Be The Guy On TheLeft, CVA

Equities and all else. CVA (Chartered Vibes Analyst). "As long as the music is playing, you've got to get up and dance"

[Be The Guy On TheLeft, CVA @EmperorChud_]

Ok… but what is the EV/Vibes??

[Marcelo P. Lima @MarceloLima]

$ARM appears to be trading at just 55x sales, 111x earnings, 163x FCF, and 99x EBIT

[Be The Guy On TheLeft, CVA @EmperorChud_]

@Globalflows Monero and Bitcoin

[Be The Guy On TheLeft, CVA @EmperorChud_]

@PegasusFund + the combination of spacex and frontier IPOs getting rammed into index leading to years of poor returns and loss of trust in market... that road leads back to crypto

[Be The Guy On TheLeft, CVA @EmperorChud_]

@Globalflows Could make the same point with issuance in 2021, what signals you looking at to know when it’s time to flip

[Be The Guy On TheLeft, CVA @EmperorChud_]

Never and I mean never ever confide or share your feelings with women

[Sterling West @SterlingWest]

When I was a sensitive young man, I was dating this woman who spilled her trauma early on. She got beat, threatened with a weapon, sexually assaulted, all of it.

It broke my heart

Well, when I was a child, it happened to me too

I thought I could tell her. I was wrong

A couple months in we were sitting at the dinner table, I was getting ready to tell her, I had never told anyone. Before I could, and I don't remember how it got brought up, she said one of her ex boyfriends told her that he got SAed as a child. "It was gross" so she left him.

It was almost like she could read my mind and was trying to prevent me from telling her. So, in the moment I didn't. But, I thought I was different, so, a month later I told her anyway.

It felt like a weight off my shoulders, and, she began showing me some compassion. For about 30 seconds. Until she started talking about "her experience" and how "this affects her".

She started fighting with me, mainly, just her yelling, because I was sitting there dumbfounded.

Then she left, went HR mode and blocked me.

Because of this meme, which, I thought was just a joke, I learned this is pretty common. And, I mean, just look at how someone online reacted to me sharing my experience.

So, unless I find my wife on Twitter (🤞) and is reading this right now, my wife will never know the truth.

[Be The Guy On TheLeft, CVA @EmperorChud_]

The sun will set eventually

[GURGAVIN @gurgavin]

RAY DALIO FOUNDER OF BRIDGEWATER WHICH IS THE WORLDS LARGEST HEDGE FUND SAYS

THE AI BUBBLE WILL BURST “EVENTUALLY”

[Be The Guy On TheLeft, CVA @EmperorChud_]

@Merridew__ looks like its peaked for every thought group

[Be The Guy On TheLeft, CVA @EmperorChud_]

@taobanker

[Be The Guy On TheLeft, CVA @EmperorChud_]

Going to Aritzia in flatiron while "shopping for your sister or mom"

[🐍 Ƥşץ𝕔𝔥𝕠pomp_Đ𝔦o̷͝ηуรǗ丂 ඏ @Read_Acted]

What is the male equivalent of “going to the source” and acting confused outside an investment bank?

[Be The Guy On TheLeft, CVA @EmperorChud_]

Sheep

[fka brecht apologist @_madisontayt]

we need a slur for people who wait in long ass lines in nyc

[Be The Guy On TheLeft, CVA @EmperorChud_]

@smallcap_stonks fishing e-com...

[Be The Guy On TheLeft, CVA @EmperorChud_]

@grok what market caps did meta, Amazon, and Google IPO at?

[Daniel @danielisdizzy]

Jensen Huang says that investing in the IPOs of SpaceX, Anthropic, and OpenAI will be like buying $AMZN, $GOOGL, or $META in their early stages.

Don't become a victim of FOMO.

IPO day is not where the best opportunities are made.

In many cases, there's a massive spike followed by a sharp decline that takes the stock below its IPO price.

Just look at $META.

After its 2012 IPO, the stock lost more than 50% of its value within three months.

The best opportunities come when the hype is gone, sentiment turns negative, and nobody wants to touch the stock.

That's when I'll be buying heavy.

[Be The Guy On TheLeft, CVA @EmperorChud_]

@V_arrell this is insane cope

[Be The Guy On TheLeft, CVA @EmperorChud_]

@orrdavid Standard oil would still get broken up most likely

[Be The Guy On TheLeft, CVA @EmperorChud_]

@taobanker there's a reason why so many legends like it

[Be The Guy On TheLeft, CVA @EmperorChud_]

@ContrarianCurse well its razor-razorblade... dont need to price the game at 100 when people spend on micro transactions for the next 20 years

[Be The Guy On TheLeft, CVA @EmperorChud_]

@stevehou when you start to see the posts calling for 6% 10yr, its usually time to long bonds

[Be The Guy On TheLeft, CVA @EmperorChud_]

@orrdavid too much government oversight for them to be US based

[Be The Guy On TheLeft, CVA @EmperorChud_]

@PegasusFund funny how you see Sama scrambling to go public now... anthropic can prob stay private and be alright, but they know its the beginning of the end here.

[Degen CPA @DrewVento]

He’s an attractive man, going from say 90 to 92 will have little impact on his life.

But he’s undergoing invasive surgery, putting himself at risk, for something that has little impact.

It makes no sense from a risk / reward standpoint, this is an insecurity and he should honestly go to therapy.

[Be The Guy On TheLeft, CVA @EmperorChud_]

@P_Remarks just go long it... you know its gonna pump first 180 days