David Shabotinsky

[David Shabotinsky @dShab0]

@kevinxu Oh no just a messily 2x now lol

[David Shabotinsky @dShab0]

@hypergrowth102 That’s huge

[David Shabotinsky @dShab0]

@growthrapidly Near term drag on margins maybe?

[David Shabotinsky @dShab0]

@TheLongInvest You jinxed us :(

[David Shabotinsky @dShab0]

@vitaliidodonov @HighSignal_AI MRR

[David Shabotinsky @dShab0]

@weary_centurion Same. Of course NFA. Just curious if you’re taking advantage of this dip

[David Shabotinsky @dShab0]

@MikeLongTerm This is how we get to 6.5bn in revenue….

[David Shabotinsky @dShab0]

@weary_centurion I’d be fine with a ODD re rate to 128x from 6x ;)

[David Shabotinsky @dShab0]

@hypergrowth102 Something is cooking when we both agree on a pick

[David Shabotinsky @dShab0]

@kevinxu You sold HLIT?

[David Shabotinsky @dShab0]

@kevinxu Second mover advantage on your stock picks?

[David Shabotinsky @dShab0]

@hypergrowth102 Finally some insider action

[David Shabotinsky @dShab0]

@p1stocks Very interesting thank you! Will explore further, from first glance the digital ad business is a bit worrisome given the AI Overview introduction by Google. Btw take a look at ODD ;) trading around gross cash and ~6x P/E ratio

[David Shabotinsky @dShab0]

@hypergrowth102 I am. feel free to DM if you want

[David Shabotinsky @dShab0]

@weary_centurion 6 p/e in today’s market is unbelievable

[David Shabotinsky @dShab0]

@hypergrowth102 I answered your questions in good faith because I'm actually curious to hear your side on this.

[David Shabotinsky @dShab0]

@hypergrowth102 You demanded I answer your own question about why Jews were historically persecuted. I give you the historical context, and suddenly that’s me playing the victim? You're starting to argue with yourself

[David Shabotinsky @dShab0]

@hypergrowth102 Are we omnipotent puppet-masters or perpetual victims? You’re falling into Schrödinger’s paradox. Your grand conspiracy is just medieval PR: kings brought Jews in to collect taxes, then exiled them to deflect public anger