Emotional Investor

Personal wealth manager on Robinhood

[Emotional Investor @LeveragedFun]

@bobspaysubstack this is a terrible market for anything non-AI, lol. feels worse than 2022 to me - everything is just a trading sardine at the moment. i think most payment stocks are no brainers from here for the patient.

[Emotional Investor @LeveragedFun]

@GabGrowth @MitchMartan98 its worse now than in 2022. people still believed in crypto. there were reasons for it to go down: the market sucked, FTX collapse, Luna, etc. etc.

now it's drastically underperforming stocks, esp. AI

most have wrote crypto off, but there are no buyers. nobody cares

[Emotional Investor @LeveragedFun]

@dalibali2 it's frustrating, but it ultimately doesnt matter in the end so long as they keep executing. stock aint the business and all that

[Emotional Investor @LeveragedFun]

@brandonjcarl oh I agree with you that Anthropic is slowing, but I expect a lot of that is due to Codex and other models stealing some of the customers back (all this churn is its own issue).

i'm just pointing out that it's unfair to extrapolate system wide slowdown from just Anthropic

[Emotional Investor @LeveragedFun]

@atmoio @kouhxp “wild” is another one, especially from bot comments on here.

not in the context of “wild animals” but “it’s wild that…” etc

synonym for crazy

[Emotional Investor @LeveragedFun]

@lord_fed odd day to post this, lol. bipolar market. this entire sector just feels like one big trade

[Emotional Investor @LeveragedFun]

@mattmvinson @dampedspring @JaredKubin i see what you're saying, but do you think Google would have done this equity sale if their share price was $150? i doubt it!

[Emotional Investor @LeveragedFun]

@KrisPatel99 that is the bear case, yeah.

[Emotional Investor @LeveragedFun]

@Bo0o047 @TheRoyalSerf no shit, there are WAY more Dems in Los Angeles, lol. in order for Pratt to ever win, he has to win those voters too

[Emotional Investor @LeveragedFun]

@KairosPraxis i saw your post, lol

he is still a shark , dont get me wrong (like all CEOs). he is doing the promotion not just out of the goodness of his heart but partly to keep them happy partners working with Nvidia.

its about the relationships esp with the taiwanese partners there

[Emotional Investor @LeveragedFun]

@KairosPraxis my impression is that he's trying to promote them. it's actually a nice thing to do instead of only focusing on Nvidia

[Emotional Investor @LeveragedFun]

@WallstFarm @Jesse_Livermore i disagree with this, but even if true, most people do not need the absolute best SOTA model. i think fast and cheap will win, which currently is not Claude lol

[Emotional Investor @LeveragedFun]

@GaryMarcus @RomeoLupascu they are part of number 4, too, because the Chinese will absolutely undercut token pricing

[Emotional Investor @LeveragedFun]

@henryF015 @evrgn11112231 you could rewind to literally 1 year ago when stocks like Google and AMD were total dogshit, nobody wanted to own them, they went down every day (i was there, believe me). and now look at us!

unless you have the timing of a god, sometimes you just gotta be patient

[Emotional Investor @LeveragedFun]

@henryF015 @evrgn11112231 its a huge advantage to NOT have to answer to LPs/boss, lol.

[Emotional Investor @LeveragedFun]

@EnergyCredit1 @CapitanoJacko ok i regret replying to you. it wont happen again

you are clearly emotionally invested in this trade working, probably because you are very invested in AI yourself