おすすめツイート
$RH now largest drawdown in history of the company -77% This is what happens when you’re too overpriced for regular folks but not exclusive enough for wealthy people
NYC vacation mode observations that sound dumb but here goes: > The car wash I’ve gone to for 20+ years has nearly no workers now. You go through an automated tunnel, then pull into a self-cleaning area and finish the job yourself. Before it was 3–4 guys detailing your car at…
When the fundamentals marry the charts and they have a cute baby $RDDT
Absolutely insane that Waymo is now valued at $110B with a run rate of $350M while $UBER sits at only $165B with $10B of FCF. Yes yes yes growth rate bla bla bla but I'll take my chances here
You can't call it a bubble when the corporate adoption rate for AI is 15%
Graceful move by @BillAckman for being The Top Donation for the Muslim Hero that saved countless lives.
Seeing $AMZN on the Barron's Top 10 Picks for 2026 Haven't we suffered enough
LOL
The upcoming Fermi IPO will be the most 2025 IPO All the red flags are there , literally every single one: > No revenue > $13B valuation > Powering AI by 2038 > Nuclear component will be called “The Donald J Trump Generating Plant.” Which could only mean one thing: BUY
At this point is “The Information” labeled as a terrorist organization yet with all these lies lol
$ORCL - ORACLE: THERE HAVE BEEN NO DELAYS TO ANY SITES REQUIRED TO MEET OUR CONTRACTUAL COMMITMENTS, ALL MILESTONES REMAIN ON TRACK
BREAKING: Depression prescriptions spike as Nasdaq drops -1.6% and is now a mind-blowing -3.3% from All Time Highs, authorities urge everyone to call their loved ones to make sure they're okay
Apollo, the predatory lender of last resort which 85% of AUM is debt related is telling you to stay away from equities. There fixed it for you lol
have fun staying poor Apollo casually predicting ZERO returns for the S&P 500 over the coming DECADE.
With $ORCL the problem isn’t the bold targets it’s keeping their IG badge while having a 462% debt-to-equity ratio. That’s a tightrope. But if they hold that rating through the next 12–24 months? The equity setup is stupidly good from here
Semi-Serious question: between the Warner Bros push, the AI datacenter moonshot, and front-loading capex… like how levered are the Ellisons really? Maybe these CDS buyers aren’t just idiot bears?? At some point the math ain’t mathin’ But then again…Larry knows a good deal
Every time Waymo drops a milestone $UBER trades like someone launched teleportation. Relax folks they’re scaling off a tiny base. Cool product but the pie is huge and only growing. Plenty of room for multiple winners and $UBER is the only one printing cash.
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