cashflow guy @cashedflow9
Joined November 2022-
Tweets1K
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Followers372
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Following632
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Likes3K
Couldn’t think of a self-motivated individual who benefits more from painting China as a hostile enemy than this guy would. It’s all just a show to scare Americans and drum up more funds at the end of the day.
Couldn’t think of a self-motivated individual who benefits more from painting China as a hostile enemy than this guy would. It’s all just a show to scare Americans and drum up more funds at the end of the day.
Good thing $BABA has almost no exposure to NATO nations already
Good thing $BABA has almost no exposure to NATO nations already
The sale of $WBD may be the company’s greatest show yet.
No clue what this company even does, but RIP to $OPEN bulls now.
No clue what this company even does, but RIP to $OPEN bulls now.
$WBD I was only on this stock because of @cashedflow9. He absolutely nailed it. The fundamental cash flow story was always there and now the narrative is catching up to it. I’ve been more on point since rampage posting on twitter. I sound like a salesman sometimes, but it’s…
$WBD I was only on this stock because of @cashedflow9. He absolutely nailed it. The fundamental cash flow story was always there and now the narrative is catching up to it. I’ve been more on point since rampage posting on twitter. I sound like a salesman sometimes, but it’s… https://t.co/2AYCdzTXRV
If you don’t, follow @cashedflow9 as he was initially pounding the table on $BABA and $WBD and helped me gain conviction on both.
If you don’t, follow @cashedflow9 as he was initially pounding the table on $BABA and $WBD and helped me gain conviction on both.
@zoomyzoomm Here's what I follow: - $BABA cloud business was 5% of FY'25 EBITDA but will get to ~15% by FY'28 assuming this segment grows EBITDA by 50% annualized (conservative imo). - Local Services (i.e. food delivery) was only -2% of total EBITDA for the same period at a ~$500M loss. -…
$WBD The networks decline was par for the course. Other part driving the selloff was the decline in ARPU for DTC, despite subs continuing to grow well (particularly internationally) and operating leverage showing real improvement now. Refer to my math below - the ARPU decline…
$WBD The networks decline was par for the course. Other part driving the selloff was the decline in ARPU for DTC, despite subs continuing to grow well (particularly internationally) and operating leverage showing real improvement now. Refer to my math below - the ARPU decline…
Jensen - no question i will be working in 2050 Me - how big $NVDA will be in 25 years?
$WBD to the moon
There is a real possibility that China's anti-competitive policies are part of their broader plan to have the stock market replace real estate as the main engine of wealth creation. Nobody positioned for this. NFA.
$REMX contra opinion but don’t get the hype around rare earths. Anytime commodity plays rely on a temporary dislocation rather than a sustained supply / demand imbalance, the outcome never comes out to what’s intended. NFA.
Things you like to see as a China bull
@WillSun_1 Those discounts are only in the food delivery / same day delivery markets domestically. $BABA is head and shoulders above all other non-US players in cloud which is a totally different segment. Important that I said non-US...i.e. anyone who doesn't want to go with US guys (i.e.…
Not bearish $WBD. NFA.
Not bearish $WBD. NFA.
Deepseek was just the beginning. Wait til people see how quickly $BABA cloud scales globally. NFA. wsj.com/tech/ai/artifi…
Bullish for $PPLT
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