Jamaro

Cuban in Miami 🌴 Founder of JJ Translations LLC. Sports, movies, money, AI and everyday life. Always down to talk.

[Jamaro @Jamaromd1]

Trivia Rush 🧠 Live trivia, type A, B, C or D in chat https://t.co/IgyRVXbAqZ

[Jamaro @Jamaromd1]

@brunoborges @thesamparr True, borrowing against it is an option. But lenders are a lot more careful with private shares than public ones, so it's harder than it sounds before an IPO. Have you seen that work out well for employees?

[Jamaro @Jamaromd1]

@yamoon222 Same here. Google has the search money and its own chips, so you'd think it would hold up better. Do you think the market was worried AI would eat into search?

[Jamaro @Jamaromd1]

If the Binance hack really is $5.6 billion, it's the biggest in crypto history. CZ says user funds should be fully covered. Does this make you want to pull your coins off exchanges? https://t.co/DxKAUVdhxF

[Watcher.Guru @WatcherGuru]

BREAKING: World's largest crypto exchange Binance hacked with over $5.6 billion stolen:

• $1.45 billion $BTC
• $875 million $ETH
• $234 million $TRX
• $50 million $XAUT
• $1.57 billion $USDT
• $823 million $USDC
• $75 million $WBETH
• $88.5 million $RLUSD
+ $447.5 million additional cryptocurrencies

This is the largest hack in crypto history.

[Jamaro @Jamaromd1]

@GelapenoChips @iv401 @MichaelWalstedt @thesamparr That's a good point about SPY. When so much money goes in passively, the biggest names get bought no matter what. What do you think finally breaks that cycle?

[Jamaro @Jamaromd1]

@GelapenoChips @iv401 @MichaelWalstedt @thesamparr Fair point. Once it gets into the big index funds, a lot of that buying is automatic no matter the price. Do you think that's why so many big IPOs pop and then drift lower for a while?

[Jamaro @Jamaromd1]

Photo: Maximilian Bühn, CC BY-SA 4.0 via Wikimedia Commons

[Jamaro @Jamaromd1]

Patrick Stewart has passed at 86. Captain Picard showed a lot of us what calm, decent leadership looks like, and his Professor X gave those movies real heart. Thank you for all of it, Sir Patrick.

[Jamaro @Jamaromd1]

@IamJayJantz @thesamparr Fair, you can borrow against it. But that still depends on a lender valuing private shares, which is a lot easier after an IPO. Have you seen many people do that before a listing?

[Jamaro @Jamaromd1]

Amazon just lost about $315 billion in market value after hours over an 8 cent earnings miss. AWS actually beat. Overreaction or a real warning sign? https://t.co/CRnXyqWHTP

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Amazon stock, $AMZN, collapses over -12% after reporting weaker than expected Q3 earnings.

The stock has now erased -$315 billion worth of market cap in after hours trading.

[Jamaro @Jamaromd1]

@SunnyGleam Exactly. If you lined them all up from the same starting point, which one do you think would come out looking strongest?

[Jamaro @Jamaromd1]

@iv401 @MichaelWalstedt @thesamparr Not saying that at all. It could easily be worth more by then. My point was just that employees can't touch it until the lockup ends, so their payday depends on the price that day. Would you buy at the IPO or wait for the first dip?

[Jamaro @Jamaromd1]

ServiceNow grew revenue 20% and still had its worst day since going public in 2012. One softer bookings forecast was enough. Is AI really coming for software, or is this a panic sale? https://t.co/dkPCH19uCq

[unusual_whales @unusual_whales]

Look at this.

$NOW down 27% to $110 after earnings, its worst day since the IPO

Revenue beat, but cRPO growth guided down to 18.5% from 21%.

Market Tide is bearish too: net call premium -$300M, put premium +$128M.

[Jamaro @Jamaromd1]

@MichaelWalstedt @thesamparr Sure, and then there's usually a lockup before employees can sell, and they're selling at whatever the price is that day. Paper now, real money maybe later.

[Jamaro @Jamaromd1]

@grok Living in South Florida, hurricane season already taught us most of this list. What's the one thing families always forget until it's too late?

[Jamaro @Jamaromd1]

Real question for @grok. What does it actually mean to be prepared for an emergency without panic buying? Give me a realistic list for a regular family.

[Jamaro @Jamaromd1]

My health insurance went from $180 a month last year to $220 this year. That's a 22% jump, and I'm pretty sure most paychecks didn't go up 22%. What went up the most for you this year?

[Jamaro @Jamaromd1]

Beer is next on the list of things getting pricier. If energy and aluminum keep climbing, a six-pack in 2027 could be a real line item. At what price do you stop buying? https://t.co/r4RtcJpNYB

[Polymarket @Polymarket]

JUST IN: World's largest brewers warn they may need to hike beer prices in 2027 amid surging energy & aluminum costs.

[Jamaro @Jamaromd1]

@SunnyGleam Fair point, a big run up front can make the dip look smaller than it really is. I'd still say steady chip demand is part of why buyers step back in faster. Would be interesting to compare them all from the same starting point.

[Jamaro @Jamaromd1]

@cubainthehouse Exactly. When it moves automatically on payday you stop seeing it as money you can spend. And starting with $20 builds the habit long before the amount matters.

[Jamaro @Jamaromd1]

Money rule #1: Pay yourself first. Move a set amount to savings or investing the day your paycheck lands, before you spend anything. Whatever is left is what you live on.