Spur | Investor

Investor - Long/Short Equity

[Spur | Investor @finance_dat]

Check out my Substack:

https://t.co/aYOCU2ecOV

Going to be posting more in depth pieces there, as I think the platform is more suited for in depth writing than X is! First write up coming in about 2 hours 👍🏻

[Spur | Investor @finance_dat]

@Mike_kim714 27.2

[Kyla Scanlon @kylascan]

Why is the stock market shrugging off... everything? Well, maybe it's betting that AI will save it and that the government won't let AI fail. Call it the AI put.

My new piece in NYT Opinion about the market's reliance on getting rescued:
https://t.co/ZHJactIN2A

[Spur | Investor @finance_dat]

@StockMKTNewz Do you inherit Apple shares? B/c that name hasn’t been $11.81 in nearly 15 years

[Spur | Investor @finance_dat]

@NoLimitGains Tracks GDP pretty well

[Spur | Investor @finance_dat]

Markets are actively shedding the gains from today and likely to dump more in the coming days.

Comments insinuated this war is “close” to being over, but then referenced historical wars and stated that in the coming weeks we would bomb more. No shot this ends soon.

[Spur | Investor @finance_dat]

So the plan for reopening the Strait of Hormuz is to just let it open naturally after we “bomb them to the Stone Age”

What are we talking about man.

[Spur | Investor @finance_dat]

Sam Altman might be the anti-Christ

[Chief Nerd @TheChiefNerd]

🚨 SAM ALTMAN: “We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter.”

[Spur | Investor @finance_dat]

If AI mindlessly agrees with everything you say it doesn’t provide a productivity boost, it actually becomes a key component of groupthink. Encouraging bad ideas and reinforcing bad decisions is ultimately a threat to humanity.

[Boring_Business @BoringBiz_]

Extremely dangerous for society if everyone has access to a free therapist who essentially just reinforces all your bad decisions

The second and third order consequences of this are unprecedented

Expect some extremely negative side effects from this, especially in children and teenagers

[Spur | Investor @finance_dat]

@JoshKale I can’t wait for all the $HOOD mega bulls to tell us how this fine print is actually a good thing

[Spur | Investor @finance_dat]

@pepemoonboy Maybe. Or maybe it’s because they stagnated on growth with a stock that’s down 75% so the best way to return value to shareholders is to correct the initial over hiring.

You’re very much an AI pessimist so this narrative fits your agenda. The real picture is murkier

[Spur | Investor @finance_dat]

@pepemoonboy They’re all elected officials so yes most voting Americans would believe the person they voted for have the best interests of their constituents in mind.

Take a look in the mirror man, maybe you’ve got some waking up to do

[Spur | Investor @finance_dat]

@pepemoonboy Homie the whole ruling is just based on blanket tariffs, you’re framing this like it takes all power away from the president. It’s just declaring the president doesn’t have unilateral decision power, which has always been the case.

[Spur | Investor @finance_dat]

@pepemoonboy He just can’t do universal tariffs, it’s not anything against individual countries tariffs but can’t blanket them anymore

[Spur | Investor @finance_dat]

@amitisinvesting I’d assume the real narrative is cash flow, industrials and consumer staples aren’t spending as aggressively as tech is and that’s the narrative scaring investors rn

[Spur | Investor @finance_dat]

@jtourzan Was about to comment that he’s disconnected from bridgewater nowadays but he’s been saying the same type of thing for the past two decades. Truly a god level fear mongerer

[Spur | Investor @finance_dat]

@StockViking It’s also pretty telling the pure amount of option order flow they have. Their entire system is designed to hook young people on risky trading contracts without entirely educating them on what they’re buying

[Spur | Investor @finance_dat]

This is the beauty of markets in a nutshell:

One guy sees P/S of a financial services company and thinks undervalued

Other guy (me) sees sector average P/S of financial services as 3.2 and thinks overvalued

The beauty of markets

[Qualtrim @qualtrim]

Robinhood appears to be disconnected from it's fundamentals.

Price to sales ratio: 15.6x
Revenue: $4.47 billion

The chart says it all.

$HOOD

[Spur | Investor @finance_dat]

I’m all for Dalio posting this, but the amount of people quoting this like it’s a sign from god is ridiculous. Dalio has been posting articles about the global economy for decades and has been pretty consistently wrong in recent history. Albeit Bridgewater continues to do well 🤷🏼‍♂️

[Ray Dalio @RayDalio]

https://t.co/tjmbT5ytUN

[Spur | Investor @finance_dat]

I’m convinced this administrations only agenda is to try as hard as they can to set us back 50 years

[The White House @WhiteHouse]

Keeping cool while Making America Hot Again. 🏁

Auto start-stop is officially dead.

[Jimmy King @Jimmyking35]

“The only thing more powerful than hate is love” on the Jumbotron behind him. Powerful.