jared @_jaredstevens_
i pick stocks and watch msu hoops Joined December 2021-
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Somewhat uncomfortable level of hyper-speculative stocks with unproven business models & no profits going parabolic recently. I guess if these firms can’t sell any useful goods or services they can just keep selling retail more stock.
I’m sorry but if you manage money and want semi annual reporting instead of hearing from your positions quarterly, I think it reflects very poorly upon you.
I’m sorry but if you manage money and want semi annual reporting instead of hearing from your positions quarterly, I think it reflects very poorly upon you.
Currency is being debased. Own assets or be left behind in a permanent underclass.
Currency is being debased. Own assets or be left behind in a permanent underclass.
$SOFI "It's just a bank!" Well, no. But even if it was, that growth rate is worth a significant premium. Tailwinds + execution + rate cuts = flirting with ATHs.
This is the way it should be. Respect.
The idea that reporting numbers on a quarterly basis makes the company short-term focused is nonsense. US companies are committing record levels of long-term capital investment. Companies like Costco, which report sales numbers on a *monthly* basis, are some of the most…
$PLTR It is quite embarrassing for Marc @Benioff not to realize this this makes his company appear weak and without pricing power. This recent ”smear” campaign of his is actually an ad for Palantir, software that dominates.
$PLTR It is quite embarrassing for Marc @Benioff not to realize this this makes his company appear weak and without pricing power. This recent ”smear” campaign of his is actually an ad for Palantir, software that dominates.
This is a wake-up call for all our leaders who are targets of the left. I would put Alex Karp and Elon in tbis category. Take your security seriously. Secure venues only. No outdoor venues. Armed security when in public. We can't lose our best and brightest to our worst and most…
In case you missed it, on a GS Conference the CEO of $GOOGL Cloud just shared a big stat: - $GOOGL Cloud saw a 28% QoQ growth in new customers. Given the size of GCP already, this is beyond impressive.
GOOGLE $GOOGL CLOUD FORECASTS $58 BILLION REVENUE BOOST BY 2027 Google cloud computing division has up to $106 billion in commitments from existing customer contracts that it has yet to fulfill, according to Thomas Kurian - Bloomberg
$GOOGL ‘s GCP with its TPUs was made for the AI age. “About 55% of the $106 billion backlog should convert into revenue within two years”
$GOOGL Google's move to give students AI access is smart. Capturing users early ensures long-term monetization and high ROI. Excel's school presence made me a super user, now the "Excel Guy" at work.
Good to see Sergey having a seat at the table again. Google is back in Founder mode.
Why I'm not selling $PLTR - exhibit 2264763
Why I'm not selling $PLTR - exhibit 2264763
$googl $goog shareholders took a lot of shit over the last year and boy have the tables turned…
$googl $goog shareholders took a lot of shit over the last year and boy have the tables turned… https://t.co/KokFE8tMLF
$GOOGL / $GOOG At this point, I think it should be fairly obvious that the current administration is likely not in favor of breaking Alphabet up. The more reserved actions by the EU are signaling that pressure from Washington is clearly working in Big Techs favor. People often…
People missed $SOFI because they focused on stock price instead of this. Fundamentals win 100% of the time 👇🏻
Google at all time highs.
Idk who needs to hear this, but: Stop entering tiny mini-positions for your entire portfolio. Have some conviction, go deep, and trust in your analysis.
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