shipoey

[shipoey @shipoey]

@WillBiddy_ Exit multiple of 25 is fucking ridiculous lol. Especially if you are assuming only 12% growth 🤣🤣🤣🤣

[shipoey @shipoey]

@TomSzczypka @citrini Software seems to be counter to semis currently

[shipoey @shipoey]

@F_Compounders P/fcf after counting sbc as a cost is like 10-10.5 depending on the price. Not small cap. One insider bought at 193$. Almost all FCF being used for buybacks. $ADBE

[shipoey @shipoey]

@LeveragedFun @ondrejslunecko wait are you sure lower stock price means higher equity compensation costs in dollars? first time I'm hearing about something like this. could you link me something that explains this well? counter side of the argument is that there are a lot more buybacks at a cheap price.

[shipoey @shipoey]

@LeveragedFun @ondrejslunecko So higher sbc is just a one time thing?

[shipoey @shipoey]

@awakenowzone @danielnewmanUV moorhead hitterally said to buy intel at 20$, he was one of the few public analysts that was supportive of intel back in 2024-2025, when it was complete ridiculed every day by everyone else

[shipoey @shipoey]

@mugabist @KlonnyPin_Gosch There is literally a whole police investigation of it, with multiple scenes of him trying to get away with it???

[shipoey @shipoey]

@ariaradnia i dont even understand the "opportunity cost" argument. if you have already held trough a downturn or stagnation while the rest of the market was going up, then you have already paid the opportunity cost. You already lost out on the opportunity, why sell now????

[shipoey @shipoey]

@DukeInShadows your trolling right?

[shipoey @shipoey]

@Gubben89 do we even know why?? IGV is literally green

[shipoey @shipoey]

@zeroxpectation is this the initial sabr buy or is this an additional buy? after the whole board seat and stuff

[shipoey @shipoey]

@Speedwell_LLC I like the pace

[shipoey @shipoey]

@SpacBobby you don't think it could be some news?

[shipoey @shipoey]

@KairosPraxis Stock ended up 4% up on the day (ridiculous price action lol), really thinking of adding on Monday if it stays flat or goes down. My position is already pretty big though, so I really don’t know what to do. What’s your plan of action?

[shipoey @shipoey]

@incognitoV1_ @camolNFT this is the dumbest shit ive seen on CT yet