Pathfinder

581 posts

Pathfinder

Pathfinder

@TronsPath

เข้าร่วม Mayıs 2024
141 กำลังติดตาม48 ผู้ติดตาม
Pathfinder รีทวีตแล้ว
Paul Schleifer
Paul Schleifer@PaulSchleifer·
I see Farage has been referred to the standards watchdog over his £5m grift. It would be a shame if everyone was talking about just before Thursday’s elections.
Paul Schleifer tweet media
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Pathfinder
Pathfinder@TronsPath·
@StateDept I had to check that this is not a parody account
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Department of State
Department of State@StateDept·
SECRETARY RUBIO: We’re asking the UN to call on Iran to stop blowing up ships, remove the mines, and allow humanitarian relief. If the international community can’t rally behind this and solve something so straightforward, then I don’t know what the utility of the UN system is.
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Brian Allen
Brian Allen@allenanalysis·
JUST IN: A Trump judicial nominee was asked point blank: is Trump eligible to run for a third term? Their answer: “I would have to review the actual wording…” Sen. Chris Coons then asked every nominee in the room to confirm the Constitution bars a third term. Silence. Every single one of them refused to say it. Trump is appointing judges who won’t affirm the 22nd Amendment to his face. Never stop connecting the dots.
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Pathfinder
Pathfinder@TronsPath·
@TinglyRelic @emaq27 @allenanalysis Dude don’t waste your time discussing things with someone who is clearly not going to listen to you. She is so insanely blinded by her ignorance that it is hopeless. The reality is that there are ignorant, foolish & uneducated people and they seem to especially love Trump
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Dirt
Dirt@TinglyRelic·
@emaq27 @allenanalysis No there is no legal argument to be made the 22nd is clear. Abortion didn’t have explicit constitutional grounds and the VRA was a ruling that skirts the constitution by saying well it doesn’t say we can’t do it by party! There is no legal argument to skirt the 22nd.
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The Left Bible
The Left Bible@theleftbible·
Nigel Farage secretly trousered £5 million in cash, and he didn’t want you to know. Since the media have barely covered it, let's make it go viral 👇
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Arnaud Bertrand
Arnaud Bertrand@RnaudBertrand·
Yet another proof that the US is completely agreement-incapable. It's pretty crazy when you think about it: they made the EU sign a deal that was egregiously one-sided in their favor - basically a colonial treaty - which the EU justified signing by saying it prevented higher tariffs on EU cars. And the US just violated the latter 🤦‍♂️ I'm not holding my breath but hopefully this time - unlike the previous times - Europeans learn this lesson: accommodating the US is literally worse than useless.
Arnaud Bertrand tweet media
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Pathfinder
Pathfinder@TronsPath·
@RnaudBertrand Trump is a proven liar. His words are less than worthless. It is a shame that some people still believe in this hypocrite and opportunist
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Isaac Saul
Isaac Saul@Ike_Saul·
I haven't seen anyone tracking all of the alleged (or open) Trump corruption, self-dealing, and quid pro quos in one place. For the last 15 months, I've been tracking every single tip+story I can find and organizing it. Today, I published a 6,000 word piece with every example.
Isaac Saul tweet mediaIsaac Saul tweet mediaIsaac Saul tweet mediaIsaac Saul tweet media
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Correcting the Record with Guillotines ☭
@KatyPerry184437 My kid had sinus issues. Sick all the time. Snot. It was horrible. Then we got him a palate expander at the dentist and spaced out his top row a bit & it widened his sinuses & he never had a problem since. I think this is common.
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KP🎬
KP🎬@KatyPerry184437·
I ain't gonna lie, I WISH SOMEONE DID THIS FOR ME AS A KID
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Pathfinder
Pathfinder@TronsPath·
@valbitrage @davey_juice Exactly- a broader rerating due to a risk discount due to less predictable future free cash flows. However, it has not a lot to do with $NOW s underlying business which is doing fine. If it stays this way this price is attractive
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Jon K | Valbitrage
Jon K | Valbitrage@valbitrage·
@davey_juice Agreed I think what people fail to understand is that the $NOW selloff (and software sell-off in general) is not just panic selling but a broader re-rating of software valuations. And where the final multiples net out is hard to predict.
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Bill 'Latency Lord' Brennan
Bill 'Latency Lord' Brennan@davey_juice·
No chance $now is the greatest dip buying opty this calendar year. I was buying at 85 but there were way better buys on the dip that recovered harder than $now will all year x 10 Also with $now the multiple could continue to decrease and it wouldn't shock me Was buying biz under 20x GAAP earnings growing 70%+ per year like $nvda and $crdo
Mike Investing@MrMikeInvesting

$NOW will go down as the greatest dip-buying opportunity of 2026… Currently down -62% from ATH’s, markets are pricing LLM’s to replace software. The CEO of ServiceNow strongly disagrees, & even just recently bought $3M worth of shares. Jensen Huang, the $NVDA CEO is also bullish on $NOW and believes LLM’s will become apart of software. $180+ incoming within a year time. Mark it…

