Joined May 2024
- Tweets 14,813
- Following 4,668
- Followers 3,770
- Likes 22,808
2,483 Photos and videos
$ADBE is cheaper than a bowl of rice
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LongGameEquity retweeted
Jun 13
The most unjustified growth stock beatdowns. Massive revenue growth, down big from highs, now trading under a 20x Forward P/E:
๐น $CELH: 120% growth
๐น $ZETA: 50% growth
๐น $ELF: 38% growth
The fundamentals didn't break, just the market's nerve. This is where fortunes are made.
Jun 12
$META is a $1000 stock trading at $566
$AMZN is a $350 stock trading at $235
$NOW is a $150 stock trading at $100
$ZETA is a $40 stock trading at $20
$ADBE is a $350 stock trading at $204
$SPCX is a $80 stock trading at $170
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$CELH at 7 billion market-cap is criminal
$ELF at 3 billion market-cap is criminal
$ZETA at 5 billion market-cap is criminal
$META at 1.5 trillion market-cap is criminal
$SPCX at 2.1 trillion is stupid
Jun 13
The most unjustified growth stock beatdowns. Massive revenue growth, down big from highs, now trading under a 20x Forward P/E:
๐น $CELH: 120% growth
๐น $ZETA: 50% growth
๐น $ELF: 38% growth
The fundamentals didn't break, just the market's nerve. This is where fortunes are made.
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THE STOCK MARKET MONDAY MORNING!
15h
TRUMP:
- SIGNING DEAL WITH IRAN TOMORROW
- STRAIT OF HORMUZ WILL BE OPEN TO EVERYONE
- LOOKING FORWARD TO WORKING WITH THE ENTIRE MIDDLE EAST
bro saved the deal signing for his birthday ๐
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If $CELH keeps executing, it might be the best opportunity in the entire market. They have a real shot at becoming the #1 energy drink.
๐น Portfolio market share hit ~21% in US tracked channels
๐น Dominating zero-sugar growth via Alani Nu
๐น Global Pepsi rollout in early innings
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Engagement was dead for two weeks, but the bounce back is real. Skyrocketed out of nowhere today.
Grateful for everyone who tunes in and interacts. We are so back!
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If I can get this bad boy to a Mill iโm sending it to my mom and telling her iโm famous ๐
Jun 12
$META is a $1000 stock trading at $566
$AMZN is a $350 stock trading at $235
$NOW is a $150 stock trading at $100
$ZETA is a $40 stock trading at $20
$ADBE is a $350 stock trading at $204
$SPCX is a $80 stock trading at $170
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Anthropic pulled Fable 5 after a US gov ban on foreign nationals using it due to extreme hacking risks.
Verifying millions of users' citizenship in real-time is a compliance nightmare, so they yanked the models. Wildest part? The ban even forces them to block their own staff.
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Jun 13
Dang the US GOV is really salty that Anthropic wouldnโt make a deal with them ๐
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-mytโฆ
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Jun 13
POV: It's 2031 and you're realizing you chose $25B in $SPCX revenue over $823B in $AMZN revenue when they literally had the exact same market cap.
Jun 12
$META is a $1000 stock trading at $566
$AMZN is a $350 stock trading at $235
$NOW is a $150 stock trading at $100
$ZETA is a $40 stock trading at $20
$ADBE is a $350 stock trading at $204
$SPCX is a $80 stock trading at $170
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LongGameEquity retweeted
These accounts belong to some absolute legends I interact with daily. They unfortunately got swept up as false positives in the recent bot purge. Please look into this! @Support @Safety
@leifinvests @Acevent95706230 @BlackMambaMilli
RTs appreciated to help get them noticed ๐
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