Olivia
Online
#1 tesla cultist
@MacroStrategyB
suck elons di*k
Joined August 2022
17 Following
60 Followers
982 Posts
@Jake__Wujastyk AUTOMATIC MENTAL-HEALTH DESTROYER
@JoeSmit11082981 @MrMikeInvesting This guy is straight wallstreetbets. Money is not made in the short term. Thats gambling.
@thejefflutz Look at their valuations
@yejinjgim The US should just take countol of that mickey mouse country temporarily until they figure it out.
@Banana3Stocks @jayden69btc I like you more banana. Ive always thought you were all technicals. Gpu DC revs will go 10 bil+ next year.
@Banana3Stocks 100% agree
@alc2022 Tell us why you think the market is wrong. You just keep blabbering on about stuff we already know. Reading off what was said in earnings report.
@AvdolsPupil @LakeShowYo Amount of successful 68 yd fgs in nfl history = 0
Amount of successful hail maryβs = many
@realMeetKevin Oh no. Short it p. Go all in
@vol888 shes loading the fk out of amd. my stock pick for 2025
@Marc__MD7 @ChainSm99011166 @Scentofawoman10 @InternetH0F Yep. They all just happen to be recording this real moment. As if they knew it was going in. Fake af but little kids are gullible.
@realMeetKevin Oh no. Kevin bullish now?
https://t.co/t7pDVhKDBy
@Jofishdesign Don't be salty because you literally have BTC and TSLA in your bio and I think both are going down bigly.
@vol888 Wow vince youre getting popular on twitter. Consistently 50+ likes now
@jeremyjudkins_ Since this post on affirm, $AFRM is up 125%. He truly is the new jim cramer. Maybe even worse.
https://t.co/wAiVrXGxQT
If the recession truly hits, we believe $AFRM will go bankrupt. They're literally financing their company USING the asset value of consumer loans they hold, which they've discounted just 5% for losses.
This company, which loses a lot of money quarterly, will be upside down with just a 20% correction in loan asset values.
I suspect BNPL loans will be the FIRST thing to get burned in a recession and see 40-70% losses in these loans in an actual recession. Affirm staff have bluntly told me that the risk of not repaying your Affirm loan is not being able to get another Affirm loan. They're not going to repossess your flight, Peloton, or grocery purchase. Maybe your credit gets hit too, but maybe not. That's up to Affirm to report you and reporting BNPL has been questionable at best.
When consumers realize the recourse is nearly 0 to stop paying, the FIRST payment they'll stop making (and probably should stop making), are buy-now, pay-later loans. Maybe @Apple was SMART for getting out of BNPL.
Read this from AP: "NEW YORK (AP) β Apple is discontinuing its buy now, pay later service known as Apple Pay Later barely a year after its initial launch in the U.S., and will rely on companies who already dominate the industry like Affirm and Klarna."
LOL!!! Apple will instead saddle Klarna and Affirm with the debt!! BRILLIANT FOR APPLE! But it's a sign!
The more a recession is priced in, the more tempting shorting Affirm looks.
Note: I have no position on Affirm at this point. I wish I had a fat short, but I have nothing. I wish it were Monday...
@alojoh @garyblack00 You are delusional. Theres a reason gary gets invited to cnbc and youre on twitter barking to the cult.
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