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Georgi Siana
Georgi Siana@SianaNache79742·
Nigel Farage is the cunt who took UK out of the EU. His children have EU passports. He’s got a monthly payment from the European Parliament. Nigel Farage is a cunt
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Pathfinder
Pathfinder@TronsPath·
@daniel_koss It is not “insanely unusual” but it would be great to be profitable already. I don’t think the thesis for Zeta revolves around them being impossible to copy on the software side. More important is the combination of their data and workflow integration. We will find out
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Pathfinder
Pathfinder@TronsPath·
@daniel_koss If it is so easy to replicate why has Zeta shown 18 consecutive quarters of beat and raises? Looks like they have product market fit. If this was easy and apparently lucrative others would have tried to take business from them? Doesn’t seem to happen considering.
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Daniel Koss
Daniel Koss@daniel_koss·
Since I'm now already hated by all $IREN investors, can I say that I was also maybe the first $ZETA hater on X? 😂 I warned all of you this will pop and then crash. I'm very rarely bearish on any company. If I say something bad about a company, there's a reason! By nature I'm a perma bull. ZETA is one of the most OBVIOUS victims of Claude Code and Co. This is NOT a quality company. Everyone on X loves this company. I think the product has no moat at all and the business is screwed. Many people here don't know that the story of marketing software companies claiming to have a custom AI is multi decades long. Spoiler: everything is stitched together data from external APIs with a super clunky and poorly engineered backend behind the scenes. This is one of the EASIEST businesses to 80% vibe code in a weekend. One of the few businesses that will actually get completely wiped by AI Coding. I don't short, so as always I have no incentive to hurt anyone's gains, but I want to warn many of you who are a bit too naive in copying every hyped X stock.
Daniel Koss@daniel_koss

Calling it now: $zeta is a scam, despite hype. Think it will explode and then crash like crazy. Financials look amazing. Technicals look great. Valuation looks like a nobrainer. One problem: I believe the software sucks and the financials are heavily manipulated.

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Rep. Mike Levin
Rep. Mike Levin@RepMikeLevin·
This should be on the front page of every newspaper in America. A Syrian billionaire needed U.S. sanctions lifted so he could cash in on $12 billion in reconstruction contracts. In an attempt to influence American foreign policy, he proposed a Trump-branded golf course, cut Jared Kushner & Ivanka Trump into a multibillion-dollar real estate deal for a resort in Albania, and had someone physically deliver a stone engraved with the Trump family crest to a Republican Member of Congress with instructions to take it to the White House to get the President's attention. Trump threw his weight behind repealing the sanctions. They were lifted. The contracts are moving, the Trump family’s deals are expanding, and not a single Washington Republican is willing to say a word about any of it. This is a corruption of everything the office of the presidency is supposed to stand for, and the American people deserve to know about it. nytimes.com/2026/04/19/us/…
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Pathfinder
Pathfinder@TronsPath·
@jimcramer I never understood why people take you seriously with that little understanding
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Jim Cramer
Jim Cramer@jimcramer·
Remember, the takeaway from ServiceNow--like it or not--will be that ai is HURTING not helping them because of the decline in gross margins... That will translate into a decline in the IGV as the shorts will be back. NOW 3.89 weighting but it doesn't matter. Immediate transfer to the P-E firms with lots of software debt
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Dr Fraust
Dr Fraust@FraustDr·
@cturnbull1968 It's what you fucking assholes do, so what other choices are there? At least with trump we got some action on closing the border.
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Turnbull
Turnbull@cturnbull1968·
At some point, even the most diehard MAGA has to get tired of this lame bullshit. Seriously, are you proud of this little man always crying foul when things don’t go his way? Would you raise your children to act this way?
Turnbull tweet media
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Pathfinder
Pathfinder@TronsPath·
@CCGator29 @cturnbull1968 Post here the exact details where he was right and then we talk (spoiler alert: courts found him to be wrong >95% of the time…)
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Bowling For Ammo
Bowling For Ammo@BowlingForAmmo·
@0rsonium @AudeJavel79 Yeesh. Look how much of a panic you people are in to prop up your pathetic narrative. You got played son.
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CALL TO ACTIVISM
CALL TO ACTIVISM@CalltoActivism·
🚨HOLY COW: Jon Ossoff just HUMILIATED JD Vance: “I don't know if you saw, but JD Vance was in Georgia this week. NO ONE SHOWED UP. The stadium was empty.” AND THEN OSSOFF WENT NUCLEAR: “But JD came to UGA to attack the Pope, two days after Donald Trump depicted himself as Jesus Christ. The faithless President depicts himself as Christ while he plunges the nation into wars of choice. While he and his family rake in billions from foreign princes. While he plunders our health care to cut taxes for the rich. Meanwhile rent, power, groceries, and health care have hit all-time highs this year. Ground beef's up 20% since Trump took office. Coffee, 40%. Health premiums: through the roof. And remember: while you pay more for everything, the First Family’s wealth is growing by billions of dollars. Because they’re crooks, and everybody knows it."
CALL TO ACTIVISM@CalltoActivism

🚨 OMG. Ossoff just delivered a masterclass on DISMANTLING Trump: “Trump…said we can only fund war then released a $1.5 trillion budget for the Pentagon …Because draft-dodging Donald loves sending other people's children to war.” DAMN. 🔥

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