Matt Davis

[Matt Davis @mattdavisdfw]

@amelia_tweetz Let’s also stop thinking the universe was created to be “fair” to earthlings. It was not. Let’s stop comparing ourselves to others, instead let’s just love each other and find that how much space we have becomes less important.

[Matt Davis @mattdavisdfw]

@amelia_tweetz Option 1 -Choice. Love where you want to live. A very short drive away and rents are very different. No one is locked to the city.
Option 2 - Roommates. Rich people choose to spend money on more space. Take less.
Option 3 - Familes…love together. Worked for thousands of years.

[Matt Davis @mattdavisdfw]

@mdubowitz FINISH THE JOB……NO NUCLEAR CAPABILITIES….NONE.

[Matt Davis @mattdavisdfw]

@amelia_tweetz "Should" needs to be clearly defined.

It would be nice if hard work provided an ever increasing standard of living, but that's not the way the world works.

Go back 300 years. A farmer and his family work each year to different outcomes, out of their control.

[Matt Davis @mattdavisdfw]

@StockSavvyShay If Quantum computers do render security moot, what do we do? All go to gold?

[Matt Davis @mattdavisdfw]

@patefortworth Almost every portfolio has declined over the last few weeks. This one you highlighted has declined a lot. But what is the actual ROI? I have seen lots of people post clickbait about his losses from his high, but what is his YTD or lifetime ROI on the fund? Isnt That what matters?

[Matt Davis @mattdavisdfw]

@Amena__Bakr With only a simple and cursory review, this would seem contradictory. Process a bit more to the second and third level. What is the objective of the parties? Iran appears to want control for leverage beyond the Strait. US wants efficient global trade.

[Matt Davis @mattdavisdfw]

@hamids Agreed: The next re-rate is to 15x forward 12 months EPS. We are now at FTM $120+ AND on 12/09/26 capital return restrictions from CHIPS end and 100% FCF will flow to buybacks putting a floor under the stock and enhancing demand.

15 x $120 = $1,800 for a 58% ROI

Yes please!!!!

[Matt Davis @mattdavisdfw]

@SenSanders It's cuz they get the same amount back from SS.

[Matt Davis @mattdavisdfw]

@hamids @elonmusk @wholemars @CathieDWood driver Elon knows most about is deflation from lower consumption from fewer people. AI doesn't cause it overall, just in the labor market. Labor wages goes to zero for humans....but the robots cost more and more and drive inflation in new ways....chips, memory, steel, power, etc.

[Matt Davis @mattdavisdfw]

@SenSanders No consumer is beholden to Apple products. There is absolutely no reason anyone "needs" to buy Apple products. It's a choice, as is their pricing. Please stop pandering your headlines to Americans who need you to lead them, not manipulate them.

[Matt Davis @mattdavisdfw]

@hamids The foundation that this level of on-market buying does for a stock is very impactful. To date, we have swings driven by large trading firms and algos. With a corporate buying plan to soak up shares when beaten down, those swings are lessened while reducing share count

[Matt Davis @mattdavisdfw]

@hamids Let's assume $75-80B in free cash flow in combination with your estimate of $120 per share future eps. Let's assume they add another $5B per quarter in investment in customers to lock in contracts, and/or some additional CapEx, leaving $50-60B in free cash to PURCHASE NEW SHARES.

[Matt Davis @mattdavisdfw]

@bakhrali @hamids With the awareness now clearly public regarding the sprint to GenAI to leverage in espionage and warfare, Chinese chips are not going to be purchased in the Western world. And, which is THE ONLY memory mfr based in the Western world? MU!

[Matt Davis @mattdavisdfw]

@hamids @elonmusk And finally….the real story is that the USA will get their share…..California could have gotten a massive payday as well, but lost it

[Matt Davis @mattdavisdfw]

@hamids @elonmusk And the press can show time horizons when the laborers pay that the wealthy that don’t as they hold assets….death and taxes….at some point they pay and they pay the bills for us all…which never gets reported

[Matt Davis @mattdavisdfw]

@BasedMikeLee Sanders is a dick.

Should be jailed for spreading lies meant to manipulate those within our society that don’t know otherwise.

[Matt Davis @mattdavisdfw]

@hamids What a so silly is that wormholes are just not possible. There is no physical bending of the “fabric” of time. Time is not physical, it’s not a fabric or a trampoline or any physical thing. The ever-present phenomenon of energy decay happens more slowly as gravity rises. Thats it

[Matt Davis @mattdavisdfw]

@hamids I have zero credentials in the investing community, but do have a track record of showing average to above average intelligence in some areas....with that said, I am going on the record for a beat and raise again. Put me down for a solid beat at $20+ and $120 FTM.