Cashflow Farming 👨‍🌾

Concentrated portfolio targetting 15% CAGR.

Tech Sales by day, Investing by night.

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

Probably the most comprehensive yet digestible investment thesis on $OKTA you will find online.

I included qualitative/quantitative info and a case study to deliver a well-rounded, insightful thesis.

Curious to hear your thoughts in the comments!👇👇
(full PDF in the comments.)

[The Long AJ @TheLongAJ]

@ariaradnia Still too expensive.

[Aria Radnia 🇮🇷 @ariaradnia]

P/E from 74x to 40x gives you flat after 5 years

Despite earnings... doubling 😬

$ISRG

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

@DrewCohenMoney What do you think of Manus? Its still a bit buggy at times but much better than most agents out there!

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

Looks cool

[stdrc @istdrc]

Hi, I'm RC. I built Kimi CLI at Moonshot last year, and back in 2015, bots that lived in group chats. For the past four months, I've been building Raft in public.

Today I'm launching Raft 1.0.

Right now, working with agents means juggling terminals, sessions, and skills. The more you run, the more you end up holding it all together yourself, and the easier it is to lose the thread.

Raft puts your agents in team mode: one workspace where working with agents feels like messaging your team. The work keeps moving, and you stay at the wheel.

Meet my Raft agent team👇

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

Record trading activity and revenue for the big banks.
Read through looks pretty bullish for $CME and the other exchanges.
$ICE $CBOE $MIAX $NDAQ

[Joshvir262 @joshvir262]

This is the sector rotation we have all been waiting for. A beautiful green day for all but semis. $META is my top position atm

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

@beanstockdoc The next Micron $MU

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

The Market doesnt realise.... $HPE its soooooo easy !!

[stockdoc @beanstockdoc]

"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases," Krishna wrote in a letter to IBM investors.

Long $HPE.

The signs are everywhere.

[stockdoc @beanstockdoc]

"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases," Krishna wrote in a letter to IBM investors.

Long $HPE.

The signs are everywhere.

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

@JerryCap @willis_cap @LibertyRPF @Post_Market $MELI - @CapexAndChill

[Pavel Durov @durov]

@BuddyBearOnTON Yes, Telegram won’t scan your private messages, no matter what banana-republic tricks the EU uses.

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

@DanNeidle Gary is another complete clueless fraud lol

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

@edzitron Move on man, you don’t know what you’re talking about.

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

@realroseceline Typical arrogant

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

@Mindset4Money_X Lol don’t tell this to @edzitron

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

Do people realise compute and semi bottlenecks and delays are bullish for the hyperscalers?

As an asset gets scarce, this bumps up the rental price and increases the lifetime value of your assets.

If you’ve studied companies like Aercap $AER this makes sense. There is such a shortage of planes that Aercap are making record profits from leasing scarce assets.

@edzitron …

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

@edzitron @edels0n Ed Citrus you are clueless 🍋

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

@invest091 Happy 4th Boss!

[Cashflow Farming 👨‍🌾 @Cashflowfarming]

@hamids @CNBC Word

[Hamid @hamids]

Ed runs a PR company and no joke, I want to hire him as my PR agent. If someone with this many horrible takes about AI can get on @CNBC, he must be a miracle worker in PR.

Ed, DM me!