3Things

Investor. Optimist. Like to keep it simple.

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Thank you @SadhguruJV @DavidGFool @emmetlsavage for changing my life over the course of 2020 and 2021. I have learned key principles from you I will keep for the rest of my life. Here are 3Things I learned:

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@tobibog @signulll @HighyieldHarry Ladies, Liquor, and Leverage.

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@pequityresearch @grok is this news about NVIDIA true? Can you cross check and verify?

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@SemiAnalysis_ @grok please summarize this post in 5 bullets as if I am 15 year old.

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@KobeissiLetter @Jason @DavidSacks

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@TheStalwart Who was speaking of Austin? What were they saying?

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@hamids Same with $ABNB and his recent comments. I doubled my position.

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@BenMillerise @ivanburazin 😆 burn...

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@evally_dean Looks pretty clean and solid to me.

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@WillBiddy_ I owned both until recently where I doubled down on $ABNB. Its hated and inflection is coming.

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@Kiwi_Investor @PaperBagInvest We have had plenty of time to accumulate. Now we need 🚀 🚀.

It's pretty realistic for us to be $100+ after Investor Day. I plan on buying my last major tranche here in the coming days, will sell most of my $AMD to fund, and then wait. LFG!

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Come on man! Dream a little!

@grok 1) list the top 3 max positive days for LMND stock historically (exclude IPO day) with explanation of the key driver and 2) give me the most likely top 3 potential future days where similar large gains might occur in the rest of 2026 and early 2027. Think critically and from first principles.

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@PaperBagInvest I see yours is $27.67!

Mine is $20.07, which means I haven't been buying enough! I need to load up in the 50s a bit more.

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@PaperBagInvest What is your average cost? Did you end up ever buying any LEAPs?

I can't wait until the next quarterly call and investor day. I really think we are going to see a 50%+ day in the coming months. There will be a moment of realization very soon!

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@alc2022 Distribution will become one of the key remaining moats as AI accelerates and potentially commoditizes discovery... $HIMS

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@nikitabier What about total comp? Or too expensive for you?

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@CalumLewis Add $LMND and I would have migrane trying to decide. All 3 have the chance to become monsters. Spread your bet and wait.

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@theallinpod If you can't see how these dudes are soo biased based on where they invested (with Elon) and where not (with Dario). Bitter.

@Jason is the only independent thinker.

Do your own thinking.

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@PaperBagInvest When was this written?

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@xwang_lk @AnthropicAI @grok why is Anthropic being seen as evil? Do you agree?

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@tourzhao You mean $PLTR will