Robby T

Husband, Father, Traveler, Investor!

[Robby T @Coach_Taylor88]

@TheLongInvest I got some, just won’t go hard unless there is a significant pull back still. Currently 300 price to sales. I know it’s early, thats just a lot that has to go right with the price where it is.

[Robby T @Coach_Taylor88]

@TheLongInvest Can you post the wave counts for ADUR? I’m slowly learning

[Robby T @Coach_Taylor88]

@unusual_whales Which translates to “we have to keep pivoting to different things because we haven’t gotten any traction on all this spending”.

[Robby T @Coach_Taylor88]

@NFL_DovKleiman Looks like Post Malone on one of his binges on stage.

[Robby T @Coach_Taylor88]

@Rashidism @unusual_whales I was going to say, I’m 37 and I’ve had one more recently than 30 years ago!

[Robby T @Coach_Taylor88]

@ariaradnia AMD 18%
CELH 10%
Meta 10%
Now 9%
Msft 9%
Zeta 9%
UNH 7%
Amzn 6%
Nvo 5%
Elf 5%
Sofi 4%
Ma 4%
V 3%
Some spec stocks account for the rest

[unusual_whales @unusual_whales]

BREAKING: Look at this.

$DELL just won a five-year $9.7 billion Pentagon software agreement for the US military.

But Trump also bought $DELL.

He bought multiple times since February 10th, up to more than $5,000,000.

On May 8th, he said: "Go out and buy a Dell."

Unusual.

[Robby T @Coach_Taylor88]

@thestockwhale Sell $AMD now and rotate to some of these or continue to hold?

[Robby T @Coach_Taylor88]

@asklivermore Do we worry about taxes or just say it’s part of the game?

[Robby T @Coach_Taylor88]

@VJNCapital I want it! 😁

[Robby T @Coach_Taylor88]

@asklivermore What about the ones that haven’t yet run; software for example.

Covered calls good as well?

[Robby T @Coach_Taylor88]

@TheLongInvest WMA is this weekly moving or weighted moving ?

[Robby T @Coach_Taylor88]

@antibearthesis I created new positions in both, worth around 10% of the portfolio a piece. I had a lot of Nebius and felt these were safer bets after its quick run.

[amit @amitisinvesting]

SPACEXAI HAS SIGNED AN AGREEMENT WITH ANTHROPIC TO ACCESS COLOSSUS 1.

Anthropic plans to use extra computing power to directly enhance capacity for Claude Pro & Claude Max Subscribers.

Elon has just turned SpaceX's compute advantage into one of the newest compute providers...

[Robby T @Coach_Taylor88]

@DividendDynasty I have a position in both. Great companies

[Robby T @Coach_Taylor88]

@3KComeback Same question. Earnings decline due to capex makes me nervous. But will the ultimate pay off be there in the end is the question.

[Robby T @Coach_Taylor88]

@wealthmatica Most of what I heard in the call sounded great, just wasn’t sure about the compensation aspect; this is meant to reduce SBC?

Anything you weren’t crazy about in the call or numbers?

[Robby T @Coach_Taylor88]

@TheLongInvest $Meta a buy here or wait? Capex is scary, yes, but does it pay off…

[Robby T @Coach_Taylor88]

@amitisinvesting @throwabull Is $Meta a buy here? Only concern is will it be taken down more due to forward PE being less than what it looks like due to capex spend

[Robby T @Coach_Taylor88]

@1000xStocks Is Meta a buy here for long term?