Mauber

[Mauber @Shiyuraki]

@nicklasiva71393 @Lou_Mannheim @PihlOla Neeeeeeeej vad som helst förutom Mp herregud

[Mauber @Shiyuraki]

@tekniknisse SpaceX kommer troligtvis uppnå bra saker, men jag ser inte i framtid vart eller hur de pengarna ska komma ifrån ännu, jag gör som buffet, köper det jag förstår.

[Mauber @Shiyuraki]

@Engbl0m Mina 2 största case $zeta samt $hims spana in dem, om du kollar $zeta så följ wealthmatica på X, han är sjukt kunnig. De går i palantirs fotspår. De vänder till vinst i år, 2 av de senaste 3 kvartalen är GAAP eps positiva

[Mauber @Shiyuraki]

@InvestiBrew @FIREDUpWealth More tokens will be spent with agents anyways

[Mauber @Shiyuraki]

@Engbl0m gubbengan wow

[Mauber @Shiyuraki]

@deepblue452 @KyleReedTrader And 2024 it was 2%, what's your point mister

[Mauber @Shiyuraki]

@MarcusHernhag alltså alla tillväxtaktier blir utdelningsaktier över tid, därmed all tillväxt idag blir utdelningsaktier framgent, nvidia, palantir osv osv

[Mauber @Shiyuraki]

@aurisacrafames_ @Engbl0m man minskar då inte heller i förlorare, utan man säljer förlorare helt, inte minskar.

[Mauber @Shiyuraki]

@aurisacrafames_ @Engbl0m att öka i vinnare och minska i förlorare... LOL nu säger du någonting utan att säga någonting...

om en kurs går parabolisk betyder inte att det är en vinnare, kolla SAS, Sivers.... MM de är inte vinnare.

Om det inte är vad du menar när du säger vinnare, så varför SÄGA SÅ

[Mauber @Shiyuraki]

@robroaster @StockSavvyShay Oh and why guide something just released with certainty, when in reality it's still uncertainty since the model is just released, nobody knows the future regardless especially since it just released.

[Mauber @Shiyuraki]

@robroaster @StockSavvyShay In their shoes I would do the same, if I was the CEO I would guide based upon this quarter because I want to buyback shares at a discount, shake out short term traders, rather over perform next quarter then underperform, no? They have a huge buyback program

[Mauber @Shiyuraki]

@WeirdContrarian @ariaradnia Give the example here, what did we miss, you can't say that and just go on with your day, are you a philosopher?

[Mauber @Shiyuraki]

@Mastacash @Colinbehr Why are you using p/s metric? Look at p/e

[Mauber @Shiyuraki]

@MetamateDaz @ariaradnia It's a new age of growth companies, rule of 40 was used for insane companies before, now it's like rule of 60, I would say it should be priced 50% higher at least

[Mauber @Shiyuraki]

@MetamateDaz @ariaradnia We got new companies now growing earnings at absurd levels fundamentally ... Nvidia, Applovin, Palantir (valued very highly does not fit the list on low valuation) and Zeta (is in the middle of what I think joining this list of insane growers) AI infrastructure cause of it

[Mauber @Shiyuraki]

@ariaradnia This market is absolutely nuts, I don't think I've made as many bargains ever before LOL

[Mauber @Shiyuraki]

@ariaradnia 100%, the selling pressure is simply showing that majority of owners of applovin shares are either algos, bots or tripple beat traders. Majority is not looking at valuations at all that are in the market. It can miss estimates by 1% for a long time and be cheap as fuck LOL

[Mauber @Shiyuraki]

@ButTheDeeep @mathlonning So out with the tripple beat type traders owning it during after hours, and in with the investors like me that looks at valuations, this thing ain't gonna be at -20% at closing tomorrow, that's All I'm saying.

[Mauber @Shiyuraki]

@sivapatibandla1 @mukund I doubt this opens up like this tomorrow, they lowered guidance for the next quarter, feels like what $amd did on the q4 earnings to q1, obviously it tanked but Idk maybe they do to buyback because they see increased value in buying back the reaction

[Mauber @Shiyuraki]

@TickerDUBS @realroseceline He's a different type of investor, I believe old school growth stocks he knows his shit as well as value type investing, but when it comes to the Nvidia, PLTR type stocks, his type of looking at balance sheet, income statements ain't holding up anymore.