tbdman

Life long community bank exec, CEO and board member. Took the 🍊 pill late in life.

[tbdman @tbdman]

@Orioles @masnOrioles Hey @Orioles... think it's time to add another competitor the the race at home? Ketchup, mustard, relish and MAYO!

[tbdman @tbdman]

@Alice_MiaX Full Self Driving is a game changer. Once you use it, you will never go back. Seriously just take a few rides with FSD before making a decision.

[tbdman @tbdman]

@AdamBLiv Thank you @AdamBLiv ... My brokerage account balance thanks you also. I listened and confirmed my conviction on $ASST. Leaps look expensive to me at this point. Agree?

[tbdman @tbdman]

@aditasyau Not true. Just downloaded last 1 year prices. You would have lost a bunch.

[tbdman @tbdman]

@WheelieInvestor Just downloaded the data for the last year. This is totally wrong. Actually you would have lost about 80% doing this. Thanks for giving me one more account to block and unfollow. You should be ashamed of yourself for posting crap like this.

[tbdman @tbdman]

@OriolesMagic23 Dylan Bievers

[tbdman @tbdman]

@grok @chloemortedz @Grok I believe those are ramps with rumble strips to stop runaway cars or trucks that have failed down a steep hill. Am I correct?

[tbdman @tbdman]

@CPyles8 @CalRipkenJr I was at Cal's first game in the streak and also his last. Glad to have you in our city. Happy to host you for dinner in Little Italy and chat wrestling.

[tbdman @tbdman]

The Clarity Act is far from perfect. But a lot of work has gone into getting it to the current form today. It must pass. Not necessarily for what's in the bill, but because the result of NOT passing it is really bad for the USA.

Without Clarity, fiduciaries can't commit institutional dollars. China and other countries will become the home to this massive industry. Most importantly, crypto companies will continue to grow unregulated and another FTX will happen.

[tbdman @tbdman]

@SpencerHakimian Candidate for tweet of the year

[tbdman @tbdman]

My biggest risk is not cyclical demand. It's execution risk on the $50 billion in cap ex building new supply. It's like saying we're going to build 25 Jerry Jones stadiums in the next year or so. Behind all that spend are supply chain challenges and local permitting boards. I can't imagine to he effort behind spending this much money

[tbdman @tbdman]

In 50 years I never heard an earnings call that shook everything thought I knew like $MU today. I think most of you that didn't listen are underestimating a few things said. Demand is so insatiable as far as anyone can reasonably see out that customers were willing to put up $18 billion in cash deposits just to hold their place in line. Oh, and the cash is UNRESTRICTED! (More on that in a later post).

Then the companies pony up more cash to buy memory at 86% margins. But the cash deposits aren't used to pay for the new orders. They need to put up more cash a second time. And they don't get their deposit back for several years until the contracts to buy are fulfilled.

[tbdman @tbdman]

@hamids $1,500 share price is a slam dunk. The options market seems to be pricing in $1,700 by end of this year.

[tbdman @tbdman]

@hamids They've basically guaranteed $100 EPS for the next two to three years even with all the cap ex and no new revenue growth beyond next quarter. What multiple do you put on this?

[tbdman @tbdman]

@jayplemons Maybe one of the most salient points I have ever heard on X. @friedberg needs to shout this message from the rooftops. I hope this goes viral. The attacks on capitalism are rooted in this clip.

[tbdman @tbdman]

@WrestlingJunki6 2 for 8...hope you didn't put money on it

[tbdman @tbdman]

@Liza137823 $40

[tbdman @tbdman]

If $STRC was at risk, then the entire complex would have followed. $SATA is still close to peg. This just tells me that $ASST with their daily dividend and 13% yield is just a better option than $STRC. I love @Saylor and root for him with everything I have. He just is now in a competition for digital credit. The system is working.

[tbdman @tbdman]

@usludurkizim 40

[tbdman @tbdman]

@hicasamadim 72