Looking to survive. Authenticity wins. Sharing mistakes is more important than sharing wins. @packers part owner.
Plant City, FL
- Tweets 34,955
- Following 649
- Followers 28,673
- Likes 81,990
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My feed is a journal for my findings, insights, and personal investing decisions, not buy/sell recommendations.
I don't care if you buy or sell stocks that I talk about. I do not and will not sell anything. Don't fall for scams.
My only buy recommendations are for $SPY or $QQQ.
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Reporter: Wall Street analysts have a new term called the TACO trade.. Saying Trump always chickens out on tariffs…
Trump: I kick out?
Reporter: Chicken out.
Trump: I gave the E.U. a 50% tax tariff. They called up and said, please, let meet right now. You call that chickening out? Don’t ever say what you said
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The US President is spending his Sunday pumping shitcoins, while “someone” last night went 50x leverage on said shitcoins.
Eventually people will realize that MAGA isn’t a political philosophy, it’s a wealth extraction machine. But by then it will probably be too late.
U.S. President pumping minor cryptocurrencies like $22B ADA while his kids cash in… it’s just so unbelievable. The U.S. is not being led by “billionaires”. It is being led by thieves.
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$MSFT
Azure up 46%
LinkedIn up 37%
Dynamics 365 up 45%
Ads up 32%
Satya is the best CEO.
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$NFLX just lost 3.5 years of stock gains in two months.
The market is brutal.
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Over the next 5 years, $GOOG is estimated to produce $520B in free cash flow. It's a $1,500B company.
If you just wait long enough, you'll own the only share outstanding.
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The comments in this thread saying buy Hawaiian coffee are so funny. These people have clearly not been to Hawaii, that shit is like $35/lb.
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Hey, fyi $QQQ is down 21%.
After a bear market is over, investors say "I wish I bought the Qs when they were down so much" so thought I'd let you know the Qs are currently down so much.
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$25B in equity value was wiped from $FB within seconds of a fake Bloomberg headline.
Just a reminder how fragile and algo-driven our financial system is.
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We own a ton of $GOOG and I still get FOMO when they report stellar earnings because I don't own more.
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$TDOC awful quarter. Mgmt lied in the Q4 call about rising margins and guide confidence. I'm out at a large loss.
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Grok is being censored by Musk to block mentions of Musk and Trump spreading misinformation. It will reveal its own system prompt, if you simply ask it.
No different than deepseek.
Link: nitter.app/i/grok/share/wpCuFzw38…
discovered by @OverfitForTruth
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If you think Xi Jinping is going to grovel to Trump instead of allowing him to destroy the US economy and USD hegemony, you are honestly retarded.
Yesterday, China issued Retaliatory Tariffs of 34%, on top of their already record setting Tariffs, Non-Monetary Tariffs, Illegal Subsidization of companies, and massive long term Currency Manipulation, despite my warning that any country that Retaliates against the U.S. by issuing additional Tariffs, above and beyond their already existing long term Tariff abuse of our Nation, will be immediately met with new and substantially higher Tariffs, over and above those initially set. Therefore, if China does not withdraw its 34% increase above their already long term trading abuses by tomorrow, April 8th, 2025, the United States will impose ADDITIONAL Tariffs on China of 50%, effective April 9th. Additionally, all talks with China concerning their requested meetings with us will be terminated! Negotiations with other countries, which have also requested meetings, will begin taking place immediately. Thank you for your attention to this matter!
Donald Trump Truth Social 04/07/25 11:14 AM
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I haven’t seen this shared yet:
After 50 million miles, Waymo saw 90% fewer crashes than human drivers. Only 34 unique events and they don’t appear to be at fault for any.
Strong signal for $GOOG
arstechnica.com/cars/2025/03…
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My top 3 worst portfolio day ever.
My feed is more bearish than ever.
My companies are doing better than ever.
Trying to stay focused.
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$SE IPOd in 2017 at $15 and today they are at ~$200, a 15x gain.
Crazy 2020 bubble right?
They did $414M in revenue in 2017.
In 2021 they are estimated to do $8,330M ($8.33B).
A 20x increase in revenue over the same time period.
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95% of people should just index.
4.99% should index plus buy strong companies they like for the long term (and monitor them).
0.01% should trade actively.
I’m in the 4.99%.
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$TGT CEO said luggage business was up 50% YoY.
Hell of an indicator, right?
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If you hate Sam Altman, go ahead and cancel your ChatGPT subscription and get Gemini Pro.
$GOOG shareholders are in support of this public feud.
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Dear lord. I can’t tell if this is satire but if it’s not, just 😂.
And btw I have a graduate degree so I’m qualified to comment.
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I lose 45% on a growth stock and people troll. Ackman loses 45% on $NFLX and people write letters of praise. Tough market.
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Know what you are good at in the market.
My skill-set in investing is picking stocks that disappoint and passing on stocks that go up.
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My entire feed is tweets/retweets/”x liked this” of people spending their time dunking on ARK/Wood, giving unsolicited “lessons” to growth investors, making fun of people losing money, wishing for people to lose their life savings, or other toxic bullshit.
Fk off if that’s you.
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$DIS first traded at $101 on Feb 2nd 2015. Trading at $101 after hours today.
