Philip

[Philip @Philip64891747]

@ZeeContrarian1 Is that your new 25% allocation ? Thx

[Philip @Philip64891747]

@amitisinvesting Problem is with the consumer
Ai leads to less workforce
But increases inflation as bottlenecks keep raising prices
At some point the consumer will consume less
Maybe leading to hyperscalers cut capex
The bottlenecks will be punished and forced to lower margins

[Philip @Philip64891747]

@DumbMoneyTV The microphones will hopefully be from 2026 and not the 70ies potatoes you use normally ;)

[Philip @Philip64891747]

@axios @chamath He is such a phony

[Philip @Philip64891747]

@dannycheng2022 You cannot hold dry powder and be fully invested at the same time…So when the stock market goes up people make fun of thelonginvestor for preaching to have cash ready and missing the upside -if it goes down people preach about dry powder…
So ,how much dry cash? Never fully in?

[Philip @Philip64891747]

@TheFlowHorse Phony - more phony - chamath

[Philip @Philip64891747]

@dannycheng2022 @livestrong9991 @nicaqs We should see biotech take off at some point. Ai /longjevity

[Philip @Philip64891747]

@sheslee What’s your target on Oscar? I am
Up pretty nicely here and thinking of trimming around 45 thx

[Philip @Philip64891747]

@ChrisCamillo It’s horrible to loose a loved one. Love ♥️

[Philip @Philip64891747]

@sheslee So what’s the next big call out there after pltr and oscr? :)

[Philip @Philip64891747]

@pakpakchicken Problem here ist one critical rule- market always looks forward. Space x ipo was priced in long ago.

[Philip @Philip64891747]

@aleabitoreddit Yes but that was in 2025- shouldn’t that already be reflected in their income

[Philip @Philip64891747]

@aleabitoreddit Nice insight and so much info for free, just wish you would put this out for your subscribers first.

[Philip @Philip64891747]

@shaams Sorry- I feel for you. I believe you will make it back. You feel like a warrior.♥️

[Philip @Philip64891747]

@ZeeContrarian1 Those are now cheap as hell they were minus 1 today! Looks like free money

[Philip @Philip64891747]

@ZeeContrarian1 Thank you, are you still in plx ?

[Philip @Philip64891747]

@TheICHpodcast But than Tqqq has been here since 2010 and the covid crash …

[Philip @Philip64891747]

@ZeeContrarian1 And what is this new position ? :)

[Philip @Philip64891747]

@ZeeContrarian1 What would be an interesting one for tomorrow? They are quite expensive already thx

[Philip @Philip64891747]

@ZeeContrarian1 Thank you for sharing , I always appreciate your ideas. However Not to sure about that one. Ark buying into that is not really a plus for me. Cathy’s performance the last years has been devastating.