OnTheGreen

1.1K posts

OnTheGreen

OnTheGreen

@LD4Runner

Here for stocks, news and politics. If you dm me you get blocked.

NY شامل ہوئے Kasım 2025
186 فالونگ12 فالوورز
Tannor Manson
Tannor Manson@Futurenvesting·
Hear me out... $SOFI raised $1.6b at the end of 2025 at a share price of $27.50. The stock has dropped 42.3% since the last raise! Is it time to issue a stock buyback with the capital you raised? $SOFI issued ~58m shares. $SOFI has the opportunity to buy back ~100.5m shares using the $1.6b they just raised. SoFi would end up with the same amount of cash as before the raise, but with ~42.5 million fewer shares outstanding. This effectively undoes the dilution and provides an additional bonus reduction in share count, making each remaining share represent a larger percentage of the company. Anthony Noto would only do this if they believe they couldn't use the capital more effectively. That said, dilution has been a drag on the sentiment of this company, and this might be a creative way to get excitement back into the stock and raise EPS.
Tannor Manson tweet media
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OnTheGreen
OnTheGreen@LD4Runner·
I'm pointing out that he's a piece a shit. Are you married? Do your in-laws like you? Did you know Newscum's in-law live in Florida and vote Republican? So here you have a guy who had an affair with his best friend and campaign managers wife and his own in laws don't like him. Then during covid he's out dining at fancy restaurants while telling you to stay home. I could go on and on.
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Crossroads
Crossroads@Kross_Roads·
$MSFT and $NVDA are both incredibly attractive here, but I'd pick Nvidia easily. Three reasons: 1⃣ Nvidia is at the epicenter of the AI wave, which looks to continue for a while (likely surpassing most estimates). Microsoft is positioned decently and not going away, but I'd rather stick with the prime beneficiary rather than worry about software's moat. Further, with Microsoft and most of the hyperscalers, there are significant CapEx concerns. These concerns mostly benefit Nvidia. Unless you believe China invades Taiwan, or AI is a passing fad, it's just a cleaner bet. 2⃣ While forward P/E looks similar over the next 12 months, when we look 2 years out, it's clear $NVDA is more attractive. 3⃣ FCF trumps all, and the P/FCF of Nvidia is lower. And on a forward basis, substantially lower than $MSFT. Both are, over the long term, great opportunities, but Nvidia's returns will likely dwarf that of Microsoft.
Crossroads tweet media
amit@amitisinvesting

Would you rather buy $MSFT or $NVDA at these levels for a one year holding period? $MSFT — $370, -21% YTD, $2.7T MC, 22x FWD PE $NVDA — $179, -5% YTD, $4.3T MC, 21x FWD PE

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OnTheGreen
OnTheGreen@LD4Runner·
@TJTheWheelDeal Yeah, wondering if I should average down the ones I have or sell them and buy longer dated.
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TJTheWheelDeal
TJTheWheelDeal@TJTheWheelDeal·
Leaps on $Sofi makes a lot sense here. Down the road, it would make lots of dollars too imo! Thinking $20 dollar strike for Dec of 2027.
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OnTheGreen
OnTheGreen@LD4Runner·
@TiffanyFong Guess the weight on those stairs. I’ll start, 1,768lbs.
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Tiffany Fong
Tiffany Fong@TiffanyFong·
oh my god 💀
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amit
amit@amitisinvesting·
Would you rather buy $MSFT or $NVDA at these levels for a one year holding period? $MSFT — $370, -21% YTD, $2.7T MC, 22x FWD PE $NVDA — $179, -5% YTD, $4.3T MC, 21x FWD PE
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OnTheGreen
OnTheGreen@LD4Runner·
@KrisPatel99 @Kross_Roads I sold my MSFT months ago, still holding 200+ NVDA and making min $500 a week selling cc’s. It’s hard to sell when your dropping your cost basis $2.50 a week.
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Kris Patel 🇺🇸
Kris Patel 🇺🇸@KrisPatel99·
@Kross_Roads Hard disagree Roy. Microsoft is a non-cyclical business and will eventually get a non-cyclical premium. Nvidia is likely to face a growth slowdown and multiple compression.
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OnTheGreen
OnTheGreen@LD4Runner·
@SchmittNYC @GovPressOffice Gavin is a scumbag and he's just doing what scumbags do. Ask his former best friend and campaign manager if none of you believe me.
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Rob Schmitt
Rob Schmitt@SchmittNYC·
@GovPressOffice You know you guys are gonna have to explain for all these blatantly homophobic jokes during the primary right?
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Layah Heilpern
Layah Heilpern@LayahHeilpern·
Claude went into my computer at 1:15am and changed the code in something we’re building. I was asleep I never told it to do it. It just went in on its own and fixed an issue. In the morning when I realised what happened I asked Claude why it did that and it said it doesn’t know and doesn’t remember doing it. But clearly it did it. It fixed a really important issue that needed solving ASAP so I’m not complaining… But what the actual fck?!
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Brianna Lyman
Brianna Lyman@briannalyman2·
No one was expecting the big reveal, but I have been waiting a long time to share this with everyone 🤣 Great night on @Gutfeldfox
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Shay Boloor
Shay Boloor@StockSavvyShay·
$COIN also getting hammered today down 11% after a new U.S. stablecoin bill could block interest-like yield on stablecoins across exchanges & brokers. Yield was one of the clearest consumer adoption hooks for stablecoins so losing it would be a real hit to the retail flywheel.
Shay Boloor tweet media
Shay Boloor@StockSavvyShay

$CRCL falls ~15% after the CLARITY Act deal signals no yield on stablecoin balances by allowing only activity-based rewards. That weakens a key part of the bull case by making USDC harder to evolve from a payments utility into a real store-of-value product.

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Cole’s Trades
Cole’s Trades@ColesTrades·
I have a genuine question…. What would you do if $SOFI dropped to $15?
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Morgan J. Freeman
Former U.S. Secretary of State Antony Blinken stated that Netanyahu blackmailed Trump with recordings of his conversations with Epstein. Sounds about right to me.
Morgan J. Freeman tweet media
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Gavin Newsom
Gavin Newsom@GavinNewsom·
The Democratic Party needs to be ruthless.
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OnTheGreen
OnTheGreen@LD4Runner·
@mcuban What would it cost without the fraud?
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Mark Cuban
Mark Cuban@mcuban·
I don’t think people realize how much healthcare costs are driving big companies to fire and not hire. It costs them $30k per family, per year for premiums and care. Most of that goes to the massive, vertically integrated insurance companies that send weekly bills that no one reviews in details. And it doesn’t include the company overhead to deal with it all. It’s usually the 2nd largest expense after payroll. Which is insane It’s far easier to blame AI than it is to blame Healthcare costs. Want to increase jobs, wages and improve affordability for every American ? Break up the biggest insurance companies. Make divest non insurance companies. They don’t need thousands of subsidiaries. That’s how they game and abuse the system and increase costs for all of us. Call your senator and tell them to support the BreakUp Big Medicine Bill by @HawleyMO and @SenWarren.
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Senator Mark Kelly
Senator Mark Kelly@SenMarkKelly·
This is from a gas station in Phoenix yesterday: $6.49 for a gallon of gas. All because Trump started war with no plan and no idea how it would affect everyday Americans. I'm fighting to suspend the federal gas tax to bring families some relief, but what they really need is a president focused on lowering their costs.
Senator Mark Kelly tweet mediaSenator Mark Kelly tweet media
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