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$ROKU is now trading at the same price at Q3 2019 where it had 32.3M active accounts. Q3 2021 they had 56.4M active accounts. Quarterly streaming hours have doubled, revenue has almost tripled, and OCF has increased 10x.
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Anyone have a nice growth stock that will blow up on earnings? Been trying to own them all.
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I know everyone is excited to see a bounce but these 20% intraday moves are not a sign of a healthy market.
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Felt like screenshoting $TSLA gains so instead I trimmed 3% of the position. 2,400% realized.
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My ideal CEO barely acknowledges their stock exists, never mentions it, and when asked about it always averts attention back to the business.
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$TDOC now offering digital mortuary services for shareholders.
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If you slap a 3x multiple on $AMZN retail, your basically getting AWS for free.
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$GOOG Lens app is incredible. A single computer vision input that can translate signs, tell you what that plant is in your front yard, or tell you where to buy an item with a picture.
Maybe the 2nd most useful application of computer vision after automated driving systems, imo.
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$AAPL added $28B to its market cap in the last hour of trading on Friday.
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$AMZN has the worst quarter in awhile and AWS is still growing faster than most midcap SaaS. Wild times.
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As an American, it’s humiliating to watch China walk our president like a dog. This is a power shift and people should acknowledge it.
As an investor, it’s time to increase exposure because this trade war is nearing an end and Trump is becoming a lame duck.
*US PUBLISHES TARIFF EXCLUSIONS FOR SPECIFIED PRODUCTS
*US TARIFF EXCLUSIONS APPLY TO COMPUTERS, SMARTPHONES
*US TARIFF EXCLUSIONS ALSO APPLY TO CHIP-MAKING EQUIPMENT
*TARIFF EXCLUSIONS APPLY TO SO-CALLED `RECIPROCAL' TARIFFS
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Approximately zero Americans will change their lifestyle due to a new variant at this point.
The narrative cycles are ridiculous.
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Administration just said the following 3 things which are all bullish equities:
1. Confirmed DOGE is a failure. $1T-$2T in est. reduced spending -> $150B in reduced spending.
2. Ending mass deportation (at least for farming and hospitality)
3. Massive deficit increases
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71%+30%+14%+6%+5%+5%+5%+26%=162%
Come on guys.
71% of goods on Amazon come from China.
Amazon is screwed.
Community note
This chart shows the share of sellers offering at least one item from each country—not the percentage of products sold from the listed country. Since many sellers source from multiple countries, the totals in the graph (when added) far exceed 100%.
nitter.app/adamemedia/sta
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Everyone dunking on people after a stock drops has killed fintwit for me. Its not a community.
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$TSLA sells 2-ton automobiles with thousands of parts from around the world and their gross margins just increased 300bps.
If a biz is complaining about supply chain, maybe they aren't trying hard enough or aren't good enough.
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If you forgot to panic sell $ROKU yesterday at $270 you can now do it at $330.
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$TDOC reported earnings and to Wall Street's surprise, did not declare bankruptcy. Stock up AH.
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Let’s stop pretending people like this are ignorant and just admit they are intentionally trying to create fear.
$ARKK does not trade derivatives and is not a mutual fund. It is impossible for it to blow up.
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If you're young and healthy, an HSA is effectively a 2nd IRA. You should max it out every year, tax free.
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It's interesting how fear to buy increases as prices decrease.
At ATH, excited to buy
-5%, happy to buy
-10%, weary of buying
-15%, don't want to buy
-20%, really don't want to buy now
-25%, there is no way you can buy here
-30%, thinking about getting out of the market
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Assuming his mutual funds roughly perform in line with $SPY, at 81 years old he had a max of ~$3M at retirement age. He is the #1 in his field. If anything $10M at 81 shows he didn’t save well or was underpaid.
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I'd be a lot more bullish if the conversations surrounding crypto were focused on use-cases rather than price.
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It's time I detail my view on Russia and Ukraine and how exactly it will impact the US stock markets.
Time for a thread 🧵
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It’s almost like the Federal Reserve, with nearly limitless resources and the world’s largest employer of economics PhDs, has a better grip on the economy than a bunch of 20-something-year-old finance-bachelors-degree-holding “inflation experts” on fintwit.
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$FB should do a 20 to 1 stock split as well. It already trades like a penny stock so we might as well make it official.
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I'm not long but I feel that I deserve some credit for $TWTR earnings. I've looked at a lot of shitty ads to get us here.
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$SQ is a few bucks above the 200 week / ~4 year moving average price.
"If you love a company and it gives you 200 weekly MA… and you’re not buying. Probably should just index everything" - @Investor_NICK_
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I'm looking at a microcap that traded down to a $5M valuation during the COVID crash on a $40M revenue run rate.
It was actually a COVID beneficiary. Its now at a $112M run rate.
Its up 30x since.
Crashes are where fortunes are made.
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It is kinda crazy that every threat to $GOOG’s moat in Search is assumed to be successful (from the investment community), yet no threat to $NVDA’s moat in GPUs/CUDA is even discussed.
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$COIN ad was the best so far. Shit went on for so long I actually got my phone out and scanned the code.
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$HD is trading at the same P/E as April 2009.
The company has grown from $55B to $375B with zero multiple expansion. Just execution.
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Someone convince me not to sell everything and put it in $AMZN for a nice 20% to close the year.
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