THIS SHOULD NOT BE HAPPENING!!
– Tesla at 359x earnings
– Palantir at 230x
– ARM at 217x
Retail investors aren’t buying companies anymore.
They’re buying visions of the future that haven’t materialized yet, at prices that assume they already have.
Here’s why that’s dangerous:
These valuations aren’t built on what these companies earn today.
They’re built on what someone hopes they’ll earn in 2032, if everything goes perfectly, with no competition, no execution mistakes, and no surprises.
Real investing is buying a dollar of earnings for 80 cents. Finding a business with pricing power nobody noticed yet. Something you can measure today, not something you have to imagine.
What retail is doing now is the opposite.
Paying $5 for the chance of earning $1 someday, based on a slide deck from an investor day three years ago.
Ask any of them why they own it.
The answer is always the same.
“AI is going to change everything.”
“Robotaxis are coming.”
“They’ll dominate the next decade.”
Maybe. But the stock priced all of that in a long time ago.
The only way you make money from here is if the next buyer believes the story harder than you do and pays you more for it.
That’s not investing.
If you want to know where WE are allocating capital, make sure you’re following us.
Many people will wish they followed us sooner.
🚨 BREAKING: Donald Trump is reportedly considering banning major U.S. media outlets and pursuing treason charges over “fake” footage of Iran striking U.S. ships.
Both The New York Times and New York Post confirm that the deadly Iranian attack on the U.S. ship is real.
@RageYTOG@noeydf1@Sergeant_Gunny @NldGuy13 @JoeFash0 You sounds ridiculous rn ain no way this would hold up in court. You’re trynna tell me he wasn’t incapacitated while on fire? He was able to give consent like that?
The new Instagram update really understood what I was looking for:
- none of my friends’ content
- reposted TikToks from meme accounts I do not follow
- 100x more ads
- everything played at full volume against my will
@mybennzzxx @slljnx Nah Words don’t offend me I know what I am I know I’m healthy so why would a random person telling me what I am affect me. I’m 6’1” 175lbs. Mildly athletic.
@EpleyAiden@kkmoneeyy 1) And at no point did I support the promotion of drugs I’m just literally trying to wrap my head around why it would matter so much to you whether the shirts are sold or not. It’s literally not going to affect you financially and 100% not gonna affect the opioid epidemic.
@EpleyAiden@kkmoneeyy “Activist” in your bio but you on buddys neck for a shirt with a logo of a pill on it like if he where to stop making a selling them it’s gon change the whole opioid crisis for the better. Like get a life b
@kkmoneeyy I’m still lost as to why something so insignificant bothers you so much like what is the end goal here. First it was bring awareness to a tshirt it might cause people to relapse or die. Now it’s the whole store promoting “trapping” that bothers you.