Steph hitting clutch threes, Draymond clamping Kawhi in crunchtime, LeBron has to carry his team again, Bieber is topping the charts
Welcome back summer 2016
20-somethings are mass-depositing into Kalshi and FanDuel while tech stocks just hit their cheapest relative valuation in 7 years. One has 98 years of compounding data behind it. The other has a 5-15% house edge designed to drain your account.
The numbers on this chart are wild. Tech's forward P/E premium over the S&P 500 just dropped to 1.07x. In 2023 it peaked at 1.55x. That's a 30% compression in relative valuation while these companies actually grew earnings. The market is pricing the highest-margin sector in history like it's utilities.
Meanwhile 30 million Americans under 35 have a sports betting account. Exposed handle sizes averaging $150/week. Annual expected loss at a 10% house edge: roughly $780/year. Over a decade that's $7,800 in guaranteed losses, and that's before you count the deposits that chase the losses.
Take that same $150/week into a tech index at today's compressed valuation. At the sector's 20-year average annual return of ~15%, that's $180,000 in ten years. $1.2 million in twenty. The gap between those two outcomes is the difference between retiring at 45 and refreshing your FanDuel balance at 45.
Tech companies are running 25-35% net margins, sitting on $500B+ in combined cash, and building the infrastructure layer for AI. You're getting VC-tier exposure to the companies that will own the next decade, at a public market entry point that hasn't been this cheap since before COVID.
This is the buying opportunity that people look back on in 2035 and say "it was so obvious." It is obvious. The chart is right there.
The harsh truth is discipline, consistency & a solid routine is the answer to the things you want to achieve. Everything you want, all the things you know you’re capable & dreaming of, will require a certain level of discipline. The good news is, you can start small & keep going.
$100 TO 2 PEOPLE WHO LIKE❤️⤵️
BACK 2 BACK 2 BACK NBA SWEEPS🧹🧹🧹
✅1u: Claxton U 13.5 PTS
✅1u: Nembhard U 2.5 REB
✅1u: Monk U 2.5 AST
✅1u: Adebayo U 3.5 AST
✅0.5u: Trent Jr. U 2.5 REB
✅0.75u: Risacher U 3.5 REB
✅1u: Anthony U 5.5 AST
✅1u: Trent Jr. U 2.5 REB
✅0.75u: Monk U 2.5 AST
NBA YTD: +45.27u @ 31.18% ROI‼️‼️ All 0.5-1u bets
LITERALLY THE BEST DATA IN THE SPACE
Self-Grace 💪🏾 Here’s your reminder today: “I am allowed to grow at my own pace. I release what I can’t change and focus on what I can do today.”
You’re doing better than you think. Stop being so hard on yourself, ok? I love you.