Max

doctorate in premature accumulation

[Max @maxreturns_]

@AIGryffindor @thatxhandle The future value of cad software will be 0, that should be priced into the stock. It’s not. It’s trading at generous forward multiples still relying on past performance to hold up. It’s not going to be from one day to another, it will be a slow bleed

[Max @maxreturns_]

@USA_beengreat Integrations and features can be reverse engineered, they actually already have been (See CADcraft).

If I gave you a free tool that looks and feels like what you're used to paying $1000's for, you would jump at the chance to cancel. There will be no price defending

[Max @maxreturns_]

@thatxhandle @AIGryffindor have you seen whats happening with reverse engineering? seen CADcraft? Paid software is becoming open sourced.

[Max @maxreturns_]

Autodesk is heading to 0. $ADSK

[Max @maxreturns_]

@thatxhandle @AIGryffindor Autodesk is a zero. All their software has been reverse engineered, uploaded for free. Design software is facing its Napster moment. There’s no moat here

[Max @maxreturns_]

Can’t believe more people aren’t shorting $ADSK here. Screaming short. Their CAD software has been reverse engineered, genie is out of the bottle. No moat.

[Max @maxreturns_]

@blondesnmoney @qcapital2020 Think it’s AI generated maybe?

[Max @maxreturns_]

@compound248 No one is wearing nikes. Go to any gym, run club or similar. Boomers are in comfy Hoka or On. Kids don’t rate em. They must go thru a fashion cycle reset, disappear for a while and come back.

[Max @maxreturns_]

@compound248 Yup Nike stores are literally DEAD in Copenhagen. Walk up to the Sport24 retailer and they stock more ON, Adidas brooks hoka and the like, can’t remember seeing Nikes. This is one of the biggest malls in Copenhagen.

[Max @maxreturns_]

@realDonaldTrump This WAS already the CASE!!

[Max @maxreturns_]

@AcenPirate @jmillette77 Im down 25% on this gem.

[Max @maxreturns_]

@CBthfc_ Savio is left wing

[Max @maxreturns_]

@ToonTakeover_ what happens when livramento comes back?

[Max @maxreturns_]

@TheFatGoalie Dont necessarily think so, rejindersand boaudi as backup for Elliot

[Max @maxreturns_]

@FPL__Raptor BB 2 quadruple conventry

[Max @maxreturns_]

@nicoalbanese10 What is this propaganda 😂

[Max @maxreturns_]

@cobie @heart_ What’s the coin of the day sir

[Max @maxreturns_]

@natmartin Cool stuff dude

[Max @maxreturns_]

@reallyoptimized @Rvinther1 Dude this again just get out of the country if you hate it so much etf 😂