idontknowmyname

[idontknowmyname @Kabuhl]

@utopia_escape @cap_zay through capex, not capital gains

[idontknowmyname @Kabuhl]

@wolfigcc @GavMcCracken Any "experts who saw a deficit going into the year" are not experts.

if you're talking about Josh Young or Eric Nuttall I'm gonna jump off a cliff

[idontknowmyname @Kabuhl]

@fivepointscap At the point when random fintwit accounts stop quoting non-GAAP PE.

Given this tweet, not yet.

[idontknowmyname @Kabuhl]

@Secrets4stocks you have to extrapolate smh

[idontknowmyname @Kabuhl]

@Quizcroc @_a9lim two LLMs fighting it out

hilarious thread

[idontknowmyname @Kabuhl]

@atelicinvest gonna call it right now: bullshit

excessive use of jargon is never a good sign. why ∂U/∂x instead of dU/dx when U is only dependent on x? because ∂ looks cooler. bro is just trying to impress. it's not a partial derivative, use d you weirdo.

also the thread is AI-written

[idontknowmyname @Kabuhl]

@MosesSternstein rough PEG for software

[idontknowmyname @Kabuhl]

@k3ithmccullough damn the x algo is on fire. down 40% on $CHTR and I get tweets like this on my timeline.

[idontknowmyname @Kabuhl]

@taobanker explain how I'm too stupid to exit when the signs are so obvious

yeah you can't

[idontknowmyname @Kabuhl]

@shidellian $DVA?

Took me a while to come up with that answer, though, which says a lot.

[idontknowmyname @Kabuhl]

@qcapital2020 the same people who said "no evidence for decline in PayPal's business" 3 years ago are saying the same shit now, just for Adobe

when will they learn

[idontknowmyname @Kabuhl]

@negligible_cap Yes General Motors, the largest military contractor during WW2 :)

[idontknowmyname @Kabuhl]

@AustinsStocks some dumb ass comments here

makes me rethink my adbe long

[idontknowmyname @Kabuhl]

@taobanker buyback poasters are the bane of fintwit

I mute them the second they pop up in my feed, but like silverfish a new one appears every few days.

[idontknowmyname @Kabuhl]

@institLPGP Alright, we are now in the era of chart crime being overused.

disagreeing with a conclusion != chart crime

[idontknowmyname @Kabuhl]

@PythiaR wait really? that's what he said?

jesus christ I only saw the headlines and was like wtf

[idontknowmyname @Kabuhl]

@evrgn11112231 I'm long since day before earnings because I'm a retard, but this earnings report kicked my expectations down a notch. Organic decel is pretty much what bears were warning me about, and it seems to be happening.

[idontknowmyname @Kabuhl]

@evrgn11112231 Bear case is SaaS losing pricing power, right? $ADBE going freemium pretty much confirms that bear case.

re vibes: it's a reddit favorite and has been for a year.

[idontknowmyname @Kabuhl]

@P_Remarks I see we're at the bargaining stage of grief.

[idontknowmyname @Kabuhl]

@WillBiddy_ love me bear cases with growing fcf

reads like the pypl "bear cases" from 3 years ago