Jake Siadek

[Mark Gadala-Maria @markgadala]

This is so epic.

Someone create a full 15 minute short film about the Ottoman empire war in Europe.

This is some of the best AI film making I have seen so far.

Credit: History Reforged on YT

[Jake Siadek @JakeSiadek42485]

@athuinvests Haha thanks for the vibe check with ur broke ahh. U don’t really know vibes do u

[Jake Siadek @JakeSiadek42485]

@wallstengine This guy has been screaming short everything since he got 2008 right, now ATH’s he goes long in the worst performing sector….all u gotta do is be right once and ur rich but this guy kinda stinks

[Jake Siadek @JakeSiadek42485]

@KobeissiLetter Just curious, is US intelligence feeding you information? This wreaks of 🧢

[Jake Siadek @JakeSiadek42485]

@PeterMallouk @charliebilello Do you have the chart in whole dollars? If the rich get richer at a faster rate leading to increased spending, then I think looking at the data this way could misrepresent whats happening. Idk for sure but seems possible.

[Jake Siadek @JakeSiadek42485]

@crux_capital_ Hey man - appreciate your posts. New to this market space and curious why $poet doesn’t have any appreciation while these other players are having huge moves up?

Seems like these are all super bullish signals for poet, so curious on your take!

[Jake Siadek @JakeSiadek42485]

@charliebilello First 2 trade at 50x earnings on an incredibly low margin biz with only way to grow by building more stores.

$amzn trading at 30x earnings and investing 200b in 2026 alone to grow parts of its extremely high margin biz.

Diamond hands?!

[Jake Siadek @JakeSiadek42485]

@StockMKTNewz Why do you keep to referring to it as buffetts portfolio

[Jake Siadek @JakeSiadek42485]

@nickshirleyy What are the odds you go to her winery to see if its legitimate or not?

[Jake Siadek @JakeSiadek42485]

@GrowthThesis Don’t disagree it could be wildly overvalued and idk how to run a competent dcf, but why is $sbux or $shak valued at more expensive multiples when its clear $cava is growing rapidly in comparison

[Jake Siadek @JakeSiadek42485]

@leevalueroach Have you looked at what the mag 7 has done the last 3 years? Pretty easy for no edge

[Jake Siadek @JakeSiadek42485]

To me that means these speculative/innovative companies will reach nonsensical market caps at times because by the time it makes sense, investors have already taken the risk - they were okay making the bet when the math looked crazy

[Jake Siadek @JakeSiadek42485]

Quick thoughts on $Oklo (1/3)

1) The value investors are crushing the $20B valuation for a million reasons, the main one I see being 0 revenue ever produced. Its fair to an extent - I’d hesitant to buy at this $. On the other side, how do you actually value Oklo today?

[Jake Siadek @JakeSiadek42485]

2) Risk/reward is again perceived differently by the value investors. I love value investing but our economy will reward risk takers significantly. I.e. we’re the only economy where we’ll continually risk losing everything on an investment to 10x the return

[Jake Siadek @JakeSiadek42485]

@iewney Nice! Any selling or holding everything?

[Jake Siadek @JakeSiadek42485]

#Cava has the best bowls in the world. Chicken Shawarma masterpiece!

[Jake Siadek @JakeSiadek42485]

If you eat food, go grab a #Cava bowl. Very tasty and filling. Best food in the world probably. Enjoy!

[Jake Siadek @JakeSiadek42485]

@GovNuclear When will dereg allow this?

[Jake Siadek @JakeSiadek42485]

@GovNuclear When will SMRs happen