Paul Seth

Freedom of Speech and Humanity absolutist.

Ask questions, politely!

[Paul Seth @PaulcHealth]

@DanielTNiles @KellyCNBC @SullyCNBC Trump wants rate cuts and his boy at the Fed promised him exactly that, if oil comes down which would help inflation. This is my opinion and Trump proves me right every day.

[Paul Seth @PaulcHealth]

@marketswithmay Agree. I follow you for deeper fundamental analysis. Between two of us, you are the smart one. I find it hard to do a deep dive here. I read different POVs then do my work. Never start more than 5 positions/year. 2025 - 3, 2026 - 0 thus far. Always patient.

[Paul Seth @PaulcHealth]

@marketswithmay https://t.co/BI3GF1mGqp

[Paul Seth @PaulcHealth]

@marketswithmay $AVGO is near it's top. For any Mag-7 to double, the market has to double or more. Imagine what kind of bubble it would be. There may be 20% juice in it but the risk is bigger. Then, I have been wrong before!

[Paul Seth @PaulcHealth]

@marketswithmay Clarification. I like to invest in a stock with potential to double in 3-5 years but $AVGO is not one. Earlier I have shared when this stock was around $440, that it can go up 20% but it has potential to go down more (IMO, 50%).
https://t.co/BI3GF1mGqp
https://t.co/NenKLF4u1H

[Paul Seth @PaulcHealth]

@marketswithmay Still not convinced on this. I like potential of a double in 3–5 years (without bubble). $AVGO still has bigger downside then upside. Great company. Know lots of ppl who work there and love it.

[Paul Seth @PaulcHealth]

@marketswithmay 3-months? For me, long term is decade plus and short term is well over 1 year. I do not touch momentum stocks. Love $SOFI and couldn't care less for $AVGO at this price. Usually build my position through synthetic long option strategy to align with my long term hold.

[Paul Seth @PaulcHealth]

@marketswithmay Still not convinced on this. I like potential of a double in 3–5 years (without bubble). $AVGO still has bigger downside then upside. Great company. Know lots of ppl who work there and love it.

[Jazzy B @jazzyb]

#neverforget1984 https://t.co/IcsoVuEbx6

[Paul Seth @PaulcHealth]

Fintechs like $SOFI, $NU have been acting like SaaS companies. They go up or down with SaaS. Is it rates or AI fear?

[Paul Seth @PaulcHealth]

@mehdirhasan @AbdulElSayed Katy Tur was trying hard not to make an eye contact while asking question.

[Paul Seth @PaulcHealth]

@marketswithmay SpaceX is unlikely to be profitable for years, but Musk has reportedly reached agreements with Nasdaq and banks to include SpaceX in indexes and ETFs to list on Nasdaq. He is also reportedly paying banks about 0.75% of the proceeds, significantly below the typical 5–7% UW fees.

[Paul Seth @PaulcHealth]

@Jabbal_slazi Agree, also Sardars who speak Hindi.

[Paul Seth @PaulcHealth]

How can $SOFI help companies do their IPOs if they can't manage their own stock? @anthonynoto should have prepared better for today.

[Paul Seth @PaulcHealth]

$SOFI
may have gone below the cut-off for S&P inclusion tomorrow. Let's see where it closes today and opens tomorrow.

[Paul Seth @PaulcHealth]

@marketswithmay I use it regularly, but lounges are overcrowded and overrated.

[Paul Seth @PaulcHealth]

@marketswithmay People are going to be disappointed on Friday. With $SOFI kind of volatility, this stock needs to be in $40s to get into S&P. If it didn't, it is back to $16+ range. I hope I am wrong about this.

[Paul Seth @PaulcHealth]

@jimcramer Just praised Sarah Friar (@thefriley), CFO of @OpenAI. He should look into her tenure as NextDoor (@Nextdoor) CEO. She ruined the company. Go listen to old earning calls and her interviews with him. What a schill!

[Paul Seth @PaulcHealth]

@marketswithmay In defense of guys, there are far more guys styling women hair than women. AI programmer may not be an expert in woman hairstyles.

[Paul Seth @PaulcHealth]

@DrJasmeetBains These are Sikh principles and you are not even close to the basic Sikh tenets.