obcapital

equities, know thyself

[obcapital @outerbridgecap]

Court case says $META “Infinite scroll is designed to be addictive” yeah thanks captain obvious so is the 1000 grams of sugar in Coke, Netflix automatically playing the next episode, video games, colorfully packaged Little Debbie’s that inject you with fat, LITERALLY EVERYTHING. It’s called a business

[obcapital @outerbridgecap]

@Pray4Equity It’s funny, so many positive notes throughout this report then they sum it up with a downgrade from 12x to 11x???

[obcapital @outerbridgecap]

$RDDT “Price target implies 11x 2027 EBITDA” I guarantee you these guys have a PT on some trash no grower implying 40x EBITDA just because the price action is strong

[obcapital @outerbridgecap]

@roojoo3 Right? Most of this note seems bullish then they derate to multiple to 11x? Price drives sentiment ig…

[obcapital @outerbridgecap]

If $UBER bought $CART that would be kinda funny

[obcapital @outerbridgecap]

@TheWiseIC Yes, they’re treating cyclical semiconductors as more durable than online advertising - which is arguably one of the best business models ever

[obcapital @outerbridgecap]

$RDDT I don’t mean to scare anyone, but we closed below this IPO trend line - which we have before but the next session has always been an immediate recovery. So let’s hope on Monday we get right back above it

[obcapital @outerbridgecap]

$RDDT

[obcapital @outerbridgecap]

@TheWiseIC Market has had this weird disdain for cash flow this year

[obcapital @outerbridgecap]

What if I told you I order to be long $U, you don’t actually have to be short $APP

[obcapital @outerbridgecap]

@TheWiseIC Downgrading from 12x just because you know

[obcapital @outerbridgecap]

We are gonna get a saaspocalypse V2 as these AI stocks selloff, bc all of us saas baggies who missed the boat are itching to get into these names at reasonable prices

[obcapital @outerbridgecap]

$RDDT just nose diving into the close for no reason, very nice

[obcapital @outerbridgecap]

This is 100x worse than starting with $27m and blowing the account up

[strictrope @strictrope]

If 27.6M of you guys send me a dollar, I’m willing to capitulate and save the AI trade 😂😂

[obcapital @outerbridgecap]

$RDDT

[obcapital @outerbridgecap]

$RDDT on the long term trend line once again this morning

[obcapital @outerbridgecap]

$CRDO looks like it’s going straight to 130s, definitely a max long at those levels

[obcapital @outerbridgecap]

$CRDO getting nuked on no news in the pre-market… Well, no news for most people

[obcapital @outerbridgecap]

You either die a trader, or live long enough to see yourself become a course seller

[Cassandra Unchained @michaeljburry]

Cassandra Unchained monthly rate rising from $49 to $69 and annual rising from $479 to $679.
Subscribe before the end of the month, and you will keep the lower rate for the life of your subscription.

[obcapital @outerbridgecap]

$WDC and $BE market was looking for $1T guide, you thought it was looking for a beat on consensus? Thanks for playing

[obcapital @outerbridgecap]

$WDC and $BE getting no love on those prints. Yeah this market is over with

[obcapital @outerbridgecap]

Elon should be selling $TSLA and doing some open market buys on $SPCX with those numbers he was throwing out.