Dj global

life is not without a sense of irony

[Dj global @rockspinning]

@TheCompoundNews @PIMCO @michaelbatnick @Downtown Not enough stock picks. At least talk about convertible bonds…..

[Dj global @rockspinning]

Listening to the beginning when he quotes a philosopher that says nothing changes. I think he forgot one thing- mispricings (bad estimates). Also, I like when he talks about value managers and how they are not made to play higher multiple companies. They are still out there people, and they shit on AI everyday. Take advantage.

[Dj global @rockspinning]

A lot of market commentators said that $RKLB weakness today was due to SpaceX S1. But, in fact, the shares were down due to an equity distribution agreement filed yesterday for $3B in securities, commonly known as a Secondary. Thats it folks, just to clear up any confusion by the media. #CNBC

[Dj global @rockspinning]

@chamath Long golf

[Dj global @rockspinning]

$CAR short squeeze is one for the history books. I think $LCID looks very similar with a 50% holder and now uber buying

[Dj global @rockspinning]

So much for the elevator down and the stairs up. #cnbc #market #allin

[Dj global @rockspinning]

#mythos. Another reason to hate sass and love cyber security

[Dj global @rockspinning]

thanks to @TheCompoundNews and @awealthofcs and @michaelbatnick for recommending the @fundrise accounts a while ago. Now I own $vcx which seems to be skyrocketing.

[Dj global @rockspinning]

thanks to @TheCompoundNews and @awealthofcs and @michaelbatnick for recommending the @fundrise accounts a while ago. Now I own $vcx which seems to be skyrocketing.

[Dj global @rockspinning]

Yet again, oil trading proving that pre-market action is a suckers game

[Dj global @rockspinning]

#ai AI’s milkshake is better than yours, better than yours

[Dj global @rockspinning]

Funds that don’t go private, go public

[Dj global @rockspinning]

#sass. There is only so long you can hold a ball under water. Either the earnings will fall or software will recover

[Dj global @rockspinning]

The thing about #SaaS is, I can sell the stocks but private equity can’t

[Dj global @rockspinning]

I don't think the healthcare rally has anything to do healthcare #cnbc #trading #markets

[Dj global @rockspinning]

I wonder if #raydalio saw the budget surplus last month. Don't think the 10 year has any business over 4% atm #cnbc #InterestRates

[Dj global @rockspinning]

I like the bubble talk. First, it means that we probably have 50-100% more to go, based on previous bubble talk times. Second, the stocks that they talk about as 'in bubbles' are the ones that will probably double. #s&p #bubble #cnbc

[Dj global @rockspinning]

After listening to #bg2 great debate on round tripping GPUs, ive come to the conclusion that, like the US deficit, it won't matter until it matters. And at that point all bets are off. $nvda $amd

[Dj global @rockspinning]

@MelissaLeeCNBC @GuyAdami @timseymour @karenfinerman @CNBCFastMoney Way to go Tim Seymour for your answer to whether a 4% CD is preferable to the market for the next 6 months. Sad to see so many pros so bearish. This is the roaring 20’s. Lots to like in this market.

[Dj global @rockspinning]

I’d say one of the biggest reasons to stay long Chinese stocks, is that with real estate slowly deflating, mainland citizens will look to the only other liquid investments that are available. With limitations on gold and crypto, stocks make sense. $kweb $baba