Jon - AlphaMaverick

Accountant and quantitative investor.

[Jon - AlphaMaverick @AlphaCapital82]

#portfolio $APP $TMDX $SEZL

[Jon - AlphaMaverick @AlphaCapital82]

@OilHeadlineNews Wow 🤣

[Jon - AlphaMaverick @AlphaCapital82]

@dartmonkeytrdg @HatedMoats then on top of that, lots of their FCF is gone, they issue alot of debt, and buybacks are down. LLY really cut into their market. All these things matter too.

[Jon - AlphaMaverick @AlphaCapital82]

@dartmonkeytrdg @HatedMoats I guess i could relate it to a stock like Evolution AB (https://t.co/0BTew8s3Mv) once that growth slows down not many are left investing in the company, but perhaps they can get back in step. Just seems like an Evolution story imho.

[Jon - AlphaMaverick @AlphaCapital82]

@dartmonkeytrdg @HatedMoats I was about to spew some negative facts here, but then i went to look at the latest quarter and there seems to have been an improvement.

[Jon - AlphaMaverick @AlphaCapital82]

@mathlonning typical value stock behaviour tbh

[Jon - AlphaMaverick @AlphaCapital82]

@Jasonsmys @Ad_Quant Yeah, i'm not saying one excludes the other. There are in fact 2 ways to play Applovin stock, that is trade the volatility or going long. (imho)

[Jon - AlphaMaverick @AlphaCapital82]

@Ad_Quant I'm just joking really. It would really suck. It's highly likely with a pull back after this run.

[Jon - AlphaMaverick @AlphaCapital82]

@calvinfroedge Its going to end well

[Jon - AlphaMaverick @AlphaCapital82]

@berg_bernt Jeg tror non profitable tech er outperformers nå også.

[Jon - AlphaMaverick @AlphaCapital82]

@Ross__Hendricks Yeah, the less you spend and the higher the return the better. Many would say that if the spend is big but the company has a history of good returns of capital, that might be the likely story going forward. Data centers could have multiple uses, AI being one, cloud being another.

[Jon - AlphaMaverick @AlphaCapital82]

@Evelyn23615628 What an A-hole.

[Jon - AlphaMaverick @AlphaCapital82]

@JonahLupton The worst thing is that it will be same people calling software dead that will call the rally a matter of fact but not buying that same dip, and the now its too expensive again 🤣

[Jon - AlphaMaverick @AlphaCapital82]

@mathlonning This isn't supposed to happen to $TMDX right

[Jon - AlphaMaverick @AlphaCapital82]

@mathlonning 🤣

[Jon - AlphaMaverick @AlphaCapital82]

@blondesnmoney Industrials and its not even close

[Jon - AlphaMaverick @AlphaCapital82]

@broadfield_dev @burkov We already have had chatbots around for awhile

[Jon - AlphaMaverick @AlphaCapital82]

@Ross__Hendricks Let me, canceled monday before markets due to progress?

[Jon - AlphaMaverick @AlphaCapital82]

@Angaisb_ Honestly not impressed by Anthropic overall