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@ragingbullcap I was also super confused that September metrics were such a negative catalyst since the data is reported daily.

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@drakemayeloverr No man left behind. 😤

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@LizAnnSonders Maybe this is a common pun but it’s first time I’ve seen it and it is excellent.

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@tradingbios Yah I also don’t know but that seems as reasonable a guess as any. But that’s why the stock trades so terribly. Hard to have faith in the terminal value.

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@buccocapital i thought the bessent post was AI, because surely he would never post this...

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@lazereater Best I can figure is combo of Tucker / Trump tension, Zyn stepping up spend, low risk of estimate revisions intra quarter since timing of reshoring / margin improvement is as uncertain as ever, optically expensive if they spent all this money on sg&a very poorly.

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@MaxNPalmer I also made this yesterday after seeing that same post.

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@yitong How did dumpling home not make your list

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@rebound_capital Tough macro and killing dogs probably didn’t help.

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@DoubleEagle1907 @tmccutcheon3 @lazereater To be clear I mean it sounds like shockingly bad economics at their scale

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@DoubleEagle1907 @tmccutcheon3 @lazereater Can you recall which sell side report said this? I don’t follow bti/mo closely but breaking even at $3.5 doesn’t sound possible so would like to understand how they came to that view.

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@realroseceline New to this name so maybe dumb q, but is insourcing risk by the large customers why it trades at a relative discount? Will the stock de rate suddenly if a large enough customer insources a country? Will stablecoins ultimately eliminate some of the margins on the intl txns? Thx!

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@KairosPraxis @Invesquotes I think it is mainly relevant to be very cautious about the #2 in industries where the network effect is super strong. Like uber / lyft. In industries where it’s not winner take all it seems to be ok to consider #2 at a better valuation/stage of growth. Like tjx/rost/burl.

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@jbulltard1 Your 8/3 post was the first thing I thought of when I saw $docs print. Sadly I did not participate because I thought this was a dumb business haha

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@unusual_whales i plan to teach my dog calculus and make him do my homework for me!

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@dalibali2 Nicotine pouches. If you believe the theme, tpb and haypp highest torque, deliberately under earning as they invest in growth.

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@thewatsonview I’m new to the story and think it is asymmetrically positive. That said, isn’t there a ton of false precision in trying to translate trading volumes to revenues since we don’t know what sort of incentives are offered? The volume trend looks encouraging though.

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@unusual_whales This will move up another 40bps in 3mo when @elonmusk turns 55!

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@niccruzpatane @Tyler6408 @Waymo Someone threw a water balloon at my wife while she was driving our model Y, about 2 miles from this intersection. Probably the same people. they looked to be teenagers, three of them. This was August 6th around 3pm. Sharing this data in case @Waymo can use it to track them down