CodeBreaker

@narmacnetworth Luckily for Zuck is no matter how hard he messes up it just won’t matter. His company generates so much cashflow taking wild bets don’t hurt the company.

Zuck has been an absolute disaster of a leader past few years -metaverse (massive miss) -ai (early but massive miss) -scale aquihire (massive miss) Speaking to some senior folks at the co it seems everyone (directors alike) are genuinely worried abt their jobs and what’s next due to massive swings in priority and horrible WLB with no direction Not kidding, it’s time for meta to have a real conversation about a CEO who can operate. Zuck is missing the Mark pun intended.

@oliver00a @joecarlsonshow I mean if your a trader that can trade momentum well sure. I’ve never been very good at it. I don’t necessarily believe that momentum is a superior style of investing. I’m fine with investing based on fundamentals and I have been doing somewhat well. I’m down like 3% ytd.

@ffxivshield @joecarlsonshow But u don’t need to be like everyone else. People long energy & short tech are up big. Instead of blindly buying the dip, why not wait till you have confirmation that things have turned for the better? Momentum matters more than fundamentals/valuations. Price action does not lie.

When you compare Netflix standard price with how much they spend on content, their price per content has not gone up, it's gone down.

@oliver00a @joecarlsonshow So has virtually everyone’s portfolio. US stocks are not doing well ytd.

@joecarlsonshow When you continue to be a fundamental analysis bagholder and disregard price action, your YTD return has not gone up. It’s gone down.

@AlphaBourse_ @joecarlsonshow Yes more frequent is good. If it wasn’t such a hassle I would want to see monthly reports. But it’s fine at quarterly.

@joecarlsonshow If less frequent updates are “bad”, then by this take more frequent updates should be “good”, no ? But I don’t think you and I would want to see companies report monthly earnings reports, which is just more noise

This is honestly just a terrible development. Part of the unique value of the public markets is liquidity. Making it so companies are required to update their investors less frequent means we are moving towards opaque, confusion, and lack of data. And there’s nothing “long term” about getting less frequent updates. One of the most long term focused companies ever is Costco, which releases KPIs *monthly*. Removing the quarterly reporting period will just give investors less data to work with and make it so insiders can sell out of a stock long before the public is aware of the problems.

@The1LC @retardedusa @unusual_whales lol publicly traded companies do have to report because they are taking your money as an investment.

@retardedusa @unusual_whales There’s no right for any private company to have any transparency with anyone.

BREAKING: The Securities and Exchange Commission is preparing a proposal to eliminate the quarterly earnings report requirement and instead give companies the option to share results twice a year, per WSJ

@QualityInvest5 Are you doing a bit?

I have precisely zero dollars in my savings My entire net worth is invested in 6~ stocks Thoughts? 😅

@DrRitaDed @KimPrather1 Are you sure about that? More so than an Obama?

@KimPrather1 He was the best of all time

Give me on single reason besides racism you didn't vote for this queen.

@QualityInvest5 I really like Meli but I get it. It is a bit of a risky stock I wouldn’t suggest having it more than a small position. Have you consider Veeva Systems ( $VEEV ) it’s something I’ve been looking into.

shoulve added a 3rd caveat: " AND NOT $MELI "

Bored, need new stock ideas Preferably it has some moat, growing decently fast 👇

@georgisfefanov @joecarlsonshow I think it’s more about developing it for their own purposes. They don’t want another Apple situation where they are depending on other companies products to operate.

@joecarlsonshow Problem is they are spending hundreds of billions in capex for something that probably never gonna work just like the Metaverse. They never gonna win the AI race so it is pointless to burn so much money for nothing.

Darn! My entire investment thesis in Meta was that they would release the Avocado AI model specifically in March. Now that they pushed it back to May, the thesis is broken, destroyed, over. Said no investor ever… Let’s be honest here, the majority of you had no clue they were even planning on releasing this model in March in the first place. I refuse to believe that any serious investor is selling Meta on today’s news.

@mvdkloet @joecarlsonshow @KULOLO808 Network effects

@joecarlsonshow @KULOLO808 Moat? LOL

Tesla will endlessly delay products for over a decade and the stock will rocket to new highs with a 200 PE. Meta delays a product for 2 months and sells down to a 20 PE while growing 5x as fast as Tesla. This is the market we’re in today.

