maxmoosey🫎

maxmoosey = max(moose, moose). multi baggers: dave, crdo, eslt, grnd, tmdx

[maxmoosey🫎 @maxmoosey]

@2500capital as adhd+dyslexic, the secret is we can only focus on what we find extremely interesting. I would ask which part of it he finds most interesting. maybe it’s quant over fundamental. teach him to “yearn for the sea” rather than how to build a boat.

[maxmoosey🫎 @maxmoosey]

@davey_juice from anecdotal evidence a lot of their (other) shareholders are hype sensitive retail

[maxmoosey🫎 @maxmoosey]

@stockgutter This was the exact argument against general purpose CPUs: that a job-specific chip would be more performant for the task. Which is true at first. But the innovation flywheel (sales->innovation->sales) and economies of scale favor generalized systems that won.

[maxmoosey🫎 @maxmoosey]

@davey_juice I work in cyber and this is categorically false. That statistic is a myth; https://t.co/rBg9MBokZz

[maxmoosey🫎 @maxmoosey]

@jinacapital Avav

[maxmoosey🫎 @maxmoosey]

@gauravphoenix Goat

[maxmoosey🫎 @maxmoosey]

@benbstwits @BichonRedux There ain’t enough mcp*

[Eric Basmajian @EPBResearch]

If we look at the roughly 500,000 new homes that are for sale, less than 25% of them are completed. In other words, 75% of the inventory that’s listed for sale in the new home market is either not started or still under construction.

6/25

[maxmoosey🫎 @maxmoosey]

+~90%. cashing out

[maxmoosey🫎 @maxmoosey]

Why I’m bullish $ESLT: 1) its an established Israeli weapons company the IDF depends on and is increasing production since the war. 2) Israel is forced to invest in its domestic weapons production after Canada and other have stopped selling weapons to Israel in its time of need

[maxmoosey🫎 @maxmoosey]

@jinacapital Was $dave for me. Got in at 45, then it dropped to 30, I held strong, and now it’s 197

[Palmer Luckey @PalmerLuckey]

Recreating a lost generation of manufacturing prowess and investment will be painful. We can't come off the drug of outsourcing our destiny without withdrawal symptoms.

Problems that took decades to create sometimes take decades to fix. It won't be all sunshine and rainbows.

[Gary @garyHeff]

Am I the only one who didn't know this?

Index ETF P/E ratios are "fudged," and the QQQ was trading at a 90x P/E?

$QQQ $SPY $IWM

h/t Kopernik Global & @DavidBCollum

[Christopher F. Rufo ⚔️ @christopherrufo]

@LHSummers “The rule of law” includes following the Civil Right Act. You thought that Harvard could discriminate, scapegoat, and segregate on the basis of race as long as it was against whites, Asians, and Jews. You were wrong—and now your hubris is causing consequences.

[Eretz Israel @EretzIsrael]

If you only 'care' about wars when you can blame the Jews, then it is not because you 'care'. It is because you are an antisemite.

[Blue Orca Capital @blueorcainvest]

We are short Hesai Group ($HSAI), which, in our opinion, is a Nasdaq-listed Chinese scam actively lying to investors, the Department of Defense (DoD), and an American court. Full report at https://t.co/SsicUF1vPk

[Amjad Taha أمجد طه @amjadt25]

No Muslim or Arab country wants Mahmoud Khalil, an antisemitic, racist, Hamas sympathizer. He roamed Hezbollah's terror hubs in Beirut before infiltrating Columbia University, not to learn but to radicalize. His mission is to hijack students' minds, turning them from seekers of knowledge into Hamas propaganda pawns, useful idiots destined to become either human shields or mouthpieces for Islamist extremism.

Democrats demand his release, not out of principle but out of political desperation. With nothing else to sell, they latch onto this trend, pretending to champion youth empowerment. Hundreds of these so-called activists are academic failures, culture-hating misfits, and naive fools with no grasp of the ideology they endorse.

Allowing Mahmoud Khalil back into universities is no different from welcoming ISIS and Al-Qaeda. The only difference is he knows the PR playbook: shave the beard, play the victim when caught, and let the useful idiots do the rest.

A question for these activists: why has not a single one called for the release of Edan Alexander, the New Jersey native held hostage by Hamas for 533 days? Because he is Jewish, and their so-called human rights concerns are nothing more than a selective farce.

Deport this Syrian-born Palestinian radical Islamist. Hamas does not want him back. Syria has enough global jihadists. The West Bank fears he will stir up more chaos in Jenin. Even in New York, those demanding his freedom would never share a home with him.

A Columbia student? So what? Bashar al-Assad studied in London before slaughtering his own people. Omar al-Bashir trained at a U.S. military college before committing genocide in Sudan. Anwar al-Awlaki earned a civil engineering degree in Colorado before becoming Al-Qaeda’s top recruiter. Sayyid Qutb, the godfather of modern jihadism, studied in the U.S. before calling for the extermination of Christians and Jews. Education does not make someone civilized, it only makes them more dangerous when paired with extremist ideology.

Let’s pray for the swift and successful deportation of this criminal. Let it be a lesson. A bold one. Western civilization must not bow to backwardness.

[Josh Wolfe @wolfejosh]

A tragic loss of humanity. A mind virus that infects the weak and turns then into monsters.

[maxmoosey🫎 @maxmoosey]

Hash of my market prediction for 3-5 years from now:

b53f45f436ce454d82f69dfe5eb0baed1ee32600ef5454298aca3ee6148c679d

[maxmoosey🫎 @maxmoosey]

@jinacapital Hope you took it out while on top?

[Koyfin @KoyfinCharts]

Druckenmiller on why you should never invest in the present.

"It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from now - that's where the price will be".