Poppa Meadows

@DeepSailCapital $FRMI , unprofitable, a history of scam behind the board, convictions, resignations, no borrow fee. Trading 3x above overinstated book value while it's slowly decomposing

Semi Regular Thread: What is your best short idea right now? Please provide ticker and reason why. #shortidea

@SixSigmaCapital Who are you talking about ? Almost all investors i follow, including me said it's a bargain. Are you following cryptobro522 as thoughtleader ?

I remember the "thought leaders" on this platform hating on $GOOGL when it was 130 & writing 20 page articles/novels about how it was done. Back slapping each other. Anything could happen to the stock but the numbers don't lie. What a turn around by $GOOGL

@TheSpaceSoviet The market decided to think that Trump will get it so wrong that the Fed will have to print again, or that he will be removed from leadership because of dementia. Either one, this is the narrative now, not completely rational

I'm increasingly convinced that there is never going to be a major crash again. The market is so divorced from the "real" economy that 90% of the population could be eating dirt and the S&P would still be noting record gains.

@joecarlsonshow I am not surprised of volatility in a stock with above 40 PE, what do you expect ? If it had 10 PE, it would have been +20% on the day

Today follows the long-held and respected tradition of Netflix putting out a banger earnings report and the stock dropping 10%. We must respect the tradition, as the stock will inevitably grind back to all-time highs in the coming months.

@pvergadia Robot tax is stupid and wont work, just like global tax doesnt work. There will be states that provide compute without tax, same as pollution, a prisoner's dilemma that is automatically played on double defect cuz humans are monke

🤯BREAKING: Researchers just mathematically proved that AI layoffs will collapse the economy: and every CEO already knows it. The AI Layoff Trap. A game theory paper from UPenn + Boston University is glaringly important! 100K+ tech layoffs in 2025. 80% of US workers exposed. And no market force can stop it. → Every company fires workers to cut costs → Every fired worker stops buying products → Revenue collapses across every sector → The companies that fired everyone go bankrupt It's a Prisoner's Dilemma with math behind it. Automate and you survive short-term. Don't automate and your competitor kills you. But everyone automating destroys the demand that makes all companies viable. UBI (universal basic income) won't fix it. Profit taxes won't fix it. The researchers found only one solution: a Pigouvian automation tax "robot tax" The AI trap on the economy is here!

@patientinvestor You post this, but you are not doing what the priests say.. you speculate a lot

During the peak of the dot-com mania, a Berkshire shareholder told Buffett & Munger to “speculate” 10% into tech & software. Their answer is a masterclass in discipline:

@wallstreetmil I will not, i am not invested in any ai, except google. Being down to earth and sticking to facts is what i do, and you should be free of narrative-based thinking. I also think Sam altman is a scamboy, openai is extremely overhyped, and that SWE is getting disrupted

@MeadowsPoppa Yeah sure, you should invest your life savings into Anthropic when it goes public. Maybe also pull out a loan to buy more.

Anthropic's CEO Goes Off The Rails

@wallstreetmil Things are changing very fast, go ahead ask any dev about Opus4.6 . It is not my gut feeling, it's my real life experience as a professional. Also they can't even find devs willing without AI to redo the experiment. Plz be clear headed, i like WSM metr.org/blog/2026-02-2…

@MeadowsPoppa The METR study shows Claude makes software engineers less productive. Do you have any evidence to refute this? Or is it just your gut feeling?

@pennycheck Yeah i'm guessing you also listened to that weird podcast with Hal Putoff and etc last year, that was a really interesting piece.

interesting to see if this story gains amentum i mean momentum ---- next logical step for this timeline

@BeuvingJordy Buy, but not at 220 PE ;)

Capital light vs capital intensive

@ACapitalLP I am trying to come up with some coding tests for SWE candidates while i'm doing 95% of my code writing with AI. It feels like things are changing, but for real this time. A bit scared bureaucracy is not gonna tame the shock well enough

@patientinvestor $APP is a fraudulous overvalued piece of trash shitco. You can buy it all, sell the house

Stocks expected to more than 3X their revenue in the next 5 years: AppLovin $APP: +212% Broadcom $AVGO: +273% Rocketlab $RKLB: +283% AMD $AMD: +291% Nvidia $NVDA: +342% Palantir $PLTR: +469% Ondas $ONDS: +1983% Nebius $NBIS: +4701% ASTS Spacemobile $ASTS: +6222%

@SixSigmaCapital Opps like .. ?

Btw my unpopular opinion is I do think $DUOL stock will work from here. I don’t have conviction in the company but really rate the CEO. Too hard pile for me ultimately and better opps out there

Bought 1 share of $DUOL at $109 because X influencers said it can 100x. Should be $10,900 soon

@BullMysterr @patientinvestor What are you even talking about, S&P is up 14% TTM. What overvalued speculative shitcos are you holding

@patientinvestor Buying here is what makes generational wealth

Panic is temporary. Recovery is inevitable:

$APP oh seems like it was swimming naked, who would have thought. Just 50% more to drop to reach a valuation for a non-scam shitco, which this isn't.

@Jesse_Investing @FuzzyPandaShort Yes, because this is a serious infra shop ofc. 110%, can i tag you when this collapses ?

@FuzzyPandaShort If this is all nonsense, why would Primary Digital Infrastructure publicly partner and risk their reputation? Serious infra shops don’t lend their name for Twitter narratives.

omg this $NUAI analysis is ridiculous A) Read the date -- 13-G should've been filed on Dec 3, 2025 B) Who is Yang Hanju? She is the MOM of Zach Zhou. Zach yolo'ed long $NUAI BEFORE the NM AG charged it's CEO with fraud Real story = Son bagged his mom during thanksgiving

@Zer0H1ro @GoogleDeepMind looks a bit like Ep$tein island tbh

Nothing unusual: #Genie3 from @GoogleDeepMind emulate itself inside a simulation

@KobeissiLetter You forgot to mention high inflation for prolonged periods , but yeah

A weaker US Dollar helps drive: 1. Looser financial conditions (rate cuts) 2. Higher nominal GDP growth 3. Higher asset prices 4. Higher US exports and a lower trade deficit 5. Easier debt servicing for the US government This is why Trump said the Dollar is doing "great."