futureman

not investment advice

[futureman @futureman1977]

@StockMarketNerd -20% on that print intraday tomorrow

[futureman @futureman1977]

I can see $crwd being down $150 tomorrow. bloodbath loading.

[futureman @futureman1977]

@BarExamTutor @KristinaParts 74% margins is pretty good.

[futureman @futureman1977]

hok is forecasting $avgo earnings acceleration through 2028. 2027 and 2028 big inflection years.

[futureman @futureman1977]

@GuyAdami The disruption narrative is in control of $v and $ma, that’s the problem. $411-430 is where I plan to accumulate (21-22x forward PE). You’re getting the moat for free.

[futureman @futureman1977]

$ma will bottom at $411 (21x forward PE)

[futureman @futureman1977]

@WisemanCap $meta will retest $570

[futureman @futureman1977]

the moat has been priced out $ma

[futureman @futureman1977]

@BourbonCap The $ma and $v moats have been removed from the price. sad. Trading a sneeze above a market multiple now.

[futureman @futureman1977]

@dividendology It’s over. The moat is out of the price. Market has decided $MA is a disrupted business.

[futureman @futureman1977]

@DevotedDividend $GPIQ

[futureman @futureman1977]

@RyanDetrick The Fed will become a factor again in the coming months. Rate hikes fears will rattle markets this summer into fall. Mark it.

[futureman @futureman1977]

@JerryCap There are massive call walls in the megacaps $nvda $MSFT and $meta to keep them pinned down to stop the indexes from blowing out to the upside. These call walls are backed by unlimited money supported by institutional short complex.

[futureman @futureman1977]

@PharmDabbler I would wait til it retests 570

[futureman @futureman1977]

@LazaroInvestor How can you look yourself in the mirror in the morning??

[futureman @futureman1977]

@LazaroInvestor You’re underperforming the S&P 500 by a wide margin.

[futureman @futureman1977]

@jimcramer saaspocalyose was deepssek scam narrative part 2

[futureman @futureman1977]

@kinginvestings The S&P multiple hits 23x forward, probably time. Not there yet. Market is still fairly valued

[futureman @futureman1977]

@FinanceJack44 They are one half of a duopoly forming in cybersecurity other half is $crwd. That’s what’s being priced in. growth will accelerate with the expansion of AI in the enterprise. Strong growth trajectory locked in.

[futureman @futureman1977]

@markflowchatter “neo cloud safety valve”? do we need a “safety valve”??