All In

Decades on Wall Street

[All In @CalcioMaestoso]

@Mapago9 I’m nibbling $GOOGL but it is not cheap above $300.

[All In @CalcioMaestoso]

@FlippieFinance https://t.co/nAft3FgdLx

[All In @CalcioMaestoso]

$SOFI is growing revenue 20+%
And growing earnings 35%

It is trading at 20x P/E

If you treat it as a bank it should trade at $18 a share.
If you treat it as a fintech it should be trading at $25 a share.

[All In @CalcioMaestoso]

$SOFI is growing revenue 20+%
And growing earnings 35%

It is trading at 20x P/E

If you treat it as a bank it should trade at $18 a share.
If you treat it as a fintech it should be trading at $25 a share.

[All In @CalcioMaestoso]

@MsVeilMoney $SOFI is growing revenue 20+%
And growing earnings 35%

It is trading at 20x P/E

If you treat it as a bank it should trade at $18 a share.
If you treat it as a fintech it should be trading at $25 a share.

[All In @CalcioMaestoso]

@linbo_tang How they behave when their portfolio is bleeding.

[All In @CalcioMaestoso]

@FindleysFinance Bought $MU $AVGO and $NVDA

Didn’t sell anything.

[All In @CalcioMaestoso]

@Stealthct_Storm The market is treating $MU as if the AI capex will stop in 2028.

If you believe this sell your shares.

I believe the AI capex will not slow down before 2030 and in that case $MU is a 15x P/E. A $3000 stock.

[All In @CalcioMaestoso]

@MZohaibKhan92 $NVDA $AVGO and $MU

[All In @CalcioMaestoso]

@Mapago9 It’ll definitely recover sometime…

Patience is where money is made.

[All In @CalcioMaestoso]

@robotnyc1 @hamids What a mature response! How old are you? 5?

😂😂😂

[All In @CalcioMaestoso]

$META is down because it is committing $140B in Capex.

$MU is down because it’s at the peak of the cycle!!!

Hahaha the market is super funny sometimes!!!

[All In @CalcioMaestoso]

@NotA_Bull 😂😂😂

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@StockMarketNerd Is you holding period 3 seconds?

[All In @CalcioMaestoso]

@millennialinv16 @davey_juice Not dumb at all!

If you cannot handle a 5% drawdown in a day you shouldn’t be in the market.

[All In @CalcioMaestoso]

@davey_juice Beta is great! 5% drawdown a day is not even a blip if you know what you are investing in!

@StockMarketNerd really bad take!

[All In @CalcioMaestoso]

@GandolphG I can fix her!

[All In @CalcioMaestoso]

@HyperTechInvest Crazy!

I have been adding to my $MU position.

[All In @CalcioMaestoso]

@drayinvests What’s $NOK thesis?

Haven’t looked at the company in 20 years! 😂

[All In @CalcioMaestoso]

@TheLongInvest Great take.

Many investors have time horizons of 3 seconds!!!!