@KULOLO808 @joecarlsonshow @elonmusk Well just know a lot of that is priced in. I don’t believe in that future so if it turns out to be true the valuation will compress (unless it maintains growth outlook) if it isn’t the stock will crash. Idk if I can buy a company with flat revenue.

When I look towards the future in investing, $META’s suite of products and services is facing extremely tough competition from $TSLA and @elonmusk’s entire ecosystem. Tesla is still absurdly early in capitalizing on what could be the greatest cash-flowing opportunity in the history of the world.

@caitoz Well someone is unhappy

Fuck the US. Fuck Israel. Fuck Trump. Fuck Netanyahu. Fuck Zionism. Fuck Trump supporters. Fuck the Republican Party. Fuck the Democratic Party. Fuck war. Fuck everyone who helped make this war possible. Fuck the western press. Fuck warmongering think tanks. Fuck the Israel lobby. Fuck the military-industrial complex. Fuck the western intelligence cartel. Fuck the western empire. I hate everyone who inflicted this nightmare upon my species. If you stand by this senseless US-Israeli act of depravity, then I consider you an enemy. And I will never stop reminding everyone of the psychotic agenda you supported. You own this. This is on you. It's on you forever.

@damienvermande5 @joecarlsonshow Your pretty unserious if this is the biggest point you got

@joecarlsonshow note that this "powered by" was not present as of only a few months ago.

Crazy levels of insecurity on display here. You didn't invent a chart-builder Braden. Literally every stock website has that, most of them before you. Qualtrim pre-dates Fiscal AI (or finchat) by like 4 years. And it's largely stayed the same with small enhancements. Anyone that tries out Qualtrim and Fiscal AI can see that they're very different (I recommend everyone try out both). But crazy that you're this fixated on me. I'm a YouTuber that has one developer and I offer the website and exclusive content for 10 dollars a month. This was something I built specifically for fans of my channel so they can have a reasonably priced investment tool. Best of luck in the future.

@qualityequities @joecarlsonshow Seeing that this stock use to trade at 80+ PE I think it’s probably back to where it should be

Is there a disconnect between $FICO FICO's intrinsic value and its current share price?

@QualityInvest5 It’s definitely not cheap but it seems like chip cycle is still going so I would hold. It might decline in a few years but maybe this is one of those that just has guaranteed revenue growth but they are bunched up in certain years and best not to time.

If you were in my shoes with nearly 30% $ASML Would you peel off a few shares to allocate to more undervalued ideas?

@QualityInvest5 Yeah I am about -4% on the year. Market is kind of brutal to my portfolio this year so far

Ive averaged -1K over the last 23 days I dont even wanna check my YTD return 😆

@joecarlsonshow 😂

“How was your weekend” - normal person “I spent the weekend buying guns and ammunition to defend myself against the inevitable AI army that will take over the world as AI has reached a point where it’s writing its own code and is better than humans at everything” - Average X User

@joecarlsonshow Yeah it’s pretty weird times. I’m around -1.5% on the year. Have a lot of cash in the portfolio to buy some opportunities so I am not absolutely sad that the year started a bit rough.

What we have learned from the market the past few weeks is that AI is going to replace every stock you own, and the companies that are going to power AI are also not worth anything. Have fun investing.

@QualityInvest5 We still have many less developed countries left so as far as I am concerned they can still grow.

I do often wonder, when does big tech stop growing —> Surely the law of large numbers EVENTUALLY catches up right? Like surely $META eventually runs out of humans to bring onto their platform Surely $GOOGL search becomes mature at some point? $AMZN E-com has a theoretical ceiling eventually… right?

@AISavvyCapital @ConnorJBates_ I don’t think he is implying that amzn is a bad company. I think he just saying buying at 2021 highs was a bad idea.

@ConnorJBates_ Nope, you’re cutting out a time Period That favors your tweet. If you had 12 months to this, it’s gonna be like 40%.

Imagine being an $AMZN HODLER the past 5 years... +20%