pcbarber

@pmarca Of course you retweeted this. Totally on brand

@natstewart5 Governor! Back when politics paid

Geez, my wife suggested this as our next home. I better get serious about growing my biz 😂😂

@JoeyZR1 @DeItaone Joey, Joey Joey, first a civics lesson: the DOJ is under the executive branch, so a "majority" won't help there. They need to win the WH. Second, the DOJ under Biden, prosecuted his son. Can you imagine this DOJ prosecuting dumb and dumber?

@DeItaone It’s because if the Democrats gain the majority, they will 100% try to prosecute and weaponize the DOJ , more than they did the last time.

TRUMP PROMISES MASS PARDONS TO STAFF BEFORE LEAVING OFFICE

@RodAlzmann what’s your reaction to today’s news on $MAPS

@JonahLupton In an eff’d up sector, it’s the only name his guest likes long.

@pcbarber Nope but just off technicals (ie VWAPs) it does look interesting here

Just ran one of my weekly stock screeners... Criteria: 2026 revenue growth above 30% 2027 revenue growth above 25% 2026 ebitda growth above 40% 2027 ebitda growth above 30% 2026 ev/ebitda multiple below 25x 2027 ev/ebitda multiple below 20x Current market cap above $1 billion Results: $ALHC $APP $AVGO $BTDR $CRWV $DQ $HROW $IREN $MU $NBIS $NVDA $QXO $RDDT $SEI $SLNO $TBBB $TGTX $VSEC *for stocks with high capex it might be better to use EBIT If you see any stocks missing (that meet the criteria), feel free to comment with the ticker and I'll look it up but please double check the consensus estimates.

@mvcinvesting I'm no analyst, but $DLO is the Rodney Dangerfield of growth stocks; it gets no respect at all. Glad to see mgt laying out plans to begin repurchasing shares.

$DLO Q4 Earnings Report is out. Revenue of $337.9M vs. $296.1M est. 🟢 Adj. EBITDA of $78.4M vs. $76.9M est. 🟢 EPS of $0.18 vs. $0.18 est. FCF of $64.7M, +100% YoY TPV growth at 70% YoY 🤯 2026 outlook: TPV growth of 50-60% YoY Gross Profit growth of 22.5-27.5% YoY Operating Profit growth of 27.5-32.5% YoY ANNOUNCES $300M BUYBACK PROGRAM EXPECTED DIVIDEND PAYMENT OF $57M

@huminds @mvcinvesting Dude, @mvcinvesting has a phenomenal batting average and slugging average. Pony up the dough to subscribe and learn.

@mvcinvesting Vindication…now you have to show that NBIS was not just luck

Exactly one year ago, I launched my newsletter. It’s hard to put into words how I feel right now. Starting this was one of the most life-changing decisions I’ve ever made. Thank you to everyone who’s been part of this journey. More to come! 🙌🏻

@FBIDirectorKash Fret not. March madness starts next week and you can get back to doing what you do best

Earlier today, an armed individual opened fire at Old Dominion University, leaving one person dead and two others wounded. The shooter is now deceased thanks to a group of brave students who stepped in and subdued him – actions that undoubtedly saved lives along with the quick response of law enforcement. The FBI is now investigating the shooting as an act of terrorism. Our Joint Terrorism Task Force is fully engaged, embedded with local authorities, and providing all resources necessary in the investigation. In the meantime, please pray for the victims, their families, and the ODU community.

@Spaceillionare @mvcinvesting He did

@mvcinvesting I'm a substacker and didn't see you post about buying this position 2 weeks ago?

New all-time high. Deep Dive coming later today.

@mvcinvesting Was that you moving the price?😊

Two weeks ago, I started a new position. Today I had the chance to meet with the CEO to ask a few questions, and I’m even more excited about the opportunity. I won’t share much publicly for now since it’s a somewhat illiquid microcap, but a Deep Dive is coming soon.

