Matt Case

[Matt Case @RealMattCase]

@LombardiHimself His pocket presence gets better every year. He instinctively knows when shits about to go down and he makes the best of a bad situation.

[Matt Case @RealMattCase]

@ESGhound If Nvidia were anything it's like Cisco in 2000. And even that is a stretch but the setup is there if there's a credit crash or bankruptcy.

[Matt Case @RealMattCase]

@IterIntellectus Looks like a fake guru, talks like one, acts like one, and has beliefs of one. It's all bullshit, literally every sentence is like "I thought of this while I was high so it must be so" bullshit. The huge problem coming our way is nobody has agency except bad people.

[Matt Case @RealMattCase]

@TheRealMcKoy85 Pads Statford is done for.

[Matt Case @RealMattCase]

@TheMaverickWS Where does he go? Apart from some flings, Jensen is kinda like an Elon Musk Tim Apple love child. He effortlessly toes the line of being a brilliant con man and a hyper efficient CEO.

[Matt Case @RealMattCase]

@DiegoAp46402789 @commonsenseplay He has had a lot of good calls but recency bias always prevails on social media. There's a reason why the SEC used to discourage this behavior and this is why. No disclosures no context. You're discouraged from quantifying risk in 200, 300 character tweets

[Matt Case @RealMattCase]

@DntTaxes @mortgagetruth A 40% sustainable multi year fall in transaction quantity yet values are holding or increasing. The cool thing with zooming out is reiterates the argument you don't need more buyers to drive values higher as was always the prevailing theory and was supported by these charts

[Matt Case @RealMattCase]

@stathyinc @DonMiami3 @mortgagetruth The vast majority of real estate is owned outright. The rest is under 4% loans and lots of equity. What's different this time is there's no 125% Heloc loans that banks can call in to shore up balance sheets. Not even 90%. Banks have no power to boost the market this time.

[Matt Case @RealMattCase]

@mortgagetruth Supply and demand economics are all that matters for existing shareholders. Own the supply, not the agency.

[Matt Case @RealMattCase]

@federicojan_ @MatthewBerman It's like when your getting high and your dealer says "ahhhh but this is the good stuff". And it is but only the first hit.
And So it goes with Astra and Fable. And that A+ model Google makes but is akin to beachfront property in Somalia. Looks nice but has no value.

[Matt Case @RealMattCase]

@ronin21btc I don't think the women are lying. Most honestly prefer a slightly higher bf% in exchange for more mass. But why does it matter, do you bro.

[Matt Case @RealMattCase]

@MatthewBerman I just played a video game using an artifact within Claude app. So yeah, Anthropic is showing it can wrap office, Adobe everything, frontier AI, chrome, Xbox, and thousands more all in one subscription. Good luck world.

[Matt Case @RealMattCase]

@BradMunchen Idiot admits she spent 100s of hours convincing herself Elon is right and people should trust her. I'll give Elon this, buying Twitter was genius. He personally has received 10x returns and did it using other people's money.

[Matt Case @RealMattCase]

@FreightAlley Jensen is probably the single most important person in AI. He put all his eggs in the AI basket a decade before everyone else. A bit like Musk but with 100x more money. Don't think Nvidia quite comprehends how bad of a move they made is.

[Matt Case @RealMattCase]

@dickclucas Melissa Lora is an idiot ex Taco Bell mid 3xec with zero tech know how. Nvidia board filled w useless leaches who have no business being there. They lucked into Jensen's brilliance and think they deserve the seat they have. I fucking hope Jensen destroys them all.

[Matt Case @RealMattCase]

@LombardiHimself Takes 3 to tango. 49ers. Jets. Garrett. You don't get a player or Garrett Wilson's caliber without his (and his agents) approval. And our reputation for injured WRs does not help.

[Matt Case @RealMattCase]

@claudeai Claude is quickly becoming it's own ecosystem and operating system. So long windows and Microsoft. I welcome the innovation and competition. Claude OS will give you all of windows. And an office. Steam. Chrome. Agents And everything else.

[Matt Case @RealMattCase]

@BuySideCPA Like when he signed that random girls boobs so comfortably with no shame, c'mon people really surprised he was sleeping around. And absolutely getting their meals comped by shareholders.
In Japan this would call for Seppuku

[Matt Case @RealMattCase]

@commonsenseplay Sucks but quantum shorts are still banking and I had 5x more conviction on those. Haven't added more on DND but it seems the market is overreacting. Thems the breaks when all the volume is retail.

[Matt Case @RealMattCase]

@TraceyRyniec Cook was my first choice given Nvidia might be on the precipice of financial disaster. On the surface it looks perfect. Underneath the hood...
Circular financing web of deceit.
China.
AMD.
Democrats data center death chants.