Beach Vibes

[Beach Vibes @DavesStocks]

@AndrewDurot @seanfrank @couuor Thanks!

[Beach Vibes @DavesStocks]

@PalmerLuckey Palmer just let me in on the next round!!

[Beach Vibes @DavesStocks]

@nikitabier Has @saylor opined?

[Beach Vibes @DavesStocks]

@sundarpichai What does this mean for bitcoin

[Beach Vibes @DavesStocks]

@rabois Things you would never see at a top…

[Beach Vibes @DavesStocks]

@pmarca Why does @DavidSacks not have a net worth? What’s your guess haha

[Beach Vibes @DavesStocks]

@realEstateTrent Let me know when you’re hiring 😂

[Beach Vibes @DavesStocks]

@ScottPresler @elonmusk lol so tribal.

[Beach Vibes @DavesStocks]

I’m finally starting to turn a little bearish… there’s almost no one left so you know the time is coming….

Even if AI does what people dream of I wonder if replacing the white collar “service” workers leaves anyone left to bid up those multiples…

[David Rosenberg @EconguyRosie]

The remarkable surge in the S&P 500 over the past two years has truly surpassed my expectations, especially in the last twelve months. Given that this bull market has persisted long enough, those of us who have found ourselves on the wrong side of the trade must consider adopting a different strategy.

My latest memo is in no way a throwing in of any towel, rather an effort to discuss and interpret the message from the market that may not actually be altogether that irrational:

Read on: https://t.co/XVjk41XvwE

[Beach Vibes @DavesStocks]

@EconguyRosie Interesting… something tells me the “AI increasing multiples across the market generally” will be a big mistake short to medium term… but hey let’s see

[Beach Vibes @DavesStocks]

@MyLordBebo @seanfrank @couuor when yall ready to level up…

[Beach Vibes @DavesStocks]

@theraleighwill I’m so sorry to hear this will pray for her

[Beach Vibes @DavesStocks]

@NickTimiraos @swarajk_ But he can’t mess w the forward guidance lolll

[Beach Vibes @DavesStocks]

@BowTiedBroke Crocs are 🔥🔥

[Beach Vibes @DavesStocks]

@sentdefender Is this real?

[Beach Vibes @DavesStocks]

When’s the last time everyone has been so bullish? And what does that mean…

[Beach Vibes @DavesStocks]

@elonmusk What’s the best way to short Delaware?

[Beach Vibes @DavesStocks]

@BillAckman May the one above continue to bless you and your fam

[Beach Vibes @DavesStocks]

@BillAckman Grateful for @BillAckman pretty much daily these days. Thank you for all you do.