JIIRO
2.7K posts
@jirokillua Funny…I thought all football promotions were bought and paid for regardless of whether it’s Wrexham or not.
Without money you go nowhere.
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@Futurenvesting If your total revenue is $215B and your annual capex is $190B no way your net income is still $70B
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What's going on with $META?
It was sitting at ~$608/share back in Dec 2024 with:
• $164.5 B Total Revenue LTM
• $62.4B Net Income LTM
Now today at ~$608/share with:
• $215.0B Total Revenue LTM
• $70.6B Net Income LTM
A 30.68% increase in revenue and 13.19% bump in net income at the same price... Who's buying?
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@jirokillua Why waste your time working all that out? Wrexham aren't getting top 6. End of.
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Bought $GOOGL at 160. Sold at 300 after a massive run. 🤦♂️
I thought I was being "smart" by taking profits, but I was actually just being impatient. The company's story remains exactly the same as it was on day one.
Mistake: Selling a winner for no real reason
Lesson learned: Let your winners run as long as the thesis holds. 📈
Thank you 🙏🏻
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@CarsonTalkMoney @bigbobinvests Correct.
“The sale was executed under a pre-arranged Rule 10b5-1 trading plan.”
“While Anthony Tan is specifically noted for this sale, multiple Grab insiders sold a combined 552,819 shares in the 90 days preceding late April 2026.”
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@bigbobinvests @jirokillua It’s not bearish, it was a routine sell… if he sold out of blue it would be a red flag
A lot of his pay comes from SBC, so he slowly sells it
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@bigbobinvests @CarsonTalkMoney There will be some selling pressure when there’s a large sell order to absorb like this so I’m not surprised
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@jirokillua @CarsonTalkMoney 100% agree, do you think that’s the reason for today’s aggressive sell off ?
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All eyes on Tuesday $SHOP $AMD
Wednesday will be interesting too $UBER $NVO
Jeremy Lefebvre@HolySmokas
Which stocks you own reporting this coming week? 😈😈 Say it with me
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@bigbobinvests @CarsonTalkMoney Correct. This is nothing as far as he is concerned. Whether it means anything to investors are up to the investors interpretation
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@jirokillua @CarsonTalkMoney Okay so let’s say he has 95 million class B shares, and 500k left of class A shares.
He still has $400 million dollars of $GRAB
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@bigbobinvests @CarsonTalkMoney Because he has class A and B shares. He mostly hold class B which has more voting power. When he wants to sell he convert them to class A and then sell them
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@jirokillua @CarsonTalkMoney I don’t know how they said he only has 1 million shares but he has 96 million
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I pretty much stopped going to $SBUX a long long time ago.
Extremely overpriced and the coffee is always burnt. And yet the line remains long…..
Wall Street Apes@WallStreetApes
Starbucks CEO defends a cup of coffee costing $9 He says the customers needs to just not think about it as a $9 cup of coffee, you’re paying for the “experience” of getting a Starbucks coffee “In some cases a $9 experience does feel like you're splurging, and then what that means is we have to make it worthwhile.” He says Starbucks customers “want to have a special experience and regardless of what your income level is, in some cases, a $9 experience does feel like you're splurging — well, this is a really affordable premium experience” How out of touch could a person possibly be…
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@bigbobinvests I really don’t know, it kind of just fell of a cliff! It went from up 3% to down on the day, on no news
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$NOW six years ago:
• $90/share
• ~$7B total RPO and ~$250M operating profit run-rate
$NOW today:
• $90/share
• ~$28B total RPO and ~$2B operating profit run-rate
The stock round-tripped but the business kept compounding.
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Inside #Mag7, $MSFT looks like the best risk-reward
$AMZN $GOOG already ran up a lot
Nobody knows why $META need to spend so much CapEx
$AAPL has no growth
$TSLA has negative revenue growth
$NVDA has a $200 ceiling
$MSFT 25X PE, EPS growth 17%, why wouldn’t it work?
*NFA
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