Emotional Investor @LeveragedFun
Personal wealth manager on Robinhood Joined July 2019-
Tweets20K
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Followers365
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Following118
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Likes11K
@shortbus_ace the guys taking software victory laps did not buy on Jan 1st
@JBTHEGLAZED who cares its the overnight market
@RentYourStocks Nah it’s a good thing. Nobody wanted this buyout
@SupBagholder @finkd @alexandr_wang They don’t even have Jensen, the Fed Chairman of AI
@ReneSellmann Well yeah it is hard to outperform when your country has been suffering deflation for the last 6 years. If you buy BABA you are betting implicitly on Chinese macro recovery
@P_Remarks just be happy you made money. if you want to bang your head against the wall and be a masochist contrarian, start buying housing stocks
@plumberbutt97 my prediction is very few people will use this, just like OpenClaw. very popular with a small subset of people
@P_Remarks Thus far only company I follow that truly got nailed by Ai was Chegg Can make argument for Fiverr and Upwork too . Less demand for grunt tasks
@TheWiseIC @SayNoToTrading lol im not being a hindsight guru. i said it would prove to be noise. im just confirming. although i do find it funny you bought even after arguing case would be a big deal. like i said, it may marginally impact business with some teen regulation + fine, but META will be OK
@TheWiseIC @KaihoNow x.com/TheWiseIC/stat…
@LeveragedFun @SayNoToTrading Will be fun to watch from the sidelines.
@TheWiseIC @SayNoToTrading well i guess it didnt take that long after all
@P_Remarks @k3ithmccullough Oracle bags are like when Goku trained in the Gravity Machine at 50x earth gravity. we're carrying 5-10x worth of SaaS
@P_Remarks i dont respect anyone who didnt buy tbh. they are just pussies. at the very least they could have added Microsoft
@Mr_Derivatives thats crazy, i thought people would vibe code their own cybersecurity
@WisemanCap oh wow still printing money, that's crazy i thought Claude was replacing it
@dalibali2 which ADRs? there are a bunch of Chinese A shares especially now that Unitree did IPO. I don't know any Chinese ADRs for robotics.
@nick_vladkis @nic_carter @keithkman @ThomBrady5 @ycombinator @FTC @garrytan i think Gaza brainrotted is the perfect description of Paul. Claude could never come up with such poetry
@bobspaysubstack i said it before, but this is just a gigantic wall of worry - like most of software/fintech - and they will keep climbing it with all the wailing and gnashing of teeth along the way
@bobspaysubstack most people who wanted to sell are already out of the stock, given how bad the performance has been. now expectations have been reset and stock should grind higher. they set a low bar. hopefully they keep repurchasing boat loads of shares.
@k3ithmccullough oh, and a lot hate Israel and the tribe as well, lol. that explains much of it, too
@k3ithmccullough so many people are emotionally invested in this because they hate Trump, or America, or both. but i think it's pretty obvious how this is going to play out over a year or two, if the blockade is sustained and pipelines get built
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