Sonpaecb

.

[Sonpaecb @Sonpaecb]

@realroseceline $ISRG BUY THE DIP??

[Sonpaecb @Sonpaecb]

@lucacerchione For real? A bit disappointed. Any other target for Chelsea

[Sonpaecb @Sonpaecb]

@pattyalttman Who else are we cooking?

[Sonpaecb @Sonpaecb]

@Bluecoxtra @Transfermarkt They owned us 2 more to even out. Give us Güler and Paz.

[Sonpaecb @Sonpaecb]

@gabz_investor05 Pretty much the same. All Mag7 NOW, SAP, MSCI haha. Pretty much old school compounders

[Sonpaecb @Sonpaecb]

@gabz_investor05 Haha lets see. What else om your watch list? I wanna deep dive more.

[Sonpaecb @Sonpaecb]

@gabz_investor05 Under 300 ~270. I think lets see, no hurry this is the long game tho.

[Sonpaecb @Sonpaecb]

@gabz_investor05 Actually I would love to own AVGO lol.

[Sonpaecb @Sonpaecb]

@gabz_investor05 I like your portfolio btw

[Sonpaecb @Sonpaecb]

@gabz_investor05 IDK. I strongly believe in AI transformation but highly doubt if AVGO can sustain this kind of growth for 10yrs+. Based on reverse dcf model, dcf model seem overvalued but PE and PEG seem fairly valued tho.

[Invest Journey - Le voyage de l'investisseur @jska13]

👏 Resumé parfait de la situation actuelle sur l'IA.

[Sonpaecb @Sonpaecb]

@TheLongAJ @0xtechquity Thanks for your input. I strongly believe in AI and saw some handful of valuation of $NVDA I will keep study tho.

[Sonpaecb @Sonpaecb]

@TheLongAJ @0xtechquity Would you consider this a sustainable for long term? Or this PE is a outliers?

[Sonpaecb @Sonpaecb]

@TheLongAJ @0xtechquity At current valuation?

[Sonpaecb @Sonpaecb]

@pattyalttman Really take me back to Munich 2012

[Sonpaecb @Sonpaecb]

@realroseceline Really really great article. The big key takeaway from here is probably, the key gap between successful investor and speculator is how to find the company that can sustain the growth in long term. Any advice or tricks that you usually use differentiate these 2 types of company?

[Sonpaecb @Sonpaecb]

@TheBlueDodger Honestly, Fede Valverde

[Sonpaecb @Sonpaecb]

@pattyalttman Lol you must have been really exited by Alonso appointment

[Ray Myers @TheRayMyers]

https://t.co/Jg6LiA90PU