Guy Altman @GuyAltman
curious investor USA Joined January 2024-
Tweets181
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Holding $BMNR leaps at $3.8 a contract. At $45 share price these would be $16 At $65 share price these would be $28 Will update daily. $ETH is the future settlement rails.
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@TheValueThinker @fundstrat @ykkz99 @saylor Important questions
@JacobKeeton20 Sorry to hear that man, stay strong you will bounce back soon. Ups and downs are part of the journey
@nikoliasgoninus Still haven’t gotten my action plan, more than two weeks since my biomarkers are in.
@hypergrowth102 Whats your freedom number? In other words what do you consider your net worth that allows you freedom and what % allocation across asset types?
@hypergrowth102 Still waiting for one biomarker to get an action plan and bio age. Its been a week now so will learn more. This is the advanced plan
@hypergrowth102 Honestly, just the ease of getting the comprehensive 120 biomarkers tested without talking to a PCP office. Personalized medication opportunity is huge and one day if they can replace insurance by offerring all treatments thats $500 a month per family pocket share.
@SaltMoneyOrg @TJTheWheelDeal Great insights, thanks
$LMND still at play. Below is conservative guess bull case is we take out the ATH in 2026.
My conservative guess is share price settles and develops a base around in the $80s plus territory after this run up/ re-rating. Next leg up may need adj Ebitda positive sometime in 2026. $LMND
@SaltMoneyOrg @TJTheWheelDeal Roth conversion i think is a tax event and on the fence why should one pay taxes upfront during higher income years and reduce capital deployed vs let it compound and take care of taxes later at retirement when withdrawals will be much lower. Thoughts?
@realroseceline Wow $tsla investors really have a stomach of steel. Holding a company valued at 188 times with slowing growth.
@jakebrowatzke @JM_Investment0 Thanks for sharing this again i will keep tracking the company, printing is all what matters so look forward to the earnings and future guide on when to expect ARR growth acceleration. i will do some checks within my f500 network on the product use cases and sales wins etc.
@tfanalytics1 @JM_Investment0 If i am betting on agentic AI i would bet on the current winner like $pltr. I know they are overvalued but there is a reason they have been doing this almost and decade and $path is the new kid on the block pivoting a year ago
@tfanalytics1 @JM_Investment0 Integrating all data sources and systems will be a commodity my friend, what matters is distribution and cost/time of implementation. Software sales cycles are longer and msft already has a seat at the table and trusted. I am not saying they will win but $PATH is not a sure bet.
@JM_Investment0 @jakebrowatzke Look forward to your further research on this. My only goal is to print $$$ so open to hearing how it will be #1 in agentic AI space and outbeat palantir and msft
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