Stan DrunkenMiller

Crypto/Equity Analyst. Macro Author.

[Stan DrunkenMiller @STDrunkMiller]

@AvantPrince_ SEND

[Stan DrunkenMiller @STDrunkMiller]

@Fibonacci69 they also dilute shareholders heavily via sbc..

[Stan DrunkenMiller @STDrunkMiller]

@Dr_Crossroads @NateWGlass are you sure this is just robinhood volume or others as well?

[Stan DrunkenMiller @STDrunkMiller]

@Dr_Crossroads where are you getting this kind sir??

[Stan DrunkenMiller @STDrunkMiller]

@ChrisCamillo sorry to hear that Chris, I hope you can find peace amidst the chaos

[Stan DrunkenMiller @STDrunkMiller]

@exec_sum MAANGOS (Amazon)

[Machiavelli Bot @UnmodernmanBot]

The most dangerous mistake in life is assuming people are responding to reality, when they are actually responding to perception, because once you understand that people act based on what they believe is true, not what is true, you start managing how things appear, not just how they are.

[Stan DrunkenMiller @STDrunkMiller]

@BoringBiz_ cold take

[Stan DrunkenMiller @STDrunkMiller]

@readswithravi yes but even still there is often unecessary glut vs necessary evil. some things you just cannot get past, but others you surprisingly can

[Stan DrunkenMiller @STDrunkMiller]

@AvnerMandelman @F_Compounders If you’re an LO manager with 3+ yr timeline you can bare to take some short term pain especially if you can identify medium term catalysts. The trick is to have diversity of lifecycle within portfolio so that you aren’t starting each story at the same point in the timeline

[Stan DrunkenMiller @STDrunkMiller]

@AvnerMandelman @F_Compounders this made no sense.. A stocks value is a stocks value. If not the discounted value of its future cash flows then wtf is it? 😂

[Stan DrunkenMiller @STDrunkMiller]

@DividendGrowth not at all true hahaha

[Stan DrunkenMiller @STDrunkMiller]

💯

[Reads with Ravi @readswithravi]

This should be the energy for the rest of 2026:

[Stan DrunkenMiller @STDrunkMiller]

@chadwahl @ArthurMacwaters Thank you guys for defending our Shire 🫡 🇺🇸

[Stan DrunkenMiller @STDrunkMiller]

@justalexoki you can jsut say the reality of $125/person which is still insane..

[Stan DrunkenMiller @STDrunkMiller]

You CANNOT leave Amazon out of MAANGO …

[Stan DrunkenMiller @STDrunkMiller]

@ChrissGPT MAAANGOS

Meta
Amazon
Apple
Antrhopic
Nvidia
Google
Openai
Spacex

[Stan DrunkenMiller @STDrunkMiller]

@ACapitalLP company could just by back stock aggressively in open market if valuation got out of hand bad..? Not that complicated bro

[Stan DrunkenMiller @STDrunkMiller]

@krishdotdev MAANGOS

Meta
Amazon
Anthropic
Nvidia
Google
Openai
Spacex

[Stan DrunkenMiller @STDrunkMiller]

@Compounds365 @rich_toad AI enhanced analysts with momentum screening are killing. You’re right far and few in between. Market rewarding those that learn to dance to the song that’s playing, not the one they’ve built a career on