Admiral Donuts

[Admiral Donuts @AdmlDntz]

@Crussian17 Is GTA success not priced into stock?

[Admiral Donuts @AdmlDntz]

@ZaStocks Right now people are making money. The problem is when these stocks eventually fall, a lot of people will lose money. It's an equalizer. You can't just make money while you can and "take advantage" because no one knows when things will fall apart. A lot of people will lose money!

[Admiral Donuts @AdmlDntz]

@Gubloinvestor What if AI spending declines?

[Admiral Donuts @AdmlDntz]

@Gubloinvestor @TheFinanceFlow I wonder if AI budgets decline or suddenly drop sharply in the future for one reason or another. S&P and Nasdaq forward p/e will sharply increase and the indexes will tank since overweight in semis.

[Admiral Donuts @AdmlDntz]

@P_Remarks $GTLB tanked 60% after beating estimates for the last six months and now it will skyrocket after beating estimates and already being up 70% since it bottomed

[Admiral Donuts @AdmlDntz]

@davey_juice I sold my entire position, will probably regret it but I am hoping for a lower re-entry

[Admiral Donuts @AdmlDntz]

@P_Remarks Hard to invest in a company with a CEO like this. What will it take for you to sell?

[Admiral Donuts @AdmlDntz]

@ariaradnia Why didn't they get into commerce a long time ago?

[Admiral Donuts @AdmlDntz]

@davey_juice Market is bipolar recently. If they treat $RBRK like $TEAM then they might have much further to fall unfortunately. I am long $RBRK but a bit worried how market will interpret their high SBC. No one cared before but now they do. Will the market revert to not caring again? Dunno

[Admiral Donuts @AdmlDntz]

@LiebermanAustin @bipulsinha He has written this kind of stuff in the past, not a big deal https://t.co/baTxsLlUzk

[Bipul Sinha @bipulsinha]

Happy New Year!

I am looking forward to more mindlessness (not bound by past), spacelessness (not bound by physicality) and relentlessness (only maximizing present opportunities) in 2026.

You?

[Admiral Donuts @AdmlDntz]

@drowsyinvestor @davey_juice I wouldn't read too much into it, he does appreciate philosophy. He has posted similar stuff in the past. Look at this post from New Year's, nothing really suspicious. https://t.co/baTxsLlUzk

[Bipul Sinha @bipulsinha]

Happy New Year!

I am looking forward to more mindlessness (not bound by past), spacelessness (not bound by physicality) and relentlessness (only maximizing present opportunities) in 2026.

You?

[Admiral Donuts @AdmlDntz]

@Crussian17 "A Salesforce spokesperson provided further clarification on this, stating that this is part of a wider effort to bring Agentforce and Slack together under the leadership of Joe Inzerillo, the President of Enterprise AI and Technology at Salesforce."

[Admiral Donuts @AdmlDntz]

@WVinvest1 @Vince85623723 It was up 30% after earnings, it dropped due to SaaS selloff, not poor earnings

[Admiral Donuts @AdmlDntz]

@Crussian17 $OKTA defying gravity

[Admiral Donuts @AdmlDntz]

@davey_juice @StockMarketNerd Hey, just a bystander here 😅 Been following you for a while and I really appreciate your perspectives/analyses on stocks but I have to admit you are often volatile and confrontational with the language you use in your posts. Just a second opinion.

[Admiral Donuts @AdmlDntz]

@JoTrader4 @SixSigmaCapital I've been looking to re-enter this one. Any levels to watch out for? Hoping to buy low 100s.

[Admiral Donuts @AdmlDntz]

@TheLongInvest So there is one more wave up before we have a correction?

[Admiral Donuts @AdmlDntz]

@LogicalThesis I keep seeing posts about consumers feeling the squeeze and getting more pessimistic