Poppa Meadows

L/S investor with a quality long-term focus and an eye for spotting scams and frauds. I trade mostly shorts, and try to keep the broker unhappy.

[Poppa Meadows @MeadowsPoppa]

Nasdaq fails to levels previously not seen since one month ago

[Poppa Meadows @MeadowsPoppa]

@MattWalshBlog You are a dumb fk arent you matt

[Poppa Meadows @MeadowsPoppa]

@DeepSailCapital $FRMI , unprofitable, a history of scam behind the board, convictions, resignations, no borrow fee. Trading 3x above overinstated book value while it's slowly decomposing

[Poppa Meadows @MeadowsPoppa]

@SixSigmaCapital Who are you talking about ? Almost all investors i follow, including me said it's a bargain. Are you following cryptobro522 as thoughtleader ?

[Poppa Meadows @MeadowsPoppa]

@TheSpaceSoviet The market decided to think that Trump will get it so wrong that the Fed will have to print again, or that he will be removed from leadership because of dementia. Either one, this is the narrative now, not completely rational

[Poppa Meadows @MeadowsPoppa]

@joecarlsonshow I am not surprised of volatility in a stock with above 40 PE, what do you expect ? If it had 10 PE, it would have been +20% on the day

[Poppa Meadows @MeadowsPoppa]

@pvergadia Robot tax is stupid and wont work, just like global tax doesnt work. There will be states that provide compute without tax, same as pollution, a prisoner's dilemma that is automatically played on double defect cuz humans are monke

[Poppa Meadows @MeadowsPoppa]

@patientinvestor You post this, but you are not doing what the priests say.. you speculate a lot

[Poppa Meadows @MeadowsPoppa]

@wallstreetmil I will not, i am not invested in any ai, except google. Being down to earth and sticking to facts is what i do, and you should be free of narrative-based thinking. I also think Sam altman is a scamboy, openai is extremely overhyped, and that SWE is getting disrupted

[Poppa Meadows @MeadowsPoppa]

@wallstreetmil Things are changing very fast, go ahead ask any dev about Opus4.6 . It is not my gut feeling, it's my real life experience as a professional. Also they can't even find devs willing without AI to redo the experiment.

Plz be clear headed, i like WSM
https://t.co/Xk1iZdjRLg

[Poppa Meadows @MeadowsPoppa]

@pennycheck Yeah i'm guessing you also listened to that weird podcast with Hal Putoff and etc last year, that was a really interesting piece.

[Poppa Meadows @MeadowsPoppa]

@BeuvingJordy Buy, but not at 220 PE ;)

[Poppa Meadows @MeadowsPoppa]

@ACapitalLP I am trying to come up with some coding tests for SWE candidates while i'm doing 95% of my code writing with AI. It feels like things are changing, but for real this time.

A bit scared bureaucracy is not gonna tame the shock well enough

[Poppa Meadows @MeadowsPoppa]

@patientinvestor $APP is a fraudulous overvalued piece of trash shitco. You can buy it all, sell the house

[Poppa Meadows @MeadowsPoppa]

@SixSigmaCapital Opps like .. ?

[Poppa Meadows @MeadowsPoppa]

@BullMysterr @patientinvestor What are you even talking about, S&P is up 14% TTM. What overvalued speculative shitcos are you holding

[Poppa Meadows @MeadowsPoppa]

$APP oh seems like it was swimming naked, who would have thought. Just 50% more to drop to reach a valuation for a non-scam shitco, which this isn't.

[Poppa Meadows @MeadowsPoppa]

@Jesse_Investing @FuzzyPandaShort Yes, because this is a serious infra shop ofc. 110%, can i tag you when this collapses ?

[Poppa Meadows @MeadowsPoppa]

https://t.co/hCpE8kyfjv