Here early. Follow if you want to be too
Long META/SNAP · Early GME/BTC · +$1.5M poker · $15M+ wagered · Top 1% League of Legends · Sizing bets for a living
Every time I say I'm long $SNAP someone calls me an idiot. Good. I only buy stocks where I get called one. Here's the whole thesis, poker player napkin math included 🧵👇
@ThinkingUSD Warrens wife let him fuck her bestfriend just to be clear. Cause woman like lifestyle not all woman but many are cool with being provided for and enjoying life. Being single and wealthy and free is awesome
@MatthewMarinel5@berkey11@OnlyFriends_Pod Matt come on this is absurd any idiot with a brain age 18 can make significant life changing money and wife changing money by age 21-22
@jakkun543833@max737288983840@HMhnuey I think also a big part is giving these kids too strong dose. Im a grown ass man started at 40 mg and almost had a breakdown. At 20 it was pretty smooth
@max737288983840@jakkun543833@HMhnuey I’m on day 7 and euphoria and side effect. Have dropped off cliff. Focus and life skills have been climbing like a rocket
@confusedtavdzo@FatherPhi I also don’t recommend it also addiction of stiumlants is lower odds then if you go no stimulants because adhd is dopamine seeking
It's become increasingly apparent that the faster you respond to messages, the better a person you are.
Constitutional rights to be imminently stripped from people who were "busy" or "didn't see this" for a whole week
@soakedcrumpets@convexititties I’m saying that last year they were making 30-60b cash flow the debt is like 30b a year….. do the math 4 years inflation increated margins and the fact cloud is growing they’ll have cash flow to pay this off
@polypocketknife@Lou_E_Blank Explore drugs. Vyvanse etc. most people quit trials in the first 30 days. If you push through self educate you’ll find one that works for you. Start on a low dose.
Not sure what the total math is but your just gonna see the worst spending habits in history from the generation getting this. “You don’t teach what you preach. You grow through what you go through.” Winning lottery’s go broke 90% of time…
Robert and I are thrilled that our gift of over 2 million shares of SpaceX stock will be distributed to children’s Trump accounts in December!
Our initial gift (shares transferring to escrow as we speak) will go to 11 to 17-year-olds who live in zip codes with median family income (MFI) of $57,000 or less, and to those who live in zip codes with too few residents for an MFI to be reported in the census. These families should receive a notice by Monday.
In a few weeks, an additional gift will be finalized for eligible 11 to 17-year-old children in military families serving overseas, children in foster care, and more children whose MFI is $90,000 or less living in counties near our home in the great state of Texas.
Thank you to the incredible team @SpaceX, @Treasury, @IRS, @DellFdn, @GreaterHorizons, @InvestAmerica24, and the legal firms of Morgan Lewis and Gibson Dunn for working over the past few months to make this happen.
We are deeply grateful for the groundbreaking work that Brad Gerstner @altcap and @MichaelDell have done for the long-term financial security for millions of kids.
God Bless America!
Reddits gonna lose 40% of search traffic
Reddit is also gonna gain 40% in Arpu from having that segment have accounts with better targeted ads… this is the free square gentleman
Here's something worth considering with $RDDT's declining user growth:
The orange line represents users generating 80% of revenue. The blue line? Just 20%.
Obviously, declining user growth isn't ideal. But when the weakness is coming from the segment generating just 20% of revenue, could this selloff be overdone?
You could argue that their funnel for new users is disappearing, but take a look at 2022 when logged-out users were declining. Notice what happened to logged-in users... they kept climbing.
Forcing users to sign in, like literally every other platform on the planet, should only help that orange line continue to climb. And maybe other LLMs will finally realize they can't go without scraping Reddit's data.
Not saying yesterdays report wasnt bad, it was.. Im just thinking about what this company could become long term which is why most of us invested in the first place.
@StockTrades_CA 80% of income comes from logged in users
Dau up 20% yoy
Mau up 10%
Forcing account sign ups will increase sticking power
It’s at a 15b market cap with expected 2-3b earnings 3-4 years from now 4 fwd p/e basically
@StockTrades_CA 80% of income comes from logged in users
Dau up 20% yoy
Mau up 10%
Forcing account sign ups will increase sticking power
It’s at a 15b market cap with expected 2-3b earnings 3-4 years from now 4 fwd p/e basically