@JonahLupton @coolsd20 Everything I've read recommends 170+ degrees. The description on both of these tops out at 140. What is your take on the 170+ degrees recommendation? Or do these actually get that hot?

@coolsd20 This is the one I have in Boston… a.co/d/0b25TW5n This is the one I have in Miami a.co/d/09xPugWU

I’ve always wanted to build a home gym so I’m finally doing it. 3 pieces down. 7 more to go. fwiw, I bought all my stuff from gmwdfitness.com I have no affiliation with the company; I simply found them with some google searches then checked out their social media pages. tbh, the prices were so reasonable that I was worried it was low quality equipment but I’ve been pleasantly surprised. I’ve only put together 3 machines but I’d say the quality is 70-75% as good as any commercial gym at 20-30% of the price. For instance, the chest press I bought from GMWD was only $600 whereas a similar chest press at a commercial gym could easily cost $3–4k I placed the order last Friday morning and 80% of the equipment has already arrived. I believe 2 items are on backorder until later this month with a few more boxes coming tomorrow. If you’re looking to build an affordable home gym for you or your family I’d definitely consider GMWD. I even included my full order summary so you can see the prices and pictures. Enjoy your weekend 🎉

@sama Department of War? I suspect the contract reads Department of Defense. But go ahead, keep sucking up to these clowns.

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement. We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only. We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements. We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.

@JonahLupton 10 days of float was short. Should be interesting tomorrow

Very strong earnings report from $TMDX Q4 revs of $160.8M, up +32% YoY Q4 eps of $0.63 (basic), up +231% YoY Q4 eps of $0.53 (diluted), up +179% YoY 2025 revs of $605.5M, up +37% YoY 2025 net income of $107.5M, up +203% YoY $TMDX gave CY2026 revenue guidance of $727-757M which implies 20-25% YoY growth or 22.5% at the midpoint. Keep in mind, 12 months ago when $TMDX gave their initial CY2025 guidance they started at 22.5% (midpoint) yet they ended up doing 37%. I don't know if $TMDX can do 37% revenue growth again in CY2026 but I'm very confident they'll do at least 30-35%. Anyone that's followed this company the past few years would understand this because Waleed always sandbags guidance. If he's starting at 20-25% then it means $TMDX can get to 30-35%. Assuming $TMDX does 32.5% revenue growth this year, it would put CY2026 revenues at $802.3M which means $TMDX is currently trading at 5.7x NTM revs and 22x NTM ebitda. $TMDX is 30-40% undervalued when you consider their fundamentals, margin expansion, international growth opportunities (Europe & Asia-Pacific), their NOP network and their IP portfolio for OCS including nextgen OCS 2.0 machines (currently in trials). NFA. DYOR. *I own $TMDX personally and so does @FirstWaveFund

@danpfeiffer I feel sorry for Iran this weekend, because daddy definitely has to take it out on someone

I keep seeing people say that the SCOTUS ruling on tariffs will help Trump by taking economic matches from the baby. That's wrong. It's almost certainly going to make his political problems worse, because the ruling shines a light on the tariffs, and he is going to use other authorities to raise people's prices.

@JuliaEAinsley Complete with Stabbin’ Cabin in back

See pictures of a luxury jet that ICE says will be used for both deportations and Noem’s travel. OMB is currently deciding whether to approve the $70 million purchase nbcnews.com/politics/immig…

@SingularityRes Hey they beat with ease. That’s all I care about today

@pcbarber sadly it was wildly off. It was a great learning experience though

This week would be the first time my $OPEN tracker would be able to measure its accuracy I started working on it in late- Aug and this is almost 6 months of efforts in collecting data. My data suggest it will marginally beat earnings. $OPEN 🚀🚀🌕🌕

@SingularityRes @SOMHITOTS Bberg has consensus at $594.9 for 4Q rev.

@SingularityRes @SOMHITOTS street estimates or mgt guidance?