay the bank’s website. You may never even see the name “Pagaya” on your paperwork. This is a bull case for $PGY. As banks tighten their standards in 2026, they reject more loan applications. More rejections = more data for $PGY. More data = stronger AI moat. The result: • Customer gets a loan • Bank gets fees without risk • $PGY scales its data monopoly Long $PGY.
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