regulus275

[regulus275 @RoryRonan2]

@Midnight_Captl Which company (if any) in the sector do/did you admire?

[regulus275 @RoryRonan2]

@taobanker One of the funniest offenders of this

[regulus275 @RoryRonan2]

@taobanker Jumia the next Amazon

[regulus275 @RoryRonan2]

@taobanker Much better products than RH imo

[regulus275 @RoryRonan2]

@irbezek What did you vote?👀

[regulus275 @RoryRonan2]

@taobanker I always felt like her returns would benefit from substantially from less churn (relatable) which seems especially painful given how she talks about her investment thesis/time horizon

[regulus275 @RoryRonan2]

@taobanker Just sounds like lack of patience. Plenty of income likely making $1mm plus in a couple years, just wants to be insta rich. Lump sum bonus probably exacerbates the feeling I guess

[regulus275 @RoryRonan2]

@taobanker +100% from last week lol. Sold!

[regulus275 @RoryRonan2]

@taobanker I find myself trading down, anecdotal but feels contagious somehow

[regulus275 @RoryRonan2]

@taobanker Pretty good when you remember how small the hole is

[regulus275 @RoryRonan2]

@taobanker +50% today

[regulus275 @RoryRonan2]

@taobanker $PACS busted IPO, Muddy Waters report recipient, final audit to be released this month. Risk is how big the CMS settlement is, but I could see it doubling easily from here

[regulus275 @RoryRonan2]

@PegasusFund Why this over shorting quantum/the tag alongs? Or maybe you’re both? Feels like if AI pulls back the wind comes out of the bubbles really quickly. (Am short RGTI)

[regulus275 @RoryRonan2]

@taobanker The short CAVA posts were some of the best lol and end up working well eventually

[regulus275 @RoryRonan2]

@taobanker I’m convinced with IV so low LEAPS will multi bag on the reversal. Wrong so far but will see.

[regulus275 @RoryRonan2]

@taobanker $lulu $tgt $sbux which would you pick of the three?

[regulus275 @RoryRonan2]

@taobanker How about HRL here? Staples just can’t buy a bid

[regulus275 @RoryRonan2]

@taobanker People always seem to forget these staples will swing back in favor and trade at crazy multiples again. Stacking HRL for similar reversion once they’re hot again