Max

long-term investor | defense | innovation | USC M.S. Finance

[Max @maxwellhelfert]

@jbulltard1 So true

[Max @maxwellhelfert]

@pennycheck Largest position. Comfortable adding here

[Max @maxwellhelfert]

@masayoshisson Like $PANW short the best. Neoclouds too. Disagree on $TMDX, maybe next 2-3 mo

[Max @maxwellhelfert]

$ONDS being ~2x the EV of $LASR is wild. Long both

[Max @maxwellhelfert]

@DiligentPlane Agree

[Max @maxwellhelfert]

@DeepValueBagger Him and Citadel total manipulation. I believe Burry was long underlying or short puts at close today.

[Max @maxwellhelfert]

@RJCcapital He's secretly long. We squeezed his followers

[Max @maxwellhelfert]

@daniel_koss U have balls. Congrats

[Max @maxwellhelfert]

@JonahLupton The sentiment around $APP is awful right now. What will it take to change? Stock looks cheap but feels like it will drop below 300

[Max @maxwellhelfert]

@KobeissiLetter It should go up

[Max @maxwellhelfert]

@DeepValueBagger This is the one stock I would never touch under any circumstance because of the CEO

[Max @maxwellhelfert]

@TheBigBerbowski S&P hit ATH yesterday...

[Max @maxwellhelfert]

@FI_Wagz @SayNoToTrading @semidoped No better buyer than US govt

[Max @maxwellhelfert]

@DeepValueBagger Great calls.

[Max @maxwellhelfert]

All stocks in the world are valued based on: present value of future cash flows minus net debt

[Max @maxwellhelfert]

@DeepValueBagger @therogueoracle anime pfp

[Max @maxwellhelfert]

@Dehix_Trades It's up 30% in a month what are you talking about

[Max @maxwellhelfert]

@FIREDUpWealth $APLD

[Max @maxwellhelfert]

@burak_finance @elonmusk Don't see it that way at all

[Max @maxwellhelfert]

@YodaStockInvest Take more risk